Socc @Socckya

Joined September 2026

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Chubby Fish @zeng_os

13 hours ago

我会给你完整的一生的

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Socc @Socckya

14 hours ago

@kimmonismus It's impossible to maintain a durable lead when distilling a new model only takes a few months.

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If you're wondering why the market keeps selling off, take a look at these two charts from Goldman Sachs. The chart on the left shows how much hedge funds have been buying versus selling throughout 2026. When the black line moves higher, it means hedge funds are buying more than they're selling. When it moves lower, it means they're selling more than they're buying. Notice those three red boxes in April, August, and October? Each one highlights a period of extremely aggressive selling, with the latest reading approaching the lows we saw earlier this year. In other words, hedge funds have been dumping stocks at a pace similar to some of the worst selling periods we've experienced earlier this year. Now look at the chart on the right. The blue line represents how much leverage hedge funds are using on their long positions, meaning stocks they're betting will go higher. The red line represents leverage on their short positions, meaning stocks they're betting will go lower. Notice how the red line has climbed dramatically. According to Goldman Sachs, short leverage has now reached the 99th percentile over the past five years. In simpler terms, hedge funds are carrying some of their largest bearish positions in years. And this helps explain why we're seeing so much pressure across AI, semiconductors, memory, and other high growth stocks. Not only are institutions selling their existing positions but they're also increasing their bets that stocks will continue falling. And as someone said unfortunately, we're just collateral damage in the battles between hedge funds. What's even crazier is that some of these hedge funds have been getting absolutely hammered themselves and some funds are under tremendous pressure to recover their losses. And who knows, maybe aggressively shorting the market is their grand plan to finally come back to life before the year ends, haha. I'm obviously being a little sarcastic, but when large institutions start selling billions of dollars worth of stocks, retail investors get caught in the middle. Even companies reporting strong earnings and growing their businesses can get dragged down simply because large funds are reducing risk or betting against the broader market. But here's something important to understand.The same positioning that's putting pressure on stocks today could help fuel a pretty aggressive recovery. When investors short a stock, they eventually have to buy it back to close that position. If the market starts recovering, some hedge funds may rush to cover their shorts, creating additional buying pressure. That's why markets can sometimes recover just as aggressively as they sell off. Of course, none of this means we've reached the bottom. Hedge funds can continue selling, and bearish positioning can remain elevated for quite some time. But I think it's important to recognize that a lot of this selling is being amplified by institutional positioning. It doesn't necessarily mean the long term fundamentals of every company being sold have suddenly deteriorated. My long term conviction in AI infrastructure hasn't changed, regardless of how ugly this gets.

Melvin @MelvinInvests

2 days ago

I know the market has been absolutely BRUTAL lately, especially for those of us invested heavily in AI, semiconductors, and other high growth stocks. But I think it's important to put what's happening into perspective. Right now, investors are dealing with inflation, elevated

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Socc @Socckya

15 hours ago

@DLazyNewGENIUS @KyleLBenzo @MTSlive Trivial.

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hatopoppo @atitiki

21 hours ago

オグリキャップ

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K E I S E V @NotKeisev

3 days ago

Metieron Umamusume dentro de Forza Horizon 4

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machuuu @machuuu68

2 days ago

she's just happy to be there 😀👍

machuuu @machuuu68

2 months ago

new tech unlocked

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Kendall @KendallWucker

a day ago

Life is so good Forever Young x2

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Socc @Socckya

2 days ago

@Omercheema No clear reason in April? My brother in Christ, semis are printing money faster than the Fed with no end in sight for at minimum of 2 more years.

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Thomas Hikaru Clark @thomashikaru

2 days ago

If you've noticed a distinct dialect emerging in frontier AI models and struggled to understand what they're talking about, you're not crazy! We turned to psycholinguistics to investigate what makes the writing style so weird, and why this might be happening 🚨New preprint! 🧵

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Socc @Socckya

2 days ago

6X levered all in bet on semis. Shorts, come and get me

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Socc @Socckya

2 days ago

@dissectmarkets Biggest bull sign I’ve seen all day. Thank you for posting this!

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MTS @MTSlive

2 days ago

SITUATION DETECTED: Warhound launched from stealth today with a $200M seed at a $1.2B valuation. Ben Lamm and Palmer Luckey are cloning gene-edited bio-enhanced dogs and equipping them with custom Anduril vests, goggles, and sensors for the military and law enforcement.