@awakenowzone@PassionAndLuck The stub businesses ( TV, Satellite, Wireless generate 1B-2B CF a year. You may have heard of them: DishTV, Boost Mobile, Hughes wireless...
@munster_gene@tim_cook He turned the most innovative company in the world into IBM. They only survive bc they are allowed to monopolize the market in exchange for letting the intel agencies spy on the world. Congrats Tim!
@ParadisLabs Don't forget $MX a spinoff of SK Hynix. Makes power chips (AI server MOSFET). US govt stopped it from getting acquired by Chinese firm for $29 a few years back. Trading at $9.
@Geiger_Capital At least the Somalis were small timers, the Mormon politicians in Utah supersized the scams and scammed the Data Center projects for hundreds of millions of dollars, but where is the outrage?
@blondesnmoney Maybe we should play the token arbitrage game instead of playing the market? That's a good rate of return for an eleven day holding period.
@ttunguz Do you think this could be a good way to invest in compute, by tokens today and resell in future? What would a non-subsidized price look like? Will there be a price war in the future like gmail-where pricing goes to zero to make money from a connected product?
@ConsensusGurus One of the most hated companies, squeezed SMBs with ridiculous QB charges, squeezed consumers by charging $30 to fill out a 2 page state tax return. Family did state tax using AI this year for free. Now AI is here and surprisingly nobody has any loyalty to $INTU.
@blondesnmoney https://t.co/Dygr0Vwooz It looks like compute prices increasing significantly, the return on capex looks to be improving. I'm just a tourist in the stock.
The explosion of agentic AI and compute shortages are pushing up prices: Average LLM token costs are now $2.12/mil tokens,+12% this week alone and +65% since end of Feb.
@BobEUnlimited That's why they invited the CEOs over, hoping businesses forget that China screwed them over (except maybe Apple) when they tried to access the market the first time in the 2000s. Even if you make money in China, you can't take it out, until that changes the economy will suffer.
@JSpitTrades the whole power theme is exploding (no pun), $on, $WOLF post bankruptcy has been on fire as well. It seems power chips going from glut to scarcity.