The Ai bubble is having leaks:
- Current valuations have been built on future outlook and set timelines
- Lots of the expectations are data center driven
- When timelines are delayed or not matching up, it deflates the expectations
- There really are not enough places to build the data centers that have been projected as critical to these valuations
- Reality is striking in
Hearing the King of England speak so favorably about the United States has stirred some very profound patriotic emotions and vindicated pride within me
Our nations’ bond is priceless and eternal
Masterful address
God bless the United States and may God save the King 🇺🇸 🇬🇧
It’s impossible to accurately predict how long this conflict will go on for at this time. Who will get involved? How long will munitions last? Who’s to say
Right now this is a state of attrition and a strong defense is key for the survival of the gulf. Drones are cheap for Iran
Here’s my Monday market predictions:
- Gold up from instability ($4500+)
- Oil up from loss of insurance on tankers and drop in global supply access ($73+)
- Market down sharply due to loss of infrastructure from strikes and supply chain closures across the Middle East
The real bank for real Americans doing real things!
The cutting-edge business model is based on next-gen concepts like "don't let your client's money disappear", "care at all about national security", and most importantly, "the market sometimes goes down".
I’ve been saying this is coming for years now. This is why my team and I have been working so hard to secure building Rare Earth refineries and mines here domestically in the US. China will cut us off next.
There are uranium deposits in certain parts of the United States but NGOs and regulation prevent us from utilizing it!
We have everything we need inside our borders
The United States needs to adapt to compete.
Our government should own a stake in every national security business that we subsidize. (Steel, defense, energy, critical tech, national banks)
This BOTH forces optimization of supply chains due to vested interest AND solves the debt
My firm, @DecorusImperium is paving they way for investment solutions in the private sector to construct Rare Earth refineries
The supply chain isn’t caught up yet
We need a dual pronged approach of mining and refining credits since there are no clients or incentives presently
For those who don’t know what this means.
The book value is the true price of a stock with assets and liabilities measured
The price value is the current stock market price that people pay for it
In other words, the market is VERY OVERVALUED at the moment