technicalbias

Headlines beat narratives, narratives beat fundamentals, but technicals always prevail. My ideas and inclinations are never financial advice and are always free

[technicalbias @technicalbias]

If creating systems that learn from large datasets how to understand and best interpret underlying patterns, then using real-time data to generate trading signals is how we define AI, then I and many others have been doing this for a very very long time. What follows below is a mix of subjective, objective and occasionally cynical knowledge sharing. The key is to always always make it simple to see

[technicalbias @technicalbias]

@HansCashFlow Nobody dares flinch first. Until then, we wait for that dreaded headline: "We can now Kimi with half the GPUs and 80% less memory."
Until then...pile it on.

[technicalbias @technicalbias]

@SamanthaLaDuc Oh noooo...maybe if $ORCL would buy them?

[technicalbias @technicalbias]

Say whaaat?

[technicalbias @technicalbias]

If creating systems that learn from large datasets how to understand and best interpret underlying patterns, then using real-time data to generate trading signals is how we define AI, then I and many others have been doing this for a very very long time. What follows below is a mix of subjective, objective and occasionally cynical knowledge sharing. The key is to always always make it simple to see

[technicalbias @technicalbias]

@SamanthaLaDuc It’s great fun. I know it’s a way, way too far-fetched of an outcome, but $100 well spent if I get a 142x return because Powell wakes up Wednesday choosing chaos, and drops 50bps just to watch CNBC spontaneously combust. That’s what us degenerates call a Godly risk/reward ratio.

[technicalbias @technicalbias]

@SamanthaLaDuc As we get closer, the thing everyone will notice, will be the +ve correlation between the advent of quantum computing and physical assets. The minute cryptographic integrity starts sweating, gold coins will stop being boomer relics and start front-running the QC champs.

[technicalbias @technicalbias]

@SamanthaLaDuc Actually in the age of space-bound data centers, who needs copper anyways? (that's from the Frontier Communications website)

[technicalbias @technicalbias]

@SamanthaLaDuc Nobody will ever buy a Chinese AI product anyways...oh, sorry, please ignore

[technicalbias @technicalbias]

@SamanthaLaDuc Hate to admit it but Musk was right, we are indeed lving in a simulation. A tragicomedy as far as I can tell.

[technicalbias @technicalbias]

@SamanthaLaDuc That here is the Netflixification of generic everyday AI offerings. First it was wow that's cool, then there were 10 me-toos and soon we will settle for 2 or 3 bundlers of LLMs, TPUs, and hallucination clips, into monthly family plans. Amazon are you seeing this? Chop chop Prime!

[technicalbias @technicalbias]

@SamanthaLaDuc Add in those famous last words from Satya Nadella on the Brad Gerstner’s Limitless podcast: “It’s not a chip supply issue, it’s that I don’t have enough warm shells to plug into”

[technicalbias @technicalbias]

@SamanthaLaDuc - December cuts, back on
- China all-you-can eat chips, back on
- Mamdani peace accord, reached
- Ukraine sign-off, this weekend or else
What else can we do before Thursday? Fannie & Freddie announcing a 5% stake in Nvidia, Michael Saylor WH dinner…need ideas

[technicalbias @technicalbias]

@SamanthaLaDuc Nah, no way that ever happens! Google creating a cheap take-it-home, modular piece of hardware that anyone can use to run anything like Google Search tech in-house! No way, never in a million…oops, sorry, please disregard https://t.co/dC3sEWJYDn

[Captionizer @Captionella]

For all this hyperscaling hoopla, history WILL repeat. When $GOOG became the backbone of mass data, indexing & retrieval, anyone wanting that power in-house, got the Google (GSA). Next, as needed, firms will run open-source AI on cheap local or cloud hardware. Remember DeepSeek?

[technicalbias @technicalbias]

@SamanthaLaDuc Almost there… https://t.co/C1WT0rWYuO

[Captionizer @Captionella]

$BTC to $SPX - “hey it’s been a great year, so you meet me or I meet you? You know what, better you come down here, gravity is calling”

[technicalbias @technicalbias]

@SamanthaLaDuc Hey at least they are back buying tons of soybeans...Brazil? What happened to Argentinian beans?

[technicalbias @technicalbias]

@SamanthaLaDuc So $MSFT has loads of idle GPUs, $CRWV report was a complete mess, $META AI-palooza is an absolute nightmare and open-source AIs are now a dime a dozen. But $NVDA will beat, raise and praise, Hallelujah. Also...

[technicalbias @technicalbias]

@SamanthaLaDuc nerVous? Indeed, V’ery V’ery nerVous https://t.co/oX7INRzOxf

[Captionizer @Captionella]

$SPX - markets in 2025 are nothing but Veeeeeees. Retail runs this show now and remains undefeated....Veeeeeeee

[technicalbias @technicalbias]

@SamanthaLaDuc There were signs, and us technicians like to refer to it as the "weeee indicator"

[technicalbias @technicalbias]

@SamanthaLaDuc lol, of course that first.