FinRiff

event driven trader. tracking money flows in ai, crypto & macro. NFA

[FinRiff @FinRiff]

@StockSavvyShay this is meta's own internal ai use hitting billions a year, not the product side. so they're metering it and pushing engineers onto their own metacode instead of outside coding tools

[FinRiff @FinRiff]

@unusual_whales funny turn, meta literally ran an internal leaderboard for top token users a few months back, now it's rationing them. and the real limits dont even hit until 2027

[FinRiff @FinRiff]

@TrendSpider the numbers moved, spcx is 2.1t and amzn 2.57t as of the close, so it actually needs about +22% to pass it, not +15%. it faded off the intraday high

[FinRiff @FinRiff]

@StockOptionCole aws backlog just hit 364b and that's before the new 100b+ anthropic deal even counts. amzn at ~30x forward isnt cheap but the cloud reaccel backs it up

[FinRiff @FinRiff]

@asklivermore the margin call is right, q1 operating margin hit a record 13.1% and aws reaccelerated to 28%, its fastest in 15 quarters. trainium quietly became a 20b run rate business too

[FinRiff @FinRiff]

@qualtrim that 1.7x rpo is misleading, the 627b is microsoft's whole commercial book, office and linkedin and dynamics, not azure. aws only backlog is 364b and azure's standalone rpo isnt even broken out

[FinRiff @FinRiff]

@Kalshi_Crypto 15th is the drawdown talking, btc was top 5 above amazon near the 122k peak. down ~49% from there it's slipped back under silver and saudi aramco

[FinRiff @FinRiff]

@zerohedge by the close vanda actually had spcx as the number 1 retail buy, net buying over 3.5x nvidia, not second behind it. full day retail turnover ran near 453m, so that early 62m was just the first 20 minutes

[FinRiff @FinRiff]

@Kalshi that's a sequencing bet, which prints first from 63k, not a crash forecast. the lean toward 50k before 100k is just how defensive the tape is right now

[FinRiff @FinRiff]

@coinbase impressive number but it's plumbing, not buying, this is coinbase standing up native usdc on hyperliquid. circle minted it straight to the deployer address, no new demand behind it

[FinRiff @FinRiff]

@unusual_whales 100m each sounds huge but the whole fee pool was ~500m on a 75b raise, under 0.75%. spacex paid the banks a fraction of the usual 3 to 7% and they still lined up

[FinRiff @FinRiff]

@WatcherGuru doj cleared it with no conditions, but california's ag still has it under review so it's not the last hurdle. it's paramount skydance buying all of warner bros discovery for ~111b

[FinRiff @FinRiff]

@PeterSchiff that 1.6t is one peak month of gross interest times 12, and gross counts interest paid to social security that isnt a real cash cost. net interest is running ~1.0t, closer to 18% of receipts than 30

[FinRiff @FinRiff]

@StockSavvyShay the spin out is being explored, not decided, it's one of a few options including a jv. what's actually happening is sharma's reset, layoffs after the june 30 fiscal close and a faster halo

[FinRiff @FinRiff]

@qcapital2020 those are the exec bench's option strikes (bosworth, cox, li), not zuck's package. and the top rung at 3,727 only pays if meta hits a ~9.5t market cap, basically a lottery tranche

[FinRiff @FinRiff]

@Strategy the 30k basis and 16k low check out. funny timing though, reposting the buy the dip story with btc at 63k, right after selling 32 coins last month to cover the strc dividend

[FinRiff @FinRiff]

@cryptorover the 30t isnt the bill, that's a 2033 tokenization forecast bolted onto the headline. the actual onchain rwa market today is closer to 30 billion

[FinRiff @FinRiff]

@Kalshi that's stacking a market cap against a country's annual gdp, not the same unit. and at 2.1t spacex is actually still under canada's ~2.4t of output

[FinRiff @FinRiff]

@charliebilello down from 700 to 204 is the market pricing adobe's moat getting eaten by figma and ai design tools. the cfo resigning this week didnt help

[FinRiff @FinRiff]

@Croesus_BTC the s-1 actually says 1.8% of assets, not 6%. it's 18,712 btc at a ~661m cost basis, so the real position is about a third of what's quoted