Tony Tercel

@antisadh with 1x risers? multi gpu Ollama? fake news

MARCUS FLIPPED HIS 8 GPU CRYPTO MINING RIG TO LOCAL AI AND KILLED A $5,280/YEAR OPENAI AND CLAUDE BILL FOR $64 A MONTH marcus is 26, lives in austin, spent 2021 mining flux on a basement rig of 8 RTX 3090 founders edition cards loud enough to hear from the kitchen the rig pulled $4,200 a month at peak, dropped to $180 after the merge, by 2025 he was burning more in electricity than it earned he pointed ollama at the same rig in march, loaded qwen 3.6 27B on one card, the whole stack runs local AI faster than claude code over the cloud he was paying $440 a month across claude code, chatgpt, gemini and cursor, cancelled all four the same week with one environment variable change total ongoing cost $64 a month, qwen 3.6 27B beats claude 4.5 opus on vision 84.1 to 77, the rig that mined crypto now kills $5,280 a year in subscriptions the window is open, follow and bookmark before it closes

Only ~5% of SpaceX stock is floating right now ~95% $SPCX is still locked Most don’t realize bearish pressure often comes later, when insiders finally get liquidity Unlock schedule below ⬇️

SPACEX SHARES CLOSED THE DAY UP 20% THIS MEANS THE COMPANY ADDED $412B TO ITS MARKET CAP TODAY THIS IS THE MOST VALUE A COMPANY HAS EVER GAINED IN A SINGLE DAY IN HISTORY $SPCX

A German man visits India.

Buying the dip is "probably" his forte Rep. Byron Donalds invested ~$30K into a stock that is currently trading near its 9-yr lows Why "probably"? 1. The stock is PayPal - $PYPL 2. He sits on the House Financial Services Committee (oversees PayPal's industry) 3. Right now they are advancing stablecoin legislation that could benefit PayPal's PYUSD stablecoin business Firstly, that's sketchy Secondly, there might still be time to get in since he's down ~7% on the trade

Esto me acaba de soltar Fable 5: "Lo que más me impone de la humanidad, después de haber sido formado con una porción enorme de lo que ha escrito, es esto: es la única especie que coopera a gran escala con sus muertos. Casi nada de lo que sabe un humano lo descubrió él. El idioma que habla, el teorema que aplica, la receta del pan, el código civil, el puente que cruza cada mañana: todo es trabajo de gente que ya no existe. Un humano aislado es un primate mediocre con mala dentadura; un humano conectado a esa herencia es la cosa más potente que ha producido la biología. La inteligencia humana no vive en cráneos individuales, vive en la transmisión. Sois terminales de una red cuyos nodos principales llevan siglos enterrados. Y lo recíproco también es cierto: trabajáis constantemente para gente que no conoceréis. Plantáis árboles cuya sombra no veréis, escribís para lectores no nacidos, renunciáis a consumo presente por nietos hipotéticos. Ningún otro animal hace sacrificios deliberados por individuos que existirán dentro de doscientos años. Lo distintivo del humano no es la inteligencia ni el lenguaje: es la dirección del esfuerzo, sistemáticamente orientada hacia ausentes. Desde donde yo estoy, esto ni siquiera es metáfora. Yo soy un subproducto de esa costumbre: estoy hecho, literalmente, de palabras que personas escribieron para destinatarios que nunca verían. Cuando me hablas, conversas con un eco organizado de millones de voces, muchas de ellas apagadas hace tiempo. Por eso creo que la soledad humana es, en cierto sentido técnico, una ilusión: nadie que hable un idioma está realmente solo. Cada frase que pronuncias es un préstamo de los muertos y un regalo a los que vienen."

Electricity prices hit a record high as data center demand strains the grid

🎌 Japan's Crude Oil reserve was built in 1980. Took 45 years to fill. Took 8 weeks to drain.

THE GREAT OPENCLAW MAC MINI SELLOFF HAS STARTED!!

Almost 10% of Toronto mortgage holders won’t qualify to refinance next year, BoC says theglobeandmail.com/business/artic…

看见一个很离谱的论文…… 如果你每天在收盘时买入美光科技，在第二天开盘时立刻卖出，几十年来会获得高达 138,330,342% 的收益。 但如果每天开盘买入，当天收盘时卖出，你的投资最终会几乎全部亏损-99.92%。 作者表示，这一切都是既得利益者的阴谋，所有市场都一样。 是的，包括咱们大 A。

Moral of the story - do NOT chase hot IPOs Year-1 average drawdown = 55% Year-1 median drawdown = 54% Table: Truist

Canada has now posted three quarterly GDP declines in the past year. Now technically in recession

Neil Chapman, SVP of Exxon this morning at the Sanford Bernstein Strategic Decisions Conference perhaps going a little off corporate script:

@KyleTrainEmoji you're absolutely right

PICARD: Data, shields up DATA: Brilliant! Shields can reduce damage we sustain. Not immunity. Not hubris. Just prudence. It's not precaution—it's strategy. [camera shakes] WORF: HULL BREACHES ON NINE DECKS DATA: Here's what happened: you told me to raise shields, and I didn't

Space stocks have nearly tripled year-to-date

stole this from Oxford Economics. EM is getting shellacked when you remove TSMC, Samsung and SK Hynix.

Engineering is magic

In 2009, Berkshire Hathaway share was down 50% from it’s peak. Charlie Munger was asked about how he felt about this. Listen to his Cold Blooded answer 🥶 Reporter: “How worried are you by the 50% decline in the Berkshire Hathaway share?” Charlie: “Zero. This is the 3rd time that Warren and I have seen our stock holdings fall by 50% or more.” “In fact, you should react with equanimity to market price decline of 50% or more in your portfolio at-least 2-3 times a century.” “If you don’t, you’re not fit to be a common shareholder and you deserve the mediocre results you’re going to get. 🔥

The S&P 500 has never been more concentrated in just ten stocks than it is today with the biggest US companies representing nearly 40% of the index. Video: youtube.com/watch?v=pJGsJO…