😊

#alwayslearning

[Parsa Hosseini @paahrsa]

Interested? Check out this paper from UMD grads at Apple:

[😊 @alwayslearni]

@gonglei89 👀

[😊 @alwayslearni]

Hmmm

[Carol Roth @caroljsroth]

Finally, some good news…

[VolumeLeaders @VolumeLeaders]

$FNGU - The largest trade since August (#19) arrived on Friday at a level that was previously resistance, and is now being tested as support. All previous large trades over the last several months appeared at/near turns, with the exception of #9 which was a breakout trade.

https://t.co/ZmibgVeNQr

[😊 @alwayslearni]

How TF did this go so viral? Friedberg boost this post lol? @friedberg

[Joseph 🕊️ @CaudilloXIV]

Brazil if Lula wins / Brazil if Bolsonaro wins

[Christian Heiens 🏛 @ChristianHeiens]

Brazil has repeatedly tried to clear out favelas and replace them with everything from middle-class neighborhoods to taxpayer-subsidized social housing.

What happens every single time is that the affordable housing projects morph back into favelas within a few years, and when the government moves people out entirely and relocates them to new neighborhoods, the relocation sites themselves eventually turn into favelas.

This has been going on since the late 1960s, yet every decade or so, government officials have this idea that favelas are just a product of poverty, when in reality they're a product of the people who live within them.

It's like that meme video we've all seen of a beaver still trying to build a dam in someone's hallway using stuffed animals and cardboard boxes. You can take a man out of the favelas, but you can't take the favela out of the man.

[😊 @alwayslearni]

“Super intelligence” heh

[😊 @alwayslearni]

Skipper still alive … wow

[😊 @alwayslearni]

@zjasper You must be new here

[😊 @alwayslearni]

@tengyanAI Haha “but it's deliberately holding some back, betting that customers needing GPUs urgently will pay much higher prices.” So there’s no compute scarcity ? Hehe

Btw TSMC does the exact same..

[😊 @alwayslearni]

@tobi @zerohedge https://t.co/pittrBiZBP

[😊 @alwayslearni]

What you may be missing here is both Soros and Lauder played a big part in winning the Cold War

[😊 @alwayslearni]

@tobi @zerohedge Challenge your mind

[😊 @alwayslearni]

https://t.co/wGSd9InyOl

[First Squawk @FirstSquawk]

Goldman Sachs Ramps Up Asia Hiring as Wealthy Investors Look to Broaden U.S. Asset Exposure

[😊 @alwayslearni]

@ramahluwalia @pmarca $BSRT ?

[😊 @alwayslearni]

@TheMichaelEvery https://t.co/7kPoTr1Dlo

[😊 @alwayslearni]

“Dems, Soros and Blinken hate America” 🤡

Lula “the anti American communist”

[😊 @alwayslearni]

@TheMichaelEvery https://t.co/grUqDiiHr8

[😊 @alwayslearni]

Rethinking Brazil

Bolsonaro clan relies on agribusiness, security forces, and evangelical blocs (sectors that benefited from extractive exports and cultural conservatism). Lula clan commands organized labor, state-owned firms, construction giants, and global industries looking for predictable relations with both China and the West.

Both see China as an indispensable partners and recognize weakened U.S. domestic elite bloc will shape Brazil’s path in a multipolar world.

This 27 year prison sentence probably is being used by US DS to create conditions by which a military coup will occur … and the coup will only be successful if US abides by terms (committing to US side and no longer playing both)

[😊 @alwayslearni]

Bolsonaro **

[😊 @alwayslearni]

Time to resurrect Lula… deal to get him out of prison as long as he promises not to work with China ?

[Carl Worker @carlworker]

“Brazil is considering pushing for a partial trade agreement between the Mercosur bloc and China for the first time, senior Brazilian government officials said, in what would be a major shift for Latin America's largest economy.
Brazil has long vetoed formal negotiations with Beijing to protect domestic manufacturers from a surge in Chinese imports. But as Beijing has sought deeper commercial ties and Washington has imposed waves of tariffs, the government of President Luiz Inacio Lula da Silva is now reconsidering that stance.”

[😊 @alwayslearni]

@TheMichaelEvery 👀

[😊 @alwayslearni]

Lol

Brazil–China trade: $99B in 2018 → **$150B in 2022**, roughly +52% during Bolsonaro’s presidency.
Brazilian exports to China: ~$42.5B in Jan–Aug 2018 → $64.4B in Jan–Aug 2021 (+52%). China’s share of Brazilian exports rose from 27.8% → 34.1%.
2020: Brazil–China trade exceeded $100B for the first time, despite COVID. Brazilian exports to China hit a record $67.7B.
Chinese investment, 2019: Chinese investment rebounded sharply after 2018; estimates range from ~$1.9B to $5.6B, depending on methodology.
Chinese investment, 2021: $5.9B, +208% YoY; 28 projects. Brazil was reportedly the largest recipient of Chinese investment globally that year.
Energy/infrastructure: Bolsonaro’s government actively solicited Chinese participation in oil, gas, mining, railways, ports, airports and energy.
Huawei/5G: Huawei was actively courting Brazil, Bolsonaro met Huawei leadership, and his government initially did not exclude Huawei from the 5G process.
Chinese state capital: In 2019, Chinese state funds reportedly discussed >$100B of potential investment in Brazil, including infrastructure.
Agriculture: Bolsonaro/Xi agreements expanded Chinese market access for Brazilian agricultural products, including melons and meat.
Technology: Chinese investment increasingly moved beyond commodities into IT, fintech and digital businesses; IT accounted for a significant share of Chinese projects in 2021.
Bottom line: Bolsonaro’s rhetoric toward Beijing could be confrontational, but trade, investment, infrastructure, energy, agriculture and technology ties with China generally deepened during his administration.

[😊 @alwayslearni]

@TheMichaelEvery Bolsonaro expanded trade and dependency on China…

[😊 @alwayslearni]

If you’re a masseuse, pivot

[Dirac Delta @DeltaClimbs]

Visited a portfolio company in SF and it gave me a massage

Physical AI robot massage service, Arc Recovery

Is technology that makes you feel amazing alongside murder machines what they mean in finance by "barbell strategy"? 🤔

Barely even feel like going to war now! 😇