x

The future of Math is mathematicians and AI agents working together. Very pleased to introduce @GoogleDeepMind's AI co-mathematician: a multi-agent system designed to actively collaborate with human experts on open-ended research mathematics. Mathematicians testing the agent across areas as diverse as group theory, Hamiltonian systems, and algebraic combinatorics have reported impressive results. In autonomous mode evaluation on the rigorous FrontierMath Tier 4 problems, AI co-mathematician scored an unprecedented 48% — a new high score among all AI systems evaluated.

@yacineMTB folks need to post pnl fr

niggas will tell you they're up 300% on soxl but they won't tell you that it's only 10 grand play money that their wife lets them mess around with

@thekriskay ok but what if i’m up 500% on that 20% move

guy who takes profit after a 20% move is depressed he didn't catch the SanDisk +4,000% move.

@tradeoilstocks @BarakRavid 🫡

Thanks @BarakRavid

@RealJGBanks Forgot about $FLEX

THE SUPER CYCLE PHASES Phase 1 was Semis:
$NVDA $ARM $AMD $AVGO $INTC Next money rotates into the next layers: Memory:
$MU $WDC $STX $SNDK Photonics / Optical:
$NOK $LITE $COHR $AAOI $GLW $CIEN $MRVL Now it’s hitting Compute / AI Data Centers:
$IREN $CIFR $WULF $CORZ $NBIS $CRWV $P Next Materials / Rare Earths:
$MP $USAR $UUUU $FCX $AA Networking:
$ANET $AVGO $MRVL $CSCO Power / Grid / Cooling:
$VRT $ETN $GEV $CEG $SMR $OKLO Space:
$ASTS $RKLB $LUNR $PL Defense / Drones:
$KTOS $AVAV $ONDS $LMT Robotics / Autonomy:
$TSLA $PATH $SYM $SERV

@bubbleboi Expectations are rising commensurately with AI capabilities. If anything, I think it's never been more challenging (and, perhaps, interesting) to be a SWE in Big Tech.

In a weird way right now is the golden age of being a big tech SWE. If you work anywhere other than google your stock’s expected value is flat maybe negative, high likelihood your getting laid off in a year or two, but at least you can just get Claude to do all your work and chillax.

@aleabitoreddit Holding $LITE.

Photonics go brrrr $AXTI +17.34% $AAOI +12.47% Hope you listened to my original thesis anon?

@jbulltard1 That's rough buddy

how crazy was this $INTC move the last month? remember when I posted buying those 4000 intel calls? If I didn't use a 60/80 call spread I would be up $16 million in 1 month, instead I'm only up $4.6. Sad stuff, truly, I'm a coward

@ExtremistChad @sharghzadeh @grok can you wear a silhouette?

@sharghzadeh How does one wear "a silhouette of clothes". There's a certain irony in testing literacy with a sentence that was written by someone who doesn't know the meaning of silhouette.

A large percentage of young people are functionally illiterate because schools abandoned phonics in favor of sight reading

@JPATrades rip in peace

One beautiful solider…obliterated

@bubbleboi Thx buddy.

Zero zero zero a whole lot of o’s

@yieldchad 🔥

SemiAnalysis out with a note this morning expecting hyperscaler capex to be revised up and beat street expectations, as hyperscaler cloud revenue is accelerating and they are seeing positive ROI on cloud investments.

@doodlestein x.com/adfontes_/stat…

Can't think of a better example of widespread Gell-Mann Amnesia than people believing John Oliver's takes on virtually any topic. If you work in AI or even just use AI intensively, it's patently obvious how misleading and plain wrong he is about the subject, rendering his conclusions useless. Now ask yourself: why would he be any more likely to be right about healthcare policy or the border or anything else?

@ChrisCroy @AndyMasley Or maybe they whiff frequently, but you notice tech because that is the area you have the most familiarity with.

@AndyMasley his team whiffs occasionally, especially on tech; the Bitcoin/crypto episode was memorably embarrassing.

Oh no

Claude subscription checkout page needs some more unit tests I guess @AnthropicAI

@BenjaminDEKR Gemini CLI != Gemini.

(Google Gemini engineer btw)

@MapleLeafCap Did that Jan 2025 but should've 5x'd my position.

There’s simply not a single investor I know that, after actually using CC / Codex, didn’t go out and size up their semis / AI exposure materially.

@scaling01 Surely Pro is a more appropriate comparison wrt API costs? yes one is parallel test-time compute and one is 10T+ but still.

it's safe to say that Anthropic has a massive lead over OpenAI if that really was their largest model Anthropic had Mythos since February and it's still ahead or tied in every benchmark

@vladtenev Dropped $15k in $RVI, go get em tiger.

Private markets are here, the Robinhood way. Here's how Robinhood Ventures thinks about unlocking private markets for retail—responsibly and for the long term.