Al Johnson

Pathological early adopter and believer in technology for human growth & progress #ai #digital. Passionate about innovation, financial markets, music & cycling.

[Al Johnson @soupercomputer]

@AndreasSteno Harsh- but true

[Al Johnson @soupercomputer]

@AndreasSteno PEs for a Semis vs typical tech stocks with expo growth are actually still quite low, room to run yet.

[Al Johnson @soupercomputer]

@AndreasSteno Almost certainly too cheap, it's still very early

[Al Johnson @soupercomputer]

@AndreasSteno I wasn't saying they had just spit balling lol

[Al Johnson @soupercomputer]

@AndreasSteno Does that even count as a red day, it dipped, got a nosebleed and ran back up again

[Al Johnson @soupercomputer]

@AndreasSteno Right! How does increasing rates help open a shipping channel and stop a war!? I guess the theory is it lowers demand thereby reducing consumption and holding down inflation. But that is like slitting your own wrists to decrease high blood pressure.

[Al Johnson @soupercomputer]

@AndreasSteno Is it also coherent to call AI a bubble, and sell software names because AI is eating them?? Makes no sense, CIOs are clueless on AI and software. For the rest of us this is a generational investment opportunity!

[Al Johnson @soupercomputer]

@RaoulGMI Polymarket odds of a shutdown deal closing spiking upwards for within the next 10 days or so

[Al Johnson @soupercomputer]

@ProfBrianCox Amen to that

[Al Johnson @soupercomputer]

@APompliano though BRR might be a bad comparator for the opposite reason to the USD in that it is rapidly appreciating due to scarcity and demand and we're still early. Therefore its not a neutral baseline against which to measure, Gold might be better for that for now.

[Al Johnson @soupercomputer]

@apralky Which is a tax on all US citizens buying imported goods, including MAGAs. It isn't coming from EU, japan or anywhere else. Carney had it right, dumb policy

[Al Johnson @soupercomputer]

@NorthmanTrader Wasn't that the point?

[Al Johnson @soupercomputer]

@RaoulGMI You need to watch #BlackMirror @charltonbrooker has played all these scenarios out

[Al Johnson @soupercomputer]

@bacchus_dvin i meant salon le mesnil, blanc de blancs 2015?

[Al Johnson @soupercomputer]

@aaronbennett @RaoulGMI Ai Raoul swears a lot less, easy tell to look for

[Al Johnson @soupercomputer]

@biancoresearch BTFD imminent

[Al Johnson @soupercomputer]

@RaoulGMI

[Al Johnson @soupercomputer]

@biancoresearch 🍿