Dz Leviathan

[Dz Leviathan @dzzlev]

@joecarlsonshow I'm am about everybody ponying up to solve a problem. We are at our greatest when that happens.
Deciding to take more of somebody elses property is the sister of "Not in my Back Yard". It's a B.S. level of commitment to solve a problem.

[Dz Leviathan @dzzlev]

@joecarlsonshow It's amazing how otherwise rational and moral people can justify theft.

[Dz Leviathan @dzzlev]

@DSnei89 @j0fdw @joecarlsonshow Try not paying your taxes. Eventually somebody with a gun will come for you. On some level, everybody pays in threat of violence.

[Dz Leviathan @dzzlev]

@joecarlsonshow If keep them seperate if it helps support your process. Otherwise, combining them shows the real picture.

[Dz Leviathan @dzzlev]

@joecarlsonshow Off the top of my head I'd like to say MELI, but actual allocations would indicate the MA/V combo, closely followed by the MCO/SPGI combo. Strongly considering a BRK/BN/BAM trio.

[Dz Leviathan @dzzlev]

@joecarlsonshow That's awesome. Congratulations.
I did mine last year. Just be sure to reallocate those funds or they will find their own home.

[Dz Leviathan @dzzlev]

@BWB84 Thanks B!

[Dz Leviathan @dzzlev]

@QCompounding Send

[Brian @BWB84]

Having worked there, I know there's a rule inside Amazon: Finance does not approve eight-figure infrastructure spend on unproven hardware. Ever.

Cerebras.
OpenAI contract: >$10B.
AWS data-center deal: signed.
S-1 filing: April 17

AWS does not approve infrastructure spend at that scale without proof the performance is real. Nvidia and AMD are not the only options anymore.

[Dz Leviathan @dzzlev]

@BWB84 I'm watching them with ire. I tax loss harvested them and I'm sitting in a quantum ETF (WQTM) waiting for my wash days to clear. I can't move and I'm missing this push. 😞

[Dz Leviathan @dzzlev]

@BWB84 Let them drop like crazy. I've been waiting to open a JPM position. :)

[Dz Leviathan @dzzlev]

@BWB84 Great company. Happy to hold it. I'm amazed that more people don't.

[Dz Leviathan @dzzlev]

@SCHDETF $DGRW is sitting about 7.44% back, 1.34% dividend and still has a 25% exposure to Tech. (Healthcare is #2 at 14%)

[Dz Leviathan @dzzlev]

@BrianFeroldi For reference, here's the current list.
https://t.co/qd2FCnhwiX

[Dz Leviathan @dzzlev]

@dividendology I'm thinking META

[Dz Leviathan @dzzlev]

@2XfsgD2PsyttvWz I plan to buy dips as they present themselves, but generally will DCA in from here.

[Dz Leviathan @dzzlev]

@joecarlsonshow Congratulations! 👏

[Dz Leviathan @dzzlev]

@dividendology I own both, but I bought more MA today. :)

[Dz Leviathan @dzzlev]

@joecarlsonshow If you manipulate a market, you usually create undesirable inefficiencies and unintended consequences.