◢ Re-poster
270 Posts
◢ Re-poster
“Only a fool trips on what’s behind them.” — Iceberg Slim ◢ Founder, CEO, Asymmetric Financial & Asymmetric Information
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The month/month growth rate of @grok tokens is about to explode.
Masterful timing of the releases of Grok 4.6, Grok @bot, @cursor_ai and Grok Build 1.0.5.
Oh and the customer acquisition/upsell ramp…
Masterful timing of the releases of Grok 4.6, Grok @bot, @cursor_ai and Grok Build 1.0.5.
Oh and the customer acquisition/upsell ramp…
Imagine writing 7,030 tests.
In Python.
So glad I never have to do this again.
In Python.
So glad I never have to do this again.
It’s only fair
@nvidia understood the assignment
Nvidia is planning to use a $6 billion deal it struck this week to build one of the world’s most powerful open-weight AI models, to compete with Chinese heavyweights like DeepSeek, according to people familiar with the matter - WSJ
Nvidia is planning to use a $6 billion deal it struck this week to build one of the world’s most powerful open-weight AI models, to compete with Chinese heavyweights like DeepSeek, according to people familiar with the matter - WSJ
Hedge fund managers are max short the consumer.
Lowest net reading since 2006.
$XLY
Lowest net reading since 2006.
$XLY
@x Money for Premium+ users has $10M of insurance on deposits that earns 6% which is double what other banks offer.
No brainer to park cash there, IMO.
No brainer to park cash there, IMO.
$SLV volatility still hasn't really moved at all.
Silver vol is still wildly mis-priced here.
Silver vol is still wildly mis-priced here.
Two week swing with size in $GLD; sold half.
Subs knew about it before you did.
+98.65%
💸 Closed $GLD Bull Call Spread 10/16 (Short $450 Call / Long $420 Call)
Held 14 days
Executed with Radon
https://radon.run
Subs knew about it before you did.
+98.65%
💸 Closed $GLD Bull Call Spread 10/16 (Short $450 Call / Long $420 Call)
Held 14 days
Executed with Radon
https://radon.run
Everything is arbitrage.
(Source: @sui414)
(Source: @sui414)
💸 Closed $AAOI Risk Reversal 9/18 (Short $120 Put / Long $135 Call)
+207.82%
Held 4 hours
Executed with Radon
https://radon.run
+207.82%
Held 4 hours
Executed with Radon
https://radon.run
Philly Fed Business Outlook just saw its highest monthly increase in history.
The market is continuing to test Bessent's resolve here.
The move in 30Y has completely retraced the buyback news.
The move in 30Y has completely retraced the buyback news.
Wave 👋 @defianceinvest
Quick 1 hour flip +136.46%
💸 Closed $META 8/19 (Long $550 Call)
Executed with Radon
https://radon.run
💸 Closed $META 8/19 (Long $550 Call)
Executed with Radon
https://radon.run
Long correlation.
Short dispersion.
This is the trade for the mid-terms.
Short dispersion.
This is the trade for the mid-terms.
We are now experiencing the longest streak without an 80% downside-volume day since the data began in 1996, and it's not even close.
Tick tock…
Tick tock…
U.S. National Debt just hit $40T.
Here's to the next $40T! 🇺🇸
Here's to the next $40T! 🇺🇸
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