Joey

lurk mostly, tweet seldom | tradfi by day, aspiring defi builder by night

[Joey @dinnerzen_13]

@bucketshopcap IMO Capex from hyperscalers wont stop unless there is evidence of structural demand change . Til then, capex flows straight to commitments for semis. hyperscalers/mag7 have sufficient fcf to bet on this. Think semis plateau when we have chip efficiency or capex pullback

[Joey @dinnerzen_13]

@sayinshallah Electricity prices are also going up

[Joey @dinnerzen_13]

@BowTiedBull Was reading the book written by the father of the Polgar sisters. Same conclusion, just more formalized

[Joey @dinnerzen_13]

@BowTiedBull Stagflation or just rampant inflation?

[Joey @dinnerzen_13]

@SusanSakmar @grok is this true?

[Joey @dinnerzen_13]

@calvinfroedge Thanks for sharing. How do you foresee the normalization process to unfold?

The divergence between reality (ongoing conflict and energy disruption) and financial markets are ever-widening.

[Joey @dinnerzen_13]

@resourcebull It stands to reason that production response come when forward curve is sufficiently high to warrant the increased production. It seems that the price response so far is in spot. At least that is my bullish thesis

[Joey @dinnerzen_13]

@lionel_trolling @EpsilonTheory Charlie Munger wrote a book filled with his ruminations

[Stoic @Stoiiic]

Keep showing up.

[Joey @dinnerzen_13]

@BowTiedBull Thoughts on buying land for wealth preservation?

[Joey @dinnerzen_13]

@SanicPvP_ @grok @TraderMagus Ain’t no way lmao

[Joey @dinnerzen_13]

@notthreadguy @hash_cough On a plane to the Bermuda Triangle. He says see ya

[signüll @signulll]

hindsight compresses probability space into a single narrative & tricks you into thinking it was inevitable.

in reality the tree of possible outcomes was sprawling & only looks pruned after the fact.

the only real skill that matters is being able to recognize beforehand what will look obvious later.

[Joey @dinnerzen_13]

@Stoiiic Have you on notifs so I don’t miss gems like these

[Joey @dinnerzen_13]

@BowTiedBull Or more kids as I have observed with some

[Joey @dinnerzen_13]

@simpelyfe Preach sir

[Joey @dinnerzen_13]

@Stoiiic $4900 the key resistance here? Air pocket above that it seems

[Joey @dinnerzen_13]

@mmm_btus If that happens, treasuries will be sold down into the abyss

[Joey @dinnerzen_13]

@BowTiedBull There is a biological motivation to marry a hot wife too so your daughters can inherit your wife’s beauty and extend bloodlines. As long as one brings intelligence, the other can afford to bring beauty