Michel

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Michel

Michel

@micmat02

Forward thinker (usually wrong). I come in peace. Lots of typos and innacurate English.

Katılım Ocak 2010
3.5K Takip Edilen821 Takipçiler
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Michel
Michel@micmat02·
Putting a 📌 on this
Andrej Karpathy@karpathy

Of ~200 books I've read, the few that stayed with me over time and I find myself often thinking back to or referring to, in ~random order: All short stories by Ted Chiang, especially Exhalation, Division By Zero, Understand, The Story of Your Life, Liking What You See, The Lifecycle of Software Objects, What's Expected of us, just excellent themes ideas and reading all around. The Selfish Gene (nonfiction) - a classic for understanding evolution and natural selection, especially the realization that the gene is closer to the real unit of selection more than an individual, explaining altruism and colonies and a lot more. The Lord of the Rings (fantasy) - I return to LoTR all the time for comfort. I don't think anyone else has created a high fantasy Universe this complex, with so much mythology, symbolism, new languages, mysterious system of magic, ancient and powerful beings and artifacts, beautiful writing and dialog, themes of courage, friendship and heroism, the list goes on and on... You're thrown into a world with characters and references to so many things that are part of this ancient world and never really introduced. There's always more to find on each reading. The Martian (~scifi) - top tier science porn, competence porn, fast paced and fun. The Vital Question (nonfiction) - First time I intuitively grokked the bridge from geology to biology, the origin of life, and likelihood of life in the Universe at large at various stages of complexity and development. Also all other Nick Lane books. How To Live by Derek Sivers (nonfiction) - 27 conflicting answers to how to live life. Emphasizing the diversity of consistent and possible answers to the meaning and goals of life. 1984 (nonfiction) - Classic. Newspeak, Ministry of Truth, Doublethink, Thoughtcrime, Facecrime, Unperson, the list just keeps on going. Chilling world-building and the realization that weaker equivalents of everything exist. In Defense of Food by Pollan (nonfiction/food) - Eat food. Not too much. Mostly plants. The book that first taught me to avoid the entire center of every grocery store and only shop on the outer ring. The realization that the food industry is out of control and the things they do with your food, what they put into it, what they are allowed to do, and how they are allowed to market it to you is quite a lot worse than I thought. The Accidental Superpower by Zeihan (nonfiction/geopolitcs) - I've found Zeihan to be a bit of a mixed bag over time but I still remember his books (esp this one) to be elucidating on geopolitics. Countdown to Zero Day (nonfiction/cyberwarfare) - Goes into detail on Stuxnet, imo very important and highly elucidating reading on cybersecurity, the future of warfare, and AGI. A Fire Upon the Deep (scifi) - Chapter one only, incredible portrayal of what superintelligence will be like that has stayed with me since. Guns Germs and Steel (nonfiction/history) - I'd probably recommend a summary of this book more than the book itself. I remember it being very dry, but it was very interesting because it is a comprehensive analysis of the resources grid (food, animals, freshwater, climate, ...) in our real-world game of Civilization, and the implications there of. Flowers of Algernon (scifi) - Just a totally crushing masterpiece on intelligence. Atlas Shrugged (scifi) - No one finishes this I think but the first few chapters and its worldbuilding are enough and, once seen in an exaggerated form in fiction, elements of it cannot be fully unseen in reality. An Immense World (nonfiction/bio, by Yong, among others of his) - Nice book on so many different sensors used by various animals, you repeatedly realize human senses are super inadequate and that we only measure such a tiny sliver of reality. The Master Switch (nonfiction/tech history, by Wu) - history of information technologies telegraph, telephony, radio, television, film, cable television, internet and the pattern of "The Cycle", where each medium starts decentralized, open and idealistic and then progresses towards centralization, control and oligopoly, for the very similar reasons, by very similar means, and usually at the expense of diversity, innovation and technological progress. Quite a few connections to draw on for LLMs, which are after all an information technology too. (I take recommendations for more that are likely to make this list!)

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Michel
Michel@micmat02·
Imagine shorting arguably one of the highest quality names with a monopoly in the hot topic of this decade trading at a not so unreasonable valuation when there is a broad selection of growth crappy companies still trading at unreasonable values. If anything, i'll just buy more NVIDIA hand over fist if / when it drops substantially. If you want to short, just short JOBY ffs !
Cav@CavanXy

Nvidia.. cliff edge

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Michel
Michel@micmat02·
$PL Planet Labs just hit $12Bn market cap today, from $2Bn less than a year ago. The prophecy has come true.
Michel@micmat02

@planet $PL is a $10b stock

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Michel
Michel@micmat02·
@karpathy Ok for a 6 and 8 year old to watch with daddy? Official ratings say no but kids want to join me…
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Andrej Karpathy
Andrej Karpathy@karpathy·
Had to go see Project Hail Mary right away (it's based on the book of Andy Weir, of also The Martian fame). Both very pleased and relieved to say that 1) the movie sticks very close to the book in both content and tone and 2) is really well executed. The book is one of my favorites when it comes to alien portrayals because a lot of thought was clearly given to the scientific details of an alternate biochemistry, evolutionary history, sensorium, psychology, language, tech tree, etc. It's different enough that it is highly creative and plausible, but also similar enough that you get a compelling story and one of the best bromances in fiction. Not to mention the other (single-cellular) aliens. I can count fictional portrayals of aliens of this depth on one hand. A lot of these aspects are briefly featured - if you read the book you'll spot them but if you haven't, the movie can't spend the time to do them justice. I'll say that the movie inches a little too much into the superhero movie tropes with the pacing, the quips, the Bathos and such for my taste, and we get a little bit less the grand of Interstellar and a little bit less of the science of The Martian, but I think it's ok considering the tone of the original content. And it does really well where it counts - on Rocky and the bromance. Thank you to the film crew for the gem!
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Bradford Ferguson
Bradford Ferguson@bradsferguson·
What if I told you there was a company trading at 5.5x next quarter's annualized profits, 0.06 price-to-earnings growth and forecast to more than double earnings... just had a better quarter than Tesla ever had... and profits will likely more than double from here?
GIF
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S&J Investments
S&J Investments@SJCapitalInvest·
$PL WOHOOOOO! If I am honest, this is 99% Gemini. I uploaded all my frameworks and told it where to pull data from. It told me I had to buy it based on my methodology. I wanted to own space, so I listened Frameworks work. AI works.
S&J Investments@SJCapitalInvest

I bought $PL Commons. No options. I am going to treat it like $BE. Early leader in important space. I like the growth. I like the margins. I like the valuation comped to peers. I like the defense exposure. I like the runway. I want to own it long term. 🔹

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Michel
Michel@micmat02·
Not their first time doing this to Tesla, so no benefit of doubt. It’s good to be an “insider” like us and get this clarity of how not only mainstream media but also internet content creators with huge exposure manipulate their audiences for the benfit of sponsors and clicks. Keeps us on the top of our game!
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Devin Olsen
Devin Olsen@DevinOlsenn·
@micmat02 @SawyerMerritt @carwowuk Yeah I guess - I try to give people the benefit of the doubt and just assume they’re stupid or ignorant. It seems so much worse to do this knowingly.
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
Carwow just released a new video to its 11 million YouTube subscribers titled: "Why Tesla Full Self Drive is Pointless!" @carwowuk misleads its viewers into thinking Tesla’s Autopilot is FSD, even though FSD hasn’t been approved in the UK yet. Autopilot isn’t meant for city driving, yet they test of bunch of scenarios that Autopilot wasn't built to do in the first place....
Sawyer Merritt tweet media
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Devin Olsen
Devin Olsen@DevinOlsenn·
So frustrating how misinformed people will spread news like this and just keep the cycle of misinformation going. This is genuinely a huge part of why I started making FSD content - seeing so many people online who were trying to discredit it. I am sure they won’t, but it would be nice for @carwowuk to come out and make an apology.
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Rangaraj Srikanth
Rangaraj Srikanth@RangarajSrikan1·
Tesla and Elon 101, When Elon announces a lot of things, it means he’s trying to push his team. But this also means, things are either just starting out or not going well. These are the projects one should be bearish about in the near term. Don’t get sucked into the vortex. He stays silent or gives minor updates on projects which are actually doing quite well.
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Michel
Michel@micmat02·
@mbateman Dis your 6yo asked about sex or did tou purposefully introduce the topic?
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Matt Bateman
Matt Bateman@mbateman·
*bus passes through red light district* 6yo: What’s a sex shop? me: A place where some grownups buy things to make sex more fun for them 6yo: *extremely matter of factly* But sex is disgusting
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Michel
Michel@micmat02·
@StonkChris I was hoping it would backtest $48 for another buy but they didn't let me.
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Chris
Chris@StonkChris·
Morgan Stanley apparently upgraded $LMND this morning, but I didn’t even notice the headline until now. When you approach the market as a technical trader, this type of thing becomes far less surprising. Institutions almost always accumulate shares around key horizontal support zones…and then the upgrades conveniently follow shortly after. It’s rarely a coincidence. This is exactly why I share what I call “Smart Money” buy zones. More often than not, these institutions are simply accumulating at obvious technical support levels and then the narrative shifts once positioning is already established. It sounds cliché, but once you understand how the big players tend to operate, a headline upgrade on a stock like $LMND right after it bounced from a key support level stops being surprising altogether.
Chris@StonkChris

$LMND has effectively shaken out weak hands over the past several weeks while coming back to retest this critical HTF horizontal support/resistance flip zone, which so far is holding exactly as anticipated. Price also remains above the weekly cloud, keeping the broader trend structure bullish, while the weekly RSI has continued to steadily trend higher since 2022, showing improving long-term momentum. To me, this is the precise buy zone, and I would expect this area to continue attracting institutional demand. Once this local bottoming process finishes, I believe the next leg higher begins, with an initial move back toward the prior highs near $100, followed by the next major HTF target around $130 over time.

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Michel
Michel@micmat02·
@willywoo @davesob When do you think is reasonable to expect a market bottom? End of the year or a longer bear cycle?
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Willy Woo
Willy Woo@willywoo·
@davesob Out to end of April. I will always hold my views lightly according to liquidity changes (I don't use price levels). If capital comes back in force with the right type of long term investors, then I'll happily change my views.
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Willy Woo
Willy Woo@willywoo·
Despite a local rejection of mid-70s, investor flows have been in consistent recovery since mid-Feb. Meanwhile expected volatility (VIX) on equities is hinting for a switch to "risk on" in coming weeks. BTC sold off WAY TOO FAST in this early bear market and current conditions are setting up to test mid-80s which is the cost basis of short term investors. This is NOT me saying the bottom is in. BTC is solidly in the middle of its bear market through a lens of long range liquidity. Typically, after fast downward flushes like we have had BTC likes to go sideways and mount a rally where resistance is tested. Bull trap forming.
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Michel
Michel@micmat02·
@wholemars I’m orders of magnitude more excited.
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Ste phen
Ste phen@juststiles_·
@elonmusk Elon launched a car into space as a marketing stunt while Tesla keeps missing delivery promises on Earth. The Roadster has been ‘coming soon’ since 2017 that’s longer than it took to put a car in orbit. At least the one in space is on schedule.
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Michel retweetledi
Secretary Sean Duffy
🚨 Are you ready to ditch your steering-wheel? ⁉️ We just held the first-ever National AV Safety Forum at DOT HQ @NHTSAgov We’re cutting red tape ❌ and empowering our innovators to build big, beautiful, AMERICAN-made AVs 🚘 THE FUTURE IS MADE IN THE USA🇺🇸
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