Ken Bauso, CFA, CFP
@FibonacciCFA
"If you think you understand complex adaptive systems, then you don't understand complex adaptive systems." - Richard Feynman (probably) Not investment advice.
قد يعجبك
Economist Steve Hanke says that of the $360 billion sent to Ukraine, $54 to $108 billion (15-30%) was lost to corruption!
It’s Official Ongoing Silver futures buy-orders were canceled during the 10 hour halt.
Gold and Silver Production. See a pattern?
“The global #silver market faces a fresh risk after Chinese stockpiles sank to the lowest in a decade, with a huge volume recently shipped to London to ease a squeeze that drove prices to a record” 🚨 Bloomberg 🚨
PR nightmare. $NVDA
Good evening. Interest expense on US debt is now on an annual run rate of over $1.2 trillion. Have a great night.
"The war is not meant to be won, it is meant to be continuous." - George Orwell
Palantir is down -25% since Michael Burry opened a $1B short
Update: It's been 17 days since Michael Burry publicly went bearish on Palantir $PLTR It's down -25% since
$PLTR CEO Alex Karp two weeks ago on Palantir shorts: “They’re in the business of being skeptical and being wrong and we’re in the business of giving an unfair advantage to American workers, American war fighters, and our investors” Today: Karp sells 585,000 shares worth $96…
Michael Burry seeing Palantir CEO Alex Karp just sold more shares $PLTR @michaeljburry
$PLTR Co-founder and CEO Alex Karp filed to sell 585,000 shares for $95,931,810 ($163.99/share): sec.gov/Archives/edgar…
🚨 ALGEBRIS INVESTMENT’S DAVIDE SERRA WARNS OF A SIGNIFICANT CORRECTION IN BIG TECH / AI STOCKS; RECOMMENDS BUYING #GOLD 🚨 (At a forum with Michael Bloomberg and a bunch of private credit and other fund managers)
Yes this is true. In my understanding, Alphabet has been using its own TPUs to train its LLMs since the beginning. What's new here to the market is NOT that $GOOGL uses TPUs... but that Gemini 3 is so powerful and good
Alphabet: "Gemini 3 Pro was trained using Google’s Tensor Processing Units (TPUs)" $GOOG $GOOGL
*US PLANS TO BUY AND OWN AS MANY AS 10 NUCLEAR REACTORS: DOE
BOOM *CONSTELLATION GETS $1B US LOAN TO REOPEN THREE MILE ISLAND
Testing reveals speed, not depth. Real life is about depth. RIP Jim Simons
“I wasn’t the fastest guy in the world. I wouldn’t have done well in an Olympiad or a math contest. But I like to ponder. And pondering things, just sort of thinking about it and thinking about it, turns out to be a pretty good approach.’ – Jim Simons
Dave: "Masa Son, welcome to the show. What's going on?" Masa: "Dave, I sold my entire NVIDIA position." Dave: "How much?" Masa: "All 32.1 million shares. $5.8 billion." Dave: "And why did you do that?" Masa: "To go all-in on AI." Dave: "You sold your NVIDIA stock... to…
Trump Admin To Lend "Hundreds Of Billions" To Build Nuclear Power Plants zerohedge.com/markets/trump-…
Sam Altman's recent interview totally reminds me of the Enron earnings call right before they collapsed on December 2, 2001.
Sam Altman is asking the Trump administration for an OpenAI government bailout.
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