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Super secret...

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@DeItaone This is like the 100th time in the past couple of months that Trump says something and the opposite happens. It's crystal clear by now that he is not in charge. So why would anyone deal with him again?

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$ZIM
Sentiment is extremely bullish. Sell. Take profit.

[Marscat @etiennedemarsac]

The crash in cash is here.

BofA’s latest Global Fund Manager Survey shows investors the most bullish in 3.5 years, with cash levels cut to a record-low 3.3% of AUM and risk-on positioning back in force.

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My expectation is that all M&A activity will pause (if there ever was any). The hostile takeover is on pause. It will take weeks/months to unlock the economic value within the company. In the meantime the price would drift.

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$ZIM
Something does not sit right with me about the agreement with the shareholder group (https://t.co/bOMfmCp2kf). This should have been a very positive news, however the price tanked.

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@MarkGroskyEsq @UnderTheBalance @ZeeContrarian1 Or share buyback program.

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@ZeeContrarian1 Imagine the irony. The CEO owns about 1% of $ZIM. If the company gets acquired below fair value, he will also get a fraction of what the shares are worth. Backstabbing does not pay.

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@INArteCarloDoss Intel should be in the OpenAI complex. NVIDIA bought a stake.

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@alma18499 https://t.co/WJ7sGcCMQJ

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@intelnews @9550pro @intel @nvidia This is the top for x86. Downhill from here.

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@kaiostephens @__tinygrad__ Which platform do you use to rent out the hardware?

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@phoronix @tekwendell Buying Intel products in the foreseeable future seems like a bad bet.

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@phoronix @tekwendell @intel @clearlinux "Clearly", Intel is scraping everything to become just a sand baking company. It’s a shame.

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@DeItaone Unprecedented innovation!

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A sustained SPX rally seems unlikely without stimulus, given the economic uncertainty. However, the investors that sold ES yesterday around 5900 are going to get squeezed - perfect timing on the tariff court ban.

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I thought that Trump said to buy. Why are people selling?

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@INArteCarloDoss Maybe $RHM is importing most of their stuff from the US.

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@ZeeContrarian1 Great call. Respect!

[The Spectator Index @spectatorindex]

BREAKING: The Wall Street Journal reports that US intelligence agencies have concluded that Israel is 'considering significant strikes on Iranian nuclear sites this year'

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@alma18499 Oh, in that case you can write the code on your laptop and run the computations on your desktop. This setup it's pretty easy to do. All you need is Linux (https://t.co/kby3Qi0ck9), sshd and git.

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@alma18499 PS: Do not forget, you need a table (100 EUR), chair (100 EUR) and a monitor (500+ EUR) as well. 😉

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@alma18499 However, the performance difference is just night and day. The desktop will last for 5 years more. And if you factor in your waiting time as an expense you will probably notice that the desktop will pay for itself within a year or sooner.