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Cami

@CamiOnChain

Inscrit le Nisan 2025
926 Abonnements192 Abonnés
SİYAH SANCAK
SİYAH SANCAK@siyahsancakx·
⚫️ Cumhurbaşkanı Erdoğan ve NATO Genel Sekreteri Rutte, Macron’u karşıladı. ➖Macron’un güneş gözlüğünü asla çıkarmaması dünya basınına konu oldu.
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Wayne Liang
Wayne Liang@wliang·
KOSPI doing KOSPI things. People are calling the KOSPI selloff a rotation. What exactly are they rotating into lol Foreigners have sold Korean stocks for 13 sessions straight, almost all of it has been Samsung and SK Hynix. But half of that isn't rotating into anything. They're sitting on cash. Curious if it eventually rotates from Korea into the U.S market, or somewhere else entirely. Either way, when that money starts moving again, it'll be aggressive. Question is, what sector? My guess is it goes right back into AI, when they realize this "bubble" is far from popping.
Wayne Liang tweet media
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Cami
Cami@CamiOnChain·
@milkroaddaily This guy is the king of throwing spaghetti and just seeing what sticks. He’s right, but why platform him?
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Milk Road
Milk Road@milkroaddaily·
Raoul Pal: a chip ordering slowdown could be coming... "All the chips got ordered (great)." "They then got shipped... then we saw the Taiwan exports go up." Next comes building the data centers - "but they're only 30% of where they should be." So hyperscalers may slow new chip orders to fund construction instead. FT @RaoulGMI @goldmembrrr @Jamie1Coutts @RealVision.
Milk Road@milkroaddaily

Raoul Pal and Jordi Visser see the same future forming: The economy just shifted from "labor vs capital" to "compute vs energy" "The AI cycle is no longer about capital verse labor" and the new bottlenecks are chips and power. Shortages slow earnings "not because the demand is not there, because the demand is too big." That's sort of bananas. But that's where we are. FT @RaoulGMI @jvisserlabs @RealVision.

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Theo Sotiriou
Theo Sotiriou@TheoSotiriou·
so trump likes the stock market and he also knows the impact on US GDP/growth targets. Do you think this will push things lower, then slowly come up with another peace deal/mou/pinky promise in the next 2-3 weeks, just in time at the end of July when earnings start to push things even higher?
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Serenity
Serenity@aleabitoreddit·
Trump: Memorandum of Understanding with Iran “is over” “It’s a waste of time dealing with them,” Trump said at the NATO summit. Always an exciting time with markets.
Serenity tweet media
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illuminatibot
illuminatibot@iluminatibot·
Name a scam that's been around so long that we don't even realize it's a scam anymore.
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Polymarket
Polymarket@Polymarket·
JUST IN: Trump warns the U.S. could withdraw its troops from Europe over Greenland.
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Mike Solana
Mike Solana@micsolana·
you're not having a hard time buying a house because jeff bezos owns a yacht. you're having a hard time buying a house because you voted for people who hate you.
Mike Solana tweet media
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PeterTrades
PeterTrades@GpeterTrades·
$ABCL is holding up surprisingly well after that big move. The stock ran hard, and instead of completely giving it back, it’s been consolidating around this area. That’s usually what I want to see after a sharp move. Not straight up every day, not some crazy squeeze that dies in two sessions, but digestion. Let the stock build a new base and let people decide if this is just a short-term trade or the beginning of a bigger re-rating. And on the company side, they keep quietly adding serious people around the business. AbCellera appointed Dr. Lynn Seely to the Board of Directors as an independent director. She has experience developing medicines across endocrinology, oncology, and women’s health, which is interesting because it also comes at a time when ABCL635 results are should be coming soon. I’m not saying the board appointment means anything specific for ABCL635. But the timing is interesting. .
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Kosher
Kosher@koshercockney·
Hahaha holy shit Argentinian fan waves an Israeli flag toward the Egyptian Coach (who was waving the Islamist Palestine flag the other day) The coach is obviously pissed but can’t do anything so he takes his anger out on the nearest photographer Wow. 🇦🇷 🤝 🇮🇱
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Chief_Engineer
Chief_Engineer@ChiefEngineerCE·
Did you know... Complaints and dissatisfaction with foreign medical staff has never been so high? We do not have to accept it.
Chief_Engineer tweet media
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WillyG
WillyG@WillyGTrades·
@Polymarket This is what yall choose to investigate huh? Our government hates us..
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Polymarket
Polymarket@Polymarket·
JUST IN: New York City investigates city plumber who reportedly made over $465,000 in a year while allegedly operating two private companies.
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Arlo Gilbert
Arlo Gilbert@arlogilbert·
@DSA_Watch Man whose employment depends upon Platner running, encourages him not to quit the race and end his employment.
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DSA Watch
DSA Watch@DSA_Watch·
Graham Platner’s campaign strategist Morris Katz is recommending that Platner remain in the Maine Senate race
DSA Watch tweet media
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Jack Prescott
Jack Prescott@JackPrescottX·
MIAMI--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ: $PLTR ) announced today an enterprise expansion agreement with GNP Seguros (Grupo Nacional Provincial), the largest insurer in Mexico and part of the prominent Grupo BAL consortium. This alliance marks a milestone for Palantir, as GNP Seguros becomes Palantir’s first publicly announced commercial customer in Latin America. …. “Mexico's largest insurer leverages Palantir's AI platform to detect claims fraud, sharpen underwriting precision, process claims more effectively, and bring high-quality insurance coverage to people in Mexico.”
Jack Prescott tweet media
Gokarp@PLTRs_Palantir

Palantir Expands Its Presence in Mexico and Strengthens Its AI Offering in the Insurance Sector with GNP Seguros Palantir Technologies Inc. (NASDAQ: PLTR) announced today an enterprise expansion agreement with GNP Seguros (Grupo Nacional Provincial), the largest insurer in Mexico and part of the prominent Grupo BAL consortium. This alliance marks a milestone for Palantir, as GNP Seguros becomes Palantir’s first publicly announced commercial customer in Latin America. Palantir’s platforms are designed to help insurers improve customer service, augment the judgment of claims and underwriting professionals, and provide a scalable, secure, and governed foundation for enterprise AI. GNP Seguros has used Palantir’s Foundry and Artificial Intelligence Platform (AIP) in targeted deployments to detect claims fraud, monitor risk, and improve underwriting. As GNP Seguros scales these capabilities across its health, life, auto, and damage insurance portfolios, Foundry and AIP will unify claims, underwriting, operations, and risk data into a single operational foundation. This enables teams to identify anomalous claims patterns, flag potential fraud before payments are made, surface risk insights faster, and test underwriting changes in near real time while maintaining human oversight, traceability, and governance. “GNP Seguros is one of Mexico’s most important institutions, and we are proud to see Palantir’s technology become a core foundation for its continued innovation,” said Eduardo Esteve, Vice President for Latin America, Palantir Technologies. “With Foundry and AIP, GNP Seguros is applying AI-driven decision-making and agentic operations across its business, helping its teams serve millions of people across Mexico more efficiently with the high-quality coverage they deserve.” Palantir’s value proposition lies in the fact that this technological acceleration is carried out while always preserving human judgment, model explainability, data traceability, and strict governance. Enrique Ibarra, Director of Information and Transformation (CITO) of GNP Seguros, commented: "At GNP Seguros, we maintain an ongoing commitment to digital evolution and operational excellence. Being a benchmark for the industry requires us to anticipate the future, partnering with the world’s leading providers to leverage cutting-edge technologies. The integration of advanced platforms, like Foundry and AIP, to unify our data and harness Artificial Intelligence is a natural step in our strategy. By accelerating the generation of critical insights and acting on them immediately, under a strict governance model, we reaffirm our ability to lead the market responsibly, adopting these state-of-the-art capabilities to innovate for the direct benefit of our customers, our sales forces, and Mexican families."

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cyberprince
cyberprince@cyberprince_rwo·
The easy money market opportunity is kinda tight at the moment. Nothing with massive conviction on short term or as a swing trade from here yet.
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Cami
Cami@CamiOnChain·
@Polymarket Mamdani’s team ran Platner’s campaign. He’s trying to distance himself.
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Polymarket
Polymarket@Polymarket·
BREAKING: NYC Mayor Mamdani calls for Graham Platner to drop out of the ME Senate race.
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