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Hey I’m actually not a real clown 🤡 If you think any of this is financial advice then YOU are the clown. I am an Anon!
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Publicaciones del Canal
| 2 |  The US says it will impose new tariffs of 10% to 12.5% on 60 countries, including Singapore, over forced labour concerns. https://str.sg/orPcW | 82 |
| 3 | Wow BTC still at 65??? | 125 |
| 4 | Brutal day in mags while semis and neoclouds are leading the recovery
Market is still in the short the spenders and long the beneficiaries regime | 145 |
| 5 | In other words, when bears show spreads going up and saying things that the market is punishing any further CAPEX by the spenders, that is TRUE.
but that is bullish neoclouds because 1: they get paid
2: they get to charge higher for longer
A lot of nuance! | 161 |
| 6 | Slowdown in AI capex build up that sustains the premium that neoclouds can charge in their GPU fleet actually closes the air gap that a lot of bears are rightfully concerned about | 161 |
| 7 | https://youtu.be/cmPdIzxhnfs
Yo AI music slaps | 142 |
| 8 | https://x.com/ConflictTR/status/2079806143464173806 | 132 |
| 9 | why is ZEC so weak days ahead of their upgrade | 151 |
| 10 | Listening to a lot of people talk about how a chain must cater to trenchers
Nigga who the fuck wanna serve that rando Japanese soldier stuck on an island that saw Godzilla that one time
Crypto is such an interesting asset class being reduced to memecoin speculation in the public opinion it’s so tragic | 153 |
| 11 | I think we go higher btw just to be clear | 162 |
| 12 | Where does the margin go if you are making the bear case that people will use non SOTA models?
If the SOTA labs are earning 85% margin for inference, and less people use it but total demand for compute remains the same (assume you don’t believe in Javons paradox) wouldn’t it make sense that margin flows down to the compute providers (I.e. neoclouds and hyper scalers?
Looks like market punishing ORCL is cleanest expression of the market lowering multiple on the value of such a business model (could also be punishing orcl for trying to acquire stupid things idk) | 167 |
| 13 | https://x.com/0xWenMoon/status/2079703020678283512
Nurgle daemon prince has a gf | 150 |
| 14 | sticker.webp | 166 |
| 15 | why does CRWV trade so much cheaper than NBIS | 161 |
| 16 |  kinda goated advice actually | 175 |
| 17 | bruh whats this...
https://www.channelnewsasia.com/singapore/dbs-ocbc-uob-bank-stocks-invest-6260561 | 123 |
| 18 | Network school going to kazak is nice
GREAT SUCCESS
VERY NICE
https://www.reddit.com/r/HistoricalCapsule/comments/1t01llw/in_2012_during_a_medal_ceremony_kuwait/ | 142 |
| 19 | https://x.com/jukan05/status/2079831926698078460 | 133 |
| 20 |  Market is overpricing rate hikes here | 143 |
