Signal over noise for business & finance. Movers & Market insights Curated company lists for investors β€’ sales β€’ research on disfold.com. Excel data packs ↓

Joined March 2014
9,209 Photos and videos
Looks like a cycle break
BREAKING 🚨: Bitcoin $BTC TimberrrrrrrrrrrrrrrrrπŸ“‰πŸ“‰
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Disfold πŸ“Š retweeted
The most costly trade of the last 12 months was investing in crypto over AI. Will that change?
It's official. MicroStrategy, $MSTR, is now facing its biggest unrealized loss in history, at -$10.8 billion. In other words, after 6 years of buying Bitcoin, the company is now down -17% on its position. By comparison, the S&P 500 is up 116% over this same timeframe. Since MicroStrategy sold 32 Bitcoin at $77,135 per coin, their positions has lost -$11.8 billion in value. This puts MicroStrategy's stock, $MSTR, down -77% since its record high. Bear market is an understatement.
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That doesn’t look so good
Google, Amazon, Microsoft and META are burning hundreds of billions of dollars to build data centers with assets that will be worthless in 3 to 5 years. Apple just licensed Google's Ai for $1 billion and is making profits via their eco-system. Apple is winning the Ai race.
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Uncanny, almost feels like it was someone who knew what was going to happen.
BREAKING: Just five minutes before Trump's announcement to halt the attacks on Iran, massive trades reportedly hit the market. In one move, $1.5 billion in S&P 500 (ES) futures was bought while $192 million in oil (CL) futures was sold. These orders were 4–6x larger than anything else at the time. The trader seemingly made huge gains. Unusual.
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It seems that the crash from the US vs Iran war is not quite as deep as for Russia vs Ukraine war of 2022. Care to explain?
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Might be true.
πŸš¨πŸ‡¨πŸ‡³πŸ‡ΊπŸ‡ΈBREAKING: China has large advantage in AI over the US due to having significantly more power generation, says People's Daily.
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The market seems to be quite resistant to wars and oil shocks. What would it take to choke the bulls?
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Beautiful flip back in the green of the US stock market yesterday. Investors are not afraid of another war anymore. It’s just a slow Monday by now.
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It needs robots first. Give it 2-3 years
20 JOBS AI CANNOT FULLY REPLACE: 1. Electrician 2. Plumber 3. AC / HVAC technician 4. Mechanic 5. Construction site supervisor 6. Nurse 7. Surgeon 8. Dentist 9. Physiotherapist 10. Firefighter 11. Police officer 12. Salesperson (high value sales) 13. Business owner 14. Negotiator 15. Chef 16. Restaurant manager 17. School teacher (young children) 18. Fitness trainer 19. Event manager 20. Warehouse operations supervisor AI will change how work gets done. It will speed things up, remove repetitive tasks, and improve decision making. But it cannot replace hands-on skill, on-ground judgment, or human trust. These jobs will evolve with AI. They are built in the real world. And the real world still needs people.
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Huge if true.
🚨CHINA WILL LAUNCH WORLD'S 1ST 'PREGNANCY ROBOT' IN 2026 CAPABLE OF GIVING BIRTH TO A LIVE BABY
Community note
The claim that China will launch a "pregnancy robot" in 2026 is a debunked hoax from 2025. No such company (Kaiwa Technology) or project exists; images are AI-generated. Artificial womb tech is limited to premature infant support in labs. snopes.com/news/2025/08/1… livescience.com/health/fertili… futurism.com/publications-f…
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Disfold πŸ“Š retweeted
Spam is free. Your attention isn't. Turn your inbox into a paid channel. For humans and AI agents. Create your free account and get money instead of spam Moltgate.com
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Invest accordingly!
Feb 21
Elon Musk just identified the next crisis in AI. It’s not a shortage. It’s an unusable surplus. Musk: β€œBy the end of this year, chip production will outpace the ability to turn chips on.” For three years the world was starved for silicon. Every lab, every government, every company racing to secure the chips that determine who wins the AI era. That bottleneck is ending. A new one is replacing it. Musk: β€œThe chips are going to be piling up and not be able to be turned on.” Billions of dollars of the most advanced AI hardware ever built. Sitting dark. Not because the chips don’t work. Because there isn’t enough electricity to run them. You can’t print a power plant the way you print a chip. The fabrication plants scaled. The grid didn’t. And now the most valuable hardware in history is about to hit a wall that no amount of capital can instantly solve. Compute is about to become abundant. Electricity is about to become the most valuable commodity on earth. Three years obsessing over silicon yields. Physics doesn’t care about your chip architecture if your data center can’t pull enough megawatts. The war isn’t about who can manufacture the most silicon anymore. It’s about who has the raw power to plug it in. Whoever solves energy first doesn’t just win. They own the infrastructure everyone else needs to compete. The losers stack useless chips in warehouses waiting for power that never arrives. We built a trillion dollar engine and forgot the fuel. That’s the AI race right now.
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Raise your hand if you’re red-pilled! πŸ™‹πŸ»β€β™‚οΈ
your timeline convinced you AI is in a bubble. talk to a boomer above the age 35 for 5 minutes. most people don’t even know what claude is.​​​​​​​​​​​​​​​​ kind of wild when you zoom out.
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Will the revelation of the existence of aliens make the market crash?
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And we’re ready to ride!
🚨 X is integrating stock and crypto trading directly into user feeds through "Smart Cashtags." When you see $BTC or any ticker symbol, you'll be able to tap it and trade instantly without leaving the app. This is exactly the kind of product innovation that makes X more useful than just another social media platform. Elon is really building the everything app. Source: @nikitabier
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That’s the #1 risk for the AI bubble.
Here is why the AI bubble will implode. China is using a totally different approach to AI: - open source, mass scale, cheap The West approach to AI? - close source, private, profit driven China will mass produce AI and export it everywhere, like their products. This will be a race to the bottom where the West can't compete. With that, the inflated AI valuations in the West and their stock market will crash. Current Chinese AI is on par with the best in the West, but 8x cheaper and open source. Sounds a bit like using stablecoins vs USD transfers via SWIFT. It's a no brainer.
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Awesome UI.
if this is the future of trading, yea, we’re cooked.
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Slightly off the grid for a few days
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No one who makes any crypto prediction has any clue. They’re just pumping their bags, and hope for the market to prove them right. Sometimes the market kicks them in the teeth.
BREAKING: MicroStrategy's, $MSTR, Bitcoin position officially turns red as Bitcoin falls below $76,000.
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It’s not really adding up with the stock near ATH If there is any issue with self-driving and/or optimus, there could be a major crash
$TSLA financial trajectory update as of end of 2025: Operating income: 2022 - $13.7 Billion 2023 - $8.9 Billion 2024 - $7.1 Billion 2025 - $4.4 Billion Operating margin: 2022 - 16.8% 2023 - 9.2% 2024 - 7.2% 2025 - 4.4% x.com/scidood/status/1948174…
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