Tomorrow... Tomorrow... I love ya, tomorrow, you're only a day away...
Author lists macro uncertainties like war, inflation, and AI/energy themes, concluding they remain on the fence.
The next couple of days are going to be big. Let's not get this shit wrong. No one knows exactly what's going to happen. These are my facts as I see it:
- War will continue.
1. see point 1.
2. War is always good for some
3. War is bad for folks who just die randomly
4. We don't know the effects
- Uncertainty is still dominating.
1. Trump
2. Warsh
3. Midterms
4. regards spreading fud or just their trading activity... that's scary enough
- Inflation will continue to rise
1. higher fuel costs = higher prices
2. money printing and bungled policy
- The space trade is getting max attention
1. some say it's a pump and dump
2. some say it's the greatest thing since I bought your mom
3. some are just going to buy and hold
4. doesn't matter because this is the biggest thing in space since, well ever--in other words: YOU HAVE TO TRADE THIS MOMENT SOMEHOW
- AI is great for some, sucks for most
1. AI is not profitable
2. AI increases productivity to some
3. AI + Energy is the greatest thing on earth
4. AI + Energy is the worst case scenario
5. Fuck you guys, AI says you're doomed
6. You're the best, AI says you're fine
Okay that's all I have.
Share your alpha. I'm still on the fence on everything.

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