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The dot-com bust happened because companies could pull the plug. Nobody can afford to this time... the race for intelligence doesnt allow it. Latest Journeyman is solo, on why this ends up a super cycle, not a repeat. As ever, please enjoy!

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Raoul Pal

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195,966 görüntüleme • 1 ay önce •via X (Twitter)

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The S&P 500 chart in 2026 looks identical to the dot-com bubble in 1999 • Top 10 companies = 36% of the index • CAPE ratio at 38 - same as dot-com peak • One transformative technology driving everything Last time this happened the market dropped 49% IS THIS TIME DIFFERENT?
0:32

The S&P 500 chart in 2026 looks identical to the dot-com bubble in 1999 • Top 10 companies = 36% of the index • CAPE ratio at 38 - same as dot-com peak • One transformative technology driving everything Last time this happened the market dropped 49% IS THIS TIME DIFFERENT?

Leshka.eth ⛩

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Why would you ever sell anything? We are living through the fastest acceleration of technology in all of human history. The financial system is being rebuilt on crypto rails: agentic identity, robotic identity, human identity, all of it moving onchain. And yet people are still trying to time it. Selling because someone somewhere thinks the liquidity cycle might soften for a bit is bananas. You don't time a technology adoption cycle. You accumulate through it. Every drawdown is a chance to own more of the base layer of the next economy. The one job is to stay in. Julien Bittel, CFA and I got into all of this on The Journey Man. As ever, please enjoy!
1:07

Why would you ever sell anything? We are living through the fastest acceleration of technology in all of human history. The financial system is being rebuilt on crypto rails: agentic identity, robotic identity, human identity, all of it moving onchain. And yet people are still trying to time it. Selling because someone somewhere thinks the liquidity cycle might soften for a bit is bananas. You don't time a technology adoption cycle. You accumulate through it. Every drawdown is a chance to own more of the base layer of the next economy. The one job is to stay in. Julien Bittel, CFA and I got into all of this on The Journey Man. As ever, please enjoy!

Raoul Pal

289,770 görüntüleme • 1 ay önce

ONLY THE SECOND TIME THIS HAS EVER HAPPENED! The Firefighters pull off the second-ever triple trick play on a double play 🔥
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ONLY THE SECOND TIME THIS HAS EVER HAPPENED! The Firefighters pull off the second-ever triple trick play on a double play 🔥

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Never has firing a weapon looked so needless and messy yet utterly awesome. Nobody should ever allow me to have a handgun because this is how I'll be shooting it and the bullets could go anywhere.
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Never has firing a weapon looked so needless and messy yet utterly awesome. Nobody should ever allow me to have a handgun because this is how I'll be shooting it and the bullets could go anywhere.

Regi Fontana

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Never has firing a weapon looked so needless and messy yet utterly awesome. Nobody should ever allow me to have a handgun because this is how I'll be shooting it and the bullets could go anywhere.
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Never has firing a weapon looked so needless and messy yet utterly awesome. Nobody should ever allow me to have a handgun because this is how I'll be shooting it and the bullets could go anywhere.

Love Classical Music and Movies 🎺🎻💖🎥🎬

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Ossoff: "This is what I describe as their 'Dear Leader problem.' Because in this administration it is unacceptable ever to contradict the president's words, and because the president is a pathological liar, our intelligence officials twist themselves into knots to on the one hand avoid committing perjury and on the other to avoid ever contradicting the White House."
1:33

Ossoff: "This is what I describe as their 'Dear Leader problem.' Because in this administration it is unacceptable ever to contradict the president's words, and because the president is a pathological liar, our intelligence officials twist themselves into knots to on the one hand avoid committing perjury and on the other to avoid ever contradicting the White House."

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There’s a really obvious reason why nobody ever filmed this new phenomena… Please take all the time you need.
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There’s a really obvious reason why nobody ever filmed this new phenomena… Please take all the time you need.

Concerned Citizen

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Shooting the Shit with Julien Bittel, CFA is normally for Alpha members only. This one we're opening up. We go through global liquidity, crypto regulation, AI, compute, stablecoins, and why the old business cycle framework is losing power as the exponential age accelerates. As ever, please enjoy!
46:25

Shooting the Shit with Julien Bittel, CFA is normally for Alpha members only. This one we're opening up. We go through global liquidity, crypto regulation, AI, compute, stablecoins, and why the old business cycle framework is losing power as the exponential age accelerates. As ever, please enjoy!

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142,474 görüntüleme • 3 ay önce

The reason why shares of $AAPL are not up more is investors wonder if the new Siri can power an encore to iPhone super cycle that wraps up this quarter. I believe the answer is yes.
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The reason why shares of $AAPL are not up more is investors wonder if the new Siri can power an encore to iPhone super cycle that wraps up this quarter. I believe the answer is yes.

Gene Munster

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It feels like we've finally reached the point where the latest Assassin's Creed game has Unity lighting, but in real-time. The reason why AC: Unity looked so good back then and still holds up extremely well to this day is because it uses baked lighting. Real time global illumination allows for a full day and night cycle.
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It feels like we've finally reached the point where the latest Assassin's Creed game has Unity lighting, but in real-time. The reason why AC: Unity looked so good back then and still holds up extremely well to this day is because it uses baked lighting. Real time global illumination allows for a full day and night cycle.

NikTek

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Israel’s minister of national security Itamar Ben Gvir says that ISRAEL will NOT ALLOW TRUMP to have this deal with IRAN because it is BAD FOR ISRAEL. “As the government of Israel, cannot allow this to happen. This is a bad agreement. This is an agreement that can harm the State of Israel, and we will not allow this to happen.” Yesterday he also called for more escalation with Lebanon.
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Israel’s minister of national security Itamar Ben Gvir says that ISRAEL will NOT ALLOW TRUMP to have this deal with IRAN because it is BAD FOR ISRAEL. “As the government of Israel, cannot allow this to happen. This is a bad agreement. This is an agreement that can harm the State of Israel, and we will not allow this to happen.” Yesterday he also called for more escalation with Lebanon.

Suppressed News.

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🚨 NOBODY TALKS ABOUT THE BTC SUPERCYCLE ANYMORE 🚨 That's exactly why I am 126K It was the first peak of a supercycle that ends at 250k+ We're in the mid-cycle correction now My low target is 52k - not 60k like most expect 2027-2028 is when this ends I've seen three cycles. This one is different - and bigger! NOTFS ON!
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🚨 NOBODY TALKS ABOUT THE BTC SUPERCYCLE ANYMORE 🚨 That's exactly why I am 126K It was the first peak of a supercycle that ends at 250k+ We're in the mid-cycle correction now My low target is 52k - not 60k like most expect 2027-2028 is when this ends I've seen three cycles. This one is different - and bigger! NOTFS ON!

NoName

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AI is not a bubble, according to JPMorgan's chief market strategist for the Americas. But just like the dot-com boom and bust, the technology can be real even if asset prices overshoot.
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AI is not a bubble, according to JPMorgan's chief market strategist for the Americas. But just like the dot-com boom and bust, the technology can be real even if asset prices overshoot.

Phil Rosen

23,738 görüntüleme • 3 ay önce

China and the US are locked into a race where nobody can stop spending and nobody can stop accelerating. Intelligence is doubling every six months or so. If one of them hits a recession and pulls back for eighteen months they come out three years behind. You can't close a gap like that. Not at the pace this thing is moving. As AGI moves towards ASI, the lead compounds. Get far enough ahead and one system ends up running everything... and nobody wants that, Chinese or American. You need both in there. You need the tension. That's why they're clearing every friction point they can right now. It's one of the reasons both of them wanted Iran resolved. They don't want to be worrying about energy, because energy is just the input. Intelligence is the thing they're actually racing for.
1:34

China and the US are locked into a race where nobody can stop spending and nobody can stop accelerating. Intelligence is doubling every six months or so. If one of them hits a recession and pulls back for eighteen months they come out three years behind. You can't close a gap like that. Not at the pace this thing is moving. As AGI moves towards ASI, the lead compounds. Get far enough ahead and one system ends up running everything... and nobody wants that, Chinese or American. You need both in there. You need the tension. That's why they're clearing every friction point they can right now. It's one of the reasons both of them wanted Iran resolved. They don't want to be worrying about energy, because energy is just the input. Intelligence is the thing they're actually racing for.

Raoul Pal

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IS THE STOCK MARKET REPEATING THE DOT-COM BUBBLE? This chart overlays today's S&P 500 with the Dot-Com crash. So far, the two look remarkably similar. If this pattern continues, Wall Street could be in for a brutal wake-up call.
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IS THE STOCK MARKET REPEATING THE DOT-COM BUBBLE? This chart overlays today's S&P 500 with the Dot-Com crash. So far, the two look remarkably similar. If this pattern continues, Wall Street could be in for a brutal wake-up call.

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This man was carrying his own fan while traveling on a train. Suddenly, he tried to plug his 220V AC fan into the train's 110V DC electric port. Because of this, his fan didn't work, and he could also have damaged the train's electric port, which is meant for mobile charging. As a result, it could have caused problems for all the other passengers. People like this create unnecessary problems because of their foolish actions, and later the government ends up getting blamed for it. There is truly a serious lack of civic sense among people.
0:29

This man was carrying his own fan while traveling on a train. Suddenly, he tried to plug his 220V AC fan into the train's 110V DC electric port. Because of this, his fan didn't work, and he could also have damaged the train's electric port, which is meant for mobile charging. As a result, it could have caused problems for all the other passengers. People like this create unnecessary problems because of their foolish actions, and later the government ends up getting blamed for it. There is truly a serious lack of civic sense among people.

Saffron Chargers

264,526 görüntüleme • 29 gün önce

Mark Cuban watching AI repeat the exact same pattern as dot com bubble: "if there's a price performance curve on AI that minimizes the power requirements there's going to be a lot of data centers that are going to be turned into pickleball courts" this is him explaining why he thinks most VCs and funds are about to get wiped out, why CEOs have no idea what's coming, and what the dot-com bubble taught him about what happens when everyone prices to perfection "it's not the traditional dot-com bubble - but it could just destroy a lot of VCs and a lot of funds and a lot of PE - because they're going all in" "CEOs have no clue what is going on with AI - none whatsoever - and that's not going to change" "every single business plan ever written in the history of business plans is wrong" bookmark & watch the full conversation ↓
40:19

Mark Cuban watching AI repeat the exact same pattern as dot com bubble: "if there's a price performance curve on AI that minimizes the power requirements there's going to be a lot of data centers that are going to be turned into pickleball courts" this is him explaining why he thinks most VCs and funds are about to get wiped out, why CEOs have no idea what's coming, and what the dot-com bubble taught him about what happens when everyone prices to perfection "it's not the traditional dot-com bubble - but it could just destroy a lot of VCs and a lot of funds and a lot of PE - because they're going all in" "CEOs have no clue what is going on with AI - none whatsoever - and that's not going to change" "every single business plan ever written in the history of business plans is wrong" bookmark & watch the full conversation ↓

Сarm1ne

691,834 görüntüleme • 1 ay önce

The Blade Runners in London continue to disable the ULEZ cameras as fast as the city govt puts them up. This is a battle for the rights of people to travel freely and not be limited due to inability to afford a new car with the latest technology. 🔊
1:13

The Blade Runners in London continue to disable the ULEZ cameras as fast as the city govt puts them up. This is a battle for the rights of people to travel freely and not be limited due to inability to afford a new car with the latest technology. 🔊

Wall Street Mav

4,638,474 görüntüleme • 2 yıl önce

🇧🇾🇺🇸 "Trump showed the whole world that your United States of America is not omnipotent. It is not a super-force — it is a superpower, but not a super-force. Everyone understood this." Rick Sanchez asks Lukashenko if he thinks a day will ever come when the superpowers unite. Given the current situation, the President says it is difficult to believe that time will ever come. He called the war on Iran an "insane adventure" but says he's grateful for Trump for taking the mask off the USA. "If the Americans could not cope with Iran, I said this long ago, don't go to China!"
3:31

🇧🇾🇺🇸 "Trump showed the whole world that your United States of America is not omnipotent. It is not a super-force — it is a superpower, but not a super-force. Everyone understood this." Rick Sanchez asks Lukashenko if he thinks a day will ever come when the superpowers unite. Given the current situation, the President says it is difficult to believe that time will ever come. He called the war on Iran an "insane adventure" but says he's grateful for Trump for taking the mask off the USA. "If the Americans could not cope with Iran, I said this long ago, don't go to China!"

DD Geopolitics

33,138 görüntüleme • 4 ay önce