ertbAl.eth

Private Account. Personal Opinions. No Investment Advice.

[ertbAl.eth @drspinntau]

@ReformedTrader How about a version where the AI has to predict the next day frontpage going forward now? Must be oos test of course or model after cut-off days.

[ertbAl.eth @drspinntau]

@HayekAndKeynes That's Microsoft cutting of VS Code subsidy in June.

[ertbAl.eth @drspinntau]

@bubblementality @orrdavid Secondary effects from weaker trade partners and stronger US-Dollar.

[ertbAl.eth @drspinntau]

@Citrini7 @BussinBiotech Well, you put the entire chain on layer 1 German small caps. But it is, what it is. 🤷 🙈

[ertbAl.eth @drspinntau]

Do large sale AI data centers dynamically adjust model compute given power prices? Or does Open AI and Co. have to burn way more money, when power prices spike (sold fix, dynamic costs?)

[ertbAl.eth @drspinntau]

@Morpheus_Dr3ams @marginsmall Python, using Streamlit

[ertbAl.eth @drspinntau]

@fwred

[ertbAl.eth @drspinntau]

@sirdavidjcooper @ZFXtrading "Tokens are now my currency and time is the enemy."

On the point. I fear the point, when they will start to price you out of your fun projects.

[ertbAl.eth @drspinntau]

@HayekAndKeynes ODTE that VIX1D, Baby!

[ertbAl.eth @drspinntau]

@John_Hempton @tofdaj Yesterday...

[ertbAl.eth @drspinntau]

Unicorn time!

[ertbAl.eth @drspinntau]

@HayekAndKeynes Tariffs alone don’t cause major inflation (they just shift were the money is spent. They may lead to deflation if a recession hits because of them).
An increase in money supply can lead to inflation. And it's rising again.

[ertbAl.eth @drspinntau]

@FRANCEScoHHHHH @robin_j_brooks EZB kaufte italienische Anleihen 45% ÜBER dem fairen Anteil, deutsche 46% DARUNTER.

[ertbAl.eth @drspinntau]

@HayekAndKeynes Being up 5b and can still feel stupid of selling to early. Tough game.

[ertbAl.eth @drspinntau]

@HayekAndKeynes Bureaucracy = Protection
More bureaucracy = More tariffs on the other side justified

Is this the line of thinking? As a German I believe my government would like that very much.

[ertbAl.eth @drspinntau]

@IPODave Snow at 120 would be nice

[ertbAl.eth @drspinntau]

@studer77 @OAlexanderDK The U.S. holds 1/3 to 1/2 of German listed firms, >60% of MSCI World, and >25% of global GDP. USD dominates. Aid per person is low. It’s not about fairness—it’s if the U.S. wants it. P.S. The top 10%, who owns it, I mean.

[ertbAl.eth @drspinntau]

@0xQuit Witcher.

[ertbAl.eth @drspinntau]

@WinterLars https://t.co/9EsMt3rbhu

[ertbAl.eth @drspinntau]

@ValueAnalyst1 Killing 2/3 of German market with a tweet is although questionable. Maybe he is ahead of the curve, but atm it's just pain given current valuations.