Viraj

[Viraj @vrjdkr]

@HdHallucination @PegasusFund Also at some point, the current subscription models will need to change to make the economics work. Either the plan prices go up significantly and/or soft query caps will be put in place to limit inference cost per sub per month and force users to upgrade to higher priced plans.

[Viraj @vrjdkr]

@HdHallucination @PegasusFund Interesting. Do you believe at some point capex spend will slow down sufficiently where this is no longer the case? Or given, the nature of AI training, there will never be a point where we have enough data centers to support model improvement and demand?

[Viraj @vrjdkr]

@felixprehn AI

[Felix Prehn 🐶 @felixprehn]

Just created a complete analysis of AI infrastructure opportunities covering chip manufacturers, power companies and system integrators.

I shared this analysis with my 20,000+ students.

For 24 hours, it's yours for FREE.

Like, RT & Comment "AI" and I'll DM it to you.

[Viraj @vrjdkr]

@macrocephalopod You’re not a fan of Portfolio123? I thought their factor-based investment style was interesting, but I’m a newbie so idk.

[Viraj @vrjdkr]

@CryptoUB $DOGE and $SUI

[Viraj @vrjdkr]

@ImTrizzy What makes you so convinced of this? Is it the fact that we've rallied over the summer time?

[Viraj @vrjdkr]

@thechartist Is this a trend following strategy, cross sectional momentum, a combination of the two, or a static portfolio?

[Viraj @vrjdkr]

@marmadridd Do you trade trend systems on individual stocks?

[Viraj @vrjdkr]

@thechartist Doesn't this include lookback bias? You know they are the largest companies today so they've been successful over the past two decades in beating their competitors and growing fast. It's like comparing Apple stock performance over the past two decades vs SPY.

[Viraj @vrjdkr]

@NullFUD I would add some XRP to that list and you’d be golden

[Vydamo @vydamo_]

Actually insane that a career grifter managed to surprise a whole industry of grifters who were expecting him to grift, with unprecedented levels of grifting

[9defi5🏝️ @9defi5]

If you’re struggling mentally say 3 things that you are grateful for when you wake up and go to bed

you’ll feel better almost instantly

can be as simple as the running water, the crisp air, the birds chirping

i like to say thank you every morning in the shower.

thankful for family and friends

thankful for clean running water, a warm roof and food in the fridge 🙏

I was hella depressed a few years ago and this help shape my mind from negativity to positivity

[Viraj @vrjdkr]

@fozzydiablo Where are you able to get this data?

[Hsaka @HsakaTrades]

rip whoever got carried out on okx

[Michael Saylor @saylor]

@TheFlowHorse I'm not selling.

[Temu Robot James @ScottPh77711570]

For my trench dawgs fighting for their very lives

Let me show you something useful about trading shitters

🧵

[Viraj @vrjdkr]

@GringoInvesting @Geiger_Capital Not to mention the cost of execution with fees and spread might not be worth the 5% depending on the size of your position.

[qm @quantymacro]

Lowkey-Advanced Ridge Regression (Part II): Non-Zero Priors, Subset Shrinkage, Cluster Shrinkage
+ Code

featuring exclusive leaked DMs with @ryxcommar @macrocephalopod 👀

refs:
@__paleologo @itsmartingale @AgustinLebron3 @OrthogonalAlpha

giving access to some who RT as usual.