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@taobanker Hope this is true!

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@MikeFritzell @DavidInglesTV Could it be driven by financials? The dozens of small banks have done well

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@taobanker Hailey Bieber jeans sold out in minutes (she’s also modeling Victoria secrets strapless bra. $1bn share buyback (prev company bought stock to offset dilution).

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@WilliamMankivs1 @JaredKubin It’s a long time ago but iirc, they blew up even though they were directionally right eg they were betting subordinated debt will widen against snrs of $f and other similar trades…

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@JapanDeepValue1 Thanks! Always appreciate your insights.

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@dedwng At what price/when will you consider re-entering?

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@Andre_AGTC Do you still like $help, Andre? Thanks in advance.

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@holden_commodor 59 billion...

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@JapanDeepValue1 @InkFromAStone @jwt0625 Would really seem to be an extremely cheap option if they can deliver their implied next quarter earnings sustainably (even if they take another quarter or so to get there). Thanks for this great call btw!

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@JapanDeepValue1 @InkFromAStone @jwt0625 @JapanDeepValue1 , do I think the full year guidance for 2962 is credible. It would mean quite a big inflection in profitability next quarter and fwd p/e of about 10?

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@A_May_MD @Maximus_Holla Adam, thanks for the previous thread sharing your thoughts on the name. Will you be willing to share the large due d doc you mentioned in the earlier thread on $tenx.

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@JapanDeepValue1 @anonymous3nibrv @illyquid That was a great trade. Saw that one early because of you. Thanks for sharing. Would never have found such an obscure name without your post.

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@SusanSakmar @elonmusk is the short interest correct?

[AiBattle @AiBattle_]

Kiwi-do is likely the upcoming Kimi-K2-VL model

I tested some of the vision tests from the VPCT benchmark by @ChaseBrowe32432

Kiwi-do managed to get all of the ones I tested right

The Moonshot team had already confirmed in AMAs and on Hugging Face that they plan to release a K2-VL model

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@xyzqxbt @Cyespx Thank you!

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@choffstein @Cyespx Hi Corey, may I have one too?

[dango🍡 @dango]

Slowly but surely, everything’s falling into place.

Testnet-2 is live, and with it comes our most anticipated release yet — a fully onchain, first-of-its-kind Central Limit Order Book (CLOB) 🧵

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Verifying my Twitter account for my #GalxeID gid:uLxKwBjx7QVud6W8StunMZ @Galxe

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@DannyDayan5 @BobEUnlimited @MichaelMOTTCM @nope_its_lily I was thinking of something simpler. Just comparing margin debt against free credit balances. It's previous peak was in January when things got stretched and subsequently equities fell. It's not at a new high but somewhat close.