John Higgins

[John Higgins @ardennes1789]

@Mike_Taylor1972 What about Hemlock owned by Corning

[John Higgins @ardennes1789]

@ShilboBagins @tculpan @leopold The clients are rarely up like that. They come in at different times and usually chase performance. The big returns are early. The big money is usually later and often left worse off. Every story is different.

[John Higgins @ardennes1789]

@markankcorn @tculpan @leopold Maybe if you start with $275 M and pile incrementally $billions into a few names many small cap and have a large group of followers and SV promotion, performance happens at least until challenged.

[John Higgins @ardennes1789]

@PodcastAlphaX @realsteveeisman The risk is in the costs to get the data centers operating and in OpenAi executing.

[John Higgins @ardennes1789]

@matthewstoller It took long enough. Plenty of investors have called it "Bubble vision" for a decade.

[John Higgins @ardennes1789]

@matthewstoller If he paid his workers that might start to solve some problems rather than get the government to not collect anything.

[John Higgins @ardennes1789]

@profplum99 You should be proud. Probably takes after his mother.

[John Higgins @ardennes1789]

@RealJimChanos I don't think Jensen is making that bet.

[John Higgins @ardennes1789]

@johnarnold @Kathiemom11 They do not cover the full costs of gen and grid upgrades. That is the whole point. They take needed excess capacity for peak and tighten the system.

[John Higgins @ardennes1789]

@Chartfest1 @KevRGordon it does if you own more of the decliners than the advancers🤑

[John Higgins @ardennes1789]

@BobEUnlimited It is a probability and hit rate business with risk adjustments.

[John Higgins @ardennes1789]

@KeithMcCullough @HedgeyeTech @HedgeyeComm Really good job in Tech

[John Higgins @ardennes1789]

@RealJimChanos You might check, but I think 50% of the SPY EPS revision is MU. That is not exactly a healthy economy.

[John Higgins @ardennes1789]

@matthewstoller Those statements are not mutually exclusive. Regulate Delta and United. Regulate the whole credit card nonsense. Regulate access to gates. But, preventing 2 smaller players from merging against oligarchies made no sense.

[John Higgins @ardennes1789]

@johnarnold @he_mowz Look at the NJ Gov race and see the issue of Electricity bills.

[John Higgins @ardennes1789]

@joonlee This Ownership became truly rotten and aged despicably

[John Higgins @ardennes1789]

@InvestSpecial Data Centers run years behind. Consumers realize AI does steal capacity and drive up Electricity rates and rebel. Fabs cannot meet chip orders. Momentum and infinite capital collapses.

[John Higgins @ardennes1789]

@profplum99 This is about “The Great Game” with the USA & China replacing Britain & Russia. The question is which of these powers has more economic influence in new Persia in 10 years? China has a land route big position. This is noise.

[John Higgins @ardennes1789]

@johnarnold But everything is a trade. How much is an investment? A friend with a great track record described markets like US housing in 2004.