BadKnight

market calls and ideas in real time
ai focused

[BadKnight @thatsabadknight]

@SVBriskmanager they don't know that much ball

[BadKnight @thatsabadknight]

@institLPGP look at musks reply to the post, i think that's really important to acknowledge. china is optimising for benchmarks right now rather than useful intelligence. fable was blowing everything out of the water.

[BadKnight @thatsabadknight]

might be good to size up $SKM keep an eye out on the news over the weekend

[Negligible Capital @negligible_cap]

*EARLY USERS OF ANTHROPIC MYTHOS RETAIN ACCESS AFTER US ORDER

Mythos is gone for some but not all. Banks and tech firms still have access (collectively around 200 companies). Hope it’s not too long before it’s back for all

[BadKnight @thatsabadknight]

@Sam67024298780 so what are you doing about it sam?

[BadKnight @thatsabadknight]

oil bulls are capitulating, this bull market hasn't even started yet - the rally is going to be insane

[Buy High, Sell Low @tradeoilstocks]

$1.2 million loss for me. Closing out my oil positions. The fault was all mine - I know to always fade geopol, but the “this time is different” got me. It’s never different.

Other than Anas, most other analysts all got it wrong.

Probably a bottom now, but I won’t risk it.

[BadKnight @thatsabadknight]

I think the ai buildout is a once in a lifetime trade, if you pick right you won't even believe how much money you could make

[BadKnight @thatsabadknight]

this ai buildout is going to be so seismic that bears have no idea what is coming $TSM $NVDA $005930 $000660 + semicap equipment

[BadKnight @thatsabadknight]

long a lil bit 35.06 avg, could add to more depending on how the news plays out

[BadKnight @thatsabadknight]

you gotta get long a lil bit of $SKM here for the anthropic x US admin recovery - if you used mythos, you know there's something special here so it's worth a punt

[BadKnight @thatsabadknight]

@orrdavid not accurate rental prices, zerohedge acting as a fud account only nowadays - see semianalysis index for better vis

[BadKnight @thatsabadknight]

@AltcoinMonke @StonkTrump yeh you're not that smart then

[BadKnight @thatsabadknight]

@firstadopter you got yourself a new subscriber - smart choice to share part of the interview. now i know it's fire and you do top quality work based on your questions.

[BadKnight @thatsabadknight]

press the performance button and repost buddy

[BadKnight @thatsabadknight]

@jaysyoon are you adding to your position? how has your conviction changed since original tweet?

[BadKnight @thatsabadknight]

@RJCcapital i dont know who you are in there but just know i have the alpha

[BadKnight @thatsabadknight]

@TheValueist long the common, such a winner

[BadKnight @thatsabadknight]

@TheValueist estimates look low still so I think it's got lots of room

[BadKnight @thatsabadknight]

@ChipsandWafers great call! im in both and they've continued to climb.

[BadKnight @thatsabadknight]

@boymanrobshit It seems like a lot of people haven't properly used open source models. The key tell I see over and over is referring to the benchmark scores.

[BadKnight @thatsabadknight]

@jszhang0912 capex estimates are going higher from hyperscalers compared to guides from recent earnings call. did you also include coreweave/nbis/iren (large neoclouds) + sovereign (small atm but higher in future) + china? would be interested!