Dregen

In the depths of the summer, I finally learned that within me there lay an invincible winter bull. I'm a philosopher, I don't give financial advice.

[Dregen @Absurd_Stranger]

Dip buying starts today

[Dregen @Absurd_Stranger]

Not today

[Dregen @Absurd_Stranger]

It's time

[Jim Cramer @jimcramer]

Nike guide horrendous

[Dregen @Absurd_Stranger]

Energy is next

[Aptura AI @apturaai]

Great to see SpreadsheetBench V2 appear in the Kimi model card. Really impressive performance. We will refresh the results on the website shortly.

If you would like to be included or learn more about SpreadsheetBench and other benchmarks we are working on, please DM us

[Kimi.ai @Kimi_Moonshot]

Introducing Kimi K3: Open Frontier Intelligence

🔹 2.8 Trillion Parameters, 1 Million Context, Native Multimodal
🔹 Kimi Delta Attention enables up to 6.3x faster decoding in million-token contexts
🔹 Attention Residuals deliver ~25% higher training efficiency at <2% additional cost
🔹 Built for long-horizon agentic coding and self-evolving workflows

Kimi K3 is now live on on https://t.co/zrk6zZxZUo, Kimi Work, Kimi Code, and the Kimi API.
Open Weights by July 27, 2026.

🔗 API: https://t.co/XCrgjXAqMw
🔗 Tech blog: https://t.co/YTfiMSNM1f

[Dregen @Absurd_Stranger]

@dannycheng2022 Thanks a lot! How is whale accumulation calculated?

[Dregen @Absurd_Stranger]

At the moment software rotation is still the hottest trade. Additional exposure to drones, select AI infra, energy, crypto, and healthcare. A few relevant names:

$NOW, $ORCL, $RBRK, $RDDT, $CLSK, $IREN, $CIFR, $HOOD, $EOSE, $FLNC, $CRWV, $CRCL, $OKLO, $SMR, $FIG, $USAR, $OSCR

[Dregen @Absurd_Stranger]

We’re so back $CLSK

[Dregen @Absurd_Stranger]

Stocks that I’m adding here: $SOFI, $CRK, $CELH, $WING, $RIVN

[Dregen @Absurd_Stranger]

Time to add $GTLB

[Dregen @Absurd_Stranger]

Bottom for #SaaS / #AIShock

[Jim Cramer @jimcramer]

Now the toughest part may be overcoming some really hideous charts, something which matters to even the best of the fundamentalists but they just don't want to admit it. The software charts, of course, are horrendous under any span of time

[Dregen @Absurd_Stranger]

$TTD huge insider buy

[Dregen @Absurd_Stranger]

@MichaelAArouet I generally agree, but do these statistics account for pension in Germany given it’s mostly state pension?

[Dregen @Absurd_Stranger]

$CLSK back above a key trend line

[Dregen @Absurd_Stranger]

$CLSK is the next $IREN

[Dregen @Absurd_Stranger]

Previously the market has hyped and overvalued VC backed tokens that ended up dumping on retail and builders. But I believe the market will soon recognize the importance of fundamentals and value strong fundamentals. Tokens such as $CRV, $EUL, and $DRIFT are on my radar.

[Dregen @Absurd_Stranger]

My thesis for the rest of the bull run: Avoid VC backed tokens and focus on tokens in the middle of the market with strong fundamentals.

[Dregen @Absurd_Stranger]

Finally a buying opportunity

[Dregen @Absurd_Stranger]

Suddenly, $MARA and $CLSK are hot again. Who stayed loyal through the tough times?