my2cents

Focused on max returns with managed risk. Reposts are not endorsement. Not financial advice.

[my2cents @0point02]

Biggest energy crisis in history, and the market made all time highs in the middle of it. Nothing to worry about, totally healthy. I'm sure nothing will happen.

#hormuz #recession #oil #spx #nasdaq

[The Kobeissi Letter @KobeissiLetter]

It's official:

The world is now experiencing its biggest energy crisis in history, with 600 MILLION barrels of lost oil supply.

US gas prices are up +47% since December and inflation is nearing 4% in a similar path to the 1970s.

What happens next? Let us explain.

(a thread)

[my2cents @0point02]

@sama As a USA person

[my2cents @0point02]

@themarketradar *Weekend crude (manipulated downwards via the US Treasury and SPR releases) doesn't see this as a big deal

[my2cents @0point02]

@DeItaone OH MY GOD HE’S GIVING THEM MONEY AFTER ALL THAT SHIT TALK

[my2cents @0point02]

@michaeljmcnair But they did say OpenAI has the same issue and was not asked to shut their model down.

Also, I canceled my Claude subscription due to this. Can’t imagine I’m the only one.

This either gets fixed or the AI trade is over.

[my2cents @0point02]

We need frontier models. That’s what makes it exciting and makes us pay.

If we can’t access frontier models, our usage will undoubtedly drop to some extent.

What happens when an entire sector is priced for continuous, huge growth, and something suddenly pumps the brakes?
$SPY

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[my2cents @0point02]

@nlw This is probably to stick it to them for what happened with DoW couple of months ago. However, this will lead to less use overall and will tank the market 100%. They released this right after market close in a Friday for a reason.

[my2cents @0point02]

@DeItaone THE DEAL IS NOWHERE NEAR DONE, HE'S LYING TO GET THE SPACEX IPO TO GO THROUGH lmao

[my2cents @0point02]

@qthomp Great call and it makes a ton of sense.

Now imagine if the market calls his bluff. lol.

[my2cents @0point02]

@fejau_inc @SalamiJohny Tokens aren’t expensive because of demand. They’re expensive because they it cost a LOT of money to run the models.

[my2cents @0point02]

@DeItaone This is false, they just shot one of our birds down and were hitting them back.

You cannot save the market Walter

[my2cents @0point02]

@DeItaone Bro there’s no deal. We are going to war. You cannot save the market

[my2cents @0point02]

@themarketradar 😂 how is the market up and not just dropping straight down as stuff like this keeps happening

Guess everyone’s a degen

[my2cents @0point02]

@BarakRavid This only means one thing:
SELL EVERYTHING

[my2cents @0point02]

@spectatorindex My goodness, this is unbelievable. Sell everything

[my2cents @0point02]

@DeItaone HE'S GETTING WORRIED.

This is a HUGE exit sign.

[my2cents @0point02]

@spectatorindex Israel will not accept any deal, they confirmed it. War continues. Market is cooked. https://t.co/QC7c8z6aoh

[Citrini @citrini]

Gonna be pain this week.

[my2cents @0point02]

@DeItaone There is no deal, both sides said it. War continues. Market is cooked. https://t.co/QC7c8z6aoh

[Citrini @citrini]

Gonna be pain this week.

[my2cents @0point02]

@fejau_inc 😂 anything to pump the market

[my2cents @0point02]

@qthomp They’re starting to pick up on the lies