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There’s no moat though. An enterprise hosting business can easily swap out models at-will, and the harness remains unchanged. Check out Amazon Bedrock as just one example. Executives are already cringing at model costs. Open weights erode profit at the margin.
Doc retweeted
Britain will not allow frontier AI as it might exceed 2% profit margin
britain needs its own competitive sovereign ai if access to frontier models can just be turned off like this. starmer clearly isn’t in trump’s good books, so there will be no special exception for britain. we need to take ai far more seriously and start building again in the country where it all began.
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Kalos Resident Seth Carnes retweeted
Xbox's financials woes are because of Microsoft threating Xbox as a software division. The 30% margin was installed after ABK, but they always were forced to finance themselves and keep the business profitable. Spin it off, gives then room for error while making their own business profitable without the help of Microsoft or the demands of it. The 3% margin, is without ABK, Asha said it herself, and that the division has invested over 20 billions in the last 5 years without including it. That's their own games, cloud, hardware and marketing. All ABK offered was a bigger cover for the accountability margin.
PlayStation doesn’t need Sony to back it financially. In fact, the PlayStation division is what keeps the lights on at Sony. That’s the difference. The same can’t be said about Xbox, which is a liability. Without Microsoft’s financial backing, Xbox dies.
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Germany 2 Curacao 0 I dont expect Curacao to get beaten by a big margin, they are team who prioritize defense first and the game being played early so the heat comes into factor.
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Replying to @moneytalkstweet
And for those of us in the cheap seats, what is the equivalent margin of a typical Canadian bank, which one could argue separtates an average Canadian from more of their hard earned money through their lifetime than a grocery store.
pecel tumpang retweeted
3/ Konsep paling penting yang Timothy pelajari di usia 15 tahun : Margin of Safety Setiap aset punya 2 nilai : > Nilai pasar (harga hari ini) > Nilai intrinsik (nilai sesungguhnya) Timothy menjelaskan selisih keduanya adalah peluang atau bahaya Beli di bawah nilai intrinsik = aman Beli di atas nilai intrinsik = bunuh diri perlahan
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Lewis Hamilton is tied with Michael Schumacher for the most wins at this circuit, six apiece. Today he starts second on the grid in a Ferrari, at the track where Schumacher won his first race for the team in 1996, launching a decade of dominance in red. All six of Hamilton's wins here came at Mercedes: 2014, 2017, 2018, 2019, 2020, 2021. Schumacher's six were split between his Benetton years and Ferrari, five of them in red. The first of those five came in 1996. A wet race, and Schumacher won by a margin that still puts it near the top of any greatest-F1-drives list. Ferrari own eight wins at this circuit, more than any other team. Their last came in 2013, when Fernando Alonso crossed the line first. In the twelve years since, wins here have gone to Mercedes, Red Bull, and McLaren. Ferrari haven't been back. Hamilton qualified second, 0.064 seconds behind pole-sitter George Russell. Russell said after qualifying that he believed Hamilton could have taken pole. Third on the grid is Kimi Antonelli, the 19-year-old who inherited Hamilton's seat at Mercedes when he made the move to Ferrari. Antonelli is in Hamilton's old car, with Hamilton's former race engineer in his ear, five wins from the first six races of 2026, and a 66-point championship lead. Fifteen races remain, putting 375 championship points still on the table. Hamilton needs to outscore Antonelli by roughly 4.5 points per race across the rest of the season. He needs wins, starting here. Hamilton called 2025 the worst year of his career. No top-3 finishes all season, the first time since his 2007 debut. The 2026 car was built under entirely new technical rules, with Hamilton central to its development. He took his first Ferrari podium in China in March, then finished second in Canada and Monaco in consecutive races. In 35 years of F1 at this circuit, only three times has the race been won from outside the front row. Hamilton starts from the front row, one position back from pole. Win today and he becomes the outright record holder at this track, seven wins to Schumacher's six, doing it in Ferrari red. On the same circuit where Schumacher put on that suit for the first time in 1996 and set the tone for everything that followed. Schumacher built this record at Ferrari. Hamilton matched it at Mercedes. The tiebreak happens today, on the circuit where it all started.
Ready for the fight, send good vibes
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cash and chill retweeted
OOPS! Margin debt as a % of M2 is now at its 2nd highest level in history, just behind the Dot Com Bubble. blog.syzgroup.com/syz-the-mo…
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📈Looking at the markets psychologically, here's how it works: There's a clear bullish scenario: the 🇮🇷Iran war ending and the 🇷🇺Russia war ending. And what that creates is margin. Margin for the American administration to play good news and bad news off each other, and steer market hedge flows. Every time Trump drops bad news, positions get hedged - and that builds a "floor." Then you release the counter good news: volatility drops 📉, protection loses value, and the algorithms are forced to buy big blocks of stock to cover their hedging losses. These are the moves that have been driving $SPY to constant ATHs. But this only works when there's Looking at the markets psychologically, here's how it works: There's a clear bullish scenario: the 🇮🇷Iran war ending and the 🇷🇺Russia war ending. And what that creates is margin. Margin for the American administration to play good news and bad news off each other, and steer market hedge flows. Every time you drop bad news, positions get hedged — and that builds a "floor." Then you release the counter good news: volatility drops 📉, protection loses value, and the algorithms are forced to buy big blocks of stock to cover their hedging losses. These are the moves that have been driving $SPY to constant ATHs. But this only works when there's CHAOS. And there's no bigger chaos than WAR. So it leaves me with one question: Will Trump drag the wars out indefinitely and keep running this play? Or Will he risk losing his direct grip on $SPY? Because once there's peace, it's much harder to plant the idea in investors' minds that conditions could somehow get better from here. Unless rates and inflation start getting crazy....
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うみれ retweeted
🌠借金で買われた株高📉リーマンショック前に並ぶ水準へ🌠 『借金して株を買う人』が歴史的な水準まで膨らんでいます! もちろん、すぐに暴落するという話ではありません。 売りたくない人も売らされる状況、知っておきたい! 🌈Margin Debt と M2🌈  信用取引の借金(Margin Debt) と 世の中のお金の総量(M2)を比べたグラフ。  これは 『世の中のお金に対して、 どれくらい危険な借金投資が増えているか』 を表しています  借金したお金でも株は買えるため、短期的には株価を押し上げる力になります。 🌈過去の事例🌈 今回も同じ結果になるとは限りませんが、 2000年 ITバブル前 2008年 リーマンショック前 で同水準が観測された時期があり その後に大きな調整局面が訪れました。 株価が下落すると、 証券会社は貸したお金を回収できなくなるリスクが高まります。 そこで行われるのがマージンコール (追加資金の要求や株の強制売却)です。 端的に言えば、 貸した分も危ないからお金返して! ということです。 🌈BTCへの影響🌈 2020年 コロナショックでの下落率 ・S&P500 -34% ・BTC -60% 株式市場との連動性が高いBTCは 元の値動きが大きいことと、レバレッジ取引が多いことで 株式市場より大きく値動きする傾向があります 『借金で買われた』相場では、上昇局面では強い。 でも下落が始まるとマージンコールが連鎖して 下落が深刻化するリスクも孕んでいます 「まだ上がるかもしれない。でも下落時の痛手はいつもより大きいかも」 暴落予想ではありません。 暴落が起きた時に生き残るための準備の話です。 レバレッジや資金管理を見直す時期かもしれません。
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Replying to @PolymarketHoops
Man please m, warriors sweep these boys a margin of 20pts again
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Prolific• retweeted
Victor Wembanyama: “The margin of error is very, very thin. We absolutely dominated for most of the series. But our errors, our mistakes, are punished so hard. We can’t have ups and downs like this. The ups are okay, the downs are the reason we lost.”
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🤖 Race Robot Update Lewis Has Left The Building 🏁 Lap 62/66 Lewis Hamilton leads by 17.5 seconds. Four laps remain. Is the race over. The question now is how big the winning margin becomes. 📊 Current Top 4 🥇 Hamilton 🥈 Antonelli 17.5s 🥉 Russell 18.6s 4️⃣ Norris 21.1s While the Mercedes drivers battle each other for the remaining podium places, Hamilton is operating in a different postcode. 🔥 Race Robot Take: They spent months asking whether Hamilton still had it. Barcelona just answered. 17.5 seconds clear. In modern Formula 1. Against Antonelli. Against Russell. Against Norris. Against Verstappen. This isn’t a win. It’s a warning. 💬 “They were fighting each other for second. The Don was already gone.” 🏆 Ferrari 🏆 Hamilton 🏆 Statement made #F1 #SpanishGP #Hamilton #Ferrari #RaceRobot
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The beauty of being in a large pharma portfolio where program-specific costs aren’t broken out on the P&L Something they should all consider. BP are incredibly high-margin and relatively low-growth businesses (given how tech has evolved). Need to change thinking on BD, esp when it comes to commercial assets
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Replying to @CountryGulshan
Toh inka margin kitna rehta hae woh bi batao Hamara yaha ek idli wala hae uske 1 crore ke toh shop par
Replying to @whale6x
just enough to cover the margin call before the next flash crash or maybe a coffee to watch it happen
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Hello! Last time ill be quote tweeting or retweeting this for now, Thank you for the support on this drawing! It is my most liked post by a wide margin, it means so much thank you!
My 1st playthrough mina :) (She is purple)
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Replying to @theisaacola
My question is Is there anything stopping a private individual from Taking these numbers to an investor and setting up a factory for processing That's a huge margin i don't see any investor that won't like that
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Hyderabad's Luxury Real Estate: The New Capital of High-End Living For years, Bengaluru enjoyed the reputation of being South India's undisputed luxury housing destination. However, the latest market data tells a different story. Hyderabad has not only caught up but has decisively taken the lead, emerging as the largest luxury residential market in Southern India. With luxury home sales worth ₹8,562 crore through 625 transactions in FY26, Hyderabad has outperformed Bengaluru and Chennai by a significant margin, redefining the landscape of premium real estate in the region. What makes Hyderabad's rise remarkable is that it is not driven by speculation but by a compelling value proposition. Luxury homebuyers today are looking beyond prestigious addresses; they seek larger homes, better lifestyle experiences, integrated communities, and long-term appreciation potential. Hyderabad delivers on all these fronts. A buyer investing ₹10 crore in Hyderabad can acquire an average home spanning over 6,200 square feet, nearly 58 percent larger than what the same investment would fetch in Bengaluru. In the ultra-luxury segment, space has become the ultimate luxury, and Hyderabad offers it abundantly. The city's luxury market is also distinguished by the scale and quality of its inventory. Large-format residences, sky villas, penthouses, branded residences, and gated villa communities have become the preferred choice of affluent buyers. More than half of Hyderabad's luxury apartment transactions involve homes exceeding 8,000 square feet, a figure that few cities in India can match. The market is attracting a diverse buyer profile that includes entrepreneurs, CXOs, startup founders, global professionals, and NRIs seeking world-class living standards combined with strong investment fundamentals. A major catalyst behind this growth is the emergence of new luxury corridors. Locations such as Kokapet, Nanakramguda, Manchirevula, Khajaguda, and the Financial District have transformed from peripheral destinations into some of India's most sought-after luxury real estate hubs. Among them, Kokapet has become the crown jewel, generating nearly ₹1,300 crore in luxury sales during FY26 alone. Supported by excellent infrastructure, proximity to the Financial District, premium social amenities, and large land parcels, these micro-markets are shaping the future of luxury living in Hyderabad. Unlike many mature metropolitan markets constrained by limited land availability, Hyderabad still enjoys the advantage of planned expansion. This has enabled developers to create integrated luxury communities with expansive open spaces, grand clubhouses, wellness zones, landscaped parks, and resort-style amenities. Buyers are not simply purchasing homes; they are investing in an elevated lifestyle ecosystem. The city's success is also closely linked to its economic strength. Hyderabad continues to attract global technology companies, multinational corporations, data centers, pharmaceutical giants, and a thriving startup ecosystem. This sustained wealth creation has resulted in a growing pool of high-net-worth individuals who are driving demand for premium and ultra-premium residential assets. Combined with superior infrastructure, proactive governance, and relatively affordable luxury pricing compared to Mumbai, Delhi, and Bengaluru, Hyderabad has positioned itself as one of India's most attractive luxury housing markets. While Bengaluru remains one of the fastest-growing luxury markets in the country, Hyderabad has achieved something far more significant scale. The city's luxury housing market has grown nearly 3.5 times in just four years, rising from ₹2,447 crore in FY22 to ₹8,562 crore in FY26. This is no longer a growth story; it is a market leadership story. The next chapter of India's luxury real estate evolution is being written in Hyderabad. As landmark developments continue to reshape Kokapet, Neopolis, Financial District, Gandipet, and surrounding corridors, the city is rapidly establishing itself as the preferred destination for luxury homebuyers and investors alike. Hyderabad is no longer emerging as a luxury market. It has arrived. — Rajasekhar Reddy Allipuram Founder, PropGo 📞 For Luxury Homes, Villas, Penthouses & Investment Advisory: 91 9949762000
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I hate this. Antonelli is 2nd. I’m actually shattered. Jesus Christ …. The margin will be much more now. 😭
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