stimmy_incinerator_go_boom

Sto(n)cks and snark.
Never wrong, often early, not to be taken as investment or life advice.

[stimmy_incinerator_go_boom @MahketVoodoo]

@iamtrask Wow, paying for 8 models instead of 1 leads to better results. I'm blown away

[stimmy_incinerator_go_boom @MahketVoodoo]

@OpenRouter How is this not exponentially more expensive per unit of output, even quality adjusted?

[stimmy_incinerator_go_boom @MahketVoodoo]

@F1BigData These are the stupidest cars of all time

[stimmy_incinerator_go_boom @MahketVoodoo]

@QuetzalPhoenix Well the cutting edge cars and rockets are barely profitable, if at all, and dependent on billions in tax payer subsidies

[stimmy_incinerator_go_boom @MahketVoodoo]

@MsMelChen Getting fleeced for someone's ego project is not good for America. I'm a big fan of your work but i think you should sit out financial analysis and recommendation

[stimmy_incinerator_go_boom @MahketVoodoo]

@orrdavid My bear case for these suddenly hot optical companies is that data centers have been built for years and yet they still cant make money. It's not like the world's first Data centers are just being built in 2027 and we don't know what that takes...

[stimmy_incinerator_go_boom @MahketVoodoo]

@LPMisesCaucus Iran already took credit for it

[stimmy_incinerator_go_boom @MahketVoodoo]

@DualAcies The mkt not supporting the Space X ridiculousness would be a success of capitalism

[stimmy_incinerator_go_boom @MahketVoodoo]

@DeItaone Just stop

[stimmy_incinerator_go_boom @MahketVoodoo]

@traderpodcaste Are these Friday crashes from a certain percentage from highs? Id think obviously after a long downtrend a crash like that would lead to a better bounce following week

[stimmy_incinerator_go_boom @MahketVoodoo]

@TheShortBear Have you considered markets are just fing retarded

[stimmy_incinerator_go_boom @MahketVoodoo]

@HFMajorTom In fairness alot of that is from appreciation on semis and junk shorts reducing AUM

[stimmy_incinerator_go_boom @MahketVoodoo]

@NotFifthGear Is that considered a beard in Monaco?

[stimmy_incinerator_go_boom @MahketVoodoo]

@flapprdotnet He's very competent. The question os at achieving what

[stimmy_incinerator_go_boom @MahketVoodoo]

@Templogic @LanceRoberts Don't think we're talking about the same thing. Oil companies are valued on cash for after expected depreciation or maintenance capex. SpaceX and starlink are not currently. I was referring to whether the enterprise is profitable

[stimmy_incinerator_go_boom @MahketVoodoo]

@LanceRoberts @Templogic Starlink makes money if you assume their satellites never depreciate (they have to be replaced every 5-7 years)

[stimmy_incinerator_go_boom @MahketVoodoo]

@stoked_on_waves @NickNemo17 as a Militia LP since 2021 I can tell you those numbers are completely bogus, both under and overshooting nearly every year. no idea where he got them

[stimmy_incinerator_go_boom @MahketVoodoo]

@NickNemo17 correctly determining when an asset class or stock should be invested in cant be criticized, bc after the fact you know what they were exposed to and then "Strip out" that beta and say there's no alpha...

[stimmy_incinerator_go_boom @MahketVoodoo]

@NickNemo17 Militia, hedge fund or etf, was never 1.0 beta to Japan. Nor did the hedge fund always hold a japanese allocation. He put up huge numbers well before the japanese allocation and then chose it as a factor to rotate into

[stimmy_incinerator_go_boom @MahketVoodoo]

@NickNemo17 This is highly misleading analysis cloaked in sophistication. You have the benefit of knowing after the fact what factors he had exposure to for specific time windows. He made those factor allocation decisions in real time without knowing the future.