Postdisc

💾 Collecting masterpiece. in sound and vision.

[The Backrooms @BackroomLore]

Alice in Backrooms

cc: @VictormodaA

[Mark Minervini @markminervini]

Yesterday's technology-led selloff did not occur in a vacuum. Several developing narratives are beginning to converge, creating the first meaningful challenge to AI leadership in months.
The selling pressure culminated in a decisive distribution day on the Nasdaq, as the technology-heavy index closed below its 50-day moving average for the first time since reclaiming it on April 8. Volume expanded from the prior session and finished above average, signaling meaningful institutional selling rather than routine profit-taking.
Market leadership narrowed noticeably as capital rotated toward more defensive sectors. Consumer Staples, Health Care, and Utilities attracted relative strength, while Technology stocks bore the brunt of the selling pressure.
Bull markets do not die because of of old age. The chart above shows that the 1998 case (dot plot in the far upper right corner), which has drawn a lot of comparisons to the current bull, lasted the longest and registered the highest return of any bull market since 1928. In total, five prior bull markets lasted longer than the current one and eight posted higher returns.
One similarity to the late 1990s is valuation. By most measures, stocks look overextended. The total stock market capitalization relative to GDI is at a record high, and very close to the reading reached at the 2000 peak.
Until the market shows signs of renewed strength, investors should remain selectively cautious. Protect capital, avoid lagging names, and reduce exposure in positions that violate stop levels or show clear signs of price violations. Extended stocks showing decent profits should be back-stopped to protect gains.
https://t.co/JXzFFTmMtn

[cozy @cozymaximalist]

The world you were born in no longer exists

[merp @0xMerp]

i once saw a man spend $800,000 on a music NFT

[.stuff @vintagestuff4]

As someone who procrastinates a lot, this image feels heavy and depressing ⏳💀

[Ander Herrera Culture @salgovolandooo]

Pochettino (2027)

1h 33m

Dir. Clint Eastwood

[pale kirill @palekirill]

it takes a full circle to understand

[𝐂𝐡𝐞𝐫𝐫𝐲 🌸 𝐓𝐡𝐞 𝐅𝐮𝐫𝐢𝐨𝐮𝐬 𝐱5 @hiroyukiholic]

this review 😭😭😭

[The Backrooms @BackroomLore]

Backrooms is still flooding the feed. What level is this?

[jaden @knuckelvelvet]

beyond the walls #backrooms #aot

[ّ @bearerofgrace]

frames.001

[Rama | comms OPEN @RamaThornArt]

Iphone vs an old film camera

[yoo @mrshcake]

roanoke

#backrooms

[Postdisc @_postdisc]

NOPE.

[Nerd em Cartaz 🐉#hotd @nerdemcartaz]

NOPE ainda é o melhor filme de alienígena da DECADA!

[The Cinéprism @TheCineprism]

Iconic photo for the cast of The Social Network (2010) by Jeurgen Teller.

[Dan @CfcDan_01]

Current Status:

○ Single
○ In a relationship
● Waiting for Xabi Alonso ball.

[Jordi Visser @jvisserlabs]

For some, last week felt like the beginning of an AI bubble unwind.

For me, it looked like the end of the agentic infrastructure fireworks show.

The buildout is not over.

But the easy phase where every chip, memory, power, and infrastructure name worked is probably over.

Now the rotation shifts to the next layer of Jensen Huang’s five-layer cake:

Applications.

That is where ROI shows up.

That is where specialized AI models matter.

And that is why Eli Lilly may be one of the most important AI stories in the market.

GLP-1 cash flow.
Proprietary data.
LillyPod.
TuneLab
Specialized AI.
Peptides=API Keys
Human software.

This week’s video is about why this is rotation, not a bear market and why the next phase of AI may look very different from the last one.

Watch here:https://t.co/NX74tzApzP

[qt pie , @532am_]

ชอบประโยคนี้มาก ‘ทำปัจจุบันให้ดี แล้วใครจะอยู่ในอนาคตค่อยว่ากัน’ มันคือการดึงสติให้โฟกัสกับ Here & Now อะ ทำทุกวันให้ดีที่สุดเพื่อตัวเองไปก่อนแล้วเดี๋ยวเวลามันจะช่วยคัดกรองคนที่ไม่ใช่ออกไปแล้วดึงดูดคนดีๆ ที่คู่ควรกับเราเข้ามาเอง

[Kritika @kritikakodes]

The harsh truth

[Postdisc @_postdisc]

You should visit Rinjani once.