
Financelot
@FinanceLancelot • 349,865 subscribers
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Honestly, I feel retarded... I've worked hard, been smart, but now apparently, people like Chamath Palihapitiya have stolen millions of Dollars from complete morons. That's what Chamath Palihapitiya thinks of you... He thinks you're fucking retarded for giving him money... but he gladly takes it.
Financelot544,106 次观看 • 7 天前

A little birdie told me the US is preparing for a full on amphibious & airborne invasion of Qeshm Island, Iran USS Abraham Lincoln, George Bush & Boxer assault group are reportedly ready US strikes specifically targeted coastal surveillance & defense assets along Iran's coast
Financelot675,076 次观看 • 9 天前

"I think people are underestimating the pace at which the Bank of Japan 🇯🇵 is going to end up tightening." Well... the parabolic puts Japan's 10 year yield from 2.75% to 4.0% in the next 45 days, so Adam Posen could be right. Rising yields defend currency depreciation, so if BoJ allows this sharp move to happen then goodbye Yen Carry Trade...😬 There's always a possibility Japan sacrifices their currency even further to Yen 180:1 USD to save U.S. markets though. Either way, this ends in a sovereign debt crisis & stock market crisis. The decision they have to make is if they want both at the same time.
Financelot256,810 次观看 • 4 天前

Holy shit! They changed the rules for Elon again... They waved the profitability rule & are adding SpaceX to indices only 5 days after IPO... normally it's 90 This forces 401k retirement & passive funds to buy SpaceX at elevated IPO pricing, holding the bags the entire way down
Financelot1,943,908 次观看 • 1 个月前

You've got to watch to this! Warren Buffett was interviewed in July 2006 when Berkshire Hathaway was sitting on a record $40 billion in cash. When asked why he wasn't buy anything he said there wasn't anything worth buying. He also warned about private equity making risky investments with other people's money. Today Berkshire Hathaway is sitting on a record cash pile of $400 billion.
Financelot75,414 次观看 • 3 天前

Interesting, FoFty is seeing a collapse in AI GPU rental prices. What does this mean? Data center profitability margins are collapsing too. Lower margins = less cash + no reason to continue ordering Nvidia hardware While he didn't suggest AI demand is falling, I'm willing to bet most companies have figured out by now its usefulness in their business is extremely limited. Also, LLM commodity providers have suddenly realized their customers aren't willing to pay the 10x to 20x reall cost of their service. Until now, they've been absorbing the costs by basically throwing cash into a furnace. That all stops once the private credit stops, hence the rush to IPO before the collapse. Elon Musk's timing to IPO SpaceX $SPCX was perfect.
Financelot641,347 次观看 • 23 天前