Money & Economics

Consumer already showing the signs

 
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Read this please


Hey I actually read one of your thousands of post...:), just kidding, but this old uneducated brain can only handle so much these days...


One question, since AI kinda reminds me of the Blue Chip movement back when it started, except AI is actually a physical asset with all of it's hardware, not like Google and others that were way over valued and had no physical assets that matched it's value.

Where do you see AI making it's money/value in the future? Google and others like it surprised the heck out of me how they saw the future that many did not see. A search Engine that became so popular that companies paid top dollar to be seen first when people searched. Wow

Guess it is just hard for me to believe all these large companies are investing in AI to only get low returns in the future. Maybe I need to think of it like a manufacturing plant that gets built and is in the red for many years but dominates profit in the future...

This free push of AI is to get us all hooked so we will pay for it in the future and not be left behind? Or something like that. Or is it like Elon said where it controls almost every aspect of our life in the future. I just saw where he lost the ChatGPT case.

Gotta go, the wife is calling for me. Honey-Dos :)
 
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Like Dotcom, there will be a few winners and many, many losers.

AI will largely be commoditized.

The money for the winners will be similar to Google, not fees paid by you, but .Gov contracts and “free” use in return for knowing what time you drink your coffee, what time you take a shit, how long you were in there, and adjusting your social credit score to coincide with whether you watched reruns of Lassie or midget porn
 
When this house of cars crashes .. it's gonna hurt

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Trump Bought Eli Lilly Two Days Before Medicare GLP-1 Deadline. Here's the Full Timeline.

May 19, 2026
#signalvsnoise #elililly #glp1
The same disclosure that showed Intel and AMD purchases before China export approvals now has another sequence worth examining. Seven Eli Lilly purchases between January and March. Two days after the first purchase, the Medicare GLP-1 pilot application deadline. Then the FDA crackdown on compounded alternatives. Then Trump RX directing patients to Lilly's own products. Then the fastest obesity drug approval in FDA history.



This video from tastylive examines the sequence of stock purchases involving Eli Lilly made by former President Donald Trump between January and March, exploring the potential correlation between these trades and major policy or regulatory milestones in the GLP-1 obesity drug market (0:00–0:39).

Key takeaways from the report:

  • The Timeline of Purchases: Trump made seven separate purchases of Eli Lilly stock totaling approximately $680,000 during the first quarter. The first purchase occurred on January 6th, just two days before the Medicare application deadline for a GLP-1 pilot program (0:39–1:13).
  • Policy and Regulatory Milestones: The video outlines a series of events that benefited Eli Lilly, including the Medicare coverage expansion, an FDA crackdown on compounded GLP-1 alternatives, the launch of Trump RX directing patients to Lilly products, and the record-fast approval of the drug Poundo (1:13–2:43).
  • Market Divergence: While Eli Lilly outperformed expectations and provided optimistic guidance, competitors like Novo Nordisk guided down, leading observers to question whether the regulatory developments and trading activity were mere coincidence (2:57–3:38).
  • Management of Trades: The filing notes that four of the seven purchases were marked as "unsolicited," and the Trump organization maintains that independent brokers manage the accounts without family direction (3:38–4:18).
  • Broader Pattern: The segment notes similar timing patterns observed in previous filings regarding Intel, AMD, Palantir, and Nvidia, leading to questions about whether these trades reflect unique insight or access to information (4:49–6:04).
The video concludes by emphasizing that the GLP-1 market is expected to grow significantly, reaching an estimated $58 billion by the end of 2026, and questions whether the pattern of trading is too consistent for markets to dismiss (6:07–7:31).
 
Boy, there's your answer

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Yeah, remember reading in one of the other AI Threads a member here uses AI now instead of humans, he said 24/7 work, no paid holidays, no time off, no complaints, no sick time, to name a few.

Students are not happy...

 
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