DetroitDom

Seasonality suggests should continue buying this dip. We shall see over the next few weeks if it continues to track. I’m buying

It’s so simple in some sense but just don’t buy stocks with earnings & margins trending down. You’ll get chopped up in the markets trying to buy the bottom in these stocks

Of course Rory is crushing at Augusta, he’s the only player who was allowed to play the course 5 times in the months leading up the the #Masters #Masters2026

People’s minds can’t grasp exponential growth.

The bill for my daughter’s birth was $37,000 LOL and ppl wonder why the birth rate is down

Wife’s contraction chart looking bullish. I see a breakout to Labor & Delivery & a push to Fatherhood by the end of day🙏🏼🙏🏼

Not sure this rally today will hold well. Could wind up closing near unch for the day

Change & Adaptation are the price of Longevity

Compute is becoming a marketing expense line item

If we actually pushed to a balanced budget & practiced austerity the wealth inequality gap would blow out to new highs. The wealthy have plenty of liquid cash to purchase the newly crashed assets at much lower prices. (i.e. increasing their ownership % in said assets)

Imo, Earnings will grow faster in the next few years than any analyst could have ever dreamed.

While bears point to market valuations, I point to earnings & they are moving in tandem with markets upward. 86% of companies beating earnings expectations so far. Not sure why markets will move down meaningfully without earnings falling like they did in 2022 for most sectors

@gregisenberg This requires immense amounts of trust from the user in OpenAI agents. Likely will take time to build that trust with the user base. Who knows tho we may not even care at all if they can provide enough additional value over our current internet browsing experience

MY TAKEAWAY FROM TODAY'S OPENAI AI BROWSER LAUNCH: the internet just got hands. the average person won’t google, click, compare, or fill out forms within the next 24 months. they’ll just say “book my trip”, “find me a job”, “launch my store” and the agent will do the 20 steps behind the scenes. that means whole industries... travel, e-commerce, real estate, insurance, education are about to get rebuilt around outcomes instead of pages. you won’t “go” to Expedia, you’ll just get the trip. if you’re a founder, this is the moment to think in verbs. don’t build platforms people visit. build agents that finish what people start. that’s where the next $100B companies come from. the web is shifting from human browsing to agent doing. internet hands.

@MarioNawfal “You will own nothing, & be happy”

ELON: PEOPLE WILL HAVE A HIGHER STANDARD OF LIVING IN AN AI WORLD Ted Cruz: “If AI will be smarter than any person, how many jobs will go away because of that?” Elon: “Goods and services will become close to free. It's not as though people will be wanting in terms of goods and services. You have tens of billions of robots that will make you anything or provide any service you want for basically next to nothing. It's not that people will have a lower standard of living, they'll actually have a much higher standard of living. The challenge will be fulfillment. How do you derive fulfillment and meaning in life?” Source: Interview with @tedcruz, March 2025

@elonmusk @Jason what happens in the interim? After, the mass replacement of workers by AI/robotics is well under way. Yet, prior to the state of the world you describe in your tweet Imo, the distribution of potential societal risk outcomes in this time period is moreLeptokurtic w/ fat tails

@Jason AI and robots will replace all jobs. Working will be optional, like growing your own vegetables, instead of buying them from the store.

told y’all Amazon would replace their employees with robots — and certain folks on the pod laughed & said I was being “hysterical” I wasn’t hysterical, I was right Amazon is gonna replace 600,00 folks according to NYTimes — and that’s a low ball estimate IMO It’s insane to think that a human will pack and ship boxes in ten years — it’s game over folks. $amzn up 2.5%+ on the news

Many claim there isn’t enough energy in the U.S. to power the coming AI investments. Probably not, but we will likely just start buying/hoarding or stealing energy from countries around the world to power it. Unfortunately…

Job growth can go to damn near zero, and if AI cap ex growth continues then we can see GDP remain above zero & non-recessionary

Stablecoins will clearly further entrench the USD as global reserve currency as 99.9% of stablecoins are USD backed

DATS for crypto are simply the same as SPACs Ppl putting these deals together making 15-20% an it’s a goldmine for them so they will keep shoving them down the market’s throat. They want no governance and want to raise money to do whatever they please with. Can’t last long with

@Pablo01618 @Geiger_Capital How payrolls work; 1st data release: 40% survey participation 2nd: 60% 3rd: 80% ….and so on As more survey participants answer, the payrolls # is revised to reflect their responses in the aggregate payrolls total.

@Geiger_Capital Is anyone going to say the Biden admin committed fraud in falsifying data and in doing so placed the entire economic system into a dangerous realm all for some left leaning votes.. absolute treason

*US PAYROLLS REVISED DOWN -911,000 Largest negative revision ever.

@infraa_ The stock market is not the economy. Yet I’m sure you included “equity market levels/performance” into your calculation of Financial Conditions.

Financial conditions are looser than they were when the Fed started to *hike rates in 2022* Read that again Why are we cutting, and why in the world are we even debating a 50bps cut?