Dr. Doom @pystudypy
Joined March 2018-
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@dee_bosa OK!!! But how much expertise do they have to build and maintain the infras for these open weights models? Obviously you do not want to use APIs from these chiness models.
No!!! Not at All!!!
Could China Crash The Entire AI Trade? capitalflowsresearch.com/p/could-china-…
Make inference great again!! $NVDA $AMD $ORCL $IREN $CIFR $NBIS
Neoclouds: The Kimi K3 Scare Kimi K3 caused a large scare in the AI trade as this Chinese open source model matched frontier models on benchmarks. Let me unpack what's actually going on. Chinese Labs have much less GPUs than American Labs and yet are able to train "just as
Short ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2
lighter partnership with robinhood seems massive
$MSTR did bottom in May 2022 and retest in Dec 2022!! Probably today is the bottom for $MSTR!! We may retest these 90 levels but we are at the bottom now!!!!!
$BTC is down. $MSTR is bleeding even more. Not surprising. MSTR is amplified Bitcoin. It outperforms Bitcoin on the way up, but it also bleeds harder on the way down. That volatility is not a bug. It is the product. It is exactly why MSTR is so liquid, so heavily traded, and
His response is very smart IMO!! He is indicating the $GME price would start going parabolic soon!!! If the price triples up from here probably his point is reached!
Here's the most contentious part of Ryan Cohen's CNBC Squawk Box interview about the GameStop-EBAY acquisition. This is a HEATED back and forth, uncommon for financial news. $GME Sorkin, at one point is in disbelief at RC's repetitive answering to his question.
Well not sure this could be the case specially after the codex!!! Its really good man!!!!
Alternative Data: A friend is a CEO of a SaaS company that tracks payments of SMEs to their vendors. For the first time this week, he saw net churn on OpenAI subscriptions.
So why dont you short the hell out of everythingggggg?????
When Gensler left the SEC in January 2025, Bitcoin was at 109k. Today Bitcoin is at 75k. One major reason the crypto markets have suffered is because market participants started to lose faith in the industry itself. After Gensler left, it essentially just opened the floodgates
Im sorry but unless you want to have your data goes to Chinese server, you will avoid using their APIs!!!
It's almost like I laid out the exact strategy DeepSeek would take to win the market.
ditto that!!!! $ORCL
Codex has won me over. Claude Code just burns massive amounts of tokens on simple things.
Buy $ORCL!!! Just try codex app and you see market is way way wrong!!!!!! @Globalflows
On days of good news for AI progress, $ORCL is down bc of its legacy software business; on days of bad news for AI compute capex, $ORCL is down bc of its aggressive data center investments.
@ramahluwalia Emergin markets over bought!!! Except Chiness Tech!!!
@ramahluwalia Codex app is really good though!!! Cant say Anthropic won the game already!! Claud is awesome... don't get me wrong!! But Codex is really good too!!! Not a zero-sum game!! They both would win in IMO!
Quantum issue is not as big as USD Fiat!! Don't complicate things!!!
@Globalflows $PURR ???
NEW: GRAYSCALE FILES FOR HYPE ETF TRACKING LARGEST ONCHAIN PERPS DEX HYPERLIQUID - THE BLOCK SOURCE: theblock.co/post/394566/gr…
You must compare it with 2022 during the beginning of the Russia-Ukraine War.
Bitcoin used to be the first risk asset to get nuked on geopolitical conflict: not any more, in fact it is outperforming gold since the start of the war. Regime shift?
Funny how my timeline was flooded with OpenClaw takes a few weeks ago, all from crypto bros!!! Now those same AI experts are suddenly geopolitical analysts deep in the Hormuz Strait and crude oil trade. Pick a lane. Or at least two.
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