How can you look at financial markets and not think it’s the greatest game of poker ever
Google leaning into spending more at any cost and the market hates it. I suspect that these guys feel trapped and the humiliation ritual where they destroy shareholder value will continue for another quarter.
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"Look.
OpenAI intends to burn over $852 billion by the end of 2030. It accounts for $748 billion of the remaining performance obligations of Microsoft, Amazon, and Oracle, on top of at least another $70 billion of RPOs across Cerebras, CoreWeave, Nebius, IREN, Lambda, and Nscale (per Kakashii), and plans to spend indeterminate billions’-worth of Broadcom “Jalapeno” chips. It intends to spend $50 billion or more on compute this year, which I estimate is more than 50% of all global AI compute spend (with OpenAI taking up 50%+ of all AI compute infrastructure)."
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Take a bitch to south of france then push up at the waffle house
We’re back to markets talk after this short intermission.
Love and miss you all and we’re going to crush the rest of this year.
Spoke with someone who had just made $1,000,000 very quickly, was in LTCG and felt like it wasn’t enough.
I then asked if they thought they could beat 30% CAGR every year, and what they thought that number would be after 30 years.
They said somewhere in the millions.
It’s 1,833,996,950.55.
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Imagine building a small fire.
Initially you just need the spark, light the kindling and fight to protect the flame.
Gradually, the flame will start to grow on its own, now it’s your job to go out and acquire more wood to feed it.
Eventually the flame will get so large it will consume everything around it.
This is what investing is.
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Good decisions compound in trading.
> Make money on a trade
> Feel more comfortable holding additional risk
> Able to size up next trade with more confidence
> Have excess cash to hedge book and not worry about taking losses there
Winning leads to more winning
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Yes we’re a delta neutral market raping firm,
I’ll drink Ansem’s nut on stream if his coin reaches 1 billion MC
The memecoin boys took their talents to the stock market at the blow off top of a 20 year bull market
Uhh Memory bros?… I don’t feel so good…
Crypto twitter try not to get bullish on commodities at the top challenge [IMPOSSIBLE]
The entire market hinges on a 24 year olds 13F
Bitcoin trading great while equities sliding (noticing)
Crypto twitter will look at this chart and with a completely straight face tell you to all in long and that the memory cycle has just started
What’s the most hated crypto asset?
Crypto twitter try not to get bullish on commodities at the top challenge [IMPOSSIBLE]
