Sandyboy
Sandyboy
I only live on weekends
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There is low profit visibility in the whole damn race. Imagine your 20 dollar subscription to Claude or ChatGPT but the company is actually spending 100 USD for the compute you are making.
The circular investment is off the books so please give us figures which include that
Why does it remain unclear? It's a follow up of earlier post where he wants to rename AI
Trump: Will delete 'Supreme Intelligence' and let public vote
Nice write up. But you did not take the second order and third order to its logical conclusion. You mention yield. So I am looking at TLT plays and also the refiners market where the real money is in Diesel and other derived products.
@Isleigh:$100 Oil: Don’t Just Buy Energy. Trade the Second-Order Winners and Losers.
$NOW 20260925 115.0 PUT$ Closed at profit 
$VIX 20260916 20.0 CALL$ Lost on vix was for FOMC
$IBM(IBM)$ Dividend reinvestment builds slowly
$Microsoft(MSFT)$ Dividend reinvestment builds slowly
$Applied Materials(AMAT)$ Dividend reinvesting helps slowly

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