Broken Clock
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Many such cases lately, I don't think it's cheap bull posting
Also consistent by the gap I see between sol fable and their harness and everyone else
I don't know how Kimi and all do nearly as well in benchmarks, they're actually far off in practice
I have taken profits on gold; I just have an option trade left but I will also TP it at market open I think
The reason being the trade is consensus and up 15% from the bottom
It's also consistent with treasuries going bid for a bit on short covering
Memories maker might never make a new high actually
In 2028/2029 DC will we drawning in memories
Broken Clock
The non fast mode is unbearably slow. I'd pay even more if they had a 2, 3 or even 5x speed mode
If you had Fable too cheap to metter and 100x faster you're not too far from being quite unstopable already
If I could find a great expression to this pair trade I would probably full port:
-Long AI progress
-Short AI adoption
See what has been happening in oil since march? That's exactly what Bessent is going to do with the 30Y
First step blow out the shorts instead of the oil longs
It's probably the best trade in front of us
I will add calls to my puts that I sold
Broken Clock
If I could find a great expression to this pair trade I would probably full port: -Long AI progress -Short AI adoption
Fable suggested to me to long the shitty consultants and short the neoclouds and it's not such a bad idea actually.
All those retards in corporate love nothing more than being taken by the hand instead of actually doing things. Stocks have already been bombed out too.
I don't think I will pull the trigger but interesting thought.
Between this video and his latest post Dwarkesh lost like 80% of his hard earned aura
He is a tool