Scott Milne

Technical Stock and Options Trader - Equities - Forex - Algorithmic Bot Trading - Family Office Est. 1983... - No Financial Advice Provided Here -

[Rep. Anna Paulina Luna @RepLuna]

According to today’s expert witnesses: JACK RUBY AND CHARLES MANSON WERE MKULTRA ASSETS.

I am following up directly with the CIA to demand the full release of MKUltra records. The American people deserve and will be delivered the truth.

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $JOBY Joby Aviation and Toyota Launch Strategic Manufacturing Joint Venture

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐉𝐨𝐛𝐲 𝐀𝐯𝐢𝐚𝐭𝐢𝐨𝐧 and 𝐓𝐨𝐲𝐨𝐭𝐚 formed a strategic manufacturing joint venture.

➤ Alliance aims to build 𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐢𝐚𝐥 production capability for Joby's eVTOL aircraft.

➤ Partnership will enhance 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐯𝐢𝐭𝐲, 𝐪𝐮𝐚𝐥𝐢𝐭𝐲, and 𝐜𝐨𝐬𝐭 efficiency.

➤ Toyota will contribute its 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 expertise and production systems.

➤ Joint venture will support 𝐚𝐢𝐫𝐜𝐫𝐚𝐟𝐭 certification and future production scale-up.

➤ Companies will leverage their respective strengths to expand 𝐚𝐢𝐫 𝐦𝐨𝐛𝐢𝐥𝐢𝐭𝐲 adoption.

➤ Toyota has supported Joby's aircraft manufacturing efforts for 𝐧𝐞𝐚𝐫𝐥𝐲 𝟏𝟎 𝐲𝐞𝐚𝐫𝐬.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ Manufacturing scale-up is critical for 𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐢𝐚𝐥 eVTOL deployment.

➤ Toyota's production expertise could accelerate Joby's 𝐩𝐚𝐭𝐡 𝐭𝐨 𝐦𝐚𝐬𝐬 production.

➤ Alliance strengthens Joby's position in the emerging 𝐚𝐢𝐫 𝐭𝐚𝐱𝐢 market.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "Toyota has been by Joby's side for nearly a decade, providing invaluable guidance and support as we built the foundation for manufacturing our aircraft. Today's announcement reflects the strength of our relationship and our shared confidence in the opportunity ahead. Together, we share a vision of making aerial mobility an everyday reality, and we look forward to delivering on that promise together." — 𝐉𝐨𝐞𝐁𝐞𝐧 𝐁𝐞𝐯𝐢𝐫𝐭, Founder and CEO of Joby Aviation.

➤ "Since our founding, we've been guided by the philosophy of providing mobility for all. Over time, we've continued to expand what mobility can mean. We see air mobility as a natural extension of that philosophy—from the ground into the sky—and as a way to bring new value to people's lives and to society. It's really meaningful for us to take on this challenge together with Joby, a partner that shares the same vision. We believe this strengthened relationship is an important step forward in realizing the future mobility society." — 𝐀𝐤𝐢𝐨 𝐓𝐨𝐲𝐨𝐝𝐚, Chairman of Toyota Motor Corporation.

[Met Samuel @MetSamuel]

Joby will be the most consequential aviation company in generations. They're creating instant gratification aviation.

I put this video together because an essay just wouldn’t do this story justice.

Not only is $JOBY building and operating their aircraft, they’re also building software that allows users to fly at short notice anywhere within 10-50 miles and eventually beyond that. With a single press of a button, the entire end-to-end journey is handled, with car rides automatically taking you to and from the aircraft.

This incredible use case is made possible thanks to Joby’s acquisition of Uber Elevate. This gave Joby the multimodal orchestration software that makes seamless door-to-door aerial mobility possible.

By acquiring Elevate, Joby also gained years of intellectual property around operational constraints and coordination such as: multimodal orchestration, demand modelling, noise mapping network/vertiport placement, airspace mgmt., reducing friction points of journeys, etc.

They also acquired most of the Elevate team including the head of the program, Eric Allison (@eallison), who is now the Chief Product Officer at Joby. Eric Allison led the team at Uber in building out the multimodal software that was successfully put into practice with Uber Copter, the first true door-to-door aerial service in aviation history. Eric Allison is now at Joby refining the very same software he built with his team at Uber, now aptly called ElevateOS.

Joby has all the Lego pieces to provide what Geoffery Moore calls the “Whole Product”. Eric Allison’s team has done the hard miles with their software to deliver the best possible door-to-door service. The engineering and testing team have put in the hard miles with the aircraft as it gets closer to TIA and then type certification. The operations team is building a robust pilot training pipeline alongside other airline-standard capabilities like maintenance and safety management.

The aircraft Joby is building is the “shiny object” that everyone focuses on, and for good reason. Its low noise and high safety through redundancy is a key enabler, without which this revolutionary business model, which relies on high throughput flights at scale, is dead in the water.

But to me it’s the multimodal software that is the most important piece for allowing incredible scale. It “productizes” the entire flying experience in a seamless way, allowing anyone to instantly acquire a flight at a moments notice. Anytime something is made easier, people do more of it. Jevon’s Paradox is referenced all the time when it comes to AI. The same applies to flying with Joby.

Instant gratification aviation will certainly induce demand to outlying destinations around cities and most importantly, it will provide rural access to communities that have been cut off from airline service.

Without Uber Elevate, the level of instant gratification that we will experience with Joby wouldn’t be possible. Special appreciation to the founders of Elevate, Jeff Holden, Nikhil Goel, & Mark Moore. The net result of Uber Elevate is now a Joby superpower that is hidden in plain sight. And no, it’s not theory, it was proven out with Uber Copter.

Still, everything is contingent on type cert. But with ElevateOS, Eric Allison and his team are to going fulfill JoeBen Bevirt’s vision of ubiquitous electric-powered flights by putting his aircrafts to the best possible use. We are witnessing aviation history.

[Nate Friedman @NateFriedman97]

I exposed the Islamic takeover of New Jersey. The mayor of Paterson has renamed his city "the capital of Palestine in America." Main Street is now Palestine Way. I went there to ask questions about what they truly want.

I'm kicked out of one of the biggest mosques in America within minutes of asking about a sheikh there who did a sermon for former Hamas leader Ismail Haniyeh. Mosque security tails me in a golf cart filming my license plate off the property. I later uncover that the mosque has 3 connections to Hamas.

In the video, I go into a barbershop and immediately am asked "are you a Jew? Are you a Zionist?" before being slammed out the door under a window with a t shirt that says "Jews Did 9/11" and a photo of Sinwar, the architect of October 7th, 1200 people were killed that day including 46 Americans and Saleem honors him.

I try to interview more people but most can't speak English. A man tells me "if you walk down Main Street it's like Ramallah."

The mayor has declared Paterson the sister city of Ramallah. The streets are empty at 1:30pm on a Friday because everyone is at the mosque.

This is a 30 min drive from NYC.

[Rand Paul @RandPaul]

I have re-referred Anthony Fauci to the DOJ for prosecution. The evidence is clear. He funded dangerous research, knew the likely origin of COVID as early as January 2020, and spent years lying to Congress and the American people.

15 million people are dead. Justice demands accountability. @MariaBartiromo

[Amy Mek @AmyMek]

🚨ISLAMIZED DEARBORN: THE POLICE FORCE IS BEING TAKEN OVER

Dearborn Muslim Police Chief Issa Shahin stands proudly in front of a Lebanese flag and openly boasts about transforming his department.

He praises his “Arab American” police force, now 45% Arab (up from just 3%).

He celebrates hijabs being respected even when facing the justice system.

He closes most speeches with “Hamdullah.”

He brags about his strong, proud Palestinian wife and admits he has been actively recruiting to make the force more “representative.”

The goal is clear: 100% Islamic control so the city, state, and eventually the country live under Sharia.

This is not diversity or community policing.

This is the deliberate Islamization of American law enforcement.

When the police chief himself pushes religious accommodations and demographic replacement while ending speeches in praise to Allah, you no longer have officers protecting the Constitution. You have Sharia enforcement in uniform.

[Elon Musk @elonmusk]

For a US official to fly the flag of another country after having sworn an oath of citizenship that requires sole loyalty to America is nothing but treason!

[Cardinal @CardinalOConnor]

@PeteHegseth @DOWResponse I never thought I’d see the day when info could travel from bottom to top so fast. A bad commander’s nightmare; a good commander’s dream. X is amazing.

[Scott Milne @ScottMilne_]

@Itsdorami Excellent work.

[Dorami @Itsdorami]

Saw this on $TSM and this is exactly where most people read it wrong. Revenue beat, AI demand strong… but EPS missed expectations. That mix isn’t “good” or “bad”, it’s the kind of result that usually creates a second move after the first reaction.

So instead of reacting to the headline, I ran it through @Bitget 's GetClaw. I asked: “TSM has already released earnings. Based on current results and price reaction, compare this to historical post-earnings behavior and identify whether this is continuation, overreaction, or delayed move. Then map trade setups with confirmation signals.” What stood out is that TSM rarely resolves in one move, it’s usually reaction → pause → then the real move.

So my setup is simple. If strength holds and gets accepted → I follow continuation. If bounce fails and structure weakens → I treat it as delayed selloff. No guessing, just waiting for confirmation.

And this is where I’ve changed the most. Before, I’d either chase late or miss it completely because once the market closes, that’s it. Now I don’t have to pause just because it’s Friday. I’m running this on Bitget so I can actually track and act on it 24/7 while the setup keeps developing.

Full breakdown from GetClaw is in the images below. If you want to run the same setup or see exactly what I used, I’ve dropped both links in the comments. TSMUSDT trading link is there if you want to execute directly, and the Bitget earnings breakdown is there if you want to follow the exact analysis I used.

[Crossroads @Dr_Crossroads]

$SOFI's LPB continues to expand, with $3.6b in new agreements.

I had questions on the demand given the current macro and the state of private credit. It would seem the appetite hasn't decreased overall.

[Scott Milne @ScottMilne_]

Excellent thesis. HBM $MU

[Serenity @aleabitoreddit]

Google's TurboQuant...

And it's effect on $SNDK, $MU, SK Hynix, and others:

What it does:
-> 6x reduction in KV cache memory footprint
-> 8x Speedup on H100 GPUs

It's a compression algorithm.

Now... Will it beat down memory?

-> Prob not.

Implications might be bullish for $ARM and others though where you can run AI locally, rather than DRAM heavy DCs.

However:

->This is basically DeepSeek round 3. You can make algorithms more efficient. But that doesn't replace either memory or GPUs.
-> It could structurally (and slightly) reduce DRAM demand.
-> think it's only been tested on small models so far like Gemma, Mistral, and Llama-3.1 (and paper's been out for a year)

Also, markets conflated DRAM with NAND... this algo compresses the KV cache (DRAM). Doesn't do anything to NAND storage?

Regardless:

Algorithms will always get more efficient. People keep saying Jevons Paradox, which is true since this just scales use cases.

Main thing to look out for is hyperscaper capex projections, not Google Algorithms that made things more efficient.

Feels more like a narrative headwind than anything material to earnings.

[Serenity @aleabitoreddit]

Google's TurboQuant...

And it's effect on $SNDK, $MU, SK Hynix, and others:

What it does:
-> 6x reduction in KV cache memory footprint
-> 8x Speedup on H100 GPUs

It's a compression algorithm.

Now... Will it beat down memory?

-> Prob not.

Implications might be bullish for $ARM and others though where you can run AI locally, rather than DRAM heavy DCs.

However:

->This is basically DeepSeek round 3. You can make algorithms more efficient. But that doesn't replace either memory or GPUs.
-> It could structurally (and slightly) reduce DRAM demand.
-> think it's only been tested on small models so far like Gemma, Mistral, and Llama-3.1 (and paper's been out for a year)

Also, markets conflated DRAM with NAND... this algo compresses the KV cache (DRAM). Doesn't do anything to NAND storage?

Regardless:

Algorithms will always get more efficient. People keep saying Jevons Paradox, which is true since this just scales use cases.

Main thing to look out for is hyperscaper capex projections, not Google Algorithms that made things more efficient.

Feels more like a narrative headwind than anything material to earnings.

[Scott Milne @ScottMilne_]

@aleabitoreddit My take is it's bullish.
https://t.co/SkOVyTFLQL

[Scott Milne @ScottMilne_]

Bull case - TurboQuant - Micron $MU - and other HBM memory manufacturers:

$MU The Micron selloff on the TurboQuant news is classic first-order panic. Google’s technique compresses KV cache (inference memory for context/history) to 3 bits with zero accuracy loss — delivering 6×+ memory reduction and up to 8× faster attention on H100s.This only hits inference.

Training (the real high-margin HBM driver) still needs full FP16/BF16 precision for weights, activations, gradients & optimizer states. Cheaper inference → longer contexts, higher concurrency, more models, broader adoption. Jevons Paradox: lower cost per query → massively higher total workload volume. Net: Intensity drops, but overall memory demand explodes. Bullish for Micron long-term. Efficiency accelerates demand, it doesn’t kill it.

[Scott Milne @ScottMilne_]

Bull case - TurboQuant - Micron $MU - and other HBM memory manufacturers:

$MU The Micron selloff on the TurboQuant news is classic first-order panic. Google’s technique compresses KV cache (inference memory for context/history) to 3 bits with zero accuracy loss — delivering 6×+ memory reduction and up to 8× faster attention on H100s.This only hits inference.

Training (the real high-margin HBM driver) still needs full FP16/BF16 precision for weights, activations, gradients & optimizer states. Cheaper inference → longer contexts, higher concurrency, more models, broader adoption. Jevons Paradox: lower cost per query → massively higher total workload volume. Net: Intensity drops, but overall memory demand explodes. Bullish for Micron long-term. Efficiency accelerates demand, it doesn’t kill it.

[Siyu Li @siyul]

Compared to a typical @muddywatersre short report, this $SoFi piece is relatively weak and insubstantial. (can elaborate more on this, but hold that thought)

However, aside from chest-pumping BUY screenshots and belittling short-seller standard disclaimer (short covering), there is a lack of merit-based rebuttals on X or from SoFi.

Why? (more interesting to me)

[Scott Milne @ScottMilne_]

@siyul @muddywatersre There needs to be a point for point rebuttal or I'm out.

[Nick shirley @nickshirleyy]

🚨 Here is the full 40 minutes of my crew and I exposing California fraud, Minnesota was big but California is even bigger... We uncovered over $170,000,000 in fraud as these fraudsters live in luxury with no consequences. Like it and share it, the fraud must STOP.

We ALL work way too hard and pay too much in taxes for this to be happening. These fraudsters have been able to defraud American taxpayers for years without any pushback from the public and politicians.

It is time to EXPOSE IT ALL and end America's fraud crisis.

[Scott Milne @ScottMilne_]

@TheValueist Yep

[unusual_whales @unusual_whales]

The Chinese government has asked exporters to halt outbound shipments of nitrogen-potassium fertilizer blends, per Bloomberg