deepvaluebettor

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deepvaluebettor

deepvaluebettor

@deepvaluebettor

man in ✨ fínãnce ✨🥴 love to hate nyc 🐀🥀 building @sportfoliokings @bettorgpt

d*mes sq**re Katılım Şubat 2021
353 Takip Edilen3K Takipçiler
AdiiX
AdiiX@adiix_official·
@williamlegate I’ve already apologized to the trader directly for the unclear wording in the post. To clarify the post said “How I built my bot,” and the profiles I cited were referenced as examples of the strategy working in practice, not as my own accounts. I never claimed those wallets were mine. That said, I understand how the framing could have caused confusion, and I take full responsibility for not being precise enough. I’ve also deleted the post entirely out of respect for the trader who felt their PnL was being misrepresented. Reputation in this space matters to me, and I’d rather take down a post than leave any ambiguity about whose work is whose. I explained the full situation to you in DM if this situation is important to you and you have time then you can read it Best wishes to everyone AdiiX
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deepvaluebettor
deepvaluebettor@deepvaluebettor·
@primo_data gen ai isn't going to help . ppl need to be way more worried about ai's impact on the dating market than the jobs market
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Primo Data
Primo Data@primo_data·
Gen Z drinking less. Also Gen Z, higher depression rates and having less sex. Get laid and live a little, jfc.
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deepvaluebettor
deepvaluebettor@deepvaluebettor·
when do rest advantages matter the most in the NFL ? broke : LATE in the szn 🤏 woke : EARLY in the szn 💪
deepvaluebettor tweet media
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deepvaluebettor
deepvaluebettor@deepvaluebettor·
@chisportzguy damn ur right 👉🏻👈🏻🥹 , guess it just seemed like a full day lol
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Uncle Bob Martin
Uncle Bob Martin@unclebobmartin·
Sometimes they are SO smart. Sometimes they are SOOOO dumb. It's like talking to the Rain Man
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deepvaluebettor
deepvaluebettor@deepvaluebettor·
@AllenBogarty my main point is he has been directionally ahead of the market in all of these examples ( ex levis )
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Allen
Allen@AllenBogarty·
@deepvaluebettor Shough hasn’t shown to be a good or very good QB yet. Mayfield has been viewed as an above average QB-good for awhile imo — which he is. But Joe is too high on Mayfield. I think we can safely say Levis isn’t a good QB at this point
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deepvaluebettor
deepvaluebettor@deepvaluebettor·
grown men malding over this bc out-of-consensus thinking is *that* unfashionable v easy to understand why ppl don't *like* joe , but he's unequivocally one of the best qb evals on twtr . he clearly puts in the time , && no one fr my pov has hit on so many edge cases like he has
Joe@JoeA_NFL

I tiered QBs based on who I'd want to start a franchise with RIGHT NOW. Contract value, age, & opportunity cost are all factors. E.g., Drake Maye is the most valuable QB. Josh Allen might even be a little better, but Maye is YOUNG & CHEAP. And probably better. Explanations👇

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deepvaluebettor
deepvaluebettor@deepvaluebettor·
@Flupnolide @grpwins so unless u call the abs bottom it's a de facto bad bet ? u bet the game 90min to tip ? would circa for sure have taken the full $50k at +130 ? source of steam into tip was all smart $ ? i'm not like grp levels of delulu , but clv worshipers are just not v imaginative
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Chris
Chris@Flupnolide·
@grpwins george it was sarcasm, obviously +110 is a horrible price lol
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deepvaluebettor
deepvaluebettor@deepvaluebettor·
@AllenBogarty was also early to call tops on daniels && stroud when everyone was calling them top 5 qbs . still early but he's been proven right on them as well thus far . i mean , he has a lot . i can't list them all out
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Allen
Allen@AllenBogarty·
@deepvaluebettor He takes hard stances on guys though, which I can respect. I’ve seen significantly more misses than hits though. For every Drake Maye call (which isn’t even that crazy) there’s two Will Levi’s calls
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deepvaluebettor
deepvaluebettor@deepvaluebettor·
@KevinStott11 there is dumb greedy && clever greedy . they are the former . these are markets are chump change . -ev in terms of revenue gained to aura lost .
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PurpleKevin® 11:11✄
PurpleKevin® 11:11✄@KevinStott11·
@deepvaluebettor 10000000% bro The greed wont let them not I love BB and Survivor 30 years, love betting. Don't nees to have a bet to ruin or care for these shows or have the season or arc ruined knowing Aubry won't be eliminated all season. Ruins the watch.
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deepvaluebettor
deepvaluebettor@deepvaluebettor·
@EventWavesIO almost every negative headline has been precipitated by a v obv outcome . what's perplexing is that no one at these companies actually learns fr their mistakes .
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deepvaluebettor
deepvaluebettor@deepvaluebettor·
@KevinStott11 it's v easy . u don't make markets on pre-recorded events . this is a no-brained . take a stand . earn respect . act like the f*cking adult in the room . talking abt leveling up to trillions when they are still dicking around in these totally unserious endeavors .
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PurpleKevin® 11:11✄
PurpleKevin® 11:11✄@KevinStott11·
@deepvaluebettor and yet it's the insider traders and politicians who know nothing about it creating the headlines, not the PMs...people need to be responsible for their own actions Kalshi and Polymarket didnt know Final 3. The show did. "lie, cheat, and steal..."? Someone who knew F3
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deepvaluebettor
deepvaluebettor@deepvaluebettor·
@AllenBogarty srs . he has his hits && misses ( like everyone ) , but dude swings big ( && not just to do so ) . it's wild to me ppl can't disentangle him acting like an a**hole fr his well researched && substantive analysis ... which has led to many GREAT calls few have made
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Allen
Allen@AllenBogarty·
@deepvaluebettor Did you just call Joe one of the best QB evaluators??
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deepvaluebettor
deepvaluebettor@deepvaluebettor·
@threelinecap @chooserich the price of compute ( inc hardware ) has been transparent && only gone up ... subsidizing tokens in perpetuity is how these companies *actually* go bankrupt . no one is giving up on using ai ( heavily ) , but yes the idiotic mindless && reckless usage ( 🦀 ) is donezo
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Three Line Capital
Three Line Capital@threelinecap·
@deepvaluebettor @chooserich Bankruptcy is doing heavy lifting in OP post, but subsidies ending is the point. How many are sticking around when the true price of compute shows itself? Microsoft and Uber headline this week were interesting.
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Nick O’Neill
Nick O’Neill@chooserich·
The race is on to see if Anthropic or OpenAI goes bankrupt first... As token costs surge, they're churning out their largest customers.
KΞRL_✂️@KRL_defi_

. @chooserich says AI companies are starting to run into a major cost problem as model pricing continues getting more expensive. “Uber has already used its 2026 AI budget due to Claude Code. A lot of companies are ending up in this same position.” “Gemini’s latest Flash model is effectively 600% more expensive than the previous one they’re deprecating.” “Anthropic might finally become profitable, but the question is whether that profitability is built on an unsustainable business model.”

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Joe
Joe@JoeA_NFL·
I tiered QBs based on who I'd want to start a franchise with RIGHT NOW. Contract value, age, & opportunity cost are all factors. E.g., Drake Maye is the most valuable QB. Josh Allen might even be a little better, but Maye is YOUNG & CHEAP. And probably better. Explanations👇
Joe tweet media
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