Stepan Samarin

Full-time software engineer, part time algorithmic trader. My tweets are not an investment advice!

[Stepan Samarin @move_yo]

this is clearly a house of cards. First in 5 years: Nvidia (NVDA) plans to raise $25B in a bond sale; proceeds are for general purposes. And circular deals. Music is still playing, but for how long it's gonna last?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Meta, $META, is considering raising "tens of billions of dollars" in a stock offering as it seeks new sources of capital following the launch of Google’s record $85 billion equity raise this week, per FT.

[Stepan Samarin @move_yo]

@RiteshDhor87530 it's both. quality varies, sometimes it's ok, sometimes it's just pure crap. to review all this neuro code - it's a lot of work. I don't see major productivity increase in all this hype, only for MVPs perhaps

[Stepan Samarin @move_yo]

I'm calling a big short on $META. AI has limits, code generation doesn't replace programmers. Even best models mess up all the time, developers have to review 5x more code, which was generated by the neuro thing. Stock offering to fund more AI? Thanks, but NO!

[Stepan Samarin @move_yo]

market microstructure, you gotta look at this if you want to stop wandering in the dark

[Stepan Samarin @move_yo]

be greedy when others are fearful (c) I'm long $PLTR now

[Stepan Samarin @move_yo]

Wrote an article on Aurum’s Ex AI crypto trading bot : https://t.co/IVRUgToimD

[Stepan Samarin @move_yo]

I discovered Aurum, automatic crypto trading. have a look & join: https://t.co/4tTObLHIQf - don't risk too much there, I don't know yet how good/reliable this one is

[Stepan Samarin @move_yo]

$PLTR pretty much flat after earnings. had no position open. still don't like such high valuation though

[Stepan Samarin @move_yo]

@KobeissiLetter Appreciate your opinion on the current situation. But why am I so bearish??? https://t.co/DJuj1Frzjb

[Stepan Samarin @move_yo]

@Shulli UK is a short. I'm looking at opening futures position shorting GBP. Not today though, timing is crucial.

[Stepan Samarin @move_yo]

$PLTR to all interested parties I must point to 590 P/E

[Stepan Samarin @move_yo]

$PLTR is a short. very high valuation risk

[Stepan Samarin @move_yo]

Switch off everything, all furus, all self-proclaimed millionaires, all "bros", switch me off too. Get data and start digging for alpha.

[Stepan Samarin @move_yo]

@MWM76 block me then, fine. But what's the point of paying to Musk?

[Stepan Samarin @move_yo]

gold/silver ratio 107

[Stepan Samarin @move_yo]

@MWM76 I'm still sitting on $SLV long. Gold is skyrocketing, but silver lags, I don't get it.

[Stepan Samarin @move_yo]

@Mr_Derivatives you better be doing some propa shots now then

[Stepan Samarin @move_yo]

@TheVoz4Real 70,007

[Stepan Samarin @move_yo]

prepare for margin call yo!