AF

[AF @AlainFabian]

@TheProfInvestor @Ferbin08 If it’s a different era then what happened during previous VIX spikes shouldn’t matter right?

[AF @AlainFabian]

@Polymarket Translation: slow down we are running out of money.

[AF @AlainFabian]

@nishant10a @DarioCpx US consumers paying 50% more for gas are suffering like the rest of the world.

[AF @AlainFabian]

@MilkRoadAI “That's not an AI cost problem. That's a CFO who budgeted for a pilot and got a revolution.”

And how much did Starbucks profits grow directly from using AI? If it tripled its budget would it lead to more profit?

[AF @AlainFabian]

@StockOptionCole @BullForNow Maybe read about the circular financing going on which explains the revenue growth but is not currently sustainable unless real demand picks up tremendously over the next few years.

[AF @AlainFabian]

@karmant_capital @negligible_cap Yes they are printing real revenue. The companies buying their chips for AI are they printing real revenue from it? Same data center story as in 2000. They built a ton. Real revenue. They remained unused for years.

[AF @AlainFabian]

@Marginator @mattcerminaro AI earnings are not real earnings. When Nvidia invests in OpenAI so OpenAI can buy Nvidia chips it looks like Nvidia revenue but it really isn’t.

[AF @AlainFabian]

@jordan588092950 @SwanDesk The problem is not the 5% cap, the problem is that investors want to withdraw a lot more right now which is a concerning signal for the market.

[AF @AlainFabian]

@sighohwhy @VivalaCoinBTC @BillAckman @realDonaldTrump @SecScottBessent @pulte So people will wait until the lock in period ends before selling their home to avoid the penalty which means fewer homes on the market and higher prices.

[AF @AlainFabian]

@RyanDetrick @Underthecosh1 The fact that EAFE did even better than SPX doesn’t mean it’s not correlated. The likelihood that EAFE doesn’t crash if the US market crashes is very low.

[AF @AlainFabian]

@Sashk01 @MichaelJBurry__ “Hypothetical returns”

[AF @AlainFabian]

@camelfinance Been following you for a year and love your content but I'm not seeing longing over the past couple days as consistent with your strategy. Sure we were in the window for a cycle low but I didn't see the big candle showing a reversal or any trend line breaks yet.

[Daniel Marques @arnoldblakeeth]

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