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*|| ergodic

Joined May 2011
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if it’s good enough for Stan Druckenmiller, it’s good enough for me.
🤖 Made with AI
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Scott G should challenge Musk to combat
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The only way I’ve seen people change their political opinions is by making them so angry that they disassociate and wonder how they could be so angry.
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Butters retweeted
You have to email the Houthis if you want your ship to cross the Red Sea. They reply within 24hrs
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Starts with hyper-
I really don’t understand how equities can do anything close to what they’ve done for the last 40 years us piggy millennials’ lifetimes. Corp profits as % of gdp at all time high. Mounting populist pressure against tech / monopolization. Massive need to raise taxes…
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The corkscrew of swinging left and right… works well for wealth accumulation. Bubbles can’t form The bubble of the 1920s developed under 3 republican admin
1) A divided government is very good for incumbent data center operators. This slows the development of a bubble. 2) It’s the same as the Biden admin being extremely anti-oil, and yet oil companies went to ATH under Biden. 3) AI is here to stay, CEO’s love it
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1) A divided government is very good for incumbent data center operators. This slows the development of a bubble. 2) It’s the same as the Biden admin being extremely anti-oil, and yet oil companies went to ATH under Biden. 3) AI is here to stay, CEO’s love it
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Elons gift is to make things cheaply and to call out bullshit amongst engineers. His gift isn’t marketing or design or messaging.
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The market has spoken
Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production
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Data centers just with gay pride flags
This is all such non-sense. It doesn't apply to all data centers just newly permitted. They have to pay taxes - they already do that. They are going to commit to no increases for consumers in power prices - they already do that. No impact on water availability - they don't have any real impact. Use union labor - this one is just a silly give away to unions. They already have to pay top dollar to get the right talent. My guess is this one goes away. In other words, no real impact on data centers....
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Bubble averted
*TEXAS GOVERNOR-ELECT GINA HINOJOSA: WE NEED TO STOP WHAT WE ARE DOING WITH DATA CENTERS UNTIL WE HAVE MEASURES TO PROTECT TEXANS *HINOJOSA: ITS NOT THT I HATE DATA CENTRES, I HATE THE WAY THEY ARE TAKING ADVANTAGE OF TECAS AND THAT STOPS WHEN IM GOVERNOR
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This is hyper bullish
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Democrats better find a spokesperson and they better calm the markets. Being the cause of an economic depression isn’t good for them either.
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What replaces the 40 in 60:40?
Nasdaq down 6.4%, the steepest single day drop since March 2020. Yet 10-year yield rallied only 5 bps. We’ve got a problem. An AI collapse can morph into a fiscal crisis.
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Apple’s business model is ever year make a more breakable phone (aluminum, foldable, then glass) and then sell you protection plans.
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Software (AI) should help us do more things in the Real World.
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Maduro arrest was this year, can you believe it
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Bessent is quiet lately
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Who is going to bid for Anthropic ? SpaceX, or Apple?
I’ll tell you right now that with $1 trillion in commitments, the Anthropic IPO has been cancelled. Absolutely no bank, pension, or insurer can touch it. The losses the firms are facing now are enormous and Anthropic is simply bankrupt on its contract terms with companies.
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Price leads narrative.
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It’s giving Cortez
Bukele is going to prove that you can take 2000 mid-tier but utterly fired up troops and just solve Haiti. All the voodoo tough guy act falls apart when a tactically competent force shows up with a mandate.
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