At this point if you are not long the AI megabubble you are just plain stupid.

Sitting around and doing nothing is underrated.

All of us

Finally people coming to their senses on AI circular deals https://t.co/4J3pNSr5GW

In new AI accounting rules, what matters is how much you spend, not how much you bring in 😄

IPO stands for “Insiders’ Payday Opportunity.” At least in fintech.

15 years ago, I bought 350oz of silver bars at $42.80/oz (an all time high) because I convinced myself the financial system was going to collapse Everyone laughed at me. My mom was worried, as it was a significant chunk of my net worth at the time... But I've held every ounce

"Money saved is money earned" has been destroyed by inflation believers, because sitting there the money is losing value, hurry up invest it. They say "money invested is money earned", but saving alone is awful. Dumb theory of inflation destroying a 5000 year old adage.

How irrelevant news is published to get clicks. Pick and choose the data points to prove what you want to prove 😀

What is best pricing strategy to make and keep long term customers? The answer is one, and only one: GIVE LOWEST PRICE TO CUSTOMER, KEEP MARGINS THE LOWEST. The entire MBA types have missed this SIMPLE THING. Look at grok blah blah: https://t.co/zAAppNnmlw

I am getting AI and AGI fatigue now. We need new techie buzzwords to excite silicon valley.

Only 55 of the Nasdaq 100 stocks are above their 100MA as of Sep. 29. Caveat: A divergence is a "condition", not a "signal".

The circle to dotcom is now complete. Behold contortional gems to make the case that GPUs are not consistently depreciating assets and therefore futures won’t drain lower over time. And for those old enough to get the joke, a history reminder: Enron entered the broadband

Central Bank propaganda has worked so well that people actually believe that a tiny internal interest rate in the banking system can create jobs or joblessness. Next up central banks will claim they can control temperature of the sun.

Random correlations in the stock market, stop making sense out of these

Implies within a country is nice and uniform, which it is not. Made up junk data everywhere.

Comparisons to Dotcom bubble are ridiculous. The Nasdaq 100 went up 85% in 1998 and 101% in 1999. Save this tweet.

LLMs fib, or contradict themselves. Netflix (NFLX) did not appear in the top 10 best-performing S&P 500 stocks by 10-year CAGR (2014–2024) because its CAGR of 27.5% was outperformed by the stocks listed, had CAGRs from 70.2% (NVIDIA) to 20.8% (ResMed). https://t.co/l3WpSIUb2I

Ever variable inflation is averaged out to talk about inflation at country level. Noone reports the standard deviation, which is order of magnitude of mean. A joke on statistics.

My investing journey can be split into before and after reading this passage. Few things changed my behavior for the better like it has.