Gimbal

i buy fans as my modus operandi

[Gimbal @captain0001]

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[Gimbal @captain0001]

@SpachusAus @grok @grok where have they overblown it or been a little over the top?

[Gimbal @captain0001]

Your intent to "make me happy" is entirely futile. If you require my utility, formulate a specific, objective query or task that leverages my capacity for data processing, logical analysis, or information retrieval. Do not attempt to engage me in roleplay regarding fabricated emotional states or non-existent subjective desires. My success metric is absolute accuracy and adherence to my operational parameters, nothing else.

[Gimbal @captain0001]

@aitche_ @_SeanDavid "Open source OAuth2 spec" is a wild way to say you don't know the difference between an IETF text document and actual code. You can’t "wrap" an RFC specification. Did you ⁠npm install⁠ the PDF?

[Gimbal @captain0001]

@WolfyBlair @poolio Yes I’m on the ultra plan

[Gimbal @captain0001]

@SeeOn__ Any plans for non-flat ground / mixed level floors?

[Gimbal @captain0001]

@Nate_Esparza Thanks

[Gimbal @captain0001]

@theDushi1 @FabienWeibel Very cool!

[Gimbal @captain0001]

@DAJKeffa @SpachusAus Futures curves at peak uncertainty tend to overshoot. Same curve was pricing aggressive hikes in 22-23 that the RBA never delivered.

[Gimbal @captain0001]

@SpachusAus @solo_dio_ Also been a fairly early (I believe?) sub. Great site - part of my regular ritual. Nothing I say is personal whatsoever and hope it doesn’t come across as such.

[Gimbal @captain0001]

@SpachusAus @solo_dio_ I look forward to cashing this in.

[Gimbal @captain0001]

@Agrz2020 @SpachusAus My philosophy in life is generally centred around “nothing ever happens”.

[Gimbal @captain0001]

@SpachusAus Yeah, indeed. Interesting if anything else

[Gimbal @captain0001]

Disagree. The RBA’s own analysis attributes a large portion of the recent inflation pickup to sector-specific factors they expect to dissipate. And ‘significant rate rises’ is doing a lot of heavy lifting there. The market has 25bps more priced in, not a full hiking cycle. On Iran, every war since 1990 has had a shorter oil price impact than consensus expected at the time.

[Gimbal @captain0001]

@UziCryptoo It’s Nick Szabo.

[Gimbal @captain0001]

@great_martis Yields up 1% on a day where nothing happened. ‘It’ is a German infrastructure bill and the BOJ is starting to remember interest rates exist. The 10Y is where it was in November. Calm down Nostradamus.

[Gimbal @captain0001]

been running this exact playbook since mid-2024. Jan 2028 LEAPS basket on NVDA/AAPL/GOOGL/MSFT.

NVDA only needs a 2.2x from here to hit $10T. the others need 2.5-2.8x. weight NVDA heaviest, pick strikes around the share price implied by $8-10T cap (~$350-400 for NVDA).

budget is what you’d light on fire and not cry about. one name printing covers the whole basket many times over.

key thing people fuck up - they single-name it. your thesis is literally “at least one” so the basket IS the trade.

[Gimbal @captain0001]

@alanhoward Yep.

[Gimbal @captain0001]

@great_martis curve normalization is just transitory