Stephen Randall

[Stephen Randall @StephenDRandall]

@pdicarlotrader I reckon it’s gonna tank, with bitcoin price …. We’ll see.

[Stephen Randall @StephenDRandall]

@athenaeumbc Good channel. Enjoying Dostoyevsky

[Stephen Randall @StephenDRandall]

I wish I could as confident as you …...

Even ignoring how we deal with the government-supported illegal immigration (of course it is!).

- the deliberate destruction of the UK economy - finance, tech and high value creation; it’s all been moved-out to the US/China.

- real GDP per capita is falling and house prices are about to collapse by 40% or more, trapping millions in debt and devastating livelihoods..

- our government talks continuously about war with Russia.

- and the majority are too distracted/misinformed to know or react.

[Stephen Randall @StephenDRandall]

@ConvexEdgeX These things are going to go nuts at some point later in the year

[Stephen Randall @StephenDRandall]

Yep, even someone that doesn’t like Football can see that it was given away. A totally defensive strategy in which Argentina were offered total possession in the English half and probably had 30 go’s at scoring ….. they were going get one in sooner or later. England made no attempt to take the ball into the Argentina end….
The game was deliberately lost. Wonder who made the decision?

[Stephen Randall @StephenDRandall]

@OlooneyJohn Yes - makes you wonder really. You could see early in the defend-only strategy was flawed - with so much possession sooner or later Argentina had to get the second goal in. Can’t believe England manager thought this would work. It was given away.

[Stephen Randall @StephenDRandall]

@pdicarlotrader I meant @convexedgex

[Stephen Randall @StephenDRandall]

A lot of these stocks are going to suddenly crash and burn....... a lot of retail traders are taking a real risk.

I worry about punting stock opportunities without stating clearly the timeframes and position in the daily/weekly cycles as part of entry /exit planning.

Worth making this clearer to people - if in doubt see the @camelfinance / @conveedgex approaches

[Stephen Randall @StephenDRandall]

@catturd2 Worth noting - communist admin impacts incoming

[Rupert Lowe MP @RupertLowe10]

The British people need to understand the powerful malign influence of the Fabian Society.

[Stephen Randall @StephenDRandall]

@0x0SojalSec Musk and the Chinese firms will win it. OpenAI (and Anthropic) have been good but about to get squeezed financially. Debt horrendous/fundraising will be harder going forwards.

Let’s see what shakes out.

[Stephen Randall @StephenDRandall]

It will be a really interesting piece of analysis of which you think are the ones to back - not all of the robotics firms will make it. Agree materials like copper, silver, neodymium et al. Finding firms making stuff with competitive advantage and a survivable cashflow might be harder. Looking …..

[Stephen Randall @StephenDRandall]

@ConvexEdgeX That’s very cool, thank you for the explanation. It will definitely come in useful.

[Stephen Randall @StephenDRandall]

@ConvexEdgeX Should say - I’m new to this hence what might be dumb question, but so far have found cycle-based trading a game-changer.

[Stephen Randall @StephenDRandall]

@ConvexEdgeX Do you have a preference for the inverse assets over shorting the stock towards its WCL? Interested in the preference

[Stephen Randall @StephenDRandall]

@ConvexEdgeX Great Channel, really helpful stuff. Many thanks

[Stephen Randall @StephenDRandall]

Sad for Anthropic. Grok (of course) provides a full answer and will deep dive into any of them without seeming to have limitations

I predict Anthropic will go bust or get bought at a knockdown price - other open models are already practically as good and much cheaper. Good luck with raising more funds

[Stephen Randall @StephenDRandall]

@IterIntellectus Many happy returns
Good channel

[Stephen Randall @StephenDRandall]

Agree. Anthropic and maybe OpenAI feels unsustainable on Capex vs. Revenue DCF……there is an AI crash incoming

80:20 will be good enough - low cost /price models will dominate space

SpaceX = probably sustainable through vertical integration and price leadership. But share price crashes meantime.

Right now, feels like Anthropic and openAI are probably getting bought when the debt bites hard.

Might be wrong ……

Low cost models will dominate

[Stephen Randall @StephenDRandall]

@DeryaTR_ Cancelled my Claude subscription for Cursor + Grok + Console 2.4. Works fine

Claude was costing £48 a day in tokens.

Now £5-£6 a day

[Stephen Randall @StephenDRandall]

@davidicke @OlooneyJohn Fraudulently inaccurate data + biased models = climate scam and money laundering + backhand payments