TheExtra1234

NPC

[TheExtra1234 @TheExtra1234]

@stocktalkweekly @epictrades1 Gemini moment?

[TheExtra1234 @TheExtra1234]

@ren_stocks No $INDI ?

[TheExtra1234 @TheExtra1234]

SPY on the 100 day, QQQ's gap fill.
Wonder what happens next...

[TheExtra1234 @TheExtra1234]

$CW feels interesting. Core cyber security hardware for DoD and NSA, Cyber coming into frame this week with pentagon announcement. Bouncing off 20m SMA.

[TheExtra1234 @TheExtra1234]

@kingtutcap RTX contract for validating a prototype.
Successful qualification creates a much larger opportunity.

[TheExtra1234 @TheExtra1234]

@UpslopeCapital ICE already owns around 20% of Polymarket.
Wouldn't be surprised to see them fold it in.

[TheExtra1234 @TheExtra1234]

@pennycheck Yubico also out there but I know nothing

[TheExtra1234 @TheExtra1234]

@pennycheck Feels like a natural continuation of DTC and a broadening of choice degrading brand loyalty

[TheExtra1234 @TheExtra1234]

@Mispricedstoks @TrentBlair19 Worry about ownership structure?

[Choblin @choblin29]

🚨Exclusive: Google is planning to release Gemini 3.5 Pro+ instead of Gemini 3.5 Pro.

Four days after SemiAnalysis reported that Google had silently cancelled the model, fresh Google-generated GenAI SDK code still explicitly uses 3.5 Pro+ as the boundary for a new AGENTIC media-processing system. The latest revision was pushed to GitHub about six hours ago.

Importantly, 3.5 Pro+ may not be a separate “Gemini 3.5 Pro Plus” model. Google may appear to be using the + to mean Gemini 3.5 Pro and newer models.

Older models use fixed-rate frame extraction. From 3.5 Pro onward, Google says the default becomes “model-driven dynamic navigation,” allowing the model itself to dynamically navigate media.

Fresh Google code mentioning the model generation makes reports of its cancellation considerably less certain.

And we are also getting Gemini 3.7 Flash very soon.

[TheExtra1234 @TheExtra1234]

@buy_hi_sell_low @kingtutcap You'll have to ask Arun.
Assume he means China, maybe Iran, maybe Russia, maybe all combined.

[TheExtra1234 @TheExtra1234]

@kingtutcap Full year estimates still feel conservative.
$5m bump on a $5m beat, will need some commentary there

[TheExtra1234 @TheExtra1234]

@Mike10947310 US had no oil imports from Saudi Arabia last month and record imports from Venezuela. Even if Hormuz opens I doubt there is a full shift back.
Dollars flying south, probably something there either broadly or more pointed.

[TheExtra1234 @TheExtra1234]

@AJeldi2 Tuesday better be the most lit report of all time

[TheExtra1234 @TheExtra1234]

@Stonefoxcapital CapEx surprise

[TheExtra1234 @TheExtra1234]

@StockMKTNewz Big liquidity event for $BEPC

[TheExtra1234 @TheExtra1234]

@MoS_Investing beware lifestyle creep