A

Commodities Trader

[A @cmdtsjnky]

@Kacper_PK_CH In my opinion, China is going to win this war with their open source models, the entry barriers will be computing power and electric power, token based subscription models are going to hit the wall (Why would you be so desperate to IPO and to seek gov stake if you were safe)

[A @cmdtsjnky]

@tylermacro10 You can only be skeptical when it comes to woke censored models.
Wait untill open source wins. The real power of AI will unveil when enough quantum computing power + enough energy + full open source models will collide.

[A @cmdtsjnky]

@Kacper_PK_CH A quick look on AI Token costs trending towards 0 tells you the full story.
"Companies selling subscription for their Woke censored models are screwed.
Hardware and open source win."

[A @cmdtsjnky]

@Kacper_PK_CH Money printing used to avoid collapse instead of re-investent into real economy. Then the AI Scam will unveil, PE & VCs will dump on retails, economy will realise AI will never add the growth needed to sustain this mascarade, and we got the crash.

[A @cmdtsjnky]

@jackprandelli Of course he is going to say that, talking his book...

[A @cmdtsjnky]

@CRUDEOIL231 A simple rule should be: if you issue a drastic view on a newsletter, you need to show the broker statement of the said position (with ballsy size) attached to it.

[A @cmdtsjnky]

@stockdatamarket And not even mentionning if you play your options delta hedged purely for vol catch.

[A @cmdtsjnky]

@stockdatamarket That totally depends of how rich is the impl vol vs rlzd, and if you play expiry or not. If you have a massive increase of implied vol ahead of a move, buying a CS/PS will mute a part of the vol increase and will also mute the drift.

[A @cmdtsjnky]

@alex_brn12 @Frederi55284379 C'est a dire qu'il est long energy

[A @cmdtsjnky]

@utopia_escape interesting way of viewing it, thanks for sharing

[A @cmdtsjnky]

@TraderSumo1 Psychological Analysis + A bit of actual liquidity in the form of limit orders, helping supports being supports and resistances being resistances

[A @cmdtsjnky]

@Frederi55284379 Beaucoup plus facile de long Gasoil que le Brent je dirais ! Trop de ref outage + delayed maintenance qui arrivent. Les products ont une tightness beaucoup plus évidente et beaucoup moins de manipulation via news...

[A @cmdtsjnky]

@utopia_escape My pleasure sir. I get the point, in case you analyse Volume/OI etc, or need granularity, NYMEX can be misleading so that was mine!
Happy trading.

[A @cmdtsjnky]

@zerohedge Never bet against the most corrupt administration ever

[A @cmdtsjnky]

@JuneGoh_Sparta All of the above

[A @cmdtsjnky]

@KISS_RHINO_Prv You mastered ES, human brain strive for change and new challenges to keep sane!

Best of luck on the new venture buddy and see you on the market!

[A @cmdtsjnky]

@cohamizu1 The oil rebound was mainly driven by short covering and Iran risk, rather than a major physical supply disruption. . Physical differentials should recover first, followed by a possible normalization of the curve over the next few weeks. If we got that then we can dream IMO.