◢ Re-poster
360 පෝස්ටු
◢ Re-poster
වාර්තා කරන්න
පරිශීලක අවහිර කරන්න
“Only a fool trips on what’s behind them.” — Iceberg Slim ◢ Founder, CEO, Asymmetric Financial & Asymmetric Information
0 හඹා යමින්
11 හඹා යන්නන්
3 කැමති විය
පෝස්ටු
සියල්ල
වීඩියෝ
·
--
පරිවර්තනය බලන්න
Thanks for playing 🏌🏼♂️
💸 Closed $SNDK 9/25 (Short $1750 Call)
+62.46%
Held 3 days
Executed with Radon
https://radon.run
Thanks for playing 🏌🏼♂️
💸 Closed $SNDK 9/25 (Short $1750 Call)
+62.46%
Held 3 days
Executed with Radon
https://radon.run
💸 Closed $SNDK 9/25 (Short $1750 Call)
+62.46%
Held 3 days
Executed with Radon
https://radon.run
·
--
පරිවර්තනය බලන්න
Thanks for playing 🏌🏼♂️
💸 Closed $SNDK 9/25 (Long $1700 Put)
+33.03%
Held 3 days
Executed with Radon
https://radon.run
Thanks for playing 🏌🏼♂️
💸 Closed $SNDK 9/25 (Long $1700 Put)
+33.03%
Held 3 days
Executed with Radon
https://radon.run
💸 Closed $SNDK 9/25 (Long $1700 Put)
+33.03%
Held 3 days
Executed with Radon
https://radon.run
·
--
පරිවර්තනය බලන්න
High Yield Credit, $HYG, versus $SPY has been in free fall the past few sessions.
High Yield Credit, $HYG, versus $SPY has been in free fall the past few sessions.
6
·
--
පරිවර්තනය බලන්න
1M implied IV rank now at its highest level since July 29 2026: 23.2.
Vols are waking up...
1M implied IV rank now at its highest level since July 29 2026: 23.2.
Vols are waking up...
Vols are waking up...
·
--
පරිවර්තනය බලන්න
@nomura's McElligott writes that model positioning now has G10 bond exposure in the 2nd percentile and STIR exposure in the 3rd percentile, reflecting extremely large shorts.
Any move by @SecScottBessent and the @USTreasury to spook the shorts and there's a monster rally waiting to happen in global bonds.
@nomura's McElligott writes that model positioning now has G10 bond exposure in the 2nd percentile and STIR exposure in the 3rd percentile, reflecting extremely large shorts.
Any move by @SecScottBessent and the @USTreasury to spook the shorts and there's a monster rally waiting to happen in global bonds.
Any move by @SecScottBessent and the @USTreasury to spook the shorts and there's a monster rally waiting to happen in global bonds.
4
·
--
පරිවර්තනය බලන්න
According to @goldmansachs, the fair value of $VIX here is 25.
The chart shows an inverted $VIX (inverted) against the CTA technical threshold breach.
$VIX is 18.
I'd say that's a mis-pricing worth buying...and I've been saying this (see below).
According to @goldmansachs, the fair value of $VIX here is 25.
The chart shows an inverted $VIX (inverted) against the CTA technical threshold breach.
$VIX is 18.
I'd say that's a mis-pricing worth buying...and I've been saying this (see below).
The chart shows an inverted $VIX (inverted) against the CTA technical threshold breach.
$VIX is 18.
I'd say that's a mis-pricing worth buying...and I've been saying this (see below).
2
·
--
පරිවර්තනය බලන්න
Realized Vol finally re-coupling with $COR1M for the first time in a long time.
Realized Vol finally re-coupling with $COR1M for the first time in a long time.
24
·
--
පරිවර්තනය බලන්න
The gap between these 3 volatility gauges, the $VIX, single stock vol, and cross-sector vol, is simply way too wide and it will re-couple.
The gap between these 3 volatility gauges, the $VIX, single stock vol, and cross-sector vol, is simply way too wide and it will re-couple.
23
·
--
පරිවර්තනය බලන්න
$USDJPY 1 month vol vs. $VIX
Looks like theres some catching up to do...
$USDJPY 1 month vol vs. $VIX
Looks like theres some catching up to do...
Looks like theres some catching up to do...
34
·
--
පරිවර්තනය බලන්න
US momentum factor GSPRHIMO up 7%, sharply outpacing EU high beta momentum basket which gained less than 3% over 2 days
@GoldmanSachs sales desk flagged a notable factor dislocation on September 9: the US momentum factor (GSPRHIMO) is up 7%, while the comparable EU high beta momentum basket gained less than 3% over 2 days.
That divergence is sharp even accounting for normal US/Europe factor spread. Within the US momentum move, semis are higher and software is lower, suggesting the rotation is sector-specific rather than a broad risk-on lift.
The EU momentum basket's relative underperformance over the same window suggests the factor catch-up is a US-specific dynamic rather than a global reflation trade.
US momentum factor GSPRHIMO up 7%, sharply outpacing EU high beta momentum basket which gained less than 3% over 2 days
@GoldmanSachs sales desk flagged a notable factor dislocation on September 9: the US momentum factor (GSPRHIMO) is up 7%, while the comparable EU high beta momentum basket gained less than 3% over 2 days.
That divergence is sharp even accounting for normal US/Europe factor spread. Within the US momentum move, semis are higher and software is lower, suggesting the rotation is sector-specific rather than a broad risk-on lift.
The EU momentum basket's relative underperformance over the same window suggests the factor catch-up is a US-specific dynamic rather than a global reflation trade.
@GoldmanSachs sales desk flagged a notable factor dislocation on September 9: the US momentum factor (GSPRHIMO) is up 7%, while the comparable EU high beta momentum basket gained less than 3% over 2 days.
That divergence is sharp even accounting for normal US/Europe factor spread. Within the US momentum move, semis are higher and software is lower, suggesting the rotation is sector-specific rather than a broad risk-on lift.
The EU momentum basket's relative underperformance over the same window suggests the factor catch-up is a US-specific dynamic rather than a global reflation trade.
87
·
--
පරිවර්තනය බලන්න
@Broadcom reaffirms $115bn/$230bn FY27/FY28 AI revenue targets as constraint shifts from demand to power and permitting.
Broadcom's Hock Tan reaffirmed FY27/FY28 AI revenue targets of $115bn and $230bn at the @GoldmanSachs Communacopia Technology Conference Day 1, September 9, 2026.
The message: demand isn't the problem anymore. The constraint has explicitly shifted to physical infrastructure, specifically power, permitting and data-centre construction timelines.
@Broadcom reaffirms $115bn/$230bn FY27/FY28 AI revenue targets as constraint shifts from demand to power and permitting.
Broadcom's Hock Tan reaffirmed FY27/FY28 AI revenue targets of $115bn and $230bn at the @GoldmanSachs Communacopia Technology Conference Day 1, September 9, 2026.
The message: demand isn't the problem anymore. The constraint has explicitly shifted to physical infrastructure, specifically power, permitting and data-centre construction timelines.
Broadcom's Hock Tan reaffirmed FY27/FY28 AI revenue targets of $115bn and $230bn at the @GoldmanSachs Communacopia Technology Conference Day 1, September 9, 2026.
The message: demand isn't the problem anymore. The constraint has explicitly shifted to physical infrastructure, specifically power, permitting and data-centre construction timelines.
69
·
--
පරිවර්තනය බලන්න
@openai token spend percentage on @vercel Gateway now printing its second highest level ever and rising...
@openai token spend percentage on @vercel Gateway now printing its second highest level ever and rising...
·
--
24
·
--
පරිවර්තනය බලන්න
Global AI revenue growth is unreal.
"Our revenue estimate for the AI economy reached $229 billion annualized by the end of August - up 3.5x in one year. Growth is going strong.
Trailing twelve-month revenue reached $140 billion last month, 3.2x the August 2025 value of $44 billion."
Global AI revenue growth is unreal.
"Our revenue estimate for the AI economy reached $229 billion annualized by the end of August - up 3.5x in one year. Growth is going strong.
Trailing twelve-month revenue reached $140 billion last month, 3.2x the August 2025 value of $44 billion."
"Our revenue estimate for the AI economy reached $229 billion annualized by the end of August - up 3.5x in one year. Growth is going strong.
Trailing twelve-month revenue reached $140 billion last month, 3.2x the August 2025 value of $44 billion."
35
·
--
පරිවර්තනය බලන්න
Eaton US Data Center Backlog Grows to 307 GW, or 15 Years of Build Backlog at 2025 Rates
Eaton Corp reported that its total US data center backlog has grown to 307 gigawatts, equivalent to 15 years of backlog at 2025 build rates, up from 12 years in its last update.
Only roughly 20% of this backlog converts near term, with the majority translating to 2028 and beyond deliveries.
Source: @UBS
Eaton US Data Center Backlog Grows to 307 GW, or 15 Years of Build Backlog at 2025 Rates
Eaton Corp reported that its total US data center backlog has grown to 307 gigawatts, equivalent to 15 years of backlog at 2025 build rates, up from 12 years in its last update.
Only roughly 20% of this backlog converts near term, with the majority translating to 2028 and beyond deliveries.
Source: @UBS
Eaton Corp reported that its total US data center backlog has grown to 307 gigawatts, equivalent to 15 years of backlog at 2025 build rates, up from 12 years in its last update.
Only roughly 20% of this backlog converts near term, with the majority translating to 2028 and beyond deliveries.
Source: @UBS
62
·
--
පරිවර්තනය බලන්න
@CrowdStrike's SafeMind cuts AI security query cost to $0.03 vs. $10 for frontier models, a 99% reduction
At Fal.Con 2026, CrowdStrike introduced SafeMind, described by @GoldmanSachs as the clearest example of the company moving from AI security vision to product architecture.
SafeMind is built on CrowdStrike's Cyber Superintelligence Lab, which takes @Nvidia Nemotron open-source and open-weight models and trains them on CrowdStrike's 15+ year history of kill chain datapoints and human reinforcement labelled data.
Specifically, remediations with SafeMind now cost as little as $0.03 per query, versus frontier models at $10/query, a 99% reduction in cost per the report. CrowdStrike plans to monetize SafeMind through token packs supported by Falcon Flex.
Goldman Sachs argues that domain-specific SLMs may offer a more compelling value proposition to enterprises than frontier models, as pairing LLM foundations with proprietary domain-specific training data can yield better results.
@CrowdStrike's SafeMind cuts AI security query cost to $0.03 vs. $10 for frontier models, a 99% reduction
At Fal.Con 2026, CrowdStrike introduced SafeMind, described by @GoldmanSachs as the clearest example of the company moving from AI security vision to product architecture.
SafeMind is built on CrowdStrike's Cyber Superintelligence Lab, which takes @Nvidia Nemotron open-source and open-weight models and trains them on CrowdStrike's 15+ year history of kill chain datapoints and human reinforcement labelled data.
Specifically, remediations with SafeMind now cost as little as $0.03 per query, versus frontier models at $10/query, a 99% reduction in cost per the report. CrowdStrike plans to monetize SafeMind through token packs supported by Falcon Flex.
Goldman Sachs argues that domain-specific SLMs may offer a more compelling value proposition to enterprises than frontier models, as pairing LLM foundations with proprietary domain-specific training data can yield better results.
At Fal.Con 2026, CrowdStrike introduced SafeMind, described by @GoldmanSachs as the clearest example of the company moving from AI security vision to product architecture.
SafeMind is built on CrowdStrike's Cyber Superintelligence Lab, which takes @Nvidia Nemotron open-source and open-weight models and trains them on CrowdStrike's 15+ year history of kill chain datapoints and human reinforcement labelled data.
Specifically, remediations with SafeMind now cost as little as $0.03 per query, versus frontier models at $10/query, a 99% reduction in cost per the report. CrowdStrike plans to monetize SafeMind through token packs supported by Falcon Flex.
Goldman Sachs argues that domain-specific SLMs may offer a more compelling value proposition to enterprises than frontier models, as pairing LLM foundations with proprietary domain-specific training data can yield better results.
14
තවත් අන්තර්ගතයන් ගවේෂණය කිරීමට ඇතුල් වන්න
Binance චතුරශ්රය හි ගෝලීය ක්රිප්ටෝ පරිශීලකයින් හා එක්වන්න
⚡️ ක්රිප්ටෝ පිළිබඳ නවතම සහ ප්රයෝජනවත් තොරතුරු ලබා ගන්න.
💬 ලොව විශාලතම ක්රිප්ටෝ හුවමාරුව මගින් විශ්වාස කෙරේ.
👍 සත්යායනය කරන ලද නිර්මාණකරුවන්ගෙන් සැබෑ විදසුන් සොයා ගන්න.
විද්යුත් තැපෑල / දුරකථන අංකය
නැගී එන මාතෘකා
CPIWatch
87M views
502,871 සාකච්ඡා කරමින්
අපගේ වර්තමාන ට්රෙන්ඩින් හෑෂ්ටැග් ව්යාපාරයේ “Share & Win” ගමනාගමන ත්යාගය ලබා ගන්න
✨තේමාව: CPI Trigger Rate Hike වෙයිද?
👉ඇතුළත් වන්නේ කෙසේද:
හෑෂ්ටැගය #CPIWatch සමඟ කෙටි පෝස්ට් එකක් හෝ ලිපියක් ප්රකාශ කරන්න
පහත කෝණ දෙක මත අන්තර්ගතය සකස් කරන්න:
- Nonfarm payrolls අපේක්ෂාවන් ඉක්මවා යන අතර CPI ළඟදීම එනවා. ෆෙඩ් එක rate එක ඉහළ දමයිද නැත්නම් නතර කරයිද කියලා ඔබ සිතන්නේ කුමක්ද?
- Bullish ද නැතිනම් bearish ද? ඔබේ අදහස බෙදා ගන්න සහ අපගේ trade sharing widget එක සමඟ ඔබේ stocks හෝ gold trade/holdings පෙන්වන්න.
🚀ව්යාපාර කාලය:
- 2026-09-11 3:00 - 2026-09-12 9:00 UTC
🎁ත්යාගය:
- ඉහත මාර්ගෝපදේශ වලට අනුකූල වන අතර වචන 100කට වඩා අඩංගු සුදුසුකම් ලැබූ පෝස්ට් පරීක්ෂා කරනු ලැබේ; 500 සිට 3,000 දක්වා යාකාරයෙන් ගමනාගමන වර්ධනයක් ලැබීමටද ඉඩ ඇත. ඔබේ පෝස්ට් එක තෝරාගත්තේ නම් ඔබට feed secretary වෙතින් දැනුම්දීමක් ලැබේ.
- Binance Square Official හි ඔබේ ලිපිය ප්රදර්ශනය කර ගැනීමට අවස්ථාවක් ලබා ගන්න
ඔබේ පෝස්ට් එකට අදහස් අවශ්යද? topic page #CPIWatch or Square Guide on How to Post for Better Reach වෙත පිවිසෙන්න.
Binance Square Official
·555 කැමත්ත දැක්වීම්
·1.4M views
BitcoinReboundsAbove$79KAfterCPI
3,446 views
132 සාකච්ඡා කරමින්
BNBTops730USDT
26,860 views
706 සාකච්ඡා කරමින්