Probably Ballistic @BasedStatistic
software / finance stuff. (mostly) self-funded. Manhattan, NY Joined November 2024-
Tweets3K
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Followers850
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Following538
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Likes2K
When I was 19 I was a trader at a big bank. I wore a diaper because I couldn’t leave my screen. “Pee at your desk” - the MD who ripped my shirt’s pocket because “only accountants have pockets.” How times have changed! Glad that’s behind me. Nowadays, I shit my pants instead.
Very difficult to trade when I just want to play with claude code 2.0. But this is the most lucrative trading environment. As always, I’m never happy. Anyway, I bought $SOC, $PGY and moved my 20% cash to $GLD while in government shutdown mode
Damn so japanese movies like “XYZI-901” or “SSNI-392” will now come completely pixelated until you pay a 100% tariff
Damn so japanese movies like “XYZI-901” or “SSNI-392” will now come completely pixelated until you pay a 100% tariff
This excludes TSMC, SK Hynix, etc to make it look like a “financial loop.” But this is how supply chains usually work. Also, where are the consumers, like ChatGPT users or companies like Cursor? If you only show the big suppliers, all supply chains will look like a loop.
This excludes TSMC, SK Hynix, etc to make it look like a “financial loop.” But this is how supply chains usually work. Also, where are the consumers, like ChatGPT users or companies like Cursor? If you only show the big suppliers, all supply chains will look like a loop.
I don't typically bullpost. I just made $NBIS biggest % of my portfolio because the industry investors index on analyst targets, and only one analyst has updated their price target post $MSFT deal. There will be some mechanical rebalancing until the next analyst reprice (maybe).
There are only two scenarios: (1) this succeeds, and our children will have their imagination replaced with AI slop (2) this fails I really hope for the scenario 2. I will sell all my $META shares today at the open market because I am all in on scenario 2.
There are only two scenarios: (1) this succeeds, and our children will have their imagination replaced with AI slop (2) this fails I really hope for the scenario 2. I will sell all my $META shares today at the open market because I am all in on scenario 2.
rugpull. giving up 5.4% via $0.01 warrants for a credit line…?
rugpull. giving up 5.4% via $0.01 warrants for a credit line…?
$NBIS extremely bullish flow every single dip without any break. Predictable. It always turns green. Euphoria mode. The last buyers are yet to be found despite euphoria mode. I’m literally trading while on a treadmill at the gym with poor wifi. That’s where we are in the market.
The $IBM news is interesting.. I’m a software engineer who has done some qbit programming but the fact that they can price probabilities in bonds “better” than a conventional computer… that makes me scared as a quantum bear. (I have no positions, just sentiment)
$NBIS is making 8% swings every day and ending close to the top. The next datacenter deal needs to be huge or NBIS will rubber band back hard.
I’m making money hand over fist and it’s scary because I know I’m going to be down big soon.
$LB - first landlord agreement with $NRG confirmed!
$LB - first landlord agreement with $NRG confirmed!
Everyone commits to spending huge amounts on AI to each other but they’re not exchanging cash. They’re just bartering services with arbitrary dollar value attached. This is what happened in 1999 right? I wasn't sentient human back then.
$PATH ran up to my post-ipo cost basis. i'm out. I sold 75% of my position at IPO (bought pre-IPO) and stupidly let the rest run all the way up and all the way down.
Selling $BMBL at a 10% gain. I've never used a dating app. I just bought it because they had the ability to boost cash flow jsut by cutting R&D expenses. I don't know if they can if $META is also entering the ecosystem.
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