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dasv

@dasvee

reliable narrator, attempts at logic

Joined September 2009
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  • Followers3.9K
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Photo by dasv (@dasvee)Photo by dasv (@dasvee)Photo by dasv (@dasvee)Photo by dasv (@dasvee)Photo by dasv (@dasvee)Photo by dasv (@dasvee)Photo by dasv (@dasvee)Photo by dasv (@dasvee)Photo by dasv (@dasvee)Photo by dasv (@dasvee)
I wrote this track about Trump vs Biden earlier in the year after I heard the weird and crazy "God Made Trump" Truth Social ad...
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Poundland's private equity owners extracted £18.3m in 17 months, bought for £1. £8.6m interest, £3.8m store closure fees, £2.6m debt arrangement plus other fees. PE has £22.5m secured loan, will get paid first. HMRC owed £97m. Trade creditors owed £127m. news.sky.com/story/revealed-…
Revealed: Poundland owner's £18m bonanza from struggling discounter

Revealed: Poundland owner's £18m bonanza from struggling discounter

Gordon Brothers has been paid close to £20m since taking ownership of Poundland in June last year, according to a presentation made this week to the government, Sky News learns.

news.sky.com
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The real ones hated rapist Russell Brand before they even knew Here's Stewart Lee absolutely dragging Brand during his Big Brother days
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It looks like the intention was then to bankrupt Ms Berki. The judge had mentioned she had no money, but the order says:
Image from Dan Neidle (@DanNeidle)
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This is so wrong The reason “Trump didn’t steal the elections” is because we & the pro-voter coalition stopped him EIGHT times over the past 21 months Here’s how: a thread (1/x)
Image from Norm Eisen (@NormEisen)
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Image from dasv (@dasvee)
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genius
Singularity Research (@SingularityRes) profile pictureSingularity Research
@SingularityResNov 6
Leopold Aschenbrenner on how to 100X your money in AI. Rule 1: Don’t blow up. Rule 2: Sequence the right bets in the right order. That sequencing is what makes the difference.
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teapaw.org/0xamericanspiri/status…
Composability Kyle.hl (@0xamericanspiri) profile pictureComposability Kyle.hl
@0xamericanspiriNov 5
Ok it kind of seems obvious the 3rd time around.
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So no change there then. Thanks Andrew
Steven Swinford (@Steven_Swinford) profile pictureSteven Swinford
@Steven_SwinfordNov 6
Andrew Bailey, the governor of the Bank of England, highlights what the two different paths on Iran could mean for Britain ‘If we get no resolution of this problem in the Middle East and energy prices continue to be at the high level we have seen them then I think the probability of us having to increase interest rates at least once more is probably reasonably high ‘But if we get some really serious progress towards having a settlement of this conflict then I would be optimistic on where energy prices would start to love to, and then I think we would have to judge a different story on interest rates’
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Wondered if this would happen: dems could either embrace stock fall and say "yup no more data centres", or decide it's not worth triggering a recession and soft back pedal at least.
Options selling with Christian (@optionscjp) profile pictureOptions selling with Christian
@optionscjpNov 6
Ai stocks flying overnight after the interview from new Texas governor has her saying she does not hate data centers Let’s see if any sort of bounce can hold tomorrow.. Be nice to gain some of today’s loss back before the weekend
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From AI to Ayyyy Nvidia P/E drops to lowest in 10 years
Image from David Ingles (@DavidInglesTV)
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Leveraged ETFs should be illegal...globally
Ben Woodward, CFA (@BennettWoodman) profile pictureBen Woodward, CFA
@BennettWoodmanNov 5
Bloodbath in leveraged ETFs today—names down 25-40% in a single session. If you're holding these on margin, check your account: margin calls are almost certainly firing right now. 2X cuts both ways. 🔪
Image from Ben Woodward, CFA (@BennettWoodman)
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BREAKING: A mystery seller is trying to dump about $500 million in data center loans all at once, per Bloomberg, days after the midterms raised doubts about many projects. The anonymous seller is auctioning a dozen loans, including a $25 million piece of financing for a huge Stargate site in New Mexico, the joint project of OpenAI, SoftBank and Oracle. Oracle has already sent that site’s developer a force majeure notice, a legal claim that events beyond its control may excuse it from its obligations.
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I can’t shake the feeling that selling your high-beta tech stocks already down 40-70%, to buy low/no growth consumer names at 30-100x earnings…might not be so smart, either.
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wow. he is an actual psychopath.
Edward Dutton (@jollyheretic) profile pictureEdward Dutton
@jollyhereticNov 4
In 'My Booky Wook,' Brand admits to teaching his dog he couldn't come upstairs, enticing him upstairs, kicking him downstairs and then comforting him, for his own sadistic amusement. Childhood cruelty to animals is the sure sign of a psychopath.
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Image from dasv (@dasvee)
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looks like a capitulation on tech stocks. Severe falls
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I bought AINF (AI infrastructure) and SEMI (chip makers) ETFs today. Positioned so I can double+ size if I am wrong
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I understand Dems are going to block data centre builds but these stocks are already discounted for disappointment. There is some technical support at these levels. Could well be wrong hence have not gone big.
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...and of course they instantly plummet
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4.9% inflation. Sheesh. That'll be the +25% energy bills, diesel cost feeding into logistics, food.
Faisal Islam (@faisalislam) profile pictureFaisal Islam
@faisalislamNov 5
NEW Bank of England RAISES rates to 4% for first time in 3 years 8-1 vote (with 1 vote for 0.5% rise) Q3 GDP growth now forecast at 0.7% Inflation set for 4.9% in spring
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