Market did EXACTLY as I analyzed.
- Trapped Bears
- Held AWAP and Fib level
- THE RSI divergence worked like a clock.
People were like- which positive divergence on Sunday night- THIS ONE. SEE IT NOW?
People hated me for sharing free intel- I did this analysis streak since Jan 2025 and doing it to help the 70-80% followers who listen and appreciate the analysis.
Holding back from sharing these until I get above 50k Friends here. Lot of people sitting at 100k+ plus sharing scams, false info, and worthless intel- I think you all can help a friend grow.
Prof,
$QQQ $SPY $NQ_F $ES_F
@Prof_heist I wonder what if all politicians would only be able to travel economy and live modestly if using people's (citizen) money, would it change something
Pretty interesting concept presented by Satya on @bgurley and @altcap podcast: the AI "winners curse" where the one pushing the AI performance frontier does so at higher cost than everyone else who benefits from observing what was done and copying it in more compute efficient manner. Goes against the idea of a "Pascal's Wager" for Big Tech to be on the absolute bleeding edge of AI frontier. And Satya suggested leading was nice but not essential, esp for enterprise apps.
This is Dario Amodei.
He's the CEO behind Claude, one of the world's most advanced AIs.
Yesterday, in a 5.5 hour conversation with @lexfridman, he revealed our timeline to superintelligence.
Let me save you 5 hours: 🧵
In my experience people start to speak ill of someone’s appearance when they have nothing else to focus on and when they feel small comparing to other’s success.
Guys, go build a better future for yourself and your family instead of choking on your poison
I wanted to place $BRK's cash position in some context given all the macro-babble about Buffett's large current T-Bill balance.
BRK's most important (& valuable) businesses are his insurance businesses, in aggregate. As such, he has to always hold safe assets against his ever-growing insurance liabilities ("float"). He says BRK must be a "Fort Knox" at all times.
A great substack writer from days gone by used to make this important point & I've updated his table to present-day.
link here:
https://t.co/MGXtNP8Ctr
The simple point is that BRK's cash, T-Bills, & Fixed Income position has always roughly matched its insurance liabilities.
In addition, over time, Buffett has shifted the mix of assets away from fixed income to more cash & bills.
Now of course, the cash levels from the latest 10-Q look "weird". But IMHO, that is a function of his recent & heavy sales of a hugely successful $AAPL position (& $BAC) which he has not had the time nor the valuation environment to re-deploy.
If one takes these net sales so far in 2024 ($127B) out of the cash/T-Bill position, BRK would be back to a 106% insurance coverage ratio - pretty much in-line with its history.
Will Buffett be able to re-deploy that much cash given current valuations & his advanced age? I don't know.
But what I do know is that this balance sheet doesn't reflect a "macro call". Its just business as usual, IMHO.
Prof just helped me to earn $1,600 in a day with my calls. And the best part is that I did not follow any specific trade but a mindset, a great mind indeed!
This is just another example of how to use the "circulation" model to understand the Chinese economy, its problems and proposed solutions.
I described how this model worked for property development and NEV sectors here:
https://t.co/EfmPVEjukC