Saw this graph earlier used to suggest there isn't an AI bubble - that increasing margins suggest we've some way to go before being overvalued.
My counterpoint would be that it charts the export of low-margin industries like manufacturing from the US and the rise of high-margin…
I saw an options seller here on fintwit claiming 4% per month - that's >60% compounded annually.
I enjoy selling options with the rest of 'em but on this list here there's only one person that can beat 60% over distance and it's Jim Simmons.
Over the long term selling options…
I saw an options seller here on fintwit claiming 4% per month - that's >60% compounded annually.
I enjoy selling options with the rest of 'em but on this list here there's only one person that can beat 60% over distance and it's Jim Simmons.
Over the long term selling options…
Look I'm no fan of Trump but if the US has to refund the $8tn in tariffs the White House claims they've received then the US will no doubt be in a fair chunk of trouble.
Look I'm no fan of Trump but if the US has to refund the $8tn in tariffs the White House claims they've received then the US will no doubt be in a fair chunk of trouble.
Gold resolves this wedge before October 1st. Action is tightening, volume is dropping. Most likely resolves upwards, but not impossible to come back down.
When your company vision is greater than the compensation, this is what you get.
Half of Nvidia employees could retire tomorrow and never think again about their money situation, but they're still at Nvidia because of the vision the company & Jensen have cast, and the product…
When your company vision is greater than the compensation, this is what you get.
Half of Nvidia employees could retire tomorrow and never think again about their money situation, but they're still at Nvidia because of the vision the company & Jensen have cast, and the product…
Your memory of lost ones' voices, movements, their mannerisms and gait are as tentative as they are precious - it does not take much for them to be overwritten by AI slop and that precious memory be lost forever.
Tread with caution.
Your memory of lost ones' voices, movements, their mannerisms and gait are as tentative as they are precious - it does not take much for them to be overwritten by AI slop and that precious memory be lost forever.
Tread with caution.
Own a little $UNH but scaling in slowly because I can't be sure we've found the bottom yet.
2nd tranche to go in today I think with this drop - hopefully a sell-off on open gives good opportunity.
Unless we put an end to inflation, all companies will one day be worth more than $20T. The question is whether it'll happen in our lifetimes..!
For me, I think Tesla's numbers are horrible and they'll be in a lot of trouble fairly soon if they don't turn their ship around.
Unless we put an end to inflation, all companies will one day be worth more than $20T. The question is whether it'll happen in our lifetimes..!
For me, I think Tesla's numbers are horrible and they'll be in a lot of trouble fairly soon if they don't turn their ship around.
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