Ronny Baekelant

Speculation & Investment - Exploration & Discovery - Environment & Sustainability - Value & Growth

[Arthur Hayes @CryptoHayes]

"Situationship" is my $BTC bull porn essay on how the AI bubble will burst, and why the money printer will go hyper brrrr and take us back to a rip roaring bull market.

"The question of internal framing is the key variable that determines whether AI is a bubble. But before we understand the bubbliciousness of AI, the better question to ask is in what kind of businesses are we investing, or in relationship terms, “What are we”? The dichotomy, at least to my Luddite brain, is the distinction between what investors believe AI CAPEX represents: is it technology or real estate? The zeitgeist is that this multi-trillion dollar build out is “technology” and must receive insane growth multiples by the market. But I believe AI CAPEX is just another boring real estate play. However, in this instance, what’s inside the data center is compute that creates silicon-based lifeforms that will aid human civilizational development in the most profound way since the railroads.

The distinction between real estate and compute is important because the recently post-pubescent hedge fund bro, the bank, the private credit fund, and ultimately the government believes funding the building of a data center and power plant is like lending to Apple, instead of lending to Lehman Brothers. The bursting of the AI bubble will occur because financial intermediaries, tacitly supported by the US and Chinese governments, will over build data centers and everything that goes into providing the substrate to house chips that train AI models and conduct inference. Therefore, the AI bubble is a credit story like 2008 and not an earnings story like 2000.[1]"

Link to my substack and the full article on my bio.

[DP World Tour @DPWorldTour]

.@padraig_h has ALL the shots 😉

#TurkishAirlinesOpen | #TourArchive

[Tesla @Tesla]

We believe it's important to give people the ability to fix things themselves if they prefer to do so

You can find service manuals for all of our cars, buy parts, access info on diagnostic tools & more via https://t.co/243adViPj1

[Padraig Harrington @padraig_h]

I thought yesterday was good but to back it up today and move further ahead was special. I’m routing for a new record tomorrow @RyderCupEurope

[Padraig Harrington @padraig_h]

What a day for Europe. More to do but what a day. @RyderCupEurope

[Padraig Harrington @padraig_h]

Definitely the start we were looking for. Everyone playing well. @RyderCupEurope

[Padraig Harrington @padraig_h]

Let’s go Europe. @RyderCupEurope

[Ronny Baekelant @RBaekelant]

Lees dit artikel op Het Parool https://t.co/RGHNyWPxxw

[Rogers Charity Classic @rogersclassic]

🚨PLAYER ANNOUNCEMENT!🚨

Just 10 days after becoming only the fifth player in history to win both editions of the Open – British Open and Senior British Open – Padraig Harrington will make his third trip to Calgary for the 2025 Rogers Charity Classic, coming up next week!⛳️

[Thematica @Thematicafunds]

Factbox: Automakers accelerate drive to secure battery raw materials | Reuters https://t.co/TlRCMa8Ibf

[Thematica @Thematicafunds]

Lithium shortages threaten Europe’s electric car transition https://t.co/BbOwixACFZ

[Ronny Baekelant @RBaekelant]

@kairoscap Nice report Albert! I was out but entered again now that potash is at a low price. This is a junior stock to follow.

[LWS Financial Research @lwsresearch]

Verde Agritech analysis already available on the web 🌱🌱🔓 Updated with the most recent Q4 developments and 2023 outlook! If you want the model, ask for it via DM ✉️

$NPK.TO

https://t.co/UOXVjAfKwe

[Ronny Baekelant @RBaekelant]

@TdeWinkel @Hiddemhigh @DeGroene Inderdaad men dient meer over te gaan naar het herstellen van de biodiversiteit door gebruik te maken van microben en kunstmeststoffen die niet gestoeld zijn op fossiele brandstoffen. Zie bijvoorbeeld Verde Agritech, Pivot Bio,...

[Correlation Economics @GoldForecast]

Interesting, the peaks in #oil surplus have shifted a quarter.

[avanzalg @avanzalg]

Goldman Sachs slashes its #lithium holdings across the board, doubling down on its bearish stance on the sector...

Except for Sigma Lithium $SGML - the lone exception holding strong against the trend 🐂📈

[Cristiano Veloso @CristianoVelos9]

Hélcio Soczek, agricultor em Contenda/PR, investiu em produtos da Verde para a adubação de 100% da área da sua lavoura. Ele fala sobre a qualidade do atendimento da equipe e sobre a importância de se investir em insumos nacionais, como o K Forte® e BAKS®.
https://t.co/GDOqGHSkOU

[Deep Tech Dives @dtdives]

Interesting testimonial from Verde Agritech $NPK.TO (turn on automatic English subtitles). I don't think he is the average Brazilian farmer (more green/natural minded), but he seems to be really enthousiastic, even donated it to some!
https://t.co/wgJPcJduo3

[Thematica @Thematicafunds]

Project economics for Sigma Lithium vs current ~3B market cap.

[Correlation Economics @GoldForecast]

The grand picture of $SGML on the buyout news. Doesn't even register on the chart.