Posts
Simple circular financing explained: it’s only bad if the AI companies being invested in ends up bombing
I wanted to explain my thoughts on this whole “circular financing” term that keeps getting shared when people start talking about the bubble. And sort of explain the bull/bear cases. Feel free to share additional opinions. In essence, a very simple and simplified example (not numerically accurate) using MSFT and …
'Circular Financing' is the new buzzword for regards
In every posts there are someone explaining what circular financing is for the 200th time and putting together statistic like that is groundbreaking news. Honestly at this point even my Mexican house cleaner knows about circular financing. Y'all seriously think that they (the tech CEOs, with their 7-figure engineers and …
Please let the bull actually run this time instead of freaking out and selling once you break even on tech stocks
We had a great run in June, let's continue that run. Are we actually trying to make money here or are we just trying to dip our feet into the stock market, freak out during a bear party and then panic sell once the bull run comes back? https://preview.redd.it/l0wdbbhqmvlh1.png?width=750&format=png&auto=webp&s=3911f1496b271252484dc34f8373bfc2ae456aaa
AI Data center trade will never die because the government (NSA, CIA, FBI, etc.) can always buy up spare compute for AI mass surveillance
Flock cameras and the like only does basic data labelling, car license plate look ups, and video/audio recording for retroactive data retrieval by police agencies But imagine if we have surveillance cameras all over every single city and road, proactively detecting when criminal activity happens and sending out alerts to …
Platinum, sooner or later
​ Platinum has been in deficit production for 4 years. The above ground supply is a little over 3 billion dollars, globally. Something like three quarters of mining is in South Africa (Kill dee Boer, da fahmar) a fact which could very easily lead to a further supply shortage. Other …
Nvidia earnings proved 2 things again…
1) It’s an amazing company 2) Y’all don’t know sh\*t about f\*ck and should stop posting your BS analysis. “It’s priced in”, “buy the rumor sell the news” “first time?!”. It’s always different and you almost always got it wrong! 😂 That’s it for my garbage post. Long live Jensen …