MCL Research

Not investment advice.

[MCL Research @mclresearch]

@mattyp @bot @X Better to use a e-ink tablet?

[MCL Research @mclresearch]

@hardinmallow @FundamentEdge Are you suggesting something like a world model but for companies and stocks?

[MCL Research @mclresearch]

@Klaudnin3 Appreciate the response. Lots of “moat compounded” stocks have re-rated lower. Seems like the key here is to distinguish the true AI risks vs just the market’s perception of risk.

[MCL Research @mclresearch]

@nicbstme What if tokens are abundant and so cheap. How do you decide then?

[MCL Research @mclresearch]

@firesidealpha ADHD maxxing

[MCL Research @mclresearch]

@FundamentEdge Fascinating. Where can we find the full deck?

[MCL Research @mclresearch]

@konstantinsaifo What prompt do you use to build this?

[MCL Research @mclresearch]

@FrancoisChauba1 @a16z Is there a chart for the cost per token? Compute costs are going up but we need to look at it relative to the tokens generated. A 10x increase in compute with a 100x increase in token output is deflationary.

[MCL Research @mclresearch]

@MachinaLabs_ But guess who makes the shipping containers..?

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@CompoundingLab @dividendology 🫡

[MCL Research @mclresearch]

@Tablesalt13 That’s not how you read this. It’s a 3.75% coupon bond for $6B. Oversubscribed for $7B. The market yield was always at 4.2%. You don’t make the coupons match the yield cause it change all the time.

[MCL Research @mclresearch]

@lhamtil The other difference is the level of debt that’s outstanding.

[MCL Research @mclresearch]

@bcbluecon We need more common sense leaders like Tobi. Canada is fucked because both progressives and conservatives are morons.

[MCL Research @mclresearch]

@jkenney These aren’t held by the bank of Canada. They’re private holdings.

[MCL Research @mclresearch]

@garquake @elonmusk It’s not illegal. Supervised FSD is available.

[MCL Research @mclresearch]

@tobi @56peggy 🔥

[MCL Research @mclresearch]

@lulumeservey Canada is at the “should be condemned for your views” stage now.

[MCL Research @mclresearch]

@tobi 🎯