AE

Posts are Opinions | LLMs are profiling and now have memory | Posts will be purged anytime | Algos are enabling your Reptilian Brain and it never ends well.

[AE @AlphaExtrema]

@pinkhasov Adding another dimension

https://t.co/A0piO0yfM1

[OddStats @OddStats]

Mondays after terrible Fridays for the NASDAQ

[AE @AlphaExtrema]

@hristopelov He got caught off guard after oking the report

[AE @AlphaExtrema]

FinX Don't tell me what has happened..it's done

[AE @AlphaExtrema]

Closed IHI 5%

[AE @AlphaExtrema]

IHI, IBIT

[Negligible Capital @negligible_cap]

DeepSeek is becoming more popular among US enterprises as companies look for cheaper alternatives to Anthropic and OpenAI

“DeepSeek takes top spot on 'trending' list as companies look for alternatives to OpenAI and Anthropic, spending tracker's report says Chinese artificial intelligence start-up DeepSeek took the top spot on a major US business spending index in June, surging as more companies swap out expensive American options like OpenAI and Anthropic in favour of more affordable alternatives.”

Nothing to see here

[AE @AlphaExtrema]

@pinkhasov https://t.co/8phTYN09GN

[Nick G. @nickgiva1]

Simple fact: 11.50% return is a huge hurdle rate to beat. Always was and always will be. And now he has to raise it even more.

Nothing to do with selling 32 BTC. It's the hurdle rate and the cash at hand. If he can't issue more STRC he has to either sell BTC or hit that ATM very hard to pay future dividends. Either way the $MSTR stock suffers.
Why anyone would own it at a premium to spot net BTC owned is beyond me: leverage in this situation only really is amplified to the downside.

[AE @AlphaExtrema]

@ZeeContrarian1 Also most of them are Canadians Miners which are worst due to labor and mining laws in Maple country

[AE @AlphaExtrema]

@ZeeContrarian1 Why Junior Minors ETF arent they the worst ?? I use them to short against my core gold holdings

[AE @AlphaExtrema]

@Apo98388625 @Merridew__ you underestimate QQQ manipulation day is not over yet

[AE @AlphaExtrema]

@Merridew__ I added to ihi 🙏

[AE @AlphaExtrema]

How much that will cost ??

[AE @AlphaExtrema]

Agents are creating verbose logging to increase tokens spend .. and think if you are creating a server which processes 1M request per second and you have a race condition..lol agent will spend 10B tokens to figure out what the problem is .. fun times

[Shef @AlexShefrin]

Prediction: Companies that laid off people in the last two months to "focus on AI" are about to get their first real invoice from Anthropic.

[AE @AlphaExtrema]

I have been hearing he sold lemons as there are random calculation bugs in gpus due to cooling issues .. and no one can figure out how to fix those .. hardware is hard ..

[AE @AlphaExtrema]

Open AI will never be able to compete with Gemini on price .. one uses internal solution for chips other uses compute from Mighty NVDA .. at this point if I am enterprise I just use Gemini or I will self host .. most tokens are useless anyways

[AE @AlphaExtrema]

Nvda hardware is a drag on open ai and anthropic ..reason xai signed a deal with anthropic and zuck selling some unusable no value add service to fill the gap in ai spend ..that's team nvda for you

[AE @AlphaExtrema]

Or its a sign they are trying to make a top ..

[AE @AlphaExtrema]

Is the Bubble Pulling all the liquidity..

[AE @AlphaExtrema]

Is the Bubble Pulling all the liquidity..

[AE @AlphaExtrema]

@pinkhasov cc: @dampedspring

[AE @AlphaExtrema]

@pinkhasov Andy did some work on it he had huge thread on it .. Will try to find and link it .. It was sometime back

[AE @AlphaExtrema]

@Merridew__ Axios will report something