Eugene Ha

Macro • AI • Coding • Markets,
Building resilience & optionality from locking in,

Future philanthropist,

[Eugene Ha @Rudeman2604]

https://t.co/fc0CT8cOvC

[Eugene Ha @Rudeman2604]

@GarciaCap So down, maybe $75.6k and maybe not since Anduril is well, and Palantir’s growth long term is not bad either?

I would be happy too, no expenses allows for less stress and better decisions, student loans kill.

[Eugene Ha @Rudeman2604]

@mudirshin The most important part here is that institutional ownership had been building up at these cost price points,

This is a contrast from before, and I think that it is ready for institutions to stop holding the stock down to accumulate and let it run.

[Eugene Ha @Rudeman2604]

@NatureUnedited What is the second dog doing after latching onto the first puppy 😭 animals are so funny

[Eugene Ha @Rudeman2604]

I wanted to share a perspective sparked by a professor at George Mason University around 3 months ago that I keep coming back to, regarding the current Oil Price Crisis that was happening due to the war with Iran.

While he noted that rising oil prices are a negative, inflationary event, the media narrative often misses the bigger picture. Afterall negative remarks and news drive the views,

Many "Macroeconomists" such as Mark Zandi on the News, commenting that Brent Crude rising above $125 per barrel could be the factor that tips the US economy into a recession. Other scare factors were driving the overall US sentiment and to this day, it still continues, with all of the uncertainty in the War and the ongoing back and forth.

We will be using the West Texas Intermediate ($WTI)($/barrel) as a basis for Crude Oil Price indicator, combined with the M2 money supply.
By looking at the ratio of WTI to the M2 money supply (WTI/M2), the graph visualizes a comparatively different story (👇).

These 2 factors are why I am in a rush to learn about the world and increase my skills ASAP⏰:
1️⃣Oil Prices, are actually not as high as many believe it to be due to the fact that the US Dollar $$ had been diluted as the Federal Reserve, continuously abuse "printer" and due to the "Rocket and Feather" effect this will not get any better.
2️⃣The Game has Changed, since 2008 when the Federal Reserve shifted its way of their operations. In this new environment, only those who adapt will survive.

Dollar Value is being destroyed every single year and will continue to do so, whether it was under Jerome Powell, or Kevin Warsh today.

To See It For Yourself : https://t.co/iNimC521Mq

[Eugene Ha @Rudeman2604]

@gabriel1 I honestly started posting most things that I post on X and vice-versa, people just cannot leave the "norms" and have certain righteous determination on how things should be on LinkedIn..

Like why not just support each other and "like" most things.. 😅😅

[Eugene Ha @Rudeman2604]

@YeolChoeju716 @forummarkets From-Korea, me too friend me too..

You are a pretty large shareholder as well, hope to see some well thought out daily news on here!

[Eugene Ha @Rudeman2604]

My conviction is as well, the team is constantly getting stronger the Macroenvironment is looking well with the Economy being more resilient than people think,

Holding around 29,000 shares and one day when I get the time I want to be able to put my thoughts on Opendoor into an Article!

Hope that you get the visibility that is well deserved soon,

[Eugene Ha @Rudeman2604]

It is clear that China is moving towards "Cleaner, Renewable" Energy, one of the reasons why this is possible is due to their dominance in Rare Earth Minerals, and manufacturing Supply Chains.

Owning the end-to-end supply chain allows them to build the required infrastructure at a much cheaper price, and a simplified version what Adam Smith wrote is that, People will naturally move towards where it is the cheapest to produce.

This is a live broadcast from CCTV which is a Chinese Media Broadcaster, stating their continuation and acceleration of their 15th 5-Year Plan, that I had mentioned within the Article! 🧐

Source:
https://t.co/0061ianl3z

[Eugene Ha @Rudeman2604]

This started as a single article. But as I dug into the sheer scale of the AI infrastructure race between the US and China, I realized it needed to be split into two or more parts.

Part 1 dives straight into the Battle for the Backend. I wanted to digest the massive amounts of capital both countries are pouring into their digital foundations and tie those complex factors together into a story driven by facts.

If you want to know where AI is actually headed, you have to look at how these two countries are funding the physical grid. Here is my breakdown of how the US is relying on the drying private liquidity while China leans on a massive shadow balance sheet. 🎆

[Eugene Ha @Rudeman2604]

https://t.co/fc0CT8cOvC

[Eugene Ha @Rudeman2604]

@FirstSquawk Is there a way to get the source from this?

[Eugene Ha @Rudeman2604]

@GMN_watch Nexus, the dedication on Opendoor is just admirable I’ve been watching you for news recently and since like 8 months ago, and you’re still here respect to you 🙏

[Eugene Ha @Rudeman2604]

@0xSero It’s the parents eyes and love for their own kids…

Im sure I can easily understand if I look deeper into it, but looks complicated, and clean at the same time! 😆

[Eugene Ha @Rudeman2604]

These are some examples that I did not agree with, that corresponds with the fact that learning to prompt is what creates the "loop-able" iterations in the first place.

Inputting a bad prompt, which an Agent would refine, does NOT project a good ideological explanation of what you want.

[Eugene Ha @Rudeman2604]

@omarsar0 @dair_ai Great post, people who say other shouldn’t focus on prompting, but instead focus on Agent Looping don’t understand much in my opinion.

Prompt engineering is the core, and something people need to excel at to be good at creating the “Loop” that can be used continuously.

[Eugene Ha @Rudeman2604]

(4/4) With English, being the "Lingua Franca" of the world and the new emerging AI world, Americans have a lot of early power and to this day many do not understand that today is the earliest time to capture that value,

The handoff of an Era to another is gradually accelerating.

You're either apart of it or you are late.

[Eugene Ha @Rudeman2604]

(1/4) Something that people do not understand about all of the LLM benchmarking is that, when people start to figure out how these benchmark questions look,

You can optimize the LLM to be a fine tuned machine to achieve the greatest results specifically for the benchmark,

👇👇

[Eugene Ha @Rudeman2604]

(3/4) The Future of AI in my opinion, will most likely be in a world where I think that the enterprise models will head towards "AGI",

While for an average consumer it'd be a specialized model that is procured using their own data within a company, which needs to be a "Locally Hosted Model" since it is using important and potentially classified data, a "baseline" AI will be important for that.

All hands currently point to a lot more consumer spending within the Technological Field,

from the IT boom the American People lost around 3-4 Million Jobs, but it also created 10's of Millions of Jobs. It is without a doubt that this new AI world will optimize work that have previously blocked people before from getting into the Tech Field, while creating a more "advanced society" of technologically intelligent people with the abundance of information,

Wars will be caused by preserving and obtaining information and data, by companies. Many jobs will be taken with more importance,

Data Security Jobs will be more important as there is more data to protect,
This also means Data "Stealing" and Aggregating Data will become more important as well,
This is kind of like a "Ying and Yang" effect within Jobs, when you think one job will be important the opposite that is trying to achieve the opposite will become true,

This is also what Anthropic is trying to "say", when there is an AI agent that is "too good" it can also achieve the opposite effect, if you can create too easily it can also destroy easily, AI's power is in it's consistency, but this consistency is easy to predict.

👇👇👇

[Eugene Ha @Rudeman2604]

@Coins Peanuts in Icecream.. sadly never tried..

Now Mint Chocolate chips are my favorite