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@gianlucac1bis "Federal Open Mess Contradictions 3d uff.the worts FOMC i have ever seen in terms of decisions communications consequences my takes 1) JP said the cut was "risk management exercise". But in the Q&A he said that for what concerns future meetings 1/n"
X Link @gianlucac1bis 2025-09-18T10:09Z 2915 followers, 2645 engagements

"@INArteCarloDoss @ThManfredi @degiorgiod @gbponz Lets launch an hedge fund We set the book at 1trn Then we raise capital I am still in disbelief"
X Link @gianlucac1bis 2025-10-15T07:38Z 2915 followers, 1117 engagements

"SOURCES 1) NVIDIA cash injection into OpenaAi 100bn 2) XX% of AMD in the form of warrant strike XX .lets say 25-50bn bankable collateral as of today (might be more i dont know characteristics of the warrant) Total Sources 150bn (but you can double that at your pleasure 2/n"
X Link @gianlucac1bis 2025-10-06T15:01Z 2915 followers, XXX engagements

"CAPEX to be financed 1trn OPEN AI Sales are currently 13bn a year with cash burn of 6bn i would like to know those who valued OPEN AI 500bn which kind of substances they are taking coz i want the same 3/3 @ThManfredi @Phastidio @INArteCarloDoss @degiorgiod @gbponz"
X Link @gianlucac1bis 2025-10-06T15:01Z 2915 followers, 2014 engagements

"the only company in the world with circa 500mn paying clients is China Mobile: 488mn good luck OpenAI in china @INArteCarloDoss"
X Link @gianlucac1bis 2025-10-07T12:31Z 2915 followers, 5830 engagements

"JPM WFC GS have posted very little reserves for credit losses either they are wrong or the fed is wrong cutting rates you tell me @ThManfredi @Phastidio @INArteCarloDoss @degiorgiod @gbponz @jeuasommenulle"
X Link @gianlucac1bis 2025-10-14T15:05Z 2915 followers, 4411 engagements

"if i didnt see this article i would not believe it was real @ThManfredi @ThManfredi @INArteCarloDoss @degiorgiod @gbponz"
X Link @gianlucac1bis 2025-10-15T06:55Z 2915 followers, 2855 engagements

"Assume monthly Arpu at 20$ which is what perplexity pro is currently charging (it will be lower but transeat) so 200bn= 20$12X where X is the number of clients needed to cashflow breakeven on the investments only 2/3 @INArteCarloDoss @gbponz @degiorgiod"
X Link @gianlucac1bis 2025-10-07T12:19Z 2915 followers, XXX engagements

"BAC: LLP down NPL XXXX% ahahhhahaahahhaahahahhahahah @degiorgiod"
X Link @gianlucac1bis 2025-10-15T10:47Z 2915 followers, 1353 engagements