ELON TUSK IS GOD

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Originally Posted by Tellafriend

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Originally Posted by Dan Druff

That's why it's a freeze rather than a firing. And once those non-competes expire, they'll just let those people go.

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the vip forum says it's more than that: and whats been revealed today is that its NOT just old fringe AI teams getting the axe, they are also letting a lot of the people they threw those insane packages at go.

idk, just making a casual observation that those nca are usually strictly construed.

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something ive seen is they will tie an nda to part of the severance package during the exit interview process. but i think the real point of the nda narrative is that maybe zuck just wanted to keep his competition from accessing that talent pool, and it was worth paying out like 5% of those TC packages to get tip the scales in his favor. needless to say im keeping an eye out for details.

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Originally Posted by Daly

I will also throw out one of my market platitudes..... in a Bull market we take the stairs up and the Elevator down.


Maybe this is the start of a new cycle but at this point its much more likely we just got off the elevator and start to climb the wall of worry.

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What's all the fuss about?

Bought some TSLA puts (expires in October) at 338 after the giant market jump today. Of course it is at 341 now, so starting in the hole. After many, many, many disastrous tries hoping this is the time doing options actually works, but so far not so good.

https://x.com/i/status/1959723781934710948

https://x.com/FirstSquawk/status/1959790364375871935

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Originally Posted by Tellafriend

https://x.com/i/status/1959723781934710948

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rember DJT and Vance were gonna "audit" Fort Knox... that quietly went away, i wonder why...??

https://x.com/Teslaconomics/status/1959836136765075847





this is a pitch perfect example of why elon is very much a king with no clothes.


hes a self professed engineer who just essentially bragged about not understanding risk assessment or quorum in one single post. both these logic models were the cornerstones of distributed computing and high availability solutions and have been day 1 lessons in the fields since 1997.

Vertiv - power and cooling data centers worldwide.

What do I do with a stock that went on to have a life without me? VRT is still fertile. We could still be happy together



Can we have another Trump dump like early April? I never even heard of VRT at the time. I’ll never ask for anything again

Oklo inc. ticker OKLO, is a company that is positioned very well to build these small nuclear reactor power centers for these AI and data centers... still not profitable and stock is up nearly 1000% in a 1 year period... i'm gonna throw about 1.2k to 1.5k at it and see if it sticks... thanks for the VRT suggestion many moons ago... still holding, wish i would of got on the PLTR train long ago like you suggested, price coming down though not sure when i will pull the trigger though ^^^^

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Originally Posted by Sanlmar

Vertiv - power and cooling data centers worldwide.

What do I do with a stock that went on to have a life without me? VRT is still fertile. We could still be happy together



Can we have another Trump dump like early April? I never even heard of VRT at the time. I’ll never ask for anything again

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blowing the 'who benefits from a vast AI datacenter initiative' inquiry is a black mark on my fiscal soul.

so little known fact; tiktok is being valued at 330bn and generates more revenue than meta.

we will see tomorrow, but this was cute from this perma-bear

https://x.com/leadlagreport/status/1960852178236588479

NVIDIA, $NVDA, reaffirms that it is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the US, an announcement it made initially on August 14





taiwan is cooked.

https://x.com/QTRResearch/status/1961137816768778565

Nvidia, $NVDA, has reported that a single customer accounted for 23% of its total quarterly revenue of $46.7 billion, per Bloomberg



at what point does someone raise a red flag about these guys propping up the global economy?

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Originally Posted by sonatine

Nvidia, $NVDA, has reported that a single customer accounted for 23% of its total quarterly revenue of $46.7 billion, per Bloomberg



at what point does someone raise a red flag about these guys propping up the global economy?

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lol hold the fuck up. 2 customers accounted for 44%.


https://pbs.twimg.com/media/GzY4Jlza...pg&name=medium

Gold poppin despite stronger dollar. Fine with me

Stocks selling but money not going to bonds. Yields rising. Folks buying dollars, metals and canned goods/guns

Definitely different but not surprising

Country978 gold medal trader

Housing prices doubling in 5 years? Bessent hinting a Curtis Yarvin style declaration of a national emergency in housing. Hmmm. Housing stocks giving it up cause of rising rates I guess.

The administration can’t inflate and simultaneously artificially control housing prices. Fighting yourself. I need to check in on Steve Eisman (Big Short)

Buy now pay later payday loans are hot. Klarna

What happened to self driving Elon? Oh, it’s robots now cause it’s easier story telling

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Originally Posted by Sanlmar

Gold poppin despite stronger dollar. Fine with me

Stocks selling but money not going to bonds. Yields rising. Folks buying dollars, metals and canned goods/guns

Definitely different but not surprising

Country978 gold medal trader

Housing prices doubling in 5 years? Bessent hinting a Curtis Yarvin style declaration of a national emergency in housing. Hmmm. Housing stocks giving it up cause of rising rates I guess.

The administration can’t inflate and simultaneously artificially control housing prices. Fighting yourself. I need to check in on Steve Eisman (Big Short)

Buy now pay later payday loans are hot. Klarna

What happened to self driving Elon? Oh, it’s robots now cause it’s easier story telling

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I had to do a double take with your reference to me because I never mentioned anything about trading metals then I realize its medal. Thanks but I'm taking a beating too. Even though I sold off my biggest winners I still have 20+ year holdings in GOOG and XLE that are being beaten down. I'm down to 45% equity holdings but even those losses add up fast.

Wife and I have a 15 year mortgage at 2.875% that was done about 12-13 years ago. Neither of us have car payments or cc debt so we can weather a storm but oh my if the poor people with no assets aren't frightened yet about their prospects they sure will be soon enough.

My car is the perfect example of why I'm well off (not wealthy). Its 11 years old and is pushing 340k. I can go out rn and get a new one to impress everyone but F that. Its making the trip to Florida in a few weeks. I'm wearing a shirt rn my sister got me at the good will like 10 years ago. I don't care what anyone thinks so I have no need to spend 10 cents on anything impractical. Aside from the mortgage I will not pay interest on anything ever again to anyone.

My kids haven't learned these lessons quite yet but sometimes I think maybe they're getting there. I've been living below my means for 30 years. Young people better take heed.