FinanceWatcher

Nothing I say here is financial advice. Love Science. College Hoops Junkie. Often Wrong. Data Digger

[FinanceWatcher @WatcherFinance]

@Dan_Jeffries1 I guess winning a Nobel Prize in Chemistry is not innovating.

[FinanceWatcher @WatcherFinance]

my somewhat contrarian streak would say we got a negative payrolls number and the 30 year barely moved. will anything make long rates go down with all the supply coming on? $tlt #FED

[FinanceWatcher @WatcherFinance]

Just watching $TLT. If it breaks through 82.....

[FinanceWatcher @WatcherFinance]

@jukan05 OpenAi used their Ai models to help design Jalapeno with Broadcom.

[FinanceWatcher @WatcherFinance]

$ALNY + $REGN is just over 100 billion in market cap. wow. Seemed like not that long ago both were going to be worth at least that individually.

[FinanceWatcher @WatcherFinance]

Whether you have a long bias or short bias, I really like the value on the NVDA 7/31 options as it gets you through hyperscaler earnings.

[FinanceWatcher @WatcherFinance]

With Hyperscaler earnings coming at the end of the month, to be long semis you have to really believe none of them will hint at a digestion phase for their capex. $SMH

[FinanceWatcher @WatcherFinance]

Allen Graves is like a centerfielder in baseball who covers a lot of ground because of how well he reads the ball off the bat rather than just pure athleticism. #Raptors

[FinanceWatcher @WatcherFinance]

@zerohedge only matters how fast the car is moving on the roadmap.

[FinanceWatcher @WatcherFinance]

@RNAiAnalyst Trump never says "yes, you guys figured it out first, I am going to fire him" even when we he goes ahead and fires that person

[FinanceWatcher @WatcherFinance]

@howardlindzon whenever i get the temptation to short $SMH, i tell myself there will probably be a ChatGPT moment for robotics in the next 18 months and that keeps me from doing it.

[FinanceWatcher @WatcherFinance]

@dalibali2 they have more visibility to the web than anyone so still the best when seeking information.

[FinanceWatcher @WatcherFinance]

@chamath Yes, software goes from luxury pricing to an important but commoditized product.

[FinanceWatcher @WatcherFinance]

@LeDuduMaskay @SayNoToTrading That is correct. https://t.co/dKDCbnClmq

[FinanceWatcher @WatcherFinance]

@dampedspring https://t.co/eUtHkjYzCx

It is the Anthropic Managed Agents announcement from yesterday. They are basically trying to eat the middle layer by providing a full agent harness.

[FinanceWatcher @WatcherFinance]

@101010_jv Not saying I agree with interpretation but some people seem to think Anthropic is trying to eat the middle layer by providing a full agent harness

[FinanceWatcher @WatcherFinance]

@bronsonst Will be interesting. They are going to need to win a lot government business with NATO countries. Palantir currently gets 41% of Revenue from the US Government. No other software company currently gets more than 6 billion a year from the US Government (Microsoft)

[FinanceWatcher @WatcherFinance]

@zerohedge before or after Microsoft gets their 20%?

[FinanceWatcher @WatcherFinance]

@LoganPAdams I think that is largely because he basically never plays with rim protecting Bukky and comes off the bench to lead the second unit but I could be wrong.

[FinanceWatcher @WatcherFinance]

@erikslater_ But if they think Giannis will re-sign with Golden State then the picks won't be that great.