Oh

I think I have reached my post limit on this particular subject. But my analogy is totally valid and will be vindicated in due time. Good day.

2014 was actually nuts. A bunch of sketchy cyber security stocks like “FireEye” got hammered along with Amazon and the big guys. Remember it well.

Ok so it’s early 2021, got it

Ok I’ll bite, outside of a shitco short squeeze, of which there were many in 2021, what’s so special about this?

A lot of other stuff is though, esp in Korea

It’s late 2021

The game is basically just “are Wall Street analysts too conservative/optimistic bc of herding.”

The way this works with housing and non AI cyclicals is the stocks go up, then analysts start to mark up their earnings. So yeah a lot of names are “premature” according to estimates, that’s how it always works.

Sounds like you haven’t been involved in the space for very long. You’ll find out the hard way. I had to fight tooth and nail to keep LRCX as a position.

Like I’ve said these have been my best stocks for years, just think the risks are too high at these valuations. Day to day movements mean not nothing, but not all that much to me.

“$100 don’t even buy me a bottle of wine” -Jimmy Butler
-the @quantian.bsky.social account

It is actually

Thank you for straightening out the dhauge account on this

cc @zatapatique.bsky.social

a man with a mustache and long hair is saying kay ALT: a man with a mustache and long hair is saying kay

I’m listening to Marco Argenti on Odd Lots and every couple of minutes he hits you with the “ok?” And I just keep thinking

Congrats man!

The $400 Million Machine That Spawned the World’s Most Coveted Lego Set ASML makes the indispensable tools that produce semiconductors. But what everyone really wants is the plastic version built by one of its engineers.

I am seriously considering sending Tim Archer at Lam an email to see if he’ll make an Altus Halo version of this www.wsj.com/lifestyle/as...

Yeah I need this

This is apparently what AI thinks a cruise ship run by Horatio Nelson would look like

a child with blue eyes says for he is the kwisatz haderach ALT: a child with blue eyes says for he is the kwisatz haderach

I am happy to report my oldest son not only learned to bike with no training wheels immediately, but connected with one of his first baseball swings.

My setup is

Hand grinder
Goose neck
HARIO V60

But so many mornings at 6 am I don’t want to grind beans. But burrs are so much better than electric.

I had a nice chat with Liam Kazar last night. Talented fella. Hope he blows up soon.

We’re going to get real life validation of the Tendency of the Rate of Profit to Fall

The bulls can say “demand is sky high!”, but bears can say “end users aren’t seeing a return on AI spend and the savings are negligible/non-existent”.

think it’s fair to say that there are still some details that may need to be ironed out

THEY MIGHT NOT HAVE AMARO NONINO, THIS IS A PROBLEM

🚨POTENTIAL FIRST PAPER PLANE OF THE YEAR INCOMING🚨

A potential AI Catch-22 is that in order for Anthropic/OAI to achieve profits sufficient to satisfy their valuations, prices need to go up massively, at which point users fall and the “we will replace 10% of labor” argument is bunk.