Raymond

Price is the final expression of capital movement.

All charts and ideas are merely my own perception of the broader markets.

🇱🇻 🇬🇧 🇲🇦

[Raymond @RayAuseklis]

Too much froth

[Jeff Park @dgt10011]

I’ve argued before Anthropic must not IPO on its current metrics. The bottom line is simple-

The might of American capitalism rests on a sacred social contract: if humanity must bear its risk, the public must also share in the prosperity, not just pay for it.

My thoughts below:

[Raymond @RayAuseklis]

@KrisPatel99 And they will immediately bring back all their DEI and multiple gender crap which will destroy our society.

What do you want more? Gains or your children being surrounded by mentally ill 40-50 year old men who identify as lesbians?

[Raymond @RayAuseklis]

Time to develop AI defense models

[Raymond @RayAuseklis]

$NKE isn't going anywhere.. and the lower it goes, the better the opportunity.

[Raymond @RayAuseklis]

So far Astra managed to use up all tokens in 10min from editing a simple html page. Reasoning might be superior however work output vs usage is crazy. Claude still wins

[Raymond @RayAuseklis]

@Micro2Macr0 @Strive 300k will pay you 3.2k a month which is wild. A very good way to make your money work for you 👌

[Raymond @RayAuseklis]

Teens account for less than 1% of Meta's revenue. Why would you allow your children to potentially damage their dopamine/serotonin receptors? If adults get depressed from the overconsumption of social media, wouldn't a young highly impressionable mind be affected worse?

[Raymond @RayAuseklis]

If social media has been proven to fuck with our brains, why not just limit it to full grown adults just like cigarettes, alcohol or marijuana (where it's legal to consume)? Does a 13 y/o add that much to revenue?

[Wall St Engine @wallstengine]

HERE’S EVERYTHING $META AGREED TO IN ITS $18B TEEN SAFETY SETTLEMENT

New protections for users under 18 across Instagram and Facebook:

TIME LIMITS

• Default 2-hour daily limit
• Default 12 a.m.-6 a.m. nighttime block
• Parent approval required to remove either restriction

FEED + SAFETY

• Option for a non-personalized feed
• Hide like and reaction counts
• Stronger age checks and removal of users under 13
• More tools for parents and guardians
• Respond to 90% of potentially harmful content reports within 6 hours

OVERSIGHT

• Maintain & improve teen safety measures for 10 years
• Independent compliance audits for 5 years

PAYMENTS

• ~$12.7B paid to states
• Another $5.3B contingent on TikTok and YouTube agreeing to similar terms

If TikTok and YouTube join, Meta’s default teen time limit drops from 2 hours to 1 hour per day.

Meta will also record a ~$10B legal expense in Q3 2026, while keeping its July guidance unchanged.

[Raymond @RayAuseklis]

@Micro2Macr0 💯

[Raymond @RayAuseklis]

And people already seem to have forgotten about Kimi3. Grok 4.6 is the new hot topic. LLM development is a prolonged event of volatility. We are very early in this race.

[Raymond @RayAuseklis]

Claude dominated the industry for over a year with its unbelievably powerful models. Nobody came close to what Opus could do. It's only a matter of weeks until they release a new masterpiece. Kimi3 is noise.

[Raymond @RayAuseklis]

$MSTR does history repeat itself?

[Raymond @RayAuseklis]

@LtdAlto 👌😁

[Raymond @RayAuseklis]

US Treasury is doubling the size of its long-term bond buybacks starting next month.
They’re buying more of their own older bonds, which pushes prices up and yields down. Lower long-term rates make holding stuff like stocks, gold, and crypto more attractive. $BTC $ETH

[Raymond @RayAuseklis]

👀

[Raymond @RayAuseklis]

$ETH is about to have a third weekly close above the 1 year resistance line right inside the golden pocket. I mean, this has got to be it. 🏆

[Raymond @RayAuseklis]

These guys will pivot to AI. Just a matter of time.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nike stock, $NKE, collapses to its lowest level since September 2014, now down -78% from its all time high seen in 2021.

The stock has now officially erased over -$200 billion in market cap since its record high.

[Raymond @RayAuseklis]

$ETH is about to have a third weekly close above the 1 year resistance line right inside the golden pocket. I mean, this has got to be it. 🏆

[Raymond @RayAuseklis]

@Micro2Macr0 It looks like we are heading for a third consecutive weekly close above the resistance line. Consolidation phase.

[Raymond @RayAuseklis]

$GRAB is starting to look quite appealing!

[Raymond @RayAuseklis]

@KrisPatel99 That sweet third candle for confirmation