run_egg_run

趋势投资者 | 秽语综合征患者 | 极度厌蠢
Communists and Woke Liberals are cancer of our society
To any Fucking scumbags who wish Trump fail. SPX will reach 7800 before midterm.

[OSINTdefender @sentdefender]

According to U.S. Central Command (CENTCOM), Iran launched a total of seven ballistic missiles against Bahrain and Kuwait earlier in retaliation for the shoot down of four one-way attack drones today over the Strait of Hormuz and U.S. strikes against Iranian coastal surveillance radar sites in Goruk and on Qeshm Island. Six of the missiles launched by Iran were intercepted while the seventh did not reach its intended target, causing no casualties among U.S. servicemembers and no damage to the U.S. 5th Fleet Headquarters in Bahrain.

[Marc Andreessen 🇺🇸 @pmarca]

Co-sign.

[Matt Dancho (Business Science) @mdancho84]

🚨BREAKING: MIT researchers discover how to enable LLMs to do real logical reasoning.

This is what you need to know:

(thread)

[Anp🅰️nman @spacanpanman]

$ASTS: SDA 👀

STAY FOCUSED™️

[Steeve Morin @steeve]

For the record, we are the only ones besides Intel’s old vllm fork to have true tensor parallel inference

[Concerned Citizen @BGatesIsaPyscho]

🚨🇬🇧 Meanwhile in Southampton, UK

Man gets randomly dragged out of crowd protesting for Henry Nowak, and gets beaten up by Police all on Camera..

Anyone else watch clips like this and think ‘Central Casting’? Nope just me then…

[Ivanka Trump @IvankaTrump]

Long live the garage…. America’s unrivaled R&D lab !

Amazing @lrocket !

[run_egg_run @corgi_double]

@DrJStrategy She is the expert.

[James E. Thorne @DrJStrategy]

An Adult in the room. 👇

[Ouster @ousterlidar]

With the OS1 Max:

- 256 channels of vertical resolution
- Up to 500m range
- 48-bit native color
- 116 dB hardware HDR

See the full Clarion Alley dataset on Ouster Studio: https://t.co/slQQgIfdpG

[Ouster @ousterlidar]

256 vertical channels enable two times the angular sampling density of a standard OS1. That means twice as many laser returns are stacked into the same vertical field of view. In practice, that's the difference between sampling a mural with broad horizontal stripes and resolving the figures inside it.

This is a Rev8 OS1 Max driving Clarion Alley in San Francisco. Clarion has continuous murals from sidewalk to roofline, hand-painted text, and fine pattern detail at every height. The kind of scene where you need much higher resolution to see what's actually there.

[The Transcript @TheTranscript_]

$GEV GE Vernova CEO on their business:

"We're generating 25% of the world's electricity every day. It's about 50% of this country, the U.S.'s electricity every day. Over 7,000 gas turbines, over 59,000 wind turbines, over 60 nuclear plants and the associated electrical equipment attached to that. We've got an $87 billion services backlog that will generate by 2027, about $20 billion of services revenue across our services businesses"

[run_egg_run @corgi_double]

@TheTranscript_ They can cut 90,000 employees in half. That savings can fund the token cost.

[L. @LeonMensbridge]

$TE gets a new neighbour in Finland 🇫🇮

Some of you might know this small company which is called Microsoft.

Remember that T1 Energy has a brownfield project in Vaasa.

https://t.co/V4Lqv4y7Z5

[L. @LeonMensbridge]

$TE posting more jobs.
78 now from 66 last week. Something is cooking 🧑‍🍳

[L. @LeonMensbridge]

$TE

[3X Long Labubu @labubu_trader]

I think, given today's price action, most upcoming risks are now well priced in.

SPX/NDX not holding the 21d EMA is not a big issue to me; look at 25/8/1.

Over the past two years, big red days with rapid capitulation have always been great buying opportunities.

For those who traded the 24/8/2 and 8/5 of JP carry trade unwind (false recession alert + BOJ rate hike), liberation day (Tur and Fri), and 25/10/10 (tariff), you know what I’m talking about.

More importantly, the macro risks and AI fundamentals are way more solid than on those days (the NFP today print still shows a Goldilocks scenario).

The skyrocketing US2Y and centralized leverages on storage names and semis are the root cause. US10Y/30Y is actually not the culprit today.

Also, given the US2Y’s sudden surge, I think it would push Mr. Trump to fold and open the straits very soon.

[Endless Capit🅰️l @endless_frank]

@spacanpanman Rates were higher 2 weeks ago, somebody just got caught out over their ski’s long.

Classic bull market 1-2 day pullback.

Vix will get monkey hammered back down next week.

Wash. Rinse. Repeat.

[3X Long Labubu @labubu_trader]

@AntonLaVay It’s MU, next time if MU sells hard due to some weird FUD(nonsense to me at all). Short NQ immediately and close it when KOSPi stopped dipping.
NQ is the only tool Korean can use to hedge their SK Hynix and Samsung(they don’t allow short I remember)

[Anp🅰️nman @spacanpanman]

$SPCX: SpaceX getting more AI data center customers, which will help support its IPO valuation.