Hindsight

@alden_niklas Grattis

Det här är det finaste som finns. Dom som vet, dom vet. 🥳

@tekniknisse Spelar väl ingen roll ne snart ändå

Klarna upp 20% i kväll. Hur bör flat Capital gå i morgon?

@Lilletoni Micron sen 2017

Vilka äger Micron och Smoltek och hur tidigt kom ni in?

@ELiInvest_ 😂😂

Sägs va anledningen till att claude mythos inte släppts än. Livsfarlig för den är ett steg före alla andra. Kan hacka vem och vad som helst. Dom ”goda” bolagen har fått tillgång och ska nu laga sina söndriga system (iphone chrome Android) osv innan den kan släppas lös.

@BourbonCap Isnt that common though

During the last earnings call, $NOW CEO said they were going to reduce stock based compensation. I thought he was joking, but it looks like he's gonna do it They gonna get cash instead

@ArveSer Gipsar man golv?

Å dra offshore uten å bekymre seg for at prosjektet stopper opp føles godt! Mottar updates fra tømreren og ting ser meget lovende ut 🔥

@ScroogeCap He doing this make gpt go bb

This is a catastrophic signal for neoclouds like $CRWV and $NBIS. These companies exist because compute was scarce. When someone like SpaceX enters the rental market with 220,000 GPUs at once, they become the 800lb gorilla. SpaceX has the advantage of vertical integration and they can underprice neoclouds into oblivion just to keep their utilization rates at 100%. Anthropic was a crown jewel customer for specialized clouds. If they are moving their heavy lifting to SpaceX then the moat for neoclouds just evaporated. Now regarding xAI: Colossus 2 is supposed to bring them toward 1 million GPUs, but if they can't even utilize the first 200k for a winning internal model, the Gigafab becomes a massive, expensive monument to overcapacity for them. If xAI had a model capable of leapfrogging GPT-5 or Claude 4, they would be using every single one of those 220,000 H100s/GB200s to train it. You don’t let a direct competitor take over your primary training ground unless: - xAI’s research might have hit a wall where throwing more compute at Grok isn't yielding proportional returns. - Maintaining a 300MW facility with 200k+ GPUs costs billions in power and debt service. If they can’t justify the internal training run right now, they have to rent it out to stop the bleeding. - Musk will clean up the books for a SpaceX IPO. Renting out the hardware makes SpaceX a high-margin infra provider rather than a high-risk research lab. $TSLA

@richardpaulsen Hahaha sämsta jag hört

Dette var en fascinerede episode fra McKinsey Norge.. Basically fortalte de hvorfor man IKKE trenger å leie McKinsey konsulenter for at DE bruker AI for DEG. I tillegg lurer jeg på hvem som betaler (dyrt antar jeg) for at McKinsey skal ha workshop for ledelsen i agentisk AI. Jeg tror hele forretningsmodellen til konsulentene er i ferd med å knuses fullstendig open.spotify.com/episode/74Xzct…

@sumitkbehal Where to buy as hardcover?

How to get this chapter from Market Wizards : The Next Generation ? 1. Pre-order your copy through any retailer 2. Submit proof of purchase on Harriman House 3. You will receive the PDFs instantly from the website

The growth of Kristjan Qullamaggie from $5,000 to $100 million as a retail trader is an unbelievable story I just finished the first chapter of new Market Wizards book and am breaking down this journey in the following tweets

@brian_armstrong 😂😂😂😂😂

This is an email I sent earlier today to all employees at Coinbase: Team, Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future. Why now Two forces are converging at the same time. We need to be front footed to respond to both. First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth. Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day. All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core. What this means To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice? - Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles. - No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams. - AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role. In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs. To those who are affected I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done. All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information. To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements. Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters. How we move forward To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together: Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it. The Coinbase that emerges from this will be more capable than ever to achieve our mission. Brian

@Nektnor Way way more. Short increase will result in it even going higher

Predictions for $SIVE today? Where are we closing at, 55 SEK? #stock #börsen #trading #finanstwitter

@zephyr_z9 Every vendor is doing this… every contract has been updated. Atleast several of our business partners is restricting this.

Super Bearish for SAP Blocking "unauthorized" AI agents is a cowardly move

@Matrix_B0SS Probably going 70+ today

$SIVEF market is closed and when it opens there will be more buying pressure for $SIVEF then both prices will go higher Will it touch my $6 or 60 SEK Target today? I don’t mind 20%+ increases every day, do you?

@smartmonkeyfx Squeeze em

$SIVE encore +45 % aujourd’hui. Dans un marché de la photonique en pleine accélération (CPO, lasers InP pour datacenters IA), cette société suédoise dispose d’une technologie compétitive et d’une valorisation encore très raisonnable (1,5 milliards de dollars) avant son approbation pour une double cotation sur le Nasdaq. Pour les investisseurs spécialisés, $SIVE pourrait bien devenir l’un des paris les plus intéressants de l’année dans le secteur des semi-conducteurs optiques. La photonique est partie pour faire le même mouvement que les mémoires/stockage de ces derniers mois ?

@Craaazy1231 All in sivers

$SIVE is at 55SEK I genuinely believe we'll have a dip before entering the 100's.

@athuinvests Heard other rumors about this. Guess we will find out soon

Prediction Alert 🚨 $SIVE is an easy 5-10x from these levels to reach $30-40 as execution ramps up in 2027 and beyond for CPO technology. The market is expected to grow at stunning rates. A US listing will attract more institutional buying and investments. Manipulation and volatility will occur, but it is positioned to become a key laser supplier for hyperscalers and OEMs, and to excel in its wireless business too as space, telecom, and defense spending increases. A lot depends on execution (the only real risk I see), but the opportunity to multiply revenue from today is there. The CEO has said they are open to any additional unexpected revenues, which is an amazing sign. NFA.

@sweatystartup We just did for handling warranty claims

All the AI hype I’ve yet to see a single person actually show me how they are replacing employees with AI. Show me!!!!!!

@HoytEmerson True. I will try duck db now though thanks

@HaqvnaMatata A lot of people don’t know this

When a DuckDB query runs out of memory during a join, sort, or large aggregation, it doesn't crash. It spills intermediates to a temp directory and keeps going.

@Map29Sweet56088 @BicepsTradern Tror du ska kolla hur många inkomstmiljonärer som faktiskt bor i halmstad:)

Halmstad kan med... fundersam kring målgrupp, i våra större städer kanske lite större men jag tänker mig att det inte är samma "bostadskarriär" här ute.