@OwnedByToronto he was asked to be the primary scorer for large stretches when BI was hurt. He’s better as a slasher and third option. His 3 pt shot got better too. With Kawai there, he will compliment nicely.
Canada can become a $10T economy in 5-10 years.
Here's how:
(Like & share please)
💰AI Data Centers generate ~$12B per GW.
⚡️To get $10T, you need 1,000GW of electricity
The world is racing to 1TW of compute, including Elon. So yes, 1TW is legit AI demand. /1 🧵
In the last 4 weeks: Gold ($GLD): -14.3% Miners ($GDX): -25.9% $NEM: -23% $WPM: -18% ~95% of stocks in $GDX are now in a bear market, the highest since April 2023. Gold is still up 46% over the past year. The miners are a lot of the gains back.
@MikesMajorTakes@OwnedByToronto He was getting decent minutes and fell out of the rotation. His shooting needs to be on point, when he gets the calling
A sizable portion of alpha that we have generated at @KobeissiLetter since January 2025 has come from systematic pattern recognition.
This is why our "Tariff Playbook" and "Conflict Playbook" have delivered solid returns for many.
We continue to update our models accordingly.