HuckleBerry

7.3K posts

HuckleBerry banner
HuckleBerry

HuckleBerry

@HuckleBerry_005

I'm your Huckleberry for Average Joe ideas — from politics to trading to real-world talk. Free newsletter sign up in the link below.

USA Se unió Mart 2023
181 Siguiendo2.3K Seguidores
unusual_whales
unusual_whales@unusual_whales·
38% of Americans believe the U.S. will not remain a single country 250 years from now, while 62% believe it will, per Reuters
English
213
96
2.2K
271.4K
HuckleBerry retuiteado
Cole
Cole@StockOptionCole·
$MU has full advantage of the Memory management $MU to $2,000
English
17
20
291
23.3K
HuckleBerry
HuckleBerry@HuckleBerry_005·
$NOK might be another one to keep an eye on.
English
0
0
0
121
HuckleBerry
HuckleBerry@HuckleBerry_005·
$NXDR $2 stock that could be the next golden ticket. 🎫
English
1
0
1
169
HuckleBerry
HuckleBerry@HuckleBerry_005·
$PYPL is trading at the same price it was in 2016. But the business today is unrecognizable. Way bigger, way more profitable, throwing off way more cash. Look at the numbers. 2016: - Revenue: $10.8B - Net Income: $1.4B - Free Cash Flow: $2.5B - Active accounts: 197 million - Payment volume: $354B 2025: - Revenue: $33.2B (+207%) - Net Income: $5.2B (+271%) - Free Cash Flow: $5.6B (+124%) - Active accounts: 439 million (+123%) - Payment volume: $1.79 trillion Same stock price. 3x the revenue. Nearly 4x the profit. Over 2x the users. Massively bigger scale. The valuation is where it gets crazy. 2016: ~30x P/E, ~5% FCF yield. Today: ~8x P/E, ~15% FCF yield. PayPal also bought back ~28% of its shares since 2016 (every remaining share now owns more of the business) and just started paying a dividend. Fundamentals have never been stronger.
English
0
0
0
93
HuckleBerry retuiteado
Alex Finn
Alex Finn@AlexFinn·
I can't believe this is real I have GLM 5.2 running 100% locally on my Mac Studio. 2 bit quant. The results I'm getting are better than Opus 4.8 It's now powering my Hermes Agent and Codex. 100% free, local, private super intelligence on my desk I also have it in a loop coding for me 24/7 now I thought we were at least a year away from this type of event. It happened today. The model takes up about 250gb of memory. So you can technically run it on a Mac Studio with 256gb, but you probably want the 512gb memory version (please tell me you listened to me 5 months ago when these were sitting on store shelves) With Fable gone, I now have Opus 4.8 level intelligence on my desk for free. This is the future. Local, private, secure, personal super intelligence. If you're still writing off local AI as a fad or engagement bait, you are officially delusional
English
518
466
5.5K
573.6K
HuckleBerry retuiteado
Clint Awana
Clint Awana@clintoptions·
$NOK is still a great buy. $NVDA has invested $1B. The CEO is from $INTC, and Anduril's Sentry Towers rely on its 5G.
Clint Awana tweet media
English
8
8
38
7.3K
HuckleBerry retuiteado
shmidt
shmidt@shmidtqq·
A guy got tired of renting intelligence from the cloud, so he put a 120-billion-parameter model in his closet for $0 a month. One mini PC. The Minisforum MS-S1 MAX. 128GB of unified memory, and a trick that hands 96GB of it straight to the GPU. Here's how it breaks: That 96GB is the whole game. Enough to run GPT-OSS-120B fully local, and still keep the agent and dashboard on the same box. 120 billion parameters. 56.6 tokens a second. A 5,000-word essay in one pass at 110W and 68°C. Quiet. Cool. Local. Then Hermes Agent goes on top, pointed at localhost. No API key, because there's nothing to phone home to. It drafts, researches, runs tool calls, manages sub-agents. None of it leaves the network. The cloud version cost $10 to $20 a day, keys and customer data routed through machines he didn't own. Now it's a box in a closet. $0 a month. The chip is real. The build is brilliant. And somewhere in the first few minutes, the AI stopped being a bill he paid every morning and became a machine he owns, humming in a closet, working for free.
NO1ennn@N01ennn

x.com/i/article/2067…

English
75
67
719
240K
HuckleBerry
HuckleBerry@HuckleBerry_005·
JUST IN: $180,000,000 worth of crypto longs liquidated in the past 60 minutes. Better check on your friends. bitcoin:native ethereum:native $IBIT
English
0
0
0
37
HuckleBerry
HuckleBerry@HuckleBerry_005·
Energy services (SLB-type names) are the one group I'd actually watch for a contrarian bounce: Everything energy-related got sold hard on the Iran deal, but oilfield services specifically trade on capex commitments, not spot price headlines. If $WTI stabilizes in the $75 range rather than continuing to fall, services names that got dragged down with E&Ps on the news (even though their backlogs didn't change) could be the most mispriced part of the selloff. ⚠️ These are just my own observations, not financial advice — work through your own risk tolerance and position sizing before acting on any of it.
English
0
0
0
41
HuckleBerry
HuckleBerry@HuckleBerry_005·
Watch the PCE print (Thu June 25) more than anyone is currently talking about: Everyone's focused on $MU and bank stress tests, but the PCE/GDP combo on Thursday could matter more for the whole market's direction than any single earnings report. Warsh's Fed already signaled a more hawkish tilt than expected (9 of 18 officials now project a hike this year). A hot PCE print into that backdrop could hit growth/tech harder than people are currently positioned for, since SP500 and Nasdaq100 longs are both sitting at crowded 50% long levels. ⚠️ These are just my own observations, not financial advice — work through your own risk tolerance and position sizing before acting on any of it.
English
1
0
0
78
HuckleBerry
HuckleBerry@HuckleBerry_005·
Crowded long positioning is a two-way risk, not just a bearish one: bitcoin:native , hyperliquid:native , ethereum:native , SP500, and NVDA are all sitting at 50% long — heavily one-sided. That's often read as purely bearish (crowded trade = vulnerable to unwind), but it can also mean dips get bought aggressively by sidelined capital wanting in. I wouldn't treat "everyone's long" as an automatic short signal — it's more like added volatility risk in both directions around news. ⚠️ These are just my own observations, not financial advice — work through your own risk tolerance and position sizing before acting on any of it.
English
0
0
0
28