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Markets haven’t priced in the scenario where: Powell leaves New fed chair (trumps whipping boy) gets elected Fed cranks rates down 100 bps Risk assets skyrocket

Translation: slower topline growth but higher margins

Open source is eating the world

I’ve been screaming this for months China will smoke the US in AI They just keep it quiet bc that’s their nature They’re not arrogant pompous asshats like many US tech founders

You can't fight Chinese AI companies. They're just too fracking smart.

I don't think the mass media have ever been so obsessed with a blonde haired white girl since Princess Diana Prove me wrong

What stock first comes to mind when you see this graph

LOL Imagine raising and spending almost $60 billion USD to build AGI Just to leak the fucking weights on an open source repository Someone definitely nabbed this and has the equivalent of Skynet nuclear launch codes sitting on their $1,000 PC right now I'm CRYINGGG OpenAI 🤡

Never KYS

Smartrecruiter UI is fucking GARBAGE What a waste of money Short $SAP

We are selling to willing buyers At the fair market price Ball knowers know

DevOps bros What is the bear case for $GTLB? Other than technicals look ass And it's optically not SUPER cheap Wanna take a swing but there are quite a few other good opps out there atm and worried it could -50% if SaaS gets nuked

$GRND at 18x NTM EV/EBITDA Not exactly high conviction on the gays (from a TAM POV) But growth is growth I guess And it's not super expensive vs history

PE M&A Comps Still in awe that TPG paid so much for $FNOX.... It's a good business but like... why......

Really wanna take a swing at one of these $GRND $GTLB $ALKT $S $CFLT $WK

Hot take but the fact that people willingly pay >30x earnings for ANY company is fucking nuts Bring back the 80s PLEASE

Plz god Nuke $pltr Thx

Why the fuck would Tencent buy fucking Starbucks Zero synergies/overlap Retard take $SBUX $TCEHY