Alexander

Beware of unearned wisdom

[Alexander @scopeintime]

@FinnStockinger Appreciate your posts! Got into $POET cause of you and still holding!

[Alexander @scopeintime]

@BasedCapitalLP Short term risk is lock-up expiration from early price release triggers and exercisable warrants. Long term risks are the hardware depreciation schedule and maintaining high utilization rates

[Alexander @scopeintime]

@parmita Great thread

[Parmita Mishra @parmita]

and remember what this drug is up against.

PDAC is the deadliest major cancer there is

the only one with a 5-year survival still under 20%. frozen at 13% for three years straight while nearly every other cancer improved.

[NEJM @NEJM]

Presented at #ASCO26:

Among patients with previously treated metastatic pancreatic ductal adenocarcinoma, the RAS(ON) inhibitor daraxonrasib led to significantly longer overall survival and progression-free survival than chemotherapy. Full phase 3 RASolute 302 trial results: https://t.co/xwLWBZYRzq

@ASCO

[Say No To Trading @SayNoToTrading]

Decided to sell underwater $NOW shares this morning. Last buys were April 9-10th so well past wash sale window.

Took $68k loss vs. $48k in unrealized gains, so still down $20k.

Reason I sold $NOW *now* vs. later is because earnings July 22nd. This gives me time 31+ days from now to buy more before earnings, if I so choose.

Remember I have been in ServiceNow for years. Waiting for breakeven on shares from last year, even though they were purchased at 2025's 52 week lows, is tying up capital for a far-fetched hope.

Similar to $UNH last year and $INTU this year, those who have not been in these stocks for many years and therefore, aren't sitting on any losing lots, have a much different risk perspective.

In no way is my thinking on $NOW any different than last week, last month, or even last quarter. This is just risk management.

What you don't want to do is force weight on a loser and increase exposure too much, in hope of making it back. That's where most people get into trouble. Forced weighting is not good, it should grow large organically.

[Alexander @scopeintime]

@Eggplant_Elon Spot on analysis

[Alexander @scopeintime]

@SayNoToTrading $BRUN is a high spec pure-play IaaS. Key may be its focus on open-source inference which may outscale token inference. More agile than AI neocloud giants + founder experienced in heavy compute in regulated industries. One of few NVIDIA Exemplar status although recent de-SPAC risk

[Alexander @scopeintime]

@SayNoToTrading That scoop of $HEI on April 29th is impressive

[Alexander @scopeintime]

@GavMcCracken @calvinfroedge AI is going nuclear

[Alexander @scopeintime]

@SayNoToTrading

[Alexander @scopeintime]

@SayNoToTrading What are your two primary ways to learn self discipline?

[Alexander @scopeintime]

Menial labor will be spent on beautifying and updating the world as we clear trash and fortify safety and access to the worlds treasures. Space will become an obsession as well as extreme travel and living in the depths of the ocean or the polar edges of the earth.

[Alexander @scopeintime]

individual level interactions to community and cultural levels. The constant yin and yang of humanity will oscillate between these two ends.
The enjoyments we find now will be maximized, looksmaxxing, health optimization, pleasure seeking, attainment of beauty, exploration.

[Alexander @scopeintime]

Those with drive and determination will see the fruits of their effort grow exponentially while it will be easy to slip away into meaninglessness and isolation. AI will accelerate both expansion and contraction of these groups as they evolve and rise and fall from …

[Alexander @scopeintime]

We will be more connected than ever before but at the same time more divided. As the ease of connecting with like minded people and living with similar goal oriented people rises, so to will the desire to distance groups with nothing in common….

[Alexander @scopeintime]

Be by their child will be able to see them grow through every stage. Those with a mind for adventure and exploration will be able to travel the world and the idea of a renaissance man or jack of all trades will be common place as we develop our passions in more detail…

[Alexander @scopeintime]

The doctor who always wanted to be a writer can now spend his time reading and writing as AI reduces administrative burden. The uber driver who dreams of adrenaline rush can now spend his time racing as automation reduces the cost of travel to pennies. The parent who wants to…

[Alexander @scopeintime]

necessity to work or sustain income but by choosing who and what to spend our time doing in the greatest expression of free will our humanity has ever known. This will manifest in any way you can think of as leisure and passion activities explode from the free up in time….