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@RealJohnGaltFla 🙌

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@DarioCpx @philippilk Fascinating I have been in the refiners👍

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@SamanthaLaDuc They just moved it from the banks to private equity with the same result, the big guys always win in the taxpayer gets shafted

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@davevermilion Wise choice

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@Liathetrader The more trump us wrong the more he doubles down

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@SamanthaLaDuc Clear as mud! Mu inverse etf😜

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@SamanthaLaDuc https://t.co/3woWlMw40R

[Dustin @r0ck3t23]

Scott Galloway just explained why China doesn’t need to build better AI than America. It only needs to make American AI worthless.

Galloway: “I think China is beginning to engage in what I’ll call AI dumping.”

Not competing. Dumping.

It’s the term economists use for flooding a foreign market with below-cost goods until the domestic industry collapses.

Galloway: “They’re going to have a series of open-weight models. About a third of corporations now are supposedly using Chinese lightweight open-weight models that are cheaper.”

Not better. Cheaper.

A third of corporations. Already.

China isn’t trying to out-innovate Silicon Valley. It’s trying to collapse the economics beneath it.

Price warfare at the infrastructure layer.

Galloway: “If I were Xi, I would just dump cheap AI into the US market.”

This playbook is old. China ran it with steel. Ran it with solar. Ran it with semiconductors.

Flood a market with a cheaper version until the domestic industry can’t sustain itself.

AI is next.

Galloway: “The moment large corporations start announcing they’re disengaging these multi-million dollar site licenses with Anthropic or OpenAI, they’re using these inexpensive Chinese models…”

One CFO after another decides the Chinese model at a fraction of the cost is good enough.

Not better. Good enough.

“Good enough” at a lower price has killed more market leaders than any superior product ever has.

Galloway: “…and the market realizes that there’s no way they can justify these incredible valuations, I think the US market crashes.”

Not because the technology failed.

Because the business model did.

American AI companies are valued on the assumption that corporations will pay premium prices for premium models.

China’s whole strategy is to make that assumption false.

Galloway: “40% of the S&P now is directly or tangentially related to this giant bet America’s making on AI.”

40% of the S&P. Tied to one sector.

Galloway: “The majority of GDP growth over the last two years has come from AI CapEx.”

The majority of GDP growth. From one source.

America didn’t diversify its future. It concentrated everything into a single bet, then left that bet undefended.

Galloway: “If that slows down, we are immediately in a recession.”

Immediately. Not gradually. Not over quarters.

The distance between AI boom and American recession is one procurement decision.

America built the most advanced AI on Earth and forgot to build an economy that survives someone selling it cheaper.

The threat to American AI was never that China would build something smarter.

It was that China would build something cheaper, and American corporations would choose the price.

China’s real weapon isn’t Chinese technology. It’s American capitalism.

The same rational self-interest that built the AI industry will dismantle it the moment a cheaper alternative appears. The market has no patriotism. Only price sensitivity.

The technology race was never the real race.

The real race was always whether America could turn its AI dominance into something that survives being undercut.

America hasn’t even started running it.

China already has.

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@RealJohnGaltFla Just when you think Trump administration can’t go any lower they always find a way

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@krystalball Recent Trump administration staffing cuts and budget reductions have significantly reduced foreign food safety inspections at the Food and Drug Administration, leading to historic lows in overseas facility oversight

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@McClellanOsc 😳

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@SamanthaLaDuc Saw volume tlt puts

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@SamanthaLaDuc @Alyosha745 👍

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@JaguarAnalytics Do you think the clown has the guts that many American deaths

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@JaguarAnalytics If they do, it will be very ugly

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@SamanthaLaDuc This seems related

https://t.co/wUQL6zJ3DF

[DeCarleyTrading.com @carleygarner]

I learned from my friend, @JonathanHoenig , that 30% of adults admitted to shoplifting this year. Does this shock you as much as it does me? 🧐🫠🫠

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@carleygarner @JonathanHoenig But you have to look at the environment we are in in terms of the corruption and drifting that is acceptable and the top levels of government

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@carleygarner @JonathanHoenig I am old, so yes, the stuff I see with people stealing out of drugstores is unreal for me. Different generations raised differently.

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@SamanthaLaDuc @Biohazard3737 A college student named Risha Panigrahi created InTruth, a viral AI-powered browser extension that fact-checks statements and speeches in real time. transcribes audio, searches the live web, and uses Claude rate claims as true, misleading, or false while people are still talking

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@davevermilion Did you look at the chart for EIDO?

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@SamanthaLaDuc Out if Pbf today with oil prices, moving up, I assumed crack spreads would be affected