Muad’DikDik

existential metanarrative
kundalini panini

[Kirill @kirillk_web3]

instead of watching 2 hours of Netflix tonight, watch this 39-minute interview with the founder of a $50B China AI company.

Yang Zhilin runs Moonshot, the lab behind Kimi.

He turned down staying in the US, went back to China, and just raised at a $50 billion valuation.

what makes it worth your time:
> his whole frame is a 10 to 20 year marathon, not the sprint everyone else is running
> the one bet under everything he builds: scaling law is to AI what Moore's Law was to computers
> why he cut everything except productivity, because if you try to do everything, you do nothing well
> how long-context use cases he never saw coming on day one became the real product

it's the clearest thinking on how to actually build an AI company at scale I've heard. no hype, just first principles.

I turned the key ideas into a practical guide, Kimi K3: From Loops to Graphs, How I Cut AI Agent Costs by 70%. below ↓

[StockWhale @thestockwhale]

We almost have a low forever for memory stocks like $MU, $SNDK, and $DRAM. We just need one more marginal wave high to complete 5 waves from the lows.

Right now, we only have 3 waves. Here's exactly when to buy, and what to expect moving forward.

1. $DRAM
2. $MU
3. $SNDK

All my buy and sell signals in Discord @ https://t.co/GaBnArAAKe.

[Avid @Av1dlive]

holy shit this is a f**king gold mine

I replaced opus 5 with deepseek v4-flash, it's basically free

and someone figured out a way to run it's subagents as a self-improving loop inside codex

[the setup takes 2 mins here is how]

1. clone the repo 'codex-self-imrpoving-loop'
2.give the '3 loop workflow' image to your agent
3. voila you are done

save this no matter what. it'll be the most productive thing you do this week

[Leonard Rodman @RodmanAi]

SAM ALTMAN HAS A NEW PROBLEM. 🤯

Google just shrunk 31GB of AI memory down to 4GB.

The tool is called TurboVec.

It uses up to 16x less memory, searches faster than FAISS, runs fully offline, and works on a regular Mac.

No expensive GPU cluster.
No cloud dependency.
No compromise on speed.

→ 16x lower memory usage
→ Faster vector search
→ Works with LangChain & LlamaIndex
→ 100% open source

The race to build bigger AI models is loud.

The race to make them dramatically cheaper just got a lot more interesting.

Repo: https://t.co/08TFGtHL6K

[Khairallah AL-Awady @eng_khairallah1]

ANTHROPIC JUST RELEASED THE OFFICIAL PLAYBOOK FOR BUILDING A COMPANY WITH CLAUDE CODE.

30 minutes. free. from the engineers who built it.

Bookmark this before you forget.

CEO: 1 human. Employees: AI agents. Operations: fully automatic.

The zero-headcount company is no longer a joke.

[Patient Investor @patientinvestor]

Quality stocks trading near their 52-week lows:

Berkshire $BRK (-13%)

Visa $V (-14%)

Waste Connections $WCN (-19%)

Republic Services $RSG (-19%)

MercadoLibre $MELI (-26%)

Tractor Supply $TSCO (-28%)

Abbott Laboratories $ABT (-29%)

Copart $CPRT (-47%)

[StockWhale @thestockwhale]

$NVDA

If you're an investor, buy slowly every two weeks. Don't lump sum big here.

For me, I will be buying BIG if $NVDA can come down just a bit more closer to $130.

Until then, a lot of opportunities in the markets in other sectors.

[Heisenberg @Mr_Derivatives]

$BTC Chart Update:

Keep it short. Yes, Bitcoin is due for a dead cat bounce and soon. I wouldn't be surprised it went to $70k at minimum all the way up to $75k to retest the breakdown of the neckline, with a possibility of overshooting towards $80k.

The next major supports below are $60k and the big kahuna one in $49k ish.

Those are the lines for ya. I would be highly surprised if it just kept crashing towards $49k with ZERO bounce...

[IncomeSharks @IncomeSharks]

The last time Bitcoin had 5 consecutive down months it bottomed. 58% drawdown during that period, this time we are at about 50%. The candles look bigger and are scarier but percentage wise very similar.

[Muad’DikDik @paniteus]

@cobraalerts ME

[Scott Adams @ScottAdamsSays]

A Final Message From Scott Adams

[Shay Boloor @StockSavvyShay]

KEY LEVELS TO WATCH FOR THE FINTWIT FAVORITES

• Bullish | $TSLA, $IREN, $OPEN, $NBIS, $ONDS, $ACHR, $OSCR, $OKLO, $RKLB, $ASTS, $SOFI, $EOSE
• Hold | $NVDA, $AMD, $PLTR, $IONQ, $HOOD
• Bearish | $HIMS, $TEM

[Heisenberg @Mr_Derivatives]

$BABA

Price getting squished between the blue line and orange area.

Something has to give.

Getting tighter each passing day.

I gotta imagine a breakout right?!

[The Knowledge Bank @xKnowledgeBANK]

In 1998, Warren Buffett gave a 1-hour masterclass on how to never lose money investing.

[FinancialJuice @financialjuice]

Venezuela's state-run PDVSA requests some joint ventures to reduce crude output as inventories fill up, according to sources

[Heisenberg @Mr_Derivatives]

$SPX First time milestones per thousand:

Oct 1997: Got close to 1,000, then led to a 13% drawdown.

Sept 2014: Hit 2,000, then led to a 10% drawdown.

Sept 2018: Got close to 3,000, then led to a 20% drawdown.

Mar 2021: Got close to 4,000, then led to a 3.5% drawdown.

Feb 2024: Hit 5,000, no drawdown.

Nov 2024: Hit 6,000, a few months later led to a 20% drawdown.

2026: Hit 7,000 then what _______ ?

FWIW.

[Jaynit @jaynitx]

Elon Musk literally broke down his 5-step process for applying first-principles thinking to build anything:

[Market RebellionHQ @RebellioMarket]

Fibonacci Is a Probability Tool — Not Magic:
1.Fibonacci
2.Breakout
3.Reversal
4.Elliott Wave
5.Failure Value Gap
6.Candlesticks
7.Heikin Ash
8.Moon Phases
9.Renko
10.Harmonic Patterns
https://t.co/JRjV1wNi4L and resistance
12.Dynamic S&R
13.Trend lines
14.Gann Angels
15.Momentum Indicators
16.Oscillators
17.Divergence
18.Volume

[IncomeSharks @IncomeSharks]

$BA - Getting close to shopping time again on this one. Usually play this one every few years when price goes low and ride it up then rinse and repeat.

[FinancialJuice @financialjuice]

ECB's Schnabel: The main focus should be on core inflation