Dell will be added to the S&P 100 next Monday. Tomorrow is the time to place your bets

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Diet p isn’t as good as Coke Zero maybe when they get it right :P

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That's TPS and the P stands for penis.

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america has to subsidize neoclouds so that they can keep ordering chips from nvidia that sit in warehouses so that nvidia earnings can keep growing so that S&P doesn't collapse so that everyone in america doesnt lose their retirement money

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Rate hike can be “priced in.” What about the microstructure of the S&P?

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10 tech stocks = 40% of the S&P 500 S&P500 is 80% of the stock markets total value. Those 10 companies are 32% of the entire stock markets value.

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1.) 10 tech stocks = 40% of the S&P 500. 2.) These companies expect to receive $2.1 trillion from OpenAI and Anthropic. 3.) OpenAI and Anthropic are two of the most unprofitable companies in human history. They are hemorrhaging cash, and lost a staggering $32 billion last year. 4.) Chinese companies have introduced very competitive AI products to these companies at a tiny fraction of the cost. They are discounting tokens 97%. 5.) OpenAI and Anthropic have no path to profitability.

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Relevant: [https://www.instagram.com/p/DZGIrAOScMx/](https://www.instagram.com/p/DZGIrAOScMx/)

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Every study: Chart go up and right, S&P beats 99% for the past 100 years. Bears: Chart gon go down

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What’s that P word mean?

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