@DavidBCollum @edzitron He's right, but timing is notoriously difficult
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MercX4
3.9K posts
Here is a fleshed out hammering of AI by @edzitron and winning my heart when he said, "We as a society have lost our grip on fundamentals....a market that is pumped up by scammers.”
youtube.com/watch?v=_nbURW…
YouTube
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Another early Claude Mythos output 🧡
One of the most impressive Minecraft clones I have ever seen from a model.
Everything from the graphics to the mechanics is implemented with a lot of attention to detail.
I also asked it to implement Multiplayer and it did with no issues.
Lentils@Lentils80
Seeing as Claude Mythos is releasing soon, I have two VERY astonishing outputs to share from it. 👀 ZERO-SHOT and LOW effort as well! These are the best outputs I've seen for this prompt ever since the October 2025 Gemini A/B models.
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BREAKING: US officials have had talks about having government acquire shares in AI giants, per NOTUS
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@SimonDixonTwitt These delusional people are telling themselves sugarcoated stories to justify their positions (intellectually and financially). I've learned it's much better to be brutally honest and cut your losses before you are forced to do so out of sheer necessity or panic
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I feel like we are reliving 2021 again, but this time with Wall Street.
I guess we are doing this again.
Peek Bitcoin in self custody time.
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18 weeks since the gold blow-off, gold is going through a normal rebasing period. Speculative interest moved on 12-18 weeks ago.
But this is remains a secular bull market, so we're looking at reaccumulation of long positions from underweight to overweight over the coming 4 months. The bull goes again in 2027.
Bob Loukas 🗽@BobLoukas
40 months into the Gold bull market, a mid-cycle pause and consolidation is likely developing. 48 months marks the midpoint which is towards the Nov window. Lot of confluence in that area across many asset classes.
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@HodlMagoo @JoeCarlasare imagine being so preoccupied with old tired BTC you've missed out on this generational AI trade
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If you want to blame anyone, blame @JoeCarlasare.
Joe Carlasare@JoeCarlasare
Bitcoin is going to ATHs in 2026 while the majority of the market is positioned bearish. Beautiful. 🔥
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Benchmarks for Claude Opus 4.8 are a LITTLE disappointing to say the least.
It's slightly better than Opus 4.7 😂
Did you expect this or something more potent?
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@BjarturTomas Instead of withering away, he should prepare for the Butlerian Jihad and become one of these
GIF
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Mathematician reacts to OpenAI's recent proof:
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@MemoryReboot_ hopefully with better tool calling abilities than 3.6
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Do people want to see new G2 drone videos shot today (5-20)?
$TE
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@SpursCulture @brhoops Fuck I wish I was a 6’6 athletic hooper with dreads. Harper so sexy and so much aura to be 6’6 ,handsome, athletic, Black, with full hairline, dreads, swagger, charisma, nice voice, and that masculine confidence that black guys are known for. Instead I’m a 6 foot black nerd
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17-year-old Dylan Harper guarding Steph Curry
"Steph ain't score on me one time, I should be in the league. Defensive stopper."
(Via: @brhoops)
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@oppocostime @accounting_ds buy and hold when you have conviction in a play is the only way. trying to get cute and trade in and out usually leads to tears
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@accounting_ds In November you wrote a giant essay saying how $TE could 10x from its price. Now you’ve sold, it’s gone 2x and now it’s “meme” territory. All over the shop here pal.
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Genuinely no hate to talking heads like this dude but he is just shameless pumping a stock that no one knows if Leopold still owns
$TE is a great story but this is hitting “meme” levels of pump, Blue skies PT is $25, FV is $17 from my own SOTP model
Know your levels🫡
Shay Boloor@StockSavvyShay
$TE sits directly in the power bottleneck behind the AI buildout. Its stringer machines connect 70+ solar cells per minute into the electrical core of high-performance solar modules with materials and manufacturing capacity anchored in the U.S.
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@ratiocapital_ @Thelastgoodbet @TheStoicCapital @leopoldasch Right, people are not putting together how this game is played and how it all works.
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@pennycheck @leopoldasch TE is such a small percentage of the total portfolio now it doesn’t really scream as much conviction as some other holdings.
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@SimonDixonTwitt @BullTheoryio @grok This is so silly. Yes, they cannot stop a bitcoin tx, however that bitcoin will be traced and blacklisted
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@BullTheoryio Are all these claims true and what is the source @grok
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BREAKING: Iran just launched “Hormuz Safe” - a maritime insurance platform for ships crossing the Strait of Hormuz.
An Iranian platform called “Hormuz Safe” has officially begun offering insurance services for maritime cargo passing through the Strait of Hormuz and payments are settled via Bitcoin.
Iran’s Economy Ministry has reportedly been working since April to put parts of Strait of Hormuz shipping operations under a new insurance based control system.
Officials involved in the project estimate that the initiative could eventually generate more than $10 billion in revenue for the country.
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@alexocheema or just wait for the m5 ultra mac studio. Sure, it might until the fall, but will be the cheaper option
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If you’re considering dropping 20k on a 512GB M3 Ultra Mac Studio o eBay, consider 4 x M5 Max MacBooks with 6 TB5 cables instead.
Same price with 3x memory bandwidth, 9x FLOPS with all-to-all RDMA.
Alex Cheema@alexocheema
M3 Ultra mac studio has 512GB @ 819GB/s, 26 TFLOPS (fp16). MacBook cluster has 512GB @ 2456GB/s, 240 TFLOPS (fp16). Procurement is solvable, just had a customer buy 42 x 128GB M5 Max MacBooks, shipped immediately. Thermals are fine - we tested running LLMs continuously for 8 hours with no performance loss.
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@MichaelPBento nothing matters until Friday Opex when all the gamma rolls off
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Tomorrow morning is retail sales and weekly jobless claims. Can you imagine the smell in here if retail sales miss with a negative number, jobless claims come in hot, and SPY drops to 730.
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@KingKong9888 Why can't you just say Jimmy Lai? What's the big deal?
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They took Mr. J to the hospital.
Eric Yeung 👍🚀🌕@KingKong9888
I just saw a big convoy with flashing lights escorting a VIP (potentially Mr. J) from the place where he is kept out to downtown. This might be related to the Trump meeting happening right now. That’s all I can say. This is not normal — I’ve never seen them so tense before, with so many vehicles. I was/am driving.
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