Gilles Gruwez

Energy options trader

[Gilles Gruwez @Gastrader976]

@AndreasSteno Its not BS. It's important. The bearish SaaS trade is coming full circle. Frontier labs have little moat.

[Gilles Gruwez @Gastrader976]

@turtletv69 @Midnight_Captl Thats would surprise me. Of course, like any other business decision they will weigh quality vs price. The labs had first mover advantage but now it seems like OS is close to par.

[Gilles Gruwez @Gastrader976]

@AnalysisOp @iamfabian Why irrational? Its same concept as SaaS selloff no? If someone can replicate your secret sauce for the fraction of the cost, what is your moat?

[JFPuget 🇫🇷🇺🇦🇨🇦🇬🇱 @JFPuget]

Brain drain reversal.

US discovering what harm it does to a country when people it trained leave for another country.

[TheValueist @TheValueist]

Equity Trading Through Counterparty Analysis and Edge

This presents a framework for successful discretionary long/short equity trading that centers on counterparty analysis rather than abstract valuation alone. A trader must constantly ask who is on the other side of the transaction and why they are willing to trade at the current price, linking execution to a test of a trader's edge. This perspective suggests that the most profitable trades occur when one is transacting against non-fundamental, forced flows driven by factors like benchmark constraints, indexing, or risk management.

[Gilles Gruwez @Gastrader976]

$FLOW.AS Still trading at TBV in case anyone needs it

[Gilles Gruwez @Gastrader976]

So, when are all these investors going to write down their OpenAI/Anthropic stake? #kimi

[Gilles Gruwez @Gastrader976]

@AndreasSteno Much more plausible: credit funds and VC with too much exposure to AI shorting it to hedge.

[Gilles Gruwez @Gastrader976]

@AndreasSteno I dont think it matters much for AI infra. But Anthropic and OpenAI are obviously doomed.

[Gilles Gruwez @Gastrader976]

@TMTLongShort Mate, you guys INVENTED P.C. That's your thing. Wake up.

[Gilles Gruwez @Gastrader976]

@AJE_Sport It's Argentina. Probably something racist.

[Gilles Gruwez @Gastrader976]

@mansourtarek_ Real traders will wait until CME launches the proper version.

[Gilles Gruwez @Gastrader976]

@mansourtarek_ What about physical delivery etc? Theres no way this is a real market.

[First Squawk @FirstSquawk]

IRAN'S FOREIGN MINISTRY SPOKESPERSON STATES THERE ARE NO CURRENT PLANS FOR NEGOTIATIONS AND THAT THE FOCUS IS ON DEFENSE.

[Gilles Gruwez @Gastrader976]

@FirstSquawk Has Warsh said anything dovish since he's chair? And yet so many people still consider him a dove. If it looks like a duck and swims like a duck its probably not a chicken

[Gilles Gruwez @Gastrader976]

@DeItaone Sure buddy

[Gilles Gruwez @Gastrader976]

@iacondios @calvinfroedge No, I think the guy doesnt add the net debt to the market cap for this company. If you would acquire the company you need to take over the debt and this one has a shit ton of debt.

[Gilles Gruwez @Gastrader976]

@kevinxu Don't think so brother.