Jason Collier

[heidiheidiheidi @heidiheidiheidi]

This? This is what is important right now? This is what you’re spending your time on? I will gladly help you with your priorities in the midterms and in 2028. @POTUS @realDonaldTrump #politics #USPolitics #news #GOP #nonsense

[Jason Collier @jac389psu]

Please, I'll count that as winning. 99% additional loss in 66 years less time. If the rial lost 99% to the dollar and the dollar lost 97% to gold then it lost 99.97% rial to gold. 3,333x return vs 33x.

Also, what are you doing with that cash for 113 years? Can it earn 3.15%/yr in treasuries?

[Jason Collier @jac389psu]

@MoloWarMonitor Can't wait to see the irgc out there cleaning it up. Those environmental fees are totally legit right? 😂

[Jason Collier @jac389psu]

@Geiger_Capital That's hyperscaler bonds competing for capital. Inflation maybe some other time.

[Jason Collier @jac389psu]

@zerohedge So a property that sits empty the majority of the time requires even more city services? Ok got it.

[Jason Collier @jac389psu]

@MelMattison1 💯 The tech & demand exists no matter which LLM you're running. Opensource can commoditize the model but the computing needs remain. And if edge and self managed takes hold thanks to oss that's even more semi demand because the overall utilization rate is inherently lower.

[Jason Collier @jac389psu]

@zriboua I think it's interesting there's been no attacks on Israel. Iran wants the leverage and threat of force without the consequences.

[Jason Collier @jac389psu]

@MelMattison1 Mel you're totally right, there's just more of them than there is of us. It's all just bs noise.

[Jason Collier @jac389psu]

@MelMattison1 @Bing0to 💯 Mel. An investor's job is to keep your eye on the ball, don't get caught up with the noise. The level of fabricated details that will be meaningless in even a month's time is ridiculous.

[Mel Mattison @MelMattison1]

A very special message here. Please like and repost if interested in hearing more... or call me an idiot.

[Jason Collier @jac389psu]

@zerohedge And UMich coming later today lol 🍿

[Jason Collier @jac389psu]

@TradingThomas3 $250m? The shock, the horror.

[zerohedge @zerohedge]

*BARKIN: NOT A GIVEN THAT FIRMS CAN RAISE PRICES ON TARIFFS

but... but...

[Jason Collier @jac389psu]

@MelMattison1 The split between reality and the negative media narrative astounds. -- This, 1000%. No matter where you are politically, the current macro sentiment is clearly emotional biased. Soft data vs hard data, UoM inflation survey. Interested in seeing how the inventory scare plays out.

[Jason Collier @jac389psu]

@MelMattison1 So we pulled forward imports, gold flows were huge, Doge is doing what it does, this was a good report. Only reason to sell off this data point is b/c the headline is negative.

[Jason Collier @jac389psu]

@MelMattison1 Just don't start talking about the ACC 😉 Really looking forward to more podcast content. Original thinking is a breath of fresh air.

[Jim Whitehurst @JWhitehurst]

This was a good reminder of the difference between collaboration, coordination, and cooperation. I have a tendency to use them interchangeably myself. https://t.co/pGHWNFB7UI

[Jason Collier @jac389psu]

@slickdeals Was it the seagate hard drives from the last deal that crashed?

[Adam Cutler @Adam_Cutler]

IBM Design Research - We're not our users. How do you design for people when people constantly change? #ibmdesign https://t.co/R02XAeed9h

[Jason Collier @jac389psu]

#ibm #ibmdesign https://t.co/sW35OyMZtr