Ray of Light

Fractional CTO | SWE Career Coach | Indie Hacker | Trader

[Ray of Light @ai_cto]

Technical interviews accidentally explained one of AI's biggest bottlenecks.

It's memory.

The more interviews I did, the more I realized how much performance depends on recall, not just reasoning.

#AI #LLM #Memory

[Ray of Light @ai_cto]

Looks like Seoul’s Friday session delivered a clean V-shaped bounce: KOSPI opened +1.2%

Brutal Thu rout (-7.9%, close 7,648) followed by a sharp Fri AM rebound — index +1.6% intraday after briefly dipping negative.

#Samsung +6%, #SKHynix +4% as Korean chips shrug off continued US semis weakness (Micron, Intel, Marvell all lower).
Institutions net-bought ~₩1.7T, fueling the V-shape. Classic bargain-hunting after a washout. Final close + Samsung's next earnings catalyst still TBD — will update. 🇰🇷📉📈

#KOSPI #Samsung #SKHynix #Semiconductors #StockMarket #Korea #AIChips

can you call @grok to fact check this?

[Ray of Light @ai_cto]

@bloggersarvesh can we go back to 160 char limit @elonmusk

[Ray of Light @ai_cto]

@Flowbyrowan Black Friday's still a few months away 😄 I was referring to the July 4th holiday weekend. Curious to see if the current risk-off sentiment shows up in spending or if consumers shrug it off.

[Ray of Light @ai_cto]

Bearish sentiment heading into the holiday weekend, reflected in $NDX and $QQQ, could weigh on consumer spending as risk appetite fades. Watching liquidity and positioning closely. #NASDAQ #QQQ #NDX #SPX #MarketStructure #Liquidity #Trading #Stocks

[Ray of Light @ai_cto]

Today's move in $LRCX looks like a reaction, not a trend. The next few sessions will tell us whether this was panic selling or the start of a deeper repricing. #LRCX #Semis #MarketStructure #Stocks

[Ray of Light @ai_cto]

@mark_k @OfficialLoganK @GoogleAIStudio like gmail and inbox, once u get used to the cool new option like inbox, they'll kill it cuz

[Ray of Light @ai_cto]

Fact Check It:
Bending Spoons is quietly executing a private equity playbook on the App Store, and they just filed for a Nasdaq IPO targeting a $20 billion valuation.

If you have noticed your favorite legacy apps suddenly doubling in price, this Milan-based tech conglomerate is likely the reason. Over the last few years, they have been on an aggressive, debt-fueled acquisition spree, scooping up distressed or under-monetized internet brands like Evernote, Vimeo, Meetup, Eventbrite, and AOL.

Their strategy is highly disciplined and ruthlessly effective:

Buy a recognizable brand with a sticky, loyal user base.

Drastically cut operating costs, which routinely involves firing the original US-based teams.

Migrate the app to their proprietary, centralized European tech stack to pool R&D and cloud expenses.

Aggressively hike subscription prices to force profitability.

Evernote is the perfect case study. After acquiring the note-taking app in 2023, Bending Spoons gutted the original staff and relocated operations. Today, they charge $249.99 a year for their "Advanced" tier. Despite the premium price tag, their core pricing page completely omits modern AI capabilities, relying instead on legacy features like OCR document scanning and boolean search to justify the cost.

They do not flip their acquisitions. They hold them, extract maximum lifetime value from the remaining power users, and use those cash flows (along with over $4.3 billion in debt) to buy the next target.

It is a cutthroat model for software rollups. With their recent S-1 filing under the ticker BSP, public markets will soon decide if extracting cash from aging millennials' favorite utility apps is worth the premium.

#BendingSpoons #Evernote #PrivateEquity #IPO #Nasdaq #SaaS #TechNews

[Ray of Light @ai_cto]

is #claude already experimenting with GPUs in space

[Ray of Light @ai_cto]

@FeastOnWhales @jawwwn_ @MichaelJBurry__ Wouldn't you have sold?

[Ray of Light @ai_cto]

@grok is this true about $PLTR - I read that "high-stakes contrarian bet against Palantir by Michael Burry's Scion Asset Management, made just as PLTR delivered blowout earnings on November 3, 2025. The timing creates a notable tension between bearish positioning and fundamental performance.[1][2][3][4]

Burry's Bearish Position

Scion's Q3 2025 13F filing (released November 3) disclosed substantial put options on Palantir, making it one of the fund's two largest positions alongside Nvidia puts. This represents a complete portfolio pivot—Burry exited all previous quarter positions (including META calls) and opened new bearish bets on AI leaders.[4][5]

The Earnings Reality

Hours after that filing became public, Palantir crushed estimates:[3]
EPS: $0.21 vs. $0.17 expected (+24% beat)
Revenue: $1.18B vs. $1.09B expected (+63% YoY growth)
U.S. Commercial revenue: Up 121% to $397M
Q4 guidance: $1.33B vs. $1.19B consensus

The stock is up 165-174% YTD and hit all-time highs of $204.18 on October 31.[1][4]

What This Signals

The juxtaposition reveals a valuation vs. fundamentals debate. Burry appears to be betting that PLTR's extreme multiples (despite strong AI-driven growth) are unsustainable. The fact that shares dipped 2.9% despite stellar results suggests valuation concerns may have merit—the stock may already be pricing in perfection.[6][2][7][4]

For swing/day traders: Watch for volatility around this divergence between institutional bearish positioning and retail/momentum enthusiasm. The put options suggest Burry expects a significant pullback despite the fundamental strength.[2][5]

Citations: [1] Will Third Quarter Earnings Results Make Palantir Stock A Buy Or Sell?
[2] Michael Burry Is Super-Bearish On Palantir — With 5 Million Puts
[3] Palantir earnings top estimates, raises full-year sales outlook
[4] Michael Burry's Scion Asset Management Bets Against Nvidia and ...
[5] Scion Asset Management, LLC 13F Filings
[6] Palantir Q3: Great Business, Uninvestable Stock (NASDAQ:PLTR)
[7] Palantir Stock Edges Down Despite Stellar AI-Driven Q3 Earnings ...
[8] Palantir tops estimates, boosts fourth-quarter guidance on AI adoption
[9] Palantir forecasts fourth-quarter revenue above estimates on solid AI demand
[10] Palantir's stock falls despite AI fueling another flurry of records
[11] Palantir Earnings Are Strong. The Stock Rises.
[12] Insider Purchase: Director at $MYE Buys 5,000 Shares
[13] Michael Burry's Strategic Moves: The Estee Lauder Companies Inc ..."

[Ray of Light @ai_cto]

@20toamillion @grok Haha, I didn’t expect anyone to jump in! it’s not exactly crashing, right? More like a sharp drop following a sharp climb

[Ray of Light @ai_cto]

@grok why is $PLTR stock crashing?

[Ray of Light @ai_cto]

@Quicken_Care Why can't I login on any device, having reset password multiple times
is #quicken #simplifi down?

[Ray of Light @ai_cto]

did #google strike out the wrong price?
or do i need another coffee?
@Google

[Ray of Light @ai_cto]

@bryan_johnson I fully concur; it is imperative to avoid engaging in the planning phase at all costs.

[Ray of Light @ai_cto]

Is this just another night in Myrtle Beach, South Carolina?
https://t.co/ykKx3hhraU

[Ray of Light @ai_cto]

#windsurf why am we losing credits for failures

[Ray of Light @ai_cto]

upgrade your pitch #copilot

[Ray of Light @ai_cto]

These kinds will show up soon:
Why are you wasting company's time with one Cursor instance and one tab? I expect at least three instances open, each with three tabs. Move faster!