@TheFlowHorse Agree if there wasn’t quantum you have to deal with at some point in that 5-10 yr horizon. So tough to just close ur eyes on this one w that existential risk
@dcinvestor I think dvd stocks not the best way to play it bc it’s these value traps CO’s which are most likely to get displaced by AI. They typically aren’t using the cloud, have legacy systems, don’t have a good data strategy so gunna get worked. Just put a chunk of cash in VTEB/HYG
@saylor What happens when there are no more coins to mine? Fees are super low right now and couldn’t sustain the miners. Then you have talked about BTC shouldn’t move much (like bedrock), so how is this sustainable in the end state? Much respect for you and love your vision, Ty 4 reply
@zerohedge This is so stupid, it’s just Bc they rolled out the estimates to ‘21. It’s your chart (using fy+1 vs rolling 12 months) ... what a joke... like estimates by the whole street changed in a day on stimulus that’s not even been voted on
@AmtrakNEC On 2171, massive delay. What is the cause for this? Tracking over an hour late, paid for the express Acela and a complete waste of money. Do you give discounts? Who should I contact