DawnSong
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westernbirding.com
DawnSong
@westernbirding.com
2.3K followers 520 following 3.1K posts
Birding, photography, ethology, ecology, evolution, & ornithology enthusiast. Hiking, Nordic walking, ERG rowing, pool running. + stocks/Economy
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westernbirding.com
That time when…

I saw my first Turnstone but was still bird challenged and didn’t know it 🪶 📷 #wildlife #nature
December 18, 2025 at 1:33 PM
westernbirding.com
Still feels like a 200dma kiss coming but it may take awhile given the MU guide
Nasdaq chart
December 17, 2025 at 9:26 PM
westernbirding.com
That time when…

We found more beetles enjoying a dung meal maybe somewhere in socal 🪲📷 #wildlife #nature
December 17, 2025 at 1:57 PM
westernbirding.com
That time when…

We found a beetle rolling dung across the California desert. 📷 #Wildlife #nature
December 17, 2025 at 12:15 AM
westernbirding.com
A female (Anna’s I think) is back. When will nest building start? Am I anxious or what lol
🪶 📷 #Wildlife #nature #iphone
Female Anna’s hummingbird visiting the feeder. Taken with iPhone through a dirty window.
December 16, 2025 at 8:31 PM
westernbirding.com
Omg oil 😱
Oil futures shitting the bed. Some oil companies not gonna be happy. #bankruptHamm
December 16, 2025 at 6:19 PM
westernbirding.com
🎶 Your nonsense makes sense
You're speaking my language
When life gets hectic
You're all that I need
On late nights, in hard times
I love that your weirdness matches mine
I always find
You just make sense to me🎶
🪶 📷 #Wildlife #nature
Cormorant showing off his blue gular
December 16, 2025 at 3:35 PM
westernbirding.com
Sinking in the sink.
Tire tracks through the sink with Fonts point way in distance Big ruts in road from jeeps driving through the mud The sink is salty 🙂
December 13, 2025 at 4:36 PM
westernbirding.com
🎶Morning has broken, like the first mornin🎶
Sunrise behind Tamarisks
December 12, 2025 at 2:17 PM
westernbirding.com
Silver and gold, silver and gold,oh
Silver futures booming Gold futures booming
December 11, 2025 at 6:46 PM
westernbirding.com
Oh boy
Nasdaq futures down -$327.25
December 11, 2025 at 3:45 AM
westernbirding.com
Iphone pic of the cold moon
Cold moon rising over desert mountains with some plants and trees in foreground. Sky is pinkish orange fading to blue
December 5, 2025 at 7:26 PM
westernbirding.com
Was a nice moon. Tried to take with an iphone but 🤷🏻‍♀️
Cold moon rising over desert mountains
December 5, 2025 at 4:20 AM
westernbirding.com
🍿🍿🍿
BURRY WARNS AI BUBBLE MAY UNRAVEL SOON Michael Burry says the Al boom could burst within two years, echoing the dot-com era when stocks peaked long before tech spending did. On Michael Lewis's podcast, he argued that many hyped Al companies — including Palantir — are mostly doing "consulting," making their valuations hard to justify. Burry expects a broad, drawn-out market decline because passive index funds are heavily concentrated in Al names. He advises selling overheated stocks and prefers health-care shares, which he says are "out of favor." He also criticized Bitcoin as worthless and tied to criminal activity, calling it "the tulip bulb of our time."
December 4, 2025 at 4:56 AM
westernbirding.com
December 1, 2025 at 4:54 PM
westernbirding.com
The tariffs required to raise $2.5 trillion per year would be substantial, likely resulting in a very high average tariff rate on U.S. imports. Here is a breakdown based on analysis of current and proposed tariff policies: 1. The Estimated Tariff Rate To estimate the required rate, you can look at the total value of U.S. imports. * Total U.S. Imports (2024): The total value of U.S. imports of goods and services in 2024 was about $4.14 trillion, with imports of goods around $3.3 trillion to $3.4 trillion. Tariffs are typically applied to goods, not services. * Simple Calculation (Goods Imports): If you apply a single, universal tariff rate (\tau) on the \approx\$3.3 trillion in goods imports (I), the total revenue (R) would be R = \tau \times I. * To find the rate (\tau): \tau = \frac{R}{I} * * Result: This simplified calculation suggests a universal tariff rate of approximately 76% on all U.S. goods imports would be needed to raise $2.5 trillion per year.
November 28, 2025 at 1:39 PM
westernbirding.com
Time for 60k hats
Dow back to boom mode
November 25, 2025 at 8:19 PM
westernbirding.com
Anna’s hummingbird watching me work. 🪶 📷 #Wildlife #nature
#iphone through a dirty window
Anna’s hummingbird sitting on a feeder watching me work. Taken with iPhone through a dirty window
November 21, 2025 at 5:10 PM
westernbirding.com
Or the opposite will happen. But I would shed no tears for the three evil companies, ORCL,PLTR,TSLA, to reprice
November 21, 2025 at 4:31 PM
westernbirding.com
Did he say that before or after futures started bouncing? At some point in the next year, I’d expect it to fall back in the channel.
November 21, 2025 at 1:59 PM
westernbirding.com
Engulfing 😱😱😱
November 20, 2025 at 8:54 PM
westernbirding.com
Color me skeptical they won’t need lots of water for cooling
Data server farm proposed near California’s Salton Sea The first major development in Imperial County’s vaunted but stalled Lithium Valley may have nothing to do with lithium. Instead, a massive data server farm could replace hay fields on a 315-acre patch along Highway 111 at West Sinclair Road, the “gateway” to the proposed industrial zone in the Southern California desert. CalETHOS president and chief operating officer Joel Stone told The Desert Sun that the publicly traded start-up aims to break ground on a 200,000-square-foot data center by 2026. … Data centers, the physical backbone of the Internet, are notorious for using huge amounts of water and often polluting electricity. That concerns some in a county dependent on the dwindling Colorado River for all its water. … But Stone said they want to build a cutting-edge campus that uses the geothermal reserve for clean power and will require little water.
November 16, 2025 at 4:14 PM
westernbirding.com
🎶 Just another tequila sunrise”

📷 #nature #iphone
Partial rainbow jutting out of the red glow of the sunlit mountains and into the clouds Mountains glowing red in the morning sun kissed by pinkish grey clouds
November 16, 2025 at 3:17 PM
westernbirding.com
👀👀👀

“AI isn’t a bubble”

www.brownstoneresearch.com/bleeding-edg...
At an analyst day earlier this week, AMD CEO Lisa Su forecast 35% annual revenue growth for the next three to five years... and 80% average annual growth in Al data-center sales alone. Su said the hyperscalers that once expected a spending plateau are now accelerating investment. "It's not going to level off," she said. Meanwhile, Cisco Systems (CSCO) just beat estimates and raised guidance. It cited surging demand for secure networking "as customers move quickly to unlock the potential of Al." Every signal points in the same direction. Al spending is accelerating. The Bottom Line We're witnessing the strongest earnings momentum of the Al era. From hyperscalers to semiconductor suppliers, the data shows the same pattern - rising revenue, expanding guidance, and growing capital commitments. Yes, the Nasdaq 100 is up nearly 50% in the past seven months. That pace won't last forever. But the underlying trend is durable. The Al buildout will span years, not quarters. Al isn't a bubble. It's the backbone of the next industrial expansion. And every earnings season confirms it.
November 16, 2025 at 3:08 PM
westernbirding.com
Lol I got behinds, lots of behinds lol 🪶 📷 #wildlife #nature
Sandhill crane walking away from me Sandhill crane walking away from me
November 14, 2025 at 10:16 PM