River @riverFPS

@FindleysFinance Looks like the market does not want to be diluted 😅 What a crazy drop from last nights earnings pump

@Muzzlebuster my number one concern is their reliance on Garena aswell… otherwise it seems like a great business

@machado @giantsmatt3 @fsu_thejet @sportsforensics @YahooFantasyCC Thank you Andrew!! The biggest thing for me is having to scroll right and left to see the stats of each player. Makes it extremely difficult determine how everyone performed. The stats numbers are also grey which is also hard to see.. maybe making them white would be better

@redrock_bball PG13!!!

@DanBesbris PG LOOKS AMAZING!! let’s just hope he stays healthy for the year

@JohnReal 699 days!!

@ariaradnia This is why I always have 35% in a passive index, and have fun the rest!!

@DanBesbris Lauri and Reaves somehow!!

@NBAWaiverWire @DanBesbris Makes sense! Poetl’s is also more secure so I assume both should continue to go before Jalen

@DanBesbris dan.. he tore his achilles

@DanBesbris Ben Simmons!!!

The question is not if we will have a bear market, the question is if this administration can afford to let us have a bear market. - AI Capex is 50% of GDP. If it stops or slows down, GDP growth goes down the drain. No GDP growth = recession. Mainstreet gets hit the worst as the labor market will collapse. - 90% of consumer spending is done by the top 10%. They are levered against their assets that allow them to keep spending because their stocks keep going up. Stocks go down? Goodbye to consumer spending as we enter an actual recession given normal consumers already are borrowing from credit cards to pay for everything. - Social security will be wrecked over the coming 10 years. Why do you think we got the Trump Accounts? Because the administration believes in financial literacy? No, they need a replacement and having kids compound in the stock market to basically build their retirement account from birth could replace social security. That means stocks have to go up for those accounts to be worth anything and actually compound. Most 401Ks in this country are basically seen as retirement accounts. If the admin lets the market crash, people will not be able to afford retirement when social security benefits get cut into 2032. - We are $40T in debt. Bond yields continue to go higher which means the interest expense on our debt is approaching a significant part of our overall spending. The literal only way to solve this is cut spending or grow. Repubs or Dems will not cut spending…so growth is the only answer. If the market crashes, the chances of sustained growth in the greatest tech buildout we have ever seen will be impossible and ultimately make our debt situation even worse. We have to grow. Not saying we can’t get into some horrible bear market, but given how levered the entire economy is to AI, which is basically the entire stock market, I do think this admin will try very hard to make sure we don’t have some horrible, ugly crash. If they let it happen, everything goes down the drain and the difference between now and dotcom is that demand for GPUs is very real (no oversupply) and the difference between now and 2008 is that the potential credit issue is not in housing and banks, it’s within GPUs and there is so much demand that the hyperscalers + Nvidia + the admin could come in to make sure things don’t get as bad as then. Maybe we could have some epic crash, but this administration really cannot afford to let that happen.

CoreWeave's debt, explained simply, because I like to speak plainly: Secured debt = the mortgage. Backed by the house. The GPUs and the contracts they serve are the collateral. Unsecured debt = the credit card. Backed by a promise. Everyone is panicking that $CRWV UNSECURED yield to MATURITY hit 15% But a credit card rate spiking doesn't mean the house (or in this case the GPUs/data centers) lost value. The secured lenders or the ones who underwrote the actual GPUs and contracts aren't selling here. Now zoom out, because this is analogous to the entire AI market in wrapped up in a single company. Trillions in secured, asset-backed debt are loaned against GPUs, data centers, power contracts, and signed capacity deals with hyperscalers. This money doesn't care about stock prices or investor sentiment. It gets paid if the contracts pay. (Sounds pretty similar to $next if you ask me…) Below that in line is unsecured debt, a bet on the companies themselves. On top of everything is the equity, a bet on the story. So when you see scary headlines about "AI debt," ask one question: which layer? Yields spiking on unsecured debt and equities dropping while secured debt sits calm simply means the market is repricing the story. The assets are fine. The buildout keeps getting funded because the secured debt holders still believes in the collateral. The day that changes… well the day secured lenders start questioning GPU values and contract quality, is the day the AI trade actually breaks and we should run for the hills. Until then, volatility at the top of the stack (unsecured, equities) is just the shock absorbers doing their job.

@DanBesbris Hey Dan, what would be a good pairing with Haliburton now that is feasible to draft him in the mid first round?

@SelfMadeMastery gave it access to my entire wardrobe, so it can plan me an outfit based on the weather

@FindleysFinance let’s go!!!! I’m feeling vindicated!

@redrock_bball Anthony Davis at 34 and McDaniels at 85 seems likefree money..

BREAKING: Anthropic is planning to launch its IPO in November despite AI safety concerns, per WSJ. The company is expected to IPO at a $2 trillion valuation and raise up to $100 billion in the offering. Anthropic is expected to reach more than $110 billion in annualized revenue by year-end.

Chipotle without their honey chicken

Jay Full @isojay914

a month ago

Chipotle might be washed

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