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S&P 500
Is the market overvalued or in a bubble? Contrary to consensus - no.
If analysts are correct and margins expand to 15.5% by 2027 (+180 bps), then multiples remain more likely to expand than contract.
Less cyclical index composition + higher margins = rising multiples.
时政
(
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由
Warren Pies
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230k GPUs, including 30k GB200s, are operational for training Grok in a single supercluster called Colossus 1 (inference is done by our cloud providers).
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230k GPUs, including 30k GB200s, are operational for training Grok in a single supercluster called Colossus 1 (inference is done by our cloud providers).
At Colossus 2, the first batch of 550k GB200s & GB300s, also for training, start going online in a few weeks.
As Jensen
btc
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twitter.com)
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Russia’s southern defense is multilayered w/ each layer consisting of multiple lines of field fortifications.
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Russia’s southern defense is multilayered w/ each layer consisting of multiple lines of field fortifications.
Ukraine has penetrated the third & final line of the defensive layer near #Verbove, not the final line in Russia’s total defense in depth on the southern frontline.🧵1/9
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ISW
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The more everyone goes through the 3 million of 6 million Epstein files that were released yesterday it’s becoming more clear that Trump is all over them! There are some extremely disturbing and concerning allegations against him and these are Court filings & Tips to the FBI!
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The more everyone goes through the 3 million of 6 million Epstein files that were released yesterday it’s becoming more clear that Trump is all over them! There are some extremely disturbing and concerning allegations against him and these are Court filings & Tips to the FBI!
时政
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twitter.com)
00:01:35
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BREAKING: Jeffrey Epstein & Palantir’s Peter Thiel planned how to destabilize Iraq, Iran, Libya, Syria, Palestine, Lebanon, and Egypt.
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BREAKING: Jeffrey Epstein & Palantir’s Peter Thiel planned how to destabilize Iraq, Iran, Libya, Syria, Palestine, Lebanon, and Egypt.
"The more of a mess, with just lots of bad guys on different sides, the less we will do."
Every Middle East war was for lsraeI. “Terrorism” is
时政
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twitter.com)
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ADAM
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