Jimmy in Vegas

Make ₿ig

[Jimmy in Vegas @bradiqoansjsj]

@bailyLU 怎么不抽雪茄，香烟纯尼古丁消费

[Jimmy in Vegas @bradiqoansjsj]

@Murphychen888 你别发生在谁身上🙄🤢👺，多发生在你身上吧，不要这么肯定利弊，成年人 你心里知道 去中心是个双刃剑

[Jimmy in Vegas @bradiqoansjsj]

@leeking420 你说 applepay不会被盗的事实，这都能带上applepay？本质上既不需要applepay 也不需要google pay 还是什么别的pay，只要有一张卡泄露，就会发生大规模盗刷，时间维度上，概率就是100% 发生，只要银行没有提前发现。你先搞清楚apple pay的原理，两个完全没关系的事扯在一起😅，花20问下claude吧

[Jimmy in Vegas @bradiqoansjsj]

@giantcutie666 被盗了道德绑架，自己安全做的垃圾，没有这个黑客 也有别的黑客

[0xMarioNawfal @RoundtableSpace]

Gemma 4 26B plus Hermes Agent, fully autonomous on 8GB VRAM. llama.cpp integration took 2 minutes.

Writes code, manages GitHub, browses the web, connects to Notion and Obsidian. All offline, all local, 24/7.

[Reev Musk @ReevMusk201]

😇😇good morning 😇😇

[baldamlası @baldamlassi]

Bazen eski videolarimi ozluyorum

[Goddess Neava @goddessneava]

lay your money at my pretty 🦶

[Noname @N0name_Trader]

@follis_ The vibes are not the same

[Serenity @aleabitoreddit]

Bernstein is legit the dumbest analyst firm I’ve seen calling for a 50% crash in Kioxia.

They gave $INTC a $36 PT back in Jan and now it’s $118.

Good lesson to ignore institutional reports that get published for retail consumption.

They’re not here to help retail investors.

[Hugo Caron AI @hugocaron_IA]

VOILÀ POURQUOI LES COMPAGNIES AÉRIENNES DÉTESTENT CLAUDE.

Vol à 479 €.
Moi, j'ai payé 159 €.

- Sans VPN.
- Sans points.
- Sans affiliations.

Voici les 8 prompts que j'ai utilisés pour voyager comme un pro ↓ ↓

[ Ajoutez en signet 🔖 vous en aurez besoin]

[Serenity @aleabitoreddit]

Here's a bunch of random 30 US-available random stocks I like today and why:

1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE

Just throwing out other thoughts aside from $AAOI and $AEHR.

[cvxv666 @antpalkin]

Quant at Jane Street kills 97 out of every 100 strategies it builds. That body count is the edge.

Not the 3 survivors. The 97 corpses.

The faster you falsify garbage, the faster you reach the one idea that isn't.

Retail runs this backwards - finds one setup, gets emotionally married to it, and rides it down 40% over six months defending it like a religion.

Run the kill-loop yourself with Horizon -> https://t.co/pDDYFGfVga

Type an idea in plain English. Horizon parses it into entry/exit logic, position sizing, risk rules.

Backtests 5 years of tick data in ~12 seconds. Runs Monte Carlo across thousands of simulated paths.

Deflates Sharpe ratio for the number of trials so luck can't sneak through. Spits out a cold verdict: dead or alive.

Kill it. Type the next. 50 ideas before dinner.

That loop cost $25K/year and a quant desk. Now it's a sentence and 12 seconds.

The edge was never having ideas. It was murdering them at scale.

Save this. Test 50. Keep 2. Kill the rest without mercy

[CyrilXBT @cyrilXBT]

https://t.co/4sLtyJzhmH

[Alex @de1lymoon]

https://t.co/sgIZOowrXa

[ZEUS⚡️ @zeuuss_01]

https://t.co/zh4m948cyL

[Ruuj @RuujSs]

https://t.co/1apsVTzOC3