@Rory_Johnston I’d be bullish the first month. After that the demand destruction that occurred, market adjustments, and inventory in the ME makes everything asymmetric against you. Your biggest mistake is not understanding how much demand destruction was caused by going from $60 to $100
@adamtaggart Make you a deal. If you give me a list of companies replacing people with AI I’ll give you a list of companies ripe for being shorted. AI is not deployable for an enterprise until guardrails have been built around it.
@ChinaBeigeBook I find it interesting that there are more reports like this in China, where you can receive the death penalty, than we see here in the US. You would think there would be less in a society that has the death penalty … just sayin’
@biancoresearch Struggling here after a few beers but isn’t 44 more than 40%? I’m just a dumb engineer so I’m struggling how 2026-1990 or 2026-2000 is 150!?! I especially like your hashes cancelling out 1929 and 2008. This is a hack click bait post see it as such!!
@Rory_Johnston@ErikSTownsend When you start realizing these “deals” are being coordinated specifically for the IRGC warlords to sabotage then things make more sense. Trump has found his Delcy in Iran. Turning the internet back on so citizens can watch IRGC warlords sabotage peace talks isn’t by accident
@ErikSTownsend You assume the IRGC has time on its side here. Trump doesn’t but the IRGC doesn’t either. The major difference is that the IRGC is fighting for its existence and Trump is not. The Iranian people, Artesh, & Basij will determine this outcome.
@JDunlap1974 Seriously my 10 year old daughter can do this math. The majority of the people responding here don’t even realize this is mathematically garbage and it’s simple multiplication. This is why we have a K shaped economy.
@adamtaggart Well first you could have said that at anytime in the last 80 years but you choose to do so when the trend actually stopped. Also it’s almost like there is a weird inverse correlation with life expectancy and percent of work participation. Who would have thunk?
@LanceRoberts This is very good advice. Also don’t forget to pay attention to the lockup as the IPO date isn’t probably going to be the biggest pain point.
@HedgieMarkets@GlenWilsonIA The real issue with replacing humans with AI isn’t inference cost its enterprise risk. A fully burdened human cost substantially more than an AI even with the elevated costs. The issue is that right now AI doesn’t have sufficient guardrails to allow it to replace people.
@YourAnonNews It’s a slippery slope. These clowns have already demonstrated they can’t keep themselves under control. Before long it’ll be 500M then 100M … if they could actually have some self control it wouldn’t bother me. Of course if they had self control we wouldn’t need this either
@ErikSTownsend While I agree China is aggressively building out nuclear it’s mainly because of their energy insecurity. The US currently doesn’t have that insecurity and hence doesn’t have China’s urgency. That doesn’t mean the US is getting its ass kicked it means the US has more runway
@UrbanKaoboy This is about as accurate a description as I can think of for what LLMs do to code. I’ve been spending hours everyday working with AI to make code and finding identical issues. It would be interesting to have AI tell me how many times I’ve used the fbomb in my projects with it.
@biancoresearch This is a fair take on AI. Except two issues. Enterprises will not let AI “do” anything important without better guardrails (it’s a basket case right now). The dotcom buildout wasn’t demand out stripping capacity it was the exact opposite.