@goodalexander / appears on threadguy, threadguy, tweets, threadguy, threadguy, tweets, threadguy, threadguy, tweets, threadguy, threadguy, tweets, threadguy, threadguy, threadguy, threadguy, threadguy, tweets, threadguy, threadguy, threadguy, threadguy, tweets, threadguy, tweets, threadguy, tweets, threadguy, threadguy, tweets, threadguy, threadguy, threadguy, threadguy, tweets, threadguy, tweets, threadguy, threadguy, tweets
if IBKR wants to win in crypto, step 1 is remove stablecoin deposit and withdrawal limits
And you want to buy fiat currency?
global bond markets collapsing under exploding debt issuance
Humanoid robots aren't coming. Those things matter bc you're slamming call options in your brokerage account
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
Palantir's entire pitch could be wrong, because if smarter AI models no longer need its special data structure, an angry Anthropic working with Goldman can gut the stock.
We aren't going to space. Those things matter bc you're slamming call options in your brokerage account
Within 1 year OpenAI and Anthropic will announce Palantir competitors btw
A 4x error, from pricing an Anthropic API's cache reads as if they were full-rate OpenAI input
Notice that we just spoke nearly an hour and a half about tech stocks without talking about Google. It's, it's the most consensus buy-side long. Everyone's long, right?
the ontology might not be necessary for vector database performance. And that's like the really like spicy thing is like, what if Karp's wrong? What if you don't need an ontology?
OpenAI has 3 times the number of users as, you know, Amazon. It has 900 million chat DAUs and currently the market narrative and the market consensus is that Sam Altman's an idiot because he has 900 million DAUs and he's losing money on the DAUs.
Yeah, I'm short every telecom stock right now.
Yeah, I'm short every telecom stock right now.
Or, you know, Take-Two is like getting— even though they've got a new GTA game, it's getting smoked. And there was a narrative that like for a while that, you know, video games would be a big beneficiary of AI.
like right now, for example, Nintendo is down, you know, 40% over the last year.
You know, if you look at Coinbase, it's like got substantial sequential revenue deceleration. So, you know, people are not investing in Solana, they're, they're investing in HPE. And so, you know, the sort of B2B focus of the markets has completely changed.
Now it's like, okay, now it has triple-digit, you know, data center growth. And it's the things that are going up are kind of historically stocks that retail would have never thought of. And a lot of them like SanDisk and like Micron.
some of these stocks that are, that are pumping, like HPE, you know, like I used to trade this thing back when I was at a hedge fund. It is the most boring company in the world.
it also has the unfortunate sort of leverage concentration for Michael Saylor, who has, you know, issued a lot of preferred and complex convertible financial instruments on top of it, which have kind of concentrated the ownership and the liquidity profile and now is kind of driving a market downturn.
Where are you on Bitcoin versus other coins? I mean, obviously you mentioned Zcash. Like, how strong do you think the Bitcoin thesis is these days? And how, how much maxi-ness needs to be considered in that thesis? The Bitcoin thesis is getting weaker by the day.
No reach data yet.
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