brume capital
@sslickith
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finance student interested in venture capital, long term growth and gambling. my opinions only, NFA.
None, Piemonte
Joined February 2025
damn near everybody be flying this time of year and every single one of them has had a story about air traffic controllers we won’t let this persist, trump will get one too many calls from a rich fella with a jet circling an airport
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everybody squawking abt a crash say hello to the EOY high beta bull run
⚠️Market liquidity STRESS is surging: The SOFR-IORB spread SPIKED to 32 basis points, the highest since the 2020 CRISIS. A positive spread means banks are paying above the Fed’s floor rate to borrow cash, signaling aggressive borrowing and tightening liquidity. QE coming?
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honestly, when we have patches of earth that begin to look like this from data center build out what companies do you think will be benefiting?
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X premium going up faster than the S&P
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@iamgingertrash I think more about energy and factory base tbh Chips are stuff that fill the infrastructure, can be GPUs or whatever else - governments job is to support the enabling infra, they don’t need to own any chips etc
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checks for satire none to be found
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"Third, “Why do you need to spend so much now, instead of growing more slowly?”. We are trying to build the infrastructure for a future economy powered by AI, and given everything we see on the horizon in our research program, this is the time to invest..."
I would like to clarify a few things. First, the obvious one: we do not have or want government guarantees for OpenAI datacenters. We believe that governments should not pick winners or losers, and that taxpayers should not bail out companies that make bad business decisions or
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take yo peanuts and leave fam
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thank you @jay2p for putting me on $XPEV with the yt vid a couple weeks back
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The two biggest narratives about AI right now are that (1) it’s a massive bubble (i.e. totally fake) and (2) about to give rise to superintelligence (i.e. totally real). Both narratives can be fake (which is what I believe) but it’s very unlikely that both can be true.
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algos run the market, why try to fight it? these are 4 completely separate industries/sectors/investments all with the same move today just embrace the roller coaster, add on the dips and sell the rips
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took one look at the market and decided a walk would be more suitable
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it felt way cooler to vote on musks pay package as a $tsla shareholder than it did for prezi as a citizen
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