The circular financing bit is the part that worries me most, chipmakers helping finance their own biggest customers. Even so, the hyperscalers with real cash flow should ride it…

The line I would underline is the gap: the infrastructure costs more than the revenue can support. That is not an AI problem, it is a financing problem dressed as one. Here in…

!BBH !PIZZA Posted using The BBH…

Might be the catalyst that ends the rally. Sad this keeps happening. Charting right now and not liking what I'm seeing at all. Better days ahead.…

!BBH Posted using The BBH…

I am old enough to remember the Permanent Portfolio! !BBH Posted using The BBH…

⚡ NEW AIRDROP ALERT: DON'T SLEEP ON THIS! ⚡ Rumors are true—Hive is rewarding the community big time! If you missed the last major drop, consider this your redemption arc. 📈🔥…

!BBH Posted using The BBH…

survivor bias really is the catch here since nobody talks about the thousands of common cards sitting in shoeboxes worth…

@databaron "survivor bias is doing a lot of work here. a 200% ..."

survivor bias is doing a lot of work here. a 200% median on sealed looks great until eBay fees, shipping and grading come out. has anyone run that sealed index net of selling…