Broken Clock
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Alright i'm gonna take the evening off not going to trade anyway, enjoy!
Mythos and Astra better be a lot higher on the rankings otherwise OAI and Ant are quite overvalued
Broken Clock
Can you make a ROI on 1tn$ capex in 8 months?
Otherwise the question is can you make a ROI on 1tn$ of spending in.. 6 months?
He is slightly tense
Trump might not want to see all the momentum algo and breakout traders pile into oil if we have an upside break out right when the SPR is getting seriously drained
5.6 extra high is such a workhorse, incredible.
But you need to guide him on higer level thinking task, he gets everything done 90% correctly but still lack outside of the box thinking or exploring various directions.
He doesn't have an idea / a feeling for what is right and wrong basically
I don't know anything about bonds but we just had a 3y breakout and people are already calling for a rate hike and bringing it back in line
I think Warsh and co were smart enough (if not smart in absolute) to know it was going to happen when they signed up not to hike and thus are comfortable with that
So it's better to think of the consequences of what higher yields are than panicking
Waring is hard
Well played
And you still see people saying he is up 80% YTD on the timeline
I'm feeling like Friday was the day to buy EOY puts on all the AI trade
Even heavily subsidised AI is not cheap; since yday morning I burnt through 80% of my weekly allowance with the 100$ pro plan using fast at all times and mostly extra high thinking but with some ultra as well.
People doing real dev work must have a token cost in the k$ per day