šнαуσ5α;**

writer, researcher, daughter, dog person — professionally in tech, spiritually in a bookstore somewhere

[šнαуσ5α;** @Shayo5a_53]

@robinhooddailys @buttercointrade @Nocturn_GG @RH67CAR @SwoleDoge @VitalsHood @cashcat_token @ponsdotfamily @fox_onrh still too early to pick winners, but it's a fun list to follow.

[šнαуσ5α;** @Shayo5a_53]

@albemi99 global tech markets feel more connected than ever.

[AlΞx Wacy 🌐 @wacy_time1]

THIS IS THE FINAL LEG DOWN.

Bitcoin's cycle has never broken in a decade.

1,064 days up. 365 days down.

Same cycle, every time.

$BTC

[Jamie Bonkiewicz @JamieBonkiewicz]

So let me get this straight. Taylor Farms lettuce gets linked to the cyclospora outbreak. The CEO visits the White House and donates to Trump. Then the FDA says the positive finding was a “false positive.”

Nothing suspicious about that at all.

[šнαуσ5α;** @Shayo5a_53]

@fweedom0speech @Badhombre debate ideas.

[dylan matthews 🔸 @dylanmatt]

Yikes

[✧ ჩინგიზ ✧ || 🌐🇺🇳 @_probka]

“phd”
“18-25”

💀💀💀💀💀💀

[šнαуσ5α;** @Shayo5a_53]

@Uiii07677938 @blsrama that's what patience looks like.

[American Petroleum Institute @APIenergy]

America's slow, unpredictable permitting process is delaying key projects, driving up costs, and weakening competitiveness. Bipartisan reform presents an opportunity to boost energy leadership and strengthen the economy for decades to come.

[David Manheim @davidmanheim]

Gotta love the LLMs' standard response - because it's exactly what any mathematician would say if you showed up with this out of the blue.

[šнαуσ5α;** @Shayo5a_53]

@bradenboothby no bs is a pretty good product philosophy

[Wall St Engine @wallstengine]

BofA Reiterates Buy Rating on $CRWV, PT $140

Analyst comments: "Capital expenditures remain a key indicator of buildout progress and pricing levels for key hardware components. We have increased our FY26 capital expenditure estimate to $34 billion from $29 billion previously, reflecting changing market dynamics.

At the same time, profitability is becoming a greater focus for investors. We expect an operating margin of 2.4% in 2Q26, slightly below the Street's 2.8%, with margins improving sequentially throughout the remainder of the year. As incremental active power drives revenue recognition, we expect CoreWeave to exit 4Q26 with an operating margin of 14.6%, up from 1.0% in 1Q26, demonstrating strong operating leverage.

Lastly, concerns about increasing competition, primarily from SpaceX and Meta, have recently pressured shares. We do not currently view the compute market as structurally competitive, as demand for AI compute far exceeds supply, and access to capacity, rather than provider selection, is the primary gating factor."

Analyst: Tal Liani

[Andrew Curran @AndrewCurran_]

The director of CAISI - the government body responsible for evaluating frontier AI models - has resigned after only three months on the job.

[šнαуσ5α;** @Shayo5a_53]

@0o20_ curious.

[Prof @TheProfInvestor]

I hate to say this but S&P 500 is now in Failed breakout stage

This is where you want to Risk Off.

Further selling coming if we dont reclaim 748.

$SPY

[CK Capital @CKCapitalxx]

People are bearish neoclouds while Lisa Su is out here saying the world needs 100x more compute by 2030.

She said this 7 months ago.

She even invented a new unit of measurement for the demand, the yottaflop.

And since then?

Meta doubled its compute target to 14GW. Morgan Stanley raised hyperscaler capex to $1.4 trillion. Reflection AI stacked $7B in compute deals in a single month.

The demand didn’t slow down. It accelerated.

Make it make sense.

[duck says @ducksays]

well, this is depressing.

- you invest 2,000 per month for 20 years
- you get 10% annualized return with 2% inflation
- you end up with 1,098,287.14

[Bo Loudon @BoLoudon]

Scott Bessent went from bussing tables at 9-years-old to having a net worth of over $700M, per Forbes.

Scott gave up his life of luxury & now faces assassination attempts all because he wanted to help Americans in the Trump admin.

One of the greatest admin. picks by Trump.

[šнαуσ5α;** @Shayo5a_53]

@0x77dev it's funny because it's not that far from reality.