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VK @vkmacro.bsky.social · 5h

Lol so ChatGPT will now have erotica chat.

Great

Just great

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VK @vkmacro.bsky.social · 14h

Sounds about right to me!

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VK @vkmacro.bsky.social · 14h

Yeah I’d say I’m a bit more bullish then that.

“I think corporates and consumers will realise significant value over time. It will just take longer than expected but also the pro-AGI guys will be wrong.”

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VK @vkmacro.bsky.social · 14h

Also, come on… I’m not voting for any of these lol

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VK @vkmacro.bsky.social · 15h

I guess this is fair? But I love that I’m a skeptic based on this when I’m more bullish than most.

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VK @vkmacro.bsky.social · 15h

Today’s workout tune

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VK @vkmacro.bsky.social · 16h

The bull case for oil is simply positioning at this point otherwise 55 is en route asap

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VK @vkmacro.bsky.social · 17h

Yep good piece

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VK @vkmacro.bsky.social · 17h

$Asia looks v weak relative to DM

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VK @vkmacro.bsky.social · 1d

Ft on the choas arising from auto tariffs

www.ft.com/content/55d7...

‘This is existential’: Donald Trump’s tariffs drive US car sector into turmoil

Michigan’s ‘Big Three’ carmakers forecast a combined $7bn tariff-related hit to earnings in 2025

www.ft.com

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VK @vkmacro.bsky.social · 1d

All metals are flying atm

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VK @vkmacro.bsky.social · 1d

Bought a large (relative to the market) tungsten producer on Friday.

While gaining access to these REE’s isn’t necessary difficult I think stockpiles and ease adds some strategic value

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VK @vkmacro.bsky.social · 3d

Summer’s over 😎

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VK @vkmacro.bsky.social · 3d

Oh and I’m not even a London doomer (since I love coming back whenever I do)

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VK @vkmacro.bsky.social · 3d

Don’t live in Dubai, and I also don’t think I could, but Abu Dhabi is pretty great.

There are genuine pros and cons of both even putting aside the money.

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VK @vkmacro.bsky.social · 4d

Sadly I’m not a PC guy but keen to learn more

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VK @vkmacro.bsky.social · 4d

What’s the best thing to read on the BDC issues/ drawdown?

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VK @vkmacro.bsky.social · 5d

“We dont need risk management” or similar was the jist of the conversation

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VK @vkmacro.bsky.social · 5d

Dude thinks he’s Buffett - I’ve met him

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VK @vkmacro.bsky.social · 5d

I know it’s early but I’m most excited for Amazon’s earnings this quarter.

- We get a sense of rebounding (or not) retail revenues including margins
- How anthropic is boosting AWS revenues
- Outlook for their new Tranium chips - which Semianalysis calls Amazon basics lol

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VK @vkmacro.bsky.social · 6d

Such an egg head

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VK @vkmacro.bsky.social · 6d

Yep fair point!

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VK @vkmacro.bsky.social · 6d

His history at Tesla tells us he will absolutely go all in with debt etc when needed so no reason for him to change tact here I suppose.

VK @vkmacro.bsky.social · 6d

So openAI gets 100bn from NVDA while xAI and Elon gets 2bn as part of a follow on round plus has to take out 12.5bn as part of an SPV?

Doesn’t sound great for him

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VK @vkmacro.bsky.social · 7d

Thanks looking toward to this one

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