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15 views13:26

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Well, with oil doing +8% above 100$ this forces Warsh hand a lot more

14 views20:48

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Still playing the hold, my folio is gonna take a serious DD if i'm wrong but I'm fine with it

14 views05:48

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Risk bottomed for this week imo; but next week could get spicy if this doesn't work + hike

15 views05:55

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https://www.ft.com/content/f054f927-b512-452a-b494-ea53f5ac1079

Such a depressing read

If this is the best that even someone very smart like Draghi can come up with europe is really doomed for 100y+

15 viewsedited 06:30

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I wonder how it took so long for the Yanbu pipeline to blow up.
How can it not have been a target of Iran before?

14 views07:01

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Astra shows about 0% improvment on ressource allocation vs 5.6. He burnt through 30% of my weekly allowance just doing an endless loop of testing on a an evolutionary phase of my project. It didn't happen once with Fable as the orchestrator.

The lesson is never ask for building and testing in the same prompt, it handles testing ok when you separate both.
Not very smart?

14 views07:51

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I wonder how it took so long for the Yanbu pipeline to blow up. How can it not have been a target of Iran before?

14 views08:36

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Risk bottomed for this week imo; but next week could get spicy if this doesn't work + hike

Market was eager potentially too eager to push prices up before CPI.
Not a good idea to maximize chances of a nice reaction of the print, plenty of people that bought the good news can be zeroed now

13 viewsedited 11:12

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Seem like you can cross Kimi from the list of Chinese SOTA...
We have Deepseek and Zhipu left basically

13 views12:23

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I didn't try it because my recent xp with 4flash wasn't so good but apparently this one is much better (doubt it is close to the frontier stil but they are moving in the right direction)

14 views12:26

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1) what

14 views12:44

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I started a small position goog/igv

I kind of never want to let go of the IGV short; I think the market sold software too early but they're really a zero

14 views14:30

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The problem is that the zero could be another 10y away lol

14 views14:30

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I am short a few calls (risky wouldn't recommend) of ZS and long 2x more 1300 1200 put spread.

Crop report drop, no reaction, not my usual market, i quit at breakeven

14 views16:15

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Table selection is key to performance and Trump and his team of retards are way out of their league

11 views00:47

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The cherry on the cake would be the gulf state agreeing with Iran on Monday to no more attacks in exchange for booting US bases out of the region completely

11 views00:50

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This would be an absolutely catastrophic loss for the US, but don't worry, pro Trump would still count that as a win no matter what

11 views00:51

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9 views02:15

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1) what?

9 views02:22

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Table selection is key to performance and Trump and his team of retards are way out of their league

The US is restricting oil‑tanker transits through the Strait of Hormuz during designated US air‑defense windows - FT