contrarian_thinkooor

Less trust me bro. More trust minimization.

[contrarian_thinkooor @raphgmi]

@qbikal @RamezJamali Hail the supreme leader!

[contrarian_thinkooor @raphgmi]

@naasvzyl This has to be one of the laziest political takes I’ve ever seen. This is what happens when a pessimist looks at the situation and ignores all the nuance…

[contrarian_thinkooor @raphgmi]

@DonKnot06882038 @BobbyCat42 So cohencidental how 5 companies connected to Cohen in one way or another have ~420m TSO…

[contrarian_thinkooor @raphgmi]

@ftwpurpl Excellent summary! It’s nice to read such a concise piece on this incredibly complicated saga.

[contrarian_thinkooor @raphgmi]

@AjAqrabawi I only speak in guaranteed hypotheticals :)

[contrarian_thinkooor @raphgmi]

@AjAqrabawi 5- Doesn’t matter in the slightest. And I’m not saying Nvidia’s price can't drop, simply that the race to AGI continues full steam ahead. The US will gladly fork over the pentagon’s budget*10 to the AI space. It is that important to national security that they reach AGI first.

[contrarian_thinkooor @raphgmi]

@AjAqrabawi 4- There is no GPU competition. Literally zero. The old paradigm that competition will eventually arrive doesn’t work in an age of increasingly automated AI and chip design research when one company has such an enormous lead on everybody else.

[contrarian_thinkooor @raphgmi]

@AjAqrabawi Nvidia could be so much bigger than the entire stock market - they could be all of society. Money and our concept of ownership would likely have massively shifted or even ceased to exist completely in that case. Fade nvidia at your own risk.

[contrarian_thinkooor @raphgmi]

@AjAqrabawi If I wasn’t balls deep in GME and a couple other very deep value plays, I would actually buy relatively degen leaps on Nvidia. If you believe even the remotest bit in AGI, then NVIDIA is the most important company in the world.

[Dave Lauer @dlauer]

What's the mechanism for creating synthetic borrows or swaps using XRT? Why is XRT on the threshold list for 1700 days? Is Reg SHO working properly? @welbornecon explains it quite succinctly here.

[contrarian_thinkooor @raphgmi]

@MisterNols Seems like it’s simply a new attorney appearance request doc

[contrarian_thinkooor @raphgmi]

@DominosJack The GME board

[contrarian_thinkooor @raphgmi]

@naasvzyl Also hard to resist getting involved for the US gov. Easy chance to destabilize Russia, very little cost for us compared to an all out war, very few us troops on the ground, opportunity to test battle/surveillance against the Russians.

[contrarian_thinkooor @raphgmi]

@naasvzyl Of course none of us want war. But it’s hard to step out when your country is involved and there are forced consprictions and danger to your family/friends living in Ukraine (for the Ukrainian soldiers).

[contrarian_thinkooor @raphgmi]

@PhantomBlack699 salvatore is back! we miss you buddy