The anti hype portfolio for 25 $UBER - anti robot taxis $TEP or $CNXC- anti GenAI (Call Centers) $BABA - anti US exceptionalism $DG - anti Trump tarrifs $GDX or $SILJ - anti crypto plus, as @dailydirtnap said yesterday on Macro Dirt Podcast with @TgMacro, some cheap protection

@SimionAdvisory The possibility of being leaders on automatization with agentic ai orchestration

@AndreasSteno US will say were are just a museum to go on vacations No economy growth

@AyusoValue lol Germany must be really eager to do this the final goodbye to green economy dream

@HedgeyeComm Metaverse 2.0

Lehmann Bros Coin?

@David_Tracey looks like PATH

@value_invest12 @lionelwoodLLC Dont you prefer ASOS?

@Eighdy8 Jan 3

@TradingThomas3 LLMs are a commodity This is like saying that Cisco is not the only one that can build a router in 2000

First time i see @dampedspring and @jam_croissant agree about the direction from here... ps-both negative stocks

@AndreasSteno wow what change of tone between this morning and now Im glad

@HedgeyeComm 100% reminds me of covid I remember we already had the info for weeks

@krishnanrohit bullish, msft does not sell chips

@JulianMI2 Ok so you see it as an uncontrolled bear , not a rebalance to other parts

@CliffordSosin Its US culture, throw money at the problem Fed and GOV use the same strategy Its all short term

@MetacriticCap We didn't stop buying routers in 2000, but Cisco suffered

@David_Tracey and Europe and China

@AndreasSteno short term bad, long term wait and see You give market more time to create alternatives Lower processing power needed now so maybe you can do ot with less expensive chips