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Emil

๐Ÿ‘ค Speaker
3126 total appearances

Appearances Over Time

Podcast Appearances

Better Offline
The Insanity of the Markets with Ben & Emil

It's a lot of different factors.

Better Offline
The Insanity of the Markets with Ben & Emil

It doesn't matter until it suddenly matters.

Better Offline
The Insanity of the Markets with Ben & Emil

And everybody can collectively on Twitter decide why

Better Offline
The Insanity of the Markets with Ben & Emil

And then they give it a couple weeks and they've now processed it.

Better Offline
The Insanity of the Markets with Ben & Emil

And now it's like, well, now we've, whew, what used to take months to process information and to process catalysts now takes weeks, if not days, if not hours sometimes.

Better Offline
The Insanity of the Markets with Ben & Emil

The thing I've been enjoying right now is everyone's talking about CPUs instead of GPUs.

Better Offline
The Insanity of the Markets with Ben & Emil

You heard this?

Better Offline
The Insanity of the Markets with Ben & Emil

You seen this?

Better Offline
The Insanity of the Markets with Ben & Emil

Yeah, CPUs are so back.

Better Offline
The Insanity of the Markets with Ben & Emil

The hottest thing right now.

Better Offline
The Insanity of the Markets with Ben & Emil

AMD is going to make all this CPU revenue.

Better Offline
The Insanity of the Markets with Ben & Emil

And it's like they have forgotten that like...

Better Offline
The Insanity of the Markets with Ben & Emil

Eight months ago, nine months ago, AMD promised to sell 10% of its stock to OpenAI.

Better Offline
The Insanity of the Markets with Ben & Emil

Never happened.

Better Offline
The Insanity of the Markets with Ben & Emil

Broadcom, 10 gigawatts, never happened.

Better Offline
The Insanity of the Markets with Ben & Emil

Broadcom is up now because the market is slightly deciding they kind of don't like NVIDIA.

Better Offline
The Insanity of the Markets with Ben & Emil

It just feels like being tortured.

Better Offline
The Insanity of the Markets with Ben & Emil

looking at this stuff and thinking about it from the perspective of the logical, it doesn't mean that I'm wrong.

Better Offline
The Insanity of the Markets with Ben & Emil

It just means that, well, I mean, I'm not wrong because I'm not investing in the market, but it's just like... You're bringing too much logic into this.

Better Offline
The Insanity of the Markets with Ben & Emil

Robotics is what, that's what it all is now.