BetterThetaMane

@traderhc post reeks of ai

Goldilocks still owns the narrative. The risk engine is ignoring it, only wants about 15% in $SPY while forcing over half the book into bonds and GLD. That's not a bear call. It's heat management with oil already through the $78 early-warning. Factor crowding sits at 13 out of 100, so full beta feels free. But when the optimizer prefers gold over equities, free risk is the crowded trade even if factors aren't. Size to the engine, not the label. Cash stays ready for the pullback the distribution still prices.

@Barchart ragebait economics

Semiconductor Stocks relative to M2 Money Supply 🚨 Now trading at double the peak of the Dot Com Bubble 🤯 👀

Grab a coffee and settle in to read v1.10.0 release notes, because it's a long one clocking in at 8 min read time: epilogue.co/changelog/play…. Our team has worked tirelessly for the past 2 months on this update, which focuses on a more refined app just in time for the first batch of SN Operators to reach their new owners.

New update alert 🌟! Playback v1.10.0 is now public and ready to download here: epilogue.co/software/playb…. You'll see increased accuracy, plus major improvements in user experience and overall smoothness when using Playback to play or archive your favourite games.

@Schinzler1 @KoyfinCharts selling into buying pressure

@KoyfinCharts Sooo if outflows are this high why the fuck is the smh higher like wtf

$2.3 billion has flowed out of the VanEck semiconductor ETF over the last week. $SMH

@PurpleDrink_LLC i think its time to short when all short sellers start the "manipulated stock" rant

This guy is gonna be pounding his chest when $INTC takes an inevitable trip back to ~$85 and will be out of sight when it’s at $150+ before this cycle is over

@AF52190193 @BeuvingJordy you're short?

@BeuvingJordy Yet still sitting on billions of loss

Intel Foundry Achieves Breakthrough with World's Thinnest GaN Chiplet Technology $INTC community.intel.com/t5/Blogs/Intel…

*BESSENT: INTEL IS OUR NATIONAL CHAMPION $INTC

@moaltcoins @ChatGPTapp imagine, all the water disappearin

@ChatGPTapp only took 3 billion gallons of water to fix those answers...

at long last

@awakenowzone "my quant" 🤣🤣🤣

My quant was on point with the price action. But the glorious $INTC soar came earlier than expected, thanks to, LBT, and the whole Intel team for actually executing on the plan. This jump didn’t happen on hopes and dreams no matter what the haters like to say. Panther Lake proved Intel is still very much in the game. LBT is proving he has a real game plan. And investors, including Jensen and SoftBank, are showing confidence in that plan. $INTC is going to keep acting like a loaded spring all the way to $ 1T. The investors sitting around waiting for the perfect pullback that never comes are going to regret it when that spring explodes again and again.

@Alex70848763197 idk, maybe Intel manufactures semiconductors besides their own designs, while AMD has no manufacturing? or is this a troll post

Happy for Intel shareholders on the stock performance following the guidance. Lets though put emotions aside: $INTC Q1 beat + guidance → implied ~86x fwd P/E (run-rate EPS ~$0.89) $AMD at ~45x on stronger ~$6.7 EPS consensus Why a premium valuation aganist $AMD? The Momentum.

basically me

@eevblog a question should be why does Yubikey have usb descriptors for a keyboard device in the first place?

@betterdotcom You don't get any of this crap on a Windows machine.

WTF, a Mac can't use a Yubikey? It needs to be setup and I can't press the key because it doesn't have any.

@levelsio @X by the same logic my business is worth $200m lmao

💸 @X paid me a reasonable $12,000 to tweet this month $10,511 ad rev share $1,247 subs revenue (= $11,758 per 28 days) = $12,807/month Median X revenue now since X started paying me is @ $9,000/mo If my X account was a business and valued at just these payouts, it would be worth at 10x @ $1,080,000, or at 20x @ $2,160,000 Although I think a bit more if you value the reach

@yacineMTB @MartinShkreli banger tweet

something interesting is happening in the electrical engineering space. software engineers unilaterally solved software engineering with AI, and as a result are moving to electrical engineering. when they reach the EE world SWEs are like this:

@sacredauroratcg @BobWulff DMCA does have a mention regarding TPMs (that's encryption like DS and Switch has), previous consoles had no TPMs. Nintendo may claim whatever they want, they can say that drinking tap water is illegal, that doesn't mean that a court will entertain their claims.

@BobWulff Good luck in court

“Why is it $20?” I encourage everyone asking that to learn how to *legally* rip your own ROMs.

@sacredauroratcg @BobWulff 17 U.S. Code § 117, you are allowed to make backups. Games are computer programs as well as per case law.

@BobWulff 🤦‍♂️ do your research please.

@harukaawake I remember doing exactly this. I was staying at Nishi-Shinjuku Gochome APA Hotel. Phone battery was dead and it took me what felt like an hour to exit.

🇯🇵 Someone tried to walk from Shinjuku Sanchome Station exit C8 to Nishi-Shinjuku Station exit C8. It took him about 28 minutes. Although I grew up in Tokyo, I can’t do this without getting lost. It’s even harder at night as some paths are closed.

@dxrnell i never understood why people were buying mac minis to use claude when you can run it on whatever.

Openclaw is being massively oversold to you Not because it isn’t powerful. It is But because you have no idea what you’re doing with it You are paying $100’s on api tokens to make an app that already exists You are spending hours building automations that save you 10 minutes a day, when you spend half the day doing nothing anyway You are trying to build entire businesses with prompts when you don’t even know what business you want AI isn’t saving you money or time It’s draining both And nobody’s talking about it because admitting AI isn’t working for you feels like admitting you’re falling behind (fyi, most of the success posts are complete larps) The people actually winning with AI right now have one thing in common They knew exactly what they wanted before AI existed AI just helped them get there faster That’s the difference They think then prompt You prompt then think At some point you stopped thinking and started prompting and didn’t even notice

@TakiUdon_ congrats on the work wishing you the best

A black PS1 is 🔥 (we are now shipping black SS1 Founders/Friends Edition orders.)