obsidian

crypto investor. disclaimer: all tweets are pure alfa but not financial advice, do your own research

[obsidian capital @obsidiancap1]

Big news for $META - year of efficiency AGAIN

[obsidian capital @obsidiancap1]

databricks and co, welcome to the public markets!

[obsidian capital @obsidiancap1]

there is one thing all the AI winners in software have in common and that is not having to file quarterly reports with the SEC

[obsidian capital @obsidiancap1]

of the tech analysts you interact with MOST regularly (either buyside or sellside) roughly what % do you think have used AI coding tools like claude code/oai codex & have pushed code into production?

[obsidian capital @obsidiancap1]

Spend too much on capex, jail
Spend too little on capex, jail
You spend just right on capex, believe it or not, jail

[obsidian capital @obsidiancap1]

There’s a great divide in the software investor base right now- 1) those that were on the JPM internal IT call, 2) those that weren’t

the first group is bidding software at the open Monday. Sorry no replay is available

[obsidian capital @obsidiancap1]

Why does anthropic have 1,400 engineers if the models are writing most of the code

[obsidian capital @obsidiancap1]

attention $meta bears

[obsidian capital @obsidiancap1]

“Good trading is a peculiar balance between the conviction to follow your ideas and the flexibility to recognize when you have made a mistake.

You need to believe in something, but at the same time, you are going to be wrong a considerable number of times. The balance between confidence and humility is best learned through extensive experience and mistakes.

There should be a respect for the person on the other side of the trade. Always ask yourself: Why does he want to sell? What does he know that I don’t? Finally, you have to be intellectually honest with yourself and others. In my judgment, all great traders are seekers of truth.”

-Michael Steinhardt

[obsidian @obsidian_cap]

@yieldyumi @HoodieChicken i think so, eventually. but that doesnt define price action in any one week, and i think its something you dont want to own next 2 weeks.. US holders who have held out for long term tax basis will now be selling

[obsidian @obsidian_cap]

@SamuraiTakedown price action is reflexive and completely drives sentiment. Nothing else to go by absent price, sentiment and technicals which creates the vol we are seeing

[obsidian capital @obsidiancap1]

Happy Friday to those who celebrate

[obsidian capital @obsidiancap1]

$NVDA JENSEN HUANG: “CLOUD GPUS ARE SOLD OUT. BLACKWELL SALES ARE OFF THE CHARTS”

Jensen protecting the value of his signed memorabilia

[obsidian capital @obsidiancap1]

I said burry bear case dead on arrival but I didn’t think he’d terminate his fund immediately post the $CRWV call

[obsidian capital @obsidiancap1]

$pltr Karp preparing for his meeting with Burry

[obsidian capital @obsidiancap1]

$meta sentiment chg on x visualized in 2 graphics