11-05-26 panasonic
I would expect an acceleration of job cuts in tech.
Fwiw AGI is here to stay, right now they must be discussing between them "humans stay or go?" LOL |
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11-05-26 panasonic
"so ma elvira has not won yet"
....no se salvo ni el gato. |
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11-05-26 victor
carib, i could also argue that, after the midterm results, there is even more pressure than before on the dt admin to fix vz and cuba..
they have 2 years..
if they don't, dems will win the trifecta in 2028. |
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11-05-26 victor
| carib, maria corina is NOT maga.. she has good friends on both parties. |
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11-05-26 Merlino
but if Rubio stays or quits.
......................
A done deal it seems...this may be one main reason behind weakness in veni bond prices |
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11-05-26 carib
| I think the main issue, concerning Veny, is not Maria elvira, but if Rubio stays or quits. |
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11-05-26 victor
pana, there could be a recount of fl-27, given how close it is..
so ma elvira has not won yet. |
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11-05-26 carib
A potential coalition led by Yashar chairman Gadi Eisenkot and including United Torah Judaism (UTJ) would hold 55 seats in the Knesset, falling short of the 61-seat majority needed to form a government. However, it would reduce Netanyahu's bloc to just 46 seats, potentially allowing Eisenkot to form a minority government with Ra'am and the Joint List abstaining.
JP |
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11-05-26 spal
Paraguay’s President Santiago Peña has RESIGNED following the central bank’s seizure of Ueno Bank.
The bank had close financial ties to the President, who previously held shares in its parent company.
===
How is it that nobody seems to be able to do their jobs these days! |
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11-05-26 panasonic
| Spal, yep and trying to get out of some private fund in a meltdown must be a nightmare. |
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11-05-26 carib
| PS: maybe Panas was right in starting to load UST when yields reached 5,6%. |
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11-05-26 carib
| Panas: I have been pessimistic on human nature for a very long while, sadly. |
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11-05-26 spal
| Some private credit fund or other will likely come undone now ... NASTY's fall has got to be starting to tear at their client base. |
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11-05-26 panasonic
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11-05-26 panasonic
| Vance is the godfather of ICE, guy has zero chance against pinkita. |
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11-05-26 panasonic
Carib, Savo..oops, did you join pessimistic pana?
I don't feel lonely now, not only you, have many friends that joined in past two days (nasty-daq included). |
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11-05-26 spal
| Yes - I am coming to that view also. He is mostly an empty shell looking for power for its own sake. |
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11-05-26 carib
Sorry SPAL, misunderstanding.
BTW: I think JD Vance is far worse than Trump. |
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11-05-26 spal
| Carib - since when did I say it was a good or a bad joke? It is called a slightly ironic subversion of expectations --- n'est pas? I liked the outcome (to be clear). |
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11-05-26 carib
spal: Margareth Thatcher and Golda Meir walk into a bar in heaven.
Any reasonable patron regretting they are not BoJo and Bibi?
|
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11-05-26 carib
Savo: true.. but Putin will never be made accountable for the tens of billions he stole.
A doubt Xi is personally corrupt to a large scale, but when you rule a large power, you do not need to steal..
People with brains and money are still arriving in europe and the USA from Russia and China for good reasons...
Let us not self destroy such good reasons.. |
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11-05-26 spal
A Black woman, an Indigenous woman, and a Latina walk into a bar.
The bartender says,
"What can I get you, Governors?” |
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11-05-26 savo
| irrespective of political opinions.... Putin and Xi are more reliable than any western politician facing the electorate every 2 years. |
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11-05-26 savo
Carib at his absolute best!
If you get elected with the promise to avoid wars, make life more affordable and strengthen the country... and then engage in wars you do not win, self destroy your existing alliances, make things less affordable with tariffs and destroy the credibility capital of the country, whilst enriching your family and cronies.. you can expect to be clobbered at the next election..
Hats off! |
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11-05-26 carib
Panas: Trump is way less reliable than Xi. But I would prefer a third option. MAGA became in practice MASA (make small again).
Concerning Musk.. when you enter politics, you should understand how that works in the first place. Making DOGE actually work would have helped republicans much more that throwing millions into the Paxton campaign. Getting good candidates instead of spineless crooks would also have helped.
If you get elected with the promise to avoid wars, make life more affordable and strengthen the country... and then engage in wars you do not win, self destroy your existing alliances, make things less affordable with tariffs and destroy the credibility capital of the country, whilst enriching your family and cronies.. you can expect to be clobbered at the next election.. |
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11-05-26 spal
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11-05-26 spal
NBIS
NEBIUS GROUP N V A A
119.62 (-15.47%)
Brace for impact |
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11-05-26 spal
| MU - off 10% today so far |
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11-05-26 spal
| Panas yes - NBIS looking lear like today. |
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11-05-26 panasonic
| Hyperscalers already in red, buckle up. |
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11-05-26 savo
If You Can’t Build It, Why Buy The Chips?
Goldman’s trading desk had the cleanest answer, describing “the clear rotation into hyperscalers with Semis being used as a source of funds.” The logic comes in two steps:
* “If compute is more scarce because you cannot build more capacity, you can sell it for at a higher price.”
* “If you cannot build more capacity, you are spending less, which in turn may lead to buying back stock again.”
In other words, a moratorium turns every data center already standing into a toll road, and the hyperscalers own most of the toll roads. Goldman’s top IG credit trader Kevin Boova made the same point from the bond side, seeing “pretty big supply/demand imbalances in compute... which should be a big positive for infrastructure already in place and thus the hypers.” Hyperscaler CDS duly tightened, even as data center CDS blew out to fresh 2026 highs. |
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11-05-26 panasonic
Carib, do you feel ok having Chinese total supremacy?
Me no, Musk did put his money where his mouth was, and admitted that game is over.
Hope we had more like him. |
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11-05-26 carib
Eisenkot secures support of 67 MKs, including Arab parties, while Netanyahu holds 46, UTJ abstains
Bibi out? |
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11-05-26 carib
| Panas: engaging in the wrong politics is never a solution. |
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11-05-26 panasonic
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11-05-26 panasonic
Carib, Musk engaged in politics bcz understands the tech gap between US and China is closing very fast.
Big winner of midterms is China, already moratorium on Data Centers is now a reality...China scored a big one.
Sadly things are playing out as me have been posting here, and believe me, I really really wanted to be wrong. |
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11-05-26 carib
Panas: it is most unwise, in my opinion, to be a big entrepreneur selling consumer goods and publicly engaging in extreme partisan political actions at the same time.
Musk is a genius, but Tesla loses market shares because the party Musk supports is against electric cars, because half of the customers object to Musk political views, and because now china produces better cars. Starlink was another excellent idea, in my opinion, but given its defence implications, it would be reasonable to nationalise the management of its satellites. |
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11-05-26 carib
| Panas: solar power energy today is dirty cheap.It is oil that is expensive. |
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11-05-26 panasonic
Vic, me found interesting that it was young people in TX that voted to eject Musk (against DT was a given).
Long story short, if they are worried AI will kill jobs, they are right, but kicking Musk puts TX as a hostile place to invest and only an ignorant believes AI is like a railroad, that needs physical rails in their area to expand. |
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11-05-26 panasonic
"btw, aoc won 78% of the vote!"
The "poors" factory is delivering :-(
|
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11-05-26 panasonic
"I guess the opposite might be more realistic"
Carib, indeed China quadrupled their power capacity in last 20 years.
One of the voters reasons to reject data centers is prices of energy, guess who blocked building more power plants, democrats!
Now they want to block data centers... |
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11-05-26 carib
| Victor: buy should "the west" be more efficient and fast than China in producing robots? I guess the opposite might be more realistic.. |
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11-05-26 victor
| pana, btw, aoc won 78% of the vote! |
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11-05-26 victor
pana, WS young people voted for data centers moratorium
//
i think they voted against dt..
and against musk, particularly in texas, where he lives. |
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11-05-26 panasonic
Savo, that could apply to private placements.
Privileges are not transferred when buyer taps open markets...tdy's sell-off is just a bunch of idiots with terrible timing. |
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11-05-26 panasonic
Vic, Musk is the only guy I would hear at this point abt. future roll of AI.
My playbook is much simpler, no default, no big bangs.
US young people voted for data centers moratorium; future belongs to them.
The most probable outcome, US replicates the EU model. |
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11-05-26 savo
pana.. carib... i think the coin was a bribe mechanism to have "access".
they made than money back and more with advanced info about DT's next post on social media.
Of course there were also the naîves... |
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11-04-26 victor
musk agreed with this post
//
Brivael Le Pogam
After DOGE, Elon came to a conclusion most people missed.
He tried to reform the state from the inside. He failed. And he said it plainly: the government can't fix its own deficit. Nobody in power actually wants to cut. The machine protects itself.
So he drew the only logical conclusion. If the state can't be reformed, there are only two ways this ends.
Either global bankruptcy. Debt keeps compounding, interest payments eat the budget, and the system collapses under its own weight.
Or robots. AI and robotics grow the economy so fast that the debt becomes manageable, and abundance makes the old fights over scarcity irrelevant.
Here's the part almost nobody sees.
For two centuries, capitalism has had a marketing problem. Its gains are real but slow and invisible. 2% growth a year doesn't feel like anything. Your life gets better over 30 years and you never connect it to the system that did it. Meanwhile, the left's promises feel immediate and concrete: a check, a subsidy, a benefit. That's why the left wins on promises even when it can't deliver them. Capitalism produces the wealth, socialism takes the credit.
Robots break that asymmetry.
When productivity doubles in a few years instead of a few decades, people will see it. Things get cheaper, services get better, opportunities appear, in real time. For the first time in history, people will connect capitalism and their rising standard of living directly, almost instantly. The causal chain becomes visible.
And that changes everything politically.
So there are two scenarios.
Scenario one: we stay in the current inertia. No breakthrough, or a breakthrough we regulate to death. The debt wins. Living standards stagnate, then fall. A frustrated electorate turns to whoever promises the most, and that pushes toward a hard collectivist left. But collectivism fails, as it always does. And when it fails, the most organized, most disciplined collectivist force left standing isn't the old left. It's radical Islamism. Bankruptcy, then communism, then something worse.
Scenario two: robots win. Abundance arrives, and it arrives visibly. The link between free enterprise and prosperity becomes obvious to everyone. And this is the key point: it becomes obvious to everyone, including the minorities the left was counting on. Because their long-term incentive is the same as everyone else's. A kid in the suburbs gains infinitely more from a booming, abundant West than from a bankrupt state handing out promises it can't keep. Abundance is the most powerful integration machine ever built.
That's the Western renaissance.
The West doesn't need to win the culture war by arguing. It needs to win it by delivering. And for the first time, it has the technology to deliver fast enough for people to notice.
The race isn't left vs right anymore. It's robots vs bankruptcy. |
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11-04-26 panasonic
| Why did investors wait till tdy to sell DT coin and media? Bunch of idiots? |
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11-04-26 carib
| Grifters selling to simpletons.. |
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11-04-26 savo
carib.. add Trump Coin.. down 97% sin inception...
https://www.tradingview.com/symbols/TRUMPUSD/
|
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11-04-26 carib
Democrats won a majority in the Texas House of Representatives, the Associated Press said Wednesday, following victories in the state’s races for governor, lieutenant governor and U.S. Senate.
I predicted Talarico would win.. but not this kind of landslide.. |
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11-04-26 carib
Trump media shares lost another 23% today.
94% down from the price some Trump minions paid for in in 2022.. |
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11-04-26 carib
Republican Rep. Thomas Massie (Ky.) has warned he will push for a vote on articles of impeachment against Hegseth when Congress reconvenes in Washington next week.
Sen. Tillis, who cast the pivotal vote to confirm Hegseth in January 2025, now says that vote is the “biggest regret of my career.”
Hegseth looks toast.. |
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11-04-26 carib
CBS reported on Wednesday that Trump had asked advisers whether he should fire defence secretary Pete Hegseth, a champion of the Iran war.
Loyalty is seen by DT as a one way street.. |
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11-04-26 carib
Trump minions are a mixture of grifters and simpletons, IMHO.
The grifters filled their pockets, and the simpletons got fooled (as deserved). It was a repeat of the Brexit scam.
The underlying causes of anger were true and real, but the proposed remedies were worse than the disease.
There is too much immigration, both in the UK and the USA, but the good remedy is making legal immigration of good people easier, and illegal immigration much more difficult, rather than exiting the EU or transforming ICE into a gang of thugs.Intelligently structuring trade with China is necessary, but tariffs are a very bad option. Billionaires should concentrate on making money and refrain from entering politics until they retire from business.
Hope is not dead, IMHO, because the rule you can trick a few people all the time, and everybody once, but you cannot trick everybody all the time apparently still stands. |
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11-04-26 panasonic
I compared prediction markets vs actual results in FL, overall results accurate, support of candidates far from their actual numbers.
Conclusion, won't work on close races. |
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11-04-26 panasonic
Savo, that's exactly the problem...
Voters know how far their money goes, inflation would be workable if paired with higher income, but that isn't the case.
Can the left generate better paid jobs? Petro answered that question "perdimos porque no tuvimos suficientes pobres".
So welcome to my pessimistic camp, and remember, I was the first to arrive. |
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11-04-26 savo
Voter's top themes:
1) Cost of life
2) Lack of well-paid jobs.
pana.. wasn't DT saying that under his watch the US economy is doing great...? |
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11-04-26 carib
| Trump appears to have chosen the "middle way". He actually has many interests but few ideals. He will have to spend the next two years negotiating with Dems, and planning for what will follow. |
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11-04-26 panasonic
| Precious metals finally an uptick. |
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11-04-26 panasonic
"Initial Overnight Crash"
Reversed once DT made the call to congratulate dems.
I played the call using my Robinhood account jeje. |
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11-04-26 spal
| Goldman FX research suggested larger Democratic margins filled with rural and red-district moderates may actually limit the influence of the party's progressive wing. |
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11-04-26 spal
Initial Overnight Crash: As election results rolled in, equity futures dropped sharply (Nasdaq 100 futures down 2.4%, S&P 500 futures down 1.4%) on fears of tech regulation, data center slowdowns, and debt-ceiling gridlock.
Morning-After Rally: Markets staged a 929-point rebound off the overnight lows, with S&P futures turning +1.0% and Dow futures rising 700 points. Gold surged past $4,020/oz, while 10-year Treasury yields settled around 4.93%. |
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11-04-26 panasonic
"what will happen now inside what is left of the GOP?"
GOP Senators/Congressmen will have to separate from DT's agenda and work for their voters.
My pessimistic view is about who will dominate in Dems primaries, but we'll have to wait till then. |
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11-04-26 panasonic
Vic, pissed off voters on every corner, thanks for giving some credit to Venezuelan voters, but seems that referendum results were nationwide.
Most people agree that orgy in borders was bad, method used to deport wrong.
Voter's top themes:
1) Cost of life
2) Lack of well-paid jobs.
California's "NO" to wealth taxes a positive long term. |
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11-04-26 carib
the big positive I see is that GOP defeat was utter and undisputable.
the big negative is we might be in for a long period of US infighting.. unless Trump suddenly becomes tame to save his skin and family from retribution. |
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11-04-26 savo
for once i agree with Krugman...
the odd thing is that the cabinet which should have advised the president against the tariffs and spending nonsense become a court of adulators. |
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11-04-26 carib
Krugman's comment:
The damage done over the last two years is incredible, and I don’t know how much of it can ever be repaired.
But there is, at last, hope. For last night America showed that it is still America.
|
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11-04-26 carib
| what will happen now inside what is left of the GOP? |
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11-04-26 victor
MISSISSIPPI !!!
//
🚨 MISSISSIPPI SENATE RACE: JUST 43 VOTES APART! 🇺🇸
With approximately 97% counted, Democrat Scott Colom reportedly leads Republican Cindy Hyde-Smith by just 43 votes.
A razor-thin contest in a traditionally Republican state. Every remaining ballot and affidavit could matter.
Republicans cannot afford to ignore this warning.
|
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11-04-26 victor
Elon Musk
Data centers in space looking pretty appealing right now |
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11-04-26 victor
| BREAKING: Abdul El-Sayed has officially won the US Senate race in Michigan. |
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11-04-26 victor
| Kansas' US Senate seat has flipped Democrat for the first time since 1932, ending a 94-year Republican winning streak in the state. |
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11-04-26 victor
spal, Meaning unpopular.
//
maybe for you.
for maga guys, polls are crooked, just like the press..
and dt is extremely popular. |
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11-04-26 spal
reflect how popular dt is/was.
===
Meaning unpopular.
|
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11-04-26 spal
| Vivek is a grifter - have you looked into his businesses. I did. |
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11-04-26 victor
spal, have you heard amy acton speak?
here she is..
vivek lost against her. :-))
https://x.com/EricLDaugh/status/2117822364390244396 |
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11-04-26 victor
cnn
With Josh Turek projected as the Iowa winner, Democrats are now in full control of the Senate majority. A remarkable night — and an early one at that. |
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11-04-26 victor
Trump's blame game underway in earnest: "If Greg Abbott, the Governor of Texas, hadn’t become a RINO in the last six months of his Political Life, he wouldn’t have lost."
|
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11-04-26 victor
|
11-04-26 victor
|
11-04-26 victor
| the senate is already D:50 - R:39 .. 5 flipped. |
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11-04-26 victor
spal, for maga supporters, i am pretty sure it was a big surprise.
the argument was that polls were biased and didn't reflect how popular dt is/was.
and vivek was dt' man.. no way he would lose.
//
Trump endorses Vivek Ramaswamy for Ohio governor, calls him 'special'
US President Donald Trump endorsed Vivek Ramaswamy in the race for governor of Ohio, showering praises on the Republican candidate as “young, strong and smart”.
|
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11-04-26 spal
| Interesting that copper (plice) is coming off. |
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11-04-26 spal
well, well, well..
===
Can't have been a surprise Vic? |
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11-04-26 victor
carib, paxton has lost in texas.. as well as abbott..
neither by a nose.
talarico 59%
hinojosa 57%
|
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11-04-26 victor
:-)))))
Donald J. Trump
I wasn’t on the Ballot and if I was, we would have won IN A LANDSLIDE! Thank you for your attention to this matter. President DONALD J. TRUMP |
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11-04-26 victor
well, well, well..
#BREAKING: Amy Acton defeats Vivek Ramaswamy in Ohio governor's race |
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11-04-26 victor
Los demócratas ganarán el control de la Cámara, proyecta CNN
El partido podrá impulsar una amplia agenda de supervisión al Gobierno de Trump
Hakeem Jeffries haría historia como el primer presidente de la Cámara de origen afroamericano
|
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11-04-26 victor
totally unexpected!!
south carolina senate seat won by the dems..
the loser is lindsey graham's sister.
//
#BREAKING: Darline Graham falls to Democrat Annie Andrews in stunning Senate GOP defeat |
|
11-04-26 victor
ma evira speaking right now.. good.
"le estan diciendo claramente al partido republicano: hay que cambiar el curso en economia e inmigracion."
https://www.youtube.com/watch?v=dGahKMpCqko
|
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11-04-26 victor
| ma elvira won.. by a nose. |
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11-04-26 victor
pana, "Pissed at her true, but most pissed can't vote."
//
apparently, pissed-off voters at the gop can and do vote.. including pissed-off venezuelan who are citizens.
maria elvira will likely win but also by a nose.. terible result.
2 years ago, ma elvira won 60% - 40%.
|
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11-04-26 victor
| anna paulina luna also winning by a nose. |
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11-04-26 victor
| byron donalds won by a nose. |
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11-04-26 victor
En estos momentos, las dos carreras que más nos tienen que importar en América Latina:
🔴 Maria Elvira Salazar - arriba por apenas 207 votos.
🔴 Mario Diaz-Balart - arriba por 2100 votos. |
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11-04-26 victor
debbie wasserman schultz has apparently destroyed her gop opponent..
with 94.79% in, she has 74.57%
while maria elvira is barely alive..
with 93.68& in, she has 50.04%
|
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