Mookie @stretchmikep
Markets, Politics, Sports, Current Affairs - all opinions are my own - NOT investment advice The Idiocracy Joined June 2011-
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TSMC Arizona may be in mass production at 2nm and A16 in 2027, a year earlier than planned, media report, citing unnamed industry sources. TSMC has accelerated work at all 3 Arizona fabs currently under construction. US Commerce Secretary Lutnick said he pitched a ’50-50 plan’ to…
Seeing is believing - we just published a new piece detailing the massive scale and investment implications of the Stargate project. This is just one, xAI’s and Hyperion are even bigger. If any of you had any doubts - a year ago, most of this was dirt:
Doesn't scream Bubble
If your morning routine does not look like this, you will never make it
Not a foolproof indicator, but the past three recessions in the 21st century (2001, 2008, 2020) all saw freight volumes inflect sharply downward 3–6 months before the market and 6-12 months before the official start of the recession. The pattern was similar each time: freight…
Not a foolproof indicator, but the past three recessions in the 21st century (2001, 2008, 2020) all saw freight volumes inflect sharply downward 3–6 months before the market and 6-12 months before the official start of the recession. The pattern was similar each time: freight…
🇩🇪 What is currently happening in Germany will have significant ripple effects on whole of Europe. A wave of century-old German companies is struggling to survive. Mayer & Cie. (1905), Brüder Schlau (1921), and Gärtner Pötschke (1912) have all filed for insolvency. Galeria, with…
Michael Burry: The moment your interest payments exceed tax revenue, your country officially becomes a Ponzi scheme 👀
Andrew Carnegie’s aspiration at age 33 was to retire in a year or two with a $100k per month passive income to study philosophy and become a poster, but instead he ended up pioneering the steel industry and building a $300bn fortune
Germany is the only major country with no growth this decade. They urgently need structural reforms and deregulation, yet the lefts in the government just scream for more taxes and debt. With the lefts in coalition German decline will continue. Is there any hope for change?
US households have massive exposure to equities: Equities now account for 32% of total US household assets, the largest percentage among all categories. This is followed by real estate, at 30%, and insurance & pensions, at 21%. By comparison, in China, real estate accounts…
"If you walk away from these once in a lifetime peace opportunities, you can’t complain 25 years later." - @BillClinton to Yasser Arafat in 2000 after he walked away from a deal that would have given the Palestinians all of Gaza, a capital in the Eastern part of Jerusalem 96% of…
Basic necessities have never been more unaffordable: US grocery prices have surged +29% since February 2020 to an all-time high. During the same period, overall food prices have risen +30%. Furthermore, food away from home has surged +33%. Transportation services have…
DATACENTER BUILD WILL ONLY ACCELERATE What is the real demand? It is inference. Training models take a lot of compute, but that is predicable. Querying model is the variable. And it’s not one $AMZN $META want to undershoot. $MSFT turned to $NBIS $GOOGL turned to $WULF $CIFR…
I've already mentioned it, but I really believe that people don't fully grasp what a revolution this is going to be. You need to imagine a society where everyone is profoundly retarded and by that I mean a lot more than they already are.
I've already mentioned it, but I really believe that people don't fully grasp what a revolution this is going to be. You need to imagine a society where everyone is profoundly retarded and by that I mean a lot more than they already are.
He beheaded Christians, Yazidis, Druze, Alawites, and Kurds. Why did no one performatively walk out during his speech at the UN?
The current AI boom is not sustainable, a new Deutsche Bank research note warned. AI capex is now so massive it is keeping the U.S. out of recession, the bank said. Separately, Bain & Co. estimate there will be an $800 billion shortfall in the revenues needed to fund the…

SouthernValue @SouthernValue95
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High-Quality Stock Sp... @jwibdu1gt75706
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おとぎメロディ @Fekarh1368
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_ Kristjan Kullamägi... @Qullammggie
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Barbell Financial �... @BarbellFi
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Elite Swing Traders @1chsrtmaster
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CathVSConf☘️ @CathVSConf
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TechSupercycle🇺�... @Vereh98621
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Pythia Cap: Vertical ... @PythiaR
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modest proposal @modestproposal1
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Doomberg @DoombergT
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Compounding Quality @QCompounding
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Marc Andreessen 🇺�... @pmarca
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