Slow observer @SlowObserver
Slow observer｜Investor｜Watching the world change… “As long as you live, keep learning how to live” Joined May 2024-
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A must-watch minute from @elonmusk predicting and explaining the causes for the destruction of France.
I keep going back to this interview as we watch France burn… The Far Left interviewer frame Elon and us as “Far Right” for being against exactly what is happening today. Elon’s every word was proven correct. Her view was proven wrong. The Media is the Enemy of the People.
SPX closed at 7,650—right on the biggest near-term call sale. Options flow points to a 7,600–7,700 range with downside skew: Lose 7,600 → 7,500 / 7,400 Clear 7,700 → 7,785–7,800 Cleanest single-name flow: BA, then ORCL. NFA. #SPX #OptionsFlow
Watch out -- $NFLX is on the verge of breaking below its 10-year ascending channel.
$MAGS what if we cut capex? $AAPL $MSFT $AMZN $GOOG $META $NVDA
“Excess compute” Sounds to me like we have a demand shortage brewing… not what you want to hear if you’re long the AI Infra trade. $SMH $AMD $MU $META
Watch this level closely — a false breakout may be setting up. bitcoin:native
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗
Free the political prisoners in Britain!
Goldman's market breadth measure is near the worst in at least 20 years
Shina @Shina99363
0 Followers 15 Following
Hannah 🥧 @Sweet_Hannah_a
478 Followers 1K Following It means an entire lifetime! Even one year less, one month less, or one hour less, it's not considered a lifetime💕
Cindy @reered_cindy
361 Followers 4K Following Think of a number. Double it. Add six. Half it. Take away the number you started with. Your answer is three. Isn`t it mind blowing?
$Altcoin_Trader$ @1223Altcoin
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dealonai @dealonai
530 Followers 5K Following The All-in-One AI Hub 50+ AI Models | 5000+ Tools | One Platform Code • Images • Video • Content
Brian Ferold @BrienFerold
327 Followers 2K Following 🔎 I Teach Investors How To Analyze Businesses | Stock Fundamentals & Valuation Teacher | DM me “BUFFETT” for premium courses | Free Investing eBook (Link) ⬇️
Cooper Mitchell - Hom... @homegymcoop
38K Followers 538 Following 🏡 Building Dream Home Gyms 💪🏻 Gym Equipment Is My Thing 🧠 "Coop's reviews are fantastic" - Arnold Schwarzenegger
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Eric Lefkofsky @lefkofsky
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David Lin @davidlin_TV
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Hedgeye @Hedgeye
448K Followers 1K Following We are an independent investing research and financial media company. Not Investment Advice. Access our research at https://t.co/7g2FfaekGA.
Phantom_Defi @0xPhantomDefi
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lauren @poteto
220K Followers 911 Following grok @bot at @SpaceXSI. react compiler core team, prev cursor, meta, netflix
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37K Followers 79 Following Founder & CEO @ AI Automation Society Amazon Bestselling Author in AI Featured in Forbes & Inc. 1M on YT [email protected]
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1.1M Followers 212 Following Only on X, don’t trust fake accs AI/Semi Supply Chains Research Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
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13K Followers 3K Following Bitcoin & Macro Liquidity • Cycles • Market Structure NFA. Just sharing my research.
𝗰𝘆𝗰𝗹𝗼�... @nobrainflip
540K Followers 538 Following Crypto trader & angel investor ✧ Follow for free educational content on crypto investing & trading copy-trade me here: https://t.co/ZqCYW5Qk4M
Midas @DeFiMidas
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Nancy Pelosi Stock Tr... @pelositracker
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Pentagon Pizza Watch @pizzintwatch
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30K Followers 2K Following U.S. stock market influencer | Financial background | Global traveler | Sharing insights on markets, trade, and economics | Swim, basketball, golf enthusiast.
Michael Burry Stock T... @burrytracker
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1.3M Followers 2K Following Premier site for classical chart analysis of futures markets. Trader for five decades. Market Wizard. Author. Membership Factor Report https://t.co/83DcDyF2SE
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320K Followers 800 Following 台湾出身の日本AV女優 🇹🇼🇯🇵 ❌回訊僅限工作，不私約❌ 2014/04/04 台灣模特出道📷 2025/03/29 日本AV出道🔞 🔥JAV作品固定月更🔥 購買平台請查看下方連結樹🐳 職業SM女王👸🏻（預約制，請私訊領取表單）
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183K Followers 114 Following Trader • Market Analyst Bybit : https://t.co/Ba5wJCA1jH 🚀 $30K Welcome Bonus BloFin : https://t.co/E4pkIS4axj 🔥 $5K Bonus
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1.9M Followers 31 Following Fast, affordable internet available all around the world. Engineered by @SpaceX
NoName @WhaleNoName
51K Followers 540 Following Trader since 2018 | BTC · Stocks · DeFi · Degen · Macro Called BTC ATH 2025. Made 3M on TRUMP
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Tesla Super Intellige... @TeslaSI
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墓碑科技 @mubeitech
74K Followers 5K Following 人类的金色通道：Crypto → AI → Space 美国政治｜AI 科技｜国际博弈 独立中文评论 · 原创解读 观察西方，反思东方，理解文明 Curated English-source commentary in Chinese
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Cheddar Flow @CheddarFlow
367K Followers 103 Following Covering Unusual Options Flow + Dark Pools + Gamma Exposure In Real Time. Free course: https://t.co/hY4cg1xx1N
Dami @damileearch
11K Followers 178 Following Architect + Youtuber in Vancouver, BC. Makes videos on architecture, creativity + career.
Rapid Response 47 @RapidResponse47
2.3M Followers 69 Following Official White House Rapid Response account. Supporting President Trump’s America First agenda and holding the Fake News accountable. MAGA!
Zack @Asmongold
1.4M Followers 2K Following Professional Neckbeard--Daily streams on https://t.co/BqNJkRLiQd and https://t.co/WHdqUUTWRc https://t.co/MUlaccUpUt
Similarweb @Similarweb
65K Followers 310 Following The World’s Leading AI-Powered Digital Data Company. Listed on @NYSE: $SMWB
Jawwwn @jawwwn_
32K Followers 1K Following posting into the void 📺🫡••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
Ben X @Reportify_Xu
22K Followers 87 Following 小帮规划 & https://t.co/wl5qSOUNvA创始人 7年AI创业经验 腾讯、红杉、DST、蓝驰被投企业，德意志银行、雪湖资本，哈佛大学
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