simon
56 posts


Yet, had the democrats allowed JetBlue and Spirit to merge in 2024, a much stronger airline would have emerged, that was what the free market wanted. Democrats including the lunatic @SenWarren bragged about killing the proposed merger. Because of democrats 17,000 people are now without a job!!

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@zerohedge Waiting for Putin's "special operations" to go full war.
Also, Zelensky just took a crap on Trump's attempt to mitigate oil prices while he deals with Iran.
Ukraine is NOT an ally and never was. Just a place for US officials to steal US tax dollars.
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Russian Black Sea Town Plunged Into Environmental Catastrophe After 4th Drone Strike On Oil Complex zerohedge.com/geopolitical/r…
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@zerohedge Are liberals ok with Ukraine creating an environment disaster?
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@zerohedge These terrorist strikes against infrastructure are purely for the optics and media propaganda/consumption. They have no effect whatsoever on the battlefield situation. They are used to camouflage over the catastrophic situation Ukraine is experiencing on the battlefield.
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Breadth is a boomer metric. The moment passive funds crossed 50% of total equity AUM in 2019, the old rules died. Every bi-weekly 401k contribution is just a blind market order for whatever five mega-caps already dominate the index. They're misdiagnosing a passive flow mechanic as some kind of conscious AI obsession
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As Breadth Deteriorates, Goldman Partner Warns 'Market Is Overwhelmed By A Singular AI Narrative... Again' zerohedge.com/markets/breadt…
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REP. MARK ALFORD: James Comey is a very intelligent man. I would assume he knows what the term '86' means. I was a waiter for some time. When you 86 the order, you kill the order. When you 8647, that is tantamount to saying 'kill the president'
KEILAR: When you 86 an order, you get rid of the order, but you're not killing the food
ALFORD: It's the same principle
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@RYANHINGSHING @fReshhhh26 You're talking out of your ass. Just because you missed nvdas move.
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Evidence that CUDA’s moat is eroding is becoming obvious:
– $AMD hardware is catching up to $NVDA in inference performance
– ROCm’s update cycle is accelerating
– AMD is receiving large orders from CSPs
The result is very obvious(61% vs 13% in one month)

fin@fi56622380
@benitoz @polynoamial @sama @OpenAI Cuda moat eroded somewhat,if you ask amd engineer,they would confidently saying that Any sw moat is eroded with coding agent, Cuda is no exception
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@hanakoxbt Right and you post it here out of the goodness of your heart to share with the world lmao
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a Citadel intern told me something at a party he probably shouldn't have
it was on a rooftop in brooklyn. i mentioned i trade prediction markets. he got quiet for a second.
"we have a model for that. it scores every contract on four factors. when all four align we enter. when any breaks we exit. that's it"
i asked what the four factors are.
he looked around. then said it fast like he was confessing.
"cross-market divergence. disposition coefficient. capital velocity. pair network correlation"
I didn't know what half of that meant. but i memorized it.
went home. 11pm. opened Claude.
"here are four scoring factors from a quant fund. build a terminal that runs all four on prediction markets"
Claude asked one question: "Where's the data?"
I sent him one repo: github.com/warproxxx/poly…
86 million trades. every wallet. every entry. every outcome
three weeks later i'm sitting in my apartment watching a screen i barely understand print money.
the disposition meter alone changed everything. it measures how you exit - not how you enter.
top wallets capture 86% of winner value and cut losers at 12%.
everyone else captures 58% and holds losers to 41%.
same exact entries. the exits make it a completely different game.
capital velocity: 49x. every dollar gets recycled 49 times before the average trader recycles once.
the terminal found 42 pair correlations across 11 markets. when MSFT beats Q3 is priced at 80c but the model reads 93% - it enters. when the gap closes 2 hours later - it exits.
no opinions. no news. just four numbers that either align or don't.
his fund runs this with a floor of PhDs and $800M AUM.
my setup:
> Claude - $20/month
> VPS - $5/month
> poly_data repo - free
> Polymarket API - free
$25/month. no team. no office. no Bloomberg.
280 trades so far. 70% win rate. $800 seed.
four bots splitting the work:
pulse_alpha +$299.
arb_hunter +$558.
trend_rider +$337.
cal_engine +$719.
+$11,514 total.
copytrade here: @1743116" target="_blank" rel="nofollow noopener">kreo.app/@1743116
he texted me last week.
"delete everything i told you"
too late.
Hanako@hanakoxbt
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@jonkarl The tolls will be collected in US dollars. Iranian oil will be sold in US dollars. Huge boost to petrodollar. This brings Iran to Western table which over the long term away from Russia/China. And US will jointly control the Strait. Not a Trump fan but this long term is a win.
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This morning, I asked President Trump if he’s okay with the Iranians charging a toll for all ships that go through the Strait of Hormuz, he told me there may be a Joint US-Iran venture to charge tolls:
“We’re thinking of doing it as a joint venture. It’s a way of securing it — also securing it from lots of other people.”
“It’s a beautiful thing”
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The propaganda machine is out in full force, trying to rewrite history.
Here’s what actually happened:
Trump killed Iran’s leadership, deleted their Air Force and Navy, then gave them a deadline to capitulate, otherwise he would blast them to the Stone Age…
And they folded.
Under no circumstances did Trump lose in any capacity. Trump just wiped out Iran’s military capabilities, without putting boots on the ground, made them cry uncle, and forced them to stop sabotaging global oil markets, while they finish negotiating their surrender.
Trump just pulled off one of the greatest negotiation moves of all time, and the result should be a unanimously celebrated, regardless of what side of the aisle you are on.
However, the Left/MSM will take part in any level of metal gymnastics to avoid admitting this. They will lie, make excuses, and repeat talking points until they are blue in the face, but no matter how much they try to spin it, this is objectively a massive victory for Trump, and the world, and they know it.

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@Osinttechnical Isn't this right where we were before plus a 2 million dollar toll on the strait?
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Gavin Newsom's stewardship of California's economy has been so stellar that even Elon Musk admits he can't quit the Golden State, says @Matthew_Winkler (via @opinion) bloomberg.com/opinion/articl…
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@adriaticintexas @business @Matthew_Winkler @opinion How's don don doing running the country? Enjoying them high oil prices?
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Here we go with the gas lighting. Biden is “sharp as a tack”. Newson is an amazing financial wizard who is bankrupting the state, seeing an explosion of homelessness, seeing a net migration of citizens out of California, seeing businesses flee, diverting water from dry areas and not doing proper forest management…list is endless.
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@FDSportsbook But why can't he get the ball to one of the best wrs in the league?
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