Trader Aka

[Spill The Memes @SpillTheMemes]

😂

[Trader Aka @traderaka]

@squatsons Frustrating indeed... I thought Russia lacked the target coordinates for high profile military and for bridges relevant missiles th can destroy soviet era hard concrete...

Perhaps you are right Putin is too cautious, either afraid escalation or simply think time on his side

[Rohan Paul @rohanpaul_ai]

dot-com bubble vs. a possible AI bubble.

From the famous "Dean of Valuation", Professor Aswath Damodaran, of NYU Stern School of Business,

“And that’s the real big difference between the dot-com boom and bust and the AI boom. We don’t know whether there’ll be a bust. History suggests there will be a bust.

The dot-com boom and bust had no huge capital expenditure in that cycle. In fact, there was very little traditional CapEx, or even R&D, driving it. People started apps. They basically started going on it.

This has been the biggest infrastructure run-up I think I’ve ever seen in business. You can go back and compare it to the automobile business 100 years ago. The amount of money that’s being put into AI CapEx is immense, which means that when the correction comes, the pain will be more intense.

And herein lies the second problem. The dot-com boom and bust was almost entirely equity-funded. You think, so what? Well, when the bust came, those shareholders lost 60%, 70%, 80%, or 90% of their money. You felt sorry for them, but the loss was restricted to the shareholders.

The problem with the AI CapEx boom is that not only is it immense, but a big chunk of it is funded with debt, and the debt is coming from private capital rather than banks. There’s a very real chance that if there’s a correction and companies start having problems, that problem is going to show up as distress and default, and that really doesn’t stay restricted. It spills over into the rest of society.

I’m not saying it’s going to be 2008, but 2008 is an example of what happens when lenders overreach, when they lend money at too low a rate, and the correction comes. The pain spills over.

So that is my concern with this big market illusion: the potential societal cost of having to deal with debt coming due that you’re unable to pay. It’s much more painful than your share price dropping 90% and you feeling the pain."

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From "Excess Returns" YouTube channel, (link in comment)

[Nature Unedited @NatureUnedited]

Rabbits show dominance by demanding to be groomed, while cats show dominance by grooming the other.

A perfect relationship

[Trader Aka @traderaka]

@FusionptCapital Globally, government space spending reached $137.4B in 2025, with defense at $73.5B and civil at $63.7B

So good luck increasing global space expenses 10 times and getting all the orders. SpaceX needs it

[Puppies & Positivity @Puppieslover]

POV: When the gossip is more important than our argument

[Trader Aka @traderaka]

@FusionptCapital 1 Share please

[Movie Moments Analyst @Movies_analyst]

This movie got so close to reality that the government shut it down before it could be finished.

On the Silver Globe (1988) is one of the strangest sci-fi films ever made. Directed by Andrzej Żuławski, it follows a colony of astronauts whose descendants gradually transform history into myth and religion.

The film was nearly lost forever when the Polish communist government shut down production in 1976 and ordered much of it destroyed while it was about 80% complete.

Years later, Żuławski recovered enough footage to finish the film. Missing scenes are replaced by his narration over documentary footage of modern Poland, giving the movie an even more surreal and unique quality.

[Patricia Marins @pati_marins64]

A nice song very connected to the moment

https://t.co/H1rG4AvVyL

[Trader Aka @traderaka]

@TheStalwart Easy. When you're on cell data your traffic is routed thru USA. US cell tunnels data thru itself like a VPN. It is the backdoor that China tolerates.

I had the same while in Hong Kong and China. Most US apps dont work on wifi but works on cell data

[Trader Aka @traderaka]

@FusionptCapital

[Nature Unedited @NatureUnedited]

This recently-born antelope in Florida looks like a koala and deer had baby

[Out of Context Human Race @NoContextHumans]

This chef acted like he knew everything

[Trader Aka @traderaka]

@FusionptCapital

[Dweller @One_Way_Home]

It’s like looking through a time capsule into 1923.

We have a unique opportunity to watch these two men demonstrate some of the first roller skates ever invented.

[Mac 🍃 @ihymacc]

my dog thinks he’s Michael Jackson

[vittorio @IterIntellectus]

it’s funny because this is genuinely the best approach

Simply not thinking about stressful situations makes you less stressed

[Oceaiii🐋🐬 @oceaiii]

Look who has joined the swim