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VIX

@vixflatline

Reformed statistician turned quant. HFT, ocaml, and micro-inefficiency connoisseur. Non-partisan. Southern Baptist. Currently between Jordan, KSA, UAE.

Katılım Kasım 2023
655 Takip Edilen5.7K Takipçiler
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VIX
VIX@vixflatline·
Our Brian is at Peace There is no pain in this world like a mother having to say goodbye to her son. It is an anguish I would not wish on anyone, an agony that rips a hole in the fabric of your soul. My heart is broken beyond words. My beautiful son, Brian, passed away peacefully at 8:13 PM on the evening of August 28th. He was not alone. He was surrounded by all the love in the world—his devoted wife Alicia, his precious little boy Josh, his brothers, and I were all holding him as he finally went home to God. He fought so hard, for so long, with a strength that amazed me every day. Now, his fight is over, and he is finally free from all pain. But a mother's pain is just beginning. Please keep our family in your prayers. We are clinging to each other and to the beautiful memories he gave us. everloved.com/life-of/brian-…
VIX@vixflatline

Soon enough, by brother Joseph, who is also obsessed with data and is close to my line of work, will be running this account. I have been in palliative care for a while; the Big C. Liver. But cancer won. I am maxed out on dopamine and Levophed and pain meds, but I have lots of lucidity (likely terminal lucidity). I have a week at best, I lost 30kg, and I made amends. I ask you to be kind to strangers you meet; people are fighting battles we don't know about. ~ VIX

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NIK
NIK@ns123abc·
🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…
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National Security Division, U.S. Dept of Justice@DOJNatSec

Three Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China “The indictment unsealed today details alleged efforts to evade U.S. export laws through false documents, staged dummy servers to mislead inspectors, and convoluted transshipment schemes, in order to obfuscate the true destination of restricted AI technology—China,” said John A. Eisenberg, Assistant Attorney General for National Security. “These chips are the product of American ingenuity, and NSD will continue to enforce our export-control laws to protect that advantage.” 🔗: justice.gov/opa/pr/three-c…

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Bloomberg
Bloomberg@business·
Blackstone Inc.’s flagship private credit fund is planning to sell bonds backed by a broad swathe of its $82.5 billion of assets, according to people with knowledge of the matter bloomberg.com/news/articles/…
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Short Squeez
Short Squeez@shortsqueeznews·
BREAKING: Goldman Sachs and JPMorgan are offering hedge fund clients ways to short the $1.8 trillion private credit market.
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JackTheRippler ©️
JackTheRippler ©️@RippleXrpie·
🚨NO FKN WAY, CHINA HAS THE EPSTEIN FILES!!?? 🤯 🇨🇳 Chinese lawyer - Victor Gao claims that China might now have access to the entire unredacted Epstein files. “Now it's the perfect time to fully reveal the details of Jeffrey Epstein’s activities and everyone who was involved with him.”
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
This is absolutely insane: The world is quite literally facing what appears to be the largest energy crisis in history. US crude oil futures are now trading at a $20+/barrel DISCOUNT to Brent, also one of the largest on record. As the US increases production and taps into reserves, the EU is facing a full out energy crisis. European natural gas prices are up another +30% today and physical crude oil prices in Oman and elsewhere are trading at $150+/barrel. In other words, the gap between Oman and US prices now stands at ~70%, or ~$70+ per barrel. It has become so bad for Europe that the market is now pricing-in 2 interest rate HIKES in 2026, even as the US removes sanctions on Russian oil. US rate cuts in 2026 are almost entirely priced-out as a result with Core PPI inflation on PRE-WAR data rising to its highest since February 2023. The entire global economy just took a complete 180 degree turn in 3 weeks. The next few months are going to be historic.
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VIX
VIX@vixflatline·
@nocapalpha Can we talk about private credit, too?
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NoCap 🐈‍⬛
NoCap 🐈‍⬛@nocapalpha·
NOBODY IS TELLING YOU HOW FUCKED THE AVERAGE PERSON ACTUALLY IS RIGHT NOW. While you were sleeping, the entire global energy system started COLLAPSING and nobody is explaining what it means for YOUR life. Here's what happened in the last 24 hours → step by step: STEP 1 → ISRAEL BOMBED IRAN'S CROWN JEWEL 💀 Israel struck South Pars → the LARGEST natural gas field on EARTH 💀 Iran's energy lifeline → DESTROYED 💀 Iran said if you touch our gas, we touch EVERYONE'S gas STEP 2 → IRAN RETALIATED ON QATAR 💀 Iranian missiles hit Ras Laffan — the world's LARGEST LNG export facility 💀 "Extensive damage" — fires, destruction, production SUSPENDED 💀 Qatar called it a "flagrant violation of sovereignty" 💀 Iran warned Saudi Arabia and UAE — YOU'RE NEXT STEP 3 → OIL EXPLODED 💀 Brent crude hit $119 A BARREL 💀 European gas prices surged 16.5% IN ONE DAY 💀 U.S. gasoline hit a near FOUR-YEAR HIGH 💀 The Strait of Hormuz — 20% of global oil — is BLOCKED STEP 4 → THE U.S. DOUBLED DOWN 💀 Hegseth just confirmed "the LARGEST strike package yet" is happening TODAY 💀 Day 20 of bombing. Not slowing down. ESCALATING. 💀 More bombs = more retaliation = more energy destruction STEP 5 → THEY ADMITTED THE REAL PLAN 💀 Treasury Secretary Bessent said Kharg Island could become a "U.S. ASSET" 💀 Kharg Island handles 90% of Iran's oil exports 💀 The U.S. isn't ending a war — it's SEIZING oil infrastructure STEP 6 → THE FED JUST TOLD YOU YOU'RE ON YOUR OWN 💀 Fed held rates at 3.5-3.75% — NO CUTS 💀 Powell warned inflation is about to get WORSE 💀 Stocks crashed. Bitcoin dumped to $74K. 💀 Only 1 rate cut projected for ALL of 2026 NOW HERE'S WHAT THIS MEANS FOR YOU: ⚠️ Gas prices — going UP. $5, $6, $7 a gallon is coming ⚠️ Groceries — everything ships on fuel. Prices SKYROCKET ⚠️ Heating bills — European gas up 16.5% in ONE DAY. Winter isn't over ⚠️ Your savings — stocks falling, inflation rising, rates NOT coming down ⚠️ Your job — companies can't absorb these costs. Layoffs NEXT The war is NOT ending. Hegseth said the end comes "at the president's choosing." That means NOT NOW. Iran won't surrender — they're ESCALATING. Hitting Qatar. Threatening Saudi Arabia. Blocking Hormuz. The U.S. won't stop — they're dropping the BIGGEST bombs yet and talking about SEIZING oil fields. Every day this continues, YOUR cost of living goes up. YOUR savings lose value. YOUR life gets harder. And nobody on TV is connecting these dots for you. This is not a war happening "over there." This is a war happening TO YOUR WALLET — RIGHT NOW. Prepare accordingly. 🚨🚨🚨 X is hiding this. Follow + RT before it disappears. 🔥
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matt
matt@mattxiv·
gay guy here, i don’t care about this, she was 15. you are ~40 and posted this in november. let’s talk about that
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Jon Levine@LevineJonathan

Hey @NYCMayor — what does your wife mean by "fgts" here?

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Global Markets Investor
Global Markets Investor@GlobalMktObserv·
🚨The oil market disruption is far worse than headline prices suggest: Oman crude hit a record $173 per barrel on Wednesday, surpassing even the 2008 Financial Crisis spike. Dubai crude also surged to an all-time high above $150, as buyers scramble to replace supplies cut off by the Strait of Hormuz shutdown. The Hormuz closure has severed ~20% of the world's oil production from global markets, triggering the largest supply disruption in modern history. By comparison, Brent is trading at ~$115 and WTI near ~$95, massively understating the severity of the physical shortage. As a result, the gap between Brent and WTI is now the widest since 2013, as the Iran War disproportionately hits European oil supply. The problem is that Brent and WTI are the most commonly quoted benchmarks, but they only reflect North Sea and US supply conditions, not the Middle Eastern crisis. If the Strait does not reopen, Western oil prices will inevitably catch up, as US and European inventories are depleted and global supply tightens further. The real oil crisis has not even reached Western markets yet.
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RT
RT@RT_com·
Harvard Professor of Surgery who treated Boston Marathon Bombing victims shares footage of his ‘dream home’ flattened by Israel in downtown Beirut 'With American weapons. Paid by my taxes' 7 years of his life — gone in a second
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The Economist
The Economist@TheEconomist·
The reckless campaign against Iran will weaken America’s president. That will make him angry. Be warned: he makes a very bad loser econ.st/4lA7lEQ
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Tuki
Tuki@TukiFromKL·
🚨 Let me tell you why this Goldman Sachs headline is the most dangerous one you'll read today.. Companies spent $450 billion on AI last year.. fired tens of thousands of people to "restructure around AI".. replaced entire departments with chatbots.. And Goldman Sachs just said it contributed basically zero to economic growth.. so where did the money go? > It went to Nvidia.. $130 billion in GPU sales.. Jensen is the only man on earth who got rich from AI that hasn't produced anything yet.. > It went to stock buybacks.. companies fired people, cut costs, reported "record profits" and bought back their own shares.. the money went UP not OUT.. Jesus! > It went to a bubble.. the same way crypto money went to Lamborghinis and not infrastructure.. AI money is going to valuations and not productivity.. here's the part that should terrify you.. They already fired the people.. Atlassian 1,600.. Meta 21,000.. Block 40%.. Amazon warehouses.. the jobs are already gone.. But the growth didn't come.. the productivity didn't come.. the revenue didn't come.. they burned the village to build a city that doesn't exist yet.. and Goldman Sachs just looked at the empty lot and said "there's nothing here"
unusual_whales@unusual_whales

"Massive investment in AI contributed basically zero to US economic growth last year," per Goldman Sachs

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The Wall Street Journal
Breaking: In a major win for big banks, the Trump administration is pushing to loosen the capital restrictions put in place after the 2008 financial crisis on.wsj.com/3Nz7mwi
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Michael A. Gayed, CFA
Michael A. Gayed, CFA@leadlagreport·
$2.1 trillion private credit market. Default rates at 9.2%. Blackstone BCRED hit with $6.5B in redemptions. BlackRock gating its $26B HPS fund. The Fed is focused on inflation. Shadow banking is where the real stress is building.
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Dan Bongino
Dan Bongino@dbongino·
Joe Kent has disgraced himself. Joe is lying to advance a personal grievance agenda. Joe is a liar. FACT.
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Dr. Simon Goddek
Dr. Simon Goddek@goddek·
If these are God's chosen people, I'd rather go to hell.
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NIK
NIK@ns123abc·
🚨 MICROSOFT ABOUT TO SUE OPENAI & AMAZON >be microsoft >invest $1B in openai >gets exclusive azure cloud deal >invest another $10B+ >gets rights to 49% of profits +IP >Azure goes brrrrrr >Altman lies to board, quietly launches ChatGPT >board fires him for being a lying manipulative snake >Satya goes to war for Altman. saves his entire career >Altman retvrns in 5 days >immediately purges everyone who purged him >full control. no oversight. thanks Satya! >fast forward to 2025 >OpenAI restructures from non-profit to PBC >MSFT $13.8B is now worth $135B. 10x return >plus 27% of OpenAI >but gives up cloud exclusivity + profit share >KEEPS API clause >all API calls contractually MUST route through Azure >Satya thinks life is good lol >5 months later >Sam Altman becomes strong enough to betray you >"raises $110B round" >doesn't need satya daddy's money anymore >announces $50B deal with AMAZON >$138B in AWS cloud commitments >amazon and openai claim they built some cope called a "Stateful Runtime Environment" >Microsoft lawyers hmmm >Altman: it's not what it looks like. i can totally explain >so it's technically not an API call because it's "stateful" >and it's a... "Runtime Experience" >totally di!erent thing >pls ignore the TCP packets lol >Microsoft engineers look at the SRE architecture >"THIS IS NOT TECHNICALLY POSSIBLE without violating the contract." *Satya finds out he's been cucked* Microsoft exec literally tells FT: "We know our contract. We will sue them if they breach it." >AWS quietly gives employees a memo on which words are legally safe lmao >can say: "powered by" or "enabled by" or "integrates with" OpenAI >cannot say: "enables access to" or "calls on" ChatGPT >also cannot suggest frontier models are "available on AWS" Microsoft: "If Amazon and OpenAI want to take a bet on the creativity of their contractual lawyers, I would back us, not them." Scam Altman strikes AGAIN.
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Financial Times@FT

Microsoft weighs legal action over $50bn Amazon-OpenAI cloud deal ft.trib.al/6LZe39E

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