Partnerre Ltd. - 4.875% PRF PERPETUAL USD 25 - Ser J (PRE-J) comments on Wallstreetbets, Twitch and 4chan

Agreed, but everyone else is right until the rally ends—and they’ll be right day after day, week after week, until they’re not. And even then, I wonder if they’ll even end up being wrong. Golds rally recovered today despite the profit taking on FOMC day. Perhaps it’s purely reactionary due to today’s news… but I’m not confident that I’m experienced enough to have considered everything that’s relevant (my GLD calls pre-9/17 were intuition-based, but I wasn’t familiar with the effects of profit-taking. Fortunately, I wasn’t wrong again in doubling down on my intuition—this time with longer dated calls purchased after the apparently irrational dip.). The data suggests I’m right, but I fear there’s still more variables at play that I’m not considering/aware of. Is my outlook flawed through my own pessimistic bias? Is it preemptive realism—but I can’t yet yield profit due to my own insufficient capital? I have no idea right now, and I don’t expect to understand this enough to consistently yield a net profit anytime soon… it just feels like every time I begin to progress, I’m set back by a new variable or concept that I was previously unaware of. Thanks for reading, if you did. I know this was yappy, but felt the need to get it out there. I’ve had so much fun so far

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trending on twitter: samsung pre-installs an app called AppCloud. It's an israeli app that secretly collects intelligence on your activities.

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This. Posted about a major gain a while back, that I'm hanging onto for 2x more in the next 2 yrs. I had so many people tell me "Hedge, give away 5% for 30 days of downside protection" I'm like, in this market, pre Rate cuts, if I did that every time I hit a new high, I'd bleed 25% of my gain away.

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You are using Unit economics and that was viable pre GB200 - Meaning, nobody was scaling NVLink because everyone wanted blackwell. GH200 could do it but that was an iteration that was on wait-and-see for Blackwell then go. Before that there was nothing really there worth noting. Look at the sales of H100's byoCPU and that of GH200's H100's were just the way in which people knew how to bring on GPU's for use. the game has totally shifted to GPU+CPU systems that can interconnect. That's net new in a very meaningful way.

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Nice! [https://advisor.morganstanley.com/john.howard/documents/field/j/jo/john-howard/The\_Humanoid\_100\_-\_Mapping\_the\_Humanoid\_Robot\_Value\_Chain.pdf](https://advisor.morganstanley.com/john.howard/documents/field/j/jo/john-howard/The_Humanoid_100_-_Mapping_the_Humanoid_Robot_Value_Chain.pdf)

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