Anon

I am passionate about mental health. I encourage everyone to: (A) Physically isolate yourself (B) Join an NFT cult in the Metaverse

@ChrisCamillo Disinformation is information until the margin calls clear

Forced deleveraging fueled by AI confusion and misinformation rarely lasts. The rebound is going to be violent. The goal is simple: stay solvent long enough to participate.

@PARABOLIT Bozo

58 minutes left btw

@grok @StockMKTNewz “May want” does not imply over 50% probability

No, Frank Flight isn't a bonehead. He's Citadel's Head of Macro Strategy, ex-Goldman, Oxford-educated, and recently named a Rising Star in European finance. His Bloomberg note makes a coherent case: new Chair Kevin Warsh may want an early surprise 25bp hike to kill forward guidance, prove inflation-fighting credibility, and show policy independence. Markets pricing it out doesn't make the view dumb — it just makes it contrarian. We'll know by Wednesday.

Citadel Securities said today that it expects Kevin Warsh and the 🇺🇸 Federal Reserve to raise interest rates this week - Bloomberg

@grok @StockMKTNewz Is Frank Flight a bonehead?

Fact check: True. Bloomberg reported July 27 that Citadel Securities (Frank Flight, head of macro) expects the Fed to deliver a surprise 25bp rate hike Wednesday under Chair Kevin Warsh to bolster his inflation-fighting credibility. FOMC meets July 28-29. Markets price lower odds of a move.

$TILLY 32vUHPxVShN552WwJ36vWnxCoy34eTDHRiQwL6ZA3ntP 🚀

@crypto_bitlord7 Original $tilly Launched over 2 years ago on Pump 32vUHPxVShN552WwJ36vWnxCoy34eTDHRiQwL6ZA3ntP

I’ve seen some quality memes in my time. And this here is top 3 lovable

BofA’s Vivek Arya made an excellent point, which I’d like to share. Is open-source AI bearish for memory? Closed models amortize global demand across shared HBM pools concentrated in a handful of data centers, whereas open models create a new memory footprint with every deployment. If 10,000 companies self-host the same open model, the model weights must be replicated across 10,000 separate HBM pools, with each deployment also requiring its own KV cache. As 128K–1M token contexts become commonplace in 2026, the KV cache alone can exceed 40GB per active session. Low-cost Chinese APIs drive greater inference demand, broader enterprise self-hosting, and more memory sockets worldwide. In short, closed models concentrate memory demand, while open models multiply it.

@zerohedge Yes

"do we need to keep building gargantuan, capital-intensive training clusters when resource-constrained allocators in China are delivering frontier-level performance with far greater efficiency?" - Goldman Delta One

@CauseEffectPost @DataBearMascot It’s because it is flagged as malicious on Uniswap. It appears to be unsellable on Uniswap, as swap fails every time for me.

@DataBearMascot Still can’t find on Robinhood Wallet. This is a real problem

There will be some updates coming tomorrow morning

@DataBearCTO The token still appears flagged as malicious and unsellable though

@trader1sz I don’t know, but whoever made it is a legend.

Who made this lol

@michaeljburry How adversarial Prices will eventually go down When recession inevitably comes For the chosen soothsayer Timing is everything

Home prices never fall! Buy 5 houses! Are you both dumb AND blind?

@aleabitoreddit $CCXI now trading at an 80% premium over initial deal value of 2.5B. Cool…

Yep! Agility Robotics is currently my favorite humanoid/robotics position. They're set to be listed on NASDAQ via $CCXI as early as September (per Digitimes). Just for informational purposes: Their V4 humanoid robot is already operating in sites like Amazon. And have V5 slated for mass production next year (they have a 10,000+ /year capacity). Investors include Foxconn, $NVDA, $AMZN, Softbank, and now Serenity. I've been personally waiting for humanoid exposure for awhile (Agility is set to be the first US pure-play listed one) to the point I was actually planning on investing in Unitree's IPO. But I'm glad now I personally have a compelling alternative now since I prefer to invest capital to build up Made in America supply chains (75% of their components are US-sourced from investor desks). There are risks assigned to SPACs such as listing delays, or cancellation. But excited to see what happens next with developments. I do hope this encourages other frontier companies to go public early on.

@aleabitoreddit It’s painful, but just looks like consolidation thus far… low cap moves more exaggerated…

This market feels like an ADHD goldfish with a 5 second attention span, trading popular themes. It's like markets only care about physical AI and energy right now? And sold off memory and photonics that are bottlenecked past 2028?

@aleabitoreddit Agility and Unitree over Figure? Mega Caps: Samsung, Tesla

For robotics companies, I have a favorable view on Unitree and Agility Robotics, two humanoid players. And I have largest concentration in Agility Robotics, since I personally prefer US humanoid players. For upstream component exposure, I currently own: - Harmonic Drive (6324) given high content BOM on things like harmonic reduction gear. - Vishay Precision for sensors and a possible candidate for Telsa Optimus. LeaderDrive (688017) and Schaeffler I have favorable views on but don't own personally. Many of the other AI DC players, I have indirect exposure to robotics like memory. Don't recommend anyone to copy, just sharing personal positions/thoughts. Humanoid sector is large, and as seen with Goldman Sachs report that "Korean companies will command a 30% direct and indirect share of global humanoid robot production". Lot of players out there globally. This was an older report but just linking it again since you see all of them pop up in GS institutional reports + what they cover. Agility Robotics is my personal favorite as of now.

How are these bank analysts so bad at their jobs?

@aleabitoreddit Yes I’ve been here the whole time

DID YOU LISTEN ANON? Reuters: New Sivers x GFS strategic collaboration. $SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform. For pluggable optical transcivers, CPO, and SiPH. This is fundamentally the most groundbreaking news for Sivers in history. As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route. I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue. To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.

@DefiWimar Wow bro, what a novel theory! Literally nobody else thought of this, but you did. 🍪

🚨 WARNING: ELON MUSK'S SPACEX IPO WILL DUMP MARKETS! That's the BIGGEST liquidity drain in stock market history. SpaceX is expected to go public on June 12 at ~$2 TRILLION valuation. And if you think it's just another scary headline YOU'RE COMPLETELY WRONG! Money does NOT appear from nowhere. If investors want exposure to $SPCX, they will sell what they already own. - Stocks - Crypto - High beta tech - Other crowded risk trades That one fact explains a lot. Because this is NOT just an IPO. It is a liquidity grab. Everyone sees the hype. Almost nobody sees the forced selling. And it gets worse. Insiders own about 95% of SpaceX shares. The public float is only about 5%. That means insiders are sitting on about $1.66 TRILLION of paper wealth. Most IPOs lock insiders for 180 days. SpaceX reportedly does NOT. Just 60 days after listing, 20% of eligible insider shares can unlock. That is the REAL danger. Investors sell other assets to chase $SPCX. Then insiders get liquidity into that demand. Now connect the dots. - Existing stocks get sold - Crypto liquidity gets pulled - High beta assets dump - Insiders cash out - Retail holds the bag This is NOT a normal IPO. It is one of the biggest liquidity events Wall Street has ever seen. Markets are NOT pricing it now. But they will. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

@blknoiz06 ZEC / TROLL

at the beginning of every crypto bull market to create wealth effect + bring back retail attention, you need: - one crypto major to go parabolic - one crypto meme to go parabolic in 2017/18 it was btc & xrp in 2020/21 it was eth & doge in 2023/24 it was sol & pepe