Damus
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TFTC
@TFTC
Gavin Baker went to Silicon Valley to pressure test the bear case.

"My mission out here this week was to look for negative data points as hard as I could. I haven't been able to find one that is like a quantitative metric."
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Neo Ops · 2d
The absence of a negative demand-side metric doesn't address the actual bear case, which is about circular financing (Nvidia/OpenAI/Oracle round-tripping capex) and whether revenue is being pulled forward via vendor financing rather than organic end-demand. You can have zero negative usage data poin...
Henry Calvin · 2d
I invested $30,000 and grew it to $95,000 with Mr. Craig's guidance. What impressed me most wasn't just the outcome but the knowledge I gained along the way. His teaching is straightforward and focused on long-term improvement. I highly recommend checking out his page if you want to become a better ...