Probably Ballistic

i post software / finance / defense stuff between work and modafinil crashes.

[Probably Ballistic @prollyballistic]

$IRDM I suspect this acquisition gets challenged. Genuinely good company // critical military infrastructure that has saved my ass getting bought like this feels weird.

[Probably Ballistic @prollyballistic]

I want to park my net worth in $IRDM but their stock sucks. They make products that have saved me several times. Iridium satphones and satspots are a godsend.

iOS sat is not there yet. Thank you for saving me (again). You’ll forever have a customer.

[Probably Ballistic @prollyballistic]

Great time to buy. I have 20% cash reserves for tax purposes but I’m likely to use them up.

[Probably Ballistic @prollyballistic]

Both the start of a big industry and the end of a bubble look the same: 50% price swings intra-month.

One month ago I said: "I have some co-packaged optics, copper, defense tech, robotics."

Easy to imagine robotics to 10,000x in 10 years, while having <5% unemployment.

[Probably Ballistic @prollyballistic]

Almost all of my calls over the past six months were right:
- $NBIS (bull)
- $GTLB (bear)
- $PSIX (bear)
- $PATH (bear)
- $LB (bull)

At this point, I have some semis. I have gold. I have some co-packaged optics, copper, defense tech, robotics.

Your job is easiest just before it disappears. Software is disappearing. I can see the beginning signs of AI getting easier.

Physical intelligence is the next hard job. Position yourself accordingly.

[Probably Ballistic @prollyballistic]

@iBladesi Ugh you mentioned that fuckshit of a company. Now I’ll leave twitter for another month in rage

[Probably Ballistic @prollyballistic]

Almost all of my calls over the past six months were right:
- $NBIS (bull)
- $GTLB (bear)
- $PSIX (bear)
- $PATH (bear)
- $LB (bull)

At this point, I have some semis. I have gold. I have some co-packaged optics, copper, defense tech, robotics.

Your job is easiest just before it disappears. Software is disappearing. I can see the beginning signs of AI getting easier.

Physical intelligence is the next hard job. Position yourself accordingly.

[Probably Ballistic @prollyballistic]

Got doxxed by my ex somehow. Ridiculous. It takes a special someone to be able to see past my flavor of autism. Maybe I should marry her instead of call the cops

[Probably Ballistic @prollyballistic]

man so many SPVs just died

[SpaceX @SpaceX]

SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI.

The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models.

Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.

[*Walter Bloomberg @DeItaone]

@Xiuying @gave_vincent Never

[話題のツイートくん @panpannsu]

疲れた全人類に見て欲しい
赤ちゃんの笑顔のパワーってほんとすごいよね
https://t.co/7AtIl6UW1x

[Probably Ballistic @prollyballistic]

When my dividends in my HSA equal the Equinox gym membership cost, I'll have escaped the permanent underclass

[Probably Ballistic @prollyballistic]

@Osinttechnical I thought they had no navy?!

[Probably Ballistic @prollyballistic]

@bryan_johnson put me in coach

[Probably Ballistic @prollyballistic]

@rsuyoy because no one is using it

[Probably Ballistic @prollyballistic]

This is being shared as why Slack $CRM cannot be replicated. But it’s really simple? Just zoom in - don’t feel intimidated by the number of boxes and arrows. This looks about as simple as a state diagram for 4 way traffic intersection with pedestrians.

[Probably Ballistic @prollyballistic]

@nikunj if anyone reads the actual flow chart, you’ll see it’s actually pretty simple. there are surely more complex state diagrams? This looks about as simple as a state diagram for 4 way traffic intersection with pedestrians?

[Probably Ballistic @prollyballistic]

@theo Appreciate the pushback.

[Probably Ballistic @prollyballistic]

I slept with an Iranian girl who didn’t have any hair on her back. That’s like +1000%.

I’m never gonna be as good as the +585% YTD. How do they do it?! It’s not just survivor bias. There is actual skill here - one I do not possess.

[Probably Ballistic @prollyballistic]

@NYCMayor no you won’t lol they’ll just leave

[Probably Ballistic @prollyballistic]

@DuongLeHaiQuan never violated nda - i’m not congressman, i can’t even trade most of the time

[Probably Ballistic @prollyballistic]

Terrifying how this makes me genuinely feel things. I’m a field engineer in defense btw.

[KK @kenki_kids]

handjob parlorから退店。
今日は女の子に膝枕してらってる時にオッパイを触りまくってたら「大きい赤ちゃんみたい」と言われました。最高に癒されました。