Lickity Split

@DeFiMinty The main counterpoint is that the stock market is protection against inflation and dollar debasement. The government is not fixing our deficit and debt. The fed is not gonna stop supporting asset prices and printing money. This only accelerates at first signs of a crisis.

If there are any counterpoints pls let me know. Trying to keep my mind open but the more I read into this the less optimistic I get.

I hate to be bearish but - You have 4 companies out of the Mag 7 that now hold more debt in depreciating assets (E.g. Datacenters) than cash in their balance sheets. - More spending on these datacenters that are expected to increase until 2028-2030. - Record breaking IPOs coming to the market in already tight liquidity environment. - Labor market that is in full stagnation. - A Fed that doesn’t have the leeway to cut rates anymore like they did in recent years. - Price discovery mostly being done in private markets now. - Hyperscalar bond issuance driving more liquidity away from equity markets. - A war that introduces more uncertainty in an already uncertain market environment. While the S&P still trades at a higher premium over its historical average.

@jrkelly @sequoia @gradypb @sonyatweetybird Awesome, GL! 👊

@lickitysplit_7 @sequoia @gradypb @sonyatweetybird doing more!

Awesome being on the @Sequoia Training Data podcast with @gradypb and @sonyatweetybird. Topic links in the 🧵 The most human part of intelligence is curiosity, and science is formalized curiosity. If we want AGI — doing the work of science is the training set. Fun to talk history of @Ginkgo, our project with @OpenAI where GPT-5 ran our Autonomous Lab, what new biotech apps are coming, and more. Also — you (or your moltbot) can order experiments from @Ginkgo Cloud Lab if you don't have your own lab or buy our robots to make your own autonomous lab. Technical details of our @OpenAI partnership also in 🧵

@faststocknewss The what

Iran's Tasnim, citing unnamed military source, says Iran could activate the Bab el-Mandeb Strait if attacks are carried out on Iranian territory or islands.

@pennycheck Killing endless leaders? Ok. Oil field strike? Too far lol

The level of delusion needed to think Iran will read this post and be like Oh wow the US had no idea ? What a misunderstanding Sorry we attacked Is unfathomable

@TheShortBear Propaganda machine might be running out

Is Iran running out or not?

@faststocknewss Am I your only subscriber lul

UPDATE ON HOW MUCH I MAKE FROM REV SHARE BC I KNOW YOU GUYS ARE INTERESTED IN SEEING HOW CLOSE I AM TO RETIRING

@zephyr_z9 NQ +2% incoming

So what's gonna happen now???

@RyderAnalytics @TheStalwart Lol ik just pointing out

@lickitysplit_7 @TheStalwart Okay, pal. And the other $3m they've generated in revenue YTD with negative gross margins will surely disrupt the sector

Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines.

@firstadopter $RIME presser (but prob just general AI fears)

Why are the truckers getting demolished?

$DNA - I'm not sure if this is it, but I'm confident there WILL be massive excitement (and a subsequent bubble) around AI drug discovery. LLMs + autonomous labs seems like a way to really accelerate the drug discovery process. Ginkgo is undergoing a big pivot, but is now mainly focusing on autonomous labs - you can buy their RAC product to create your own autonomous lab or hook up your LLM to their existing lab, like OpenAI recently did. $600M market cap is tiny if this has real legs imo.

@Citrini7 It’s just also a bleak economic outlook, more layoffs, negative feedback loop etc

@Citrini7 Yea that’s the problem, so many companies are now disrupt-able, even if not today, what about in 2 years? You can see where this is going. The AI is advancing so fast now, you can’t pay these valuations for a lot of companies that have that much uncertainty in front of them

I have not shied away from buying scary dips. Buying tech in 2022 was scary, as were banks after SVB. I bought plenty of stocks when COVID seemed like potentially the end of the world. But this doesn’t really seem like an overreaction in software, if anything it seems delayed. It’s a rational response that isn’t even trying to front run the capability improvement. The capability is here. I respect anyone who is actually smart enough to know who survives and thrives. I just don’t think I can foresee that far ahead right now.

@Biblue9 @HyperTechInvest MP NOPMF USAR

@HyperTechInvest Who makes this?

Morgan Stanley estimates that total rare earth magnet demand will grow 477× from 2025 to 2050

@Midnight_Captl Well you’re saying OpenAI comeback story.. how’s that a comeback story when investments are being walked back lol

@lickitysplit_7 Who cares? Only finance bros

OpenAI comeback story starting soon $MSFT

@faststocknewss Lol

ELON MUSK’S SPACEX IS SAID TO CONSIDER MERGER WITH TESLA OR XAI $TSLA

@BlueDuckCap Merge Twitter w XAi, have TSLA invest in XAi, merge SpaceX w XAi.. all while XAi burns massive amount of cash. Why would SpaceX holders want any part of this lol

$SATS down bc XAI (Grok and Twitter the most important, arguably, media platform in the world) in talks to merge w/ SpaceX. SATS owns like 3% of SpaceX and trades at huge implied discount to $1.5T speculated valuation. I would think SpaceX owning XAI makes it much more valuable, not less. And the dilution is dumb bc market not even giving proper credit for the position until near $300. $50B xAI is 3% dilution at $1.5T.

"PESI operates the only commercial mixed waste combustion unit in the U.S. authorized to treat TSCA-regulated radioactive waste, which often includes materials from the nuclear fuel cycle."

$PESI nuclear waste, 288M market cap