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…I know it is TikTok…but somehow it is an inspiring clip…I know exactly these kind of people @elonmusk is talking about….always complaining, always criticizing…well, regarding the #spacexipo you don‘t have to be on board from scratch, from the very beginning of the IPO, but in the long run you might be missing a gigantic chance…just my opinion/no investment advise 👉🏻 https://t.co/uyNl1WIeXz #attitude #musk #spacex #stockmarkets #opinion #fxdirk
…beers and wine, steaks and a lot of fish/seafood - really kind of surprised 👉🏻the whole Canada trip I did not put on weight💪🏻😋….bike trip today felt like cycling in a sauna…happy Sunday folks👋🏻 #cycling#biking#training#burningcalories#fxdirk
The AI numbers are starting to look very ugly.
Even under "best case" assumptions, FT's own data shows Microsoft AI ROI at -9%, Google at -15%, Meta at -28%, Oracle at -35%. Only Amazon barely comes out positive.
This is exactly why I keep comparing this to the dot-com era. Incredible technology does not automatically mean sustainable economics. The internet survived. Most internet companies didn't.
Right now hyperscalers are spending trillions hoping future demand catches up to present capex. That's not certainty. That's a leveraged bet.
🇨🇦Canada…two fantastic weeks passed by so damn fast…we saw so many things…nature/animals were the most impressive part of the whole journey…big hugs go out to Helma and my cousin @schievink_1 …we saw bears, seelions, bald eagles, humpback whales and so much more and even some fish got on our hook😊 #canada #vancouver #vancouverisland #nature #animals #bears #baldeagles #fxdirk #traveling #boating
…just a thought: What if the current rally in semiconductors is not only the pure demand due to the rocking AI-future, but on top a massive prepping because of a coming Taiwan-case?…crazy? #taiwan#semiconductors#fxdirk#ai
future levels way below that?…what about AI?…what about AI-/Robo-tax/universal income?…a lot of change coming - no matter who takes the seat in the oval office or elsewhere
THE SHARE OF AMERICAN MEN WORKING OR LOOKING FOR JOBS HAS FALLEN TO ITS LOWEST LEVEL SINCE 1948, EXCLUDING THE PANDEMIC
THE US JOB MARKET HAS WEAKENED SINCE EARLY 2025, WITH MOST NEW JOBS COMING IN FEMALE-DOMINATED SECTORS