Wargus

Everything can be improved.

[bad robot ventures @foxenflask]

Some general comments and pattern recognition from @friedberg on the latest @theallinpod, on an emerging category of acquisitions that he’s noticed, with some mentions of $GME and Ryan Cohen being squarely in that mix and possibly setting the precedent.

"..I'll make a prediction, I think that $EBAY and $PYPL are probably the beginning of a wave of megadeals, of let’s call it, flaccid digitinal businesses that can be revived with the bluechew of cqpitql ans the right operator and I think that there is probably a big wave of this to come.."

"..And that's a massive opportunity, the question is, as a capital provider, who do you partner with to execute that operational revival of that business? You're not gonna go hire some Mckinsey consultnt to go to that work for you, its gotta be the best of the best, its gotta be the right players in the business. I think Ryan Cohen has proved his metal with everything hes done with Chewy and GameStop.."

[Cawing Crow @cawcawingcrow]

I don't think the crayons will be necessary today.

[aether @bluewdrift]

Major life hack: Don't complain, ever. Nobody likes a complainer. They drain the energy of everyone around them. It's exhausting spending time around someone who constantly complains about things outside their control. If it's within your control, go do something about it. If it's not, you're just wasting energy thinking about it. Complaining gives too much power to the thing. Take back that power.

[Wargus @JavierO32059419]

@TheUltimator5 It's actually draining, but these moments give hope.

[Roberto Rios @peruvian_bull]

It’s all a big club

And you’re not in it

[Renzo™ @fwrenzo1]

The most successful trick the elites ever pulled was making "Poor" a personality flaw instead of a systemic result. We live in a world where a guy who inherited $100M calls a teacher "lazy" because they can't afford rent. And half of you believe him.

[Renzo™ @fwrenzo1]

The "Middle Class" was a 50-year fluke designed to prevent a communist revolution during the Cold War. Now that the threat is gone, the elites are systematically dismantling it. You aren't "falling behind"; you’re being pushed back into the peasantry.

[Wargus @JavierO32059419]

@zebular0 conv de-legending

[Wargus @JavierO32059419]

@PhantomBlack699 Kitty behind teddy, with his 500M just like RC

[Zephyr @zephyr_z9]

LMAO
Zuck finally takes the L

[Roger @rdd147]

Let me put in simple terms what BIS is saying here.

The Ai bubble is now a self-feeding disaster that can’t be rescued. Hyperscalers must borrow and keep increasing capex higher every quarter for eternity. Every quarter the situation grows more disastrous, but the entire financial system risks collapse the second the debt ends. It’s unavoidable.

$meta $orcl $soxx $dram

[Tom Dunleavy @dunleavy89]

There were signs

[The Kobeissi Letter @KobeissiLetter]

What just happened?

In just 27 minutes, the Nasdaq 100 just fell -1,000 points and the S&P 500 erased -$1 TRILLION without any major headlines.

The Nasdaq opened +1% higher then fell -3% between 9:30 AM and 9:57 AM ET.

What does it all mean? Let us explain.

(a thread)

[Prompter @PromptLLM]

Crazy take from Claude

[Wargus @JavierO32059419]

@rnewton7777 You are that clever, but wouldn't fall so low. It's against everything you stand for.
So you're actually not that dumb.

[unusual_whales @unusual_whales]

"AI is likely to produce neither a job apocalypse nor productivity utopia, but something harder to measure: a quiet degradation of the quality of the jobs that remain," per Bloomberg

[SultanAlmaadeed.com @Almaadeed]

🤣🫣

[Judd Legum @JuddLegum]

I guess I'm just dim but I really don't understand who is buying SpaceX at $160 per share. This is a company that is losing billions of dollars a quarter and the profits are supposed to come when we colonize Mars and launch data centers in space?

[Sense Receptor @SenseReceptor]

Former BlackRock fund manager Ed Dowd on the SpaceX IPO:

"people gotta understand... [SpaceX] raised $75 billion... [and only] floated 5% of the stock... it's a very small float"

"[But its valuation], that's a different story"

"$1.7 trillion did not go to SpaceX. [It is] $75 billion. So people need to understand that"

"then when Anthropic and OpenAI, if they ever make it to IPO, they're going to raise about $100 billion each. So the total raised actual real money is about $300 billion between these three IPOs"

"Their valuations, that's a different story. And those probably won't hold and they'll probably, you know, go down 80%. So anybody buying these stocks at these prices is probably going to lose a lot of money if they hold on to them"

@ShannonJoyRadio @DowdEdward