Peter

Staff AI Engineer | ~25 yrs in markets
Weekly AI + market recaps. One minute, no hype, just facts.
Critical thinking, asymmetric bets. Not advice.

[Peter @LordMarket22]

Hey Guys,
I have seen this from someone :) so let us try.

I am here to connect with anyone having any overlap in my interests:
- ethical use of AI
- software development
- startups
- economy
- psychology
- health / healthspan
- biohacking
- fitness

And I have some more but maybe next time :)

Take care all of you!

And might be cheesy but make the world just a bit a better place.
(boyscout rule)

Take care all.

[Peter @LordMarket22]

@13_narcissus yes, without a blink if we can work together, soft skills as or even more important

[Peter @LordMarket22]

no pt yet without sales number, I might will analyze the stock a bit further to have a rough idea about fairer price, basically thesis is that price did not move as historically for big releases it should have moved, I have seen many bad events bad sentiments in the past years, even it was target for joke, we are nowhere hype phase so there is room for sentiment change I will reevulate every week/or days when events happening

Gl!

[Peter @LordMarket22]

@SkillJoyed @ChrisCamillo Like intelligent discussions and other side of the trades, or critic voices so followed you ;)

[Peter @LordMarket22]

@BuiltByRapha thank you Rapha, followed back!

[Peter @LordMarket22]

I agree with you, kindness and empathy is much needed in this world.

But from other hand, it is super troublesome to find ppl sometimes who replied under your posts or replies.

I mean notification is not always working and you literally need to go through sometimes your hundred of posts or replies to find the ppl notification is missed.

Does anyone have better solution? I could pay for X api to always check, but would be a bit not cost effective :D

[Peter @LordMarket22]

@buildwithdk @X Hey guys,
Just for engagement, plus if anyone open for connection then pls check my profile if you see something there.

I already have connection with DK (thanks for it)

[Peter @LordMarket22]

@karanC_12 @X I am sorry to read this man, really, you have all my support, and this geniunly sux, and seems like a huge injustice and incorrectness. I hope you will find a forum where you can have the numbers you deserve.

I guess you already sent a ticket or something to handle this. GL! :(

[Peter @LordMarket22]

@danieldwalton Buddy, you commented on me before multiple times, wanna connect Man? I tried but without luck before :(

[Peter @LordMarket22]

A 3 day old account: 4.2M views, 30k followers, massive engagement. HOW?
- algo bug?
- perfect tweet ever existed?

Let me explain what actually happened here, because it is not luck and not talent, but even more interesting:
- https://t.co/DGZdvUao4k

1️⃣ One engagement bait line, "Can I become famous without even trying?" Anyone can answer in a second, and replies are exactly what the algorithm rewards most.

2️⃣ The first wave looks bought. A 3 day old account following zero people does not find its first thousands organically.

3️⃣ Then real people arrive, reply for free, and the machine feeds itself.

The target is in the bio:

A pump token address. Millions of eyeballs. The account will get banned after, and they do not care. The next burner is already registered.

- https://t.co/dFR7k6lP43

The goal was not fame, your click was and eventually your money. We were played my friends.

Search for the address, you will see how many accounts are involved...

[Peter @LordMarket22]

Amazing thoughts, thank you Buddy!

1) Yes, watermark really made ppl angry... But also how expensive it became Claude, and to be fair, not like 100 level better than other models, just burning more token... So really, plus the outages, I belive ppl geniounly got pissed off, and not without a reason.
(If you read back, I also had a mini crash out last week :D)

2) Amazing, this was the feedback I was looking for, thanks for sharing it!

3) I have Cursor sub, but maybe not the package needed, but I really think about based on your feedback and what I had read, that I need to do a move here.

Thanks again, loved to read you!

[Peter @LordMarket22]

Folks,

I was on vacation as many you know it, but every night I tried to catch up.

Seems like @claudeai is not as loved anymore (I also articulated some problems about being more compact and handling bigger contexts with handover, etc), and @bot seemingly shocked the world as how useful it can be.

Can you get me up to speed?
Did you try grok?
Did you love it?
Best package to buy?
(Maybe some Cursor package)

Maybe some use case you found Grok is Super groking in it?

I am thinking about switching from Claude to Codex/Deepseek or combine them with Grok, Cursor.

I hope you had great days!

[Peter @LordMarket22]

@itsalanagrace @mikaylagroodyy Happy to connect with all of you guys, I already connected with Alana (hope you do not mind I post here, but hopefully it is good for engagement too).

[Peter @LordMarket22]

@unusual_whales I think I heard similar things before, from Cathy Wood?
"We have a 5-yearstime horizon"

Too bad seemingly they forgot to tell us, this is a moving horizon or moving three years away... It can be anytime from now + 3 years and infinity, literally :D

[Peter @LordMarket22]

@GTA @RockstarGames
This could have been a generational swing trade :( too bad I was busy chilling and being on vacation...

I let this one go. But I believe this leak panic is one of the most short sighted selloffs I have seen in a while. If the game is genuinely good (and there is every chance it is), we will see huge sales. So as soon as sales numbers arrive world cannot ignore anymore $TTWO.

The other bit, we have a big event 27 of August, Netflix release of the trailer, never happened before, this can be a trigger point for the stock.

I did some research on this before: around big game releases, as the trailers come out, the hype usually shows up in the price well before launch.

History and facts:
🎮 A group started posting real GTA 6 gameplay on Aug 18. Rockstar's takedown notices effectively confirmed the footage is real (press)

📉 Take Two fell from a $246.95 close on Aug 14 to a $231.58 low on Aug 20, about 6 percent, roughly $2.8B of market value (Yahoo Finance) It closed that same day back at $240. Half the panic was gone by dinner (Yahoo Finance)

🕰️ The 2022 mega leak was far bigger, 90 clips of dev footage. The stock closed the next trading day slightly HIGHER (Yahoo Finance, Sept 2022)

💰 GTA V sold over 200 million copies (Take Two earnings)

🗓️ November launch unchanged, guidance untouched (company)

[Pubity @pubity]

GTA 6 publisher Take-Two Interactive lost almost $3 billion in market value after the GTA 6 leaks.

The stock price plummeted from roughly $246 per share earlier this week to a low of $233 today.

[Peter @LordMarket22]

Bro, your dog is literally one of your biggest strenght... Fun fact your dog best friend is almost my dog lookalike, I found this funny :D

On this note, I vouch for Connor, and happy to connect anyone around AI/Fintech/Health, etc... Just drop me a message so I do not forget to follow back.

[Peter @LordMarket22]

@ConnorTalksAI After the first complications and life crisis, it became actually easier, but you need to be more strategic, pragmatic and many things, but with good use, it can make life geniuinly easier, not easy question to be fair.

[Peter @LordMarket22]

@13_narcissus haha, I am in that club Buddy years ago :D, but thank you :D

[Peter @LordMarket22]

@andreigec Thanks, I am more than happy, connected from my side!

[Peter @LordMarket22]

Hey Guys,
I have seen this from someone :) so let us try.

I am here to connect with anyone having any overlap in my interests:
- ethical use of AI
- software development
- startups
- economy
- psychology
- health / healthspan
- biohacking
- fitness

And I have some more but maybe next time :)

Take care all of you!

And might be cheesy but make the world just a bit a better place.
(boyscout rule)

Take care all.

[Peter @LordMarket22]

Bro, TTWO does not do anything literally in years in terms of price movement :D all the gaming sector is a bit suffering, with software.

So yes, I feel like we have this all time tendency to feel everything is priced in :D :D

My 2 cents:
In my research usually before big game releases (Nintendo, Take Two, CDPRoject) there is usually a big surge in price and then sell the news, now I see almost the opposite move.