Ed Starkiller 🍥

Que poder de frase

@WOLF_Financial Maracaibo

What’s 1 word that Jerome Powell will 100% NOT say tomorrow

@amitisinvesting I believe we are seeing "new comers" take market share from Open AI as other LLMs are becoming way efficient and have better inteligence

Stocks are down big this morning on a WSJ report that OpenAI missed internal revenue targets at the end of 2025. Few thoughts on why this might not be as bad as it is being interpreted: - Part of the reason OpenAI did not meet its revenue backlog is because they did not have the proper compute needs. Jassy, Dario, and Altman have all said if they have more compute, they could grow faster. The bottleneck of energy/power/land seems to be a much bigger story than “missing revenue targets” because if the compute constrains are the reason for the miss, that’s an issue with supply, not demand. - Maybe OpenAI missed internal forecasts because of $GOOGL and Anthropic seriously beginning to take marketshare. If that is true, that is NOT bearish semis/ai, that is more bearish OpenAI. The compute will just shift from OpenAI spending to Anthropic and Google spending. So, if OpenAI cancels a datacenter, it’s bad for the parties involved but if Google ends up taking up that datacenter, the same money continues to be spent on all the different providers that go into building out that compute. - $SOXX just did 18 green days in a row. It was looking for ANY reason to sell off. Obviously some names have just gotten way ahead of themselves, for example $ARM, which began to trade at 70 p/s. The WSJ article may have been what was needed to give a reason to a selloff which quite frankly did not need a reason after the run it’s had. Overall, feels more like a general headline about a company not fully living up to its expectations vs a systematic issue around compute constraints. Big Tech reports on Wednesday and all eyes will be on what they have to say around capex, roi, growth, and more. $NVDA $AMD $MSFT $META $ORCL

@StockMKTNewz and that's the main reason I own an iPhone.

Never forget that Tim Cook was in charge of Apple when they created this

@f1trollofficial it would be hilarious that the RB versiom works better than Ferrari's 🤡

Red Bull tested its own version of the Macarena rear wing on the RB22

@DiscussingFilm Jabba's son is going through his Ozempic's phase

First look at Jabba's son's biceps in ‘THE MANDALORIAN & GROGU’.

@AutismCapital This was my first, proper introduction to the FF series. It was amazing.

When Final Fantasy VIII came out (1999 surprise surprise!) it was the first time anyone had ever seen graphics like this. It was also the first time the musical director Nobuo Uematsu used a full orchestra choir in a FF game. It literally onehsotted everyone. Minds were blown.

@unusual_whales no shit Sherlock

BREAKING: A jury has found Live Nation and Ticketmaster to be an illegal monopoly that overcharges fans, per MorePerfectUnion

@Mr_Derivatives It wouldn't be crazy to see futures flat. Trump's reaction so far has been to make a Strait of Hormuz blockade of their own to prevent passage from Iran and their allies

If Hyperliquid SPX is showing -2.4% If Wall Street Tech IG is showing -1.7% And the actual Futes opens flat or god forbid green…. I will never quote those two ever again.

@Mr_Derivatives @youtubedevon just look at that RPM on his Youtube account. Is insane. That's not the average.

@youtubedevon The amount of work tweeting vs. the amount of work producing/editing/presenting videos. Big diff.

On X I have gotten 60 million impressions. Total payout $1,800. On YouTube I got 27 million views on one of my channels. It made $250,000.

@F1Tornello @MateuszMrz8 le faltó incluir a Hannah en ese combo

#F1 Un ‘dream team’ completo se habrá ido de Red Bull cuando salga Lambiase. Horner, Marko, Wheatley, Marshall, Lambiase, Newey y Courtenay. Sólo quedará (?) Max 🏁 Foto vía @MateuszMrz8

@amitisinvesting Asperger for the win is seems

thanks Trump, I agree as well

@TheLongInvest The disconnection of $TMDX share price since the start of the Iran war has been astonishing

Pulls back happen for two reasons A position becomes over valued or there is a broad market sell off You want to take advantage of the latter

@mathlonning tell me about it.. It is surprising to see that with those doomsday market accounts. If you are telling me that the market will crash without any chance of recovering, why would you sell me a course?

Course seller detected, opinion rejected.

@mathlonning Shit is getting this dark

It is always darkest before dawn.

@Mr_Derivatives Thanos looks like a hippie from the 60s in comparison

A whole civilization will die tonight, never to be brought back again. I don’t want that to happen, but it probably will. -Trump

@JonahLupton @PeptideList or that doesn't even know what they actually do.

@PeptideList This is scary and it’s why the industry needs regulation and oversight. Too many people using peptides and too many people that want to start using peptides but we can’t trust the sources or the sellers.

The New Yorker just lab-tested research peptides from a popular online vendor. BPC-157: contained lead. TB-500: contained endotoxins. CJC-1295: less than 42% of the labeled dose. This is what people are injecting into their bodies. The peptides aren't the problem. The supply chain is. This is exactly why the FDA reclassification matters moving these compounds into regulated compounding pharmacies with cGMP standards and real quality control.

@mathlonning @JonahLupton @WallStAction a gift

@JonahLupton @WallStAction Exactly. Under $100 after Q4 25 results and FY26 guidance is unbelievable.

47 flights in the last 24 hours for $TMDX. What a start to the quarter. Stock is severely undervalued at current prices, in my opinion.

@mathlonning $TMDX under $100 is such a bargain

$TMDX YoY revenue growth should accelerate as we get deeper into the year. Due to trials and European operations ramping up. On top of normal US operations.

@Polymarket and with that.. almost half of the bitcoin thesis goes to the🗑️

BREAKING: Google research reveals quantum computers may be able to crack Bitcoin's private keys in just 9 minutes.

@F1 way better than their F1 cars

That's some serious machinery for the Aston Martin boys 😍 #F1 #JapaneseGP