Andrew B

Opinions are my own.

[Andrew B @thebirdabides]

@HandsomeBear there is plenty of red. you just need to look in the right places: $SOXS, $SPXS, etc

[Andrew B @thebirdabides]

@stonkstradamus then farm it. sell-to-open

[Andrew B @thebirdabides]

@jbulltard1 because like 60% of it is iran related perhaps?

[Andrew B @thebirdabides]

@PatrickMoorhead This is a.k.a. Mythos.

[Andrew B @thebirdabides]

@PattDayTraders @CheddarFlow They did. These were buy-to-close. You can see the bid-side volume earlier this year.

[Andrew B @thebirdabides]

@HandsomeBear 7600+ by June end

[Andrew B @thebirdabides]

@pdunne209 @catturd2 But its on Trump's app

[Andrew B @thebirdabides]

@marklevinshow https://t.co/Z0zHmhmQle

[Faytuks Network @FaytuksNetwork]

Trump tells Axios he will call Netanyahu now and tell him not to attack Iran in response

[Andrew B @thebirdabides]

@ray04144 @catturd2 Check for yourself using the AI on Trumps website

[Andrew B @thebirdabides]

Great episode. @IrvingSwisher you started to tease a concept: how do we measure household productivity and how does that show up in GDP? I've used AI 10+ times this week to make me more productive in my household. What does that get me? More time? OK, where do I spend that time in a GDP-sensitive way? Is this Becker's allocation of time theory coming back in and interesting way? Many questions.

[Andrew B @thebirdabides]

@DeItaone transitory ?

[Andrew B @thebirdabides]

@bubbleboi @anuragvhu You mean 18A-P? Doesn't ARM need external PDK for that? Thought 18A didn't have one, and 18A-P does but could be misinformed.

[Andrew B @thebirdabides]

@jonatronic5000 @compound248 @WSJ so what was the roic on the first tranche of ai capex (2024 vintage)

[Andrew B @thebirdabides]

@SethLiebert @compound248 @WSJ $BRK bought it twice at these levels: once as seen in their 13F, and again as a part of $GOOGL's dilution.

[Andrew B @thebirdabides]

@jonatronic5000 @compound248 @WSJ Shouldn't we see some of the early 2024 capex start to show up on statements soon-ish? Or rather early Q1 ?

[Andrew B @thebirdabides]

@compound248 @WSJ What happens when you control for mag7-average ROIC though? (if it shows up)

[Andrew B @thebirdabides]

@DeItaone correct. but today is not that day. too many skeptics.

[Andrew B @thebirdabides]

@Chaimeisenberg https://t.co/vilIUtBMaY

[Jukan @jukan05]

Funda AI: "Marvell will design a networking chip for Google. This chip will be manufactured on Intel's 18A (or 18AP), with mass production scheduled to begin by the end of 2027, and it will be paired with the MediaTek-designed Humufish for Google."

$INTC

[Andrew B @thebirdabides]

@MarioNawfal using a plane in soccer is neither practical nor fair tho