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KBFin @KBFin_

It’s called venting. Ever heard of it? Joined January 2025
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KBFin @KBFin_

2 weeks ago

Trimmed my tech position before EOD. Hawkish fed & poor labour numbers to me seem like a call for a trim on an overvalued sector to begin with.

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KBFin @KBFin_

7 months ago

Phenomenal read by @morganb on Openseek. Very well explained and easy to understand.

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Morgan Brown @morganb

7 months ago

Phenomenal read by @morganb on Openseek. Very well explained and easy to understand.

KBFin retweeted
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Morgan Brown @morganb

7 months ago

🧵 Finally had a chance to dig into DeepSeek’s r1… Let me break down why DeepSeek's AI innovations are blowing people's minds (and possibly threatening Nvidia's $2T market cap) in simple terms...

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KBFin @KBFin_

7 months ago

I agree with Jim Brown. Cost efficiency on AI processing LLMs leading to INCREASED demand not the other way around. This sell-off is very over done.

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KBFin @KBFin_

8 months ago

Doesn’t clarify what “trade” involves, but given that the Saudis have a large supply of light oil—highly valuable because it’s easier to refine, resulting in lower production costs—it’s likely a key factor in the Feds decision to impose Canadian Tarrifs reuters.com/world/middle-e…

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