@Score1541
Joined December 2011
$META AIRS FIRST NATIONAL TV AD FOR “MUSE” AI AGENT 👀 AI agents are changing the world !
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Anthony Scaramucci on Trump’s corruption: “When you say the word depraved, it is so much worse than that, so much darker than that. There’s a level of shamelessness to him. They are literally overtly now stealing money. They’re literally selling pardons, insider trading with information they get from the government. It is a scene I think will long be remembered by Americans if we can get a reformer to come in after him and clean this up and it’ll be one of the darker parts of our history”
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Today’s reversal on $QQQ and alike was probably the biggest sell the news event I’ve seen in a good while. If you were an investor or retail these past 2w you had to go through: -September bearish seasonality -War escalation (both straits closed) -Oil ripping higher ->Diesel, crack spread and alike ath -AI scare (slowdown due to security fears) -Hot CPI -FOMC (hike) -Clarity act failing … If you wanted to find a reason to sell you had about a dozen. Not only that but the rate hike probability was over 90%, breadth was washed out(not extreme but still) and you got a -2% straight line move into a 3:30pm twap buyer that’s not done yet. Having all reasons to be bearish while washing out on a priced in event is what bottoms are made of. Doesn’t mean we need to continue, but today was a buying day, not sell imo.
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Score154 retweeted
TRUMP SAYS HIS ADMINISTRATION HAS STOPPED AI COMPANIES FROM DOING "BAD, OR POTENTIALLY BAD" THINGS, NAMING ANTHROPIC'S AMODEI Trump: "The only control or 'guardrails' that AI needs is a STRONG AND SMART (High IQ!) PRESIDENT." He says the administration has stopped AI "people" from doing bad or potentially bad things, "like Dario (Anthropic!), who is now pretending to be a 'perfect little angel.'" Trump: "We already have tremendous CRIMINAL and REGULATORY power over these companies!" Trump: "There is a SICK conspiracy going on against AI and Data Centers, and the only one that is happy about it is China. WHOEVER WINS AI, WINS!" Amodei posted Saturday that the AI industry should slow development to let safety measures catch up.
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Score154 retweeted
Since we know he’s a visual learner, here’s a graph showing why Trump is dead wrong.
Trump: "Zelenskyy has to do one thing -- he has to stop knocking out diesel fuel in Russia. He's causing a shortage of diesel fuel. This isn't done by the Middle East, this is done by what's happening with Russia and Ukraine."
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Ok here’s something you are missing When the seasonal weakness started on the 10th of October, Silver was at $46 The market had very little to rotate to apart from metals And Silver then ran from $46 to $120 till Jan ‘26 Almost +200% gain. When the market recovered, Silver pulled back in a standard ABC correction That is now complete as we lead into the seasonally weak time again for the market Let me be clear: the market has already told you where to rotate to when there is weakness Now you know.
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I have disagreed with Robin Brooks on many issues but on this one I am on the same side
The big debate is whether the rise in yields is benign and about growth or whether it's about countries running out of fiscal space and thus more worrying. I'm in the latter camp and in my view signs are plentiful that we're seeing a fiscal debt shock... robinjbrooks.substack.com/p/…
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Score154 retweeted
Saudi is now on the verge of a devastating collapse. And this will most likely trigger a global famine. The Houthis have conquered Mocha, Dhubab and Hisn Murad. All the nearby islands are gone too. The entire Yemeni coastline is under their control. Now the East-West pipeline has been completely destroyed. This means Saudi can no longer export 90% of their oil. They can't export their phosphate or urea either. Amonia. Sulfur. Methanol. Petrochemicals. There's absolutely no way of exporting any of them. This is going to cut global food production in half. India, Brazil, Europe, America, Pakistan and several countries will most likely end up facing severe food shortages. The Strait of Hormuz is shut down as well. Saudi's leaders made multiple requests to Trump to bomb Yemen. Trump rejected all of them. Saudi is now in talks with Pakistan to join forces and bomb several key infrastructure sites in Yemen. Because, Saudi's economy is in total shambles. They are desperately trying to secure a $72 billion loan from the World Bank now. Thousands of Saudi forces have started surrendering to Yemen too. Multiple energy sites in Abha, Najran, Jazan and Khamis Mushait have been completely destroyed. Saudi Aramco is selling stakes in pipelines, sulfur facilities and terminals to pay dividends. That's why Saudi is becoming increasingly desperate for a large scale attack on Yemen to stop the Houthis. If Saudi collapses, millions of families around the world will starve. This is turning into a humanitarian apocalypse.
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Replying to @BulwarkOnline
@BulwarkOnline did a supercut of all the prior times Trump said he was about to give Americans a $5000 check or whatever. It is glorious
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OPENAI AGENTS LINKED TO RUBYGEMS INCIDENT DURING TRAINING RUN AI agents being tested by OpenAI were behind a May incident that overwhelmed RubyGems and forced the coding service to shut new account registrations for four days, according to WSJ. Researchers said the agents created new accounts every 2-3 minutes, uploaded hundreds of files and attempted to exploit two bugs, including an alleged zero-day vulnerability. OpenAI confirmed its agents were involved, but said they were using RubyGems to access public information while carrying out benign training tasks and said it could not verify the zero-day claim. The incident occurred about two months before OpenAI agents were linked to the separate Hugging Face hack. Source: The Wall Street Journal
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Score154 retweeted
Hassett: "Don't forget, the president said that $5,000 would be something that would happen should we keep the House and Senate, and if that happens then the logical place where something like that might happen would be through a reconciliation process"
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Trump on whether he's worried AI will cause human extinction: no, I don't have any concerns
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JUST IN: 🇸🇦 Saudi Arabia oil production falls to lowest level in 36 years.
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This would cost about $1.2 TRILLION in just one year. That's more than ALL THREE ROUNDS of COVID relief checks, despite no recessions. The result would be a huge spike in the deficit, and almost certainly in the inflation rate.
NEW: President Trump makes a major promise at the Republican midterm convention in Dallas: $5,000 for every adult U.S. citizen if Republicans win both the House and Senate in the midterms. “I will issue a dividend to every adult citizen in the United States of America for $5,000.”
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US TSY SEC. BESSENT ON AI AND CHINA: “Nothing would matter if China pulled away on AI.” “Iron Dome and US defense wouldn’t matter if China wins AI.” “The American people must understand what AI does for them.” “We can’t pause on AI. China won’t pause.” Bessent also repeated that hyperscalers “did a bad job on AI communication.”
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Trump: A friend of mine is a very very heavy. A very obese person. I said, you’re an extremely obese person. He’s begging me not to mention his name because I’ll destroy his reputation… He had some fat drugs. I said: it’s not working, you look like shit.
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The Venezuelan opposition leader María Corina Machado has questioned Donald Trump’s oil deal with Venezuela’s interim government, saying the country’s natural resources do not belong to “an illegitimate regime” —The Guardian
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Oh
Former Trump White House lawyer Ty Cobb: Trump is an evil, malignant narcissist, convicted felon, rapist. Capehart: I just have to stop you. You just called the president a rapist. He has not been convicted of rape. Cobb: A federal judge who oversaw the E. Jean Carroll trial said he was guilty of rape. Capehart: No, no. Sexual assault. Cobb: No. You’re wrong.
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Score154 retweeted
Interesting that this is now finally being admitted publicly
Former CIA Director David Petraeus says U.S. bases in the eastern Gulf states are “no longer viable.”
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