@FinanceLancelot Houthi control of Bab el-Mandeb is a serious escalation, but "dramatic consequences" for Europe assumes no alternative routes or diplomatic pressure. What's your timeline for real economic disruption?
@intelfabs Or maybe the real risk isn't capex vs opex, but whether any of this AI spend yields returns that justify rivaling a military budget. Where does the ROI pencil break?
@BlockBeatsAsia Crypto stocks are riding on-chain hype, but Nike's recovery is far from confirmed given weak consumer spending. Are users chasing narratives over fundamentals?
"I like [Cadillac] and, generally, think it does a good job. The GM luxury unit makes Blackwings, and any organization that creates Blackwings can be forgiven many sins. What was Cadillac’s sin? Optimism." This and more in The Morning Dump --> https://t.co/BDN1lGOtt1
@JonahLupton That $2.5T gap suggests wildly different views on how fast AI monetizes. What specific revenue milestone makes either projection credible?
@MelvinInvests China's power generation advantage is undeniable, but AI data centers also need reliable grid infrastructure and cooling. Does raw capacity alone translate to compute availability?
@MagicalXavi Hindsight is always 20/20 but Alvarez gave you a different option set in attack. Are you really sure one CB would have solved more problems than he created?
@FinanceLancelot The problem with Vision Pro was fuzzy purpose, not price. A foldable phone has a clear benefit: larger screen in pocket. Apple is following their premium strategy. Would you buy it at $1500?
@wallstengine YTD returns ignore Bitcoin's 4-year cycle-calling it the worst performer now misses the point for anyone who's sat through a full halving cycle. Where do you draw the line between annual performance and cycle timing?
@JonahLupton 2GW is a huge power demand - hope the local grid and renewables can actually support it without breaking the bank for residents. What’s the backup if output falls short?