Alon Lemel

This is incredible. Artificial intelligence getting booed out of the stadium in any commencement speech it’s mentioned. Maybe telling college students AI was taking their jobs wasn’t the best strategy. Must watch —>

🚨 Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M Last quarter he held a $747M bullish call on Intel. THIS QUARTER IT IS A PUT. He also cut his CoreWeave call from $774M down to $141M FULL EXITS: Lumentum, Coherent, Tower Semiconductor, Cipher Mining, Hut 8 What he kept and added: The bitcoin miners turning themselves into AI data centers. Applied Digital, Bitfarms, CleanSpark, IREN, Riot. Plus a brand new stake in Hive Digital. The thesis writes itself. Long the companies pouring the concrete for the data centers. Short the chips going inside them. The man who wrote the manifesto on AGI just bet against the semiconductors building it. We’ve been in this game for a very long time, and when we make a new move, we’ll share it here. Turn on notifications so you don’t miss the signal. This is VERY important. Many people will regret not following us.

BILL GATES

"Amazon employees are doing random unnecessary task automations to consume tokens and to show their bosses that they're using AI more," per FT

איזה טרלול..אנשים מוכנים לשלם ריבית של 8,726% על חוזי "טרום IPO" של אנתרופיק! זה קורה בזירת המסחר Hyperliquid. והלונגים שם משלמים כמו מטורפים רק כדי להחזיק את הפוזיציה הזו. מדהים איך הכל זולג לקריפטו עוד לפני שיש בכלל מניות רגילות.

Everything has flipped: dealer gamma has gone from record low to near record high (Goldman)