simon sidespin 🇺🇦🇫🇮

The ideal large-scale energy generation mechanism is supersonic vertical take-off and landing fusion power plant.
First principles, bro.

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

One can only hope.

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

@RealJohnGaltFla The latest Yen bills are kind of a giveaway where the yentervention level is, aren't they?

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

Something tells me that the 160 level for USD/JPY matters for Bank of Japan.

Japan 'watching FX with a high sense of urgency' intensifies.

[Bloomberg @business]

Andrew Left, one of the world’s most prominent short sellers, was found guilty of securities fraud by a US federal jury after a landmark trial that scrutinized his use of social media to move the price of stocks. More here: https://t.co/dgG4caKEO0

📷: Eric Thayer/Bloomberg

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

@calvinfroedge

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

Remember when Elon Musk declared that the demand for Teslas was 'infinite' because the only thing preventing consumers from wanting unlimited Teslas was that they cost too much?
Yeah. Same vibes here.
If the productivity increases were real, then the price would not be a problem.

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

@BeenThereCap Must have been just my echo chamber then because I don't remember hearing anyone saying that Hertz is undervalued back then.
I do understand - with hindsight even I see it - that it was not a zero. It's just that I didn't remember anyone saying so, which was what you asked.

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

@IvanTheK

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

@TheMarketDog Iran could sign a paper saying that all the enriched uranium they have is legally the property of Trump's personal lawyer. Iran will hold on to the material in custody for a reasonable fee.
A maneuver kinda like a sale-and-leaseback, but maybe we could call it sham-and-kickback?

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

Just a FYI that a product that's supposed to increase productivity that costs too much for the benefit it gives is not "too good".
Even with lots of leeway on how you define "good", what is - or should be - obvious is that it is not increasing productivity. By definition.

[Alex Prompter @alex_prompter]

Microsoft didn't cancel Claude Code because it was bad.

They canceled it because it was TOO GOOD.

Engineers loved it so much that 84-95% used it monthly. Costs hit $500-$2,000 per person. Uber's entire $3.4B AI budget evaporated in 4 months.

The finance department killed what the engineering department unanimously praised.

Read that story again slowly.

AI tools are now so productive that companies literally cannot afford to let their employees use them freely.

This is the most bullish signal for solopreneurs I've ever seen.

Big companies will throttle, restrict, and ration AI access to control costs. Their engineers will be stuck on watered-down internal tools.

Meanwhile, you're sitting at home with Pro access to every frontier model on the planet for the price of a Netflix subscription.

The playing field isn't leveling. It's inverting.

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

@CastorpDr @JCOviedo6 That's one wild response from the crowd.

It would be easy to be confused about the reaction, if one hasn't observed the Elon's flying monkeys for some time.

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

"The Dow is over 50,000 right now!"

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

@capitalistexp I read the article, but failed to find anything that would obviously discredit BBC.
It was mostly quotes of American politicians, plus a few from Cuban side.
I might disagree on some things the quoted politicians say, but this seems normal and legit journalism.
What am I missing?

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

@DonMiami3

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

@TheMarketDog Still the same old story, it seems.

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

@JoshYoung

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

@Mayhem4Markets Anyone know what's the consensus estimate on how much NVDA is gonna beat the consensus estimate?

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

@RealStockCats The minutes say that we haven't seen inflation that is persistently above 2 percent.
But if the inflation would(*) run persistently above 2%, then it would possibly be time to perhaps think about considering if some policy firming could be appropriate.

(*) ignore last 60 months

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

Fed minutes:
"A majority of participants highlighted, however, that some policy firming would likely become appropriate if inflation were to continue to run persistently above 2 percent."

Narrator: Both Core CPI and Core PCE have been above 2 percent for the past 60 months.

[simon sidespin 🇺🇦🇫🇮 @SSidespin]

@SariArhoHavren If you press pause at just the right moment, this pops up.