Rodrigo Benedetti

Say no to multiple arbitrage.

[Rodrigo Benedetti @RodriGo_ethe]

Choose compute

Choose HBM. Choose CoWoS. Choose X-ray metrology. Choose a fucking big SiC fab. Choose substrates, T-glass substrates.

Choose PCBs. Choose a japanese bottleneck and wondering who the fuck you are on a Sunday morning reading about tungsten drills.

Choose returns.

[Rodrigo Benedetti @RodriGo_ethe]

@tangentstyle @nachkari I am a bear, don't get me wrong. But I think Kepler doesn't count Iranian barrels. At the end of the day if we miss some of those china will buy clean barrels

[Rodrigo Benedetti @RodriGo_ethe]

@tangentstyle @nachkari They haven't totally. We are missing iranian barrels now due to the US blockade and 2mmbd of products (gasoline, diesel etc). So maybe 4mmbd missing

Latest data shows that deficit might increase, but Iran is hurting. It's a huge mess but when it gets fixed there'll be oversupply

[Rodrigo Benedetti @RodriGo_ethe]

@DynamicMoats @HatfieldCapital @WaterworldCapi1 Boring cashflowing stuff and banks

[Rodrigo Benedetti @RodriGo_ethe]

Part of doing ok in the markets is being able to spend some money giving back. You want to support a better, more free future?

Donate to @debian or other open source projects.

It's literally this meme

[Rodrigo Benedetti @RodriGo_ethe]

@ArgonathCapital That means not being stubborn

[Rodrigo Benedetti @RodriGo_ethe]

Part of managing money is that despite some good runs the market always humbles you.

It's always somewhat painful, but the sooner you listen the more profitable despite the pain.

[Rodrigo Benedetti @RodriGo_ethe]

October, always such a treat

[Rodrigo Benedetti @RodriGo_ethe]

Waking up, beautiful morning, getting ready for the customary spanking on the markets later on 🫠

[Rodrigo Benedetti @RodriGo_ethe]

Narrator: Charts don't matter

[Rodrigo Benedetti @RodriGo_ethe]

The chart of the Canadian banks (TD for example) is absolutely horrible. Highest valuation is many years too.

Idk why I shorted those and bought housebuilders, in which world do I win?

[Rodrigo Benedetti @RodriGo_ethe]

I hate earnings season

[Rodrigo Benedetti @RodriGo_ethe]

@Merridew__ Either you are long SPCX or you are short SPCX

[Rodrigo Benedetti @RodriGo_ethe]

I see we are getting excited on ARR renting GPUs and people still debate if there's a bubble

[Rodrigo Benedetti @RodriGo_ethe]

@KFullhorn27410 HBM?

[Rodrigo Benedetti @RodriGo_ethe]

The vibes are bad. AI seems totally bust, no resulting of Hormuz and real rates are too high. Not the ideal environment for me, but I just hope copper gets murdered (long overdue)

[Rodrigo Benedetti @RodriGo_ethe]

@peakandshovel No sina la vez haces con regulaciones que cueste 5 veces más:)

[Rodrigo Benedetti @RodriGo_ethe]

@AlphaDropRsrch Not what I had in mind xD

[Rodrigo Benedetti @RodriGo_ethe]

You know the oil price is unsustainably high when even the Kurdistan producers are... Starting to drill again!!

[Rodrigo Benedetti @RodriGo_ethe]

@dopamine_uptake It's shitco²

[Rodrigo Benedetti @RodriGo_ethe]

@dopamine_uptake It's a former British kompounder that listed in the US and sold their left for dead European assets to an obsessed Belgian

[Rodrigo Benedetti @RodriGo_ethe]

A lot of charts looking like this, wouldn't be short these...

[Rodrigo Benedetti @RodriGo_ethe]

@shirefindsvalue That's a very interesting question. I think many charts are similar due to flows/factors packing together companies in baskets, and short term moves are dictated by those

[Rodrigo Benedetti @RodriGo_ethe]

short ANT

[Anthropic @AnthropicAI]

Working with @citrini, we asked Claude to design proteins that bind to five scorpion toxins (covering the part of the toxin that latches onto cells).

Over the next 64 hours, Claude generated over 300,000 designs; we sent 211 to @adaptyvbio and @TwistBioscience for lab testing.