𝘼𝙧𝙘𝙝𝙚𝙧

With sufficient thrust, pigs fly just fine.
I try to figure out where they will land.

Retweets, likes ≠ endorsements
Tweets = opinions, ≠ advice

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

🧵 The convergex guardrail system is based on a set of technical indicators that I've developed. These indicators seem like the common ones in use (RSI, stoch, supertrend, etc), but they are different...

You may reply to my final post on this thread.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

Remember when you were a kid and the teacher said that in America anyone can become the president?

Well, I did not know it then, but it was actually a dire warning.

[Brian Allen @allenanalysis]

🚨Unreal: Trump today:

“After I’m done with this I’ll go to Venezuela. I’ll quickly learn Spanish — it won’t take too long, I’m good at language — and I’ll run for President.”

This is the President of the United States.

[OpenAI @OpenAI]

GPT-5.4 Thinking and GPT-5.4 Pro are rolling out now in ChatGPT.

GPT-5.4 is also now available in the API and Codex.

GPT-5.4 brings our advances in reasoning, coding, and agentic workflows into one frontier model.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

@dampedspring I think, and I have no evidence for this, when OpenAI's CFO asked for government to backstop AI she was not asking for money. She was asking for government to guarantee the AI investments and loans to proactively prevent a financial collapse due to AI bond defaults.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

What if I see neither even if I try but I do see a dog's head pressed against a frosted window?

[Science girl @sciencegirl]

Apparently, if you can see two people dancing, you're left-brained, and if you can see a bowl of fruit, you're right-brained…

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

@BobEUnlimited I thought that recently you were fading gold on the grounds that it has gone up too high and the central banks have stopped buying and now it is just speculators who are getting in the game.

Did I misunderstand you?

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

@LT3000Lyall I think the statement is true and you are witnessing the 2nd clause of the statement.

There is something wrong with Capitalism and that this is the lobbying to reduce corporate taxes and hand out business subsidies to anyone rich enough to have a lobby.

[Anna Wong @AnnaEconomist]

The wonderful St Louis Fed just released a note on labor productivity and AI. There evidence is there that AI is raising productivity.

In fact, looks like a counterpart chart to our chart on business formation and AI adoption.

https://t.co/iRRNDF63eU

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

If $CSCO holds on to its AH gains, then after 306 month, 102 quarters, and 25.5 years, Cisco will finally breakout to a new high!

I suspect there is a lesson here for some people investing in AI and quantum stocks.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

@DannyDayan5 I don't think it's a federal gov turf. It belongs to provinces and Ontario did use it as a bargaining chip.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

Does this really matter? Assuming it's true, being out of work is still being out of work and impacts the economy the same way regardless of who the employer was.

[Claudia Sahm @Claudia_Sahm]

3/4 of the increase relative to last year was due to DOGE. This was a policy choice.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

This is true. Trump is implementing much of Sanders platform.

I wonder what the Republicans would have said and done if Sanders had been elected and was doing exactly as Trump does.

[Ben Hunt @EpsilonTheory]

Change the tone and improve the grammar, and this would be indistinguishable from a Bernie / AOC / Warren tweet.

Horseshoe theory is undefeated.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

@stevehou Or maybe SNAP is actually a business subsidy because otherwise those businesses would have to raise the salaries to what people can live on.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

@LukeGromen Yup! I predicted it:

"If China stops all imports and exports to/from NATO tomorrow, the EU will realign with China within 6 months"

https://t.co/78wiwvhx1O

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

This is fantasy masquerading as analysis.

If China stops all imports and exports to/from NATO tomorrow, the EU will realign with China within 6 months and the US elections will force Trump to negotiate.

US exports "luxuries". China exports necessities.

It's that simple.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

@DannyDayan5 I was mostly cash but bought into the mid day rally and held it. We'll see if I regret it on Monday.

At this stage, AI losing its mojo while the "real" economy is suffering would be really bad for everyone.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

@DannyDayan5 I don't see why the public should foot the bill for private sector infrastructure that they get billed for.

Hyperscalers should either build their own power stations or pay the government for providing it or give up a portion of their equity.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

This is both true and nonsensical. Government programs are not for profit centers. They are for things that private sector cannot or will not do efficiently, like DMV, military, ...

The feedback loop is called elections. It's broken b/c lobbyists buy off politicians.

Fix that!

[Elon Musk @elonmusk]

The reason government programs are so inefficient is that, unlike a commercial company, the feedback loop for improvement is broken, because they have a state-mandated monopoly and can’t go out of business if customers are unhappy.

No matter how bad the service is at your DMV (sorry to pick on DMVs), you still have to use your DMV, because it’s a monopoly.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

@george_sopp No. A rapist is a person who lacks morals and has low impulse control. This means he first loses to his impulses and rapes. Then after he is done he begins to worry about getting the death sentence, and since he has no morals, he will murder the child.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

This is typical shoot from the hip politician scoring points.

This law means that every child rapist will then murder the kid and ditch the body so he won't get made and not face a death sentence...and if he gets caught, well then he's lost nothing compared to have raping.

[Gunther Eagleman™ @GuntherEagleman]

Good, every state should do the same.

[𝘼𝙧𝙘𝙝𝙚𝙧 @WallSt_SunTzu]

I am guessing "backstopping" meant not allowing private equity and banks get squeezed and cause a financial crisis when AI stocks fall and projects are threatened with cancellation.

Public-Private doing their jobs = gov backstops the risks and we rip the profits, same as always.

[Andy Constan @dampedspring]

The one person who succeeded in uniting fintwit for one brief shiny moment against her has now explained that the words she said were not the words she meant in any way at all. What an utter dope