Miguel Angel

[Pi-Fi @gherkinit]

https://t.co/EAchuOD4F4

[Dr_Gingerballs @Dr_Gingerballs]

No one cares, Satya. Insufferable LinkedIn slop. Microsoft Teams takes 10 minutes to load for some reason and crashes my desktop. Outlook focused mode makes me miss all sorts of important emails. Your office products are constantly bothering me to generate slop no one wants to see.

Your software is an actual dumpster. Stop circlejerking with AI grifters and fix your broken shit, man.

[FinancialJuice @financialjuice]

Trump on Iran: Briefed on the Egypt incident

[Miguel Angel @Miguel_Risk]

@edzitron billion, the
company is experiencing a rapid acceleration
in top-line growth at higher EBITDA
margins .

[Miguel Angel @Miguel_Risk]

@edzitron , given that a large part of cloud
demand comes from Anthropic and OpenAI
– both of which run at negative operating
cash flow.
Meta’s results pour cold water over the
notion that AI cannot lead to significant
improvements in business profitability.
Despite having revenues of $201

[Miguel Angel @Miguel_Risk]

@DanielSLoeb1 Oil shock just beginning

[Miguel Angel @Miguel_Risk]

@BlueDuckCap @WarrenPies Love these comments so much. This will age very well.

[Miguel Angel @Miguel_Risk]

@HayekAndKeynes Let’s re run that with a near infinite supply of drones, guided by China.

[Ram Ahluwalia CFA, Lumida @ramahluwalia]

Let me put this in perspective for you.

1) You have an inflation shock

2) Energy costs going from $2 Tn to [ $5 Tn to $8 tn ]

Consumer spending will take a hit, and it was weak before the Iran conflict

3) That hurts marginal businesses especially small caps

4) Bloomberg reports that datacenter projects are getting cancelled due to tariff and component constraints

5) The market does not believe Oracle’s RPOs are credit worthy

6) Valuations remain at high levels.

This is a major point… show me a category that is a bargain.

7) Interest rate costs are going up

8) Analysts have not yet reduced forward earnings estimates… your forward PE is not credible.

9) IRGC has had 2 decapitations and they aren’t bending.

Risk Off.

Sorry guys that’s just the facts…

[Miguel Angel @Miguel_Risk]

@HayekAndKeynes Victory would mean walking away, leaving an emboldened regime in charge of the Hormuz and a nuclear program, ending the US petrodollar and hegemony. Death of empire stuff.

[Miguel Angel @Miguel_Risk]

@HayekAndKeynes Can think of many more pointless variations of your idiot diagram.

[The Long View @HayekAndKeynes]

@Miguel_Risk Think more

[Miguel Angel @Miguel_Risk]

@HayekAndKeynes I was referring to your take

[FinancialJuice @financialjuice]

Transneft to redirect oil from Baltic ports - IFX

[Miguel Angel @Miguel_Risk]

@sohaibab9 @anasalhajji Look at the oil price idiot

[Miguel Angel @Miguel_Risk]

@overton_news Classic basic American take.

[JD Vance @JDVance]

Twenty years ago we invaded Iraq. The war killed many innocent Iraqis and Americans. It destroyed the oldest Christian populations in the world. It cost over $1 trillion, and turned Iraq into a satellite of Iran. It was an unforced disaster, and I pray that we learn its lessons.

[Miguel Angel @Miguel_Risk]

@TheRealBirnbaum All the people that like palantir are retail morons who couldn’t refute a single one of Burrys many points from that substack with facts. It’s a pump and dump scheme run by Thiel and social media manipulation to trick idiots into buying stock.