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🚨 STOP AND LOOK AT THIS $SPX CHART 🚨 The S&P 500 has run the same cycle for 100 years - 25 years bull - 9-12 years bear I know what you're thinking - "we're still in the bull" I've heard this theory before. I just stopped believing it...

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12,696 просмотров • 27 дней назад •via X (Twitter)

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🚨 STOP AND LOOK AT THIS CHART 🚨 The S&P 500 has run the same cycle for 100 YEARS 25 years bull. 9-12 years bear. Every single time And everyone is pointing to this chart saying we're still in the bull I've heard this theory many times. I understand the logic I just don't think it works this time Every previous bull was driven by a technology that took decades to price in AI took 2 years And what do we have right now? - Valuations at 100-year extremes - Smart money exiting - Distribution signals everywhere - Insiders selling - Buffett sitting on record cash - Burry calling this 1999 The 25-year cycle assumes the catalyst lasts 25 years This one already burned out I called the BTC top at 115k Called the S&P distribution before the drop Called the Nvidia fractal before anyone was talking about it Three cycles of experience. Every major move predicted in advance If you're not following yet - that's on you FOLLOW + NOTIFS ON!
0:53

🚨 STOP AND LOOK AT THIS CHART 🚨 The S&P 500 has run the same cycle for 100 YEARS 25 years bull. 9-12 years bear. Every single time And everyone is pointing to this chart saying we're still in the bull I've heard this theory many times. I understand the logic I just don't think it works this time Every previous bull was driven by a technology that took decades to price in AI took 2 years And what do we have right now? - Valuations at 100-year extremes - Smart money exiting - Distribution signals everywhere - Insiders selling - Buffett sitting on record cash - Burry calling this 1999 The 25-year cycle assumes the catalyst lasts 25 years This one already burned out I called the BTC top at 115k Called the S&P distribution before the drop Called the Nvidia fractal before anyone was talking about it Three cycles of experience. Every major move predicted in advance If you're not following yet - that's on you FOLLOW + NOTIFS ON!

NoName

1,051,734 просмотров • 2 месяцев назад

🇺🇸 THE U.S. STOCK MARKET IS ABOUT TO DO SOMETHING INSANE. The S&P-500 has been running the same cycle for over 100 years. Over 50% of traders believe the S&P-500 will hit $8,000 this year and historically, they are right. But I think it's going to change this time. Every previous 25 year bull run happened due to technology that took decades to price in. It didn't take AI decades, it literally took 2 years. - Smart money is already exiting. - Semi-conductors are insanely overheated. - Yields are exploding. - Buffet sitting on records of cash. - Insiders are selling. This cycle only works if the catalyst lasts 25 years. The AI catalyst is already burning out at the peak. This is not a definitive outcome. But it is a possible outcome.
0:40

🇺🇸 THE U.S. STOCK MARKET IS ABOUT TO DO SOMETHING INSANE. The S&P-500 has been running the same cycle for over 100 years. Over 50% of traders believe the S&P-500 will hit $8,000 this year and historically, they are right. But I think it's going to change this time. Every previous 25 year bull run happened due to technology that took decades to price in. It didn't take AI decades, it literally took 2 years. - Smart money is already exiting. - Semi-conductors are insanely overheated. - Yields are exploding. - Buffet sitting on records of cash. - Insiders are selling. This cycle only works if the catalyst lasts 25 years. The AI catalyst is already burning out at the peak. This is not a definitive outcome. But it is a possible outcome.

Coinvo Trading

190,798 просмотров • 2 месяцев назад

🚨 YOU NEED TO SEE THIS S&P 500 CHART 🚨 For 100 years the stock market has followed the same simple pattern. Long boom -> Short crash -> Long boom -> Short crash Every boom was powered by a new technology that changed how the world works - Computers - Internet - Smartphones Each one took 10-15 years to fully play out That's why the booms lasted 25 years But now comes AI And problem is AI changed the market in 2 years. Not 15 The boom ran out of fuel too fast And when the fuel runs out - the crash begins And that's exactly where we are right now The next 9 years will look nothing like the last 25 Get ready! FOLLOW + NOTIFS ON!
1:02

🚨 YOU NEED TO SEE THIS S&P 500 CHART 🚨 For 100 years the stock market has followed the same simple pattern. Long boom -> Short crash -> Long boom -> Short crash Every boom was powered by a new technology that changed how the world works - Computers - Internet - Smartphones Each one took 10-15 years to fully play out That's why the booms lasted 25 years But now comes AI And problem is AI changed the market in 2 years. Not 15 The boom ran out of fuel too fast And when the fuel runs out - the crash begins And that's exactly where we are right now The next 9 years will look nothing like the last 25 Get ready! FOLLOW + NOTIFS ON!

NoName

46,511 просмотров • 2 месяцев назад

The most overvalued market in 100 years. Retail is still buying like nothing is wrong. 100 YEARS. Samuel Benner predicted this in 1875. But this pattern has NEVER failed. 100 out of 100 years showed the same thing: The S&P 500 is already following it. → Dot-com bubble → Housing bubble → AI bubble And SpaceX is the final liquidity event before it all breaks. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again. That’s literally my job. If you still haven’t followed me, you’ll regret it.
0:31

The most overvalued market in 100 years. Retail is still buying like nothing is wrong. 100 YEARS. Samuel Benner predicted this in 1875. But this pattern has NEVER failed. 100 out of 100 years showed the same thing: The S&P 500 is already following it. → Dot-com bubble → Housing bubble → AI bubble And SpaceX is the final liquidity event before it all breaks. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again. That’s literally my job. If you still haven’t followed me, you’ll regret it.

DANNY

77,735 просмотров • 1 месяц назад

THE MOST DANGEROUS BITCOIN CHART I'VE SEEN THIS CYCLE. Bitcoin has spent the last 8 years trading inside the same expanding channel. Every bull market ended after price reached the upper resistance. Every bear market ended with a full capitulation back to the lower trendline. We're now accelerating toward that same resistance for the third cycle in a row. Every previous touch of this resistance was followed by a brutal capitulation. This time may not be different.
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THE MOST DANGEROUS BITCOIN CHART I'VE SEEN THIS CYCLE. Bitcoin has spent the last 8 years trading inside the same expanding channel. Every bull market ended after price reached the upper resistance. Every bear market ended with a full capitulation back to the lower trendline. We're now accelerating toward that same resistance for the third cycle in a row. Every previous touch of this resistance was followed by a brutal capitulation. This time may not be different.

Crypto Rover

164,247 просмотров • 25 дней назад

One of the most outrageous market predictions on TV which even left Anuj stunned! "Nifty can rise to 35,000 in the next 12-15 months HDFC Bank is trading at 1.7x price to book, a lesson for me also after 25 years that anything is possible in the market. FIIs have been selling Indian banks and taking the AI trade. SpaceX listing may mark top of US bull market. And I believe Banks and IT will lead the rally"
3:03

One of the most outrageous market predictions on TV which even left Anuj stunned! "Nifty can rise to 35,000 in the next 12-15 months HDFC Bank is trading at 1.7x price to book, a lesson for me also after 25 years that anything is possible in the market. FIIs have been selling Indian banks and taking the AI trade. SpaceX listing may mark top of US bull market. And I believe Banks and IT will lead the rally"

Gurjot Ahluwalia

207,274 просмотров • 1 месяц назад

5 red monthly candles on ETH and altcoins falling nonstop. But after years, PMI regional data is pointing toward expansion. The business cycle that has correlated with every crypto bull and bear is shifting. The last two times crypto looked like this on the macro, it was the bottom. I could be wrong and if I am I'll say it. But the data right now doesn't say bear market starting. It says bear market ending. ISM prints tomorrow morning... Intro 00:00 ISM PMI about to turn 00:50 Bitcoin bear vs. bull 2:50 Ethereum 7:30 Altcoins 13:25
18:41

5 red monthly candles on ETH and altcoins falling nonstop. But after years, PMI regional data is pointing toward expansion. The business cycle that has correlated with every crypto bull and bear is shifting. The last two times crypto looked like this on the macro, it was the bottom. I could be wrong and if I am I'll say it. But the data right now doesn't say bear market starting. It says bear market ending. ISM prints tomorrow morning... Intro 00:00 ISM PMI about to turn 00:50 Bitcoin bear vs. bull 2:50 Ethereum 7:30 Altcoins 13:25

Dan Gambardello

65,258 просмотров • 6 месяцев назад

American shows that the city of Palo Alto in San Francisco built this pedestrian bridge that not a single person uses - The original cost was $6 million - The cost more the doubled to $15 million by completion - It took the city 12 years to build this one bridge “What the hell is going on here” “We have massive problems of our infrastructure in California and we're spending 12 years and $15 million building a pedestrian bridge that nobody is using. What the hell is going on here? This was first contemplated back in 2013. It's now 2025 and it opened last week. So it took 12 years to build this bridge.”
1:14

American shows that the city of Palo Alto in San Francisco built this pedestrian bridge that not a single person uses - The original cost was $6 million - The cost more the doubled to $15 million by completion - It took the city 12 years to build this one bridge “What the hell is going on here” “We have massive problems of our infrastructure in California and we're spending 12 years and $15 million building a pedestrian bridge that nobody is using. What the hell is going on here? This was first contemplated back in 2013. It's now 2025 and it opened last week. So it took 12 years to build this bridge.”

Wall Street Apes

424,578 просмотров • 8 месяцев назад

This is exactly what I told you would happen. S&P 500 is at all-time highs, but the real macro support is still far below. Because in years, this pattern NEVER fails. 50 out of 50 years showed the same thing: Every pump before the previous major support retest ended the same way. DUMP. And right now, the S&P 500 is still trading far above the level it usually needs to retest before the real bottom forms. This is the final squeeze before the next leg down. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.
0:26

This is exactly what I told you would happen. S&P 500 is at all-time highs, but the real macro support is still far below. Because in years, this pattern NEVER fails. 50 out of 50 years showed the same thing: Every pump before the previous major support retest ended the same way. DUMP. And right now, the S&P 500 is still trading far above the level it usually needs to retest before the real bottom forms. This is the final squeeze before the next leg down. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

39,267 просмотров • 1 месяц назад

🚨 THIS IS NOT NORMAL Is the AI bubble finally bursting? Samsung just posted the greatest quarterly profit in tech history. ₩89.4 trillion ($58.4 billion), up 1,810% year over year. The stock fell 7.70% anyway, now down -23.74% from its peak in just 15 days. Here is the alarming part. The market already knew these numbers were coming. Analysts, institutions, and retail investors had been positioning for this quarter for months. The moment the numbers confirmed what everyone already expected, there was nobody left to buy. That is what a fully priced market looks like. When the best earnings in corporate history produce a crash, it means the AI trade has run out of buyers at these levels. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.
0:30

🚨 THIS IS NOT NORMAL Is the AI bubble finally bursting? Samsung just posted the greatest quarterly profit in tech history. ₩89.4 trillion ($58.4 billion), up 1,810% year over year. The stock fell 7.70% anyway, now down -23.74% from its peak in just 15 days. Here is the alarming part. The market already knew these numbers were coming. Analysts, institutions, and retail investors had been positioning for this quarter for months. The moment the numbers confirmed what everyone already expected, there was nobody left to buy. That is what a fully priced market looks like. When the best earnings in corporate history produce a crash, it means the AI trade has run out of buyers at these levels. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.

DANNY

78,595 просмотров • 28 дней назад

Syrian President Ahmad al-Sharaa: In its natural course, a national renaissance takes about 20 to 25 years before its full results become visible. When we talk about Singapore, Rwanda today, Türkiye, or even the Gulf Cooperation Council countries—every country that has achieved this kind of success took time. It took around 20 to 25 years. But that doesn't mean we have to wait 20 years before we see change in Syria. What matters is that the trajectory is upward. Progress should become visible gradually. Every month there should be something new. Every two months there should be another achievement. These gains accumulate over time until we reach a new stage. Then Syria will become comparable to—perhaps even surpass—many of these successful models.
0:59

Syrian President Ahmad al-Sharaa: In its natural course, a national renaissance takes about 20 to 25 years before its full results become visible. When we talk about Singapore, Rwanda today, Türkiye, or even the Gulf Cooperation Council countries—every country that has achieved this kind of success took time. It took around 20 to 25 years. But that doesn't mean we have to wait 20 years before we see change in Syria. What matters is that the trajectory is upward. Progress should become visible gradually. Every month there should be something new. Every two months there should be another achievement. These gains accumulate over time until we reach a new stage. Then Syria will become comparable to—perhaps even surpass—many of these successful models.

Clash Report

240,198 просмотров • 9 дней назад

Google is about to rewrite the rules of online business. For the first time in 25 years, they are changing the way ads work by fully integrating them into AI Mode. This is not just another update. It is a seismic shift in how people search, shop, and buy online. In this video, I break down what this means for marketers, founders, and business owners and show you how to position your brand to win in this new AI-driven era.
10:39

Google is about to rewrite the rules of online business. For the first time in 25 years, they are changing the way ads work by fully integrating them into AI Mode. This is not just another update. It is a seismic shift in how people search, shop, and buy online. In this video, I break down what this means for marketers, founders, and business owners and show you how to position your brand to win in this new AI-driven era.

Neil Patel

16,030 просмотров • 10 месяцев назад

Elon Musk was asked how fast AI is moving. His answer wasn’t about the technology. It was about the one man who got it all right and was still too conservative. Musk: “I have to give credit to Ray Kurzweil in being actually remarkably accurate in his predictions. If anything, I think he was perhaps a bit conservative in his predictions.” Kurzweil spent 30 years making forecasts that made serious people uncomfortable. He predicted timelines that sounded impossible. He was mocked for it. He was right about nearly all of them. And Musk just called him conservative. Musk: “The dedicated AI compute appears to be growing by a factor of 10 every six months.” 10x every six months. Musk: “Almost a 100x improvement per year, at least for the next few years.” Moore’s Law was a 2x improvement every two years. That single curve drove every technological shift of the last 50 years. The internet. Smartphones. Cloud computing. All of it rode a 2x curve. AI is on a 100x curve. And the current infrastructure isn’t running beside the new one. It’s becoming it. Musk: “Probably a lot of the data centers, maybe most of the data centers that currently do conventional compute, will transition to AI compute.” Everything that runs the world you know is being rewired for the world that comes next. Human beings process the future in straight lines. We take the speed of the last decade and project it forward. Exponential growth doesn’t work that way. It’s invisible until it’s everywhere. The most aggressive forecaster in the history of technology was too conservative. That’s not about Kurzweil being wrong about the direction. That’s about the human brain being wrong about the speed. The limit was never the technology. It was the organ we use to comprehend it. And that organ hasn’t been upgraded in 200,000 years.
1:01

Elon Musk was asked how fast AI is moving. His answer wasn’t about the technology. It was about the one man who got it all right and was still too conservative. Musk: “I have to give credit to Ray Kurzweil in being actually remarkably accurate in his predictions. If anything, I think he was perhaps a bit conservative in his predictions.” Kurzweil spent 30 years making forecasts that made serious people uncomfortable. He predicted timelines that sounded impossible. He was mocked for it. He was right about nearly all of them. And Musk just called him conservative. Musk: “The dedicated AI compute appears to be growing by a factor of 10 every six months.” 10x every six months. Musk: “Almost a 100x improvement per year, at least for the next few years.” Moore’s Law was a 2x improvement every two years. That single curve drove every technological shift of the last 50 years. The internet. Smartphones. Cloud computing. All of it rode a 2x curve. AI is on a 100x curve. And the current infrastructure isn’t running beside the new one. It’s becoming it. Musk: “Probably a lot of the data centers, maybe most of the data centers that currently do conventional compute, will transition to AI compute.” Everything that runs the world you know is being rewired for the world that comes next. Human beings process the future in straight lines. We take the speed of the last decade and project it forward. Exponential growth doesn’t work that way. It’s invisible until it’s everywhere. The most aggressive forecaster in the history of technology was too conservative. That’s not about Kurzweil being wrong about the direction. That’s about the human brain being wrong about the speed. The limit was never the technology. It was the organ we use to comprehend it. And that organ hasn’t been upgraded in 200,000 years.

Dustin

213,892 просмотров • 2 месяцев назад

Ken Griffin, founder of Citadel, on why the AI timeline is probably much longer than the market is pricing: "when they invented the personal computer, did we think the world was going to change in a profound way? of course we did. but it's taken 50 years to play out. we're still very much in the middle of that journey." "the forms of AI that are alluded to by many of the market's leaders today, their dream may not take 3 to 5 years to play out. it could be 20 years. it could be 30 years." "did anyone have any doubt the internet was going to change the world? no. has it changed the world? absolutely. but did it take longer than anticipated? and was there a real sorting of winners and losers?" "i remember Lotus 1-2-3. unbelievable. blew VisiCalc out of the water. and then Excel came onto the scene and Lotus literally disappeared into the dustbin of history. and that all happened in just a few years." "we're going to see a lot of fallout in the AI story over the next couple of years." the founder of Citadel isn't saying AI won't change the world. he's saying the market is pricing a 3-5 year timeline on something that historically takes 20-30. will he be right?
2:43

Ken Griffin, founder of Citadel, on why the AI timeline is probably much longer than the market is pricing: "when they invented the personal computer, did we think the world was going to change in a profound way? of course we did. but it's taken 50 years to play out. we're still very much in the middle of that journey." "the forms of AI that are alluded to by many of the market's leaders today, their dream may not take 3 to 5 years to play out. it could be 20 years. it could be 30 years." "did anyone have any doubt the internet was going to change the world? no. has it changed the world? absolutely. but did it take longer than anticipated? and was there a real sorting of winners and losers?" "i remember Lotus 1-2-3. unbelievable. blew VisiCalc out of the water. and then Excel came onto the scene and Lotus literally disappeared into the dustbin of history. and that all happened in just a few years." "we're going to see a lot of fallout in the AI story over the next couple of years." the founder of Citadel isn't saying AI won't change the world. he's saying the market is pricing a 3-5 year timeline on something that historically takes 20-30. will he be right?

Adam Ghowiba

83,077 просмотров • 1 месяц назад

Marc Andreessen just explained why being right about AI for 80 straight years is about to be the most dangerous position in technology. Andreessen: “The four most dangerous words in investing are ‘this time is different.’” He’s talking about AI. And he’s about to turn that phrase on the people hiding behind it. Four times in 80 years, AI promised to change everything. Four times it collapsed. 1943.First neural network. Dead within a decade. 1944.Dartmouth. Scientists thought they’d crack AGI in one summer. They didn’t crack it in forty years. 1980s. Over a billion into expert systems. Entire market gone by ’87. 2016.Machine learning. Faded before anyone could ship a product. The skeptics weren’t lucky. They were 4-for-4. Every generation that believed “this time is different” got buried. And that is exactly why this moment is so dangerous. Because being right four consecutive times doesn’t just build a position. It builds an identity. And identity doesn’t update when the evidence does. Andreessen: “I’ll tell you what’s different. Like, now it’s working.” Not one breakthrough. Four. In the same window. Language. Reasoning. Coding. Self-improvement. All deployed. All producing revenue. Not in a lab. In the economy. Today. Then the line that should have ended every remaining debate. Andreessen: “If Linus Torvalds is saying that the AI coding is now better than he is… that’s never happened before.” The man who built the operating system the internet runs on just conceded the machine writes better code than he does. Coding is the highest bar in technology. If AI clears it, everything below was already decided. But the fourth breakthrough isn’t like the other three. Language, reasoning, and coding are capabilities. Self-improvement is a rate of change. The machine is researching, coding, and optimizing itself. No human engineers in the loop. Every technology in human history advanced at the speed of the people building it. This one just left that constraint behind. And the hardware confirms it. Nvidia’s old chips are gaining value after shipping. GPUs sold out years ahead. That has never happened in computing. Hardware doesn’t appreciate. Unless the market has decided this isn’t a cycle. It’s infrastructure. Andreessen: “This is the culmination of 80 years worth of work and this is the time it’s becoming real.” Eighty years. Researchers poured entire careers into this problem. Some of them died before it worked. And now all four pieces arrived at once. The skeptics built a perfect model from eight decades of collapse. Flawless pattern recognition. But a perfect model trained on a world that no longer exists doesn’t protect you. It traps you inside the last version of reality. For 80 years, doubting AI was the most rational position a human being could hold. It just became the most expensive.
2:04

Marc Andreessen just explained why being right about AI for 80 straight years is about to be the most dangerous position in technology. Andreessen: “The four most dangerous words in investing are ‘this time is different.’” He’s talking about AI. And he’s about to turn that phrase on the people hiding behind it. Four times in 80 years, AI promised to change everything. Four times it collapsed. 1943.First neural network. Dead within a decade. 1944.Dartmouth. Scientists thought they’d crack AGI in one summer. They didn’t crack it in forty years. 1980s. Over a billion into expert systems. Entire market gone by ’87. 2016.Machine learning. Faded before anyone could ship a product. The skeptics weren’t lucky. They were 4-for-4. Every generation that believed “this time is different” got buried. And that is exactly why this moment is so dangerous. Because being right four consecutive times doesn’t just build a position. It builds an identity. And identity doesn’t update when the evidence does. Andreessen: “I’ll tell you what’s different. Like, now it’s working.” Not one breakthrough. Four. In the same window. Language. Reasoning. Coding. Self-improvement. All deployed. All producing revenue. Not in a lab. In the economy. Today. Then the line that should have ended every remaining debate. Andreessen: “If Linus Torvalds is saying that the AI coding is now better than he is… that’s never happened before.” The man who built the operating system the internet runs on just conceded the machine writes better code than he does. Coding is the highest bar in technology. If AI clears it, everything below was already decided. But the fourth breakthrough isn’t like the other three. Language, reasoning, and coding are capabilities. Self-improvement is a rate of change. The machine is researching, coding, and optimizing itself. No human engineers in the loop. Every technology in human history advanced at the speed of the people building it. This one just left that constraint behind. And the hardware confirms it. Nvidia’s old chips are gaining value after shipping. GPUs sold out years ahead. That has never happened in computing. Hardware doesn’t appreciate. Unless the market has decided this isn’t a cycle. It’s infrastructure. Andreessen: “This is the culmination of 80 years worth of work and this is the time it’s becoming real.” Eighty years. Researchers poured entire careers into this problem. Some of them died before it worked. And now all four pieces arrived at once. The skeptics built a perfect model from eight decades of collapse. Flawless pattern recognition. But a perfect model trained on a world that no longer exists doesn’t protect you. It traps you inside the last version of reality. For 80 years, doubting AI was the most rational position a human being could hold. It just became the most expensive.

Dustin

13,740 просмотров • 1 месяц назад

🚨 $1.5 BILLION IN LONGS BELOW $58K THE CASCADE WILL BE UNSTOPPABLE 15 years of trading and I've never seen this much liquidity stacked in a single zone The moment price loses $58K, $1.5 billion in longs gets wiped instantly and once it starts it doesn't stop Every influencer calling the cycle bottom right now is about to get liquidated into that exact zone Here's the part nobody wants to hear that moment of maximum pain is the only right time to buy That's not an opinion, that's how every market cycle bottom in history has formed When the liquidity gets fully taken, the bottom isn't a question anymore it's a fact When I exit the markets completely, this account posts it first Turn notifications on follow me, you'll understand why that was the best choice later
0:30

🚨 $1.5 BILLION IN LONGS BELOW $58K THE CASCADE WILL BE UNSTOPPABLE 15 years of trading and I've never seen this much liquidity stacked in a single zone The moment price loses $58K, $1.5 billion in longs gets wiped instantly and once it starts it doesn't stop Every influencer calling the cycle bottom right now is about to get liquidated into that exact zone Here's the part nobody wants to hear that moment of maximum pain is the only right time to buy That's not an opinion, that's how every market cycle bottom in history has formed When the liquidity gets fully taken, the bottom isn't a question anymore it's a fact When I exit the markets completely, this account posts it first Turn notifications on follow me, you'll understand why that was the best choice later

Hanzo ㊗️

274,260 просмотров • 24 дней назад

From Dan Lorenc on the malware attack that almost took down the entire internet last year: “There’s a popular compression library that’s used in almost every piece of software. And it had been maintained by one person in his spare time for the last 20 years. And then a couple years ago, somebody just decided to start helping him. They jumped in, fixed a bunch of bugs, and did a lot of great work. And then that first person got tired of working on it. So he handed the whole project over to this other person. It turned out that other person was just a pseudonym and was not a real person. And within six months of getting control of the project, they had put in a carefully orchestrated set of malware that was really hard to detect and no one noticed. And because it was so widely used, the exploit would've basically given that person remote access to any computer running that piece of software, which was basically everything connected to the Internet. But because it was open source and the code was transparent, some random engineer just happened to be running some benchmarks on a weekend. And he noticed that program was a little bit slower than it used to be, and that it was making a weird cryptographic operation to check something. And right before this thing got widely deployed across every device, he dug in, and discovered that there was a backdoor put in. This was the closest thing to a full-blown internet crisis that we’ve ever had. And they still have no idea who did it. It was just an anonymous email account. No one ever traced it back to an individual. And that's the long game. This person spent years just doing good work and earning the communities trust.”
2:22

From Dan Lorenc on the malware attack that almost took down the entire internet last year: “There’s a popular compression library that’s used in almost every piece of software. And it had been maintained by one person in his spare time for the last 20 years. And then a couple years ago, somebody just decided to start helping him. They jumped in, fixed a bunch of bugs, and did a lot of great work. And then that first person got tired of working on it. So he handed the whole project over to this other person. It turned out that other person was just a pseudonym and was not a real person. And within six months of getting control of the project, they had put in a carefully orchestrated set of malware that was really hard to detect and no one noticed. And because it was so widely used, the exploit would've basically given that person remote access to any computer running that piece of software, which was basically everything connected to the Internet. But because it was open source and the code was transparent, some random engineer just happened to be running some benchmarks on a weekend. And he noticed that program was a little bit slower than it used to be, and that it was making a weird cryptographic operation to check something. And right before this thing got widely deployed across every device, he dug in, and discovered that there was a backdoor put in. This was the closest thing to a full-blown internet crisis that we’ve ever had. And they still have no idea who did it. It was just an anonymous email account. No one ever traced it back to an individual. And that's the long game. This person spent years just doing good work and earning the communities trust.”

The Peel

47,683 просмотров • 1 год назад

THIS INDICATOR STARTED BULL RUN IN 2022!! It just signaled again for the first time in four years. Last time, it happened exactly at the cycle bottom. RSI bullish divergence is confirming at the same time. These two indicators never appear without a major reversal. Remember that I was the first to warn you.
0:20

THIS INDICATOR STARTED BULL RUN IN 2022!! It just signaled again for the first time in four years. Last time, it happened exactly at the cycle bottom. RSI bullish divergence is confirming at the same time. These two indicators never appear without a major reversal. Remember that I was the first to warn you.

ᴛʀᴀᴄᴇʀ

34,444 просмотров • 3 дней назад

I've been saying it for months: The AI hype will die. And I'm watching it happen in real time. Let me tell you something about market cycles after 45 years on Wall Strett: When everyone believes the same story, when valuations price in perfection, when "this time is different" becomes consensus... That's when the trade is OVER. The Mag 7 spent $380 billion on AI infrastructure in 2025. CFOs across America can't point to measurable returns. No productivity gains. No labor savings. No revenue acceleration. Just massive capex and promises of transformation "coming soon." I've seen this play out before. Dotcom 2000. Everyone knew the internet would change everything. They were RIGHT about the technology. They were WRONG about the timing and the valuations. The companies that survived took 15 years to make new highs. Here's what's happening now: The Mag 7 has already started underperforming. Since October 2025, the S&P 493 is outperforming the Magnificent 7. Small caps are waking up. The Russell 2000 is finally showing signs of life after years of underperformance. This is the rotation I predicted. And it's just getting started. Why small caps now? Because they're trading at decade-low valuations relative to Big Tech. The P/E spread is 10+ points. But earnings growth is only 5 points lower. You're getting 95% of the growth at 50% of the valuation. The Mag 7 is priced for AI transformation happening NOW. But Goldman says measurable GDP impact doesn't start until 2027. That's a 2-3 year gap between expectations and reality. Markets don't wait politely when they realize they're wrong. I ran the #1 mutual fund in the country at Fidelity and worked under Peter Lynch. And I'm telling you: This is what a market top in a narrow leadership group looks like. Not a crash. Not a crisis. Just a slow realization that the future takes longer to arrive than the stock price assumed. Meanwhile, small and mid-caps are trading like it's 2008. Except we're not in a financial crisis. We're in a market where everyone is crowded into seven stocks and ignoring 2,500 others. That doesn't last. The AI infrastructure build is real. But infrastructure builders get paid first. Productivity beneficiaries get paid later. Much later. And the market is finally starting to figure that out.
2:22

I've been saying it for months: The AI hype will die. And I'm watching it happen in real time. Let me tell you something about market cycles after 45 years on Wall Strett: When everyone believes the same story, when valuations price in perfection, when "this time is different" becomes consensus... That's when the trade is OVER. The Mag 7 spent $380 billion on AI infrastructure in 2025. CFOs across America can't point to measurable returns. No productivity gains. No labor savings. No revenue acceleration. Just massive capex and promises of transformation "coming soon." I've seen this play out before. Dotcom 2000. Everyone knew the internet would change everything. They were RIGHT about the technology. They were WRONG about the timing and the valuations. The companies that survived took 15 years to make new highs. Here's what's happening now: The Mag 7 has already started underperforming. Since October 2025, the S&P 493 is outperforming the Magnificent 7. Small caps are waking up. The Russell 2000 is finally showing signs of life after years of underperformance. This is the rotation I predicted. And it's just getting started. Why small caps now? Because they're trading at decade-low valuations relative to Big Tech. The P/E spread is 10+ points. But earnings growth is only 5 points lower. You're getting 95% of the growth at 50% of the valuation. The Mag 7 is priced for AI transformation happening NOW. But Goldman says measurable GDP impact doesn't start until 2027. That's a 2-3 year gap between expectations and reality. Markets don't wait politely when they realize they're wrong. I ran the #1 mutual fund in the country at Fidelity and worked under Peter Lynch. And I'm telling you: This is what a market top in a narrow leadership group looks like. Not a crash. Not a crisis. Just a slow realization that the future takes longer to arrive than the stock price assumed. Meanwhile, small and mid-caps are trading like it's 2008. Except we're not in a financial crisis. We're in a market where everyone is crowded into seven stocks and ignoring 2,500 others. That doesn't last. The AI infrastructure build is real. But infrastructure builders get paid first. Productivity beneficiaries get paid later. Much later. And the market is finally starting to figure that out.

George Noble

109,057 просмотров • 5 месяцев назад

OpenStack. Containers. Kubernetes. Every time enterprise infrastructure shifted, Mirantis was already there. AI is no different. But here's what most people miss: AI doesn't replace the stack. It runs on top of it. You still need IaaS. You still need Kubernetes. You still need someone who never stopped building that foundation. Mirantis never did. In this interview, Alex Freedland, CEO & Co-founder of Mirantis, explains how 15 years of infrastructure depth is exactly what the AI era demands, and why 1,500 enterprises are already on that path. Watch the full interview:
0:36

OpenStack. Containers. Kubernetes. Every time enterprise infrastructure shifted, Mirantis was already there. AI is no different. But here's what most people miss: AI doesn't replace the stack. It runs on top of it. You still need IaaS. You still need Kubernetes. You still need someone who never stopped building that foundation. Mirantis never did. In this interview, Alex Freedland, CEO & Co-founder of Mirantis, explains how 15 years of infrastructure depth is exactly what the AI era demands, and why 1,500 enterprises are already on that path. Watch the full interview:

Mirantis

10,775 просмотров • 1 месяц назад