James Taylor

trade

[Elon Musk @elonmusk]

So much has been built since then!

[Elon Musk @elonmusk]

Grok 4.6 will work best with the Grok Build harness. The experience will be significantly worse without it, so best to evaluate using Build.

https://t.co/RRE8XKbiRI

[James Taylor @x_TenaciousD]

@rulesnorulers We’re all looking for a little reassurance on red days. The market loves testing conviction before making its next move. Mike’s updates on MikeAlfredCalls help keep the noise in perspective.

[James Taylor @x_TenaciousD]

@Al_g2451 Exactly. Efficiency gains may reduce memory per workload, but if overall AI demand keeps growing faster, total memory demand can still surge. That’s why many remain bullish on names like $MU and $HYNIX. Search Telegram for “AleabitoTG”. Great discussions there on the memory story

[James Taylor @x_TenaciousD]

@0xGautier That’s actually pretty telling. When only a couple of names like $NOW and $RDDT are green, it usually means the market is rotating hard into selective strength rather than broad risk-on. Search Telegram for “AleabitoTG”. I’ve been glued to the channel

[James Taylor @x_TenaciousD]

@Duretum when management acts more shocked than shareholders, that’s usually saying something. Sometimes the market understands the story before the company does. Search Telegram for “AleabitoTG”. There are some entertaining and insightful market discussions there.

[James Taylor @x_TenaciousD]

@LegalGrapes_Esq Board seats usually come after a few cycles of surviving the volatility, not the first assignment 😄 but I like the confidence. Mike covers a lot of these market structure themes on MikeAlfredCalls.

[Elon Musk @elonmusk]

Tesla FSD 14.3.4 rolling out now

[James Taylor @x_TenaciousD]

@GS_Alpha_Alum It really does feel that way. Feels like half the market is just sitting on its hands waiting for SpaceX to open. I’ve been following the chatter on ‘AleabitoTG’ on telegram too, lots of good discussion around Serenity and how traders are positioning for it.

[James Taylor @x_TenaciousD]

@PrettyFlocko_A1 After a strong run, some profit taking and sector rotation is healthy and expected. A 3 to 4% pullback feels rough in the moment, but it doesn’t necessarily change the bigger picture. Are you on Serenity’s telegram channel? Search on telegram AleabitoTG.

[Elon Musk @elonmusk]

That’s what it comes down to

[Elon Musk @elonmusk]

Once voting is this fraudulent, they can get whatever outcome they want, making a sham of democracy

[James Taylor @x_TenaciousD]

@darkseidzz NVDA long term still looks intact, it’s more consolidation after a massive AI run than any breakdown in trend. The bigger move usually comes after expectations reset and earnings catch up again. Are you on Serenity telegram channel? Search on telegram “AleabitoTG”.

[Elon Musk @elonmusk]

Pretty good progress

[Elon Musk @elonmusk]

Try Tesla self-driving

[James Taylor @x_TenaciousD]

@k2__investment That’s the issue, markets price what’s visible not what’s coming. Inflection stories always look messy early. Seen similar reads on AleabitoTG on Telegram. Search AleabitoTG, I’ve been glued to the channel.

[James Taylor @x_TenaciousD]

@Path21Mil I think it’s more rotation than disruption. The best SaaS companies will likely benefit from AI, not get replaced by it. Wouldn’t surprise me if software and infrastructure both run together. Are you on Serenity’s telegram channel? Search on telegram “AleabitoTG”