TheTehTrader

139 posts

TheTehTrader

TheTehTrader

@TheTehTrader

... & there is always a way out 🥊

Katılım Temmuz 2016
90 Takip Edilen32 Takipçiler
TheTehTrader
TheTehTrader@TheTehTrader·
@ZeeContrarian1 Might be true, but I think in the mid/long term, with all the developments around AI agents, AGI etc we will move toward decentralized AI & the tokenization of everything. It’s not necessarily about Bitcoin, but crypto in a broader sense; stable coins, projects like Bittensor...
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Z@ZeeContrarian1·
Who in his right mind is buying Bitcoin here when AI stocks exist? You can now buy companies with insane growth, real revenues, real cash flow, real products, and still get massive upside. Bitcoin worked when there were barely any true asymmetric opportunities in the market. That environment changed. Money always chases the best risk/reward. And right now, AI looks like the new home for speculative capital.
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Mr. Alpha
Mr. Alpha@be4_the_h3rd·
I don't have a substack. I share all my ideas for free. I'm a big believer in karma. Some of my best ideas have come from my followers or the people I follow. This is worth a lot more to me than anything I would make from a substack. What goes around comes around.
Carol@ccahsatan

@be4_the_h3rd Great analysis. Will subscribe to your posts if you have a substack.

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Z@ZeeContrarian1·
I increased my China exposure in my portfolio to 40% via stock and options. I don’t think a very good outcome is currently priced in. And if nothing happens, we stay where we are. I don’t think Trump brought his dream team to China just to tell them to go fuck themselves.
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TheTehTrader
TheTehTrader@TheTehTrader·
@aleabitoreddit any thoughts on decentralized AI? Projects like Bittensor, etc. to adresse centralized bottlenecks & facilitate AI Agents interactions as well?
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Serenity
Serenity@aleabitoreddit·
Random CPO related names I like: - $SIVE - Foci (3363) - $TSEM - Browave (3163) - PCL (4977) - $AXTI - Msscorps (6830) - $IQE - Shunsin (6451) - Furukawa Electric (5801) - $MTSI - Nextronics (8417) - $LITE - $COHR - FitTech (6706) - $GFS - $ASX - LandMark (3081) - $SOI Disclosure: I own most, not all though.
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TheTehTrader retweetledi
Volatility Trading
Volatility Trading@VolatilityVIX·
Digital Nomad friendly For bonus points, choose a career that is mobile and not locked to a specific location None of us know where the world is going Social conditions, inflation, tax situation, school systems, affordability of healthcare Make sure you can GO WHERE YOU WANT
Volatility Trading tweet media
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TheTehTrader retweetledi
True market Leader
True market Leader@TmarketL·
In case you want to give up
True market Leader tweet media
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The Right Tail Trader
The Right Tail Trader@floatcrush·
$CAR taking a stab, went short via broken leg butterfly Sold 2x $650 call Bought 1x $720 call Bought 1x $600 call 🫡
Lance Roberts@LanceRoberts

If the @Avis CEO doesn't double their outstanding shares in the market right now, he should be fired.

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GB
GB@GoldmanBanker·
$UNH $340 Call for May 15th. Lotto for earnings tomorrow morning.
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Mr. Alpha
Mr. Alpha@be4_the_h3rd·
What was the difference between my plays today and a money printer? Hint, there was no difference:
Mr. Alpha tweet mediaMr. Alpha tweet mediaMr. Alpha tweet mediaMr. Alpha tweet media
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TheTehTrader
TheTehTrader@TheTehTrader·
@markjeffrey ...remain centrally gated at the Root level. Covenant’s complaint is therefore not obviously crazy or invented.
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TheTehTrader
TheTehTrader@TheTehTrader·
@markjeffrey ...bc Bittensor simultaneously describes subnets as “independent communities” and emphasizes organic, decentralized evaluation and emissions. So there is an inherent tension here: the marketing layer says “independent,” but the protocol docs show that some important levers ...
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Mark Jeffrey
Mark Jeffrey@markjeffrey·
Bittensor is a quite a LOT more than Subnet 3, and $TAO will carry on fine without it. It's unfortunate that the founder chose this path. There are 125 other subnets -- plus three new slots that just freed up.
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