Bugzy

@SpecialSitsNews Isn’t it not as useful now vs when buffet popularized it as many us companies generating revenue overseas

Buffett indicator currently off the charts, but also because tech margins are at all time highs x.com/AnilVohra1962/…

@LeadingReport 😂

Scott Jennings snaps at Adam Mockler: “Get your f*cking hand out of my face!”

@yacineMTB You must weigh 300 lbs

If I ate this for dinner I would wake up after one hour of sleeping out of deep unsatiated hunger

@crux_capital_ related firstpasslab.com/blog/2026-03-2…

CEO of Kopin Corporation just dropped a bomb in this interview $KOPN My two worlds are colliding. Data center interconnect, and microLEDs that have traditionally lived in defense. He called it Project Shasta. This post is going to be a bit technically dense, but stick with me and ask questions as needed! Here is the concept as he described it. A microLED is usually a display. A ton of tiny pixels that emit light to form an image. Shasta is the same hardware idea, but you use the pixels to transmit data, not pictures. In other words, light becomes the link. If that sounds familiar, it should. This is the same direction the interconnect stack has been moving that I cover exhaustively on this page. We are trying to move bandwidth with less power, less heat, and less loss. That is why optical keeps moving closer to the compute. What really interested me is the framing. He is not talking about a normal optical transceiver. He is talking about microLED to microLED communication through air, at very high data rates, as a possible alternative to the traditional path of copper plus retimers, or fiber plus optics. To be clear, he also said it is not ready for prime time. So I am not modeling this as a near term revenue driver. I am treating it as a real option on a future architecture shift. Lets look at the implications incase this becomes real... First, it is a direct attack on one of the hardest parts of modern compute. Moving data is becoming more expensive than computing on it. Every step of the journey adds power draw, heat, latency, and packaging complexity. The idea of turning the link into “light over distance” is an attempt to reduce how much hardware you need in between two endpoints. Second, it is a shot at the power bottleneck. In dense compute, the system spends a lot of energy just pushing bits across short distances. If you can move information with light more efficiently than copper, you reduce the watts burned on the interconnect and you reduce the cooling burden that comes with it. That feeds back into higher compute density per rack. Third, it changes where value lives. The industry has spent decades building an entire ecosystem around modules, connectors, fiber, cages, retimers, and board level plumbing. A credible optical “over the air” link would push value toward whoever controls the emitter, the receiver, and the integration know how. It becomes less about swapping parts and more about designing the platform. Fourth, it would pull optics inside the box in a new way. We typically picture optics as something that leaves the chassis through fiber. Shasta is implying an internal optical fabric where components talk directly using light without a physical cable between them. That is a different mental model. It is closer to optical wireless inside a system than it is to what we call a transceiver today. Fifth, it is a very high bar technically, which is why it is interesting. If you are sending data with microLED pixels, you need the light source to switch extremely fast. You need the receiver to interpret that signal cleanly. You need optics that collimate and aim the light. You need alignment that stays stable despite vibration, thermal expansion, and time. And you need it to work at scale, not as a lab demo. If someone clears those gates then it is a real architecture unlock. To close, if compute keeps scaling, the interconnect cannot stay a side issue. It becomes the system. Any credible path that moves bits with less power and less complexity is worth paying attention to and will draw investor curiosity, even if it is early. I'm pretty mind blown right now. Will absolutely stay on top of this Video linked in comments

@SaiPuli845847 @PradeepBonde It’s just an extended after hours / pre market low liquidity bull shit. Does anything really move at 7:00pm? It will be the same at 2:00am except for the occasional mover.

@PradeepBonde What do you think about 23/5 market hours that have been proposed? How do you think this will change Episodic Pivots?

@GlizzyHiroshima @short_cap You use a tight stop loss cause u trade peanut size

@shitadel_poo @short_cap Oh with a tight stop loss it’s only thing that matters actually. No wonder 95% of y’all are unprofitable 😂😂😂😂

Retail traders , what is obsession with the need to be short biased ?

@GlizzyHiroshima @short_cap Win rate means nothing

@shitadel_poo @short_cap Bro what part do you not understand? I only win - shorting, basically….

@GlizzyHiroshima @short_cap You can have a strategy that loses 90% of the time yet it’s still +EV

@short_cap Yep cause winning 80% of time isn’t better than losing 65% of the time LOL I’m dead 😂😂😂

@shwordfish @LukeWolgram You could do this on a napkin

@LukeWolgram It’ actually matters. Building models help me understand how companies generate revenues and cash flow and profits. Once you build 1 or 2 its gets easier if you are focused on a specific sector or sub sector.

Hot take: None of this shit actually matters at all. Nobody knows how much cash flow a business is going to generate. Your 150-line model is as good (or bad) as my 2-line model.

@JohnnyOfive @alienatedlabor0 @grok @elonmusk Then read the studies instead of going by gut feel lmfao

@alienatedlabor0 @grok @elonmusk Being cautious about anything that is promoted this much…. Is a bad thing now? As if there has never been an incident where you were taught lies? Brother! Be careful outside…

Grok groks

@readtheticker @EconguyRosie fred.stlouisfed.org/series/WRESCRT

@EconguyRosie Any idea what he FRED database code for 'Outstanding Reserve Bank Credit'?

The Fed is saying it has no intention of cutting rates. But it’s not about any inflation concern. It’s because the central bank has already been easing through the back door with its renewed balance sheet expansion – increasing at a 10% annual rate over the past four weeks! This liquidity bulge has added rocket fuel to the end-of-war market euphoria. Never mind Donald Trump – Jay Powell still has your back!

@toiletkingcap your dick is hanging out of your pants

When I have to alert someone (generally older) that their fly is open, I usually tell them their barn door is open. I have never shut a real barn door. I’m going to change that saying. Open to suggestions

@beach_trades index flows?

still can't tell me not one big algo

@IncredibleTrade time to buy two penthouses, $4.99M each

❤️

@JapanDeepValue1 @orrdavid There was only two days to cover between asset sale news and when short interest data is collected (March 31st).

@orrdavid so strange to me there was a large short interest on this when the special divvy payout from the shoe business sale was going to be around $2.2

The joys of short selling. $BIRD

$FLYX merger essentially a backdoor capital raise

@citrini the new "$50M convertible financing facility"... 90% of it "are solely at the option of the Investor"

Can we please wait until we’re like at least 5% above previous all time highs to start doing this shit

$BIRD will only get $5,000,000 initially off the convertible notes, the remaining "additional tranches are solely at the option of the Investor."

@Merridew__ Do they typically work 100% of the time?

@kelanfar Preferably a halt up like November 2021

$CAR very legal move. Yes, it's a legal move and part of "normal" price action. I am not being sarcastic. If you think this "cannot be happening" you need to have a reality check. I will start getting surprised if it has 5 more green days in a row and goes straight to $600 without a red downtick. MUCH crazier things have happened in markets. That said chart looks very tempting for a short. I tried two days last week and stepped away, but probably will try again tomorrow or after tomorrow. Wonder what the experts are thinking though?