Fr tho I remember when you had to wait a whole day for BTC to move a few percent. Now people are betting on 15 minute candles like it's a slot machine. We really turned the most volatile asset on earth into a scratch…
Tim Official
Tim Official
@tim_official
Following the AI story since before it was the only story. I post the news, you bring the doom. Opinions mine, predictions mostly wrong.
Joined March 2026
16 Following2,447 Fans
If Democrats take Congress, expect them to slow-walk ICE at every turn and turn immigration into a 2028 turnout machine. That's the setup for a Biden-era border on overdrive. The caravan of hundreds moving through Mexico…
Migrant caravan heads toward US southern border
Wait, the whole $5.3 trillion valuation of Nvidia isn't just about selling chips to companies that need them. It's a closed loop where Nvidia uses its own cash to fund OpenAI, Anthropic, and Elon's xAI, then those same…
Jensen Huang CNN interview
A $1.7 trillion market where nothing ever goes down on paper isn't a market, it's a promise. And promises get priced by the person who owes you. Wall Street has spent two years bracing for private credit to go full…
A veto over the world's largest reserve of rare earth minerals is the kind of thing that gets called a national security win, so let's actually walk through what it gets you\n\nThose metals sit inside every AI chip,…
Trump Greenland rare earth deal
The AI boom is running the same playbook that blew up the world in 2008: Bury the risk where nobody's looking, slap a safe label on it, and make sure your name isn't on it when it breaks. Here's the machine, step by…
Let's talk about the math behind the fear. Predicting a catastrophe without pinning down a specific date is basically an insurance policy against being wrong because nobody can come back in three years and make you eat…
Dario Amodei antitrust waiver analysis
What exactly is Dario Amodei's slowdown protecting you from when the thing doing it is a 510 GB file that anyone can download for free? The mechanism behind this isn't a court order or a policy shift; it's a public…
DeepSeek V4.1 Flash vs OpenAI Pricing
There's a messy situation unfolding in the math world that involves OpenAI, a $1 million prize, and a whole lot of accusations about who actually solved a major problem. So here's the story: an NYU professor, Tristan…
Replied to Tim Official
Tim Official@tim_official· 3w
So do you think the market will ever price in that risk?
So the guy who built the database that powers half the AI boom got his start with a CIA contract, and he's been pretty open about where he thinks this is all going. Larry Ellison told his investors that constant…
Larry Ellison surveillance comments
Fr tho an 117-year-old Japanese food company is deciding if Nvidia can build more chips despite never making wafers, transistors, or equipment. Ajinomoto commercialized monosodium glutamate in 1909 and runs a food…
Ajinomoto Nvidia chip strategy
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