Z
308 posts
If you're not seeing the reset take action yet hang tight, we're on it!
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Z retweetledi
Supabase automatically generating TypeScript types is still one of my favorite features!
It makes developing apps with AI (or humans) much more stable because all the backend context is available in the client-side code!
Supports various column types, views, and functions!
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@thsottiaux Err.... you actually told us to fastmax because you would reset?
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We found and fixed two issues that could explain this degradation of the capability of GPT-5.5 in Codex over the last ~ 48 hours.
We are monitoring over the coming hours to fully confirm and I will reset usage limits this evening.
Apologies and now is the time for /fast maxxing.
Tibo@thsottiaux
Codex team is aware of reports of GPT-5.5 performing worse for some users and investigating. We don't have anything conclusive yet and systems are healthy but we will share updates as we go.
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@thsottiaux man i really hope there bug once every week liike friday would be nice
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Z retweetledi
Why I Will Never Offer a Subscription Service (and why this will never change)
A lot of you have asked for this. I get it, people want "premium signals," private groups, or easy trade ideas. But I'm not doing it. Not now. Not ever.
Here's why:
New Zealand's financial regulations are extremely strict. Most of what you see in typical trading subscriptions, Discords, and even many public posts would legally qualify as regulated financial advice. In NZ, you must hold a specific license to provide that service.
I refuse to operate in that grey area or risk misleading my community.
That's why every post I make is deliberately structured the way it is. I only share objective, historical technical levels based on price action and moving averages.
This is Financial Education, not advice.
- No buy/sell calls
- No trade signals
- No price targets
- No trend bias or "moon" narratives
- No recommendations on timing or action
I simply present the chart and clean technical data so you can interpret it yourself as part of your own wider due diligence.
I will not give trade signals. Ever.
If that frustrates some people chasing easy answers, that's okay. My goal is to help people learn how to read charts for themselves through transparent, objective observations. Nothing more.
Stay safe out there. Do your own research. Always.
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Recruits, your first prize is here...
A custom GeForce RTX 5080 Founders Edition + PC copy of the game.
Comment #007FirstLightRTX to win 👇
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Z retweetledi
Release coming up today from @OpenAI. Probably something Codex related. 🔥
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@whoiskatrin @kate
is there a way to scale the worker mem, 128mb is too little for ai sdk and long running agents with tons of toolcall :(
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@whoiskatrin @kate is there a way to scale the worker mem, 128mb is too little for ai sdk loops
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Z retweetledi
Portfolio Update: Space, AI and Energy 🧭🌱
I've spent the last few weeks refining my holdings to better reflect a transition toward an ethically focused, infrastructure-heavy portfolio. The goal is to move away from war-enablers and dirty energy stocks, and focus on the physical backbone of the AI revolution.
I have also tried to focus on early plays, many of which have already started running. Time will tell for the others.
Ultimately, I have tried to create a portfolio that I can more comfortably step away from if I need to, staying away from pump stocks and pre-revenue businesses.
Full breakdown 📊
Cash: 3.0%
Space Technology: $RDW 10.8%, $LUNR 6.6%, $ASTS 6.0%
Semiconductors: $CRDO 10.9%, $QCOM 8.6%, $INDI 3.2%
AI Data Centre: $DGXX 8.0%, $CIFR 5.5%, $BRUN 5.0%, $VIVO 2.6%
AI Storage & Software Solutions: $NTNX 6.1%, $P 3.4%
Social Media: $RDDT 8.3%
Critical Minerals: $USAR 3.5%, $MP 2.7%
Energy Storage: $NRGV 3.6%, $EOSE 2.2%
$DGXX (Digi Power X Inc):
A core pillar of this strategy is the significant position in $DGXX, which serves as my primary anchor for the high-performance computing (HPC) and Cerebras ecosystem expansion.
$BRUN (Boost Run):
The first one people are going to look at and think, "What is that?" $BRUN is a recent merger IPO that provides specialised GPU-as-a-Service (GPUaaS) and has the NVIDIA Exemplar certification. If you want to dive deep into how they fit the Nebius-style growth profile, check out this Substack article:
theinvestorchannel.substack.com/p/i-found-nebi…
$INDI (Indie Semiconductor):
This is my small-cap semiconductor play. $INDI specialises in the automotive transition, specifically high-growth areas like ADAS (Advanced Driver Assistance Systems) and user experience for the next generation of electric and autonomous vehicles.
$NRGV (Energy Vault):
A cornerstone of my transition toward greener positions. Unlike traditional chemical batteries, Energy Vault uses gravity-based and multi-chemistry storage solutions designed for long-duration grid stability. It’s an ethical winner with a 98th-percentile ESG score and a $1B+ backlog.
$VIVO (VivoPower):
A sustainable infrastructure play focused on critical power for datacentres. Their recent move into 100% renewable-powered facilities in Europe aligns perfectly with the need for low-carbon AI processing power.
Disclosure: I currently hold positions in all stocks shown in the pie chart. Shared for documentation and transparency only – not financial advice or a suggestion for your own portfolio. Please DYOR!
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