Praying for big red tech dildos tomorrow

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No clue. She had it all sitting in sgov so I picked 3 tech companies that looked good on paper and hadn’t had their AI run yet.

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Is anyone playing ARM Tech with me?

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"JUST IN: TACO invites Tim Cook, Sam Altman, Jensen Huang, & other tech leaders to the White House state dinner for China’s Xi Jinping." The meeting is on Thursday 24th September. Thats next week.

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ARM TECH

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>Batteries, suppliers, platform design, automation, scale, parts count, logistics and margins matter too. And those also cost more to manufacture here. I'm in a tech company making networking equipment. The cost to fab and assemble our prototype PCB in California is easily 4x the cost vs China. Labor cost accounts for a large portion of it. We managed to shave the difference down to 2.5x by doing the PCB fab in Taiwan. Cost difference like this percolate up the supply chain.

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There are partial Ponzi scemes and who knows when they end. Think about Tesla or Spcx. The other high valued Tech companies have real businesses, profits, etc.

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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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Holding my tech like I hold my hog

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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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