Joven

Ordinary natural person, in defense of common sense, American exceptionalism, capitalism, $PLTR, $NVDA, and $TSLA. Roughly in that order.

[Joven @jovenis10]

@CarloFabio1 @michaeljburry lol, yes! When your argument is so convoluted that you can’t even trace the logic to the correct conclusion, that means you are grasping at straws. When you make more $ from substack than from your own investments, that means you’re the fraud, not the companies you are shorting

[Joven @jovenis10]

@321suomynona @michaeljburry Inverse @michaelburry has outperformed the S&P500 in 15 out of the past 17 years in my estimation. Listen to this big short dude if you want to sit out the next 15 melt up years just so you can say burry was right for 2.

[Joven @jovenis10]

@burrytracker So when the market inevitably crashes, will we have to completely ignore the 427 other times Michael Burry said the market was going to crash?

[Joven @jovenis10]

@BullTheoryio So basically he's saying massive $ will flow into the market . . . therefore it will crash? Or what he really means is his short positions will crash?

[Joven @jovenis10]

@Shmee150 I watched your reaction video on YouTube in which you conclude that the Luce car is for the Silicon Valley, smartwatch wearing crowd. As a smartwatch wearer, I am offended. Even if this car were $64k, I would buy a Tesla instead.

[Joven @jovenis10]

@DriveGreen80167 @TeslaZoa @electricfelix Agree that this shows that the biggest issue with the Luce are the proportions. Reminds me of what Jony did to the iOS 7 icons which were purposely mis-proportioned. After 13 years those icons still look horrible. The Luce design will age just as poorly.

[Joven @jovenis10]

@Owennfa After taxes, that yield is closer to 3.5%. OTOH you may also benefit from mortgage interest deduction (or you may not under standard deduction). Most people would be better off listening to DR over some account on x.

[Sawyer Merritt @SawyerMerritt]

I can confirm that Tesla has officially started assigning VINs to people who initially ordered the $59,990 Cybertruck Dual-Motor AWD, which means first deliveries should start in the coming weeks!

• 325 mile range
• 7,500 lb towing capacity
• 0-60mph: 4.1s
• Bed with motorized tonneau cover
• Bed Outlets (2-120v, 1-240v)
• 325kW max charging speed
• Coil spring with adaptive damping
• Durable textile interior
• 18’’ Wheels with all-season tires
• 10" ground clearance
• Weight: 6,537 lbs
• Same 18.5" front center display as trims

Absolutely incredible value for all the people who ordered and locked in the $59,990 price.

[Joven @jovenis10]

@kevinolearytv @Leica @savannaholeary Maybe post as a photo next time. Video compression on X is severe and hard to see the details clearly on a large screen.

[Joven @jovenis10]

@Jason Not my idea, but we need a AI sensor suite "carriable" (vs wearable) on a tripod that digitizes your environment on demand. Opposite of Vision Pro, you have direct perception but augmented by what AI sees. UI/UX would be via airpod, watch, iphone.

[Joven @jovenis10]

@factorydoge69 Contrast this with his Dylan Patel interview where Dylan suggests that Anthropic may have been too conservative and could be paying more $ for compute when their current contract expires vs OpenAI and others who locked up more capacity. I don't know but we will see.

[Joven @jovenis10]

@mattvanswol I would start with the local tire shops.

[Joven @jovenis10]

@geosci_nerd @michaeljburry Agree that Dwarkesh was able to get under Jensen's skin and expose a side of him we haven't seen before. But setting aside debate style, I think the substance of Jensen's argument prevails. Huawei is a formidable competitor, and banning Nvidia chip sales will help Huawei catch up

[Joven @jovenis10]

@geosci_nerd @michaeljburry No, usually not till noon. Not sure what prompted this. I admit Dwarkesh is super book smart but he appears to lack the maturity and historical context to understand the likely consequences of his proposal. Disagree?

[Joven @jovenis10]

@AlecStapp No table wobbling observed. Only the uninformed could conclude that a complete China ban on Nvidia chip sales would promote US interests. Agree with CFIUS/EAR, but application should be nuanced. Would Tiktok/WeChat/Alipay be so big if Google/Meta/Amzn/etc were allowed in China?

[Joven @jovenis10]

@wholemars @PabluGablu Both can be true. Rich will get richer & public will be beneficiaries. Open question is how we can prevent/manage a scenario in which a few individuals control a material portion of our economy. Huge fan of free markets, but how do we incent more people to play the game?

[Joven @jovenis10]

@Geniustechw Would he just renovate the ballroom to be more loft-y? POTUS hoodie merch could fund it.

[Joven @jovenis10]

@Noahpinion Except $TSLA.

[Joven @jovenis10]

@Kantrowitz And the correct policy response should be: let's not hamstring our most innovative AI infra platform builder with short-sighted, Cold War era thinking. Reserve the best chips for domestic use, but let Nvidia compete in China to deflate their native development.

[Joven @jovenis10]

@pauldatx @phl43 Lol, @elonmusk please fix my timeline because mine also seems to be similarly constituted. Trying my best to swat away dumb posts but my fingers are getting tired replying to them with insults and sarcasm.