TWO
Two Harbors Investment Corp.
stock NYSE

What about token spending going lower by corporations?
Not enough value added to corporations to justify continued high prices/spend? The counter-argument is that AI models can be made more valuable to companies if there was greater compute capacity to train them more. But, of course, there is no guarantee of that.
The frontier model builders could spend 2x, 3x, 4x, etc. more and still not produce a model of justifiable economic value to customers. But, then, the risk of being the one to NOT spend is also equally bad. Google cannot let up and let OpenAI keep spending and possibly create a super AI model that takes away from their business.
I think the THING TO WATCH is OpenAI & Anthropic. They are forcing Google (and maybe Meta) to spend to keep up. All OpenAI and Anthropic have are their model businesses - no legacy business. If they cannot continue to get investment dollars flowing into their companies and/or cannot monetize their AI models sufficiently while trying to continue to build, then THOSE TWO companies could take down the entire AI trade.
Google and Meta can easily afford to blow 3, 4…even 5 years of would-be free cash flow to ensure their legacy businesses are not disrupted in this AI race. Their spend is fine, imho.
It’s OAI and Anthropic that have the problem and would likely take down the entire industry if funding dries up and they lack sufficient revenue/profits. Could that already be happening?

"2 million can do a lot" - No love, he made TWO THOUSAND MILLION.

**BERS I GOT TWO WORDS FOR YOU, REGARDING QQQ AND SEMIS:**
**SEVERELY OVERSOLD**
You might be hangover the whole 3 days and already on the lambo configuration website, counting your riches for the QQQ 685 imminent drop for Monday, BUT WE BULLS WILL BE THERE TO COLLECT +600-800% BOUNCE GAINS OF THIS MANIPULATIVE UNPRECEDENTED MEDIA DRIVEN SELLING SPREE NARRATIVE.
**MONDAY AND TUESDAY BOLS, WE WILL RISE FROM OUR ASHES**

What about token spending going lower by corporations?
Not enough value added to corporations to justify continued high prices/spend? The counter-argument is that AI models can be made more valuable to companies if there was greater compute capacity to train them more. But, of course, there is no guarantee of that.
The frontier model builders could spend 2x, 3x, 4x, etc. more and still not produce a model of justifiable economic value to customers. But, then, the risk of being the one to NOT spend is also equally bad. Google cannot let up and let OpenAI keep spending and possibly create a super AI model that takes away from their business.
I think the THING TO WATCH is OpenAI & Anthropic. They are forcing Google (and maybe Meta) to spend to keep up. All OpenAI and Anthropic have are their model businesses - no legacy business. If they cannot continue to get investment dollars flowing into their companies and/or cannot monetize their AI models sufficiently while trying to continue to build, then THOSE TWO companies could take down the entire AI trade.
Google and Meta can easily afford to blow 3, 4…even 5 years of would-be free cash flow to ensure their legacy businesses are not disrupted in this AI race. Their spend is fine, imho.
It’s OAI and Anthropic that have the problem and would likely take down the entire industry if funding dries up and they lack sufficient revenue/profits. Could that already be happening?

"2 million can do a lot" - No love, he made TWO THOUSAND MILLION.

**BERS I GOT TWO WORDS FOR YOU, REGARDING QQQ AND SEMIS:**
**SEVERELY OVERSOLD**
You might be hangover the whole 3 days and already on the lambo configuration website, counting your riches for the QQQ 685 imminent drop for Monday, BUT WE BULLS WILL BE THERE TO COLLECT +600-800% BOUNCE GAINS OF THIS MANIPULATIVE UNPRECEDENTED MEDIA DRIVEN SELLING SPREE NARRATIVE.
**MONDAY AND TUESDAY BOLS, WE WILL RISE FROM OUR ASHES**

UWMC - home mortgage origination, down significantly due to rate outlook and Ishbia getting into a pissing match over the TWO acquisition proposal. Actual operating results have been good considering a relatively tough rate/housing market. This one I think could stay suppressed for a while, but could re-rate quickly/significantly upon either/both of those things changing. Likely to always trade at an Ishbia discount to peers.
EQPT - busted IPO for equipment rental trying to scale rapidly. Even if they just settle in as third place, with near URI or SUNB margins, it would be trading at what I’d deem undervalued (but execution risks exists).

Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/2072679306740777158)
>CBOE VOLATILITY INDEX HITS OVER TWO\-WEEK LOW; LAST DOWN 0\.72 POINTS AT 15\.87

His coin was prolly one of the single biggest rug pulls in history. The damn thing cratered TWO days after he was inaugurated lol. $1000 spent back then on the coin is now worth $23!!!

So I’m 26 years old with a low six figure tech job and TWO masters from top schools and I just did the math and over the past 4 years I’ve lost a half a million dollars to gambling (I’d say 2/3 of that was in the past year), 350k on stonks and another 150k on those skill gaming apps and that’s probably excluding another 200k on Ubers and DoorDash and alcohol. If you include REALIZED losses it’s several million dollars. So probably 200k of that money was money I made from crypto and some tiny side hustle I had in grad school and probably 500k+ from my parents (though it was never all given to me at once, like this is very very spread out). I mean my father is a doctor and successful businessman and just became a centimillionaire and yes I still have my tech job but now I have $73 in my bank account. I also have a startup I bootstrapped to just under a million in revenue but it’s not profitable (yet!) so it’s not giving me any money. I don’t know why I’m even having this realization now but never really thought about the disaster this would become. At least I belong here…

QQ is a martingale. I called it out a while back on Forex-Station (https://forex-station.com/post1295573248.html#p1295573248)
instead of opening bigger and bigger lots, the EA plits bigger lots into unity lots so that the lot seems constant.
opens 0.02 lot, then TWO 0.02 lots then FOUR 0.02 lots, etc.
this is just a basic martingale and that's why it crashed