@priorsconfirmed.bsky.social
Jjmcs 😭
November 24, 2025 at 2:37 PM
Jjmcs 😭
Bbgtv today
November 24, 2025 at 1:52 PM
Bbgtv today
Honestly UK savings rate is so high. Reeves should just jack up taxes. Eat the recession get the rate cuts and then enjoy the recovery during second half of labours term. Consumers sitting on money to spend but got nearly 6% on gilts earlier this year. prices to high. Rates too good for me to spend
November 21, 2025 at 8:42 AM
Honestly UK savings rate is so high. Reeves should just jack up taxes. Eat the recession get the rate cuts and then enjoy the recovery during second half of labours term. Consumers sitting on money to spend but got nearly 6% on gilts earlier this year. prices to high. Rates too good for me to spend
combined all scraping that I do to give slightly better view
November 18, 2025 at 12:33 PM
combined all scraping that I do to give slightly better view
gpu price data that i scrape showing that h100 prices have completely imploded............
November 18, 2025 at 12:19 PM
gpu price data that i scrape showing that h100 prices have completely imploded............
people have jumped into oracle as it levers itself up, its legacy buisnesses stall, it has massive capex spend to supply an cash burning unprofitable customer that can never afford it whilst that customer isnt even the best in its buisness..... absolutely mental
October 16, 2025 at 5:57 PM
people have jumped into oracle as it levers itself up, its legacy buisnesses stall, it has massive capex spend to supply an cash burning unprofitable customer that can never afford it whilst that customer isnt even the best in its buisness..... absolutely mental
Anotha one
October 16, 2025 at 5:05 PM
Anotha one
Spooky halloween stock market 👻.... what the gold doing
October 16, 2025 at 4:37 PM
Spooky halloween stock market 👻.... what the gold doing
gpu prices steadily falling, becoming more availble, data that I have scraped also shows more datacenteer gpu instances coming online and prices falling particularly for h200. this is all while oai s trying to gobble up all supply......
October 10, 2025 at 6:01 AM
gpu prices steadily falling, becoming more availble, data that I have scraped also shows more datacenteer gpu instances coming online and prices falling particularly for h200. this is all while oai s trying to gobble up all supply......
so whats the thought behind buying amd here. trading at nearly 7x 2029 sales and 2029 sales look like this..... utter insanity
October 8, 2025 at 6:00 PM
so whats the thought behind buying amd here. trading at nearly 7x 2029 sales and 2029 sales look like this..... utter insanity
It is a bubble
October 6, 2025 at 12:58 PM
It is a bubble
to make more money OAI will simply announce bigger and bigger deals each week and be rewarded with more stock. doesnt matter if they can actually pay, just that stock goes up. how is this just being accepted by market participants
October 6, 2025 at 11:56 AM
to make more money OAI will simply announce bigger and bigger deals each week and be rewarded with more stock. doesnt matter if they can actually pay, just that stock goes up. how is this just being accepted by market participants
$cat forward estimates. stock going straight vertical based on more datacenters further out in the future, this is just mental
October 6, 2025 at 11:33 AM
$cat forward estimates. stock going straight vertical based on more datacenters further out in the future, this is just mental
by the way xai is literally giving away their api for free. all token usage growth on openrouter driven by xai undercutting everyone else, pretty sure them and oai are spending the most on datacenters. this is like zirp VC freebies on steroids
September 29, 2025 at 10:32 AM
by the way xai is literally giving away their api for free. all token usage growth on openrouter driven by xai undercutting everyone else, pretty sure them and oai are spending the most on datacenters. this is like zirp VC freebies on steroids
Big news. 2 clowns in to talks to invest in new circus.
Surely not going to get more bubbly than this
Surely not going to get more bubbly than this
September 26, 2025 at 4:43 PM
Big news. 2 clowns in to talks to invest in new circus.
Surely not going to get more bubbly than this
Surely not going to get more bubbly than this
Factset fds ntm revs vs share price. This market is so strange
September 22, 2025 at 8:41 AM
Factset fds ntm revs vs share price. This market is so strange
google is over +20% on that court ruling last week but earnings esitmates havent even budged???????? whats going on, this is significantly more bubbly that 2021 and now everyone is exposed to it
September 16, 2025 at 11:05 AM
google is over +20% on that court ruling last week but earnings esitmates havent even budged???????? whats going on, this is significantly more bubbly that 2021 and now everyone is exposed to it
this is my favourite chart at the moment. oracle analyst estimates. entire valuaiton is based on what chatgpt will pay oracle for compute they cant afford, that doesnt exist and wont exist in time that is planned for 2029 💀pure insanity
September 16, 2025 at 7:01 AM
this is my favourite chart at the moment. oracle analyst estimates. entire valuaiton is based on what chatgpt will pay oracle for compute they cant afford, that doesnt exist and wont exist in time that is planned for 2029 💀pure insanity
Generational buying opportunity again praise king trump!
September 2, 2025 at 1:48 PM
Generational buying opportunity again praise king trump!
Entire short book red. I used to pray for times like this
August 29, 2025 at 1:42 PM
Entire short book red. I used to pray for times like this
Nvda will close flat today
August 28, 2025 at 6:05 AM
Nvda will close flat today
Isnt it insane our goverments are spending peoples tax money on stuff like this
August 25, 2025 at 4:42 AM
Isnt it insane our goverments are spending peoples tax money on stuff like this
cool chart 👍
August 21, 2025 at 6:52 AM
cool chart 👍