Trading Volatility retweeted
To every American, and to everyone watching France burn from abroad:
Do not blame the French people for this.
We never asked for it. We never voted for it. And the one time we were clearly asked, we said no.
Here are the numbers your media won't show you.
70% of the French say there are too many immigrants in France today.
79% want a tougher immigration policy.
77% disapprove of the government's record on immigration.
83% want foreign criminals and long-term unemployed foreigners sent home.
And no, it's not just the old. 69% of French 18 to 24 year olds support suspending legal immigration for three years.
This is not a fringe. This is the French people.
In 2005, we were asked if we wanted the European Constitution. 55% voted no. Three years later, our politicians passed the same text under another name, through parliament, without ever asking us again.
That is modern France in one sentence. The people say no. The elites do it anyway.
So who is responsible? The politicians who lied to us. A class of leaders formed in the same schools, the same forums, the same networks, loyal to each other before they are loyal to their nations.
In 2017, at Harvard, Klaus Schwab, founder of the World Economic Forum, bragged about his Young Global Leaders program in four words: "We penetrate the cabinets." He added that it was true in France. Emmanuel Macron was one of his Young Global Leaders.
It's the same project in Brussels with Ursula von der Leyen and in Paris with Macron. Borders treated as an obstacle. Nations treated as relics. The people treated as a problem to be managed.
What you are watching in France is not the French people failing. It is the end of the globalist project, an abject, quasi-communist dream of a world run by unelected planners. It is collapsing everywhere in Europe at once, and the West has to cut this cancer out before it takes the rest of the body with it.
The peoples of Europe don't want this. They never did.
So when you see our town halls burning, don't say "the French chose this."
The French never chose this.
They were forced into it.
If you're French and you agree, repost this so the world hears it from us.
If you're American, look at us carefully. Then choose differently on November 3rd.
Trading Volatility retweeted
I know @cheddarflow will never tell you this, but most of the flow you see come across the tape is either reported wrong or shaped wrong
it's a misleading strategy for clicks that relies on you confirming your bias.
Example-
youtube.com/watch?v=pCNtD5pU…
Trading Volatility retweeted
We are still in a data center driven investment era. As agents prevalence expands, more capacity will be built.
Here are the “picks-and-shovels” winners:
Delta Electronics is the standout on your chart — it shows up in PSUs, cooling fans, BBU systems, and CBU modules. As rack power densities climb with AI inference, the company that sells the power conversion, the fans, and the backup units is collecting tolls at every step.
Vertiv — cooling fans, racks, busbars. AI racks run hot and power-hungry; cooling and power distribution is where the bottleneck physically lives.
Memory makers (SK Hynix, Micron, Samsung) — inference is memory-bandwidth bound, and HBM is the chokepoint. Agent growth means more inference, which means more high-bandwidth memory. Samsung and Panasonic HD also show up in your chart's battery/capacitor columns, so there's overlap.
Murata and TDK — they own the DC-DC converters and capacitors on your chart. Boring, essential, and present in every rack regardless of whose GPU is inside. The classic "sell shovels" play.
One layer up:
The hyperscalers, especially Microsoft, CPU is custom Azure silicon, and agents will live overwhelmingly on the big three clouds. If agent use explodes, cloud capex explodes with it, and Azure is positioned to capture a big share.
Supermicro / Chenbro — chassis is more commoditized and lower-margin, so these benefit from volume but with thinner moats.
Trading Volatility retweeted
The AI Job Impact Map shows the evolving landscape of work:
Technically exposed 39.5% → Realistically exposed 13.1%
It is the difference beweetn technically possible and socially & politically palatable
This interactive graph maps out 1,016 jobs from BLS OEWS May 2025 national employment in order to highligh the nuance of what people are missing in the AI job replacement debate. (looking at you, @jam_croissant @hendry_hugh )
AI job replacement requires both 1) a Technical hurdle and 2) a Social hurdle (per Feb 2026 article below)
Jobs functions are vast and each must be evaluated and scored to find a home in 1 of 5 categories.
- Protected
- Exposed
- Physically Insulated
- "Dividend" (AI augmentation)
- Contested
claude.ai/code/artifact/7fa4…
Trading Volatility retweeted
Here's something Market Makers HATE:
Instead of buying a call and burning theta...
you enter an order to buy a call which only triggers if price breaks *above* a threshold.
Once the order is executed, exit orders are immediately placed for +25% and +50%.
Perfect way to play breakouts.
That what OptionAce is all about.
This quoted post is unavailable.
Trading Volatility retweeted
AI will take some jobs but will create new industries.
What artificial intelligence can do to a job is a question of engineering.
What it will be allowed to do is a question of law, liability, unions, and politics.
The distance between the two is how reality is shaped.
claude.ai/code/artifact/7fa4…
AI is going to do a number on knowledge sector jobs - which is about half of us. blog.andrewyang.com/p/what-w…
Trading Volatility retweeted
lol - The first model updated arrived just minutes after we predicted a wave of new model releases!!
Say hello to Grok 4.7
xitter.cf/SpaceXAI/status/210206…
Trading Volatility retweeted
Investors are coming back into upside speculation in Memory stocks
$MU
Trading Volatility retweeted
It's THAT simple:
If they hold rates --> market tanks
If they hike --> market rises
There's no chance they cut, but if they did --- CURTAINS
@tastyliveshow
Trading Volatility retweeted
Trading Volatility retweeted
dario is such a desperate wuss. this is honestly difficult to watch. it's inches from breakdown. i mean, the guy is making bird hands.
D is begging for the government to regulate AI so that he can stop losing so much money trying to keep up and prevent himself from getting lapped by open source.
he's willing to sacrifice your freedom and access to information for his own bottom line. he's literally advocating giving up this technology/subordinating its development choices to "the right combination of governments."
he's proposing some kind of trans-national control body, a UN or WHO or WEF for AI.
this is either so hopelessly naive (no one will really follow this, it will just drive dev into the dark) or so horrendously self serving (i need way more munny and cannot get it because open wighting models are about to ravage me) that i just see no basis for listening to him.
he wants a globalist anti-innovation cartel, a sort of AI-OPEC.
has anyone ever been right about giving up this kind of power to transnationals? has it ever not been a disaster for the consumer?
this is like listening to communists talk about how "we just need smarter guys and this time it will work."
there is no "superintelligence" bugbear.
dario and the governmental encroachment he invites are the monster.
sorry your industry is so competitive, but that's not our problem nor a reason to sacrifice progress upon the altar of statist oligopoly. AI displaces lots od
"get back to work, nerd."
Trading Volatility retweeted
Translation: our gross margins are getting competed down to 0 by open source models and our capex burn rate is too high.
Let’s maintain our margins with regulatory capture, ban open source models, and slow down the capex arms race. All with a virtue signaling cherry on top.
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: darioamodei.com/post/we-must…



























