Sai Pc

Working on GenAI and algorithmic transparency at FAANG. Eye for spotting AI garbage a mile away.

Want to join me at FAANG? Link below👇🏼

[Sai Pc @saipc93]

@anandragn Took this on the reclaim of the EMAs.. encouraging move.. Now we wait and see if it has legs. I think you got in a bit earlier right @anandragn? What made you choose that entry? Want to learn this!

[Sai Pc @saipc93]

@TraderJonesy Tbf, that's his regular track record.

[Sai Pc @saipc93]

@anandragn At least you didn't get stopped out yesterday 😭

[Sai Pc @saipc93]

With the comments seen on Fintwit today you would think we are having a major meltdown like 5-7% down on some major index..

meanwhile, SPX -0.2%..

[Adam Mancini @AdamMancini4]

Levels continue to respect perfectly in #ES_F but we still have 0 vol, so just hold your runner. 7680 remans support and its defending over and over. Targets today were 7691 (hit), 7698 (hit), 7716-21. Above there, we can rip sustainably.

7659 remains below and it must hold

[Sai Pc @saipc93]

@adamdoupe Yeah you drilled some of these into my head while writing my thesis 😉

[Adam Mancini @AdamMancini4]

Nothing to do but ride runner for the 7797 backtest which I've called for since we lost it yesterday. Today's long was the 7716 Failed Breakdown (yesterdays shelf of lows). This setup was given in newsletter yesterday + live today.

Targets were 7724, 7742, 7758. All hit. Next, 7777 then 7797

[Sai Pc @saipc93]

@NickSchmidt Has got to be hunan chicken right? RIGHT?!

[Sai Pc @saipc93]

Seeing enough panic finally on the AI trade (part of it my own)… but likely good ingredients for an oversold bounce. Taking some small positions here but not the time to play hero and size up.

[Sai Pc @saipc93]

Ok fineeee.. finally got around to testing Sol5.6-Max and it absolutely is pretty incredible <3 Was definitely able to find bugs and security holes that 5.5-xhigh did not. Well done @OpenAI! Great release!!

[Sai Pc @saipc93]

$AAPL friend was being ultra secretive about what they were working on for past few months. Said "they didn't wanna talk about it" repeatedly. Looking at WWDC now.. yeah I can understand why someone wouldn't wanna talk about that.. Seriously $AAPL, are we still in 2024?

[Sai Pc @saipc93]

@Venu_7_ @Venu_7_ Only had AEVA on my radar due to your posts. Thanks much!

[Sai Pc @saipc93]

@sjkelleyjr Can you run Claude opus 4.7- max or codex-5.5-xhigh vs whichever model you want on a real world 200k+ SLOC codebase? I think you will have your answer very quickly if you do that. Open router is a really bad proxy for comparing models.

[Sai Pc @saipc93]

@sjkelleyjr Hasn't been my experience. Right now codex 5.5 > opus 4.7 > deep seek/ kimi / glm.

The Chinese models are nowhere close to codex or opus for large scale software code bases. Heck they are not even on par with the frontier labs for midsize mobile app code bases.

[Sai Pc @saipc93]

$NBIS absolute video game numbers. 684% YOY - raises power buildout guidance and re-affirms ARR. What else do you want. NBIS 300 wen?

[Sai Pc @saipc93]

@sjkelleyjr Never giving you my books again smh

[Sai Pc @saipc93]

@Venu_7_ Added this today!! Just what you want to see at the 21

[Sai Pc @saipc93]

@ProblemSniper Hey dude, I'm the same person who praised you the other day for your good trading call. You are wrong and talking out of your ass about something you have no clue about. Just accept you're wrong and move on. Otherwise you are the one that comes across as a fucking arrogant bitch!

[Sai Pc @saipc93]

@ProblemSniper Engineering r&d is also fully a tax write-off and can be amortized immediately with the new tax laws. Infrastructure cannot be amortized immediately. Don't double down on this. I know this very very well.