[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@fallacyalarm](/creator/twitter/fallacyalarm) "@DerivativesDon @AugurInfinity yes. it's actually quite low compared to market cap or liquidity measures. but then there's probably $60bn in debt in $tqqq alone. i also believe there is implicit leverage hidden in the overvaluation of the USD which makes Americans overconsume like explicit borrowing would do"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1948924740430938424) 2025-07-26 01:54:02 UTC 9192 followers, XX engagements "@Alex_FS31 yes LLM train on that media which is the root cause. LLMs can maybe thought of as an amplifier of the issue"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1949243348906340540) 2025-07-26 23:00:04 UTC 9193 followers, XX engagements "There is a market for a higher quality media filter than legacy media and Big Tech algos IMO. Perhaps AI can eventually deliver on that. So far it probably lacks the understanding to distinguish between quality and garbage"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1946306247042679196) 2025-07-18 20:29:04 UTC 9194 followers, 1467 engagements "In Nov'23 $SMR's landmark project in Idaho was cancelled bc costs exploded from $3.6bn to $9.3bn. Ironically that marked the bottom. Imagine you short the stock thinking it's a confirmation that the tech sucks. And then this thing runs 2300%. We live in incredible times"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1947905265606791595) 2025-07-23 06:23:00 UTC 9193 followers, 1547 engagements "@deusexdividend tldr which has best durability"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1948803092402897051) 2025-07-25 17:50:38 UTC 9194 followers, XXX engagements "The most dangerous aspect of AI If you define democracy as the rule of the majority then AI is democratic. An LLM will almost always give you the answer that is supported by most people. Because that answer is statistically most significant based on its training data. However truth isn't democratic. It's not something that the majority can decide. It is what it is no matter who and how many people acknowledge it. For example let's say millions of people some day decide to flood the internet with statements that "the sky is green". Whether they actually believe so or whether they are"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1949228522884796506) 2025-07-26 22:01:09 UTC 9193 followers, 1156 engagements "Whoever shorted $OPEN in the context of this chart deserves the beating they got (and probably will continue to get)"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1948178213655691333) 2025-07-24 00:27:36 UTC 9194 followers, 1622 engagements "If foreigners withdraw capital from the US interest rates will go down. People are afraid that foreigners will weaponize their $9tn position in USTs. But those foreigners have $53tn in other US assets. If they sell the remaining money will prefer Treasuries vs. stocks"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1922015719073653127) 2025-05-12 19:47:11 UTC 9194 followers, 1509 engagements "If all OpenAI staff moved from OpenAI to $META how much of OpenAI's $300bn valuation should transfer to Meta"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1947810020487520710) 2025-07-23 00:04:32 UTC 9193 followers, XXX engagements "@TuckerCarlson what a blow this is to your credibility"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1948066661191614653) 2025-07-23 17:04:20 UTC 9193 followers, 6674 engagements "@JattRetarded Very hard to have a price target. XX% of their revenues are from MA. If that was scrapped tomorrow the US tax payer would save $84bn likely without negative implications for patients. Very dangerous overhang"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1946286383011872806) 2025-07-18 19:10:08 UTC 9193 followers, XX engagements "Small Modular Reactor stocks are a SCAM. $SMR and $OKLO likely won't be able to deliver on their promises. And even if they do their technology won't matter much. Certainly not for AI. It's a scheme to rip off gullible retail investors"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1947754903113502950) 2025-07-22 20:25:31 UTC 9194 followers, 3905 engagements "@qcapital2020 If MA was scrapped tomorrow the US tax payer would save $84bn a year"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1947428432066785461) 2025-07-21 22:48:14 UTC 9193 followers, 1359 engagements "This is one of the most interesting charts right now IMO. It plots $DXY against the 10-Y. They have correlated a lot in the last few years because both depend on US economic growth expectations. I can't say I fully understand the divergence over the last three months"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1945517429276499992) 2025-07-16 16:14:35 UTC 9195 followers, 1038 engagements "How is the fiscal impulse doing Not well. Net flow for March was just $159bn the weakest March since 2020. The theme remains the same as before tax receipts are outpacing outlays (which is not unusual in a cyclical recovery). CYtD non withheld taxes are $60bn higher than 2023. Remember Feb/Mar is fiscal flow prime time. On a seasonally adjusted basis the cumulative fiscal impulse for the last XX days is a pitiful $60bn. All of this confirms that April will likely come with a huge $300bn+ fiscal drain in part because all of you degens will have to declare huge capital gains from last year. I"  [@fallacyalarm](/creator/x/fallacyalarm) on [X](/post/tweet/1775283709241118971) 2024-04-02 22:06:34 UTC 9193 followers, 3217 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@fallacyalarm
"@DerivativesDon @AugurInfinity yes. it's actually quite low compared to market cap or liquidity measures. but then there's probably $60bn in debt in $tqqq alone. i also believe there is implicit leverage hidden in the overvaluation of the USD which makes Americans overconsume like explicit borrowing would do"
@fallacyalarm on X 2025-07-26 01:54:02 UTC 9192 followers, XX engagements
"@Alex_FS31 yes LLM train on that media which is the root cause. LLMs can maybe thought of as an amplifier of the issue" @fallacyalarm on X 2025-07-26 23:00:04 UTC 9193 followers, XX engagements
"There is a market for a higher quality media filter than legacy media and Big Tech algos IMO. Perhaps AI can eventually deliver on that. So far it probably lacks the understanding to distinguish between quality and garbage" @fallacyalarm on X 2025-07-18 20:29:04 UTC 9194 followers, 1467 engagements
"In Nov'23 $SMR's landmark project in Idaho was cancelled bc costs exploded from $3.6bn to $9.3bn. Ironically that marked the bottom. Imagine you short the stock thinking it's a confirmation that the tech sucks. And then this thing runs 2300%. We live in incredible times" @fallacyalarm on X 2025-07-23 06:23:00 UTC 9193 followers, 1547 engagements
"@deusexdividend tldr which has best durability" @fallacyalarm on X 2025-07-25 17:50:38 UTC 9194 followers, XXX engagements
"The most dangerous aspect of AI If you define democracy as the rule of the majority then AI is democratic. An LLM will almost always give you the answer that is supported by most people. Because that answer is statistically most significant based on its training data. However truth isn't democratic. It's not something that the majority can decide. It is what it is no matter who and how many people acknowledge it. For example let's say millions of people some day decide to flood the internet with statements that "the sky is green". Whether they actually believe so or whether they are" @fallacyalarm on X 2025-07-26 22:01:09 UTC 9193 followers, 1156 engagements
"Whoever shorted $OPEN in the context of this chart deserves the beating they got (and probably will continue to get)" @fallacyalarm on X 2025-07-24 00:27:36 UTC 9194 followers, 1622 engagements
"If foreigners withdraw capital from the US interest rates will go down. People are afraid that foreigners will weaponize their $9tn position in USTs. But those foreigners have $53tn in other US assets. If they sell the remaining money will prefer Treasuries vs. stocks" @fallacyalarm on X 2025-05-12 19:47:11 UTC 9194 followers, 1509 engagements
"If all OpenAI staff moved from OpenAI to $META how much of OpenAI's $300bn valuation should transfer to Meta" @fallacyalarm on X 2025-07-23 00:04:32 UTC 9193 followers, XXX engagements
"@TuckerCarlson what a blow this is to your credibility" @fallacyalarm on X 2025-07-23 17:04:20 UTC 9193 followers, 6674 engagements
"@JattRetarded Very hard to have a price target. XX% of their revenues are from MA. If that was scrapped tomorrow the US tax payer would save $84bn likely without negative implications for patients. Very dangerous overhang" @fallacyalarm on X 2025-07-18 19:10:08 UTC 9193 followers, XX engagements
"Small Modular Reactor stocks are a SCAM. $SMR and $OKLO likely won't be able to deliver on their promises. And even if they do their technology won't matter much. Certainly not for AI. It's a scheme to rip off gullible retail investors" @fallacyalarm on X 2025-07-22 20:25:31 UTC 9194 followers, 3905 engagements
"@qcapital2020 If MA was scrapped tomorrow the US tax payer would save $84bn a year" @fallacyalarm on X 2025-07-21 22:48:14 UTC 9193 followers, 1359 engagements
"This is one of the most interesting charts right now IMO. It plots $DXY against the 10-Y. They have correlated a lot in the last few years because both depend on US economic growth expectations. I can't say I fully understand the divergence over the last three months" @fallacyalarm on X 2025-07-16 16:14:35 UTC 9195 followers, 1038 engagements
"How is the fiscal impulse doing Not well. Net flow for March was just $159bn the weakest March since 2020. The theme remains the same as before tax receipts are outpacing outlays (which is not unusual in a cyclical recovery). CYtD non withheld taxes are $60bn higher than 2023. Remember Feb/Mar is fiscal flow prime time. On a seasonally adjusted basis the cumulative fiscal impulse for the last XX days is a pitiful $60bn. All of this confirms that April will likely come with a huge $300bn+ fiscal drain in part because all of you degens will have to declare huge capital gains from last year. I" @fallacyalarm on X 2024-04-02 22:06:34 UTC 9193 followers, 3217 engagements