Jerry Capital
@JerryCap
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Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Joined August 2015
@Alex_Intel_ @GhostCapitalBoo As I've said a lot on here in the past - the light source is only one of 1000s of problems one needs to make a competitive tool. If there is ever real innovation on a light source it's far easier for ASML to integrate the new tech than someone else do everything else.
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Just offloaded some data center construction debt to a schoolteacher’s 401k.
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$GOOG trading at 1x FCF "did you know advertising is cyclical"
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If you ever tweeted that advertising was cyclical as a bear case for Google
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Chart Crime Number of data centers doesn't tell you anything Canada isn't as data center heavy as China 😆
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Warsh was dropped on his head when he was little. There is no other explanation for talking about the Fed balance sheet in this way.
Kevin Warsh on Fox Business: The Fed can “lower interest rates a lot” to get mortgage rates down. Warsh also says the Fed should shrink its balance sheet to “redeploy that money to Main Street so that Main Street can have the strong economy that we’re seeing in financial
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8d chess
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“If our markets tank, we will cave to China’s demands.”
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People with some cancers live longer after a COVID vaccine $MRVI https://t.co/pIIaLvQlKI
washingtonpost.com
A study found that covid-19 vaccines appeared to awaken the immune system in lung and skin cancer patients, helping them live longer than those not vaccinated.
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MOST RUNS SCORED BY A TEAM IN ONE INNING IN A WORLD SERIES IN 57 YEARS!
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A Harvard study shows that ChatGPT, in terms of cultural attitudes, is closest to Germany and the Netherlands - countries of rationalism, discipline, and trust in institutions.
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wow 2022 was a good time to buy stocks when the FCF yield was *checks notes* more than twice as high 😆
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Kevin Warsh on Fox Business: The Fed can “lower interest rates a lot” to get mortgage rates down. Warsh also says the Fed should shrink its balance sheet to “redeploy that money to Main Street so that Main Street can have the strong economy that we’re seeing in financial
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