The fact that everyone is posting about $NOW and retail probably buying the shit out of it tells me it probably won’t rebound anytime soon 😂

tHe MaRkEt WiLl DrOp 1000 pts on Monday 😂😂😂 - Every “Professional Trader” on X this past weekend.

I’m quite surprised, this is usually when we see bears come onto X and say the market is rigged cause they try to fight the trend 😂😂

me and Claude

My portfolio 2 weeks ago vs my portfolio today

The amount of times people say, “this time it’s different T” when the market is panicking…. will always have me in laughter fits. If this face ripping rally didn’t teach retail traders about the importance of being invested instead of timing markets, I don’t know what will.

New Opus Model Out!

Cybercab has started production

Idk what Claude has done to their model/harness but they’ve completely fucked it. Everything is slop atp.

You’re welcome!

This earnings season just proved that CAPEX spend isn’t a knee jerk reaction for investors to consider but rather a kink in data points over the long run. Too little CAPEX spend = no future moat/positioning = failure Too much CAPEX spend = no FCF to contribute to buybacks =

Investing rule #1 that I’m surprised most people get wrong on here: Never make decisions on investing based on ONE earnings report. Every business has its “bad day”. Sentiment shifts quicker than quicksand. Let time iron out those kinks…

So I see we’ve reached the part in the timeline where everyone switches to codex temporarily… Looking forward to the part where everyone switches back to Claude again soon!

Which one is actually completing projects for you?

The biggest mistake I see time and time again are retail traders with a god complex using their ego more than their brains. Never. Short. A. Secular. Bull. Market. Pretty simple actually.

Anthropic has been awfully quiet lately 👀 No app updates, no bug fixes… no feature pushes… After a month of full steam ahead… What’s going on over there ?! Boris Cherny

There it isssssssss lol

Pretty simple what just happened with SpaceX and Anthropic 1. xAI amassed compute / inference through Colossus 1/2 the past 1-2 years 2. xAI then reshuffled its entire internal intelligence/model team 3. Models/coding suffered a delay because of reshuffle 4. They still owned

Every time an asset class goes parabolic with strong underlying fundamentals but the chart looks “overbought” = another FURU screaming BUBBLE!!!!! 😂😂

Here we go!