Asymmetric Risks

25+yr investor -- screw value, stuff income, real returns are made when asymmetric risk works in your favour. All-in or get out. Bitcoiner from 2010 also...

[Asymmetric Risks @AsymmetricRisks]

Our latest research piece inbound... @cerebras

https://t.co/JzkzZ24ZTh

[Asymmetric Risks @AsymmetricRisks]

How's managing inflation going @JEChalmers?

That inflation rate in single digits is it? Is it???

Red Energy tends to disagree. #auspol

[Asymmetric Risks @AsymmetricRisks]

I legit expected this to say Belgium 🇧🇪

[*Walter Bloomberg @DeItaone]

U.S. MILITARY: FORCES HAVE BEGUN LAUNCHING A SERIES OF POWERFUL STRIKES AGAINST IRAN

[Asymmetric Risks @AsymmetricRisks]

They might suck at football but at least they don't suck at techno

[Trino DJ @trinodj]

German hard techno DJ and producer Klangkuenstler brought his Outworld production to Lyon, and the production truly looks out of this world. He transformed the venue with his signature Mega Reaktor tunnel as 14,000 fans attended the debut French edition of the show.

[Asymmetric Risks @AsymmetricRisks]

I'd like to report a murder...

[Fox Footy @FOXFOOTY]

"It's not OK to put the L-plate umpires out there!"

Former AFL umpire 'Razor' Ray Chamberlain and Gerard Whateley were at odds over the state of umpiring, and whether the four-umpire system has exposed a lack of depth. #AFL360

[Asymmetric Risks @AsymmetricRisks]

Strap in folks, it's gunna be a red Tuesday for AI stocks

[Asymmetric Risks @AsymmetricRisks]

Claude. Is down.

[Asymmetric Risks @AsymmetricRisks]

Official Aus Govt travel advice to UAE is “Do not travel” yet @emirates @EmiratesSupport still refusing fee-free cancellation. Is this profiteering from war? Hard to see otherwise. How much is Emirates making from the Middle East conflict in arbitrary fees?

[Asymmetric Risks @AsymmetricRisks]

The sheer scale of a trillion dollars can be hard to comprehend. Let me put it in perspective. The UK government could build and run two asylum hotels for three months for that much money.

[Sridhar Ramesh @RadishHarmers]

The sheer scale of a trillion dollars can be hard to comprehend. Let me put it in perspective. You would have to earn a dollar a year for a trillion years straight to have that much money.

[Asymmetric Risks @AsymmetricRisks]

@spikesguides How did they make the emoji of him before his internet game ever existed?? 🫪

[Asymmetric Risks @AsymmetricRisks]

So I’m just gunna call BS on a big chunk of these hallucinating AI images

[Asymmetric Risks @AsymmetricRisks]

Unbelievably we’re now at this stage of the cycle

[Asymmetric Risks @AsymmetricRisks]

Anthropic: we must slow or stop AI development for everyone to catch up.

OpenAI: 🚀

[OpenAI @OpenAI]

It's time to fly.

[Asymmetric Risks @AsymmetricRisks]

@memechaotic These things been at it for over a decade. This was September 2014

[Asymmetric Risks @AsymmetricRisks]

@suekhim Our kid wants to learn more about how physics, maths, space and the universe interact

[Asymmetric Risks @AsymmetricRisks]

This is the ultimate trolling of the left

[The White House @WhiteHouse]

They walk among us.

https://t.co/7HysdUuNVM

[Asymmetric Risks @AsymmetricRisks]

Micron: we’re the fastest wealth creation in history…

Anthropic: hold my beer 🍺

[Polymarket Money @PolymarketMoney]

Anthropic's valuation timeline:

• 2021: Founded
• 2023: $4.1 billion
• 2024: $18.5 billion
• Mar 2025: $61.5 billion
• Sep 2025: $183 billion
• Nov 2025: $350 billion
• Feb 2026: $380 billion
• May 2026: $965 billion

[Asymmetric Risks @AsymmetricRisks]

@juliaperture @FootyScran

[Asymmetric Risks @AsymmetricRisks]

There is a startling realisation that only coaches with hair win Grand Finals in the AFL. For this reason alone the Essendon coaching job can only go to Hirdy's beautiful mop. Go back and check the records, but coach with hair = grand final wins is a strong correlation. Also Melbourne and Adelaide are doomed

[Asymmetric Risks @AsymmetricRisks]

Is $CBRS consolidating post-IPO? You bet. Most mega IPOs are doing this, but you might want to think long here. Also those who are saying "early investors" are using retail as exit liquidity fundamentally don't understand the concept of IPO lock ups. Lot of bad takes online.

[Asymmetric Risks @AsymmetricRisks]

Hey @Hyundai_Global you guys could troll Ferrari pretty hard rn, just flip that production switch 🙏