Giuro

Non Bene Pro Toto Libertas Venditur Auro & μολὼν λαβέ.

[Giuro @_Giuro_]

Do you want to be smart or to make money? PnL > Ego.

[Giuro @_Giuro_]

Close to Korea and Sndk topping at least short term?

[Giuro @_Giuro_]

@BlackPantherCap Yes please

[Giuro @_Giuro_]

Is China behind Burry commentaries at this point?

[Giuro @_Giuro_]

If the move in pltr was not concerted between Burry and some other player I would be very surprised at this point. But then, again, I am nobody.

[Giuro @_Giuro_]

At this point Burry must be paid by somebody with a deep interest in having US AI infrastructure gloriously fucked. He is way more engaged and coordinated than usual. Probably just a coincidence but boy I am feeling something odd. I am a complete nobody so probably nothing there.

[Giuro @_Giuro_]

Is IGV finally a buy?

[Giuro @_Giuro_]

@albertoponturo @Enrico__Costa @UNIREDPILL @focaprotonica @incel_aidigino Le false denunce sono un tema assolutamente non attenzionato da politica o media

[Giuro @_Giuro_]

@EchoAnalysis Pltr, ktos, avav

[Lorenzo Pregliasco @lorepregliasco]

La linea di faglia invisibile che divide Emilia-Romagna (e Lombardia occidentale) dal Nord-Est

#referendum

[Giuro @_Giuro_]

@RiccardoTrezzi @lorepregliasco

[Giuro @_Giuro_]

@ErmesAntonucci @Corriere Giornalismo d'inchiesta con conferma dei propri bias. Alla ricerca della propria verità invece che della verità vera e propria.

[Giuro @_Giuro_]

@ALBACapMgmt Potential for a scenario where stocks stay bid while oil is sustained?

[Giuro @_Giuro_]

@ChrisDMacro Hi Chris. Would it be a mistake in your opinion to think that this will need higher oil prices for longer? Eventually as all the new project will be on line but to actually get to that point higher prices are needed?

[Giuro @_Giuro_]

@ChrisDMacro Was just thinking about a scenario where we could get equities up and oil up..https://t.co/QOGOKPeTFq

[Giuro @_Giuro_]

Probably wrong to even think about it. But how much of a scenario where Oil still goes up and equities go up is priced in the market?

[Giuro @_Giuro_]

https://t.co/wgyTWF4E8c this could perhaps link the two.

[Giuro @_Giuro_]

Probably wrong to even think about it. But how much of a scenario where Oil still goes up and equities go up is priced in the market?

[Giuro @_Giuro_]

Probably wrong to even think about it. But how much of a scenario where Oil still goes up and equities go up is priced in the market?

[Giuro @_Giuro_]

@ShortSeller Impressive how you maintain your trading clear headed (at least from what we can see, I am sure much more of a struggle in 'real life'l

[Giuro @_Giuro_]

Really difficult to be bullish Europe when things needs to wait for Monday to be discussed. Beyond a joke.

[Ursula von der Leyen @vonderleyen]

Following the ongoing situation in Iran, I am convening a special Security College on Monday.

For regional security and stability, it is of the utmost importance that there is no further escalation through Iran’s unjustified attacks on partners in the region.

[Giuro @_Giuro_]

And then you get limitation on your GPU allowance by the government and you can have as many liberals as you want supporting you. You get behind.

[signüll @signulll]

as of this writing claude is now #2 in the app store & there’s a real non trivial downside scenario here for openai that many aren’t really grasping.

it’s low prob but structurally interesting. lemme explain.

if a clean meme forms on tiktok & instagram tying openai to the department of war, & that framing hits mainstream liberal users, the reaction won’t be analytical, it’ll be fucking visceral.

most ppl won’t parse contract scope, defensive use cases, or historical precedent. they’ll respond to timing & symbolism. & if this perception hardens, the competitive alternative becomes emotionally obvious. an association that feels morally dissonant could trigger switching behavior, employee discomfort, media amplification, & even long tail brand drift.

i’m not even arguing companies shouldn’t work with the war dept. that’s not the point.

the point is that in a memetic environment, perception compounds faster than facts.

& if that perception locks in among a politically concentrated user base, the second & third order effects on consumer ai could be far more significant than most people expect. again low probability cuz switching is hard but damn if they haven’t opened a can of worms.

[Giuro @_Giuro_]

At this point Burry must be paid by somebody with a deep interest in having US AI infrastructure gloriously fucked. He is way more engaged and coordinated than usual. Probably just a coincidence but boy I am feeling something odd. I am a complete nobody so probably nothing there.

[Giuro @_Giuro_]

@AMeshkati What makes you think about a secular bull market phase a this juncture?