Notes on the Noise

Markets, life and other things I pretend to understand.

[Notes on the Noise @NotesontheNoise]

This is an important one.

What the past can teach us about today, and why this is important to understand for the AI buildout.

https://t.co/Lx3YqXsmLQ

[Notes on the Noise @NotesontheNoise]

@CK_Cryptoklepto @matedoggo69 First in first out tax means this wouldn’t work as you’ve described

[Notes on the Noise @NotesontheNoise]

This chart is why I am bullish on $MSFT with AI.

Their distribution into corporations is unparalleled.

Regardless of which product is better.

[Jeff Huber @jeffreyhuber]

could happen again

[Notes on the Noise @NotesontheNoise]

The improvements to its algorithm for ad targeting are insane. My bet is that soon $META will be providing ads for SPECIFIC products you are actively considering buying and a click through payment process.

The ROI on this compared with generic targeting because you like x is massive

[Notes on the Noise @NotesontheNoise]

@saylor got greedy.

Owning 5%+ of all #bitcoin was never going to be good for the ecosystem.

$MSTR

[Notes on the Noise @NotesontheNoise]

It’s not too late to learn why $CRM wins in the agentic AI era

[Notes on the Noise @NotesontheNoise]

It’s not too late to learn why $CRM wins in the agentic AI era

[Notes on the Noise @NotesontheNoise]

https://t.co/NaAbMLHHpz

[Notes on the Noise @NotesontheNoise]

$CRM $PLTR $MSFT up 3-5% overnight…

Watching this rotation closely

[Notes on the Noise @NotesontheNoise]

Interesting day. $CRM $MSFT $PLTR all up with AI hardware stocks like $ALAB and $BE down.

I am watching very closely for a rotation into the AI application layer

[Notes on the Noise @NotesontheNoise]

Interesting day. $CRM $MSFT $PLTR all up with AI hardware stocks like $ALAB and $BE down.

I am watching very closely for a rotation into the AI application layer

[Notes on the Noise @NotesontheNoise]

@Zalek_pl Agree. I’m still heavily invested in the AI hardware wave but taking profits along the way which I will continue to invest in the AI application layer like $CRM

[Notes on the Noise @NotesontheNoise]

And the market still hasn’t caught on to what is happening…

$CRM

[Marc Benioff @Benioff]

In Salesforce’s first quarter Agentforce processed 28.6 trillion tokens — up 152% QOQ — & converted them into 3.8 billion Agentic Work Units for our customers, up 111% QOQ. ❤️📈

[Notes on the Noise @NotesontheNoise]

@pradeeepk Probably nothing

[Notes on the Noise @NotesontheNoise]

@MilkRoad The problem is being a contrarian in all cases does not work. By definition.

It only works at certain times. If you trade against the prevailing trend the whole time you will lose

[Notes on the Noise @NotesontheNoise]

So let me get this straight.

Leopold was short $NVDA $SMH etc and sold $LITE $INTC at the end of March. Pretty much the bottom.

The market then went on an insane run going massively against him.

And everyone thinks there’s some signal in this 2 month old filing?

[Notes on the Noise @NotesontheNoise]

So let me get this straight.

Leopold was short $NVDA $SMH etc and sold $LITE $INTC at the end of March. Pretty much the bottom.

The market then went on an insane run going massively against him.

And everyone thinks there’s some signal in this 2 month old filing?

[Notes on the Noise @NotesontheNoise]

The talk about Warsh is heating up 👇

[Notes on the Noise @NotesontheNoise]

The current market volatility isn't just noise. It’s a signal. 🚨

Since Kevin Warsh was named Fed Chair, we’ve seen a violent rotation: Tech is being sold, while "Old Economy" (Industrials, Energy, Banks) catches a bid.

Here is the "Warsh Doctrine" explained. 🧵👇

[MacroValue @pradeeepk]

Yes CRM usage has risen at $CRM $HUBS

[Notes on the Noise @NotesontheNoise]

@SmallCapSnipa Infratil nearing a gigawatt with CDC

[Notes on the Noise @NotesontheNoise]

$NVDA going again overnight

Breakout on

[Notes on the Noise @NotesontheNoise]

The market doesn’t make it easy…

$NVDA broke out to new highs only to reserve last week. This is normally bearish.

But it reversed again and made new highs. I think this could be the start of a decent run after a good consolidation.

[Rocket Lab @RocketLab]

Turning sunlight into survival - the role Rocket Lab solar cells play in the Artemis missions.

[Notes on the Noise @NotesontheNoise]

The market doesn’t make it easy…

$NVDA broke out to new highs only to reserve last week. This is normally bearish.

But it reversed again and made new highs. I think this could be the start of a decent run after a good consolidation.