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Consciousness stream - Not Advice - https://teapawt.net/t.co/5bFJ9BTzgx - ✌️❤️

Joined July 2012
Photo by faizmemon (@_faizmemon_)Photo by faizmemon (@_faizmemon_)Photo by faizmemon (@_faizmemon_)Photo by faizmemon (@_faizmemon_)Photo by faizmemon (@_faizmemon_)Photo by faizmemon (@_faizmemon_)Photo by faizmemon (@_faizmemon_)Photo by faizmemon (@_faizmemon_)Photo by faizmemon (@_faizmemon_)Photo by faizmemon (@_faizmemon_)
Newest addition to the "Charts you won't find in a Newsletter" file...
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As you get older, you realize how rare it is to still have a circle of close friends that you've seen grow throughout the years, people who saw you make mistakes and still chose to stick around, people who were around both during your ups and your downs, people who were not interested in games of money and status and who chose your company with no hidden agenda; and in retrospect, these lifelong connections are extremely rare, and if you are lucky to have people you would love to still have in your life several decades from now, don't take them for granted, keep investing in these relationships, you will look back one day and realize that these bonds have made your whole journey so much more fun, meaningful, and rich.
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Had early access to Gemini 4 Argon - so I asked for slides on the AI power bottleneck. It synthesized 8 years of 10-K filings, FERC queue data across all 6 US grid operators, 17 gigawatt cluster buildouts, and a decade of GPU thermal specs. And I got this interactive deck 🤯
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Do not be a fool and consistently remind people of how much you have done for them. It is a humiliation ritual because it is a constant reminder of their weakness. People are prideful and generally do not like being indebted, and can breed resentment. Give either because the relationship justifies it, or be absolutely clear that something in return is expected in the future. If your favors are with invoices, you shouldn't expect gratitude.
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faizmemon retweeted
Your friendly reminder that the Fed hiked 3 times in 1999 and NDX did +51% *after* the first hike Oh and the 10-year went from 4.7% to 6.5% that same calendar year
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faizmemon retweeted
What is important is not so much how long you live as whether you live a meaningful life. This doesn’t mean accumulating money and fame, but being of service to your fellow human beings. It means helping others if you can, but even if you can’t do that, at least not harming them.
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Want to go out on a limb: in 10 years people will be cranky that there aren't enough data centers in poor or minority communities
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faizmemon retweeted
Virginia has 663 data centers. Thirteen percent of every data center on earth. Residential power there costs 15.94 cents a kilowatt hour. The national average is 17.24. The state with the most data centers has cheaper electricity than the states with none.
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faizmemon retweeted
The most retarded thing doomers ever thought of is "The economy is fake, the government is going to print more money, therefore I'm BEARISH ON STOCKS"
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"The world changes. This is the biggest problem in markets." - Bill Miller
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Calvin’s got better things to do this weekend🤣. What are your weekend plans? #CalvinandHobbes
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A picture is a 1000 words, in this case 2 graphs. #US vs #China GDP vs M2 Guess which one has capital controls?
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Omg, permabear Jeremy Grantham and Joe Kernen went AT IT on CNBC today. Must watch TV. Even got Jeremy to say bullshit on live tv lol. But good on Joe for calling him out.
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faizmemon retweeted
Foreign holdings of U.S. stocks have only kept rising since we first started hearing about the 'sell America' trade last year
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faizmemon retweeted
Samuel Adams, he knew
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if @elonmusk paid 100% of his net worth ($1.4 trillion) as a tax it would only cover federal government spending for 77 days. this isn’t a tax problem…
If Elon Musk paid my ultra-millionaire wealth tax, we could pay for child care for all three and four year olds in America.
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Ah yes, it's the AI bubble. Where half of the supposed financial geniuses are still bearish.
'This week’s release of the American Association of Individual Investors survey resulted in 30.4% of respondents reporting bullish sentiment, tied for the lowest level of bullishness this year (tied with the March 19th release). Not only that, but the percentage of respondents reporting bearish sentiment ticked up to 47.7%, the highest since April 2nd.' @bespokeinvest
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