Austin

@spotgamma @Signal8Ai 👇🏻Bot engagement is not worth your time. Immediate block is the better response.

@Signal8Ai yeah, totally fair, chief. the relationship is normally not a linked one. since march, it is.

Using premarket marks, this is Crude (USO) vs VIX. You can see the AM VIX move is high relative to the move in oil (red dot). Black dots are last 5 days.

100%☝️- Real-time market data is not cheap for the serious and informed investor/trader and then stack on top Options or even L2 data, things get expensive really quick. (that is true barrier to entry). - Until these click-bait people actually build the custom thing and try to connect the data feed and curate the data into something useful and store the data in an optimal database schema and cache the data for speed and build the backend to frontend APIs ... etc, they have no idea how difficult and costly it can be. Even if they do manage that, it still doesn't mean their "built in 5 mins dashboard" using AI will actually inform meaningful trades to generate positive expected returns.

@JasonL_Capital These investors do NOT pay for the "dashboards" -- they pay for the (non-free) DATA which empower those dashboards.

There are investors that pay $3,000+/month for dashboards that Perplexity Computer builds in 5 minutes for free Here are 5 dashboards with full prompts included so you can build each one right now:

Every day I see articles on X about the next "Nvidia Killer" chip. Even if the next wiz-bang chip is theoretical a real "Nvidia Killer", what fab/packaging companies have capacity to produce it in the next 5 years and in any meaningful quantity to be disruptive? I can't think of a single company who isn't capacity constrained for years.

@MarkosDV87 According to accounts on X Alphabet makes better chips than Nvidia Huawei makes better chips than Nvidia AMD makes better chips than Nvidia Tesla makes better chips than Nvidia My grandma makes better chips than Nvidia. ...and now even ARM makes better chips than Nvidia.

A new guy on the field playin' hard datacenter pivot role ⁦@alojoh⁩

@elonmusk Picking up my 2nd MYP tomorrow.

Model Y is the best-selling car of any kind in the world!

@TheAKGuy I think primaries and mid-terms should be decided in the octagon. @joerogan @danawhite

A friend of mine just made a funny recommendation to me, let me know what you think: We start judging candidates who want to run for office in Texas by how many days you think they could survive in Texas if they were time traveled to 1835.

I also voted yes. 1. This is turning into a classic case of perfect product-market fit with the added serendipitous timing of AI explosion and power demand but consistently failing to execute driving the company to failure. In the right hands, I'm confident this company will succeed. 2. I can't find the Joe interview but there was one late last year around the time of the HQ move and new factory announcements. I'll paraphrase here but the interviewer mentioned Joe being closer to line-1 while ramping and Joe responded with: (I try not to spend too much time on the factory floor because the people get nervous with the boss hanging around so I just let them work.) 😬 I remember thinking, that's the exact opposite of what he should be doing but who knows, maybe Joe implicitly trusts his team. 🤷🏻‍♂️ This became painfully evident on the earnings call that he didn't keep his eye on the ball and failed big-time. I think all the publicity and camera time was a massive distraction and he's way out of his league in the age of blitz-scaling a company.

I voted yes, but actually think he should resign. Weekly meetings and the Dec Cerberus visit. I think the Q3 earnings call was likely in good faith, but Joe and Cerberus had to know by a month later that the quarter had fallen apart production wise. They gave the previous Chairman of the Board the axe just before Christmas. There was plenty of opportunity to lay the ground for a miss. Joe failed to stand up and make a leadership decision, but so did the Cerberus team. Shameful behavior all around. As CEO, Joe is the point of the sphere and he should sacrifice himself for the good of the company. [I mean resign] There will be bad news again in the future. Don't hold it close to the vest until you have no choice to talk. Be professional and get the bad news out early.

Should Joe be fired? Eos shareholders only vote, please. Bears, please be honest (you don't get a say in real life).

@bert_gilfoyle @FreemyerGreg Also, bad news doesn't get better with time so withholding it from investors until earnings is less than dishonest.

From Henry IV, "Ill news is winged." Or, as they say in the military, "Bad news travels fast." In bad situations, report what you know, what you don’t know, and what you’re doing about it. Rapid transmission of bad news is considered healthy and necessary in order to quickly adapt. That's the exact opposite of Eos' culture.

Thank God for your Share Price Corridors and bottom up analysis to cut through this noise so we can DCA in with confidence. I see a lot of downside insurance buying in the options market. Maybe some ridiculous SaaSpocalypes fears still lingering? Dealers are hedging in a net negative gamma environment on some names so volatility is extreme. Im seeing similarities in MSFT and ORCL too.

Yes but I also don't work for any corporate or other people's gain. 100% of my time is my own and it is dedicated to family wealth expansion. Zero dollars leave my brokerage accounts and all gains are reinvested. Time is truly the most valuable asset people ought to seek to harness.

@SimObjReality Don’t we all

How many days do you guys work a week at an actual job not asking people who trade for a living $spy $pltr $nbis $nvda $hims

@Atlas_Leather For your 5.56 AR?

When and why TF did I buy this?

@alojoh From an AI enthusiast and investor's perspective it's hard not to admire Jensen's business acumen and 4D game-theory skills. From the laypersons perspective "Jensen who?" 🤣. That's my wife btw.

Elon: "huge admirer of Jensen"! How can one not be I am wondering? One must live under a rock I guess. x.com/elonmusk/statu…

@didusayPOUNCE @StockMKTNewz ir.supermicro.com/news/news-deta…

@StockMKTNewz How many times has this company been hit with bad news or rumors and its price gets beaten down as a result. Talk about someone manipulating the stock price🦉👀🫵🏼

Super Micro $SMCI stock is down by more than 10% in after hours following the report 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴

@NoFrankingWay E.T. 😬

Ishtar

@SharpeMinds @alojohhardcore first thing I did. 👍

Don't forget to smash that Notify bell again, everyone!

Its useful. I ask Grok 4.20 Expert to explain options "vanna" the 2nd order PDE of volatility in options pricing. Then to create a live indicator in python with API connections to my IBKR acct for testing and learning this morning. Only took about 30 mins for this output but it needs validation and a lot of cleanup.

What are your initial impressions of Grok 4.20? Major upgrades are still landing every week.

@alojohhardcore Probably gonna dump my remaining ~8% allocation TSLA tomorrow for NVDA.