obsidian

Big news for $META - year of efficiency AGAIN

databricks and co, welcome to the public markets!

there is one thing all the AI winners in software have in common and that is not having to file quarterly reports with the SEC

of the tech analysts you interact with MOST regularly (either buyside or sellside) roughly what % do you think have used AI coding tools like claude code/oai codex & have pushed code into production?

Spend too much on capex, jail Spend too little on capex, jail You spend just right on capex, believe it or not, jail

There’s a great divide in the software investor base right now- 1) those that were on the JPM internal IT call, 2) those that weren’t the first group is bidding software at the open Monday. Sorry no replay is available

Why does anthropic have 1,400 engineers if the models are writing most of the code

attention $meta bears

“Good trading is a peculiar balance between the conviction to follow your ideas and the flexibility to recognize when you have made a mistake. You need to believe in something, but at the same time, you are going to be wrong a considerable number of times. The balance between confidence and humility is best learned through extensive experience and mistakes. There should be a respect for the person on the other side of the trade. Always ask yourself: Why does he want to sell? What does he know that I don’t? Finally, you have to be intellectually honest with yourself and others. In my judgment, all great traders are seekers of truth.” -Michael Steinhardt

@yieldyumi @HoodieChicken i think so, eventually. but that doesnt define price action in any one week, and i think its something you dont want to own next 2 weeks.. US holders who have held out for long term tax basis will now be selling

@obsidian_cap @HoodieChicken Do you think team ever does another airdrop?

$HYPE one of the worst looking charts atm what's going on?

@SamuraiTakedown price action is reflexive and completely drives sentiment. Nothing else to go by absent price, sentiment and technicals which creates the vol we are seeing

I swear this market is actually insane. We were all flexing 126K BTC literally a few weeks ago every influencer screaming “150K SOON,” everyone acting like this bull run was going to last forever. Now? 85K. Just like that. A whole 40K shaved off like it meant nothing. S&P 500 tank → Crypto randomly dies. Leverage gets wiped → “Healthy correction Whales buying the dip → Retail panic selling → “All part of the plan.” Every time BTC goes up: “Institutional adoption!!! 🚀🚀🚀” Every time it crashes: “Uhh… FUD… temporary… bear trap… trust me bro.” We just watched $1 TRILLION evaporate in a MONTH and people still pretend this is “normal.” Honestly curious where you guys stand. Because right now the entire market feels like it’s hanging by a thread and everyone’s too scared to admit it. Let’s hear the copium. Or the doom. Whichever side you’re on

Happy Friday to those who celebrate

$NVDA JENSEN HUANG: “CLOUD GPUS ARE SOLD OUT. BLACKWELL SALES ARE OFF THE CHARTS” Jensen protecting the value of his signed memorabilia

I said burry bear case dead on arrival but I didn’t think he’d terminate his fund immediately post the $CRWV call

$pltr Karp preparing for his meeting with Burry

$meta sentiment chg on x visualized in 2 graphics