PureUtility @UtilityPure

Locked = Twitter break Joined February 2024

Tweets

2K
Followers

152
Following

252
Likes

2K

PureUtility @UtilityPure

19 hours ago

The AI bubble refutations focus on ‘lowish’ P/Es. A better way to think about whether we’re in a bubble is whether companies like $META or OpenAI can continue to spend at this pace indefinitely. If the answer is no, a company like $NVDA shouldn’t be selling at a high multiple.

0 1 2 105 0

PureUtility @UtilityPure

a day ago

$OXY retaining the environmental liabilities for OxyChem validates my dislike for $OXY. It was obvious that Berkshire was going to get the better end of the deal. 😔 The Buffett worshipers should ask themselves why they hold $OXY.

0 0 1 201 0

MailboxMoney @mailboxmoney6

2 days ago

$OXY down 7.7% "An Occidental subsidiary will retain OxyChem's legacy environmental liabilities..." smh

MailboxMoney @mailboxmoney6

3 days ago

$OXY down 7.7% "An Occidental subsidiary will retain OxyChem's legacy environmental liabilities..." smh

5 5 160 71K 16

11 13 235 48K 30

PureUtility @UtilityPure

3 days ago

Berkshire will come out on top if they do deal with $OXY. I’ll never understand the appeal of $OXY. I’d bet most of the shareholder base only exists due to Buffett’s ownership.

Ohio Capital Ideas @ohcapideas

4 days ago

Berkshire will come out on top if they do deal with $OXY. I’ll never understand the appeal of $OXY. I’d bet most of the shareholder base only exists due to Buffett’s ownership.

4 3 72 14K 4

1 0 1 307 0

PureUtility @UtilityPure

5 days ago

This is an example of an industry where optimism has hurt the incumbents. If $RIG didn’t have the ability to repeatedly issue shares capacity would shrink, which could lead to a new bull market in offshore. Shame.

Philoinvestor @philoinvestor

5 days ago

1 0 2 2K 0

Download Image

0 0 0 150 0

PureUtility @UtilityPure

5 days ago

If the algorithm is pushing all posts related to the ticker to you it will push both bearish and bullish posts. It’s pretty easy to see if it is consensus based on the ratio.

Leandro @Invesquotes

6 days ago

If the algorithm is pushing all posts related to the ticker to you it will push both bearish and bullish posts. It’s pretty easy to see if it is consensus based on the ratio.

0 3 42 10K 2

1 0 1 235 0

PureUtility @UtilityPure

6 days ago

I stand by this tweet as well. World leaders knew that the U.S. consumer wasn’t going to bear the costs of tariffs even as they said otherwise.

PureUtility @UtilityPure

3 months ago

I stand by this tweet as well. World leaders knew that the U.S. consumer wasn’t going to bear the costs of tariffs even as they said otherwise.

1 0 0 154 0

0 0 0 77 0

PureUtility @UtilityPure

6 days ago

This post was true at the beginning of this year. It remains true now. Tariffs are (generally) not inflationary. They may even generate deflation. People will tell you that this was unpredictable.

PureUtility @UtilityPure

8 months ago

This post was true at the beginning of this year. It remains true now. Tariffs are (generally) not inflationary. They may even generate deflation. People will tell you that this was unpredictable.

0 0 0 202 0

0 0 0 60 0

zerohedge @zerohedge

6 days ago

You will never guess what happens next

zerohedge @zerohedge

6 days ago

You will never guess what happens next https://t.co/uO6iEwWNF6

73 138 992 425K 77

84 173 1K 519K 288

Download Image

Kakashii @kakashiii111

6 days ago

The Beat-and-Raise Machine Meets the Law of Big Numbers: Jensen Huang’s Playbook to Keep the Bubble Inflated The recent moves and developments from Nvidia since its last earnings call in August are no coincidence. Every step has been carefully and sophisticatedly planned by…

26 56 241 52K 141

Download Image

PureUtility @UtilityPure

6 days ago

If the share prices of AI companies weren’t going up everyday, almost everyone would see that AI is just a massive research project. There’s nothing wrong with that, but pretending anyone knows for sure what revolution (if any) will come from it is foolish. Pyrrhic victory? 🤷