A-Train
2.4K posts

A-Train
@amitladhani
Every man has 2 lives the second starts the moment he realizes he only has one.
Hoboken, NJ Katılım Ağustos 2010
579 Takip Edilen146 Takipçiler

If you like $NVDA at $183, you'll love it at $83
Just wait until the algos turn on $NVDA like they did with SaaS.
zerohedge@zerohedge
*ANTHROPIC WEIGHS DESIGNING ITS OWN AI CHIPS: REUTERS
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@amitladhani No it's not. The real question is how can they integrate the model and AI to their business to ensure they stay relevant and grow the Ad business.
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$META Barclays reiterates Meta as overweight Barclays says Meta is poised to “make another historic run, this time in AI.” “Against much skepticism from the press and investment community, Meta reasserted itself into the conversation among frontier labs with the release of Muse Spark this week. While not yet at the frontier, the scaffolding is in place for Meta t o make another historic run, this time in AI.
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@plutostats this is a god awful way of chaining short odds into a 5-6 leg parlay the math is totally in favor of the oddsmaket. Safety is an illusion. these are totally negative EV plays.
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@WisemanCap How long is he going to have the lead for 5, 10, 15 days?
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@darealbrianpark @wholemars Practically the whole point of buying a Tesla. Looks and features wise you can’t get a lot more for your money elsewhere but FSD is an absolute game changer
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LNG supply is going to be tight for at least 2 years as Qatar's Ras Laffan will take a long time to repair. Sticking with $LNG & $VG.
Stephen Stapczynski@SStapczynski
The world's biggest LNG plant in Qatar wont be able to quickly restart even after the Iran war ends🇶🇦⚠️ Two of the plant's trains were damaged, and need new gas turbines to power LNG refrigeration compressors. Delivery will take 2-4 years due to a massive backlog, Rystad says
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@TradexWhisperer It’s like saying @TradexWhisperer will never tweet about $MU again
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Wait. What? 😅
Is this for real?
*Walter Bloomberg@DeItaone
TRUMP: IRAN HAS AGREED THEY WILL NEVER HAVE NUCLEAR WEAPON
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Speaking to reporters earlier at the White House, President Trump mentions and vaguely talks about a mysterious “present” given to the United States yesterday by Iran:
“Because they're going to make a deal. They're going to make a deal. They did something yesterday that was amazing, actually. They gave us a present, and the present arrived today. It was a very big present worth a tremendous amount of money. And I'm not going to tell you what that present is, but it was a very significant prize. And they gave it to us, and they said they were going to give it. So that meant one thing to me, we’re dealing with the right people. No, it wasn't nuclear related. It was oil and gas related. And it was a very nice thing they did.”
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@torpedocapital What you like most about $FTI? I am also interested in this name but it feels over bought at these levels
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@JaguarAnalytics Other people can have nice technology too . What’s so shocking about it. Cheaper Drones changing the economics of war.
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@NoLimitGains Nowhere as 2008 financial crisis, this will pass. 250B is nothing. Leverage is what you have to check.
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🚨 US banks have quietly funneled $257 billion into private credit markets
Do I even need to say it?

NoLimit@NoLimitGains
🚨 Private credit is blowing up You know exactly what comes after this.
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