SMD_Contrarian

Analyst

[S-Curve Capital @S_curvecap]

Assume I have duration (can own in PA), why wouldn’t I buy some NVDA here?

[SMD_Contrarian @matrix_trader_d]

@WaterworldCapi1 Bottom

[SMD_Contrarian @matrix_trader_d]

@P_Remarks AMN just barely up 30% from start of 2025 whereas SOXX up alot more

[SMD_Contrarian @matrix_trader_d]

@WaterworldCapi1 Why does $akam perform so bad lately? Memory price up? I think it again become a long under $130

[NonsparseOncologist @5_utr]

AI scaling is not exponential. It never was. I fit a logistic model to general capability vs compute across every major model generation — AlexNet to GPT-4. R² = 0.98. The asymptote is not infinity. Never was or will be. Thread 🧵

[SMD_Contrarian @matrix_trader_d]

@TMTLongShort US companies have been enjoying extremely high margins for decades, MAGA

[SMD_Contrarian @matrix_trader_d]

@MaiusPartners Thanks, still think it has room to run!

[SMD_Contrarian @matrix_trader_d]

@bucketshopcap Concensus

[SMD_Contrarian @matrix_trader_d]

@gatorcapital Appreciate. Do you think AI will cause unemployment rate up significantly maybe 2h26 or 2027 and that’s the base case from now?

[SMD_Contrarian @matrix_trader_d]

@Biohazard3737 @WassimLaroussi3 Agree. Many sub sectors are now uninvestable. How do you see biotech sector’s future? Optimistic or cautious?

[SMD_Contrarian @matrix_trader_d]

@WaterworldCapi1 I think yesterday further intensified PJM risk

[SMD_Contrarian @matrix_trader_d]

@bucketshopcap I think it’s stock markets consensus. I mean ex-Ai not in good shape

[SMD_Contrarian @matrix_trader_d]

@P_Remarks AMN

[SMD_Contrarian @matrix_trader_d]

@WSTAnalystApe 你確定嗎

[SMD_Contrarian @matrix_trader_d]

@TMTLongShort

[SMD_Contrarian @matrix_trader_d]

@TMTLongShort MAGA. I’m sure Americans are willing to work 24/7 in the fab in the cleanroom without any kind of WLB. Endure low salary to insure the margin. Extreme opposites conditions from Silicon Vally. Can bring whole supply chain from memory, chips, packaging into US.

[SMD_Contrarian @matrix_trader_d]

@P_Remarks When unemployment rate tick up. Nurse will become a solid job(not affected by AI) and hospital FT nurse fill rate up. Travel nurse demand down?

[SMD_Contrarian @matrix_trader_d]

@WaterworldCapi1 @Sunny_and_72 The earnings call was great! Infection point starts