Time to change my pinned tweet. Just a reminder for newer followers. I TRADE based off how I feel the market would react to future catalysts or based on how said or similar stock has traded in the past. My ideas aren’t always on point but I try to give it 100 day in and day out.
Serious question - how is OpenAI and Anthropic planning on competing with $Meta Muse?
They’re having all kinds of issues with agents getting out and hacking shit, going places they shouldn’t be
Meta took their time, put the safety guardrails up and delivered a product that
You’re gonna tell me some fuckers sitting at a computer in Bangladesh just made millions today by scamming people with influencer meme coins?
Wild times
Earlier this year I sold $EOSE around $8 for a couple hundred thousand in profit
My average was around $4.50. It's sitting at $3.20 right now
If I held, I'd be sitting on a LOSS
The thesis changed so I exited. Up or down, doesn't matter
It felt like shit at the time
the guy who gets paid to promote @TheLongInvest scam group claims his new scamcoin "wasnt made by him" and that he will only keep "40% of the funds for taxes". yet he promoted it within minutes of launch
if you believe this, you are stupid
Not sure if @Ben_Liquid1 is still feeling generous but he gave way more than 5 people $100 this morning 🤣
Sign up for @liquidtrading with code OPTIONSCJP
$ORCL is basically betting the entire company on OpenAI’s success at this point
I think they’ll be fine but it’s definitely going to be a huge overhang on them
🚨Oracle might be in big trouble.
Its credit default swaps just hit a record high, and its 2056 bonds are now yielding over 8% for the first time.
Oracle is one downgrade away from junk status.
If that happens, $120 billion of its bonds get automatically pulled from investment-grade indexes.
This comes right after Oracle's force majeure notice on its New Mexico data center, and while long-term US yields are hitting multi-decade highs.
This isn't just an Oracle problem.
Credit default swaps are rising across Google, Microsoft, Amazon, Meta, Nvidia, and SpaceX too.
The market is starting to worry about how this entire AI buildout is being financed.
Q3 is almost over
$APP management has a pretty good idea of what the numbers look like by now
And the messaging from inside the company continues to sound like this…
NEW: X users say they are randomly being sent money through X Money, with some users receiving tens of thousands of dollars.
The project is *not* part of X but is run by 'UsePaid,' as reported by The Gateway Pundit.
Paid claims they have sent nearly $1.5M to X users through X Money.
The project says that users can "point a token's creator fees at any X handle" and that they will "pay them out in dollars through X Money."
Former Head of Product at X Nikita Bier has commented on the project, calling it "a pretty creative hack on X Money," but says people should have the option to opt out if they want.
It kind of never crossed my mind that Jensen Huang has a wife
This is his wife’s Lori Huang
They were both at the Trump dinner tonight
They’ve been together for over 40 years… wow
It kind of never crossed my mind that Jensen Huang has a wife
This is his wife’s Lori Huang
They were both at the Trump dinner tonight
They’ve been together for over 40 years… wow
Honestly surprised $QCOM went red today with all of the tailwinds in the last 48 hours
- insanely bullish Snapdragon summit (reinforced agentic ai thesis for $QCOM)
- CEO attended Trump xi dinner tonight
Honestly surprised $QCOM went red today with all of the tailwinds in the last 48 hours
- insanely bullish Snapdragon summit (reinforced agentic ai thesis for $QCOM)
- CEO attended Trump xi dinner tonight
- Meta connect insanely bullish for $QCOM
- renewed patent license with Apple this AM.
I sold a few puts today and will probably buy another 100 or 200 shares tomorrow if it’s red