Demosthenes

Stocks/Crypto short term/ long term Not a financial advisor

[Demosthenes @stockcrazed]

@WilliamBen26502 @HenrikZeberg He is actually horrible! Screwed his followers on the Zeberg report, now defunct, calling for a recession no later than March 2024. He also called atop in Palantir at $35

[THE GREEK TRADER 🇬🇷 @GreekTrader777]

Ok I had to put something together for this situation. Its absolutely disgusting.

Some of you should be absolutely ashamed of yourselves.

Imagine being so comfortable with cruelty that you publicly ridicule a woman simply because you don't approve of her appearance.

Who gave you the right to decide what another human being should look like?

While some of you sit behind your screens mocking Susan Dell, she and her husband, Michael Dell, have dedicated enormous resources to helping others, supporting communities, and changing lives through their philanthropy.

Think about that for a moment.

You're criticizing someone's FACE while she's helping change people's LIVES.

Beauty isn't measured by someone's appearance, their age, or whether they meet your personal standards. It's measured by their character, their compassion, and what they contribute to this world.

You don't have to find someone attractive. You don't have to agree with their choices. But you can have the basic human decency to treat them with respect.

The ugliest thing in this entire situation isn't anyone's appearance. It's the cruelty being displayed by the people making fun of her.

To Michael and Susan Dell: Please don't mistake the loudest voices on social media for the majority. There are plenty of us who recognize and appreciate the good you've done.

Kindness costs nothing. Cruelty reveals everything.

If you agree that publicly humiliating someone over their appearance is unacceptable, please share this. Maybe it's time we made kindness louder than cruelty.

@MichaelDell
@SusanDell

[Michael | Hypermarkets @itsmichaelluu]

By end of 2026 so in 3 months $1700-$1800+
A massive rerating on memory stocks is about to happen when $SPY breaks above $800

[Pharmdca @Pharmdca]

$AMZN is simply building the base before the next leg higher. Just a matter of time before it breaks out of this consolidation phase and delivers a move like we saw in $META and $MSFT.

Stay patient. The breakout will come. 🚀

[dough @semodough]

$AMZN Cowen forecast 3Q26 revenue of $202BN, in line with consensus, driven by accelerating AWS revenue growth (to 41% y/y vs. ~37% in 2Q26). estimate Op Inc of $27.6BN, ~6% above consensus, driven by AWS and Ads segments. For AWS, are 3% and 9% above consensus revenue and Op Income ests, as AI revenue ramps to nearly $10BN, accounting for ~60% y/y incremental AWS revenue. Buy & $350 PT

[The Rock Trading Group @The_RockTrading]

Close.

Very. Close. To execute on.

$AMZN.

IYKYK

[Demosthenes @stockcrazed]

@TrumpsHurricane Lizzo is gross!

[zerohedge @zerohedge]

*ZELENSKYY SAYS TRUMP AGREED TO MEET HIM IN NEW YORK

[TrendSpider @TrendSpider]

https://t.co/lXpwyAwSyU

[zerohedge @zerohedge]

He's baaaaack: "Somebody" just spent $100MM premium on 2 week AI Stock Calls for the Oct2 expiration:

INTC Oct2nd 115c bot up to 3.65 20k $7.3MM
MRVL Oct2nd 250c bot 11.00 3500x $3.85MM
SNDK Oct2nd 1600c bot up to 97.60 4200x $41MM
MU oct 2nd 1000c bot up to 44.00 10k $44MM

[Demosthenes @stockcrazed]

@The_RockTrading AMZN? 260! Keep up the great work John

[The Rock Trading Group @The_RockTrading]

Agree.

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Agree with @Markzandi viewpoint and as he notes:

“…it doesn’t have to choose either. It can wait.”

The supply shocks driving higher Core PCE are est by @GoldmanSachs to be 1.75pp now and fading -100bp to 0.75pp by early 2027.

Why hike when Core PCE set to decline 100bp without a hike?

PS: remember, when markets brace for bad news 🗞️, then markets rally on the event

@FundstratCap @FundstratDirect
@federalreserve
@BitMNR
$BMNR $BMNP

[Barchart @Barchart]

Tech Stocks are trading at valuations less than half those seen during the Dot Com Bubble 🚨

[zerohedge @zerohedge]

Hedge Funds Buy Tech Stocks 10 Of Last 11 Weeks; Pace Of Buying Highest Since June 2025 https://t.co/igitp3Q9zB

[Kaushik @WisemanCap]

$AMZN Citi Reiterates Buy PT $350
Stays a Top Pick: advertisers keep allocating spend, AWS AI demand accelerating
Calls the FTC ad-lawsuit dip a buying opportunity; Q2 ads +26% YoY to $19.8B

[TheStreet @TheStreet]

Nvidia CEO Jensen Huang doubles down on his big 2030 market bet

Read more: https://t.co/KrtQd01UIK

[David Sacks @DavidSacks]

Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.

You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.

I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.

But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.

Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.

Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.

So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.

If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.

[Demosthenes @stockcrazed]

@Jake__Wujastyk I love it Jake! Keep up the amazing work!

[Demosthenes @stockcrazed]

@us_connie Satellite dish

[Demosthenes @stockcrazed]

@ShaiClipped sell it!