GR

[GR @groza747]

Maturing is realizing:

- There’s enough space at the top for everyone

- By helping others you help yourself

- No one cares about you as much as you so be kind to yourself

- Never attribute to malice that which is adequately explained by stupidity

[GR @groza747]

You’re a clueless moron but might be onto something here.

[Bill Ackman @BillAckman]

The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment.

But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable.

Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything?

And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on.

But what if the old models don’t apply to the current paradigm and the Fed is wrong?

I think the Fed might have just made a mistake. Am I right or am I wrong?

[GR @groza747]

Then go buy it and stfu

[Leif | Investing @LeifInvests]

Let me get this straight.

Bill Ackman called $UBER cheap at ~$82.

Donald Trump bought $UBER at ~$75.

The CEO bought shares at ~$71.

Nancy Pelosi bought $UBER calls at ~$70.

Now you can buy $UBER below ALL of them, under $70.

At less than ~18x earnings and near its lowest valuation ever.

Do with this information as you will.

[GR @groza747]

@SamOfficials تعال اقنع آلاف الاغبياء على تويتر بأول جملة لان نشف حلقي

[GR @groza747]

We don’t hate middle eastern telecom companies enough.

[Shipping Man Junior 💹🧲 @ShippingManJr]

I don't understand how the largest "tech" companies & telecom duopoly, etisalat and du, both manage to have the worst, slowest and most buggy websites in the whole of UAE.

They literally control the internet but can't seem to get websites right.

[GR @groza747]

@Dr__Melfi كلام ماله طعم ولا نفع وللاستهلاك الانتخابي فقط والحقيقة لا هو ولا ترامب قدروا يفرضوا هذا الشي في ٦ سنين كان فيها الأخير في البيت الأبيض. الشركات تدفع ملايين الدولارات كل سنة لشركات الضغط على الحكومة لمنع القوانين الي بنظرهم ضد نمو الأعمال.

[GR @groza747]

@TheEconMind اسوأ من بعض. Sarwa و ثاندر ممتازين بس بعمولة ومركزهم الإمارات. الUX/UI تبعهم ممتاااااااز

[GR @groza747]

ترامب يدرس احتمال حظر على تصدير الديزل لمدة ٩٠ يوم. هذا رح يخفض أسعار الديزل محلياً في اميركا ويرفعها في باقي العالم.

خطتي هي استغلال الانخفاض في سعر $VLO للتجميع لما بعد ال٩٠ يوم.

[GR @groza747]

لا صوت يعلو فوق الديزل 🛢️

تراجع صادرات الديزل من روسيا والخليج وانخفاض المخزونات إلى مستويات حرجة، وتعطل مصافٍ أميركية كبرى مثل مصفاة إكسون في جوليت حوّل الأزمة إلى أزمة عالمية في المشتقات الوسطى وقدرات التكرير، وأصبح الديزل أكثر شحًا من النفط الخام (١/٢)

[GR @groza747]

How will Dubaians get their chocolate alternatives now? 😂

[Bloomberg @business]

Premium Swiss chocolate maker Lindt has pulled its project for a flagship store in Dubai over concerns about the regional impact of the war in Iran https://t.co/gkQNv8H3ff

[GR @groza747]

It’s actually that simple 🤌🏼

[GR @groza747]

@s_usa2001 No on all 9 except Google which is a maybe

[GR @groza747]

@AhmadFPR She’s literally the most annoying person on Levantine TikTok

[GR @groza747]

@MarwanInsights Hahaha I feel you

[GR @groza747]

@MarwanInsights How dare you be reasonable on X??????

[GR @groza747]

@radwanmortada خدلك هيدا البهيم الثاني 😂 وليه بهايم انتوا بتسمعوا حالكم شو بتحكوا او البيجرات ضربت حاسة السمع كمان؟ الله لا يخلي فيكم مخبر يا اولاد الزانية من الفطيس الاقدس لكسمك يا بو ريحة 😂

[GR @groza747]

@radwanmortada ٩٥٪ من العملاء من بيئتك يا حلو 😂 عاملين فيها شرفاء آخر زمن

[GR @groza747]

@stocks_usa1 على عكس الاعتقاد السائد، الاستثمار عند أعلى مستوى تاريخي تاريخياً يضمن أرباحاً ممتازة ومقاربة لأي وقت آخر على المدى الطويل

[GR @groza747]

@LJnoubeye @Itstimetochan20 @ISuccar فوق ما انك بهيمة وفوق ما انك حاطة صورة نعيق قاسم وفوق انك ما بتعرفي تكتبي، طلعتي موهومة وهبلة. ولي مجوية حرفياً ما بقي حدا منكم يا مسطولة لا صف اول ولا ثاني ولا ثالث. رصاصة خايفين تقوصوا على درون فوق رووسكم وبعدك بتحكي بالاصطياد؟ شو نوع التبن اللي يتتعاطوه مش فاهم

[GR @groza747]

@moonncchiId I don’t know you but كفو

[GR @groza747]

Yes why would anyone bet against someone who stole the only working ideas and flopped the ones he came up with.

[Oguz Erkan @oguzerkan]

Zuck moved his desk to $META AI Lab in April.

How could anybody in their sane mind bet against this?

[Citrini @citrini]

There’s no way any of us can predict the impact that AI will have on companies, sectors or consumer behavior (which has been, for all of history until now, human behavior).

But to claim that it won’t have an impact and simply brush it off lacks both humility and creativity.

Tactics that worked when consumer behavior was dictated by human psychology will fall by the wayside, and those that fail to adapt will be left behind.

Every day from now on we will see new examples of areas where friction was profitable becoming cost centers for companies that don’t react in a timely enough manner.

Today you might realize just how many flight credits, loyalty points or promotional offers you’ve never used that will end up utilized by agents. What impact will that have?

Tomorrow, you might see something that makes you ask how much money health insurers make simply because people won’t sit on the phone for 5 hours trying to get coverage approved unless it’s a massive expense and/or life or death matter.

What about your savings account? That money could be in a money market fund, but you haven’t bothered to move it. How much in net interest income is made because of that friction?

The coming years will be some of the most interesting for investors who are intrigued by paradigm shifts and their ripple effects.

I, for one, could not be more excited to see how it all plays out and invest through the changes.