Aww man I feel you. Shit's so easy to get sucked into. It'll be alright :c

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[https://youtu.be/TRGHIN2PGIA?si=7qh\_QOHt-BEy2SL1&t=161](https://youtu.be/TRGHIN2PGIA?si=7qh_QOHt-BEy2SL1&t=161)

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The ‘new’ thing here is that no one programed the algo to collude here. They ‘decided’ to act as locked step cartel themselves from ‘machine learning’ that it’s the most profitable trade. This distinction from old tech algo matters in that there is no “criminal intent” w/r/t the institution using these bots. The research main point was that current securities law is not effective in regulating this new generation of tech

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N U C E L A R

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What exactly do you mean by collusion? a. It looks like classic collusion on post hoc analysis (meaningless) b. The AI have started colluding on purpose (non sequitur) c. The humans have intentionally made the AI collude (accusation is of human collusion, no need to say anything about the mechanism)

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Or how the C-Suite is just spouting corporate bullshit hoping to keep the bubble from popping. You cannot have a doubling of capacity every 6 months, have you heard of exponential growth? It usually doesn't work out. And still they have no idea how to actually **monetize** the AI-Bullshit.

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The stock market is not the economy. The majority of AI “investments” (money hastily lit on fire by C-suites who didn’t know any better) will not produce the returns that shareholders were anticipating/expecting.

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Yep. It’s going to be like AT&T or Sprint. I pay $20/monthly for Open AI but I’d probably pay $100 for it. Companies will slowly increase prices knowing the population uses the LLMs daily. They’re just keeping it cheap rn to acquire customers

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Honestly, Eli Lilly hitting $1 trillion just on a couple of GLP-1 drugs is wild. Mounjaro and Zepbound are obviously selling like crazy for diabetes and weight loss… but come on, let’s not forget the **real game-changers** in pharma: **=> Roche**: *Ocrevus* has slowed MS progression for thousands of people; *Tecentriq* has actually extended lives in advanced lung and bladder cancer; *Hemlibra* turned hemophilia from a life-threatening disease into something people can manage. => **Novartis**: *Kymriah* CAR-T therapy can literally cure certain leukemias in one shot; *Entresto* helps heart failure patients live longer; *Cosentyx* completely changed life for people with severe psoriasis. These are **life-saving, life-changing drugs**, backed by decades of R&D and billions of dollars in investment. And yet, Roche and Novartis aren’t even close to a trillion-dollar market cap… while Lilly, riding the hype of a couple of trendy weight-loss drugs, suddenly hits the club. It just shows how the market today rewards **short-term hype and huge sales potential**, not the drugs that actually make a lasting impact on people’s lives. **The algos are buying US stocks in bulk because the money comes from the US. That’s it.**

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This is so wrong on many levels. MM makes money by bringing liquidity to the market and staying delta neutral. This is why they are called market MAKER. The overwhelming consensus on NVDA earning was a beat. The prediction market was pricing in a 90% chance of beating the forecast, and most people were in a long position. All the 0DTE would have already been worthless since the IV on NVDA was around 8% at the time when the actual move was something around 5%. They would all have been IV crushed. This is the actual reason for the dumping: https://x.com/BSignals42581/status/1991659963047944288?t=T0b3EKtHVI83Qn1VdLEAzg&s=19

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