Broken Clock
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Lmao so true
You can discard the racist last bit but the comment "diversity is our strength" is so farcical
Size of the talent pool is what matters, I'm not sure why they sold this lie instead
Factor in inflation + maintenance costs and RE is money losing
ho-oh
Broken Clock
As the market currently stands I think the hyperscaler that cut capex first will be very rewarded in the short term. Microsoft is the most likely candidate? I bought some
TPed this; if I'm right about this being the bottom we're going to see flows back into SMH and the like I don't want to be in software
Microsoft might still go up, but I'd rather buy the beaten down momentum
I assign a low probability to Warsh hiking, the war is more uncertain
I hope to get a new low on NQ to really position heavily but looks like I might not
This is actually de-escalatory
Forwarded from Walter Bloomberg
TRUMP TO FOX: WE'LL BE HITTING IRAN HARD
(@WalterBloomberg)
War of words instead of actual war
He probably will call his buddy Warsh today again and tell him that if he dares raising rates he won't have a place to sleep tmr
lol look I got a bit too precipitated buying nvda at the open, bought 33% of my desired size
lol
Forwarded from Walter Bloomberg
FERRARI HITS 2026 SALES TARGET FOR CONTROVERSIAL LUCE EV WITHIN TWO MONTHS - FT
(@WalterBloomberg)
lol at this pace if he hikes he has to do an emergency cut tmr
lol tsla is giga oversold as well according to my indicator