Homo sapiens

One humanity. Freedom from egoself it is.

[Homo sapiens @IbeThatonly]

@purelivn Real peace & joy is freedom from thinking-ego. Then one can be anywhere peaceful-happy. 😊

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 We may be looking at the rarest market setup in 50 years.

The S&P 500's four historic drawdowns since 1972:
– 1973 Inflation: -43%
– 1987 Liquidity: -30%
– 2000 Tech: -47%
– 2008 Credit: -55%

Each one was driven by ONE dominant risk.

Right now, all four are present at the same time.

1. INFLATION
A commodity supercycle. Energy, metals, agriculture all in multi-year base breakouts. The Fed's preferred inflation gauge has been above 2% for 18 of the last 24 months.

2. LIQUIDITY
The largest equity supply shock since 2000. SpaceX, OpenAI, Anthropic raising ~$275B combined. Google flipping from $60B/year buybacks to $80B net issuance. Over $1 trillion of IPO and lockup supply hitting the Russell 3000 in 2026.

3. TECH
Semiconductors trading 73% above their 200-day moving average – the largest stretch since March 2000. Climax run signals across the AI complex. Micron, Palantir, SMCI, the SOX index, all showing the textbook O'Neil sell pattern.

4. CREDIT
Apollo, KKR, BlackRock, Blue Owl, Cliffwater, Partners Group – all gating redemptions on their evergreen funds in the last 90 days. The private credit machine is freezing in real time.

Never in 50 years have all four risks been simultaneously present.

But here's the part nobody talks about

While the AI Big 10 has gone vertical, quality stocks have been left for dead.

– Berkshire Hathaway: trailing the S&P 500 by hundreds of basis points
– Coca-Cola, Procter & Gamble, Pepsi: trading at multi-year relative lows
– HEICO, Union Pacific, MSCI: making boring new highs while everyone watches Nvidia
– Healthcare vs. S&P 500: 25-year relative low

The last time this happened?

December 1999. Barron's ran a cover titled "What's Wrong, Warren?" – mocking Buffett for being a dinosaur, for missing the internet, for refusing to pay for growth at any price.

Berkshire was down 19% in 1999 while the Nasdaq was up 85%.

What followed:
– Berkshire +29% over the next 24 months
– Nasdaq -78% over the next 30 months

The setup today

Four historic risks stacked simultaneously, while the boring, durable, cash-flowing businesses that always survive these regimes have been treated like dead money for years.

The math doesn't get more asymmetric than this.

Quality stocks aren't out of style.

They're being orphaned.

That's when generational positions are built.

The boring stuff hasn't worked for a long time.

History suggests that's exactly the moment it starts to.

[Bull Theory @BullTheoryio]

BREAKING: Ray Dalio just said the AI market is a bubble and it will burst.

"All great technology changes produce bubbles," Dalio told Bloomberg. "The pricking is the converting of wealth into money" right now, every major tech company is pouring hundreds of billions into AI infrastructure and booking it as investment.

The moment investors demand actual returns, companies will have to show that the money spent is generating real profits from real customers. If the revenue is not there, valuations collapse and right now, the revenue is not there.

AI companies are spending $800 billion in capital expenditure this year alone. OpenAI spends $60 billion annually on cloud infrastructure against $25 billion in actual revenue.

Less than 1% of executives globally report meaningful ROI from their AI investments. 95% of enterprise AI pilots have failed to deliver measurable returns according to MIT.

The entire $2 trillion cloud backlog held by Microsoft, Oracle, Google, and Amazon is anchored by two unprofitable companies: OpenAI and Anthropic.

By 2030, the industry needs $2 trillion in annual revenue to justify what is being built today. Bain estimates it will fall $800 billion short.

Dalio is not saying the technology is fake. He is saying the economics do not work yet and every bubble in history has ended the same way when that moment of reckoning arrived.

[Power to the People ☭🕊 @ProudSocialist]

Your pyramid is a lie:

Here is the Capitalist Pyramid published in 1911 by the Industrial Workers of the World.

It illustrates how the working class props up capitalist society.

A century of propaganda has conditioned Americans to love the capitalist system that enslaves them and hate the socialist system that liberates us all.

[Rekt Fencer @rektfencer]

🚨 SOMETHING EXTREMELY BAD IS COMING

US stocks are now THE MOST OVERVALUED in 100+ years.

Higher than the Dotcom Bubble.

Higher than any point since 1929.

The higher it goes, the worse this ends.

[Homo sapiens @IbeThatonly]

@BrianSuttererMD Healthy body is good. But what kind of mind does one have? Selfish, egoic, self-absorbed? Such a one consciously unevolved. Still mostly an animal. So what one has a nice body? 😊

[Joe Kent @joekent16jan19]

What Massie’s loss means for America 1st & why I’m optimistic about the future of our movement.

We can save our Republic if we can build a broad populist movement against more wars & foreign influence:

[Homo sapiens @IbeThatonly]

@SVcrazycatlady Lol no. Ppl are mean, hateful cause they feel a sense of separation. Ego is the primary cause. More special one thinks one is, unhappier & more hateful one mostly is. To understand “I am not this so&so” person concept I take myself to be is a good start. Know thyself is next. 😊

[Homo sapiens @IbeThatonly]

@SMB_Attorney Yet we will all die at our prescribed, pre destined times. Sure living healthier lives along the way a big + indeed. Let’s live today fully. Enough. 😊

[Gabriele Corno @Gabriele_Corno]

In Norway, reindeer always have the right of way

[Dan Go @CoachDanGo]

The best carb for fat loss is potatoes. They rank highest on the satiety index meaning they keep you full longer. They're modrate in calories. Many easy ways to prep them. They're also cheap. Potatoes are the best carb when cutting. Eat them.

[Homo sapiens @IbeThatonly]

@stats_feed Constantinople was where a gathering of Bishops in the 7th CE took out the belief in reincarnation from the then existing Bible. 😊

[Homo sapiens @IbeThatonly]

@Sierra_rak Yes! In America we are stupid polite. I mean if you really care for a friend who is fat, tell them so honestly. So they hopefully will do something about it. It shows you really care for your friend. Why not simply be honest. It’s a fixable problem anyways. 😊

[Homo sapiens @IbeThatonly]

@stats_feed Marriage!

[Homo sapiens @IbeThatonly]

@NightSkyToday There is no soul. What is labeled soul in western religions (so one knows where one ends in heaven or hell) is state-of-mind at moment of body death. Such a state of still hungry mind finds a new body to satiate. Hence need for reincarnation. A fully satiated human God only.

[Dr Elaine Cox 🍃 💚 🍃🌽🥬🐦‍⬛🐌🇬🇧 @ElaineCox11]

Uncut grass keeps the ground at around 19.5°C
Grass cut to 10 cm raises the ground temperature to about 24.5°C
Bare ground in the middle of summer rises to over 40°C
It's important to raise awareness #NoMowMay

[Homo sapiens @IbeThatonly]

@DirtyCheapStock Ppl said the same thing about Tesla for years btw. Hedge funds short got smoked year after year. To bet against this guy is not wise in my humble opinion. 😊

[Homo sapiens @IbeThatonly]

@FirstSquawk Thailand! Sri Lanka beckons my friends…😊

[Homo sapiens @IbeThatonly]

@DonMiami3 Now’s the time to be short SMH!

[Homo sapiens @IbeThatonly]

@DonMiami3 Why talk only of South Korea. Boomers in the US blindly pushing buy orders on their brokerage accounts all day for MU, INTC, NVDA. MU a commodity company PE so cheap they claim! Greed fundamentally not bad, same everywhere. Just to know when to be in cash. Or to be short. 😊