J

[J @tjawbd]

@civilianBTC Hi

[J @tjawbd]

@TommiPedruzzi Start

[Himanshu Kumar @codewithimanshu]

My girlfriend asked why I was smiling at my phone at 3AM.

I lost my job last week.

Rent due in 4 days.

No backup plan.

Then I found a 33-year-old nerd who turned $1,000 into $946,207 trading Bitcoin with a trick he stole from hurricane forecasts.

No finance degree. No trading desk. Just a method every meteorologist uses and every trader ignores.

The method: meteorologists never forecast tomorrow with a single model. They run 31 and count the votes. He applied that exact framework to Bitcoin.

Built a Claude agent that reads every 5-minute BTC candle and feeds it into MiroFish simulator running 31 parallel prediction paths.

Trade only fires when 28 out of 31 models agree.

Below 26 votes? Trade dies instantly.

The agent moves faster than any human trading desk:

→ Collects market data 24/7 without breaks
→ Runs continuous simulations inside MiroFish engine
→ Operates fully autonomous with zero manual input
→ Every trade executes only when consensus hits threshold
→ Every dollar captured is pure market inefficiency exploit

That is the entire edge.

Not prediction. Consensus.

Position sizing follows Kelly criterion. Signal fires or it does not. Most signals fail the vote count, so the system stays flat most days.

He spent years learning that certainty is a scam and consensus is the only edge that matters.

You only need Claude + device + 1 hour per day.

Giving this free for 24 hours.

To get it:

1. Comment the word Claude
2. Like and retweet this
3. Follow me @codewithimanshu so I can DM you

Save this post. Build the consensus system this week. Start with $200. Scale on evidence.

[J @tjawbd]

@codewithimanshu Claude

[Elon Musk @elonmusk]

Wow

[Jokker @0xJokker]

AMD ACABA DE MATAR LAS SUSCRIPCIONES DE IA

La CEO de AMD Lisa Su presento oficialmente una PC del tamaño de una lonchera y ejecuto en vivo un modelo de 235 mil millones de parametros

Sin centro de datos. Sin nube. Sin GPU alquiladas

El chip en su interior es el AMD Ryzen AI Max+ 395

Es el primer chip x86 en el que la CPU y la GPU comparten el mismo bloque de memoria

Hasta 128 GB de memoria unificada

Una RTX 5090 te ofrece 32 GB de memoria de video

Una 4090 te da 24 GB

Pero esta pequeña maquina te ofrece mas de tres veces la memoria de cualquiera de ellas

Y cabe en una mochila

En inferencia con DeepSeek R1 le gano a una RTX 5080 por 3x

Una desktop del tamaño de un libro grueso superando una tarjeta grafica de mas de mil dolares en una carga de trabajo real de IA

Ahora haz las cuentas de tus suscripciones

Claude Code Max: $200 al mes
ChatGPT Pro: $200
Cursor: $20
Gemini: $20

Son $5,280 al año antes de construir una sola cosa

La version de 128GB de esta maquina cuesta entre $1,800 y $2,500

A ese ritmo se paga sola en menos de un año

Y despues corre sin costes adicionales, GRATIS

> Instalas Ollama
> Bajas Qwen3 235B
> Apuntas Claude Code a localhost
> La misma interfaz que ya usas
> Nada sale de tu maquina
> Nada cuesta por request
> Sin limitaciones a las 3am cuando por fin tienes tiempo para construir

Los abogados dejan de preocuparse por lo que OpenAI hace con sus archivos

Los developers dejan de ver el contador de tokens

Los founders dejan de matar prototipos porque la factura de la nube los asusta

La IA local ya no es solo una opcion mas economica

Es la unica IA que nadie puede quitarte

Y la pregunta ya no es si la IA local es lo suficientemente buena

Esta claro que si lo es

La verdadera pregunta es por que seguir pagando suscripciones cada mes cuando puedes correrla tu mismo

[COMPETITION @competitionreal]

Porsche 911 GT3 RS 🚀

[johnny maga @johnnymaga]

This just set the Left back 1,000 years.

[J @tjawbd]

@selinatasnim1 Claude

[Milk Road AI @MilkRoadAI]

This is WILD!

Leopold Aschenbrenner just proved his thesis with his portfolio and the numbers are staggering (Save this).

He is a 24 year old former OpenAI researcher who published a 165-page manifesto in 2024 arguing that the real bottleneck on AGI was not algorithms or chips but rather was electricity.

He then bet his entire fund on it and the power math he laid out drives every single position.

In 2022, the GPT-4 training cluster consumed roughly 10 megawatts and cost around $500 million.

AI compute has been scaling at half an order of magnitude per year, so by 2024 the largest cluster was 100 megawatts and cost billions.

By 2026, right now the leading training cluster requires a full gigawatt of continuous power, the output of a large nuclear reactor, the power of the Hoover Dam.

By 2028, his model projects 10 gigawatts, more electricity than most US states produce in total and by 2030, a single training cluster consuming 100 gigawatts over 20% of everything the United States currently generates costing over a trillion dollars.

And that is just the training cluster, inference on top requires multiples of that.

Meanwhile, US electricity production has barely grown 5% in a decade and the grid was not built for any of this.

His largest position was Bloom Energy, a fuel cell company that generates power directly at data center sites, bypassing the grid entirely.

He began accumulating shares in the mid teens through 2025, built the position to $875 million, and watched it grow to approximately $2.73 billion after Q1 2026 earnings showed revenue up 130% year over year and an Oracle deal to deploy 2.8 gigawatts of fuel cells across AI data centers.

Bloom Energy stock is now up over 1,400% in the past year.

The rest of his Q1 portfolio reads like a master class in the same thesis, CoreWeave at $556 million, Iren Limited at $401 million, Core Scientific at $389 million, and Applied Digital at $320 million, every one of them a power and compute infrastructure play, not a model company.

Milk Road Pro called Bloom Energy early before the AI data center power thesis became consensus and our subscribers are up massively on the position.

Aschenbrenner's portfolio confirms exactly what we have been tracking, the trillion-dollar AI buildout is an energy and infrastructure trade first, and a software and model trade second.

Come join us at the link in bio/below to see our full portfolio before the rest of the market catches on.

[Bull Theory @BullTheoryio]

🚨 LEOPOLD ASCHENBRENNER IS OFFICIALLY BETTING BILLIONS THAT THE AI HARDWARE BOOM HAS PEAKED.

The exOpenAI researcher who was fired for warning that China could steal their AI models then turned $225 million into $5.5 billion in 12 months just filed his Q1 2026 13F with the SEC.

One quarter ago he had $5.5 billion in disclosed equity exposure. As of March 31, 2026 that number is $13.67 billion. The portfolio nearly tripled in a single quarter across 42 positions.

He initiated $7.46 billion in put options against every major semiconductor company between January 1 and March 31, 2026.

None of these positions existed in his Q4 2025 filing.

- SMH VanEck Semiconductor ETF PUT: $2.04 billion
- Nvidia PUT: $1.57 billion
- Oracle PUT: $1.07 billion
- Broadcom PUT: $1.01 billion
- AMD PUT: $969 million
- Micron PUT: $583 million
- Taiwan Semiconductor PUT: $535 million
- ASML PUT: $494 million
- Intel PUT: $159 million

For the past 18 months Aschenbrenner was betting only on electricity, memory, compute, and physical data center infrastructure. That made him one of the best performing fund managers in the world. And his long stock book still reflects that exact same thesis.

- Bloom Energy: $878 million
- SanDisk: $724 million
- CoreWeave: $556 million
- IREN: $401 million
- Core Scientific: $389 million
- Applied Digital: $320 million
- Riot Platforms: $142 million
- CleanSpark: $104 million
- Solaris Energy: $62 million
- T1 Energy: $43 million
- Bitfarms: $38 million
- Bitdeer: $29 million
- Power Solutions: $26 million
- WhiteFiber: $20 million
- Babcock and Wilcox: $19 million
- SharonAI: $18 million
- ProPetro: $13 million
- Hive Digital: $6 million

He is also running call options on specific names at the same time as his puts, which means he is not simply betting against semiconductors everywhere.

- Micron CALL: $422 million
- SanDisk CALL: $388 million
- Taiwan Semiconductor CALL: $354 million
- CoreWeave CALL: $140 million
- Bloom Energy CALL: $55 million

This means he believes the companies supplying power, storage, and compute to the AI industry still have years of growth ahead of them.

But the chip companies that Wall Street has been buying for the past two years at record valuations have already priced in everything good that is going to happen to them.

The man who has been right about every major AI trade for the past 18 months is now betting that the biggest names in semiconductors are about to fall.

If his track record means anything, the chip stocks Wall Street has been buying for the past two years may be in serious trouble.

[Yves ౨ৎ @yvessirae]

The Epstein files are so bad that they gave us a war in the Middle East, $5 gas, hantavirus outbreak, and aliens just to keep us distracted from it

Let that sink in.