Reza Tafteh

Keep some leverage for convexity. Don’t be someone's exit liquidity (except for your family) .

[Reza Tafteh @euler_formula]

The clearest insights into the future of US-Iran war come from viewing the situation through the eyes of the GCC.

When GCC reaches a breaking point, the bloc's financial power, geopolitical influence, and practical self-interest will force the conflict to a close.

[Reza Tafteh @euler_formula]

بنچ‌مارک تحولات: کشورهای عربی (به صورت جمعی و رسمی) تنها وقتی وارد جنگ تهاجمی با ج‌ا میشن که از سقوطش مطمین شده باشند .

و همزما��
Trump never shares a victory

[Reza Tafteh @euler_formula]

@h0d3r_fa بالاخره یکی از این پیش بینی های فصل آخریت، درست درمیاد

فصل آخر با نفت ۱۶۰-۱۸۰ دلاری همراهه .. وقتی درد سمت امریکا همتراز درد ایران میشه و مسیر توافقی واقعی و ملموس (نه از جنس کمیسیون‌بگیرهای پاکستانی) باز میشه

اتفاقات زیادی تا رسیدن به اون نقطه رخ خواهد داد

[Reza Tafteh @euler_formula]

برای این روزها

[Reza Tafteh @euler_formula]

ج.ا مثل کسیه که هزینه ی رولز رویس رو داده .. ولی پراید سوار شده

[Reza Tafteh @euler_formula]

@acadictive You could summarize the whole thing in one sentence

[Reza Tafteh @euler_formula]

Hardware engineers are being LIBERATED .. after two decades of operating as second-order citizens in the tech.

AI is supercharging hardware devs to call the shots instead of playing second fiddle to software.

Expect major clashes and corporate drama.

[Reza Tafteh @euler_formula]

We are at phase 3 out of 4 .. tic toc

[Reza Tafteh @euler_formula]

با نفت ۹۰ دلاری، پاکستان کمیسیون خوبی برای میانجیگری آتش‌بس و مذاکرات گیرش اومد .. تا در یکسال آینده، ایران دوباره وارد تعلیق «نه جنگ - نه صلح» بشه، بحران اقتصادی شدت بگیره و فاز دیگری از جنگ آغاز شه

[Reza Tafteh @euler_formula]

@sarahookr Simple answer; LLM AI is easy .. hardware / robot is a lot harder.

[Reza Tafteh @euler_formula]

@patrickqrim You mean you left google AXR at the end of your internship?

[Reza Tafteh @euler_formula]

$META will be the best mega cap stock in the next two years. Currently at $550

[jbulltard @jbulltard1]

It’s wild we’re discussing anthropic ipo at 40% more than $meta a literal cash printer

[Reza Tafteh @euler_formula]

@Sambhav_Gandhi Sth that may help:

AI helps us explore new ideas and tinker much faster. Most ideas fail. A small percentage look promising. That's where your edge will play .. and you will lead the AI to create sth big out of this promising cases and AI will follow

[Reza Tafteh @euler_formula]

@h0d3r_fa کمدی مکه

[Reza Tafteh @euler_formula]

@RihardJarc Meta will be the best performing large cap stock in the next 2-3 y

[Reza Tafteh @euler_formula]

Pre-weekend note: to avoid wars and military escalations, lets make the financial market a 24/7 market.

This elimiates escalation on Fri followed by a TACO-type de-escalation on Sun.

[xTrends @xtrends]

Taco weekend

[Reza Tafteh @euler_formula]

Now it's getting easier to see the bigger picture.

[Reza Tafteh @euler_formula]

A prolonged ground war could push /CL to the $160–$180 range, signaling a final "TACO" event that marks the conclusion of the conflict.

[Reza Tafteh @euler_formula]

An artist to his limit

[Kalshi FC @KalshiFC]

Every Messi touch after England's first goal. https://t.co/1uv1gNPKY0

[Reza Tafteh @euler_formula]

Vance hedge worked nicely so far.

Rubio served the MOU at the dinner table, like a bureaucrat.

Hegseth doing his last efforts to stay around.

Bessent successfully managed the crude oil price.

[Reza Tafteh @euler_formula]

So far:

Vance hedged himself by opposing the war plan.

Rubio played his role as a bureaucrat.

Hegseth will be out right after the war.

Bessent is in a tough spot. Trump relied on him to manage oil futures contracts. His future is TBD.

[Reza Tafteh @euler_formula]

A brief summary of MOU:

Trump needed a deal to cool down oil price before heading to the G7 summit.

Iran is using this opportunity to get $24B .. they will spend this capital to get ready for the next round of war with US.

So it's a win-win.

[Reza Tafteh @euler_formula]

As I wrote early in the US-Iran war, this event will lead into a regional security / economic treaty.

No other X account has had the success rate of this account in predicting the milestones of the US-Iran war and its second-order effects.

[Reza Tafteh @euler_formula]

Takeaway: by hitting Dubai (a symbol) and GCC oil infrastructures, Iran is decreasing the economic gap ..

This can lead to a regional economic/security treaty at the end .. to establish a sustainable / cooperative / balanced economic growth in the middle east.

[Reza Tafteh @euler_formula]

@b_co_co You deserve a phd in statistics

[Reza Tafteh @euler_formula]

@StealthQE4 Only 5-10% of this capital is required to keep them afloat