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Is the Cybersecurity crash a permanent shift or just a "Ghost Trade"? Technology and AI stocks are taking a hit, but Steven Cress says the data tells a different story. It's time to separate sentiment from reality. The 2026 Breakdown: - Market Rotation: Fear is driving investors out of...

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11,794 görüntüleme • 5 ay önce •via X (Twitter)

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David Sacks: The Chip Stock Crash is Based on Momentum, NOT Fundamentals David Sacks: “That is the key question here, this correction in the markets, is it driven by fundamentals or is it driven by momentum? I think it's driven by momentum. Meaning that over the past year, you've had this roughly 10x run up in memory chip stocks, and you've seen this overall huge rise in any stock that's related to the AI boom. And I think it was inevitable that you'd see a pullback. I think there was something like a 10% pullback in the Nasdaq from the peak. But when you look at this momentum trade, it was down like 30% or 40%. You look at what happened in South Korea, you look at what happened with Leopold's fund, and obviously there was a lot of leverage behind this momentum trade, so when it corrects, it's going to be brutal. But I think that the question again is, does this reveal anything about the fundamentals? Is the CapEx that's being invested in the AI boom eventually going to deliver ROI, or is this some sort of bubble? I think there will be a return on all of this CapEx, and this is temporary market volatility amplified by leverage.”
1:01

David Sacks: The Chip Stock Crash is Based on Momentum, NOT Fundamentals David Sacks: “That is the key question here, this correction in the markets, is it driven by fundamentals or is it driven by momentum? I think it's driven by momentum. Meaning that over the past year, you've had this roughly 10x run up in memory chip stocks, and you've seen this overall huge rise in any stock that's related to the AI boom. And I think it was inevitable that you'd see a pullback. I think there was something like a 10% pullback in the Nasdaq from the peak. But when you look at this momentum trade, it was down like 30% or 40%. You look at what happened in South Korea, you look at what happened with Leopold's fund, and obviously there was a lot of leverage behind this momentum trade, so when it corrects, it's going to be brutal. But I think that the question again is, does this reveal anything about the fundamentals? Is the CapEx that's being invested in the AI boom eventually going to deliver ROI, or is this some sort of bubble? I think there will be a return on all of this CapEx, and this is temporary market volatility amplified by leverage.”

The All-In Podcast

55,756 görüntüleme • 1 ay önce

Doug Sosnik: "In data centers and AI is the coming together in one place of all the forces that have driven the anger in America: People with money and power are doing what they want to do; other people are paying; the fear of AI and loss of jobs...This is like a freight train."
2:03

Doug Sosnik: "In data centers and AI is the coming together in one place of all the forces that have driven the anger in America: People with money and power are doing what they want to do; other people are paying; the fear of AI and loss of jobs...This is like a freight train."

Bill Kristol

22,720 görüntüleme • 26 gün önce

Bill Ackman on what the AI trading arms race means for regular investors - and his take is the opposite of scary as AI gets faster, he says, investing gets more short-term. a company files a 10-K, the fastest model reads it in seconds and fires a trade. everyone races to react inside a minute. add the "pod shops" running tight stop-losses, and index funds quietly pulling stock off the market. the result: a market with almost no patience. "that presents very good opportunities for probably most of the people in this room." when the crowd dumps a great company on one short-term headline, it gets stupidly cheap - and stays there just long enough for someone with a multi-year view to buy. his real edge isn't a faster model. it's permanent capital - money that can't be yanked in a panic - and a horizon "longer than a minute." ~20-min talk, free. Ackman on why the AI speed race is a gift to patient investors ↓
18:08

Bill Ackman on what the AI trading arms race means for regular investors - and his take is the opposite of scary as AI gets faster, he says, investing gets more short-term. a company files a 10-K, the fastest model reads it in seconds and fires a trade. everyone races to react inside a minute. add the "pod shops" running tight stop-losses, and index funds quietly pulling stock off the market. the result: a market with almost no patience. "that presents very good opportunities for probably most of the people in this room." when the crowd dumps a great company on one short-term headline, it gets stupidly cheap - and stays there just long enough for someone with a multi-year view to buy. his real edge isn't a faster model. it's permanent capital - money that can't be yanked in a panic - and a horizon "longer than a minute." ~20-min talk, free. Ackman on why the AI speed race is a gift to patient investors ↓

0xDipper

408,751 görüntüleme • 2 ay önce

Short: The reality is that actually the labor jobs, they've actually net negative since liberation day. I think this is a huge challenge for Republicans heading into the midterms. The president has a good story about having made America more natural net exporter of energy, but we're not insulated from this. And the reality is that prices are going to continue to go up. This is going to continue to ripple through. And I agree with Ana. It's to say this is a short term pain really sets an expectation for a lot of Americans that if it's not, it's going to create a bigger and bigger problem come November. And so I do think that affordability is one of the primary issues that he was elected on. I think it's becoming a growing and growing challenge for Republicans in the midterms this November.
1:16

Short: The reality is that actually the labor jobs, they've actually net negative since liberation day. I think this is a huge challenge for Republicans heading into the midterms. The president has a good story about having made America more natural net exporter of energy, but we're not insulated from this. And the reality is that prices are going to continue to go up. This is going to continue to ripple through. And I agree with Ana. It's to say this is a short term pain really sets an expectation for a lot of Americans that if it's not, it's going to create a bigger and bigger problem come November. And so I do think that affordability is one of the primary issues that he was elected on. I think it's becoming a growing and growing challenge for Republicans in the midterms this November.

Acyn

63,241 görüntüleme • 5 ay önce

🚨 WARNING: THE WORST DAY OF 2026 IS TOMORROW. JPMorgan is preparing to dump $165,000,000,000 into the market right at open. Thinking this won’t move the market? You’re in for the rudest awakening of your life. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.
0:37

🚨 WARNING: THE WORST DAY OF 2026 IS TOMORROW. JPMorgan is preparing to dump $165,000,000,000 into the market right at open. Thinking this won’t move the market? You’re in for the rudest awakening of your life. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.

WhaleTwits

340,947 görüntüleme • 3 ay önce

🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!! JPMorgan will dump $165 BILLION in U.S. stocks right after the market opens. If you think this is a "drop in the ocean" and it won’t affect the markets... YOU ARE COMPLETELY WRONG. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.
0:39

🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!! JPMorgan will dump $165 BILLION in U.S. stocks right after the market opens. If you think this is a "drop in the ocean" and it won’t affect the markets... YOU ARE COMPLETELY WRONG. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.

0xNobler

376,079 görüntüleme • 3 ay önce

Built AI Launch Radar this week. One thing I underestimated was how hard it is to get reliable, structured web data for monitoring product launches and market sentiment. After trying different approaches, I ended up using Nimble's APIs to power the data layer, which saved me a lot of time I'd otherwise spend on scraping and data cleanup. The result is a dashboard that tracks launches, sentiment, and emerging products in real time. Try Nimble now: Here's a quick look 👇
0:58

Built AI Launch Radar this week. One thing I underestimated was how hard it is to get reliable, structured web data for monitoring product launches and market sentiment. After trying different approaches, I ended up using Nimble's APIs to power the data layer, which saved me a lot of time I'd otherwise spend on scraping and data cleanup. The result is a dashboard that tracks launches, sentiment, and emerging products in real time. Try Nimble now: Here's a quick look 👇

Nayeem Sheikh

12,349 görüntüleme • 3 ay önce

Arthur Hayes: the thing that ends this bull market isn't a recession or a Fed pivot... It's AOC. "I think she is going to be the Democratic nominee for 2028. And I think investors are going to freak the f*ck out." If she starts polling well, investors holding AI stocks at 100x revenue will have to start asking what a 50% AI tax will do to valuations. "And once you start asking questions about the future like that - it's over." FT Arthur Hayes Illia (root.near) (🇺🇦, ⋈) Andy Robbie Klages The Rollup.
1:45

Arthur Hayes: the thing that ends this bull market isn't a recession or a Fed pivot... It's AOC. "I think she is going to be the Democratic nominee for 2028. And I think investors are going to freak the f*ck out." If she starts polling well, investors holding AI stocks at 100x revenue will have to start asking what a 50% AI tax will do to valuations. "And once you start asking questions about the future like that - it's over." FT Arthur Hayes Illia (root.near) (🇺🇦, ⋈) Andy Robbie Klages The Rollup.

Milk Road Crypto

167,421 görüntüleme • 4 ay önce

We’re beginning to implement Polymarket Dashboards directly into the $SPECT App. This is an interface showcase - a first look at how on-chain prediction markets will live inside the Spectre AI ecosystem. Data will be synced in tomorrow. ✅ A Polymarket Landing Dashboard MVP is now being added to the homepage ✅ Full category analytics, trend mapping & sentiment overlays are being built ✅ AI Market Analysis and Bubble Engine integrations are in progress ✅ The end goal: real-time narrative + odds + influence visualization in one view This is just the start. The full suite will dig into market flows, sentiment velocity, X narratives and behavioral patterns behind each side of a prediction market. #Predictions becomes a clear window into why the market is shifting, where the general sentiment is heading. PolymarketBuild #PredictionMarkets #polymarket
0:37

We’re beginning to implement Polymarket Dashboards directly into the $SPECT App. This is an interface showcase - a first look at how on-chain prediction markets will live inside the Spectre AI ecosystem. Data will be synced in tomorrow. ✅ A Polymarket Landing Dashboard MVP is now being added to the homepage ✅ Full category analytics, trend mapping & sentiment overlays are being built ✅ AI Market Analysis and Bubble Engine integrations are in progress ✅ The end goal: real-time narrative + odds + influence visualization in one view This is just the start. The full suite will dig into market flows, sentiment velocity, X narratives and behavioral patterns behind each side of a prediction market. #Predictions becomes a clear window into why the market is shifting, where the general sentiment is heading. PolymarketBuild #PredictionMarkets #polymarket

SPECTRE AI

16,039 görüntüleme • 10 ay önce

Kayvon Thibodeaux, per sources, is a player the #Giants are listening to offers on and the belief from teams here at the combine is that he will eventually get dealt. I do not get the same sentiment on Dexter Lawrence. This staff loves him & wants him.
0:43

Kayvon Thibodeaux, per sources, is a player the #Giants are listening to offers on and the belief from teams here at the combine is that he will eventually get dealt. I do not get the same sentiment on Dexter Lawrence. This staff loves him & wants him.

Connor Hughes

145,347 görüntüleme • 7 ay önce

Investors are getting exhausted with AI growth expectations. After the Marvell hype, the market started asking a different question: Not, “how big can this get?” But, “where is the proof?” At some point, the story has to turn into revenue, earnings, and execution. #TechStocks
0:30

Investors are getting exhausted with AI growth expectations. After the Marvell hype, the market started asking a different question: Not, “how big can this get?” But, “where is the proof?” At some point, the story has to turn into revenue, earnings, and execution. #TechStocks

Mark Tepper

13,012 görüntüleme • 2 ay önce

🚨 GOOGLE SEARCHES MAY PREDICT THE 2026 BITCOIN BOTTOM Historically, whenever people start searching for things like "Bitcoin going to zero," it means that the bottom is near, people are panic selling, and fear is peaking. This is the greatest institutional buy signal we could wish for. When retail sentiment shows extreme fear, the bottom is usually in within a few months. Make sure you do not follow the crowd. They have always been wrong. This time is no different.
0:44

🚨 GOOGLE SEARCHES MAY PREDICT THE 2026 BITCOIN BOTTOM Historically, whenever people start searching for things like "Bitcoin going to zero," it means that the bottom is near, people are panic selling, and fear is peaking. This is the greatest institutional buy signal we could wish for. When retail sentiment shows extreme fear, the bottom is usually in within a few months. Make sure you do not follow the crowd. They have always been wrong. This time is no different.

Coinvo Trading

25,694 görüntüleme • 7 ay önce

One for the $KAS community. I’ve noticed so many people turning on eachother lately. Why? Price. Nobody is happy with price, all long term believes are down and didn’t sell at a ‘good’ price. Yet the tech only got better. If $KAS is to succeed, and it deserves to, we as a community need to support eachother, the developers and the builders more than ever. Those that sold, are still watching, there is capital ready to flood back in with the right sentiment and a shift in the macro market. Stop taking your anger and depression out on others, keep supporting eachother or you’ll push people away from building and the liquidity waiting on the sidelines may also shift away, at least partially.
0:28

One for the $KAS community. I’ve noticed so many people turning on eachother lately. Why? Price. Nobody is happy with price, all long term believes are down and didn’t sell at a ‘good’ price. Yet the tech only got better. If $KAS is to succeed, and it deserves to, we as a community need to support eachother, the developers and the builders more than ever. Those that sold, are still watching, there is capital ready to flood back in with the right sentiment and a shift in the macro market. Stop taking your anger and depression out on others, keep supporting eachother or you’ll push people away from building and the liquidity waiting on the sidelines may also shift away, at least partially.

Travladd 𐤊

20,005 görüntüleme • 1 ay önce

People all over the U.S. and the U.K. are experiencing a heavy fog situation, but what separates this from regular fog is that people are saying that they are feeling sick after coming in contact with the fog. Fog is normal at this time of year, but people do not get sick from fog. Chemical fog, bird flu, and plane crashes, all are most likely controlled narratives to instill fear by focusing on these bad situations to take your attention away from the more important things happening in our world today. The billions of dollars being laundered, the child trafficking all the important court cases against celebrities, Bill Gates, etc, the list goes on and on. I can say that I am not experiencing the fog situation in my area like others are in the U.S. and in the U.K. Are you experiencing the fog? Do you believe there is more to this, or is the fog just another psyop to keep the masses busy and in fear?
3:10

People all over the U.S. and the U.K. are experiencing a heavy fog situation, but what separates this from regular fog is that people are saying that they are feeling sick after coming in contact with the fog. Fog is normal at this time of year, but people do not get sick from fog. Chemical fog, bird flu, and plane crashes, all are most likely controlled narratives to instill fear by focusing on these bad situations to take your attention away from the more important things happening in our world today. The billions of dollars being laundered, the child trafficking all the important court cases against celebrities, Bill Gates, etc, the list goes on and on. I can say that I am not experiencing the fog situation in my area like others are in the U.S. and in the U.K. Are you experiencing the fog? Do you believe there is more to this, or is the fog just another psyop to keep the masses busy and in fear?

The SCIF

115,773 görüntüleme • 1 yıl önce

The tech titans' almost god-like control over AI is sure to shape the future. But it's not the first time in America's history that a small group of men have amassed enormous wealth and power by driving a new technology
2:56

The tech titans' almost god-like control over AI is sure to shape the future. But it's not the first time in America's history that a small group of men have amassed enormous wealth and power by driving a new technology

The Economist

24,811 görüntüleme • 4 ay önce

This is not a trade war. Trade wars end. What is happening right now is a permanent shift in how the most powerful economy on earth sees its relationship with the rest of the world. The countries that understand that will adapt. The countries that don't will be left negotiating with a rulebook that no longer exists. Every time a politician calls this a trade war, they are telling you they don't understand what's happening. A trade war is temporary. A shift in foreign policy is structural. One requires retaliation. The other requires a completely different strategy. Canada chose retaliation. And we are paying for it at the checkout. See my latest with The Food Professor on Youtube, Spotify, Substack, X and Apple
0:53

This is not a trade war. Trade wars end. What is happening right now is a permanent shift in how the most powerful economy on earth sees its relationship with the rest of the world. The countries that understand that will adapt. The countries that don't will be left negotiating with a rulebook that no longer exists. Every time a politician calls this a trade war, they are telling you they don't understand what's happening. A trade war is temporary. A shift in foreign policy is structural. One requires retaliation. The other requires a completely different strategy. Canada chose retaliation. And we are paying for it at the checkout. See my latest with The Food Professor on Youtube, Spotify, Substack, X and Apple

Karla Treadway | Host Sovereign Sphere Podcast

44,017 görüntüleme • 2 ay önce

Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.
1:15

Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.

Kevin O'Leary aka Mr. Wonderful

12,462 görüntüleme • 4 ay önce

Friedberg: 3 Reasons Why College Students Are Booing AI 1) AI creates too much power for the 1% in the short-term, and the 99% aren’t seeing the long-term benefits yet 2) Astroturfing by state actors and foreign adversaries, who want to slow American progress 3) AI is anti-humanist, and it messes with our ego, which fuels the blowback @jason: “When you hear young people booing AI, why are they doing that?” david friedberg: “I think that there's an underlying view that technology creates leverage for a small group of people, which creates power imbalances, and nothing represents that more than AI, that a small number of people that control, and profit from, and benefit from AI are going to end up getting outsized returns relative to the broader population. That the time to diffusion of the technology, because ultimately all technologies commoditize and diffuse, but the time to diffusion here is such that it's going to be extremely asymmetric for society. And because those questions about, 'When does this benefit me, how does it benefit me?' can't be answered today, the economic benefit that's accruing to the few today becomes the narrative. It becomes the story, and it becomes this power system that a few people take from the many. And so there's something deeply disturbing for the average person about that. They don't understand how it works, why it works, what it'll do for them, when it will do it, and all that they're being told is that some people are making trillions of dollars. So I think that it's pretty obvious why this has got such a backlash. Secondly, I think that there's a deep amount of external energy that's fueling this anti-technology sentiment in the United States and has been for decades. I don't think it's just China with NGOs today. I think that there's a long history of state actors intervening in media activities in foreign nations to try and create the sentiment and fuel a sentiment that reduces progress in that competitive state. This third piece is, when the Copernican revolution happened, it was a mind f**k. Heliocentricity was a totally new way of thinking for humans, and it was deeply disruptive to the church, and it was deeply disruptive to the power centers, which were the centers that could tell people, 'Earth is at the center of the universe, we're in control, we're the direct channel to God.' And the idea that the sun is at the center of the solar system, and we spin around it, and we're a tiny speck in the universe was very hard for people to grasp. There's something about AI that's very not human-centric, and it kind of shifts and f**ks with the ego of the human. It's almost anti-humanist, and I think that that's like a deep psychological current. A lot of people and their disdain for this technology, it fuels it. It's not the cause, but I think it fuels it.”
2:28

Friedberg: 3 Reasons Why College Students Are Booing AI 1) AI creates too much power for the 1% in the short-term, and the 99% aren’t seeing the long-term benefits yet 2) Astroturfing by state actors and foreign adversaries, who want to slow American progress 3) AI is anti-humanist, and it messes with our ego, which fuels the blowback @jason: “When you hear young people booing AI, why are they doing that?” david friedberg: “I think that there's an underlying view that technology creates leverage for a small group of people, which creates power imbalances, and nothing represents that more than AI, that a small number of people that control, and profit from, and benefit from AI are going to end up getting outsized returns relative to the broader population. That the time to diffusion of the technology, because ultimately all technologies commoditize and diffuse, but the time to diffusion here is such that it's going to be extremely asymmetric for society. And because those questions about, 'When does this benefit me, how does it benefit me?' can't be answered today, the economic benefit that's accruing to the few today becomes the narrative. It becomes the story, and it becomes this power system that a few people take from the many. And so there's something deeply disturbing for the average person about that. They don't understand how it works, why it works, what it'll do for them, when it will do it, and all that they're being told is that some people are making trillions of dollars. So I think that it's pretty obvious why this has got such a backlash. Secondly, I think that there's a deep amount of external energy that's fueling this anti-technology sentiment in the United States and has been for decades. I don't think it's just China with NGOs today. I think that there's a long history of state actors intervening in media activities in foreign nations to try and create the sentiment and fuel a sentiment that reduces progress in that competitive state. This third piece is, when the Copernican revolution happened, it was a mind f**k. Heliocentricity was a totally new way of thinking for humans, and it was deeply disruptive to the church, and it was deeply disruptive to the power centers, which were the centers that could tell people, 'Earth is at the center of the universe, we're in control, we're the direct channel to God.' And the idea that the sun is at the center of the solar system, and we spin around it, and we're a tiny speck in the universe was very hard for people to grasp. There's something about AI that's very not human-centric, and it kind of shifts and f**ks with the ego of the human. It's almost anti-humanist, and I think that that's like a deep psychological current. A lot of people and their disdain for this technology, it fuels it. It's not the cause, but I think it fuels it.”

The All-In Podcast

33,112 görüntüleme • 4 ay önce

Ken Griffin was asked if AI could tell you which stocks to buy, before he bought the entire book of Leopold Aschenbrenner: "there are people that have a fantasy that LLMs are going to tell you which stocks to buy - and it's just a fantasy, just a fantasy" "but wouldn't they be smart enough to tell you which stocks to buy?" - "no, because they're not smart, they're just programmed - they are very good at thoughtfully regurgitating" this is him explaining why he thinks the productivity gains everyone is pricing in are still years away, why Nvidia reminds him of the California gold rush, and what he says is the one risk the market is completely missing "it's not clear to me that we're going to get the productivity gains out of AI that the market's broadly hoping for - they're not about to happen in the next 12 or 24 or 36 months" "this is like the gold mining in California - those that sold the picks made a lot of money - and Nvidia right now sells one of the most important ingredients in the AI story" "the question with every investment is whether or not it's the right price - that's the fundamental of investing" bookmark & watch the full conversation ↓
14:09

Ken Griffin was asked if AI could tell you which stocks to buy, before he bought the entire book of Leopold Aschenbrenner: "there are people that have a fantasy that LLMs are going to tell you which stocks to buy - and it's just a fantasy, just a fantasy" "but wouldn't they be smart enough to tell you which stocks to buy?" - "no, because they're not smart, they're just programmed - they are very good at thoughtfully regurgitating" this is him explaining why he thinks the productivity gains everyone is pricing in are still years away, why Nvidia reminds him of the California gold rush, and what he says is the one risk the market is completely missing "it's not clear to me that we're going to get the productivity gains out of AI that the market's broadly hoping for - they're not about to happen in the next 12 or 24 or 36 months" "this is like the gold mining in California - those that sold the picks made a lot of money - and Nvidia right now sells one of the most important ingredients in the AI story" "the question with every investment is whether or not it's the right price - that's the fundamental of investing" bookmark & watch the full conversation ↓

Сarm1ne

215,706 görüntüleme • 1 ay önce

6-8-26 The Market Signal That Appears Near Major Tops In this Short video, Tom Thornton Thomas Thornton and Lance Roberts discuss one of the most important warning signs investors should watch near potential market tops: extreme crowding. This signal often appears near major tops. Tom explains why he's closely monitoring the Korean $KOSPI index, where Samsung and SK Hynix make up roughly half the market and provide a valuable window into the global AI and memory trade. $EWY Despite memory prices peaking earlier this year, memory stocks $MU $SNDK $WDC $STX have continued to surge as investors remain focused on the bullish narrative of tight supply and growing AI demand. One of the biggest warning signs is the sheer amount of money flowing into the sector. Semiconductor ETFs $SMH $SOXX have seen record inflows, while data center and memory stock baskets are flashing multiple exhaustion signals. These indicators don't necessarily predict an immediate decline, but they often suggest a trade is becoming overcrowded and that the pool of new buyers is shrinking. Tom also notes that similar conditions have appeared before in assets such as #gold $GLD and #silver $SLV. Investor enthusiasm reaches extreme levels, analysts raise price targets, fund flows hit records, and bullish narratives become widely accepted. Eventually, the buyers who drove the rally become the next wave of sellers. Today, he sees many of those same characteristics emerging across semiconductors, AI infrastructure, and memory stocks. While the long-term AI story may remain intact, positioning has become increasingly one-sided, creating the potential for volatility if sentiment begins to shift. When a trade becomes universally loved, investors should ask a simple question: who's left to buy? Check out our comprehensive "15 Trading Rules" guide ▶️ This guide includes practical rules for managing positions, taking profits, controlling risk, and avoiding the emotional mistakes that often hurt returns during major market corrections.
2:59

6-8-26 The Market Signal That Appears Near Major Tops In this Short video, Tom Thornton Thomas Thornton and Lance Roberts discuss one of the most important warning signs investors should watch near potential market tops: extreme crowding. This signal often appears near major tops. Tom explains why he's closely monitoring the Korean $KOSPI index, where Samsung and SK Hynix make up roughly half the market and provide a valuable window into the global AI and memory trade. $EWY Despite memory prices peaking earlier this year, memory stocks $MU $SNDK $WDC $STX have continued to surge as investors remain focused on the bullish narrative of tight supply and growing AI demand. One of the biggest warning signs is the sheer amount of money flowing into the sector. Semiconductor ETFs $SMH $SOXX have seen record inflows, while data center and memory stock baskets are flashing multiple exhaustion signals. These indicators don't necessarily predict an immediate decline, but they often suggest a trade is becoming overcrowded and that the pool of new buyers is shrinking. Tom also notes that similar conditions have appeared before in assets such as #gold $GLD and #silver $SLV. Investor enthusiasm reaches extreme levels, analysts raise price targets, fund flows hit records, and bullish narratives become widely accepted. Eventually, the buyers who drove the rally become the next wave of sellers. Today, he sees many of those same characteristics emerging across semiconductors, AI infrastructure, and memory stocks. While the long-term AI story may remain intact, positioning has become increasingly one-sided, creating the potential for volatility if sentiment begins to shift. When a trade becomes universally loved, investors should ask a simple question: who's left to buy? Check out our comprehensive "15 Trading Rules" guide ▶️ This guide includes practical rules for managing positions, taking profits, controlling risk, and avoiding the emotional mistakes that often hurt returns during major market corrections.

Lance Roberts

11,350 görüntüleme • 3 ay önce