DFlo_tradingacct

Equities trader doing my thing. Only market/trading/econ related posts. Me in pic. No subs, svcs, dms. I block unverified followers.

[DFlo_tradingacct @DFlo_34]

Reminder to fintwit: America swings a big dick. You emotionally gullible TDSers act like we sport a micro-penis. Sorry you weren’t in cash.

[DFlo_tradingacct @DFlo_34]

@GameStoppedDRS @Stonkfather2021 😂😂😂😂

[DFlo_tradingacct @DFlo_34]

@Biotech2k1 $GLSI

[DFlo_tradingacct @DFlo_34]

@TheRayMyers lol. Nope

[DFlo_tradingacct @DFlo_34]

@RentYourStocks That is the overwhelming aggregate opinion.

[DFlo_tradingacct @DFlo_34]

@Ric_RTP Why is it the young dude who can’t grow a proper beard have the most useless posts. Good luck, mutant

[DFlo_tradingacct @DFlo_34]

@LogicalThesis @JackPrescottX I don’t think you know/understand nearly as much as you think.

[DFlo_tradingacct @DFlo_34]

@leadlagreport @market_sleuth Lmao of course you do.

[DFlo_tradingacct @DFlo_34]

@RichardWedekin1 She’s a good example of possessing tremendous knowledge and education but simply not knowing how to trade. Shes utterly terrible.

[DFlo_tradingacct @DFlo_34]

@r0ck3t23 Call an electrician and have him install more outlets. What’s so hard about this?

[Pharmdca @Pharmdca]

Buying selective biotech stocks post positive data on dips so far has 100% success rate
$IMNM
$ALMS
$KYTX
$GPCR
$IMMX (still lagging though, but believe eventually this will outperform)

Next on target $GUTS & $GOSS will be looking to apply the same strategy if good readouts

[Lin @Speculator_io]

This is the kind of market where you simply buy what the president tells you to:

Rare Earths
$CRML Critical Metals
$TMC The Metals Company
$USAR USA Rare Earth

Defense
$SKYT SkyWater Technology
$KTOS Kratos
$KRMN Karman
$AMTM Amentum

AI Infrastructure
$GOOGL Google
$NUAI New Era
$NBIS Nebius
$IREN IREN
$HUT Hut 8

Critical Minerals
$TMQ Trilogy Metals
$UUUU Energy Fuels
$UAMY United States Antimony

Energy
$BE Bloom Energy
$GEV GE Vernova
$PWR Quanta Services

Chips
$TSM TSMC
$INTC Intel
$NVDA NVIDIA
$AMD AMD

Memory
$SNDK Sandisk
$MU Micron
$STX Seagate
$WDC Western Digital

Space
$RKLB Rocket Lab
$ASTS AST SpaceMobile
$PL Planet Labs
$FLY Firefly Aerospace
$RDW Redwire

Drones
$ONDS Ondas
$UMAC Unusual Machines
$RCAT Red Cat

Nuclear
$LEU Centrus Energy
$CCJ Cameco
$OKLO Oklo
$BWXT BWX Technologies

Autonomous Vehicles
$TSLA Tesla
$AEVA Aeva Technologies

Robotics
$SERV Serve Robotics
$AMZN Amazon
$ARBE Arbe Robotics

Batteries
$TE T1 Energy
$EOSE Eos Energy Enterprises
$ELVA Electrovaya
$FLNC Fluence Energy

[J.C. Parets @JC_ParetsX]

Hard to argue here

[DFlo_tradingacct @DFlo_34]

@HenrikZeberg @APompliano To be fair, could you not have said the same Q1 ‘25?

[DFlo_tradingacct @DFlo_34]

@Citrini7 She’s like an 8 year old.

[DFlo_tradingacct @DFlo_34]

@bubbleboi You’re funny

[Big Brain AI @realBigBrainAI]

Jonathan Ross, Founder and CEO of AI chip company Groq, offers a contrarian view: AI won't destroy jobs, it will create a labour shortage.

He outlines three things that will happen because of AI:

First, massive deflationary pressure.

"This cup of coffee is going to cost less. Your housing is going to cost less. Everything is going to cost less."

He explains this will happen through robots farming coffee more efficiently and better supply chain management, meaning people will need less money.

Second, people will opt out of the economy.

"They're going to work fewer hours. They're going to work fewer days a week, and they're going to work fewer years. They're going to retire earlier because they're going to be able to support their lifestyle working less."

Third, entirely new jobs and industries will emerge.

Jonathan points to history as evidence:

"Think about 100 years ago. 98% of the workforce in the United States was in agriculture. When we were able to reduce that to 2%, we found things for those other 98% of the population to do."

He continues:

"The jobs that are going to exist 100 years from now, we can't even contemplate."

Software developers didn't exist a century ago. In another century, they won't exist either, "because everyone's going to be vibe coding."

The same applies to influencers, a career that would have been unthinkable 100 years ago but now earns people millions.

His conclusion: deflationary pressure, workforce opt-outs, and new industries we can't yet imagine will combine to create one outcome...

"We're not going to have enough people."

[Ricardo @Ric_RTP]

The most skilled guy in the AI industry just said we're 1-2 breakthroughs away from AGI.

And he explained exactly what's missing.

Demis Hassabis runs Google DeepMind.

He won the Nobel Prize in Chemistry last year.

He's literally the reason why Google is considered the leader of the AI race.

And he just dropped the most specific AGI timeline ever:

"One or two AlphaGo-level technological breakthroughs."

That's it. That's all standing between us and artificial general intelligence.

But here's the thing...

LLMs are NOT going to get us there.

ChatGPT, Gemini, Claude - they're all hitting the same wall.

They can't plan long-term. Can't create NEW ideas. Can't understand physics.

Demis called them "jagged intelligences. Very good at certain things. Completely incapable of others."

You've felt this yourself.

You've felt this yourself.

You ask ChatGPT a complex question and it sounds smart.

But ask it to solve something that requires REASONING across multiple steps?

It falls apart.

So what ARE the 2 breakthroughs we need?

Breakthrough #1: World Models

AI that understands how physics actually works. How water flows. How cause and effect works.

DeepMind already has early versions (Genie, Veo).

The insight: If AI can GENERATE something realistic, it UNDERSTANDS it.

This is the foundation for robotics and AI that interacts with reality.

Breakthrough #2: Agentic Systems

AI that can DO things. Not just answer questions.

Plan multiple steps. Execute autonomously. Adjust when wrong.

DeepMind proved this with AlphaGo in 2016 - planning 20+ moves ahead to beat the world champion.

Now they're generalizing it to the real world.

And here's the most interesting part:

Demis says these two things are starting to CONVERGE.

LLMs + World Models + Agentic Behavior = AGI

And when I say converge, I mean Google is already building it.

They're setting up the first fully automated scientific laboratory in the UK.

No humans running experiments.
AI designs the test. Robots execute it. AI analyzes results. AI adjusts and iterates.

The lab will work on:

→ Room-temperature superconductors
→ Nuclear fusion materials
→ New battery chemistries
→ Climate tech breakthroughs

Demis's logic is simple:

"If AI can screen materials 100X faster, the energy revolution takes 10 years instead of 100."

But here's the scary part:

China is MONTHS behind. Not years.

"They're very close to the frontier. Maybe only months behind."

DeepSeek. Alibaba's Qwen models.

They're catching up fast.

And unlike what people thought, they're doing it WITHOUT access to the most advanced Nvidia chips.

The window for the West to lead in AGI is shrinking.

The economic impact?

Demis: "10 times bigger than the Industrial Revolution. And maybe 10 times faster."

Industrial Revolution took 100+ years and reshaped civilization.

This will be 10X bigger in 1/10th the time.

Mass job displacement. Economic restructuring. New industries overnight.

But also:

→ Curing all disease
→ Solving climate change
→ Unlimited clean energy
→ "Radical abundance"

Demis is betting DeepMind can get there first.

Google spent $400 million on DeepMind in 2014.

That stake is now worth 100s of billions.

Because DeepMind is now the "engine room" of ALL of Google's AI.

Every Gemini model. Every AI feature in Search, Gmail, Workspace.

All built by DeepMind.

Shipped across Google's dozens of billion-user products instantly.

That distribution is their superpower.

The final thing Demis said that stuck with me:

"AGI is probably the most transformative moment in human history. And it's on the horizon."

One or two breakthroughs and 5 years away.

According to the most skilled guy in the industry.

[Traders Jotter ✍️ 📈 💰 @tradersjotter]

@PeterSchiff Powell cutting while the long bond sells off is the loudest recession + inflation combo signal we’ve had since 2022.

[Alpha @alphaworst1]

@PeterSchiff The Bond Market never lies If yields are rising while the Fed is cutting, the market has lost faith in the dollar’s long-term value.

[The Compass Report 🧭 @Compass_Report]

Look, it's weird. The Fed cutting rates while yields and gold go up is scary. But most analysts I've read say it's not a 2008-style debt bomb about to blow. They think yields are up because the US economy is still weirdly strong, and silver is insane because of a supply crunch from China plus AI factories gobbling it up. Gold is being bought like crazy by global central banks as a general hedge. So yeah, it's a super fragile, high-risk world, but they see it as more of a slow-burn problem with inflation and stability, not a sudden collapse.🤷