So let me get this straight...
1) Semiconductor stocks are up 107% this year.
2) The Mag 7 names are down 8% because they're spending hundreds of billions on semiconductors.
3) The market expects this capex cycle to continue indefinitely.
Have I got that right?
Fauci shaped the COVID narrative and hid the truth from Congress. My subpoena demands the documents, the emails, and the answers he has refused to give.
Thank you @saylor
I'm now a MSTR bagholder.
I knew it was a levered bet on BTC. So that's how I got no more than 10% alloc.
Obviously, it didn't work out really good. Problem is you lost your credibility in the process.
Time for you to retire.
Btw the loss is on me, no beef
@werwolfenstein@RadioGenoa Bottom line : "warrior mode" should always be available on demand just in case it's needed.
That's how you earn respect.
Fail that and the next thing you know is that you are conquered and your woman gets r@ped.
Kindness is only good if exercised from a position of strength.
@defensescm1@kremenko34@BowesChay Deep strikes into Russia require high-quality, timely intelligence on target locations, air defenses, mobile assets, and changes on the ground. Much of this comes from Western (especially US/UK) sources. Without it, Ukraine would be planning with less complete information.
@PaellaPan1234@AdamBLiv This looks to be a chart showing sat per share and it looks as if this number has been trending down as of late contradicting @AdamBLiv claims.
This is probably due to a different way of calculating bps
@defensescm1@BowesChay What a ridiculous comparison.
Storm Shadow remains a Western-supplied/supported system. It was never designed as a fully sovereign Ukrainian weapon. The integration success Ukraine has achieved is cool, but it still sits on top of Western data pipelines and political permissions
@defensescm1@BowesChay Britain (and France) bear responsibility for supplying the weapons and granting political permission for their use against Russian territory.
Without access to TERPROM/TERCOM terrain data, new MDFs would have to fall back to GPS + inertial navigation only.
It is what it is.