Cross Asset Edge

[Alex Prompter @alex_prompter]

Let me trace the timeline here because nobody's connecting it.

Step 1: Scrape the entire internet. Every book, every article, every conversation, every piece of art, every forum post. Do it without asking. Do it without paying.

Step 2: Train a model on all of it. Call it "artificial intelligence."

Step 3: Go to BlackRock's Infrastructure Summit and announce: "We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter."

Step 3 is where you sell people's own knowledge back to them. On a meter.

They took the collective output of human thought, compressed it into a model, and now they want to charge you by the token to access a version of what you and everyone you know already created.

One Reddit user put it perfectly: "They stole all this data from us, the people, our life's work, creativity, art, by devouring the internet and blowing through all copyright laws. Now they want to sell it back to us in the form of a utility."

Imagine if someone photocopied every book in the public library, burned the library down, and then opened a subscription service for the copies.

That's the metered intelligence business model.

And they're pitching it to infrastructure investors as though they invented water.

[Dr. Parik Patel, BA, CFA, ACCA Esq. @ParikPatelCFA]

Has Nike considered pivoting from shoes to AI datacenters?

[Marty Rosa @martinfrosa]

@commonsenseplay Yes, we are being lied to but the hype must continue because they all need to keep raising money since cash flow is negative with no profit in sight.

[Micke Andersson @TetsuoIronman]

@policytensor The Arabian plate is converging with the Eurasian so the Hormuz strait will close by itself in a few millions years effectively rendering this entire issue irrelevant.

[Blue Diamond Investing, LLC @BDI_LLC]

@TokyoDeepValue Profitable for 30 years and only $60 Million market cap?

Is it a lemonade stand?

[Cross Asset Edge @CrossAssetEdge]

@junkbondinvest Binghatti’s next big maturity is in 11 months (02/2027). They say they have enough liquidity to go until 2028/29 (and Moody’s agrees) even under extreme stress scenarios. But yes, they’re a frequent debt issuer who ran up debt as fast as profits grew and now can’t access the mkt.

[Cross Asset Edge @CrossAssetEdge]

@FidelisLobo @Rory_Johnston Puppet Regime is a good, newer version

[Cross Asset Edge @CrossAssetEdge]

@felixprehn AI

[Cross Asset Edge @CrossAssetEdge]

@hissklarman @PeterBerezinBCA Yes, AI makes up numbers, and that’s another problem

[Cross Asset Edge @CrossAssetEdge]

@TotemMacro @Schuldensuehner Why would a new bond issuance creating a supply overhang affect the CDS price?
CDS doesn’t care about bond supply/demand. It measures default risk.

[Cross Asset Edge @CrossAssetEdge]

@AndreasSteno What if this time around Netanyahu is adamant that regime change is the only solution and it doesn't matter if the Iranian leaders want a ceasefire or nuclear deal? Markets are far too complacent that this flare up will be like the two in 2024 which quickly de-escalated.

[Cross Asset Edge @CrossAssetEdge]

@JavierBlas @TheTerminal Even if this isn't a result of an attack on vessels, such a collision could be a result of the disruption of navigation signals from vessels in the Strait of Hormuz that Bloomberg reported on yesterday.

[Cross Asset Edge @CrossAssetEdge]

@ETFlongonly @AndreasSteno VIX is spiking, risk sentiment is bad, US consumer negativity in focus = bad for crypto, stocks. Bond yields coming down can be (or is now) a flight to safety.

[Cross Asset Edge @CrossAssetEdge]

@shedntcare_ YouTube

[Arun S. Chopra CFA CMT🧐 @FusionptCapital]

Let's try this again...

[Cross Asset Edge @CrossAssetEdge]

@AndreasSteno Isn’t it more valuable to keep it for the resources?

https://t.co/97dzDbLAwe

[GENCO @gencostocks]

So, why would the US care about Greenland? Minerals and natural resources.

Greenland is incredibly rich in rare earth minerals that are vital to the US, our economy and national sovereignty

In fact, one of the largest undeveloped deposits of rare-earth minerals outside of China is in Greenland

[Cross Asset Edge @CrossAssetEdge]

@AndreasSteno Will the Daily Nowcast be part of the Basic package? Or which package?

[Cross Asset Edge @CrossAssetEdge]

@oguzerkan @zerohedge The website changed. Look at the replies, plenty of people pointing out GS’ error

[Brandon Beylo @marketplunger1]

Warren Buffett during market volatility.

[Cross Asset Edge @CrossAssetEdge]

@SamuelDividends Do you have a post or video with those other BDC recommendations?