Nikko Kun

[yash⚡️ @yashpxl]

we all want him back !

[Nikko Kun @nikkoukun]

@NVIDIAAI @thinkymachines #BringBackJensen

[大表哥 | 链上金狗 @holdonyourrope]

别tm在恶搞老黄了

让我们一起回忆一下，黄仁勋近十年拿显卡的画面

[Warren Redlich - Chasing Dreams 🇺🇸 @WR4NYGov]

I support Jensen Huang.

Please repost!

[Nikko Kun @nikkoukun]

@TheEconomist Horrible take. Complete incompetence and lack of understanding of what Jensen Huang has done for the industry.

[Nikko Kun @nikkoukun]

@Olking07 @grok The chips are mourning Jensen Huang’s departure

[Nikko Kun @nikkoukun]

@RoKhanna @Georgesantos Noting here you mentioned “GIVE”. That should be voluntary or charity. Forcefully taking what others own is not giving.

[Nico Bailon @nicopreme]

Created an agent skill called “Visual Explainer” + set of complementary slash commands aimed to reduce my cognitive debt so the agent can explain complex things as rich HTML pages. The skill includes reference templates and a CSS pattern library so output stays consistently well-designed. Much easier for me to digest than squinting at walls of terminal text.

https://t.co/TsbtZwCtxg

[Tom Dörr @tom_doerr]

Resources for GPU engineering and AI acceleration

https://t.co/XZyyD06emF

[Nikko Kun @nikkoukun]

@shoheikondo You do know Oda Nobunaga burnt Buddhist temples to the ground for opposing him right?

[Lin @Speculator_io]

A List of Nuclear Stocks UPDATED:

Small Modular & Micro Reactors
$SMR NuScale
$OKLO Oklo
$NNE NANO Nuclear
$RR.L Rolls Royce
$GEV GE Vernova

Services and Equipment
$BWXT BWX Technologies
$CW Curtiss-Wright
$MIR Mirion Technologies
$LEU Centrus Energy
$BEPC Brookfield Renewables (CN)
$GEV GE Vernova
$ATRL AtkinsRealis (CN)
$ARE Aecon (CN)
$SLX Silex Systems (AU)

Nuclear Fuel Technology
$LTBR Lightbridge

Nuclear Bitcoin Miners
$WULF Terawulf

Power Producers
$CEG Constellation Energy
$VST Vistra
$TLN Talen Energy
$PEG Public Service Enterprise Group

Uranium Producers
$CCJ Cameco
$UEC Uranium Energy
$BHP BHP Group
$PDN Paladin Energy (AU)
$BOE Boss Energy (AU)
$EFR Energy Fuels (CN)
$EU enCore Energy (CN)
$URE Ur-Energy (CN)
$PEN Peninsula Energy (AU)
$KAP Kazatomprom (KZ)

Uranium Enrichers
$ASPI ASP Isotopes
$LEU Centrus Energy

Developers
$NXE NextGen Energy (CN)
$DML Denison Mines (CN)
$ISO Iso Energy (CN)
$LAM Lamamide Resources (CN)

Uranium+Nuclear ETFs
$NLR VanEck Uranium+Nuclear ETF
$URA Global X Uranium ETF
$URNM Sprott Uranium Miners ETF

[Nikko Kun @nikkoukun]

I made a similar prediction and traded off that the global economy would turn to shit once JPY positions close, and JPY holdings in the U.S. stock market would trigger a crash. I was a year too early. Damnit

[Adam Khoo @adamkhootrader]

The sharp rise in the JPY/USD is causing a massive unwind of Yen carry trade positions and contributing to the sharp decline in US stocks. For those who do not understand how this works, a brief explanation

1) Many traders were borrowing Jap Yen (JPY) at low interest rates, converted them to USD and used this to buy US stocks

2) Now that the Bank of Japan (BOJ) is raising interest rates, the JPY has strengthened significantly against the USD.

Now, these traders are in big shit. Not only must they pay higher interest for the JPY they borrowed, they are now facing huge forex losses as well. The USD assets they are holding may not be enough to repay the JPY they have borrowed.

3) This is causing a huge unwind of these trade positions. Traders facing big losses and margin calls are selling their US stocks to raise USD, converting back to JPY and paying back their loans.

4) This can lead to more selling pressure on US stocks and even more declines in the short term. Middle east war escalation, US political uncertainty is also adding to the fear and panic.

As an investor, this is great news because this type of short term crisis and panic is what gives me the opportunity to scoop up high quality US stocks at bigger and bigger discounts. take advantage of temporary mis-pricing caused by short term crisis.
This is how we get richer.

[Nikko Kun @nikkoukun]

@WatcherGuru The SEC executing Order 66 today. RIP $COIN and Jake Paul

[Nikko Kun @nikkoukun]

It ain’t over yet

[Nikko Kun @nikkoukun]

@jimcramer Bank stocks going down today

[Nikko Kun @nikkoukun]

Updated my screenshot: the answer I got today from the new Bing was different from what I got last Friday. This is more detailed on $MUFG(8306.T) exposure in Silicon Valley Bank. This is a more comprehensive answer. $SIVB $MUFG

[Nikko Kun @nikkoukun]

Regional banks are going to be in big trouble. Post bear-market/recession, the big banks are just going to snap them up for N cents to the dollar.

[Nikko Kun @nikkoukun]

@kotosaka Thanks for using it Sensei!

[Nikko Kun @nikkoukun]

@____Bibi_____ It was for my machine learning project .____.