The Transcript
$CCK Crown Holdings CEO: "If you watch the Super Bowl this weekend, you're going to see two really slick commercials...one of the major beer companies and one of the major soft drink companies are going to run some really, really slick commercials that are really well done"
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The Transcript
Dan Loeb: "A simple query into Claude’s chatbot: 'Which companies is Anthropic capable of dislocating or disrupting?' yields some fascinating results and was in our view a fruitful source of hedges for our firm." https://t.co/uWKxwiQ2up
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The Transcript
RT @MindfulDataPath: Another great ER week.

On my watch:

$NET $NBIS $APP $VRT $ALB $CCJ $ANET $APP

Courtesy of @TheTranscript_ https://t.co/u981d6q8Vz
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$GOOG $GOOGL Alphabet Chief Scientist: "It's an amazing time because whether it's Claude, whether it's ChatGPT, whether it's Gemini, they're all getting better. They're all making one and they're. I would say the competitive environment's also making everyone better. This is fantastic to see where, release after release, you're now feeling like you're gaining more insight. You're gaining more capability. And it's able to go further, deeper, faster."
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$GOOG $GOOGL Alphabet Chief Scientist "The real secret weapon that we have is that we get to work together across the stack at the company to solve the end problem...If you look at TPUs, they're not designed in isolation. They're co-designed with DeepMind, but also taking input from all of the different use cases, search, ads, YouTube, and cloud.
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The Transcript
$GOOG $GOOGL Alphabet Chief Technologist: "The real secret weapon that we have is that we get to work together across the stack at the company to solve the end problem...If you look at TPUs, they're not designed in isolation. They're co-designed with DeepMind, but also taking input from all of the different use cases, search, ads, YouTube, and cloud.
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The Transcript
Question: What do you think of memory prices?

Alphabet Chief Technologist: "That's been on my list of worries in certain weeks, as well. Very exciting times especially, as you know, the split between DRAM and HBM"

$GOOG $GOOGL
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Brady Long
Non technical founders looking at their CTO after they vibecoded a swanky new landing page. https://t.co/saNPAo4baS
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Dimitry Nakhla | Babylon Capital®
Cash From Operating Activities — $AMZN $META $GOOGL $MSFT 💰

$AMZN: +27.7% CAGR
$META: +27.3% CAGR
$GOOGL: +20.0% CAGR
$MSFT: +18.0% CAGR https://t.co/j08FJnq7qO
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Benjamin Hernandez😎
RT @HayesStocks: 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
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Moon Dev
Why Opus 4.6 Is The Final Boss Of Algorithmic Trading (Full Bot Build)

the day of the human trader is officially over and most people are still staring at charts like it is 1995. wall street is terrified because the barrier to entry just got deleted by a piece of software that can outthink a stanford graduate in seconds. they want you to believe that you need a multi million dollar education to compete with the big banks. they want you to stay stuck in the cycle of emotional trading and leverage because that is how they pay for their hamptons houses. but there is a specific reason why every retail trader is about to become obsolete unless they pivot right now. i am going to show you exactly why your current strategy is a mathematical death trap and how a single jump in technology just changed the game forever

every time you sit down at your computer to draw lines on a chart you are entering a gunfight with a toothpick. the institutions have been using high frequency algorithms for decades while you are trying to guess which way the candle is going to move based on a feeling in your gut. it is not a fair fight and it was never intended to be. last year we were looking at models that could barely handle basic logic but now the intelligence has scaled to a point where the machines are finding edges we did not even know existed. there is a ghost in the machine that is pulling out strategies with sharp ratios so high they look like typos. if you do not understand how to harness this power you are essentially donating your capital to the people who already have too much of it

i spent hundreds of thousands of dollars on developers because i was too scared to learn how to code myself. i thought that being the idea guy was enough and that i could just hire people from upwork to build my dreams. i got rinsed for years paying for apps and bots that did not work because i did not have my hands on the wheel. it took losing a massive amount of money through liquidations and over trading to realize that nobody was coming to save me. i had to become the person who could build the systems or i was going to be another statistic in the graveyard of traders who thought they were smarter than the math. once i finally sat down and forced myself to understand the syntax everything shifted and the world became a giant playground of data

the truth is that code is the great equalizer because it does not care where you came from or what school you went to. i got held back in seventh grade and my teacher told me i would not make it around here. that kind of talk is meant to keep you in your place but the computer does not have a bias. if you can write the logic the system will execute it exactly as told regardless of your background. we are living in a time where a kid in a basement can build a system that rivals a hedge fund because the big tech companies are subsidizing our intelligence. they are spending hundreds of billions of dollars on infrastructure and we are the ones who get to reap the rewards of their competition

most people fail in this game because they fall in love with a single idea and refuse to let it go even when it is burning their account to the ground. they spend months or years trying to make one indicator work when the data clearly shows it is trash. you have to drop the ego and realize that your intuition is probably your biggest liability. the secret to winning is iterating to success by testing a hundred ideas until you find the one that actually sticks. i call it the rbi system which stands for research backtest and implement. if you skip any of these steps you are just gambling with extra steps and the house always wins in the end

research is where most traders get lazy because they just want a magic bot that prints money while they sleep. they go to youtube and find some guy promising a ninety percent win rate with a rsi crossover. that is not research that is falling for marketing fluff designed to sell you a dream. real research happens w[...]