pwn_shp_cap

[pwn_shp_cap @volckron]

@MacroSkokie And what happens to prices when the cost of not being at the frontier is extinction. May not happen but think it's an important scenario to keep in mind.

[pwn_shp_cap @volckron]

@MacroSkokie What do you think will happen if we get a few more of these headlines https://t.co/k2Mw9fZeNI

[zerohedge @zerohedge]

AI disruption strikes again

Accenture (ACN) -15% and at COVID lows of $130 after cutting FY guidance

[pwn_shp_cap @volckron]

@SantiagoAuFund Yup

[pwn_shp_cap @volckron]

@SantiagoAuFund Since the dollar fell in the 70s, would you consider that a time of US strength? And the 80s as a time of US weakness? Genuinely interested in your view.

[pwn_shp_cap @volckron]

@MacroSkokie @DThomasStealth What's your take on crypto here? Been relatively strong, no? Or dead cat bounce and back to lows?

[pwn_shp_cap @volckron]

@options_insight How do you think about call backspreads?

[pwn_shp_cap @volckron]

@options_insight What do you think is the best structure in this situation?

[pwn_shp_cap @volckron]

@Merridew__ Particularly perceived agentic winners

[pwn_shp_cap @volckron]

@Merridew__ Why's software up so much?

[pwn_shp_cap @volckron]

@MacroSkokie Edge theme looking very strong. $AKAM $NTNX

[pwn_shp_cap @volckron]

@Merridew__ How do you think AI affects public cloud? Need cloud compute for serious training use cases but can obviate many of the higher abstraction/lego building block use cases (can easily be open sourced running on local servers).

[pwn_shp_cap @volckron]

@MacroSkokie Boss

[pwn_shp_cap @volckron]

@RenMacLLC *does* or *does not* indicate an infl impulse from jobs market? Phrasing is a bit confusing.

[pwn_shp_cap @volckron]

@Merridew__ We need a proper crypto rebound tho

[pwn_shp_cap @volckron]

@Merridew__ Interesting. Why?

[pwn_shp_cap @volckron]

@Merridew__ Fracotraficante

[pwn_shp_cap @volckron]

plus vol waking up. gun-to-my-head: stocks look through it longer than most expect.

[pwn_shp_cap @volckron]

i know y'all said this paper vs physical stuff is nonsense, but crude curve steepening like a mofo