Börse und Leben - Unabhängige Meinung nur in meinem eigenen Auftrag - Trader handeln Kurse, Investoren handeln Unternehmen :) https://nitter.cf/t.co/zw535z7hOb
Frankfurt/Germany
Joined April 2009
- Tweets13.4K
- Following125
- Followers1.9K
- Likes8.8K
Sascha Gebhard retweeted
Sascha Gebhard retweeted
You misspelled “Russia”.
Sascha Gebhard retweeted
Claudeforce is here. ⚡️ The #1 AI (Claude) now runs natively on the #1 CRM (Salesforce). Through the new AIforce harness + Headless 360, Claude gets direct, governed access to Data 360, Tableau, Slack, and your entire Salesforce workflow—without ever leaving the chat.
What this changes today:
• Instant Grounded Intelligence — Ask complex enterprise questions and get real-time, trusted answers
• App & Agent Builder — Deploy custom workflows, agents, and secure apps on the fly
• Action-Oriented — Trigger live enterprise actions and get work done, not just summaries
• Ironclad Governance — Zero Data Retention, full trust boundary, Salesforce-certified by default
Probabilistic models alone can’t run a company. Deterministic systems alone can’t reason. Claudeforce fuses Claude’s reasoning with Salesforce’s trusted data and controls. The AI is the interface.
This is how every business will run.
See it at Dreamforce. #DF26
Sascha Gebhard retweeted
OpenAI — Says It Expects to Achieve AGI by the End of 2026
⠀
• OpenAI says it expects to achieve artificial general intelligence (AGI) by the end of this year.
• The claim comes as OpenAI prepares its next-generation Astra models, which Sam Altman says are expected to demonstrate increasingly “AGI-like” capabilities, including discovering new knowledge.
• OpenAI’s broader roadmap targets increasingly automated AI research, although the company has acknowledged that timelines for AI’s real-world economic impact have previously been too aggressive.
Sascha Gebhard retweeted
Der Logistikmilliardär Klaus-Michael Kühne ist in der Nacht zu Montag im Alter von 89 Jahren gestorben. Kühnes Holding hält Anteile an der Lufthansa, dem Chemielogistiker Brenntag und dem Bahn- und Busunternehmen Flix. dlvr.it/TV8DWf
Sascha Gebhard retweeted
Europe’s stark choice: The Russian war machine defeated in Ukraine or the Russian war machine expanding into Europe. There’s no middle ground, morally or strategically. There’s no draw, no buffer.
“The only way Russian aggression doesn't happen again is if it's defeated in Ukraine. Putin has turned Russia into a war economy and cannot and will not reverse it. The only cure is losing militarily in Ukraine and overwhelming sanctions. Anything less is a short pause at best.”
Garry Kasparov, russian dissident and former world chess champion
Sascha Gebhard retweeted
OpenAI CEO Sam Altman warns AI compute could face oversupply within two years
⠀
• Altman said AI compute capacity could become oversupplied within two years if AI models become efficient enough that human attention becomes the limiting factor.
• He added that oversupply could also occur if compute costs stop falling because scaling reaches its limits.
Sascha Gebhard retweeted
Hyperscaler credit spreads continue to widen.
If you are a believer that CapEx can go on indefinitely, Mr. Market would like to have a word with you!
Source: Goldman Sachs
Sascha Gebhard retweeted
The stock-bond relationship is showing a rare pattern:
The 2-month correlation between US equities and the 10-year Treasury yield is down to -0.70, the lowest since 1999.
In other words, over the last 2 months, stocks and the 10-year Treasury yield have moved in opposite directions by the largest extent this century.
At the start of 2026, a positive correlation of 0.40 was observed, near the highest since 2023.
Additionally, the 30-day correlation is down to -0.68, also the lowest in 27 years.
Not even the 2022 bear market saw such a negative correlation, as the 10-year yield rose, driven by elevated inflation and Fed rate hikes, while stocks fell.
Bond markets are incredibly important right now.
Sascha Gebhard retweeted
#US And #Iran Closing In On One-Page Memo To End #War, Officials Say – @axios
axios.com/2026/05/06/iran-us…
Sascha Gebhard retweeted
If you’ve been a stock picker for more than five years, you’ve likely had a Ray Dalio moment. You found an investment opportunity. You built extreme conviction. You told the world about it and maybe got family and friends to buy in. Then you were dead wrong.
We often have such extreme conviction in the beginning of every investment when our expectations are at their peak. We haven’t given the management team, business, external forces enough time to disappoint us.
The more reps we accumulate the more we know this and yet we defend our stock positions and convictions like they are our children. We defend them like our conviction will never waiver, even though it almost always does.
When I was getting started and building my reputation I felt like a street fighter. I was defending my ideas on all fronts. From longs, from shorts, from even myself. It was a full-time job to try to prove how smart I thought I was.
As you mature as a stock picker and accumulate more reps, you start to understand your own base rates (hit rate, payoff ratio, etc). You begin to respect how quickly conviction changes, especially in microcap. You start to understand that businesses don’t operate in a vacuum. Businesses are dynamic and conviction must also be dynamic.
microcapclub.com/defending-y…
Sascha Gebhard retweeted
SAUDI ARABIA’S VITAL EAST-WEST OIL PIPELINE CARRYING CRUDE FROM THE GULF TO THE RED SEA FOR EXPORT HAS BEEN ATTACKED - FT
Sascha Gebhard retweeted
This is wild: Citrini sent a dude with $15,000 cash, recording sunglasses, and a pack of Cuban cigars to the Strait of Hormuz. What he found flips everything Wall Street thinks about the strait on its head.
Every hedge fund, every macro desk, every retired general on CNBC is watching the same AIS shipping data to price Hormuz risk. The analyst signed a pledge at an Omani checkpoint promising not to gather information, then smuggled in a gimbal, a microphone kit, and a 150x zoom Leica camera past the border officer who inspected his bag.
What he discovered on the ground: the AIS data everyone is trading on is missing roughly half of what's actually transiting the strait on any given day. Ships are going dark, spoofing destinations, broadcasting "CHINESE CREW OWNER" through transponder fields to avoid getting hit. Iran's ghost fleet is running 29+ laden tankers inside the Gulf with transponders off, moving an estimated $3B in crude to Malaysia since the war started.
The entire market is pricing a "closed" strait off satellite imagery and transponder data that has a 50% blind spot. Every oil model, every supply forecast, every macro call built on AIS throughput numbers is working from a dataset that systematically overstates the disruption.
When the signals deliberately go dark, the people staring at dashboards are the last to know what's happening. Citrini figured that out by putting a guy on a speedboat 18 miles from the Iranian coast while Shahed drones flew overhead.
The gap between "what AIS says" and "what's actually transiting" is the most mispriced variable in energy right now.
Strait of Hormuz: A CitriniResearch Field Trip
The Field Report from Analyst #3 is live.
citriniresearch.com/p/strait…
Sascha Gebhard retweeted
🚨Trump On #Iran: US In Serious Discussions With A New, And More Reasonable, Regime To End Our Military Operations In Iran – TSL
- Great Progress Has Been Made But, If For Any Reason A Deal Is Not Shortly Reached, Which It Probably Will Be, And If The Hormuz Strait Is Not Immediately “Open For Business,”
- We Will Conclude Our Lovely “Stay” In Iran By Blowing Up And Completely Obliterating All Of Their Electric Generating Plants, Oil Wells And Kharg Island (And Possibly All Desalinization Plants!)
