Round Robin

@HunterAllen4 Done. They are TP

$OCC +17% Just tapped 16 a few minutes ago. Ramping up before earnings Keep eyes x fam

@HunterAllen4 And I still can't trade pre-market ,😭

@HunterAllen4 I've seen it like 45 minutes ago And now, it displays a +81% already !

@TW_trades_ It has to consolidate first to the level seen in April, before the FOMO

Anyone want to guess what happens next? $SIVE

@tsvtxt ACK

@EmmanuelSimond Pong

🏡 Looking for a few remote workers / builders to spend a month together in a villa in Sicily or Sardinia. I'm planning to rent a villa somewhere near the coast. Location still TBD, but I've already found a few solid options. The idea is simple: • 4-5 people max • Fast internet is non-negotiable • Private rooms • Work during the day • Dinners, beach, hikes, gym, random conversations after work • No party house, no startup-bro circus Estimated cost is around €800/month per person for accommodation. Food, flights, car rental, etc. would be separate. I'm a software engineer building SaaS products remotely and I've realized working alone from cafés all the time gets old. It would be nice to create a small group of interesting people who enjoy building things, working remotely, and occasionally touching grass. If you're a founder, developer, designer, marketer, freelancer, or just someone doing meaningful remote work, drop a comment or DM. Planning for 1 month initially. 🌊💻

@diapsalmata_0x Usually, as soon as they opt, if it's been up , they take the profit. Here, during this weekend, this accumulation will be taken as soon as NY opens. It's like this for months!

gonna wait for NY open to actually think about positioning on btc.

@PerseusLeGrand Oui volontiers, mais faut nous dire où c'est

Beaucoup ici veulent défendre le Beau, le Bien, le Vrai. Et il est de notre devoir d'agir, créer, aider. Des associations, des fondations, des maisons d’édition, des think tanks se battent chaque jour pour faire émerger une autre vision du monde. Ils ont besoin de visibilité, de soutien. Vous seriez prêts à les suivre et m'aider à les faire connaître ?

@theaveragegal__ A trap. Look at what's happening right now in Japan! They are all forced to liquidate!

Morning X Fam🌞☕️ What's gonna happen today?🤔🫣

@fundmyfund It's a trap. OBV is plunging, and they will scalp you just after market opens

$PDYN up on decent volume on this

@philz1337x @Chilka_ It does. It's like this old TVs used to work before using neural networks

@EmmanuelSimond @Chilka_ But that will not introduce new details

Crystal is now the largest image-upscaler API in the world I've increased the output limit to 1.5 gigapixels, which is 38K 😂

@Topsy_and_Tim @ParadisLabs But you're basically right. All those accounts primarily thinking about getting engagement before all, like an echo chamber, whatever the situation is.

@ParadisLabs No insults my guy. Genuinely surprised to see this level of positive conviction today all things considered. Maybe I’m off and perhaps I’m in an X algorithm feedback loop, and if that’s the case, I sincerely apologize for my pointed questions.

Stock Ratings [June 7th]: On current AI sector crash. Explanations below. Strong Buy: $GOOGL $MU $SNDK SK Hynix Buy: $AMZN $AEHR $AAOI $CIEN $COHR $CRDO $DELL $FN $FORM $GLW $JBL $LITE $MDB $MRVL $MSFT $NBIS $NOW $NVDA $RDDT $RKLB $SIVE Hold: $ARM $ASML $AVGO $AXTI $BE $META $MTSI $PLTR $SOFI Avoid: $CBRS $CRWV $ETH $HIMS $IBIT / $BTC $IREN $MELI $SNAP $TSLA $SPCX (SpaceX) IPO --- Thoughts: Strong Buy: GOOGL - $85B raise is dilutive but they actually have ROI on their capex. Tbh, they'll probably always be a Strong Buy for me. Just the cleanest AI ROI among all the megacaps. MU / SNDK / SK Hynix - If you're not bullish on memory, then idk for you. Buy: AMZN - Mainly for AWS reacceleration + Trainium. But some tension comparing AWS growth (+17%) vs Azure (+31%). Feel like custom silicon + distribution combo is durable even if growth rate lags a bit. AEHR - H2 ramp in WLBI/PLBI systems coming, anchored by "significant" follow-on Sonoma order from lead hyperscale customer. Just need to wait a bit esp. for rev to inflect. But AI ASIC burb in is mandatory as device power goes up. AAOI - Q3 capacity ramp (via facility expansion in Texas) toward 650k+ 800G/1.6T units/mth. Capacity coming online is the catalyst imo along w/ already known laser bottleneck + Made in US premiums. CIEN - Just a high quality biz that got pounded last week (-22%). Beat + raise earnings, but stock dropping this much is an overreaction. CEO even said demand is "structural, multi year and AI-driven" shown by AI-driven DCI being their fastest growing part of the order book as new long-haul routes get built for latency and bandwidth. COHR - upcoming CPO ramp (Nvidia spectrum-x) will speed things up, these prices will look cheap when we look back imo. CRDO - Personally bought a ton last week post-earnings drop. Like Ciena, v. high quality compounding hold through the whole AI supercycle. Crazy high margins. Obviously compete w/ Marvell/Broadcom on SerDes, but also need to factor in the 1.6T switch replacement cycle into late 2026. DELL - Trump effect. I've learnt my lesson and will listen to him next time. FN - v. low drama way to ride transceiver demand + iPronics sipho line for cpo. New datacom wins also extending into next FY, although some Nvidia conc. risks. Put them in Buy just to be generous as was unsure tbh. FORM - Important for HBM, adv packaging and CPO for higher yields. Foundry test intensity only set to increase w/ production. GLW - Lead glass core substrates which are an advanced packaging bottleneck. LTP w/ Nvidia to expand US optical manufacturing for AI infra too. JBL - Stock has done nothing for a month, but earnings coming up could be a nice catalyst for a push higher from their DC infra segment growing + outpacing drag from legacy mobility/ev exposure / margin mix. LITE - CPO ramp + Nvidia qualification like Coherent. MDB - AI is not replacing them. Imo they win vs. bolt on vector stores since their architecture is so simple. MRVL - going to $1T according to Jensen. Underlying business is solid though esp. w/ Celestial acquisition for photonics. SPY inclusion last week too is a big positive. MSFT - Current valuations are a joke tbh, markets probs punishing some margin compression. Rev +18%, Azure +40%, AI run rate +123%. So, v. clear enterprise monetisation path. Will be buying next week in retirement account. NBIS - Best neocloud by far. They're a $100B biz vs. ~$57B currently. Jensen: "Nebius will take care of you." NOW - AI is not replacing them. No enterprise CEO/CTO is dumb enough to offboard them at this point. NVDA - Same as Microsoft. Been buying this whole time, but am now even more confused at current cheap valuations. RDDT - AI is not replacing them. Cash printer. ARPUs improving also in legacy segments like international. RKLB - #2 in commercial launch after SpaceX + their IPO should re-rate the entire space comp set where RKLB is the main liquid proxy. Unbelievable earnings also, just executing so well rn. SIVE - everyone on X knows at this point? Hold: ARM - current valuation prices in flawless execution imo. But their IP is growing in DC CPUs e.g. Nvidia grace, AWS Graviton etc. ASML - Elon said yesterday: "ASML should be treasured and supported. It is arguably the greatest company in Europe." - I agree. Also Terafab fireside chat next week High-NA EUV is the next leg, locking in the roadmap through the decade. Could also be a "Buy" for more risk averse people. AVGO - CEO didn't raise >$100B FY27 target + flagged that Google will multi-source. Current AI mix is also diluting margins slightly. Just needed a pullback before the thesis starts working again. AXTI - InP substrate bottleneck, crucial for AI buildout rn. Could also buy rn, just a slow dca since they've run up a ton already + raise completed ($632M) to 2x InP capacity. BE - SOFC winner imo (Ceres 2nd). Don't think it's a buy just yet due to some valuation vs. profitability gaps. META - hold based on capital allocation mainly. Market seems wary of the ROI on their AI capex hence the continuous dips. Also potential raise to fund capex like Google too - once that digests, I'll personally look to buy. MTSI - Big fan of their investment into $IQE since it de-risks operations a lot, but just think COHR/LITE are better options for 800G/1.6T transition. PLTR - Relatively poor Risk:Reward at current multiples. SOFI - rate sensitivity. Loan book + credit performance carry macro risk which caps conviction rn. Some positives though w/ young + growing member base. Would need to look at credit trends + Fed path in June FOMC to re-assess. Avoid: CBRS - avoid at current prices. Would want it to come down closer to ~$40B mc before I look to dca. Would love to hold since they own genuinely unique tech. CRWV / IREN - Financing for both is a mess...debt/dilution. Nebius are just a better multi yr neocloud. HIMS - Forced out of higher margin GLP1s into lower margin braded GLPs from Novo/Lilly. Feel like their moat was to do w/ regulatory arbitrage on compounding. With that gone, it's a customer acquisition + churn biz buying branded drugs at lower margin. IBIT / BTC - Macro setup is hostile. Higher rates for longer (10Y ~4.54%, 30Y >5%) raise opportunity cost. Pure liquidity/risk appetite instrument + both are tight rn. ETH - same as bitcoin. MELI - personally a little confused - either a hold/avoid. Seeing some margin compression via their credit book growing faster than revenues. Talks of margin recovery next year, at which point the stock could re-rate. SNAP - Absolute worst social media app + CEO is a weirdo. Platform keeps losing share to Meta/Tiktok. TSLA - Huge competition from other EV makers shown by production > deliveries volumes. Humanoids will be their next key growth driver, just a little while away. SPCX (SpaceX) IPO: I never personally participate in IPOs + SpaceX specifically is way too overvalued for me. Will be going long eventually though. Rough ballpark would be ~$1.5T if it gets there post IPO. --- Just for very high level notes at current stock prices (NFA). I'm personally staying long despite the current macro backdrop, mainly in AI supercycle names e.g. memory, semis etc. But then you also have great companies at depressed prices, mainly in SaaS which I'm DCA'ing currently. I don't hold positions in all of these names. This is just a subset that overlaps my "Close Tracking" list + X's favourite names.

@philz1337x @Chilka_ The very same way it's been done for a decade already! bilinear/bicubic interpolation

@Chilka_ Yes, how could we do it without ai?

@1NORTHDOTXYZ @philz1337x They exist. The CCD didn't get them. We try to guess what has been lost

@philz1337x First we generated images. Now we're generating details that never existed.

@MichaelR_Quant @dayonefoundry @tonnoz Ha ha, the 1 million dollars question bro ;)

@dayonefoundry @tonnoz What should be done differently that keeps them from succeeding?

We need to talk about this: I've been living in Da Nang for 2 years now and met many indie hackers trying to make it The number of indie hackers I can name that have actually succeeded is 0

@alexjoo Where is the repo please

Experimented with Codex with a brand new ideal thought of at the gym this morning. Cognitive Bias Detector (ie: Bullshit Detector). alexanderjoo-max.github.io/isthiscap.com/ Paste messages, emails, etc., and it searches for 108 cognitive biases. Then tells you how full of shit the writer is 😅

@alexjoo I'll check yours later at the office (not on that small phone)

Built this in a day while procrastinating 😅 wobazi.com AI + Chinese astrology. Trying to catch the chinamaxxing trend — also surprised there weren’t prettier apps already. - Four Pillars - 12 Earthly Branches - Feng Shui (what to wear/direction to sleep for luck)