MaximumLeverage

[MaximumLeverage @thareelgambit]

@DrEliDavid @grok is this true?

[MaximumLeverage @thareelgambit]

@ColdLogicHQ @KobeissiLetter Inflation is the point, it's how the US inflated away all their debt post WW2

[MaximumLeverage @thareelgambit]

@RohdeC94470 @KobeissiLetter Lol, @RohdeC94470 do you know why rates go up or down? Let's start there

[MaximumLeverage @thareelgambit]

@NebHuskies @DeItaone No... Because Chinese cars are massively subsidized by their government

[MaximumLeverage @thareelgambit]

@DeItaone To who?

[MaximumLeverage @thareelgambit]

@DeItaone Oh yeah? And how well did this go for you last time?

[MaximumLeverage @thareelgambit]

@KobeissiLetter

[MaximumLeverage @thareelgambit]

We are so back

[MaximumLeverage @thareelgambit]

@SShepherd22112 @JDVance @grok which genetic group has the most nobel prizes

[MaximumLeverage @thareelgambit]

@TradingSap @FabianGerold @theaiportfolios It used to be cyclical, but HBM is structurally less commoditized each generation (HBM3E → HBM4 → custom HBM4E). There has been a structural change to the industry which the bears just can't see.

[MaximumLeverage @thareelgambit]

@KobeissiLetter How many times are you gonna post this lol

[MaximumLeverage @thareelgambit]

For anyone who is worried that hyperscaler AI capex will slow down any time soon

[MaximumLeverage @thareelgambit]

@smokeupshaggy @DeItaone What? Where have you been, that hasn't mattered the past 20 years

[MaximumLeverage @thareelgambit]

@KobeissiLetter Paid partnership lol

[MaximumLeverage @thareelgambit]

@KobeissiLetter Make up your mind. Didn't we just crash last week because it was showing strength 😂

[MaximumLeverage @thareelgambit]

@Blockhunta @KobeissiLetter 🧠

[MaximumLeverage @thareelgambit]

@Blockhunta @KobeissiLetter Market is closed brah, there is no dip, gap up on Tuesday. If you weren't already positioned on Friday you're cooked.

[MaximumLeverage @thareelgambit]

@DeItaone Stop parroting this fake Axios shit

[MaximumLeverage @thareelgambit]

@longwashere Three problems: (1) Alice v. CLS Bank gutted software patents in 2014. (2) The actual AI suits are copyright, not patent. None has stopped training. (3) MSFT owns half of OAI, GOOG owns DeepMind. Who exactly sues whom? SaaS re-rates on seat growth + agent pricing, not lawsuits.

[MaximumLeverage @thareelgambit]

@DeItaone Wut? Are we looking at the same markets? Propaganda is insane bro