LawrenceCashFlow

#SoundMoney advocate, BTC enthusiast, and CrossFit fan 🌟💪

[Tõnis @TSinvests]

20 years of tech revenue race

in 2005, IBM was way ahead of pack while Tesla and Meta weren't even public.

Microsoft has remained near the top of the rankings throughout almost the entire period.

How do you think this leaderboard will look in another 10-20 years?

$IBM $MSFT $INTC $CSCO $AAPL $AMZN $GOOGL $NVDA $NFLX $META $TSLA

[KKGB @INArteCarloDoss]

lol… BIG lol.

AI at HH level is already a free commodity if you have basic arbitrage skills and tending towards generalised zero at high speed.

2.2% of suckers

[𝘼𝙣𝙘𝙖𝙥 𝘼𝙞𝙧 🛫 @AncapAir]

Flock cameras 500 at a time across DFW. Pay attention to the total number of devices in the top left.

The US is literally a free-range panopticon prison.

[Kalani o Māui @MauiBoyMacro]

This needs some clarification. 👇🏼

The price of artificial intelligence (AI) is falling quickly.

We have a record shortage of actual human intelligence, and the cost will be more expensive than anything we’ve ever seen.

[Wicked @w_s_bitcoin]

The more I think about it, the more I suspect Luke is juicing the BIP-110 node stats on his site with a simple algorithm that keeps the growth looking almost perfectly linear.

The other possibility is that someone else is watching Luke's counts and sybiling the BIP-110 node count using the same underlying algo to keep the growth looking linear...but that seems a lot less likely.

I just don't get why Luke wouldn't add more variance to the counts to make it less obvious...super strange.

[Ventry @ventry089]

chamath palihapitiya, social capital, on cnbc:

chasing a trillion-dollar valuation stacks on risk most execs never knew they took.

that number isn't a trophy - it's a debt. grow into it on time, or the market reprices you, hard.

ibm fell 17% in the same segment. no warning shot, just the reprice.

the full breakdown on who quietly removed the limit.

[Prof G Markets @ProfGMarkets]

Apple is suing OpenAI...

"The iPhone maker filed suit in federal court on Friday accusing OpenAI of stealing trade secrets to build their own hardware business.

Apple claims that hardware business is now, quote, rotten to its core by its illegal reliance on misappropriated trade secrets. Apple also alleges that OpenAI pushed job candidates to reveal confidential information during interviews.

The company is seeking damages, asking the court to bar OpenAI from using its trade secrets.

[TFTC @TFTC21]

Fed Chair Kevin Warsh: America will be richer and more productive if the current AI cycle follows the positive trends of past technology revolutions.

[Morty @0xMortyx]

Kate Jensen about agents (Head of Americas, Anthropic):

"90% of AI agent pilots failed in 2025 - because the approach was."

650+ AI-generated code changes shipped per month

In 25-minute session, Anthropic's leadership reveals the full stack:

agents + plugins + connectors + enterprise deployment.

Worth more than any $5,000 digital consult.

[RenMac: Renaissance Macro Research @RenMacLLC]

Warsh: "And if we get policy right—and we will—the inflation surge of the last five years will be a thing of the past."

Waller: "Sternly staring at inflation until it melts before our withering gaze is not an option."

Pledging allegiance to the flag of price stability is one thing. Doing something about it is another.

[Anthony @RepzdaCanes]

$Node adds 7,500 additional $Btdr shares on the pullback.

🦌

Total in fund now: 116,090 shares

[Kalani o Māui @MauiBoyMacro]

What could go wrong? 👇🏼

[Dan Tsubouchi @Energy_Tidbits]

Breaking.

IRGC says Strait of Hormuz is closed.

"IRGC Navy adds that following this incident, the Strait of Hormuz is closed until further notice and until the end of US interference in this region, no vessel will be permitted to transit."

#oott

[Alessandro @alessandrorisk]

Iran is now firing missiles and drones at the UAE and Qatar.

The UAE says its air defences are engaging them, and explosions have been heard over Doha.

The war has spread to two more Gulf states, and a fifth of the world's oil ships through those waters.

[Esfandyar Batmanghelidj @yarbatman]

Here is a link to the original piece:
https://t.co/2fquDuPtRe

[Income Architect @ArchitectIncome]

Standing in front of the Charging Bull is a reminder that wealth isn’t built by chasing headlines.

It’s built by owning quality assets, collecting cash flow, and letting compounding work over decades.

Income investing is a marathon, not a sprint. 🐂💰

[Kalani o Māui @MauiBoyMacro]

“A greed premium is now structurally part of the options market with the implied volatility of bullish calls exceeding that of bearish puts. Historically, puts were more expensive. Now few investors hedge because they are afraid of missing out on rising stock prices.” 👇🏼

https://t.co/JBrWEib1dG

[tic toc tic @TicTocTick]

The ending of ceasefire is actually very interesting & I think folks are not fully realizing the importance of this event.

I think it is a black swan 🦢

More on this later .

[Kalani o Māui @MauiBoyMacro]

P/E10 = CAPE (Cyclically Adjusted Price Earnings) Ratio

The historic average for the P/E10 is 17.8. The latest ratio of 39.5 is 76% above its long term trend line. 👇🏼

[gemchanger @gemchange_ltd]

These firms pull in $10B+ a year and basically can't lose.

An ex-Jane Street trader just went on a podcast and explained exactly why.

The "efficient market" everyone was taught in school? He says it's basically a myth.

Real reason they never lose will make retail traders sick:

> Their WORST strategy is still "pretty decent" - never truly bad at anything
> Market crashes are their most profitable days, not their scariest
> Everyone else panic-sells - they scoop it all up for free
> They're cutting big banks out entirely and eating their profits
> Post-COVID retail traders are handing them free money

Just watch full version, save for later