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« Between being happy and being successful, what do you choose? » Thay asked a business man. « - both! - If everything is important then nothing is important » Here is @thichnhathanh answer. « You can be victim of your success, but you can never be victim of your happiness.»

@TradableAstro @TSDR_Trading Big 70c today too

@TSDR_Trading These people disagree lol

$AXTI looks topped. Do not be a bagholder. Price pays!

War in the Middle East, tech CEOs bragging about how they’re going to send unemployment skyrocketing, and rate hikes back on the table. Fun stuff.

@cantonmeow Dont see them. Only see bears and doomers since days 🤣

I really think days like these are just to get the "things don't look that bad" crowd to stop telling you that things don't look that bad.

Yes there is a moron. But not Jerome Powell.

@Incomprehensio @clem_garin Il y en aura d’autres.

@MindfulDataPath @clem_garin Et Tariq Ramadan, MHD, Bill Cosby, Moah La Squale et P Diddy ❤️

En chasse ou en chiasse, du coup ?

Kobe Bryant: "Failure doesn't exist, it's a figment of your imagination" An interviewer asks: "Are you someone who loves to win or hates to lose?" Kobe responds: "I'm neither. I play to figure things out. I play to learn something. Because if you play with a fear of failure or you play with the will to win that supersedes fear, I think it's a weakness either way. If you play with fear of failing, you'll capitulate to that fear. If you play with the sense of 'I want to win, I want to win,' then you have the fear of what happens if you don't. But if you find common ground in the center, you're unfazed by either. That enables you to stay in the moment and not feel anything other than what's in front of you." The interviewer asks: "How did you become someone who doesn't seem afraid of failing?" Kobe responds: "What does failure mean? It doesn't exist. It's a figment of your imagination." He explains with an analogy: "Let's use happy endings. Everybody wants a happy ending, right? Snow White finds her prince and lives happily ever after. Well, I call BS on that because two months later, they had an argument and he's sleeping on the couch. The point is: the story continues. So if you fail on Monday, the only way it's a failure is if you decide to not progress from that. If I fail today, I'm going to learn something from that failure and try again on Tuesday. That's why failure doesn't exist." The interviewer asks: "If you finished your career without a championship, would you have looked at that as a failure?" Kobe: "No. I would look at it as being extremely disappointed, because I had a dream and goals I wanted to accomplish. If I didn't accomplish those goals, I'd have to ask myself why. Poor leadership? Failure to communicate with my teammates? Lack of preparation? Those would be reasons why I didn't win. So I'd have to analyze that. And as I evolved post-basketball into business, those same weaknesses would reveal themselves there too. If I don't learn from that, I'm going to struggle again." He concludes: "I can take those situations and learn from them and have them make me a better person later in life. But if I don't take that stuff and apply it someplace else, that's failing. The worst possible thing you can ever do is to stop. It's to not learn."

@DeItaone Calls or puts? @ruth_capital 🤣

TRUMP: THEY'RE GREAT NEGOTIATORS

Nothing suspicious here at all Just a little under a million in short dated out of the money calls, with crazy contract counts on $SPY

@DanielTNiles @jukan05 @zephyr_z9

This $GOOGL compression technique for KV cache, a main bottleneck for HBM during inference, should drive performance gains of up to 8x. LLMs should see this incorporated & benefits by mid-year while reducing memory capex needs relative to prior forecasts. research.google/blog/turboquan…

@ozymandiasRicky @ruth_capital @wallstengine enough talking to MAGA like you, i'm wasting my time.

@MindfulDataPath @ruth_capital @wallstengine Because what have they done for us really? Especially since we basically funded Europe post war. The spent years to providing funds for their own safety because the USA would do it( they admitted themselves) and most European hate Americans.

TRUMP ON TRUTH SOCIAL:

@ozymandiasRicky @ruth_capital @wallstengine To me, the topic is how you treat an historical ally with which you are doing a lot of business. Burning bridges and alienating your partners is not a smart strategy.

@MindfulDataPath @ruth_capital @wallstengine True description ngl. What has the EU done?

@ruth_capital @wallstengine Nothing new. Last year he talked about us like this:

@wallstengine starts a war and asks a defensive alliance for help the fuck

Look at the chart below. The red line shows how much downside people are preparing for, while the black line is what the market is actually doing. There’s a big gap. Because people are already hedged, there’s no real rush to sell stocks - which is why we’re not down more.

@TradableAstro Great thread. I like you clearly expose thesis backed by data. So many accounts just say "if SPX…then, if not…" without any rationale.

$SPY is sitting on major support, VIX just got rejected at $30 again, and someone dropped $21M in $QQQ calls. I've seen this exact setup before. It was right before a 10% rip. 🧵

@TradableAstro @KingOfInvestors

Everyone is modeling March 2025 ,support holds, bounces, then continues lower. But the candle structure tells a different story. Gap down. Capitulation wick. Next day lower but NO new lows. Then higher. That's not March 2025. That's April 2025. The actual bottom.

@TradableAstro @ripster47

@ripster47 Kudos for screenshotting the tippy top of the pumps lol

🚨Market Going Bonkers After hours 🚨 Silver , Gold, S&P , $QQQ All higher UPDATE: US negotiators are working on a one-month ceasefire with Iran, during which talks will be held over 15 items.

@Don7Spy @aakashgupta Im not expecting less from you Donny

@aakashgupta Looks like Short to me as soon as Options open on it 🤷🏻‍♂️

$1.75 trillion. That would make SpaceX the largest IPO in human history. And it might be underpriced. Saudi Aramco held that record. December 2019. $1.7 trillion valuation, $25.6 billion raised. It took the Saudi government guaranteeing $75 billion in annual dividends for five years, coercing wealthy families into buying shares, and offering citizens cheap bank loans to participate. They sold 1.5% on the Riyadh exchange after international investors balked. SpaceX wants to top that while raising double the capital: $50 billion. On the Nasdaq. No sovereign government backstopping demand. No guaranteed dividends. Just math. The math is staggering. Starlink hit 1 million subscribers in December 2022. 10 million in February 2026. 10x in three years for a business that requires manufacturing dishes, launching satellites, and building ground stations across 155 countries. AT&T took 76 years to reach 10 million landline customers. Starlink is adding 21,000 new users per day. At that rate, they’ll pass 20 million before the IPO prices in June. Run the revenue stack. Residential at $120/month. Maritime at $5,000/month. Aviation at $300,000/year per carrier. Starshield Pentagon contracts worth $3 billion. Starlink alone did over $10 billion in 2025 revenue. Analysts project $15 to $24 billion in 2026. That’s Netflix-tier revenue growing at triple Netflix’s rate, with 90% market share and zero meaningful competition in orbit. 65% of every active satellite above your head right now is a Starlink satellite. The constellation is larger than every other operator on Earth combined. SpaceX launched more rockets last year than every other country on the planet combined. They’ve turned orbital access into a marginal cost game nobody else can play. Then the xAI merger folded Grok, X, and a full AI research lab onto the same balance sheet. One ticker now contains the rocket monopoly, the dominant satellite telecom, the AI lab, and the platform you’re reading this on. Four trillion-dollar addressable markets packaged into a single offering. At $1.75 trillion on $15 billion in 2025 revenue, the sticker reads 115x. Sounds insane until you realize Starlink’s revenue is compounding at 80%+ annually with 90% market share in a category that didn’t exist five years ago. At that growth rate, the 115x becomes 30x on 2028 revenue. Amazon traded at 30x when AWS was at this stage of its curve. Bloomberg reports this is the first of three mega-IPOs this summer. SpaceX, OpenAI, and Anthropic, collectively asking public markets for north of $4 trillion in a single quarter. The real number to watch is $50 billion in primary capital. Musk has said it funds Starship flight rate, orbital data centers, and a lunar base. If even one of those bets connects, $1.75 trillion will look like the opening bid.

@TradableAstro @GoalZoneX @Sportsboomcom Pep is leaving i think. Rumors Maresca would be the coach.

@GoalZoneX @Sportsboomcom Barcola + Cherki might actually win city the treble again

🚨💣| BREAKING: Manchester City will look to make Paris Saint-Germain winger Bradley Barcola their superstar signing of the summer. [@Sportsboomcom]

@aleabitoreddit x.com/jukan05/status…

Google's TurboQuant... And it's effect on $SNDK, $MU, SK Hynix, and others: What it does: -> 6x reduction in KV cache memory footprint -> 8x Speedup on H100 GPUs It's a compression algorithm. Now... Will it beat down memory? -> Prob not. Implications might be bullish for $ARM and others though where you can run AI locally, rather than DRAM heavy DCs. However: ->This is basically DeepSeek round 3. You can make algorithms more efficient. But that doesn't replace either memory or GPUs. -> It could structurally (and slightly) reduce DRAM demand. -> think it's only been tested on small models so far like Gemma, Mistral, and Llama-3.1 (and paper's been out for a year) Also, markets conflated DRAM with NAND... this algo compresses the KV cache (DRAM). Doesn't do anything to NAND storage? Regardless: Algorithms will always get more efficient. People keep saying Jevons Paradox, which is true since this just scales use cases. Main thing to look out for is hyperscaper capex projections, not Google Algorithms that made things more efficient. Feels more like a narrative headwind than anything material to earnings.