If I could find a great expression to this pair trade I would probably full port:
-Long AI progress
-Short AI adoption

See what has been happening in oil since march? That's exactly what Bessent is going to do with the 30Y

First step blow out the shorts instead of the oil longs

It's probably the best trade in front of us

I will add calls to my puts that I sold

Fable suggested to me to long the shitty consultants and short the neoclouds and it's not such a bad idea actually.
All those retards in corporate love nothing more than being taken by the hand instead of actually doing things. Stocks have already been bombed out too.
I don't think I will pull the trigger but interesting thought.

Between this video and his latest post Dwarkesh lost like 80% of his hard earned aura

He is a tool

Oups

Problem is the chain of event matter, as long as NVDA seem to guarantee financing the sand castle can withstand a lot. If NVDA starts to have pb of its own (which will likely happen with Jalapenos and more to come) then it will think about its own survival before its "partners"

Alternatively if Trump ban Open source you can short neocloud to the ground

The US is so politicized that if you can make an idea big enough you're pretty much guaranteed the Rep or the dems will side with you

Good luck justifying a hike pre midterms with those numbers

GOOD LUCK

Stocks have decided that they will sell off no matter lol but yes this print is fine, raise the chance of Warsh talking hawkish at JHole but no hike in sept.

When I see how much gap exists between models I am excited

Meta looking juicy, I won't buy as I hate the company but one of the better looking stock

The 16bn$ settlement reduce uncertainty and might be the catalyst it needed