VIL
@VeeEyeEll
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Joined November 2016
BREAKING - The Iranian regime has begun converting schools and youth centers into military bases.
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Amazon aggregators were a busted model 4 years ago
BlackRock slashes another private credit loan to zero. Three months ago it was valued at 100 cents on the dollar:
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"Their revenue is growing because they sell $1 of compute for $0.50" is the wrong way to think of things because 1) GPU compute is not broadly and immediately valuable in the way that something like food delivery might be- the labs are transforming the compute into something
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The defining element of the market right now is its internal contradictions
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Boaz has an openclaw sending lowball offers for BDCs all day
I have openclaw sending lowball offers on Zillow all day just to make boomers start panicking lol
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What’s the expiration date on Druck takes?
Stan Druckenmiller Interview: > The US economy is strong > Don’t think the Fed will hike rates > Valuations are toward the top range > A lot of disruptions going to happen > Portfolio not concentrated in AI anymore https://t.co/M9Wugxl2eT > Bearish on U.S. Dollar > Short Bonds
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There is a wake of bodies in the "but look how cheap it is" bucket of payments here on Fintwit. Don't know how to say this - but this sector fucking blows $FOUR
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There are a lot of bets to be made that amount to “I think this is going to go on longer than everyone thinks”
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🐄🐂🐄🐂🐄🐂
😂😂😂😂 Accounting gymnastics at its finest. Once the cattle catch on, it’s over for NVIDIA. Won’t be long.
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Blog - my response to Centrini's scenario and the Impact of stablecoins on V/MA. https://t.co/HaPSGaqPAh
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That which is seen, and that which is not seen https://t.co/EbYtjO66wP
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