Mad Equities

keep learning

[Mad Equities @MadEquities]

I just invested into some 151 Pokemon UPC boxes. Not stocks, not bonds, not wine, not bags, not watches, BUT Pokemon cards. I do have a thesis for this and why I believe this set is investable. Maybe will write about it.

[Mad Equities @MadEquities]

@GavMcCracken maybe u r right, just different rate of change that changes everytime

[Mad Equities @MadEquities]

@Jack_Lauer_ Yea. Tempted to do so too. But won't be using options this time. Maybe shares only

[Anas Alhajji @anasalhajji]

💠When A picture is worth a thousand words

[Mad Equities @MadEquities]

@Minnvestor Generally. Since it is a small market. Local investors know which ones have trustworthy management and will be obvious. U can see the valuation of them vs peers

[Mad Equities @MadEquities]

@Minnvestor Quality names like Kgb is cornered and everyone know is good. Hard to get at good price. But it is cyclical. Can look again when semi downcycle. There is also Uwc, proxy to teradyne n Intel with some exposure to others as well

[0SG @Zerosumgame33]

$CLMT next big leg higher probably happens in Q2 when this "MaxSAF phase 2 by July 10th" thats been hidden in the filings is revealed, digested, and priced into numbers.

[Anas Alhajji @anasalhajji]

🔥Falling Global Oil Inventories: Why the Bullish Narrative is Overhyped

With three charts
https://t.co/kWCGjJkvMY

[JH @CRUDEOIL231]

I keep hearing people say copper prices are just a bubble—totally pumped up 'cuz of global arbs—and that a flood of supply is just around the corner.

TBH, though, the real deal is that both brownfield and greenfield projects are already having a tough time, and they need a TON more cash than before.

So, like, how do we get that capital spending moving? Seriously, I can't come up with any other ideas besides prices going way up.

This isn't just about making bank for the traders. We need this ASAP to stop things from totally blowing up later.

We're dreaming of a better future with cutting-edge industries like AI and EVs. But to actually build that future, we need shovels and pickaxes. And that, my friend, is copper.

I seriously feel like the market is still way too meh about copper.

#copper $hbm

[JH @CRUDEOIL231]

@DeItaone FUCK YOU

[Jérémie @jeremie0117]

Three weeks ago, I said that oil prices were heading lower. Ultimately, oil went down. I nailed the direction. However, being right on a commodity price direction does not mean every argument that got you there was flawless, and a few people reminded us of exactly that.
That is why I wrote this new report.
https://t.co/r7OgcK6AH7

[Mad Equities @MadEquities]

@GavMcCracken I never knew u look at technicals hahaha

[🏴‍☠️ @calvinfroedge]

I think consumer staples outperform big tech over the next year

I own

$gis $cpb $deo $cag $clx

I see value here

Do the math

[void. @iBuild]

microsoft has banned employees from using claude code.

we're so back, baby!

[Nyan Nyan @CatNyanpital]

$META is a good business

But they’re going to spend a lot more on AI because of Jensen taking all the profits LOL

TSMC won’t take profits or hike as hard as they should

Neither will ASML

Jensen pre bought all the build capacity for GPUs.

So naturally he’s the bottle neck

And can charge whatever the fuck he wants

I’m surprised Zuck isn’t pissed off

[Nyan Nyan @CatNyanpital]

Alright let me explain why $GOOG is a a strong contender in the AI race

1. Bullish: Out of all the foundation companies, they own the entire stack.

Google owns the TPU/hardware, the model, the agents, the ADK (agent development kit), and the software.

Ontop of that they have the core search business that keeps kicking out cash.

For most vertically integrated companies, this gives you a great amount of control and lower costs since you don’t have to pay middle man costs each time.

Therefore you can argue that if these models have no switching costs or lock in, then the next thing will matter is quality vs price.

Since every model copies each other and most people only care about “good enough”, models are most likely going to be homogenous and therefore compete on price.

Google’s products that sit ontop of the cheapest models SHOULD win.

Ontop of that because they own every layer, they can make these layers API/SDKs available for free. Whether it’s a full fledged product or just the SDKs. Or making the model available to wrapper companies.

In other words: control and therefore COST is the advantage

2. Neutral: “Google is behind”

Over the long run if these models converge it won’t matter. As I said, costs will kick in.

In the AI race, there are 3 ways to win: proprietary data, distribution, better experience.

Everyone is trained on the same data. So now it’s just params tweaking and distillation and getting the economics down without destroying the user experience.

Google distribution…. Already should speak for itself.

So in the long run, Google will probably win.

3. Bear: Google SUCKS at bizdev

This i actually agree! Google somehow is deathly allergic to anything that could remotely be considered anti-engineering. Selling has always been Google’s Achilles heel.

That culture will not change. B2B and G cloud will always be an uphill battle. To adopt Google tools will mean adopting the WHOLE Google stack and most businesses won’t do that.

However with the AI models that may not be too much of a problem since the user XP is owned by these wrapper companies: the technicals and marriage of all the systems underneath are not managed by G.

Verdict: strong with a VERY clear advantage but by no means a clear winner

[*Walter Bloomberg @DeItaone]

"YOU'RE FUCKING CRAZY"

President Trump reportedly blasted Israeli Prime Minister Netanyahu in a heated call, accusing him of escalating the conflict in Lebanon and jeopardizing U.S.-Iran negotiations. According to sources, Trump warned that a strike on Beirut would further isolate Israel and pushed Netanyahu to back down. Israel later signaled it would not carry out the planned Beirut attack.

[Citrini @citrini]

My coworker @nicholastreece reminded me the other day that when Facebook IPO’d, the popular narrative was also “there will be too much supply” / “where will the liquidity come from”.

[Mad Equities @MadEquities]

@calvinfroedge