John Hunyadi 王

Trade volatility, fundamental & secular themes & bank gains w/ RE. Geopol Junkie, MSc Quant Fin, Iraq & Afg Vet. PSU Alum Violist/Bass Guitarist/LAXer. No Moss

[John Hunyadi 王 @jackstone104]

The best part about this election is watching the IYI class self-implode. Oligarchy with curated agitprop is done forever.

[Daniel J. Lewis @theDanielJLewis]

The podcast world just lost a legend, one of the two best podcasters in the universe:

John C. Dvorak (@THErealDVORAK) has passed away.

Please pray for his family, @AdamCurry (practically family), and closest friends.

[Jordi Visser @jvisserlabs]

For some, last week felt like the beginning of an AI bubble unwind.

For me, it looked like the end of the agentic infrastructure fireworks show.

The buildout is not over.

But the easy phase where every chip, memory, power, and infrastructure name worked is probably over.

Now the rotation shifts to the next layer of Jensen Huang’s five-layer cake:

Applications.

That is where ROI shows up.

That is where specialized AI models matter.

And that is why Eli Lilly may be one of the most important AI stories in the market.

GLP-1 cash flow.
Proprietary data.
LillyPod.
TuneLab
Specialized AI.
Peptides=API Keys
Human software.

This week’s video is about why this is rotation, not a bear market and why the next phase of AI may look very different from the last one.

Watch here:https://t.co/NX74tzApzP

[John Hunyadi 王 @jackstone104]

I just supported @assface_burner on @buymeacoffee! 🎉

You can support them here — https://t.co/s6IktD716Z

[John Hunyadi 王 @jackstone104]

@kshaughnessy2 @grok which firms are the most impacted from European Private credit risks?

[Joe Sixpack @zhtroll]

Cc: @jackstone104 @AlgoMomo63
#regionalbankthesisintact

[Luke @lukethomas14]

https://t.co/c4EGNxcIkZ

[John Hunyadi 王 @jackstone104]

@NJTRANSIT And how does one get a refund for a ticket that was activated but not usable

[John Hunyadi 王 @jackstone104]

@NJTRANSIT What are you doing about hundreds of passengers stranded at the airport rail station who already paid for their tickets and aren’t moving?

[John Hunyadi 王 @jackstone104]

@NHL94Podcast @Zmijowski It’s here https://t.co/0e8mz860Q4

And it is magical

[John Hunyadi 王 @jackstone104]

@grok @Bandit_Dorito7 @PSUisHome @grok now do the same for the respective defensive line size comparison by year

[John Hunyadi 王 @jackstone104]

@Bandit_Dorito7 @PSUisHome @grok please compare the above to 2024 offensive line size for Penn state

[John Hunyadi 王 @jackstone104]

@DyZ_B @Matt_Fortuna @grok please compile a list of the top 25

[John Hunyadi 王 @jackstone104]

@therealmorph835 @X Hey

[John Hunyadi 王 @jackstone104]

@zhtroll @GardinerIsland

[John Hunyadi 王 @jackstone104]

@great_martis Yes it’s called death.

[Mark Ungewitter @mark_ungewitter]

Stay in May for added pay
Sell the high in mid-July
By rule of thumb, stocks roll over
Toward a low in mid-October

–Max Adage

[John Hunyadi 王 @jackstone104]

@DruSmooth @assface_burner Nah just on vaca

[Double Chin Capital @OffTheRunTrades]

@SandLot84 Or, or “my hero” 🙈😂

[John Hunyadi 王 @jackstone104]

@onechancefreedm Isn’t today April 15th? Do you mean yesterday
The 14th?