@priorsconfirmed.bsky.social
Pinned
Another opinion I think most overlook: AI Right now is a big productivity detractor. Current productivity growth is from reduction in hiring and spending since the pandemic bubble. Actual AI spending is highly inefficient right now. The big productivity bump comes when the shitcos blow up.....
Insane this should be shut down by antitrust
#NVDA Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record -- CNBC
December 24, 2025 at 9:00 PM
Insane this should be shut down by antitrust
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Generative AI is going to pretty much completely displace search per se I think. Google just hopes you’ll access it through its existing interface.
I was in Jakarta recently talking to sins young people and one of them said “we don’t even use search anymore, we use Char GPT”. It’s good that we are having conversations about environmental impact in the West but there’s a generational shift in the global majority that needs attention
December 21, 2025 at 12:11 PM
Generative AI is going to pretty much completely displace search per se I think. Google just hopes you’ll access it through its existing interface.
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billionaire: i have 3 brains. in my skull
interviewer: incredible
interviewer: incredible
December 20, 2025 at 4:33 AM
billionaire: i have 3 brains. in my skull
interviewer: incredible
interviewer: incredible
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It's genuinely funny he's trying to pressure the health care industry into lower profit margins in this environment
December 19, 2025 at 8:14 PM
It's genuinely funny he's trying to pressure the health care industry into lower profit margins in this environment
Reposted
December 19, 2025 at 3:28 AM
cant wait for bloomberg guests who will go on tv and say micron is cheap becuase of forward pe
December 19, 2025 at 3:34 PM
cant wait for bloomberg guests who will go on tv and say micron is cheap becuase of forward pe
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OILFIELD SERVICE COMPANIES PIVOT TO DATA CENTRES AS DRILLING MARKET SLOWS – FT
December 18, 2025 at 5:23 AM
OILFIELD SERVICE COMPANIES PIVOT TO DATA CENTRES AS DRILLING MARKET SLOWS – FT
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India-listed RRP Semiconductor's stock surged 55,000%+ in the 20 months through Dec. 17, despite negative revenue; source: India's SEBI is examining the surge (Chiranjivi Chakraborty/Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
December 18, 2025 at 5:10 AM
India-listed RRP Semiconductor's stock surged 55,000%+ in the 20 months through Dec. 17, despite negative revenue; source: India's SEBI is examining the surge (Chiranjivi Chakraborty/Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
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this is wild — still growing
December 17, 2025 at 4:09 PM
this is wild — still growing
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"Even though our margins suck and incentives are sky-high, we know that underlying demand is strong and as interest rates moderate..."
Guys, what are you talking about.
Guys, what are you talking about.
December 17, 2025 at 4:09 PM
"Even though our margins suck and incentives are sky-high, we know that underlying demand is strong and as interest rates moderate..."
Guys, what are you talking about.
Guys, what are you talking about.
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What phase of the cycle are we at when Aswath Damodaran is buying Pokemon cards profgmedia.substack.com/p/is-this-th...
December 17, 2025 at 3:36 PM
What phase of the cycle are we at when Aswath Damodaran is buying Pokemon cards profgmedia.substack.com/p/is-this-th...
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taking data centres in space at all seriously shows how deep into this bubble we truly are. like they are never happening. what is wrong with people?
What happens if AI data centres slip the ‘surly bonds of earth’? ft.trib.al/Dn8jC1T | opinion
What happens if AI data centres slip the ‘surly bonds of earth’?
Outsourcing this infrastructure to space comes with a host of problems
ft.trib.al
December 17, 2025 at 5:45 AM
taking data centres in space at all seriously shows how deep into this bubble we truly are. like they are never happening. what is wrong with people?
Reposted
One has to admit that whatever is going on here, there is something truly astonishing about it
December 17, 2025 at 6:20 AM
One has to admit that whatever is going on here, there is something truly astonishing about it
Reposted
UK (NOV) RPI EX MORT INT.PAYMENTS (YOY) ACTUAL: 3.7% VS 4.2% PREVIOUS
December 17, 2025 at 7:08 AM
UK (NOV) RPI EX MORT INT.PAYMENTS (YOY) ACTUAL: 3.7% VS 4.2% PREVIOUS
Reposted
UK CPI for November undershoots expectations on headline, core and Services:
December 17, 2025 at 7:01 AM
UK CPI for November undershoots expectations on headline, core and Services:
Wow what an opportunity 😭
The cost-per-watt of compute for orbital solar data centers is $51.10/W vs. just $15.85/W for terrestrial sites; SpaceX is uniquely positioned to try orbital (Andrew McCalip)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
December 16, 2025 at 4:16 PM
Wow what an opportunity 😭
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Interesting background on Paul Doyle, who drove his car into the Liverpool parade www.thetimes.com/uk/crime/art...
December 16, 2025 at 4:03 PM
Interesting background on Paul Doyle, who drove his car into the Liverpool parade www.thetimes.com/uk/crime/art...
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Another datapoint for the argument that we are living through an increasingly ludicrous market bubble
December 16, 2025 at 11:53 AM
Another datapoint for the argument that we are living through an increasingly ludicrous market bubble
This is like something schizophrenic psych patients make....
TOM LEE: Markets may not bottom until fall 2026 @fundstrat $SPY
fsinsight.com/macro-...
fsinsight.com/macro-...
December 16, 2025 at 11:31 AM
This is like something schizophrenic psych patients make....
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Counterpoint Research has significantly revised down its forecast for next year’s smartphone shipments. The forecast was lowered from +0.45% to –2.1%. In addition, Counterpoint expects the global average selling price (ASP) of mobile phones to rise by 6.9% next year, reflecting
December 16, 2025 at 7:02 AM
Counterpoint Research has significantly revised down its forecast for next year’s smartphone shipments. The forecast was lowered from +0.45% to –2.1%. In addition, Counterpoint expects the global average selling price (ASP) of mobile phones to rise by 6.9% next year, reflecting
Reposted
CITI SETS 2026 S&P 500 TARGET AT 7,700, SEES AI AS KEY THEME.
December 15, 2025 at 1:13 PM
CITI SETS 2026 S&P 500 TARGET AT 7,700, SEES AI AS KEY THEME.
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A lot of 'Pirates of the Caribbean' stuff is going on this week US forces raid ship, seize cargo headed to Iran from China - WSJ. US Panel: Venezuela seized tanker tied to China. Iran seizes a foreign tanker carrying 6 million liters of smuggled diesel in the Gulf of Oman -
December 12, 2025 at 9:45 PM
A lot of 'Pirates of the Caribbean' stuff is going on this week US forces raid ship, seize cargo headed to Iran from China - WSJ. US Panel: Venezuela seized tanker tied to China. Iran seizes a foreign tanker carrying 6 million liters of smuggled diesel in the Gulf of Oman -
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Bloody hell, the SEC’s Caroline Crenshaw is not leaving the organisation quietly.
She says there is a “rapacious” appetite to deregulate, and warns that “the darkest depths of winter still lie ahead for America’s capital markets”. www.ft.com/content/7027...
She says there is a “rapacious” appetite to deregulate, and warns that “the darkest depths of winter still lie ahead for America’s capital markets”. www.ft.com/content/7027...
December 12, 2025 at 10:30 AM
Bloody hell, the SEC’s Caroline Crenshaw is not leaving the organisation quietly.
She says there is a “rapacious” appetite to deregulate, and warns that “the darkest depths of winter still lie ahead for America’s capital markets”. www.ft.com/content/7027...
She says there is a “rapacious” appetite to deregulate, and warns that “the darkest depths of winter still lie ahead for America’s capital markets”. www.ft.com/content/7027...
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Zero.
Price matters, history rhymes—get diversified. Not advice—but I share what I’m thinking and doing.
Price matters, history rhymes—get diversified. Not advice—but I share what I’m thinking and doing.
December 12, 2025 at 3:27 AM
Zero.
Price matters, history rhymes—get diversified. Not advice—but I share what I’m thinking and doing.
Price matters, history rhymes—get diversified. Not advice—but I share what I’m thinking and doing.
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Nationally, housing inventory should return to 2017 levels in 2026 according to Compass, and I agree. There’s just no longer a shortage of housing at a national level: youtu.be/ApB4v5T8pgw?...
December 11, 2025 at 10:14 PM
Nationally, housing inventory should return to 2017 levels in 2026 according to Compass, and I agree. There’s just no longer a shortage of housing at a national level: youtu.be/ApB4v5T8pgw?...