Andrius Sabunia

MBA | Macro-driven | PRO Investor on @eToro
Exploring markets, monetary cycles & risk management. Building with AI

[Andrius Sabunia @NameisAndrius]

@Defipeniel @IBM @Kodak @nokia That’s the point. You know what they say about the only thing that is constant is change.

[Andrius Sabunia @NameisAndrius]

IBM fell 22% today. Biggest drop since Black Monday 1987.

What started as a WhatsApp conversation became a tour through 60 years of corporate history.

🧵 The Machine That Changed the World and how it gave the keys away

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@IBM , @Kodak , @nokia . Same trajectory. Different industries.

"Brilliantly managed, for a world that no longer existed."

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55 tech companies. 50 years of data.

Average dominance window: 17 years.

Every decade that passes, it shrinks by another 2.7 years.

Mainframe era: 18 yrs
PC era: 20 yrs
Internet era: 13 yrs
AI era: 5 yrs (so far)

The cycle is speeding up. The data says so.

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Ford fired its veteran engineers to cut costs.

Then rehired 300 of them.

The spreadsheet justified the layoffs but it never modelled what walked out the door with them.

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Full interactive article — chat bubbles, sound, editor notes:

https://t.co/TAYPBjn0YM

@eToroBuilders @eToro #knowbetter #investing #FinanceNews

[Andrius Sabunia @NameisAndrius]

🔭 𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐑𝐀𝐃𝐀𝐑 | 𝟏𝟕 𝐉𝐔𝐋𝐘 | 𝟏𝟗:𝟎𝟎
Chip selloff deepens as new AI model (Moonshot's Kimi K3) mirrors DeepSeek shock. Rotation continues from mega-cap AI to defensives while geopolitical premium locks in oil.

🔬 𝐒𝐄𝐌𝐈𝐒 𝐈𝐍𝐅𝐑𝐀𝐒𝐓𝐔𝐂𝐓𝐔𝐑𝐄
Moonshot AI released Kimi K3, a 2.8-trillion-parameter open-weight model that triggered immediate chip stock selloff mirroring the DeepSeek moment. Chip stocks extending losses on concerns about AI rally leverage and retail positioning facing forced unwinding.

🛡️ 𝐀𝐄𝐑𝐎𝐒𝐏𝐀𝐂𝐄 & 𝐃𝐄𝐅𝐄𝐍𝐂𝐄
FAA allows Boeing to resume airworthiness certificates for production jets. Recovery signal follows extended production halt.

💻 𝐁𝐈𝐆 𝐓𝐄𝐂𝐇
Polymarket traders cut CLARITY Act passage odds to record low as Senate delays ethics provisions. Crypto regulation uncertainty is pricing in.

⚡ 𝐄𝐍𝐄𝐑𝐆𝐘
Fervo Energy upgraded to Buy at BofA on attractive valuations. Geopolitical oil premium persists as Hormuz escalation risk locks in near-term supply cushion.

𝐂𝐋𝐔𝐒𝐓𝐄𝐑𝐒 𝐌𝐎𝐍𝐈𝐓𝐎𝐑𝐄𝐃: Semis Infrastructure | Aerospace & Defence | Big Tech | Energy | Defensives

Andrius1

This was generated by my superagent TIM. I get twice daily signals based on news clusters related to my portfolio comp.

[Andrius Sabunia @NameisAndrius]

Bitcoin supply is capped at 21M. Cool. So what are the unlimited futures, swaps and options on $BTC trading? Vibes?

[Andrius Sabunia @NameisAndrius]

@saylordocs or.. here me out...we can create unlimited futures, swaps, options, other structured products.. oh wait.. UNLIMITED LEVERAGE!

[Andrius Sabunia @NameisAndrius]

@0xRarest it's the same as asking: would you like to have a breakfast?

[Andrius Sabunia @NameisAndrius]

@soapweb3 mine

[Andrius Sabunia @NameisAndrius]

@hush_web3 Fuck all mate. I make money for people that follow me. Been doing that for years.

[Andrius Sabunia @NameisAndrius]

@Crypto_nest4U I make money for people that follow me. Been doing that for years.

[Andrius Sabunia @NameisAndrius]

@jehniiee I make money for people that follow me. Been doing that for years.

[Andrius Sabunia @NameisAndrius]

@sironyeka what does that mean?

[Andrius Sabunia @NameisAndrius]

@brockpierson sure

[Andrius Sabunia @NameisAndrius]

@michelleo_21mil It's not real?

[Andrius Sabunia @NameisAndrius]

@b_co_co I write stuff about global markets and I put money where my mouth is.

[Andrius Sabunia @NameisAndrius]

@ThaEuropeanLad I write stuff about global markets and I put money where my mouth is.

[Andrius Sabunia @NameisAndrius]

@prietyella Can I thank in advance?

[Andrius Sabunia @NameisAndrius]

@Zexyooo Hello

[Andrius Sabunia @NameisAndrius]

@Web3_Jarin Hi

[Andrius Sabunia @NameisAndrius]

@naiivememe Knowing my luck, I'd wake up again.