Just a Dude Who Invests

Rocket Lab $RKLB is basically down around 50% from their highs… who is buying this SpaceX $SPCX competitor??

@jimcramer Jim you did IBM so bad… now the banks?? 😂

Goldman was fabulous. but i just don't think that Wells Fargo was all that bad. the analysts are so hung up on NII....doesn't matter how Charlie improves the place...

> Be New York > Ban Data Centers > Use Data Centers To Make X Post Brilliant.

What stock have you been buying the most of recently?

Micron $MU touched over $1,000/share in the overnight stock market… Back to 4 digits.

ALL EYES ON THE KOSPI PER USUAL. 👀

@mansourtarek_ @wholemars This is really awesome data

Today, we launched GPU compute forward curves derived from our prediction market prices. Forward curves are now available on Nvidia B200. H200, and A100 chips. Forward curves track implied future prices. They are how mature commodity markets form expectations, allocate capital, and manage risk. Energy, interest rates/SOFR, FX, metals, and agricultural markets all rely on market-implied forward prices. Despite becoming one of the key inputs in the global economy, compute has lacked that market-derived infrastructure. Compute right now is where oil was before NYMEX — traded only via OTC deals, just like oil used to trade OTC between producers and refiners. As compute becomes as fundamental to the economy as energy, the industry will need a similar derivative market to promote efficient price discovery. Prediction markets are uniquely suited to this problem. Compute is not one uniform commodity and spans many chips, grades, tenors, locations, and contract structures. A live prediction market can aggregate those dispersed views into transparent prices that reflect market expectations for different maturities. The opportunity is big. Hyperscalers are spending over $700B on compute this year and the market is expected to grow to $7-10T by 2030. If this market behaves like traditional commodity markets, a liquid derivative market could be 10-20x bigger than the underlying spot market. Compute is still not uniform enough, but this is a step towards standardization as forward curves will help us see the rise and fall of different model prices and how they correlate. The forward curve is a first step. Up next: futures and perps.

I would love for someone to explain to me like I am 4 how the Argentine Peso became worthless…

@CNBC LFG LFG LFG BIG BUFFETT

TOMORROW: Berkshire Hathaway Chairman Warren Buffett joins CNBC's "Squawk Box" for an interview. Tune in to CNBC on Wednesday at 6a ET to watch.

This just made my entire day. Super excited to watch THE GOAT speak. 🐐

I love the stock market and I love being able to buy stocks.

HE HAS DONE IT AGAIN. UNDEFEATED.

@CramerTracker Undefeated, classic whatever word works

Jim Cramer called IBM inexpensive A day later it drops -25% for its largest single day loss ever Incredible

COMPLETELY lost the plot… No wonder they aren’t trying to IPO anymore.

Me and the boys after going all-in whatever Jim Cramer is bearish on

Netflix $NFLX continues its decline preparing for earnings on Thursday after the close… Honestly may nibble at shares here. Not financial advice.

Apparently not anymore?

Lucid $LCID considering bankruptcy… Can’t say I am surprised.

SPAIN 🇪🇸 UP 2 NIL AGAINST THE FAVORITES. France…. What happened?!?!?

Remember when this also happened…