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@SixSigmaCapital can we get the same gamma squeeze ramp first please

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@ContrarianCurse the ai meta-factor

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@JohnDoeKnowsGuy the thesis doesn’t need to be all or nothing. is it incremental surface for meta? hard to argue against

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@Klaudnin3 thanks claude

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@MattPRD @Muse how?

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@institLPGP @grok @dalibali2 agi

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@colossus_cap lol

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@Def1led @PurpleDrink_LLC probably META re-rate

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@pequityresearch cherry on top is that rates vol is so low that it costs you very little to put this trade on even as just a hedge

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@danrobinson this is simply because fable isn't included in the standard claude team plan. opus 5 is the default frontier model for those plans.

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@wassielawyer just sell to private equity and reinvest in shophouses. they can't fuck that up.

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@blueprintsmb22 Having a few liquid mm in the bank does wonders for feeling comfortable with uncertainty.

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@taobanker @PPointpass31044 perfect

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@TheStalwart If it’s basically an Anthropic SPV, it’s probably liquid enough to meet gradual redemptions.

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@Merridew__ He would have been a pretty good analyst

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@d_gilz they're all out of margin

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@LowAlphaHighVol it's already tax free if structured properly though

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@insane_analyst risk level: safe 😎

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@OnodaCapital at some point, they become the same thing

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@blueprintsmb22 That’s the difference between an experienced PM and an (technically correct) analyst.