pal9999

サッカーブログやってます。

[pal9999 @pal9999]

造反でたか

[Lucas Sanders 👊🏽🔥🇺🇸 @LucasSa56947288]

🚨BREAKING: In a HUGE blow to Donald Trump, the House has PASSED the War Powers Resolution - 215-208 - which will require Congress’ say over the Iran War.

[pal9999 @pal9999]

正体隠す気がなくなった野球星人

[【ＳＳ】大谷速報＆スポーツ速報 @30R9gmaMUy3guDJ]

大谷翔平、６回無失点ピッチング！

ランナー出すも併殺打に

６回89球2安打６奪三振1四球0失点
防御率0.74

#大谷翔平 #ドジャース

[pal9999 @pal9999]

全員AI株買うためにあらゆる資産を売る時代、か・・・・

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 Bitcoin just dropped from $74,000 to $67,500 in 48 hours. On no real news.

One thesis that fits the data:

The exit liquidity rotation has begun.

In the next months, four companies are raising over $350 billion in fresh equity:

– SpaceX IPO: ~$75B
– OpenAI raise: ~$100B
– Anthropic raise: ~$100B+
– Google net equity issuance: ~$80B

That money has to come from somewhere. Existing portfolios. Risk-on capital. Cash.

Bitcoin is the most liquid risk-on asset on earth. Selling it is the fastest way to free up dollars without triggering tax events on long-held equity positions.

If the most religious Bitcoin holders – the corporate treasuries, the funds, the whales – are even partially rotating to participate in the largest IPO cycle in history, you don't need a news catalyst to explain the drop.

You just need the supply curve to flip.

This isn't bearish on Bitcoin long-term. It's a sign that the entire risk-on crowd is preparing to absorb the largest equity issuance year since 2000.

When the marginal Bitcoin holder needs to be on a SpaceX cap table, Bitcoin goes down for reasons that have nothing to do with Bitcoin.

The exit liquidity avalanche doesn't just hit overvalued stocks.

It hits anything liquid.

[pal9999 @pal9999]

米株が真っ赤なんですが、みんなアンソロピックを買うために株売ったりしてるんですかね

[pal9999 @pal9999]

ついに来たか

[かぶちー@デイトレーダー兼業スロプロ @kanakingames]

始まるぞ...

岐阜暴威とキオクシアの頂上決戦が！！！

[pal9999 @pal9999]

AIバブルがバブルでないなら、今後、起きないといけない事があって、それはAIがデフレ圧力を生み出すって所。

そうすれば金利が下がる。

本当に金利下がるの？アメリカの労働市場が妙に強いままだぞ。

[How To AI @HowToAI_]

ByteDance has published a paper that should make every NVIDIA investor sweat.

They trained an AI that writes CUDA better than humans experts.

They call it CUDA Agent.

And it completely rewrites the economics of AI hardware.

They built a massive agentic reinforcement learning loop. The AI writes a kernel, compiles it, profiles the hardware, analyzes the bottlenecks, and rewrites the code until it's flawless.

It learned how to optimize memory access patterns and hardware tiling strategies that traditional compilers miss.

The results are staggering.

On the industry-standard KernelBench, CUDA Agent completely destroyed traditional compilers.

It delivered code that runs up to 3.2x faster than PyTorch's native execution.

On the hardest, most complex models, it beat the strongest proprietary models in the world—including Claude Opus 4.5 and Gemini 3 Pro, by 40%.

It didn't just match human experts. It started discovering optimizations that static compilers literally cannot see.

Here is why this is a massive threat to NVIDIA.

NVIDIA's dominance relies on the fact that CUDA is incredibly hard to master. Developers get locked in because optimizing code for other chips is too painful.

But if an AI agent can autonomously generate hyper-optimized hardware kernels...

You don't need a team of $500k a year CUDA engineers to build world-class infrastructure.

And if an AI can autonomously master CUDA, it can master AMD's ROCm. Or custom silicon.

The impenetrable software wall protecting NVIDIA's monopoly just got breached by a reinforcement learning loop.

If anyone can automatically squeeze maximum performance out of any chip...

Hardware becomes a commodity.

[Ash Crypto @AshCrypto]

🚨MASSIVE DUMP:

$420,000,000,000 wiped out from the US stock market in just 18 MINUTES.

[米国市場これ読んどけメモ @Market_Letter_]

高市さんが「投機的取引を含む⁠実需に基づかない取引が、為替相場‌に大⁠きな影響を与えるようにな​ってきている」との認識を示したようだが、待ってくれよ。あなたが始めた物語じゃないか。

[pal9999 @pal9999]

AIはホワイトカラーの職を奪うからデフレ的といいながら、この労働市場の強さは一体・・・

[The Kobeissi Letter @KobeissiLetter]

What if AI is actually creating more jobs than it is replacing?

The latest JOLTs data showed that US job openings surged by a massive 731,000 jobs in April.

Markets were expecting no change, resulting in the largest beat in JOLTs history.

As a result, available employment hit 7.6 million for the month, the highest since May 2024.

And, job openings in the professional and business services sector surged by a massive 668,000.

The labor market's bull case from AI is underpriced.

[pal9999 @pal9999]

ホンダ・・・

[ちゃわんご @chawan_wabita]

ホンダまさかのそっち方向で+10%

[pal9999 @pal9999]

おっと動いたか

[日本経済新聞 電子版（日経電子版） @nikkei]

米バークシャー、Alphabet株など巨額投資続々　動く「現金の山」
https://t.co/VCoNQLex9T

[pal9999 @pal9999]

しかし原油は思っていたよりずっと持ちこたえられてるな。

[pal9999 @pal9999]

利益は民営化、損失は社会化、ね。

金融工学とか偉そうな言葉がついてるが、やってることはコレなんだよね。

[Richard @ricwe123]

What most people already understand, even without the economic terminology, is that firms like BlackRock operate less like investors and more like modern feudal landlords.

They buy essential infrastructure,water networks, ports, energy grids, data centres, and other public necessities, often using vast amounts of borrowed money and paying prices that ordinary market participants cannot match.
Once the acquisition is complete, the debt is pushed onto the acquired company itself.

The result is simple: the public pays.

Consumers repay that debt through higher water bills, rising energy prices, increased fees, and declining service quality.
The infrastructure becomes a cash-extraction machine.
Profits flow upward to shareholders and executives, while the financial burden flows downward to households.

When the model inevitably breaks down, the consequences are socialised. Communities are left with crumbling infrastructure, polluted rivers, and failing services.
Thames Water's £14 billion debt mountain and repeated sewage scandals are a stark example of what happens when financial engineering takes precedence over public stewardship.

The executives who loaded the company with debt have already collected their bonuses.
The investors have already taken their returns.
And when the system finally reaches breaking point, taxpayers are expected to pick up the bill.

Privatise the gains.
Socialise the losses.
That is the business model.

[pal9999 @pal9999]

二輪の高速道路通行料金はただで良くない？

[K.Fujishima @kazfujishima]

なんか貼れと言われた気がして。
国交省資料より抜粋。
https://t.co/DT7aFIt0MO

[pal9999 @pal9999]

借金して半導体作って、半導体担保にして金借りて借金返して、次は株式発行して集めた金で半導体作るのか

[Masa @Masa_Aug2020]

株価が最高値近辺で推移するメリットを使わない手はない。今後、他のハイパースケーラーも巨額のAIインフラ投資を賄う手段として、デットファイナンスに加えてエクイティファイナンスを検討する可能性は否定できない。

[pal9999 @pal9999]

核戦争と第三次世界大戦でなく今年の夏の暑さで日本は滅びそう

五月で30度越えは亡国レベルだろ

[pal9999 @pal9999]

AIについてはバブルとか色々言ってるけどさー。一応、AIの市場は明確にあるねん。

AIは知識労働者を代替え可能として、世界の知識労働者は約10億人、年間報酬総額35-50兆ドル。

このうちAIが20％程度でも代替出来れば（言い換えると企業の人件費削減に貢献すれば）、AIへの莫大な投資は正当化可能だ。

問題はOpenAI自身の2030年売上見通しが390億ドルだって事。この見通しだとここまでの投資額を正当化できない。

市場はある。

でも2030年までに現在の投資額を回収できる見込みはこれまでの所はない。

[pal9999 @pal9999]

今のロシア経済見てればわかるよね

戦争開始から２年目くらいまでは景気が良かった。３年目くらいから失速し4年目はご覧の有様さ。

[tombo @Yama_to_Sima]

ナチも軍国日本も、軍事投資で一見景気がよくなり世界恐慌を脱したかのように見えたのです。しかし軍事投資は再生産を生まない死んだ投資ですから、結局行き詰まる。行き着く先は一つしかありませんでした。

[pal9999 @pal9999]

本日最大の収穫：冨安が９０分プレー可能