@UnfairValue1

Chasing dreams. Private views only. The views expressed do not constitute investment or any other advice and are subject to change.

Joined January 2018
  • Tweets5.5K
  • Following3.1K
  • Followers20.4K
755Media
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Unfair value retweeted
*Walter Bloomberg
@DeItaone2h
THE TRUMP ADMINISTRATION HAS NOT APPROVED THE TRANSFER OF INTERCEPTOR MISSILES TO UKRAINE - WASHINGTON POST
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URE pracując w tym roku nad taryfami na gaz i energię na 2026 może dokonać bardziej przełomowych odkryć w matematyce niż najnowsze modele AI.
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🤖 Made with AI
First Squawk
@FirstSquawk22h
WSJ: Putin Suggests Three-Way Meeting With Trump and Xi in November to Negotiate End to Ukraine War
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bloomberg.com/news/articles/…

Zelenskyy Says Trump Is Pushing Ukraine to Capitulate to Russia

Ukrainian President Volodymyr Zelenskyy accused Donald Trump of trying to pressure Kyiv into surrendering to Russia, escalating a week-long row with the US president.

bloomberg.com
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wsj.com/video/how-chinese-fa…

How Chinese Farmers Stole Driscoll’s Secret to Growing Blueberries

Driscoll's executives went to China about 15 years ago with a goal of turning blueberries into the country’s next big food trend. By 2020, it was cranking out thousands of tons of blueberries for...

wsj.com
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Bartłomiej Sawicki@BartSawOct 16
Z raportu @NIKgovPL: 553 mln zł wydano na samo doradztwo dla @PEJ_PL ze względu na „braki kompetencyjne” w latach 2020 -2024 r. Spółka zapewnia, że od tamtego czasu braki kompetencyjne i kadrowe uzupełniła.
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bloomberg.com/news/articles/…

CoreWeave Bonds Tumble Into Distress, Drawing ‘Yikes’ From Musk

CoreWeave Inc.’s bonds have plunged to levels that typically indicate distress, in a swift move that has caught the attention of Silicon Valley leaders including Chamath Palihapitiya and Elon Musk.

bloomberg.com
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bloomberg.com/news/articles/…

Iran Escalates Attacks on Ships, Threatening Oil Export Recovery

Iranian attacks on ships crossing the Strait of Hormuz have surged, potentially threatening the recent recovery in Persian Gulf oil exports.

bloomberg.com
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Unfair value retweeted
Bloomberg
@businessOct 12
The head of the IMF warns of the disruptive threat from the AI "tsunami" to the labor market and taxation bloomberg.com/news/articles/…

IMF Chief Alarmed at ‘Slow-Moving Tsunami’ of AI for Jobs, Taxes

The head of the International Monetary Fund has warned of the disruptive threat from artificial intelligence to the labor market and taxation, urging policymakers to rethink education and act now to...

bloomberg.com
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Bloomberg
@businessOct 12
A circular funding model fanning the AI boom is drawing global cash — and reviving memories of the 2008 financial crisis bloomberg.com/news/features/…

AI’s Giant Money Loop Is Drawing Foreign Cash Like 2008

A circular funding model is accelerating the AI boom, but also amplifying imbalances — reviving memories of the global financial crisis

bloomberg.com
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The Trump/Putin deal gets worse. According to reports, the US was also offering $100 billion of frozen assets (that are in the custody of the EU) in exchange for a limited ceasefire. kyivpost.com/post/86720

US Proposes Economic Incentives to Russia for Limited Truce

Washington proposes unfreezing assets, a Lukoil deal, and potash relief, to entice Moscow into an energy or naval ceasefire.

kyivpost.com
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Bloomberg
@businessOct 10
The most likely long-term outcome of the AI boom will be massive capital destruction in the US, with market share going to cheaper open-source Chinese models, according to Jefferies. bloomberg.com/news/articles/…

Jefferies’ Chris Wood Sees ‘Massive Capital Destruction’ in AI

The most likely long-term outcome of the AI boom will be massive capital destruction in the US, with market share going to cheaper open-source Chinese models, according to Jefferies Financial Group...

bloomberg.com
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Unfair value
@UnfairValue1Jul 31
Zobaczycie jak po sprzedaży Żabki stopniowo zmieni się narracja w temacie ograniczeń czasowych sprzedaży alkoholu.
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Javier Blas
@JavierBlasOct 9
China is set to resume exports ‌of petroleum refined products after a brief halt during its Golden Week holiday, a move that will help ease tight global diesel, gasoline and jet fuel markets. reuters.com/business/energy/…

China to resume October fuel exports after holiday pause, sources say

China ​is set to resume October refined fuel exports after a brief halt during its Golden Week holiday, four traders ‌familiar with the matter said on Friday, a move that will help ease tight global...

reuters.com
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Financial Times
@FTOct 9
SoftBank seeks $100bn from Gulf investors to expand AI bet ft.trib.al/KDdJn2Q

SoftBank seeks $100bn from Gulf investors to expand AI bet

Founder and chief executive Masayoshi Son has held talks with senior figures in the UAE in recent weeks

ft.com
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bloomberg.com/news/articles/…

OpenAI Expects $70 Billion in Annualized Revenue by End of 2026

OpenAI is expecting to reach or exceed $70 billion in annualized revenue by the end of the year, according to people familiar with the matter, driven largely by growth in its enterprise business.

bloomberg.com
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blog.playstation.com/2026/10…

Critical Role joins Rockbeasts, launching January 2027

Matthew Mercer and Sam Riegel join the cast.

blog.playstation.com
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Australian data center company Firmus Grid Ltd. is set to postpone its initial public offering and is weighing a private funding round instead.
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