sethc

[sethc @sethcxx1]

@BojanRadojici10 Would love a copy! Thanks for the work

[Claude @claudeai]

Claude in Excel is now available on Pro plans.

Claude now accepts multiple files via drag and drop, avoids overwriting your existing cells, and handles longer sessions with auto compaction.

Get started: https://t.co/cAMDXM1h7r

[unusual_whales @unusual_whales]

Amazon’s Chief Security Officer Stephen Schmidt has publicly stated that the company has thwarted over 1,800 attempted North Korean infiltrations since April 2024, with attempts rising about 27% quarter over quarter.

[Claude @claudeai]

Introducing Cowork: Claude Code for the rest of your work.

Cowork lets you complete non-technical tasks much like how developers use Claude Code.

[unusual_whales @unusual_whales]

A slow morning.

[sethc @sethcxx1]

@JLWEE_ Hey where’s the source for this doc?

[sethc @sethcxx1]

@alc2022 I could be wrong here but most of their operating cashflows are from Bitcoin mining. As IREN pivots their datacentres from mining to AI, it almost seems like their operating cashflow might drop during this phase, and regains back up again once their DCs go live.

[Michael Saylor @saylor]

MicroStrategy Announces Pricing of Convertible Senior Notes Offering $MSTR https://t.co/yglCjkGs1V

[Peter Schiff @PeterSchiff]

The higher the price of $MSTR stock, the more shares @Saylor can sell. The more shares he sells, the more #Bitcoin he can buy. The more Bitcoin he buys, the higher the Bitcoin price rises. When the price of Bitcoin goes up, the share price of MSTR goes up more. When does it end?

[sheng @investwithsheng]

$HIMS CEO

“Long term this is a data business”

As long as it continues to build its business around quality data, $HIMS will experience exponential growth that has not been priced in by the current market.

[unusual_whales @unusual_whales]

Good night to everyone:

[CJ Gustafson @cjgustafson]

GymShark is beating Nike, Adidas, and LuLu Lemon at their own game...

And they're doing it by way of Accounting.

It's called the cash conversion cycle. Here's how it works:

[unusual_whales @unusual_whales]

UPDATED FEATURE

Option contract intraday charting now goes back 7d + 14d. You can change it to aggregate across 1 minute, 5 minute, or 15 minute option candles.

Just go to any contract on the analyst or flow page!

Get the full flow, always.

See it: https://t.co/nTn0dFAfXR

[Chicken Genius @pakpakchicken]

SIVB & USDC chaos.

It's time to think 2nd / 3rd order effects
Position yourself

Here are my thoughts with %

55% SIVB gets bailed - Crypto shoots up

35% Contagion spreads, bail out will than be certain - crypto creates a double bottom and moons

10% USDC to zero - new lows

[unusual_whales @unusual_whales]

JUST IN: The SEC is now asking financial firms what diligence policies and procedures they have in place, if any, and whether they followed them when choosing to invest in FTX, per Reuters.

[Elon Musk @elonmusk]

Ligma Johnson had it coming 🍆 💦

[Uniswap @Uniswap]

1/ We’re proud to announce that we’ve raised $165 million in Series B funding to bring the powerful simplicity of Uniswap to even more people across the world 🦄🍾
https://t.co/ChilydWOEO

[Mostly Borrowed Ideas @borrowed_ideas]

never thought this quote was directed at me, and but here we are:

"So, what you're telling me, is that the music is about to stop, and we're going to be left holding the biggest bag of odorous excrement ever assembled in the history of capitalism."

[Vala Afshar @ValaAfshar]

A sleep expert describes the perfect conditions for falling asleep quicker