Zawarte treści nie są poradą inwestycyjną. Tylko prywatne opinie. No investment advice. Private views only
Poznań, Polska
Joined February 2019
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Average X Guy retweeted
*BIPARTISAN SENATE BILL COULD FAST-TRACK AI DATA CENTER EXPANSION AND POWER INFRASTRUCTURE, POTENTIALLY EASING MAJOR DEVELOPMENT BOTTLENECKS; VOTE POSSIBLE AS EARLY AS NEXT WEEK — THE VERGE
🇺🇸🇺🇸
Average X Guy retweeted
The Nasdaq traded at 60× forward P/E before the dot-com bust. Today, it’s at 17×, its cheapest in 4 years. Sure, whether earnings hold up is debatable. But this is a fear-driven drawdown, not a fundamentals-driven one. Enough with the lazy dot-com comparisons and fearmongering.
Average X Guy retweeted
The AI layoff gamble is backfiring.
Companies that rushed to replace workers with AI are now cleaning up the mess, per The Guardian.
Meta scaled back plans to cut staff and use more AI agents after employees spent growing time cleaning up the agents’ technical and security errors. It’s now rehiring managers.
Microsoft and McKinsey are limiting employee AI use as costs pile up.
Walmart workers say AI scheduling and task tools set impossible standards and generate false alerts.
The payoff isn’t showing up: 90% of executives say AI hasn’t yet boosted productivity at their companies, per an Atlanta Fed working paper.
Yet more than 112,000 US job cuts this year have cited AI, per Challenger, Gray & Christmas.
Average X Guy retweeted
BREAKING: JP Morgan stock, $JPM, falls after CNBC reports that Senate Democrats are preparing to investigate the bank's relationship with Jeffrey Epstein.
Average X Guy retweeted
"Democrat wins will slow data center construction and force tech to the negotiating table," per FORTUNE
Average X Guy retweeted
$DUOL +32% was the most obvious trade of the year
Democrats win house & senate -> half the country starts learning Spanish overnight
Average X Guy retweeted
Reasumując... @realDonaldTrump chciał zmienić reżim w Iranie a to reżim w Iranie zmienil @realDonaldTrump 😅
Average X Guy retweeted
Etapy przeżywania bessy przez posiadacza akcji
1. Zaprzeczenie – „to tylko korekta”
2. Złość – „ile to może spadać?!”
3. Targowanie się – „uśredniam, jest tanio.”
4. Smutek – „inwestowanie nie ma sensu, to kasyno, jebać…”
5. Akceptacja – czyli sprzedaż akcji na dnie bessy
Average X Guy retweeted
„Ważne, by nie zadzierać nosa
kiedy się przytrafi hossa
by gdy bessa znów nastanie
nie przepłakać jej w piżamie
Musi czasem się popieprzyć
żeby mogło się polepszyć
po to bywa czasem źle
by docenić, gdy dobrze jest
Raz z długami, raz na plusie
…
wszystko zmienne, nic na stałe”
