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Engineer → floor trader → former equity desk quant. Credentials debatable, execution surgical, systematic to the core. Take my views with a dash of humor.

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@Kyrannio He envisioned ObiwanAI. And, "these aren’t the tokens you’re looking for"

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@TradeEagleIQ $MSFT is flashing plenty of warning signs too. As the largest outside stakeholder in OpenAI, it's the best proxy for one of the most anticipated IPOs of the century!
All this AI CapEx to power the revolution and you dump us 20%?

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@dougboneparth How many dips do I need to buy, I'm tired being up 20% every month...

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The AI CapEx "BAGholding-4" report their earnings in the next two weeks.

$ORCL been panic flashing warning signs all over the place and those BAG-4 Q2 numbers better be very well cooked...Beat, Raise and Praise, well.

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So #OpenAI is being sued by a potential major customer. #Anthropic is getting government guardrailed, while #xAI leaks user private data into outer space.

Meanwhile Alex Karp and Satya Nadella are publicly poo-pooing all over frontier models...what else could possibly go wrong?

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@TradeEagleIQ No argument there. They are betting on an AI ROI that only they can see. The chart appears far less convinced. Now imagine if just one of the AI CapEx Mag-4 blinks over the next two weeks.

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@dnapway Those crooks, what’s next they’ll issue SPACs?

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@HansCashFlow How about we create an AI-Arena, a game like Risk where 4 frontier models face one another...
The AI World Cup! FIFA are you seeing this?

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@SamanthaLaDuc We have all the tools and we’re data dependent…he said

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@dougboneparth Cha-ching! And all those Cisco shares you bought with that second mortgage should print bigly next year...genius I tell you

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@TradeEagleIQ Sure, but it does look beautiful. A longer timeframe H&S on that big of a name, rarely works but calling for a neckline bounce almost always draws some patriots…JPM are you seeing this?

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$ORCL is sitting at a catastrophic technical and narrative crossroads.

Its AI CapEx binge been screaming Dotcom nightmare: $156B in debt, S&P downgrade to BBB− (one notch above junk) and negative $23.7B free cash flow driven by its massive AI infrastructure buildout.

Worse yet, if you take the monthly H&S pattern to heart, the measured move from here resolves below $0!

The neckline is breaking, and we need a massive panic intervention right here, right now…

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@HansCashFlow More the reason. Put a solid name behind a complete black box solution. We cover S, M, L implementations. Local or cloud, your pick. We have decades of data, reputation, biggest AI research bench, chips and device o/s. And none of this childish circus...

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@dougboneparth They're trying, trying real hard...

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@Mayhem4Markets For any chance of that IPO not flopping, OpenAI has no choice but to replace their CEO asap. Pick someone with more acceptability. Bret Taylor maybe?

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@HansCashFlow I'm losing hope. Cannibalizing the search-ad money machine must be an absolute nightmare. Then again, if they spin out YouTube, it will be worth the equivalent of two $QCOM not one, two!
TPU and NPU monopolies? They really can have it all if they move fast.

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@jbulltard1 Communist! Musk promised you guaranteed basic income, where working and saving would be completely unnecessary…oh, oops, sorry.

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@zerohedge Maybe we need FIFA for UFC…oh, oops, please ignore

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@SamanthaLaDuc Why not, if being up 70% on a rolling 1 year window, while $USDJPY is still dancing around 160, is a story for the history books.

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@great_martis Very rare sighting!