Gideon Lopez
1.1K posts

Gideon Lopez
@redbarq
Modernizing a blue-collar business. Building something bigger. | Owner @ Brister Signs | FL
Vero Beach, FL Katılım Ekim 2009
112 Takip Edilen40 Takipçiler
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@StealthQE4 Bread and circuses.
No one is starving and everyone is entained.
Most people can’t even put down the phone.
They aren’t going to risk their comfy lives until one (possibly both) are impacted.
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@MitchMartan98 Still too many believers. When you’re ready to sell, it will be time.
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Bottom is near. $ETH and $BMNR are going to make moves that no one is ready for.
Laugh all you want but I promise you it always happens the same way, the herd will chase.
Rex@R89Capital
Crypto is a dying asset class
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@EricSpracklen Meanwhile my agent is wheeling and dealing. I know of at least 7 houses she sold in April/May, doesn’t include the houses she’s represented as the purchasing agent.
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@TrueGemHunter People chose to use it as a casino. It’s now yesterday’s casino in a world of fresh new casinos.
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@StealthQE4 It’s the bubble you have created. I’m into various themes.
Open source ai and American re-industrialization are awesome.
Geopolitics and economics stink.
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compute is the new gold
Polymarket@Polymarket
JUST IN: Anthropic will pay SpaceX $1,250,000,000.00 per month for compute through May 2029.
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BITCOIN DEMAND INCREASINGLY DRIVEN BY MICHAEL SAYLOR
Bitcoin’s market is becoming heavily dependent on buying by Strategy and its executive chairman Michael Saylor, as broader investor demand weakens.
Strategy has bought more than 171,000 Bitcoin in 2026 — far exceeding new supply from miners — with purchases funded through high-yield preferred stock offerings. Analysts say the company now represents a major share of Bitcoin trading and accumulation activity.
Meanwhile, ETF inflows, hedge fund arbitrage demand, and retail trading have slowed, while miners are increasingly selling Bitcoin to fund AI infrastructure investments.
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As a small business owner, I am getting tremendous value from AI.
We are building automated workflows, a sophisticated ai phone agent, and our own crm.
Our sales have increased by 50% and our customer experience reviews are improving.
We are able to compete with companies 20x without hiring more admin.
I knew I was good, I didn’t expect to be in the top 89%.
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AI might turn out to be a giant bust.
Just another glorified SIRI 🤦♂️
unusual_whales@unusual_whales
89% of leaders say AI has not improved their company's labor productivity, despite widespread adoption, per Gallup.
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@degenutz @GutsB35378 @brettmacro @minchoi I hope you find your calling, the world is a beautiful place despite its shortcomings.
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@GutsB35378 @redbarq @brettmacro @minchoi Whoring themselves out to the ruling class in new and disturbing ways, is probably what they mean
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Human wins.
10 hours... robot had no breaks.
Human still won.
We are so back.

Min Choi@minchoi
Wow... Figure is running Man vs Machine live. 10 hours of package sorting. Human gets California breaks. Robot does not. Whoever sorts the most packages wins.
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The future isn’t to be feared. Automation strips out the monotonous layer. What’s left underneath is what humans have always been paid the most for: judgment, trust, taste, presence, ownership, risk. Most people never got to do that work because the economy couldn’t afford it. That’s changing.
Human efforts will pour into fields such as:
1. Care work like eldercare, childcare, therapy, coaching
2. Skilled trades, especially the chaotic ones robots won’t touch for decades
3. Taste and curation. When content is infinite, deciding what matters is the job
4. Live and embodied work like performers, hospitality, guides
5. Craft and artisanal. Handmade becomes premium the same way vinyl did
6. High-trust roles like doctors, lawyers, pastors. The human accountable for the call
7. Capital allocation. One person with judgment runs what used to take a team
8. AI-leveraged specialists. Team output, headcount of one
9. Orchestration. Someone has to wield the agents and maintain the robots
10. Creators. “A real human did this” becomes the premium signal
11. Civic and community work. The social fabric AI can’t fake
12. Frontier work. Building categories that don’t exist yet
Taking out the repetitive tasks give us the ability to work on things we actually want to do.
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@GutsB35378 @brettmacro @minchoi People.
The difference is that people will have more meaningful ways of producing income.
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@brettmacro @minchoi Who will consume, if robots and ai, make everyone jobless. For whom you are producing?
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@StealthQE4 Understand you are biased. You wouldn’t receive these messages if you weren’t constantly calling bear predictions.
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You’re a historian, your field has seen this exact pattern.
The scholars who skipped digitized archives, full-text search, and computational methods weren’t outthought by their successors.
They were outpaced by peers covering 10x the ground. AI is the next iteration of that curve, not a substitute for your mind.
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Consumer is stressed, no argument there. But picking the worst name in the sector and calling it “the consumer” is sloppy.
Nike closed at $44. It’s down on a CEO turnaround, layoffs, and tariff refund lawsuits.
Costco, Walmart, and TJX didn’t get the memo. Costco’s up 17% YTD, Walmart just crossed a trillion, off-price is booming. People aren’t done, they’re trading down.
And your prediction for yesterday’s “bloodbath” was a record close on the S&P.
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Watching most consumer stocks get destroyed just shows you how tapped out the consumer is.
Let’s just be honest:
80% of this country is in a depression. Forget recession.
Seeing Nike at $42 is 2008 type stuff. The stock was $163 in September of 2021.
Most consumer names have been completely leveled.
What’s up in price? AI names designed by the 1% to make them even wealthier.
Even the stock market now reflects the “haves” vs “the have nots”.
I’m not sure how many millions of families can continue to have access to credit to survive in the coming months.
And inflation is just heating up again thanks to this damn war.
It’s truly a tragic situation.
Where are the torches and pitchforks?
They should be out by now. 🔥
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@lil_yawni @Fred_N9ne @zerohedge It’s the same people who buy worthless things on credit. The average consumer hates investing.
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This is the problem with politics. Always short sided, never in anyone’s best interest. Then you complain that nobody in government is serving us they are serving their reelection agenda.
People swinging their vote due to high gas in 2026 will feel reel stupid if irans oil hits global markets in 2027, and gas prices are sub $2
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@zanehengsperger I keep telling you to come to Florida.
We use eastern metal supply and it’s still phone calls and old school invoices.
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