Pinned Tweet
How to confirm you are low trust: You voted for Trump by reasoning nothing he could do would be as bad as Harris.
Low trust people suffer enormous, internal reactions to fantasies, while ignoring or discounting actual information already on the table.
It's a form of tragedy.
Low trust people suffer enormous, internal reactions to fantasies, while ignoring or discounting actual information already on the table.
It's a form of tragedy.
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The Boston View retweeted
BAAJA shows the downside of single-issue advocacy. 350 million Americans will benefit from cheaper, cleaner, more reliable energy. Yet interest groups focus on how the bill affects their narrow issue, ignoring its broader benefits. The millions who stand to gain aren't heard.
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OK, this is a legit bullish development: Trump in last hour going full bore on getting the permitting bill passed. (imo this is a truly bi-partisan thing that is truly good for all).
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The Boston View retweeted
My biggest regret was not deleveraging in 2000 on the way down. There were plenty of chances. Nasdaq peaked in March, small caps got slaughtered after that, but mega techs kept marched, exactly like now. CSCO made ATH in August 2000. I had no macro sense and just kept buying the dip.
Rally days are over. Don't repeat what I did back then. Sell the rips.
Rally days are over. Don't repeat what I did back then. Sell the rips.
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The Boston View retweeted
Now imagine a scenario where @JensenHuang is removed as CEO or conveniently decides to "step down on his own."
Now imagine another scenario where Lori Huang becomes Jensen's ex-wife and pulls a MacKenzie Scott, relentlessly unloading shares and T-bagging long term holders with nonstop selling pressure.
You want to know how the technology sector goes from nearly 40% of the S&P 500 to just 25%?
This certainly looks like one way it could happen.
Now imagine another scenario where Lori Huang becomes Jensen's ex-wife and pulls a MacKenzie Scott, relentlessly unloading shares and T-bagging long term holders with nonstop selling pressure.
You want to know how the technology sector goes from nearly 40% of the S&P 500 to just 25%?
This certainly looks like one way it could happen.
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The Boston View retweeted
PS. I genuinely and sincerely see & feel & understand the possibility that the next 6 weeks could be some of the largest selling we've seen in the history of the united states stock market. This is the biggest double top on the QQQ I've ever witnessed or studied. I will plan all day tomorrow on how to protect and properly play this down side that we can / could get in the next 3-5 weeks.
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This is an over-read of the current permitting bill. Perhaps not an entirely wrong read for 2nd order effects. But yeah, a way, way over-read (especially the "fast-track AI data center" bit.
*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
🇺🇸🇺🇸
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The Boston View retweeted
I said at the time - and repeatedly since - that things changed in November 2025, that the pace sped up, and that we were on a new trajectory. There's no denying now that was true. So, for the record: things changed again in September 2026. We are on a new trajectory.
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The Boston View retweeted
Now that the election is over, Congress should get to work immediately to pass the bipartisan permitting reform bill. If we are to reindustrialize our nation and maintain technological supremacy, we must expand our infrastructure, especially energy. Now is the window.
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So here’s $NVDA at $190, a level deeply familiar to us long suffering holders.
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The Boston View retweeted
The voters have spoken, and I want to extend my congratulations to James Talarico on his election to the U.S. Senate. I look forward to meeting him and offering my assistance with his transition as he prepares to serve Texans in the U.S. Senate.
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The Boston View retweeted
It will be hilarious if a Blue Wave means Trump and all the moderate Democrats and Republicans work together to build more data centers while the fringe on both sides scream. 😂
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People who are lazy or have a low IQ, or both, pinned their expectations to the polling error pattern without taking care to notice that the entire polling industry and poll aggregators have been deeply troubled about that, and have worked tirelessly to correct it.
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The Boston View retweeted
Emergency model update happening shortly after this Times/Siena nuclear bomb.
I truly have no idea what it's going to do, because Democrats were already clearly favored in the Senate, but Times/Siena polls carry much more weight, and we don't have as much polling this year.
I truly have no idea what it's going to do, because Democrats were already clearly favored in the Senate, but Times/Siena polls carry much more weight, and we don't have as much polling this year.
NEWS: The last Senate polls of 2026 from NYT/Siena:
From me and @RuthIgielnik
nytimes.com/2026/11/01/us/…
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The Boston View retweeted
The final Times/Siena polls of the campaign find Democrats ahead in all seven of the states likeliest to decide the Senate
nytimes.com/2026/11/01/us/…
nytimes.com/2026/11/01/us/…
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This is exactly right. So, no matter that all the flags are pointing towards a GOP massacre, the "not so bad" outcome for the GOP (they lose the House, that's certain but maybe not the Senate) is very much on the table.
By my count, there are 9 Senate races within 4 points in polling averages. That means there’s a very small distance between an amazing night for Democrats and a crushing disappointment for them. Calibrate your expectations accordingly.
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Everyone has their explanation, here's mine. We are demographically very different now than we were in 1996. The ability of an aging society to embrace and be excited about tech revolutions is constrained. AI terrifies the money managers who govern retirement capital.
I don't think I have ever seen as many worries about something that goes this well.. It is in fact absolutely bizarre
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The Boston View retweeted
A lot of you on here never traded during the 1929 Depression and it shows.
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