@GavinSBaker@BetterIRR Hi Gavin! If that was the case why is Oracle building out capacity to fulfill a $300 billion, five year contract with OpenAI? What about hut8’s plans with Anthropic? Is the $35 billion deal with Apollo and Broadcom also something they’re “not taking seriously”?
@GavinSBaker@BetterIRR If these commitments don't matter, why are financial institutions arranging tens of billions in financing against the associated infrastructure? Not disagreeing with you, just trying to understand.
@edzitron@Downtown@michaelbatnick@fundstrat what is Gavin talking about? So openAI and Anthropic can Willy Nilly manipulate hundreds of billions of dollars in revenue in forecasted revenue that banks use to base loans to hyper scalers? This is felony fraud? Market manipulation
@GrindeOptions Red 🩸 russia just bombed Ukraine AFTER Trump tweeted about ceasefire. Iran underwater mine blew up a tanker. JPMorgan and Morgan Stanley both are BAGholding $38 billion dollar ORACLE BONDS. Yeah red
Why I Avoid Unprofitable Businesses Like $TE $IREN $CIFR $CRWV
1) High Dilution Risk
2) High Stock Based Compensation
3) Highly Unlikely Future Promises
4) Impossible to Value in Times of Panic
I want as low as downside volatility with and high upside potential, and I believe that is more achievable with a basket of highly profitable, high growth, low valuation metrics businesses.
Claude Code + Obsidian = $100.000 al mes
este tipo te explica en 10 minutos cómo construir agentes de IA autónomos (paso por paso)
🔖 guárdalo y míralo más tarde
This is CRAZY…
A bacterium discovered in the gut of a Japanese tree frog just COMPLETELY ERADICATED CANCER in 100% of treated mice after ONE DOSE.
Ewingella americana even OUTPERFORMED chemotherapy and immunotherapy in the study.