@DeepSailCapital $FRMI , unprofitable, a history of scam behind the board, convictions, resignations, no borrow fee. Trading 3x above overinstated book value while it's slowly decomposing
@SixSigmaCapital Who are you talking about ? Almost all investors i follow, including me said it's a bargain. Are you following cryptobro522 as thoughtleader ?
@TheSpaceSoviet The market decided to think that Trump will get it so wrong that the Fed will have to print again, or that he will be removed from leadership because of dementia. Either one, this is the narrative now, not completely rational
@pvergadia Robot tax is stupid and wont work, just like global tax doesnt work. There will be states that provide compute without tax, same as pollution, a prisoner's dilemma that is automatically played on double defect cuz humans are monke
@wallstreetmil I will not, i am not invested in any ai, except google. Being down to earth and sticking to facts is what i do, and you should be free of narrative-based thinking. I also think Sam altman is a scamboy, openai is extremely overhyped, and that SWE is getting disrupted
@wallstreetmil Things are changing very fast, go ahead ask any dev about Opus4.6 . It is not my gut feeling, it's my real life experience as a professional. Also they can't even find devs willing without AI to redo the experiment.
Plz be clear headed, i like WSM
https://t.co/Xk1iZdjRLg
@ACapitalLP I am trying to come up with some coding tests for SWE candidates while i'm doing 95% of my code writing with AI. It feels like things are changing, but for real this time.
A bit scared bureaucracy is not gonna tame the shock well enough