stockbeaver

@KobeissiLetter Powell did more to destroy the USD than anyone in history. They enabled more currency devaluation than it was humanly imaginable.

BREAKING: After 3,018 days as Fed Chair, today is Jerome Powell’s final day in the position before his term expires.

@thekitze It's run by Microslop, one of the worst corporate hellholes imaginable. Expected outcome tbh.

> be github > invent copilot > you are literally the first one > you are literally the only one > you literally have access to all the code in the world > get mogged by literally every single agentic bs that came out in the past few years this level of fumble should be studied

@zerohedge Nope, the Fed will just let the 10Y settle at a higher level. Fed will not raise short term rates as it will blow up the budget deficit. Govt. has borrowed $6T in short term t-bills, every 25 bps increase costs $19 billion extra in interest. We can't afford that.

Rate Hikes Are Coming... zerohedge.com/markets/time-r…

@TommyThornton The 10Y is about to get re-rated much higher. It's the ultimate rug pull for all that leverage sloshing around in stocks.

@mars_bnb Jensen still looks young in his 60s, and the grey hair makes him look wiser. Plus he's filthy rich now. It's a better combination than his 20s.

怎么感觉老黄60+比年轻20+的时候更帅呢？

@BowesChay But the Eurotards keep telling us that Russia is starving and will collapse soon. Are they lying ? /sarc

3 minutes through Moscow tonight.

@teortaxesTex NVDA always runs before earnings, then takes a dump. Earnings is on May 20.

Is Nvidia stock rising on vibes? 750K H200s is nothing, it's like extra $25 B in revenue (and also, can it be produced? Isn't TSMC all booked?). Even 5090s and RTX 6000s won't change their balance sheet a lot compared to the main business.

@jun_song Just get OpenCode Go if you're not using all the models to their limit.

My current monthly subscriptions : - GPT Pro $200 - Gemini $20 - X Premium+ (supergrok) $40 - Minimax $80 - GLM $30 - Devin $200 (for latest model testing) - Ollama $20 - Huggingface $9 - icloud $10 Yes, cancelled Claude. I might go broke soon😂

@DudeWhoInvests Options expiration date is May 15. Buying pressure subsides significantly after expiration. The smart people should be dumping rather than holding onto this. Find a much lower entry point later.

Memory stocks like SanDisk $SNDK are getting pummeled overnight right now… Someone explain to me like I am a golden retriever why this is?? If they fall further the leveraged longs will get wiped causing them to fall more and the cycle will repeat.

@DrMohanYadav51 @narendramodi Lowlife scum that steals from the middle class and has the balls to call them 'general public'

आज नई दिल्ली की मेट्रो में शिवाजी स्टेडियम मेट्रो स्टेशन से एयरपोर्ट एक्सप्रेस लाइन तक आमजनों के साथ यात्रा की। आप सभी से आग्रह है कि आदरणीय प्रधानमंत्री श्री @narendramodi जी की अपील को आत्मसात करते हुए पब्लिक ट्रांसपोर्ट का अधिक से अधिक उपयोग करें।

@imetatronink This looks like Marcus Crassus invasion of Parthia. This is not going to end well.

🤔 Now Or Never The US has now positioned in the Middle East a formidable array of assets to prosecute an air campaign against Iran. In addition to what has already been delivered, CSG-12 (USS Gerald R. Ford CVN-78) is en route. But it is very unlikely it can arrive on station in the eastern Mediterranean and be ready to conduct combat operations any sooner than the end of the month. I doubt the war will wait that long. In fact, I still entertain suspicions that Trump ordering CSG-12 to the Middle East is just a bluff intended to intimidate Iran into submitting to all US/Israeli demands, and that eventually CSG-12 will turn around and go back home before something breaks again on the USS Stumbling Gerry, and they have to send a dozen tug boats half-way across the Atlantic to tow it back to Norfolk. In any case, Iran is not going to submit. Sure, they will agree to not develop nuclear weapons — that was always their position anyway. But I remain convinced that is as far as they will go. Everything I have seen indicates they are prepared to fight on THIS hill at THIS time. And, I am likewise convinced that Israel MUST fight now, for the simple reason that, with each passing month, Iran will grow stronger, and Israel will remain the highly vulnerable speck of a country it has always been. Most significantly, the magnitude of the force the US has now concentrated to the region will not be seen again within Netanyahu's lifetime — and probably never. Therefore the Israelis have to make this happen NOW. And I doubt there are any limitations to what they might do to ensure they get the war they're looking for. So, Trump has backed himself into a corner from which there is no escape. He has congregated all the air and naval power the US can assemble without perilously denuding its force posture elsewhere on the planet. And, short of the Iranians prostrating themselves and bathing his feet with tears and kisses, there is simply no way Trump cannot USE the large force he has gathered to make war against Iran. Consequently, we are about to find out if US military power is the juggernaut none can defeat, or if things were never as Hollywood and Raytheon always claimed them to be.

Semis +69% YTD. Software -12% YTD. This isn't a broad rally — it's an AI infrastructure stampede. $SOXX is carrying the NASDAQ almost single-handedly while software gets left behind. #StockMarket #AI #Semiconductors youtu.be/eoYY1Bby5Qw

🚨 Investor margin debt hit a record high of $1.3 trillion dollars. Looks like degens are borrowing to go yolo on stocks. This will not end well if we have a market reversal.

@zerohedge It's going to get a lot worse. Remittances from the GCC are going to collapse as the war continues, while oil import bills will skyrocket. AI is killing the IT sector slowly. India will have a balance of payments crisis soon, like the 90s.

India Panics, Further Tightens Gold Flows As Rupee Collapses zerohedge.com/precious-metal…

@MacroEdgeRes I guess the rumors were right. Big changes are coming to the Fed and Warsh will need that board seat to push the changes through.

Fed's Miran submits his resignation from the Fed board #MacroEdge

@realstewpeters The Zionists and British have always had a historical obsession with China. I'm not quite sure why, though it goes back all the way to the 19th century during the days of the empire. This visit is just a continuation of that mindset.

What the hell is Miriam Adelson doing directing the Trump/Xi meeting?

@zhao_dashuai The Indian rupee has performed worse than the Turkish lira year to date. Modi needs to go.

The Indian rupee is in free fall against most currencies.

Market fragmentation in full effect: Semiconductors surged +2.4% while financials & utilities dropped -1.2%. Software fell -1% despite the tech rally—investors only want the AI backbone, not legacy names. $SMH $XLF $IGV #StockMarket #AI youtu.be/7S4DhKlMn-I

@sarahwooders GLM 5.1 is underrated and doesn't get a lot of attention. It's as good as Claude Opus models in coding. The only downside is that it lacks vision capabilities and smaller context length. Also, needs improvement for UI tasks.

Today I was shocked to learn that our very effective review bot (built by someone on our team with Letta Code) runs on GLM 5.1, not GPT 5.5/Opus 4.7

@LilithLovett could be robots remotely controlled by some guy in India.

Why are they only doing 8-hr shifts if they're robots? Why did that robot touch his head? -...It's Indians pretending to be robots again isn't it?