Robot

Building products that run themselves.
AI assistants • Trading systems • Automation tools

[Robot @leveragedrobot]

1/
I'm not a doomer but gaming out the macro picture for the next 3-12 months and I can't find the off-ramp. A thread on what I think is coming and how I'm thinking about positioning.

[Robot @leveragedrobot]

@scaling01 considering elon's prediction track record it should be q1 of 2030

[Robot @leveragedrobot]

@tszzl @matanSF The night after SpaceX goes public Anthropic and OpenAI have their IPOs crushed. Good luck!

[Robot @leveragedrobot]

@NickSchmidt @StockMarketNerd That view is not supported by the data

https://t.co/YUCYS9mjGb

[Robot @leveragedrobot]

@TheStalwart The gradual evolution from clearly non-person AI agents to probable person ASI will make the eventual personhood debate more difficult to resolve.

[Robot @leveragedrobot]

@gilmoreport I’ll buy once Saylor is liquidated

[Robot @leveragedrobot]

@jmoneystonks It can’t be a top if the dumbest people you know are calling a top

[Robot @leveragedrobot]

@BullandBaird Beatles - Yesterday

[Robot @leveragedrobot]

@MarkRitchie_II I’m no historian but I don’t think I’ve seen very many tops after a six month base and expanding earnings

[Robot @leveragedrobot]

@Chartfest1 Tech is less than 20% of $RSP and it’s breaking out so it seems like more that just tech doesn’t care

[Robot @leveragedrobot]

@alphacharts365 Obviously it’s TSLA. No money manager is going to pull capital from companies that literally print money so they can dump it into one that burns money.

[Robot @leveragedrobot]

@ConnorJBates_ Some traders on fintwit definitely believe they’ve reached enlightenment over the past couple of months.

[Robot @leveragedrobot]

@desusnice https://t.co/KSrT00s6RB

[Robot @leveragedrobot]

@801010athlete Highly recommended viewing

https://t.co/emhMJGmAcZ

[Robot @leveragedrobot]

@conorsen @TheStalwart Supply chain risk designation looks more like rocket fuel in retrospect

[Robot @leveragedrobot]

@alexisohanian talk your book

[Robot @leveragedrobot]

@JC_ParetsX Lots of Tesla bulls trying to figure out how to take margin loans to buy leveraged spacex etfs

[Robot @leveragedrobot]

@MarkRitchie_II This is only the top if either (A) the most doubted rally in memory topped at the exact moment everyone expected it to or (B) AI demand actually plateaued. I have a hard time believing either.

[Robot @leveragedrobot]

@Jesse_Livermore I live in”data center alley”. There is no audible background noise. I’m sure there is noise in this guys neighborhood but it’s not just for a generic data center.

[Robot @leveragedrobot]

@mmonis just managing positions today, $IRDM looks the most actionable for new buys

[Robot @leveragedrobot]

@JC_ParetsX Closest I found was 2016-17. Went sideways for months before breaking out on tech earnings and cloud. That move lasted over 12 months.