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@binaryprinciple
Trillionaire philantropist Comprehensive generalist
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🚨 BREAKING: Trump just IGNORED Canada's Carney at the ASEAN Summit while close to securing a MASSIVE China trade deal instead! Susan Kokinda exposes how Britain's using Canada as a Trojan Horse to sabotage Trump's sovereignty revolution.
I'm once again asking you to stop comparing today's PE multiples against the dot com bubble Why? Earnings quality is absolute shit because of trillions of dollars in rountripping fuggazi AI revenue Look at the free cash flow, which cuts through the noise of non-cash vendor…
Great comparison of valuation of the largest companies today vs. previous bubbles
Look at the top comments too lmao
Dimon is not stupid. He is helping keep the bubble alive likely at the behest of Trump and to unload as much pe and pc stakes as he can before it comes crashing down. He was probably told explicitly that he will be made whole via bailouts if he helps inflate until the midterms.
JPM: "Oracle's debt to equity ratio is already 500% compared to 50% for Amazon, 30% for Microsoft and even less at Meta and Google. In other words, the tech capital cycle may be about to change" (Cembalest, Sept 24) Also JPM: "Hi Oracle, here is $38 Billion in debt"
Just offloaded some data center construction debt to a schoolteacher’s 401k.
Do NOT install any agentic browsers like OpenAI Atlas that just launched. Prompt injection attacks (malicious hidden prompts on websites) can easily hijack your computer, all your files and even log into your brokerage or banking using your credentials. Don’t be a guinea pig.
The security vulnerability we found in Perplexity’s Comet browser this summer is not an isolated issue. Indirect prompt injections are a systemic problem facing Comet and other AI-powered browsers. Today we’re publishing details on more security vulnerabilities we uncovered.
Are #Trump & #Putin working together against the globalists? 🤔 Why is the price of gold and silver rising? @sjkokinda, @NakedHedgie & @TFL1728 break down the psyops, the financial warfare & the fall of empire. A must-watch if you want to know what’s really happening.…
The last few months have been devastating for LLM dreams: • Apple reasoning paper and the ASU mirage paper and many others confirmed that LLMs still can’t solve distribution shift. • GPT-5 came late and fell short. • Turing Award winner Rich Sutton thanked me for my…
At first, I thought GPT-5 had cracked those math problems on its own. Turns out (as Demis pointed out) GPT-5 just looked up the answers via web search. We really need better peer review for these “AI discovers science/math” claims.
“First slowly, and then all at once, dreams of LLMs bringing us to the cusp of AGI have fallen apart. The last few months have been devastating” 👇🏼
So much wisdom on this app for anyone wise enough to recognize it
In 1897, the media was running reports that Mark Twain was dead and when a 'NY Journal' reporter contacted the great author to inquire whether he was on his deathbed or already in fact dead, Twain replied with the following written, often misquoted, reply to the inquiry: “Mark…
This highlights the remarkable achievements of mankind in the 21st century.
OnlyFans is the most revenue-efficient company in the world 🚨 $NVDA needs to step it up 😂
Not sure what this was, but i fear this will happen a lot :D
Ding dong! ⏰ Here's your reminder, @binaryprinciple. 💡 Powered by 𝗞𝗮𝗹𝘀𝗵𝗶 — trade on real-world events like elections, sports & markets. Checkout more ⬇️ kalshi.com
Narrator next year: "it was, in fact, not continuation- rather, distribution. Jim was, in fact, talking his book which was, indeed, about to take heavy losses" @RemindMe_OfThis in 2027
The bond market is approaching an important point in the wedge pattern. Will it hold again? Standard technical analysis suggests wedge patterns are "continuation" patterns ... a pause in the larger trend. In this case, a pause in the larger yield uptrend that began in 2020.
This. Precisely this
Hey let me just set the record clear to all the talking heads and residual risk biased cheerleaders. Tariffs are a tax. This is the largest tax increase on a global scale that almost anyone alive has ever seen. If you fell prey to anyone trying to sell you that this was…
Keep buying the dip. It will end well. I promise /s
Just because it was right to be 24mths behind, 24mths ago (in a trending market) doesn’t mean it’s right today. The truth is markets aren’t driven by earnings - the volatility is in multiples, and flows drive those. Leverage is behind the market, plugging cashflow gaps across…
Crypto is… Desperate gamblers chasing their first bag. Investors funding the buildout of the global casino. Bankers hypnotizing the masses to collect their vig. …all meaningless and ephemeral without the cypherpunks, who defend the dream of encrypted and unstoppable cash.
I think he just inadvertently revealed the existence of plans for the continuation of israel iran war.
NOW - Trump says the entire Middle East will be rebuilt, "It's not only Gaza, it's going to be the entire Middle East."
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