Op

I aim for a holistic mkt approach (LT stocks to options to RE), trying to develop stupid simple systems that let me think less and relax more (not there yet).

[Op @OperatorAnon]

@sudoingX One thing to note is that the 128gb box runs deepseek-v4-flash surprisingly well with antirez’s ds4 repo. Getting north of 100tps pp and ~15tps decode, whittles down to 70/10 at 200k context. Most impressive local model I’ve used and that includes qwen3.6-27b

[Op @OperatorAnon]

Shed some POET, basically derisked the rest of my shares. Sold a tiny % of shares and a call the same exp as my LEAP. Always silly to fight new(ish) highs but I’m just taking chips off the table, still have a good bit left.

[Op @OperatorAnon]

Can’t wait for it to be disclosed that $ASTS was/is used in some capacity in Iran. Price doesn’t reflect this line of thinking imo.

[Op @OperatorAnon]

We already have a social credit score. It’s called a credit score (good for society)

[Op @OperatorAnon]

$SO being the most boomer also has the “safest” moat — if everyone loses their jobs power co will still need to run + they have a mature microgrid arm (data centers) as a potential hedge to energy independence

[Op @OperatorAnon]

My favorite boomer picks for AI + Power are $SO $ASML $GEV

[Op @OperatorAnon]

How long until fine tuning hits the openclaw hustloooors

[Op @OperatorAnon]

I’ve spun up some agents and I’m actually impressed. Proven wrong by the speed these things are shipping/iterating at. Pretty damn fun and this is the early innings. Btw: fine-tuned small agents will rule. Who has best data for this? (GOOG + more)

[Op @OperatorAnon]

I’ve spun up some agents and I’m actually impressed. Proven wrong by the speed these things are shipping/iterating at. Pretty damn fun and this is the early innings. Btw: fine-tuned small agents will rule. Who has best data for this? (GOOG + more)

[Op @OperatorAnon]

Therefore most investors start bailing when they see the risk is not justifying the reward (now? — tbh I think that selloff is a lot worse than this blip). BUT this just opens the door for legacy to cement and innovators to replace the failures. 2/

[Op @OperatorAnon]

Researching more hardware plays as well, Power will be huge (GEV), Elon’s prediction about space data centers yields plenty of interesting ideas, people say it’s impossible (tough =/= impossible, naysayers are boring) what problems must be solved and who solves them? 10/

[Op @OperatorAnon]

Current playbook for the next few years: AI remains the trade. The possibility that it swamps humans in the mundane and repetitive is basically a lock in my eyes. But the current spending is a race to the bottom. 1/

[Op @OperatorAnon]

40% haircut being the AI darlings (if I’m right about GOOG it hits maybe 33%ish max) not the SnP, unless some financial fiasco is caused by these morons (not out of the cards). 9/

[Op @OperatorAnon]

Never left, just practicing silence (and getting off of social media more).

More to come 🙏

[Op @OperatorAnon]

Also wanted to share this from Jan 5, not bad for only holding ETFs and stocks >$300bn Mcap.