Wasteland Capital
Lisa Su and $AMD f**ked the entire semiconductor sector today.
It’s comical that a 56x ‘26 P/E business with a product that few really want, who literally had to give away 10% of itself to OpenAI so they would buy its goods, is somehow seen as a sector bellweather.
Dumb. 😒
tweet
Lisa Su and $AMD f**ked the entire semiconductor sector today.
It’s comical that a 56x ‘26 P/E business with a product that few really want, who literally had to give away 10% of itself to OpenAI so they would buy its goods, is somehow seen as a sector bellweather.
Dumb. 😒
tweet
Offshore
Photo
Bourbon Capital
$NFLX free cash flow has experienced exponential growth since 2022
Solid business and printing cash through ads https://t.co/DAegdcKKu9
tweet
$NFLX free cash flow has experienced exponential growth since 2022
Solid business and printing cash through ads https://t.co/DAegdcKKu9
tweet
Offshore
Photo
The Transcript
RT @TheTranscript_: When you see the drawdown on your saas stock: https://t.co/lSDQfX4bWs
tweet
RT @TheTranscript_: When you see the drawdown on your saas stock: https://t.co/lSDQfX4bWs
tweet
DAIR.AI
RT @omarsar0: Connect your agents with Obsidian vaults and never let your agents go hungry for the right context again.
On a serious note, in most cases, all you need are markdown files to get your coding agents to do what you want. Skills and Notes (both in md) are all my agents use now.
tweet
RT @omarsar0: Connect your agents with Obsidian vaults and never let your agents go hungry for the right context again.
On a serious note, in most cases, all you need are markdown files to get your coding agents to do what you want. Skills and Notes (both in md) are all my agents use now.
tweet
Offshore
Video
Moon Dev
my team of quants and i used clawdbot in our internal zoom call
we made some discoveries i have not seen on x yet
so im releasing this private zoom call for a couple day
you may wanna bm it if you cant watch it rn https://t.co/suebThH47R
tweet
my team of quants and i used clawdbot in our internal zoom call
we made some discoveries i have not seen on x yet
so im releasing this private zoom call for a couple day
you may wanna bm it if you cant watch it rn https://t.co/suebThH47R
tweet
The Few Bets That Matter
Did a lot of buying over the last two hours.
$PATH
$NBIS
$ALAB
$BABA
$TMDX
The last add for some of these names. If they don’t bounce here, I’m out. For good.
Also interesting: buyers keep showing up aggressively every evening, an hour before the close.
There’s something there.
tweet
Did a lot of buying over the last two hours.
$PATH
$NBIS
$ALAB
$BABA
$TMDX
The last add for some of these names. If they don’t bounce here, I’m out. For good.
Also interesting: buyers keep showing up aggressively every evening, an hour before the close.
There’s something there.
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
These kinds of intraday swings following yesterday’s climactic selling feel reminiscent of March 20, 2020 — which also ended up marking a bottom.
Of course, today’s move is far less broad and more concentrated, particularly within SaaS providers.
$CSU $FICO $INTU $NOW https://t.co/K3i82OWhEy
tweet
These kinds of intraday swings following yesterday’s climactic selling feel reminiscent of March 20, 2020 — which also ended up marking a bottom.
Of course, today’s move is far less broad and more concentrated, particularly within SaaS providers.
$CSU $FICO $INTU $NOW https://t.co/K3i82OWhEy
Feels like we may be approaching capitulation across a number of quality SaaS names after today’s climactic selling — this kind of price action that often coincides with forced de-risking, exhaustion, & indiscriminate selling rather than a change in long-term business quality. tweet
Javier Blas
So the nuclear talks are back on, in Oman, say the Iranians. The Associated Press says the White House has agrees to move Iran talks to Oman from Turkey after Arab leaders urge US to hear out Tehran
tweet
So the nuclear talks are back on, in Oman, say the Iranians. The Associated Press says the White House has agrees to move Iran talks to Oman from Turkey after Arab leaders urge US to hear out Tehran
Nuclear talks with the United States are scheduled to be held in Muscat on about 10 am Friday.
I'm grateful to our Omani brothers for making all necessary arrangements. tweet
X (formerly Twitter)
Seyed Abbas Araghchi (@araghchi) on X
Nuclear talks with the United States are scheduled to be held in Muscat on about 10 am Friday.
I'm grateful to our Omani brothers for making all necessary arrangements.
I'm grateful to our Omani brothers for making all necessary arrangements.
Benjamin Hernandez😎
Most losses come from being late.
By the time a tweet is seen, the move is often gone. I share explosive stocks and real-time breakout alerts on WhatsApp while momentum is still building
Stop chasing✅ https://t.co/71FIJId47G
Being early changes the game
$PLTR $SOFI $AMD $OPEN
tweet
Most losses come from being late.
By the time a tweet is seen, the move is often gone. I share explosive stocks and real-time breakout alerts on WhatsApp while momentum is still building
Stop chasing✅ https://t.co/71FIJId47G
Being early changes the game
$PLTR $SOFI $AMD $OPEN
tweet
Benjamin Hernandez😎
Most losses come from being late.
By the time a tweet is seen, the move is often gone. I share explosive stocks and real-time breakout alerts on WhatsApp while momentum is still building
Stop chasing✅ https://t.co/71FIJIdBXe
Being early changes the game
$PLTR $SOFI $AMD $OPEN
tweet
Most losses come from being late.
By the time a tweet is seen, the move is often gone. I share explosive stocks and real-time breakout alerts on WhatsApp while momentum is still building
Stop chasing✅ https://t.co/71FIJIdBXe
Being early changes the game
$PLTR $SOFI $AMD $OPEN
tweet