Jerry the Cowboy

Not Otherwise Specified

[Conor Sen @conorsen]

Micron is now projected to have roughly the same free cash flow in 2027 as Apple.

[Jerry the Cowboy @ldsc4303]

@VKMacro Right, I get that, there's no SPR equivalent for products since some stuff like gasoline literally spoils, but the strait doesn't export that much products right? And if crack spread is so high, shouldn't the first thing that's leaving the strait be products like jet fuel?

[Jerry the Cowboy @ldsc4303]

I am a capability-maxxer. (I need to build AGI with my own two hands I can fix my IBS and become a productive dev)

[Jerry the Cowboy @ldsc4303]

Why don't we hear more about Spinoza?

[Jerry the Cowboy @ldsc4303]

@LSDinmycoffee We gap filled NQ too lmao.

[Brian Lui @brianluidog]

I would have been sympathetic to the "AI is bad because they didn't respect copyright on books" argument. But Disney made the copyright term 6000 years after the death of the author. So media copyright doesn't feel legitimate to me, fuck off with your fake ethics.

[Jerry the Cowboy @ldsc4303]

@edgefills It's a good tweet on so many levels, because it's self-aware that it's likely impossible.

[Jerry the Cowboy @ldsc4303]

In today's episode of 3Edgy5U, where in the path from the LUCA to contemporary human should be granted legal personhood?

[Jerry the Cowboy @ldsc4303]

@tenderizzation I have yet to actually play a visual novel.

[Jerry the Cowboy @ldsc4303]

I am forced to kinda chase money rather than power in a more generalized sense right now.

[Ryan Detrick, CMT @RyanDetrick]

Small caps (the S&P 600) closed at their highest level in history today.

Also, the small cap advance/decline line did as well. File this one under not bearish.

[Jerry the Cowboy @ldsc4303]

I was right. Sigh. Didn't get the call spreads.

[Jerry the Cowboy @ldsc4303]

I feel people are fading the Micron earnings with the SK Hynix sell off and then people get reamed by a 2023 nvda earning style green dildo.

[Jerry the Cowboy @ldsc4303]

@sidprabhu In before it's DINK boomer.

[Jerry the Cowboy @ldsc4303]

@LanceRoberts Meanwhile nvidia is like the size of the german equities market

[DonAlt @DonAlt]

Elon launches low flat high FDV shitter
Thing runs 2x
Immediately retraces back to open

We've seen this movie before
Proceed with infinite unlock szn as market cap stays the same while everyone gets buttfucked
Crypto innovation at play here, innovation being how to fuck people

[maru.eth @wasserpest]

this is how I watch the world cup

[Jerry the Cowboy @ldsc4303]

@mathyouf Unfortuantely most people just wants to make a quick buck and then fuck off (and which means some form of riding into the sunset of irrelevance)

[Jerry the Cowboy @ldsc4303]

So ya, Oracle. Did they like somehow sign away the upsides as a neocloud?

[Jerry the Cowboy @ldsc4303]

@tomieinlove I'm already on it. I tried sema too.