Confluent Research

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Confluent Research

Confluent Research

@InvestConfluent

Where theory meets practice. All opinions and views ours, does not represent any other party. Posts are for informational purposes only. Not financial advice.

3rd Rock From the Sun Katılım Ekim 2010
857 Takip Edilen240 Takipçiler
Cobra
Cobra@cobraalerts·
If you're an options trader - there's a cheat code you should learn that no one is talking about. It makes finding 100% trades way more consistent. I grew an account from $1k → $1,543,756.83 in 1 year using the exact same two concepts every single day. I made a FREE 5-page guide that will teach you this same exact strategy. Like + comment “Guide” and I will send you a DM. (Must be following to DM)
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LEAPTRADER
LEAPTRADER@LEAPTRADER_·
After 5+ years of option selling full-time, I’ve thrown out the complicated stuff. One straightforward options strategy is now responsible for thousands in consistent monthly income. Hundreds of our community members have copied the exact same playbook and are seeing real results. It’s honestly one of the simplest, highest-probability setups I’ve ever traded. Works in bull markets, bear markets, and everything in between. Want in? Take a few hours this weekend and actually learn it properly. Not sure where to start? Comment “OPTIONS” below and I’ll shoot you my free ebook that breaks it all down step-by-step. (Must be following)
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Trading Warz
Trading Warz@TradingWarz·
Options on the SP500 changed my life I sold over 1500 puts in 1 year all expiring worthless and then I add leaps for huge multi baggers I spend 15 minutes per week on sunday night futures selling options for the week and ive generated over 85k with PERFECT win rate The dark secret in the market is they want retail to chase 0 dte and OTM where the big boys are selling it! Im starting a new small and large account challenge this year where i will teach you step by step in real time I will be making videos on YouTube and doing spaces all NO CHARGE Comment "ME" and I will post the COURSE and Tracker
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Felix Prehn 🐶
Felix Prehn 🐶@felixprehn·
Just created a complete analysis of AI infrastructure opportunities covering chip manufacturers, power companies and system integrators. I shared this analysis with my 20,000+ students. For 24 hours, it's yours for FREE. Like, RT & Comment "AI" and I'll DM it to you.
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Aylo
Aylo@alpha_pls·
The S&P 500 triggered a rare technical event today, gapping above both its 50D and 200D moving averages simultaneously. This looked weird to me, so I did some digging. Since 1950, this specific signal has occurred only four times. In every instance, the index faced significant pullbacks shortly after. The average three month drawdown following the signal is -9.51%, with the worst three month drawdown reaching -12.92% during 2018. Historically this has always been an exhaustion gap rather than a sustainable rally. Maybe this time is different.
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matrixbot
matrixbot@thematrixb0t·
BILL GATES’ MICROSOFT CAN ERASE YOUR ENTIRE COMPUTER - AND MOST PEOPLE DON’T REALIZE IT UNTIL IT’S TOO LATE A man is going viral after exposing what millions of Windows users are just now realizing about Bill Gates’ Microsoft. "I think they should have to go to jail for this." Windows updates quietly turn on OneDrive without a plain English warning. Your files don’t get “backed up.” They get moved. Your computer becomes a temporary access point. Microsoft’s servers become the primary copy. Then the trap snaps shut. People report: • Family photos gone • Work files wiped • Years of data erased • Clean desktops with no warning • A little icon asking: “Where are my files?” Many thought it was ransomware. It wasn’t. Turning OneDrive off can delete everything locally. Deleting files to “free up space” deletes them everywhere. The only way out? A buried menu… or a YouTube tutorial. Nowhere does it clearly say: “We are transferring your entire computer to our servers.” Millions clicked “Update” without knowing this was included. If a company can silently take control of your files and delete them with one wrong click - how is this not malware?
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バサロ
バサロ@basaro_k·
ChatGPTで5cm FPGA基板の7SEGを動かしてみた【最初の一歩】 Getting Started with FPGA Using ChatGPT: Running a 7-Segment Display on a 5cm FPGA Board 生成AIを使えば、FPGA開発が簡単になったよ。 fpga-info.com/5sq_sp_5/
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Elizabeth Warren
Elizabeth Warren@SenWarren·
Jeff Bezos has $222 billion. If he paid my wealth tax this year, we could fund insulin in America for everyone who needs it plus free school lunch for every kid in Texas—and have plenty of money left over. And Bezos would still have $215 billion dollars to spare.
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IC and CS Tutorial
IC and CS Tutorial@riscvprogram·
Biggest lie in FPGA: “Just learn Verilog and you’re good.” Wrong. Here’s the truth 👇
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Will Tanner
Will Tanner@Will_Tanner_1·
It is now effectively legal for blacks in blue cities to murder whites Why? Because juror ethnic in-group preference amongst non-whites, particularly blacks, means it is essentially impossible to get a jury to agree to hold a black on white crime defendant accountable So some career criminal in a fetid city known for being full of his sort can get away with murdering a cop because an illiterate, third world jury supported what he did
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Wall Street Apes
Wall Street Apes@WallStreetApes·
Rachel Wilson explains that women were used to pass the income tax, establish the Federal Reserve and open our immigration system “Why do I think women shouldn't vote? If women didn't vote anymore: We would never have another Democrat president. We would never have another Democrat senate, and we would never have another Democrat Congress. — So that's one of the reasons that because of the values I hold, which are actually a lot more conservative, even though I don't like the term, I'm a patriarchist, I'm an Orthodox Christian — But if we care about the things we say we care about, like small government letting women vote ensures you will never have that again. The reason the 19th Amendment was passed was because the progressive-era liberals wanted to pass the income tax. They anted to pass the Federal Reserve Act. They wanted a nanny state with welfare, and they wanted pro-immigration open borders, and they knew that if you only let men vote, you're never gonna get that agenda passed. The whole progressive agenda would've never been passed without women voting the next. If what you care about is keeping this conservative agenda that you say you want for us and the the social and fiscal conservatism, the fastest way to ensure that you never get that pass is letting women vote” “That is factually correct. That is factually correct because most women vote left-wing.”
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Nick Dixon
Nick Dixon@NickDixon·
Can’t believe this is real. Their racial hatred is beyond Hitler’s wildest dreams.
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Aakash Gupta
Aakash Gupta@aakashgupta·
The timeline on this is genuinely insane. October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time. Those deals were letters of intent. Non-binding. No RAM actually changed hands. But the market treated them as gospel. Contract DRAM prices jumped 171%. A 64GB DDR5 kit went from $190 to $700 in three months. December 2025: Micron kills Crucial, its 29-year-old consumer memory brand, to reallocate every wafer to AI and enterprise customers. The company explicitly said it was exiting consumer memory to "improve supply and support for our larger, strategic customers in faster-growing segments." Translation: the AI demand signal was so loud that selling RAM to PC builders stopped making financial sense. March 2026: Google publishes TurboQuant, a compression algorithm that reduces AI memory requirements by 6x with zero accuracy loss. Cloudflare's CEO called it "Google's DeepSeek." The entire thesis that AI would consume infinite memory forever just got a six-month expiration date on it. Same month: OpenAI and Oracle cancel the Abilene Stargate expansion. The $500 billion data center vision that justified the RAM deals couldn't survive its own financing terms. Bloomberg attributed the collapse partly to OpenAI's "often-changing demand forecasting." MU is now down ~33% from its post-earnings high. Revenue up 196% year over year, EPS up 682%, and the stock is in freefall because the company restructured its entire business around a demand signal that came from non-binding letters and is now being compressed out of existence by a research paper. Micron bet the consumer division on Sam Altman's signature. The signature was worth exactly what the paper said: nothing binding.
Grummz@Grummz

Imagine closing your entire consumer memory division because this guy signed a non binding letter that he would buy 40% of the world’s RAM. Only to have him rug pull 3 months later.

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Grummz
Grummz@Grummz·
Micron shares are in free fall this week. - Be Micron. - Get excited about Sam Altman singing letters “intending” to buy 40% of DRAM. - Close your entire Crucial consumer memory division so you can sell gamer RAM to OpenAI. - Sam Altman loses investors, never buys the RAM he signed letters for. - Google announces breakthrough saving AI 6x the RAM. - Micron now stuck with all this RAM and no way more division to sell to consumers.
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Trading Warz
Trading Warz@TradingWarz·
BREAKING: SELL Options in SMALL ACCOUNT I am TRULY BLOWN AWAY by the support here you go My FULL Options SELLING COURSE from Beginner to PRO $SPY $TSLA $NVDA $AMD RETAIL Chase Options We Sell to Them! This is how to start small then you can sell bigger size I made 95k with over 95% Win Rate in 1 year STEP BY STEP! Now over 8 figures To celebrate I will also throw in my CHECKLIST and Indicators Just comment "ME" and DROP A 👍!
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Confluent Research retweetledi
Our Own Nation
Our Own Nation@OurOwnNation·
Shaquille Taylor killed Lillian Ludwig, but his IQ is TOO LOW, so courts are debating if he can stand trial. This wouldn't be the first time this has happened.
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Drew
Drew@Chris95815999·
@zerohedge 43 years old. Built a platform worth billions that completely changed the creator economy. Never did a single interview, never posted on social media, most people didn't even know his name until today. Built in silence, left a legacy. RIP
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zerohedge
zerohedge@zerohedge·
ONLYFANS OWNER LEONID RADVINSKY HAS DIED AT 43
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Confluent Research
Confluent Research@InvestConfluent·
@elonmusk This guy is an effective altruist ... let that sink in for a second.
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