mikel

- all I write is my personal opinion.
- I change my opinion over time
- liked tweet ≠ something I endorse

[mikel @mikel__me]

@WaterworldCapi1 @P_Remarks still there is a significant percentage of people and organizations that will not touch anything made by $meta just because of hatred or distrust. I struggle to see how it can be relevant if it is on par with another model that is not by $meta.

[mikel @mikel__me]

@AyusoValue pero vamos a ver 😂

[mikel @mikel__me]

@InvestmentTalkk cook something for 3-5 hours? in this economy? 🥲

[mikel @mikel__me]

@InvestmentTalkk but i keep running out of it 😭

[mikel @mikel__me]

@InvestmentTalkk there are people who genuinely don't have a clue and just see a graph and think "oooh this graph data is too granular and dense, this is the real good stuff" 🙃 and it's just a different colorway of the same 15 min delayed data source

[mikel @mikel__me]

@deepvaluebettor @TidefallCapital when i asked something to be "like a bloomberg terminal" it also assumed it means data field dense, and made up mock data fields that it had no way to access because in real life cost a lot of money to license.

[mikel @mikel__me]

@AyusoValue

[mikel @mikel__me]

@useTRMNL was trying to imagine how it looks from the front 🥲

[mikel @mikel__me]

@PythiaR but what about "pay with claude" or the "claude & code 500" index?

[mikel @mikel__me]

😳 that is a lot of volume and a lot of volatility.

[mikel @mikel__me]

@JerryCap old enough to remember when 3 years ago $adyen was "the most overvalued company in payments" and $pypl or $fis $fisv the "value" plays at low double digit earnings instead.

[mikel @mikel__me]

@kepano @Ashwinreads I asked an LLM to make me a script to paste on the console to auto scroll the bookmarks url and save them locally. Even added a sample markdown formatting to explain how I'd like it to look like.

[mikel @mikel__me]

@modestproposal1 interesting how there was a wide range of valuation multiple 2022-24 but it seems to converge to the same single digit one.

[mikel @mikel__me]

@PythiaR unlike Garmin which would roast you after 2.5 hours of workout implying it was below recent average and that your fitness is trending lower 🥲

[mikel @mikel__me]

@evrgn11112231 I was confused how China was considered a high risk factor if one breakthrough happened but that scenario was out of the question for other semiconductor companies at the same time.

[mikel @mikel__me]

@TomSmith839 @NicoperJES appears to be:

[mikel @mikel__me]

@BarbarianCap @CCM_Brett didn't he post a screenshot once and the language was set to french? if I recall correctly.

[mikel @mikel__me]

@escvel0city11 showing up in consumer DDR5 products as well.

[mikel @mikel__me]

@evfcfaddict bid size 2 and $100 bid-ask spread, probably a beginner who was not aware of illiquid secondary listings and who placed a market order in early european hours.