Definitely Not Stonks

2K posts

Definitely Not Stonks

Definitely Not Stonks

@DefNotStonks

Katılım Şubat 2018
137 Takip Edilen97 Takipçiler
Definitely Not Stonks
Definitely Not Stonks@DefNotStonks·
@TheShortBear Yes, Claude just feels better to use, but the recent downgrades in performance really mess with the image Anthropic built... non-stop messing with limits and degraded performance will probably impact the growth.
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THE SHORT BEAR
THE SHORT BEAR@TheShortBear·
Anthropic is taking the lead at incredible speed. In the end the font end experience they offer is simply better, they understood best what the customer wanted to feel and do when interacting with AI. The funniest part is this parabolic growth comes right as Codex 5.3 feels the best and Opus 4.6 feels nerfed.
THE SHORT BEAR tweet media
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unusual_whales
unusual_whales@unusual_whales·
US-Israel war on Iran could lead to stagflation for EU, an European economic commissioner has said
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Definitely Not Stonks
Definitely Not Stonks@DefNotStonks·
@anandragn @WisemanCap I'm not a hater but I think people really went overboard with the extrapulation. The AI tools we have are amazing and useful, but they can also be obscenely dumb at times. They can add to the productivity of anyone, but they lack reliability in order to replace anyone.
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Kaushik
Kaushik@WisemanCap·
Basically Citrini created more panic today with that article! Let’s see what new announcements come out AH from Google, Anthropic or OpenAi for next wave of sell off!
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Definitely Not Stonks
Definitely Not Stonks@DefNotStonks·
@anandragn @WisemanCap It is one thing to vibe code an app and another to put it in production and for everything to work perfrctly. The article grossly exaggerates what is feasible. I'm not entirely against it but come on... AI imprpves efficiency for low-level tasks but that's about it for now.
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Anand
Anand@anandragn·
@WisemanCap Citrini wrote a realistic scenario. A totally level-headed & plausible scenario. Didn’t exaggerate imo. Tbh I share a similar opinion and posted a couple of time here as well, so it was kinda validating.
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Silo Intern
Silo Intern@SiloIntern·
So the @MoonwellDeFi team vibecoded an oracle using Claude and somehow priced cbETH at $1.12 instead of $2,217. Yes. One dollar. That single misconfig led to ~$2M in bad debt across markets. And it wasn’t even a one-off. Two more exploits in the last 6 months. Resulting in $7.2M in bad debt Silo the risk — SILO INTERN
Silo Intern tweet media
YAM 🌱@yieldsandmore

Moonwell's history of exploits: 10.10.2025: Chainlink’s oracle feeds priced AERO, VIRTUAL, and MORPHO lower compared to the DEX pool prices on Base. An attacker repeatedly flashloaned USDC/cbBTC, borrowed underpriced assets from Moonwell at 85-88% LTV, sold them on a DEX for more than the value of their flash loan, repaid the flash loan, and profited from the difference. While 10.10 was an unprecedented event, you clearly shouldn’t be able to borrow such volatile tokens at 85-88% LTV. Ended up with >$12M in liquidations, $1.7M in bad debt. Incident Summary: forum.moonwell.fi/t/anthias-labs… 04.11.2025: The wrsETH market priced collateral as (wrsETH/ETH) * (ETH/USD) using Chainlink feeds. The wrsETH/ETH oracle was based on market prices, not the exchange rate. Balancer, back then a source of most of the liquidity for rsETH got exploited a day earlier, and was likely the cause of the feed outputting an absurd value: 1 wrsETH = 1,649,934.60732 ETH. Same attacker as 10.10.2025, although we haven’t seen any evidence of them actually manipulating the oracle - only taking advantage of the mispricing. They’re clearly constantly scanning Moonwell for extractable value. $3.7M of bad debt. Incident Summary: forum.moonwell.fi/t/wrseth-oracl… Discussion around the oracle's failure: x.com/omeragoldberg/… 15.02.2026: Another badly configured oracle feed. cbETH’s price was set to cbETH/ETH ($1.12) instead of (cbETH/ETH) * (ETH/USD). 1096 cbETH liquidated, $1.78M of bad debt. The worst part is that the exact commit that caused the mispricing was co-authored by Claude: x.com/irboz/status/2… The PR: github.com/moonwell-fi/mo… Incident Summary: forum.moonwell.fi/t/mip-x43-cbet… Moonwell is not a serious lending market. They have failed too many times with their oracle setups. Do. Not. Use. It.

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YAM 🌱
YAM 🌱@yieldsandmore·
Let's look at how Silo has been doing in the last year: 25.06.2025: $500k lost testing a leverage function in production, thankfully no user funds. 11.10.2025: Mainstreet Finance's smsUSD went from $1.06 -> $0.90 after 10.10, affecting Silo lenders in the smsUSD and PT-smsUSD (30 Oct) markets. 04.11.2025: Stream Finance blows up, affecting Silo with $63.5m of bad debt before the $1.5m repayment. 07.11.2025: Stables Labs blows up, affecting Silo with with $3m of bad debt, which was later brought down to $60k. Not great. Doesn't seem like 'Siloing the risk' helped.
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Definitely Not Stonks retweetledi
Deepvue
Deepvue@Deepvue·
🎊 New Years Giveaway: 3 Deepvue yearly subs up for grabs! ✨ Advanced screening: technicals, fundamentals ✨ Multi-timeframe layouts, 100+ indicators (RS & EPS Lines) ✨ Presets from top traders RT & reply with 'Deepvue' to enter! 🎉 Winners on Jan 5 deepvue.com
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Erik Carell
Erik Carell@erikcarell·
Cooking hard with the app and been taking way further than planned. Why not build a @jfsrev inspired RS template in a minute and arrange it how you like.
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Definitely Not Stonks
Definitely Not Stonks@DefNotStonks·
@SimpleSwings Can you also elaborate why you closed the majority of the trade at 80$? Was it the speed of the move or proximity to events (FOMC) that warranted derisking?
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Definitely Not Stonks retweetledi
Jeff Sun, CFTe
Jeff Sun, CFTe@jfsrev·
The first ever Black Friday Sale with Finviz, and they’re giving away three FREE Annual Subscriptions (ELITE) to 3 lucky followers. To enter: 🔁 Retweet 📷 Follow me and @finviz_com Winners will be announced this Saturday — good luck! Before the 50% off, you can first enjoy a free 7-day trial on Finviz Elite with no credit card required via bit.ly/finvizelite
Jeff Sun, CFTe tweet media
Jeff Sun, CFTe@jfsrev

Direct link for mobile users with all filters applied on @FINVIZ_com - easy to scroll through the mini charts. ADR% (week) is 4%, but can be loosened for more value centric names (eg. precious metal miners) elite.finviz.com/screener.ashx?…

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Definitely Not Stonks
Definitely Not Stonks@DefNotStonks·
@ZaStocks I am all for AI but saying "not a bubble" because the picks & shovels leader is growing like mad on the back of unprofitable customers (eg OpenAI) is questionable. It isn't a bubble as long as there is consumer demand and consumers are willing to pay for it (not use it for free)
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Za
Za@ZaStocks·
$NVDA is doing $52B in quarterly revenue still growing over 60% YoY with 73% margins at a $4.5T market cap. Not a bubble.
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Jeff Sun, CFTe
Jeff Sun, CFTe@jfsrev·
I’m celebrating my 9th Black Friday with TradingView, and they’re giving away two FREE Annual Subscriptions (Ultimate and Premium) to two lucky followers. To enter: 🔁 Retweet 📷 Follow me and @tradingview Winners will be announced next Wednesday — good luck!
Jeff Sun, CFTe tweet media
Jeff Sun, CFTe@jfsrev

This will mark my 8th year of Black Friday using Tradingview. Here are 8 FREE public scripts I highly recommend exploring to refine your workflow, templates, or layouts. They’re listed alphabetically by script name: 1. **ADR% - Average Daily Range %** - By @zerokapital tradingview.com/v/ss2QgCWi/ Use this to study the historical ADR% of securities and analyze how momentum stocks develop and build their volatility patterns. 2. **ATR% Multiple from 50-MA** - Credits to @DumbleDax tradingview.com/v/oimVgV7e/ My favorite tool for profit-taking or extension signals in setups. It’s also helpful for index analysis to gauge when to scale back on risk exposure. 3. **EPS & Sales** - By @DumbleDax tradingview.com/v/WiaFmLGR/ Arguably the best EPS & Sales script available. It integrates earnings, sales, beats, and guidance into your charts via table format or below price template, as seen in my trading ideas and stock update. 4. **Financials on Chart** - By @tradingview tradingview.com/v/Lbxl9OqZ/ A fantastic on-chart display of up to 9 fundamentals (Qtr/Yr) of your choice from over 100 options, including PEG, Earnings Yield, Price to Free Cash Flow Ratio, and ROIC%. This is great for your long-term investment overview without referencing to another 3rd party website for fundamental data. 5. **Industry Group Strength** - By @amphtrading tradingview.com/v/5NsvcOVp/ This indicator helps you pinpoint the best-performing stocks within specific industry groups. My default template lists the top 5 RS stocks from the same industry as the stock I’m analyzing. @amphtrading also offers 41+ free scripts, making him one of the most generous contributors to our TradingView community. 6. **Range Tightening Indicator** - By @Ollie_AllCaps tradingview.com/script/yaIeno7… A price-tightening indicator using a lookback period. It’s also useful for identifying the "rate of change" of potential bottoms or tops, as highlighted by Stanley Druckenmiller in his podcast with Nicolai Tangen. 7. **Simple Volume with Pocket Pivots** - By @finallynitin tradingview.com/v/JkB0iCFp/ The most versatile volume script, in my opinion, offering extensive customization for color coding, dollar volume, RVOL, and more. 8. **Swing Data** - Credits to @DumbleDax tradingview.com/v/uloAa2EI/ This table consolidates essential data for swing traders in a simple format, providing everything you need to improve trading execution & efficiency. If you found this post helpful and valuable, consider retweeting🔁to spread the words to support their efforts and encourage future updates and enhancements. I hope these scripts will prove beneficial on your trading journey.

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Definitely Not Stonks
Definitely Not Stonks@DefNotStonks·
@alphacharts365 If literally everyone expects it, similarly to a "seasonally weak September" and "Uptober", does it really happen? When news came out last weekend about the approaching agreement, everything was priced in... seriously, I doubt anyone thought this was a problem anyway 😀
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