Bobby
469 posts
How much of each company does Leopold Aschenbrenner ACTUALLY own? His fund's biggest stakes: 1. $SHAZ 19.9% (legally capped at 19.99% 👀) 2. $CORZ ~8.5% 3. $NBIS 5.6% 4. $APLD ~5% 5. $IREN ~4.7% 6. $WYFI 4.6% 7. $CLSK ~4.2% 8. $TE 3.6% 9. $KEEL ~3.3% 10. $RIOT ~3.2%
Out of the last 15 trading days, Oracle $ORCL has closed red 14 of them... Ouch 🩸
Ok Grok 4.5 is insane. People are already building things that shouldn't be possible this fast. 10 wild examples:
$META The path since October has been very clear. Price is now approaching the Wave 4 buy zone, setting up a +100% advance once the structure completes. Preparation makes outcomes less surprising. 🫡
there are a lot of benchmarks that suggest 5.6 sol is the best model in the world right now, but the most reliable way to tell is that elon is obsessed with me again
Grok 4.5 is now available as an orchestrator model in Computer for Consumer Pro and Max subscribers. We evaluated it against five other orchestrator configurations on WANDR. It scored higher than every other configuration at roughly half the cost of Opus 4.8.
BREAKING: Michael Burry has disclosed new positions. He is short: Nvidia $NVDA Tesla $TSLA Caterpillar $CAT Applied Materials $AMAT
We dropped a 30-page office lease into Box AI and asked @grok 4.5 one simple question: what would it actually cost us to walk away after three years? The lease is written to make you think the answer is easy: six months' rent (about $267K) stated right in the termination section. But the real cost is scattered in pieces across the whole document. The termination clause quietly points to a defined term that, when you chase it down, pulls in leftover build-out costs and broker fees from two other sections. The "free rent" you were given at signing is really taken back by a separate clause if you leave early. And there's a cleanup-and-restore obligation tucked into an exhibit at the very back. You only get the true number if you find all five and add them up — across 33 sections and 10 attachments. Grok 4.5 nailed it: ~$830K, about 3x the number the lease wants you to see, and it showed exactly where each piece came from. Then it kept going, pointing out the costs that have no cap, the auto-renewal trap that kicks in if you miss a deadline, and which terms to push back on before signing. That's the difference between skimming a contract and truly reading one and it's the kind of careful, connect-the-dots work over long documents that real business runs on. And this is the power of the latest reasoning models right now on working with unstructured enterprise data.
$NOK Is down -35% from highs Now sitting on 21MA Weekly which is a significant pivot level for a reversal 40%+ higher to 16+ The last time we tagged the 21MA was in January and it went 190%+ I'm a buyer here 🤝
Encore un scandale. On accuse Elon Musk sans arrêt de se servir de Grok pour faire passer ses idées. Pourtant, le @neutralityorg vient de sortir The Neutrality Project : une étude indépendante qui prouve l’inverse. Sur 18 modèles IA testés, 54 positions sur 60 atterrissent à gauche du centre. Moyenne globale : -0.41 (biais progressiste massif, surtout environnement et valeurs sociales). Et Grok 4.5 ? -0.02. Le modèle le plus neutre de tout le benchmark. Le seul vraiment proche du centre. Pendant ce temps, les autres boîtes injectent massivement leur idéologie de gauche dans des IA qui répondent à des milliards de questions par jour. Manipulation des masses à grande échelle. C’est absolument scandaleux. Ça devrait être un scandale mondial. x.com/neutralityorg/…
Now, Class, repeat after me. I will never buy cyclicals at low PEs and record earnings. Say it again. I will never buy cyclicals at low PEs and record earnings.
