Chris C, CFA

I debated whether or not to post the following, but fuck it, I am not sure how much longer I will be on this cesspool of hate and lies. Here goes: I feel a sense of profound sadness. Contrary to what Kamala told us, we don’t appear to have more in common with each other than we do in difference. Remember Covid? We were never unified in how we handled the pandemic. We won’t be unified in what comes next. Our original sin of slavery plagues us to this day. A majority of this country places more value on the color of your skin and your gender, than the content of your character. You are judged even before you open your mouth. We are more a collection of tribes than a unified people, all vying for power. MAGA is a tribe - a personality cult - and we just elected the cult leader our king and the highest court made him unaccountable. Soon, there will be only one tribe. United in hate and division. Conform or be cast out. I am a lifelong student of history, always have been. Therefore, a lifelong student of human nature. The times change, but human nature does not. What comes next, I do not know, but history suggests a calamity. We elected the most unscrupulous, unqualified, illiterate and sociopathic man possible because people get their information in silos and are largely spoon-fed lies and propaganda. Most of the population are ignorant of facts and economics - and they like it that way. Trump represents the worst of us, full of hate, greed and misogyny. He will purge the government of competence and, eventually, purge it of conscience. It will become a tool of retribution and an extension of his rotten soul. The tools of violence will be turned inward and trained on us all. Trump aligns himself, and us, with the worst actors internationally. America First will mean America Last. We will no longer be the reliable partner in peace and therefore no longer the reliable partner in conflict. The world abhors a vacuum. Without US leadership and stability, the world will erupt in fire and no one will be there to prevent the spread. The fire will reach our shores and it will be too late to do anything about it. We are all about to relearn the lessons of history, the hard way. Winter is coming, friends. Do what you can to survive it.

Here’s the AI business / market in a nutshell: Let’s spend hundreds of billions of dollars to build out the necessary infrastructure to support our AI model using debt, private equity and stock issuance and selling the idea of improved efficiencies and lower overhead to clients. By the time we finish the buildout and field an AI model, we will have to compete with several other competitors in a crowded market and attempt to get paying customers for a commoditized product. Meanwhile, our hugely expensive infrastructure will be out of date in 2 years, by which time we won’t have the revenue stream to afford upgrading the equipment and compete with newer entrants in the market. Faced with declining revenue, we will have to attempt successive rounds of funding at lower and lower valuations (low revenue and no profit are tough sells after all). Even if we survive this 2-year period, it’ll be a race to the bottom on pricing and diminishing performance. Don’t worry - it gets worse for the majority of AI providers. After 3 years, our infrastructure is damn near worthless as newer entrants will be able to offer better performance and longevity for clients. After 4 years and severely diminished revenue and funding sources, we will be faced with bankruptcy, creditor lawsuits and vendor liens. After 5 years, we will cease to exist. For the few that remain in the market, they will never be able to recoup the initial investment needed to field a competitive product at current valuations and promised revenue streams. The write-downs will astronomical and the equity will be decimated. Only those companies with deep, reliable alternate revenue streams will survive (read: Meta and Google). The standalone AI companies will be toast as they don’t have another way to generate enough cash to subsidize the colossal infrastructure spend needed to support their AI product. Most of the AI standalone companies will be wiped out or bought out by Year 5. In the end, only the strong and diversified will survive (when has it ever been otherwise in IT) and AI will become just another product offered in a broad product line. #AI #Google #Nvidia #OpenAI #Meta

@JBONAMASSA Wisdom from the King of Guitar Safaris.

As in any collectible market, provenance is key to securing value. Unfortunately in 2026 the terms "Original Owner or Uncirculated " is used too much these days. Thinking in terms of a 75 to 85 year old instrument the math sometimes does not add up. Unless the seller is 120 years old the instrument might of changed hands in its lifetime. Photos, and paperwork ( ie: tags and receipts ) help tell the instrument's story and journey to your custodianship. 😎👍

@cmclymer Exactly the reason that I no longer watch CNN.

Scott Jennings has spent years engaging in exceedingly bad faith and been weirdly platformed by CNN because of his smarmy, condescending spectacle. His outburst tonight is who he is. He's a giant, hypocritical dickhead. Why should any of us pretend otherwise?

@TomsPedalDemos Sadly, having to block is the best way to keep building a respectful community.

I had to block another last night. Not only will I not tolerate attacks on me, but do not attack anyone in the group or in a thread. Calling people stupid and a dumb ass because of what they like or own will not fly here. And it is always a new person. Please don't.

🇺🇸 Here's what $39 trillion in debt really means: If we confiscated every dollar of U.S. corporate profit ($3.8T/year), it would take over 10 years to pay off. Sell every ounce of gold ever mined: $32 trillion. Still $7 trillion short. Liquidate every Bitcoin in existence on top of that: $33.5 trillion. Still $5.5 trillion short. If we confiscated every dollar of federal tax revenue ($5.3T/year), it would take over 7 years to pay off, assuming zero spending. The debt is 71% of every home in America, or 30% of every publicly traded company on Earth. The debt grows by $7.2 billion a day, or $84,000 a second. This is a problem.

@TomsPedalDemos I agree - overheard someone say recently that I should be “letting the amp do the work” with volume and it really resonated with me. I am trying to heed that advice.

I have always been the guy on the right. Trying to move to the guy on the left. Lol

@the_bassplayer OMG, that is too fucking funny

😎

@edzitron The GoPro glasses strapped to all the heads of their employees.

WHAT compute needs? What is Meta using the compute for? That weird little popup on every Meta app begging you to talk to it? The popup on instagram that asks a weird barely relevant question on every video?

@Acyn Such an asshole.

Wow Scott Jennings blows up at Adam Mockler: “Get your fucking hand out of my face” Mockler: We all know that Scott Jennings is more than happy to defend a war with a country that starts with letters Ira that we are currently failing that is going to put us trillions and trillions of dollars more in debt. I was only a few years old while you were in the administration defending prior endless wars.

Jon Ossof is impressive as hell. He is positioning himself for 2028 ... and earning that spot with every interview. @ossoff

@TimHannan Must be Tommy Tutone's work

Someone left their phone number on the beach.

@edzitron Never met a single CFO that pushed "stretch goals." ANy CFO worth their salt is pragmatic and conservative in their forecasts.

Can’t wait for this to be quoted as an exhibit one day

@JohnnyRivers33 @DeptofWar There is a long and complicated process. Nothing is easy with the VA.

@EagleCfa @DeptofWar Couldnt the va pay for you to go to another doctor for cheaper? Is your condition terminal and an emergency? What is the VA s protocol on that?

Believe women. Give them the chance to make their case. Wait for the facts. Even when she is the accused. Especially when she is the accuser. Haven’t we learned by now?!?

@CliffW08950229 @Tinkerblue24 To be fair, he shits his pants anyway.

Jimmy Kimmel with Stormy Daniels. Trump must be shitting his pants.

@TomsPedalDemos Tremolo … all the way. Gilmour approved.

Let's hear those opinions guys and gals.

@john_ledrew @symeew13 Nice!!!

@EagleCfa @symeew13

Got Green Guitars? Let’s see them!

@SteveEvans51020 @symeew13 🤘🎸👍🏼

@EagleCfa @symeew13 Awesome! 😎