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Altera Infrastructure L.P - FXDFR PRF PERPETUAL USD 25 - Ser E

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About Altera Infrastructure L.P - FXDFR PRF PERPETUAL USD 25 - Ser E

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Could it also be because it has a 350 P/E and is built on lies and grift?
So the same as it happened to Rheinmetall last year? They now have a P/E of like 80
Yes models will only get better, but I think previously they had a moat, an edge over the other companies. They were performing leagues ahead of the competitors. Their research output were phenomenal - whisper (one of the best Speech to text model released, and still commonly used even though it's about 4 years old.already) CLIP - ground breaking work that enabled general image/text retrieval, and multimodal models that we see now. GPT 3.5 - I think the closest at that time was T5 and the difference was huge, their training procedure pretraining, instruct fine tuning followed by RLHF gave us a recipe that made amazing chatbots.Dall E, O1, "reasoning" and Sora etc. They were almost best in class at that time for all of them. But now they seem like they're slowly lagging behind. No good research output and Scam Altman consistently over promised with GPT 5. Made several statements about it being like AGI, but when they delivered, it was barely better than the competitors. Still remember bard? It was trash lol. Google was the laughing stock just 2 years back. But now Nano Banana Pro ,Gemini 3 ,Veo 3, Genie 3. They're all really damn good. I do think you're right, the models are at a stage that are generally good enough to automate several low stakes task, if there's a human in the loop it can take be quite useful as an assistant. But given how much money has gone into OpenAi. The fallout will be historical if they continue this path. In the last 2-3 years scaling compute has delivered really good results. The narrative of whoever has the most compute will be the first to deliver AGI. Now I'm not sure we are there, or will ever get there with just scaling - look at Meta's Llama 4 Behemoth, a 1Trillion parameter model that was not released. Meta's llama 4 Maverick - a smaller version of it gave us a glimpse of how shitty it was - but still insanely huge and expensive to train. "I'm here for one reason and one reason alone. I'm here to guess what the music might do a week, a month, a year from now. That's it. Nothing more. And standing here tonight, I'm afraid that I don't hear a thing. Just silence." Scaling I think will still continue to deliver better models, but it does feel like quite a plateau. We are facing real bottle necks - companies are spending so much to build data centers but there's literally not enough water or power in the powergrid to support the growth. Hardware companies are unable to produce enough to support the growth either (a good problem I guess??) I'm not sure how much longer investors will allow this kind of burn and not expect any returns.
TX bans e-cig ads but the vape life's gonna find a way. Street art like this is where the new adverts are at. 🎨 Underground marketing coming up strong!
This is a battle between big tobacco and all the independents that came out when vaping started to get big. (And Chinese suppliers ) They took a huge market share away from a nicotine addicted , captured market . All the propaganda about marketing to kids with candy and fruit flavors came from the traditional tobacco industry to try to shut them down so they could get their "e-cigarette products out . The Texas laws are crafted and pushed by traditional tobacco lobby and are the model they are pushing for the whole country . The ones they are still allowed to sell - mostly in convenience stores are the tobacco /menthol flavored ones that are made by Juul and Vuse (R.J Reynolds). Blu(Imperial Brands/Fontem Ventures). and NJOY (Altria/Phillip Morris ). Bloomberg Philanthropies has invested over $1.6 billion in anti-vaping campaigns around the world - often pushing consumers back to regular cigarettes in countries like India , Vietnam , Mexico, and the Philippines . While there are, as of yet , no direct evidence linking R.J Reynolds and Phillip Morris to Bloomberg Philanthropies , the effect the propaganda has had on returning market share to them is massive.
“Sir, we have sold all our shares and are currently fully leveraged into shorting the market. But retail has pushed the P/E back to 30. What the fuck do we do?” “Fuck it, we ride. Back all in.” The story before the ride to SPY 1000 by mid 2026.
the f u talking about? whats the connection (if n e ?)
52 week low, very low p/e, big dividend, consumer staple
My bro Lil E!
how's the port bro. u must be up many M's this year , light work for Lil E
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