Sabitlenmiş Tweet
Industrial revolution:
1. Coal/Steam : 1765-1800s
2. Gas/Oil: 1800s-1900s
3. Internet: 2000s
4. Intelligence: 2024
English
Archimedes
3.1K posts
Archimedes
@arXmedes
$LITE $SIVEF tech, crypto, finance, economics, physics, math & meme monitoring and alerting realtime flows in Thinkorswim
Katılım Haziran 2009
3.6K Takip Edilen526 Takipçiler
@arXmedes @__tinygrad__ @n_reruns magnus carlsen sees the correct chess move in his head, if i used stockfish to see the correct move i'd be cheating
English
The AI panic is really unbelievable today. The level of delusion and hype have grown to mythic proportions.
Has AI beaten Pokemon Red yet? Like a normal 6 year old does, by looking at the screen? Oh it hasn't. But all jobs are over in 18 months? This website is full of idiots.
English
@DrewHawkswood @__tinygrad__ @n_reruns Sure until we figure out a better algorithm and hardware. Same can be said to kids, you don't expect a 1 year old kid to start beating Pokemon Red
English
@arXmedes @__tinygrad__ @n_reruns No, different way to process data and anyway there's no amount of context memory we could add right now that could fill that enormous gap
English
English
English
@__tinygrad__ @n_reruns but that's what the kid sees/process in his brain no ?
English
@n_reruns ugh. see all the "<extracted_ram_data>" in the prompt? you need that as a kid to beat the game? gpt-plays-pokemon.clad3815.dev/legacy/red/liv…
English
@the_smart_ape Fake news, twitter account isn’t even real @Demilogic
English
> use a google account for 15+ years
> do everything with it: youtube: google, drive, playstore
> launch a saas
> stripe, slack, notion, vercel, ....: sign in with google
> wake up and see: "your account has been suspended for ..."
> can't open notion → 3 years of client files gone
> can't open stripe → can't refund
> can't reach cofounder (slack-sso-via-google)
> domain renewal notice goes to dead inbox
> lose a $140k mrr saas
> still don't know what i did wrong
> mfw "sign in with google is more secure than passwords"
The Smart Ape 🔥@the_smart_ape
English
@adcock_brett Sorry what is the robot even doing ? Just flipping it around without the tag?
English
Congrats to Aime!! He said his left forearm is basically broken 😂
Final scores:
→ F.03: 12,732 packages (2.83 seconds/package)
→ Aime: 12,924 packages (2.79 seconds/package)
This is the last time a human will ever win
English
@kimmonismus Never trust what Mustafa says , dude can’t even get copilot right
English
Mustafa Suleyman says 18 months until AI automates all white-collar work.
Microsoft AI CEO Mustafa Suleyman predicts "human-level performance on most professional tasks" within 18 months. Accounting, legal, marketing, project management, all fully automated.
"Suleyman predicted “human-level performance on most, if not all professional tasks” being done by AI. Most tasks that involve “sitting down at a computer” will be fully automated by AI within the next year or 18 months, he said, naming accounting, legal, marketing, and even project management as vulnerable." (Fortune)
Suleyman says his mission is building "superintelligence" and that creating a new AI model will soon be "like creating a podcast or writing a blog."
Via Fortune
English
apparently, google antigravity's last update was over a month ago
ridiculous, honestly
months after launch, it's still unstable, loses recent project context, forgets checkpoints, and performs worse than codex or claude code
at this point, either google is preparing a major upgrade, or antigravity is quietly heading toward shutdown
English
USA has ChatGPT
USA has Grok
USA has Claude
USA has Gemini
China has DeepSeek
China has Qwen
China has Kimi
China has MiniMax
Europe has?
Indonesia
This continues to be a perfect market for $QQQ ratio put spreads.
A strong AI narrative provides support beneath an overstretched market, limiting the downside while still making drawdowns likely.
It’s about understanding the full psychological dynamic of a situation and building a strategy around it.
Z@ZeeContrarian1
$QQQ: Trade Review - Either Way I Win We’re currently seeing two main forces driving the market. On one hand, earnings are solid and momentum is very strong as we see a historic run in tech. On the other hand, the situation with Iran doesn’t seem close to being resolved. At the start of last week, I said a small pullback was likely after markets had gone parabolic. I was clearly wrong on that call-you cant argue with price . But because of how I structure my trades around my views, I still make money-as long as I’m not wrong about a major correction. This is exactly why I don’t believe in traditional hedging. The only hedges I find useful are more creative tools like $VIX exposure or ratio spreads. I use ratio spreads when I see a reasonable probability of a shallow drawdown. I use $VIX when I believe there’s risk the market is not pricing in-when volatility is cheap and asymmetry is attractive. There’s no straightforward way to hedge a portfolio that is consistently beneficial, in my view. You have to hedge what you believe is actually coming. So yes, I made the wrong call in terms of timing-I expected a shallow drawdown and suggested a ratio spread. But since it was opened almost for zero cost, it’s still profitable. And if we do get a pullback this week, it could become VERY profitable. Either way, I win.
English
@DeepValueBagger Er no ? People using AI and browsing IG and FB are very different group of people
English
$meta at its core monopolizes attention. No attention equates to no ads revenue. DAU, MAU are your metrics.
As someone deep in tech at the time, I saw the battles and we were one of their biggest startup disruptor.
Early on its biggest threat was Yahoo copying their features but Yahoo was too slow. Google copied the feed but couldn't drive enough users, and keep up with Facebook features. At the time Gmail gained a lot users, and Facebook thought they could disrupt it with messenger as a novel way to replace email (it didn't catch on). Then out of nowhere, we had Instagram scaling users the fastest for its time. Facebook made a copycat app and it failed. Snapchat came out disrupted, and Facebook once again came up with their own app, now integrated as Stories. Whatsapp disrupted Messenger at 1bil users active per month.
$Meta was able to acquire instagram and whatsapp, but not snapchat. Meta kept adding features eventually displaced Snapchat.
IMO, the biggest disruptor to $meta now is Anthropic, and OpenAI. Why? People are spending more time on AI, and building new products that capture "attention".
Both AI companies are worth over 1T. And $meta can't buy them. So they have to just fight them through aggressive capex and defend their single stream business.
English
Can someone do the same for $AXTI
x.com/arxmedes/statu…
Kova@kovainvest
Went to $POET's Toronto HQ in person today Address: 120 Eglinton Ave East $POET is on the 11th floor, Suite 1107 Couldn't get up 11th floor requires an access code So I messaged a lash studio on the same floor Just a few doors down from $POET Their reply: "we are not open and not doing business" "the business is no longer operating" Google Maps shows them with 5-star reviews Looks like an active business Reality: the entire 11th floor is quietly emptying out I have more on-the-ground research coming Stay tuned 今天我亲自去了 $POET 多伦多总部 地址：120 Eglinton Ave East $POET 在11楼，suite 1107 我上不去 11楼需要access code 我给同楼层一家美妆店发了消息 就在 $POET 隔壁几个房间 对方回复： "we are not open and not doing business" "the business is no longer operating" 整层楼很多business正在大规模空置
English
@aleabitoreddit What are your thoughts on $AXTI anymore room to run ?
English
$AAOI is now up ~6-7x at $200+.
Feels like nobody else was long last year aside from me and like two other people on X?
Remains one of my top high conviction optical longs moving forward into 2027 due to massive revenue ramp + Made in America supply chains.
English
BREAKING: President Trump says "the great" Jensen Huang of Nvidia, $NVDA, is currently on the Air Force One with him on the way to China.
Trump says Elon Musk, Tim Cook, Larry Fink, Stephen Schwarzman, David Solomon, and many other CEOs are joining him on the trip.
English
BREAKING: eBay has rejected GameStop’s, $GME, $56 billion acquisition offer and called it “neither credible nor attractive.”
English
Portfolio update: $5.4M
Officially 50% of my original $10M goal.
I set that goal back in 2017, not long after I started investing, and seeing it now within reach feels surreal.
A thing I have to talk about is option selling, mainly CCs, while they generated nice returns during a draw down, they have capped my upside massively during the recent run, I believe that without them I could be at around 6.5M today.
The lesson learned is to utilize them on lower portions of my positions.
I’m not stopping here though. The goals will keep getting bigger, and I’ll keep sharing my journey, research, and ideas publicly for free like I always have.
That said, I’m also launching a subscription service for those who want beyond what I already do:
• Live buys & sells
• Ideas shared earlier
• Direct access to DM and discuss anything.
Some of my friends here got backlash over launching a subscription service, be gentle with me, it's definitely optional, non-subs get the same as always. 🫡
I genuinely appreciate everyone who’s followed along, engaged with the posts, challenged my ideas, and made this journey a lot more enjoyable.
Hopefully we continue winning together for many more years.
English
$AAPL is up roughly 15% over the past month. It’s that easy.
People imagine investors like Stanley Druckenmiller spend all day staring at spreadsheets, Excel models, and endless numbers.
They probably barely look at them, I know I don’t.
Those things are necessary early in your career, much like learning syntax before vibe coding. But at a certain level, you simply see a situation and the logic becomes obvious. Not with certainty, obviously, but with high probability.
While some people need numbers to understand things, other people just look at a situation and it becomes clear. The logic is obvious just by observing it.
Imagine watching the same kid for 10 years.
The moment he opens the door, you already know he’s going to knock over the cookie jar in the kitchen 10 seconds later.
A Harvard grad or analyst might ask:
“Did you calculate the speed of movement?”
“Did you model the probability?”
“Did you extrapolate the timing?”
No.
You just knew.
You’ve seen the patterns enough times that the outcome becomes intuitive. You notice his eyes are half closed, the way he’s walking, the speed, the direction, the mood.
You already know how the sequence will likely play out.
That’s what high-level investing and decision making often feels like.
Not certainty.
Pattern recognition refined through logic and repetition.
I call it vibe investing.
Z@ZeeContrarian1
$AAPL is the only laggard in the monster move in the Mag 7; I think it will outperform the rest in the near future.
English
@kevinxu bro swung and missed - sold $HIMS and looking for next bagger - you subscribers
English
