Definitely Not Stonks

[alldaystocks | 24/7 Market News @allday_stocks]

$BIDU Baidu’s Kunlunxin Reportedly Targets $14.7B Valuation in Hong Kong IPO

• Baidu’s AI chip unit Kunlunxin is reportedly targeting a valuation of around $14.7B in a potential Hong Kong IPO
• Kunlunxin is a key part of Baidu’s domestic AI semiconductor and infrastructure strategy

[Definitely Not Stonks @DefNotStonks]

@JaguarAnalytics You need to add a "Both" option at this point.

[Definitely Not Stonks @DefNotStonks]

@TheShortBear Yes, Claude just feels better to use, but the recent downgrades in performance really mess with the image Anthropic built... non-stop messing with limits and degraded performance will probably impact the growth.

[Definitely Not Stonks @DefNotStonks]

@ruth_capital @unusual_whales Nah, we are chill! You can't harm us since we already killed out industries ourselves!

We are one good regulation away from solving this oil problem.

[Definitely Not Stonks @DefNotStonks]

@anandragn @WisemanCap I'm not a hater but I think people really went overboard with the extrapulation. The AI tools we have are amazing and useful, but they can also be obscenely dumb at times. They can add to the productivity of anyone, but they lack reliability in order to replace anyone.

[Definitely Not Stonks @DefNotStonks]

@anandragn @WisemanCap It is one thing to vibe code an app and another to put it in production and for everything to work perfrctly. The article grossly exaggerates what is feasible. I'm not entirely against it but come on... AI imprpves efficiency for low-level tasks but that's about it for now.

[Definitely Not Stonks @DefNotStonks]

@yieldsandmore @SiloIntern @MoonwellDeFi Just wanted to point out they are way worse than you thought. Especially them blocking everyone affected - blanked ban on all who complained or asked questions

[Definitely Not Stonks @DefNotStonks]

@yieldsandmore @SiloIntern @MoonwellDeFi The Stable Labs blowup/rugpull didn't only result in 60k of bad debt. For example vault 127 is sitting at 9 mil in bad debt.

Silo mods banned everyone in that vault from Discord though.

[Definitely Not Stonks @DefNotStonks]

@Deepvue Deepvue

[Deepvue @Deepvue]

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[Definitely Not Stonks @DefNotStonks]

@alphacharts365 I am seriously curious why she is even relevant still...

[Definitely Not Stonks @DefNotStonks]

@erikcarell @jfsrev Hey! This looks amazing! Can you please tell me how/where you pull all the data?

[Definitely Not Stonks @DefNotStonks]

@SimpleSwings Can you also elaborate why you closed the majority of the trade at 80$? Was it the speed of the move or proximity to events (FOMC) that warranted derisking?

[Jeff Sun, CFTe @jfsrev]

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[Definitely Not Stonks @DefNotStonks]

@ZaStocks I am all for AI but saying "not a bubble" because the picks & shovels leader is growing like mad on the back of unprofitable customers (eg OpenAI) is questionable. It isn't a bubble as long as there is consumer demand and consumers are willing to pay for it (not use it for free)

[Jeff Sun, CFTe @jfsrev]

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