C 3POV

@8teAPi It's also interesting to see that he's a super nerd and has almost zero charisma typical of post-founder operators.

I finally get Jensen. 1) he sees the model companies as replaceable, if one dies, another one springs up, and especially as Chinese talent flows from US AI labs to China and back. 2) He sees Nvidia as currently irreplaceable BUT given market access Huawei will catch up 3) Export controls on Nvidia sets it up to lose eventually as Huawei uses its dominance in the second largest market to fund R&D 4) He sees the only place China has a commanding advantage is energy, which is why he’s pushing so hard for US energy expansion. Looked at this way, providing China access to Nvidia chips lets them instantly catch up on models, but slows down their development on chips. At that point it becomes a race to expand energy production as quickly as possible, while the US can maintain its upper hand in chips. Conversely, the Dwarkesh view is that America has already lost or will lose on energy production. Dwarkesh also believes that the models are essentially commodities (which is why export controls on chips are the pressure point). Dwarkesh also believes that allowing China the ability to build and run current generation models on Nvidia hardware may allow them to increase their speed of chip development to beat Nvidia. Jensen believes Nvidia will also use the same tools or better ones to improve itself so he can stay ahead. Essentially US AI dominance, in Jensen’s view is built on Nvidia’s chip dominance, not the AI model company innovations alone. Export controls give away that dominance.

@gmekan007 @Alqrran_ This is not at all true.

@Alqrran_ Sen kendin düzgün, temiz yaşarsan erkek seni bulur. Erkek aramana gerek kalmayacak

🚨🚨 فيه بنت في تركيا تشتكي من قلة الرجال في تركيا وتقول : “أقول لأمي، ما عندها أحد تعرفه. وأقول لأبوي: دور لي من شغلك، يقول ما فيه. وأقول لخالاتي وعماتي، بس ما ينفع لأن أهلي أصلاً كلهم أقارب ويعرفون بعض. كل جمعة أروح BİM وما أقابل أحد..واشتريت 15 تذكرة حفلات ومسرح، ولا واحد جاني وقال: يا زينك خلينا نتعرف. وبسبب إننا نشوف إن ما فيه صداقة بين بنت وولد، حتى صديقاتي ما عندهم أصدقاء شباب أصلاً. باختصار… في أنقرة تركيا على الرجال ”

@AlpacaAurelius If this was true, every single woman married to a fat fuck would have morning sickness. Not true.

men, you need to be at your peak health before getting your woman pregnant - her morning sickness is tied to your sperm health - the gender of the baby is tied to your stress - her placenta is built from your DNA - frequent marijuana usage DOUBLES miscarriage risk your health determines how well your woman's pregnancy goes AND how healthy your baby is she's going to carry a baby for 9 months you can spend at least 9 months before hand getting healthy

@Buncahn @rickjeff78 in 1 month, major food supply issues (fertilizer, for example).

@rickjeff78 incorrect; we had the covid moment already. we are now in the after part where we've recovered a good chunk of the move down.

This is all a mirror image of the Covid market. It's uncanny. Rational people saw a virus that was going to do stop the world's economy. Those who towed Party line were handwaving it away as no big deal. Rational people see an impossible to solve oil math problem. Party line towers are burying their heads in the sand.

@VikingoDigital_ @HyperliquidX NOT NATIVE BECAUSE NO ONE IS IPOing ON HYPEREVM THIS IS ON CHAIN CFDS GET UR TERMINOLOGY RIGHT NIGGA

OFFICIAL: Spot equities arrives on HyperEVM Imagine holding stocks, gold or bonds directly on-chain, not as synthetic exposure, but as native spot assets. That is now possible on Hyperliquid and is the next revolution for HyperEVM. Imagine being able to borrow against them on @hyperlendx or @felixprotocol Now imagine users allocating those tokenized assets into pools across protocols like @prjx_hl, @NestExchange or @HybraFinance. Now imagine running delta-neutral strategies combining trading positions on @Markets_xyz with liquidity pools. This is a major leap forward for HyperEVM and Hyperliquid. You can now access: · Crypto: spot + futures + defi · TradFi: spot + futures + defi Huge credit to @Meltfinance for this contribution to the Hyperliquid ecosystem. The House of All Finance. Hyperliquid.

@dontbsalti Ah ok I see. You can't take payouts in the SFA: purdia.com/knowledgebase/… gay.

@dontbsalti I was talking about the instant funding.

Account balance is now $803.86 ~2.65x starting balance in 2 trading days. trading 1-2 MNQ, so the +$500 profit from 2 days is now withdrawable. meanwhile, yall have to jump thru hoops to meet the payout requirements for these prop firms, firing in like $1500-2000 worth of evals to ** hopefully ** make a 10k payout. Sizing down makes the lots easier to let go of, and forces you to focus on higher R trades, with proper repetition this is a scalable skill.

@dontbsalti why. Let's use your $300 deposit as an example. Assume it gives you $1500 in drawdown. Purdia only limit is a specific profit target and minimum trading days. It seems good to me for the purposes of leverage.

@3povC Straight to fun it is the worst

@MikeBellafiore @SperoTrades how much does he make

You can’t miss the best trades. Period. Full stop. And as a trader, you don’t have time to be an analyst. Traders need to trade. And wouldn’t it be awesome to cut your AM prep time? Do you want to learn how a pro SMB trader, @SperoTrades, uses AI to ensure he doesn’t miss the best trades? In this video, you will learn how to automate an AM prep system using AI. The core lesson is how to build an "AI Trading Assistant" using Claude to build an actionable dashboard before the opening bell. Here is what you will learn: 1. The Strategy: Stock Selection Traders often spend over an hour every morning manually scanning emails and newsletters, creating a "bottleneck" where daily stock selection occurs too late for the market open [00:00]. You will learn how to solve this by creating an automated workflow that extracts: Macro Tone & Snapshots: Summarizing the Fed stance, geopolitical developments, and overnight sentiment [01:02]. Structured Economic Calendars: Prioritizing data releases by their potential to create volatility [01:45]. Earnings & Top Movers: Identifying Stocks In Play with clear catalysts like upgrades, downgrades, or guidance shifts [02:45]. Sector Themes: Recognizing broader narratives (e.g., AI infrastructure spending) that connect multiple tickers [03:30]. 2. Building your stock list with zero coding Even with zero coding background, you can learn the step-by-step process to build this system yourself [00:43]: Connecting Data Sources: Linking Claude to your Gmail to automatically scan professional research emails [08:34]. Framework Prompting: Defining a clear structure so the AI prioritizes the specific information traders care about most [09:12]. Dashboard Creation: Transforming raw text into a clean, "dark theme" HTML dashboard that is easy to scan in minutes [13:39]. Unattended Automation: Scheduling the workflow to run every weekday morning at 8:00 a.m. so your research is ready by 8:30 a.m. [15:30]. 3. The Professional Shift The most important takeaway is the shift in mindset from being a "researcher" to being a "trader." By automating AM prep, you gain the same infrastructure advantage used by billion-dollar hedge funds [17:10]. This allows you to spend your mental capital on decision-making and execution rather than data entry. It lets traders be traders. It let’s you trade at your best. The Bottom Line: Strive to be the very best trader you can be; and that begins with building a process that scales. By leveraging these tools, you can ensure you never miss a big trade again and enter every trading day with professional-level preparation. #proptrading #proptrader #trader #AI I Automated My Pre-Market Research With AI (Here's How) youtu.be/sh5h0GJzjNk?si… via @YouTube

@LynAldenContact still can't tell what you are. it's important to me.

The fact that we have a gay chad treasury secretary is pretty funny. Put in place by a Republican. Literally nobody cares about his personal stuff. Lives in a rich pink house. Fights people too often. Finance expert. We’re like, “bro, are you going to get interest rates down?”

@davidim excuse me, I have gray hair wtf is a ABG

Introducing ABG CMO. If your CMO isn’t an ABG, you’re already losing Try now at abgcmo.com

@Xking332 They could just... come to an agreement.

Dubai is collapsing. Things are worse than they were before the ceasefire. UAE leaders are still pressuring America for a ground invasion of Iran. They believe the only solution is a total regime change. Their deputy prime minister says anything less than that is a threat to the world. America deployed another 4400 soldiers to Dubai yesterday. If the second round of talks doesn't go well, we could see things escalate. 450 hotels shut down in Dubai last week. The cash flow has dried up. Tomorrow their most iconic hotel Burj Al Arab is closing for 18 months. Tourism is struggling. If this collapse keeps going at this rate, the UAE will most likely abandon their zero tax economic model. This is Dubai's worst phase ever.

@Palsvig You wouldn't have this problem if you didn't believe in a man god. If that man can be a god, then other men can be god. Stop idolatry.

The Christian faith have been exchanged with Hollocaustianism:

@Crowded_Mkt_Rpt @MercuriusFilius The only way to hire someone is if they tell you to fuck off.

@MercuriusFilius Id tell them if this is how they decide to hire someone, they should fuk off. but this is a well known statistics problem often refered to as the lets make a deal problem. you switch.

How would you answer this common Goldman Sachs interview question?

@trvsrdrgz2 only stupid retards don't realize that markets move directionally on low volume. High volume + direction is rare. Go look at every chart since 2008

Look at the VOLUME 😆 Barely any volume at highs on the $SPY Even the RSI is bearishly diverged The Rug is gonna be insane

@dimitrilascaris I take you did zero research into past oil shocks and war drums.

The world is one bomb away from a global economic crisis and the stock market hits a new record high. This giant casino is run by hucksters, con-men and insider traders. It no longer bears any relationship to the real economy.

@investingidiocy Funny thing is... Bridgewater has an AI fund in the top 25 where they are explicitly using LLMs.

None of these AI slop startups seem to be run by finance people, they are run by LLM people who don't understand that hedge funds don't just run pattern recognition on candlesticks, and don't appreciate the instability of distributions in financial data. This xkcd is still true

@TheShortBear @TedHZhang I love this app

Funny thing is you were right about h the e market conditions starting in October. I think the lesson here overall is it often takes an adverse move where news shifts from good to worst possible in order to finally have all players out and a free flowing market again. As the saying goes it’s not the news that count but the reaction. The common pattern here being people starting long when good news, even great and buying more, doubling down as the good news continues. Yet the market keeps going lower, only for them to panic out as the news turns from bad to worse. A very tricky mental loop we have to go through as traders. Markets often need that release to turn. It can come from a drawdown but can also come through news or sentiment.

I. Was. So. Wrong. But we adjust and get in-line with the markets, not opinions.

Intel $100 coming after this earnings call. Last quarter I was obliterated. Nearly wiped out. I watched my P&L bleed in after-hours like a man watching his house burn. Everyone said I was finished. They thought I’d never touch INTC again. They thought the story was over.. But right when I’m out, they pull me back in… This is my redemption. Every hero’s story demands death before the resurrection. My ego was destroyed, my hope, my will was crushed… but I kept fighting. I’m not a good trader, or a good investor... but the gods simply favor me. Divine intervention doesn’t come to those without courage, it comes to the man who sizes up when the world tells him to fold. Pat walked so Lip-Bu could run. The foundry narrative is turning. The street is offside. And I’ve seen this movie before, except this time, I’m not the one who loses. See you in Valhalla.