I mean...
Democrats have a huge incentive to nuke the economy here. It's all on Trump and will be for the next 2 years
Democrats have a huge incentive to nuke the economy here. It's all on Trump and will be for the next 2 years
0
0
0
64
Fundamentally the market will rally on the hope that the Dems will solve a shit load of problems
I think we will implode this time around when everyone realizes many of the problems are intractable
I think we will implode this time around when everyone realizes many of the problems are intractable
1
0
1
146
Esoteric Capital retweeted
I’m beginning to suspect you don’t really have any clue what you’re talking about and are just sort of autistic and on amphetamines. I still support but feeling glum
43
260
8,243
177,525
Esoteric Capital retweeted
A SECOND PLANE HAS HIT THE SEMIS TOWERS
*CITRINI OVERHAULS THEMATIC MODEL BOOK, CALLS PEAK IN AI INFRASTRUCTURE CAPEX
*CITRINI SAYS AI INFRASTRUCTURE ASYMMETRIC RISK HAS SHIFTED TO DOWNSIDE
*CITRINI EXPECTS HIGHER COSTS FOR US DATACENTERS AFTER DEMOCRATIC MIDTERM WINS
*CITRINI WARNS MACRO REGIME SHIFTING TOWARD LATE-CYCLE STAGFLATION TILTS
4
5
107
27,487
Esoteric Capital retweeted
Nasdaq is up over 2% with hyperscalers bright green. All of the money is rotating from semis into hyperscalers. Is the market pricing in a slower buildout of DCs?
Slower rate of building could swing hyperscalers back into FCF positive. Ultimately, they win.
Slower rate of building could swing hyperscalers back into FCF positive. Ultimately, they win.
33
16
281
34,996
Esoteric Capital retweeted
Semis now trade at their widest discount to SPX since 2018
23
109
938
114,537
Second thought:
Most bullish thing is Trump not challenging any elections or us having to deal with a bunch of bullshit like Israel and Brazil are related to tight elections being “stolen”
Most bullish thing is Trump not challenging any elections or us having to deal with a bunch of bullshit like Israel and Brazil are related to tight elections being “stolen”
My current over thinking take is that the ruling class needed to coopt the MAGA people to brute force in AI
Now, though, they need actual smart people in the room again since the genie is out of the bottle
0
0
0
70
My current over thinking take is that the ruling class needed to coopt the MAGA people to brute force in AI
Now, though, they need actual smart people in the room again since the genie is out of the bottle
Now, though, they need actual smart people in the room again since the genie is out of the bottle
0
0
0
103
Esoteric Capital retweeted
BREAKING: Leaked audio captures a call between Vivek and his campaign staff discussing the election results
553
7,455
100,680
6,882,961
Elon nuked the algo to help republicans lmfao it’s insanely obviously
How can you work @X and have a backbone?
How can you work @X and have a backbone?
0
0
1
52
Esoteric Capital retweeted
El-Sayed to 60 Minutes: "I'm talking to you, right? Even though I have misgivings about the people who run your whole station, all of CBS... all of the outside spending will have reached a third of a billion dollars just to beat me in a campaign."
78
1,472
8,658
420,241
