Lune

expedition 32

[Lune @forgotxuser]

Just another day where the market’s logic for inflation is to go to cash with negative real yields.

[Prompter @PromptLLM]

Crazy take from Claude

[Lune @forgotxuser]

@YodaStockInvest Buy the dip lil bro

[Lune @forgotxuser]

@RJCcapital $ROPE

[Lune @forgotxuser]

@michaeljburry Granada buy some more $pypl $lulu $adbe and call it a day

[Lune @forgotxuser]

If your account isn’t at a negative 100% balance today, you wouldn’t have escaped the underclass anyway

$MU $SNDK

[Lune @forgotxuser]

@aleabitoreddit $RDDT $MSFT $UPST

[Lune @forgotxuser]

Oh fuck $AAOI,

You’re gonna make me add.

[Lune @forgotxuser]

@aleabitoreddit @_stockResearch $Rddt with its fcf as well

[Lune @forgotxuser]

@RJCcapital Sell 2k puts unc

[Lune @forgotxuser]

Few understand $MSFT is a growth stock right now

The biggest no debt cash printing neocloud was last year’s boomer stock.

[Paul Gu @paulxgu]

Tempted by the promise of 95% cheaper tokens, I decided to test out Hermes + Minimax3 via Fireworks this weekend on a personal project, with Codex + gpt5.5-xhigh as my benchmark.

The job was to build me a custom viewer for my home security cameras, which come with some truly horrendous software. I provided NVR credentials and no other help.

Codex finished the job in 2 shots, spending 100k tokens. Mini spent 180M tokens over more than 20 shots. 1800x as many tokens made Mini cost 90x as much despite the per token price being 1/20th.

Just one anecdote, but looks like power law returns to intelligence are still in place for some things.

[Lune @forgotxuser]

@RJCcapital Unc wants to stop the counts on $sndk today

[Lune @forgotxuser]

@TW_trades_ Kevin shoe

[Lune @forgotxuser]

@RJCcapital @balkanstocks my unc didn’t hear no bell

[Lune @forgotxuser]

@paul_k_0907 Get back to work unc

[Lune @forgotxuser]

$Msft up neoclouds down is the world healing from leveraged idiots going back to their job at Wendy’s

[Lune @forgotxuser]

@annieqyang @farzyness People with higher iq have better taste and wouldn’t be mediocre at coding. Cope harder product managers!

[Lune @forgotxuser]

@MikeLongTerm Ai is fueling massive energy inflation unc 😬

[Lune @forgotxuser]

@RJCcapital @chicfryrice That’s how he traded the Covid bubble. Pumping on Reddit and selling into them.

[Lune @forgotxuser]

@oguzerkan Dis unc sold $NVDA for $AMD can you stop crashing $Msft, im looking to flip dis boomer growth stock at $700, not when ur grandpa age ty.