🚬xDADDYx🚬

$NQ

@0xSero Do you think you can do better than this? (You can’t for under $5k) marketplace.nvidia.com/en-us/enterpri…

The first company to make AI boxes, with specialised AI models trained to fit on that hardware will be the next Apple. Would you buy? Should I start a company doing this?

@traderhc @MasterPandaWu This isn’t my first day. It also would not be the first time I’ve seen the “mechanical buying” fail to materialize.

The $TLT chart tells the story. Bonds rallied hard this quarter while equities got smoked . that's the mechanical setup forcing pension rebalancing tomorrow. But here's what makes this quarter-end different from the usual rebalancing bid: Fear & Greed sitting at 8.7. That's not a typo . single digits. COT data shows specs extreme short S&P at -344k contracts, -18.3% of OI. Meanwhile $TLT catching a bid with 10Y at 4.35% and falling. Pensions don't care about sentiment. They're rules-based . if equities dropped from 60% to 55% of their allocation, they buy mechanically. But the fact that they're buying into a market where literally everyone else is positioned short or hiding in bonds.. That's the kind of forced flow that can squeeze faces off. The contrarian signal here is screaming. Smart money (commercial hedgers) vs specs this offsides, sentiment this washed out, and you've got mandatory institutional buying hitting tomorrow? That's not a normal rebalancing . that's a potential ignition event into a market nobody wants to own.

Pension funds are about to do what retail won't. Buy stocks into a wall of fear. Tomorrow is March 31. Quarter-end rebalancing day. Equities got crushed this quarter while bonds rallied. Any fund targeting 60/40 is now underweight stocks vs their mandate. They don't get to have opinions. They rebalance mechanically. This mechanical bid lands into a market where dealers are short over $7B in gamma on $SPY alone. That means every move gets amplified. CTAs are sitting on 344K net short contracts. If price reclaims certain levels, their algorithms flip and start buying too. You get forced pension buying triggering dealer hedging triggering CTA covering. Dominoes. $SPY closed at 631. Put wall sits right here at 630. Gamma flip is up at 653. I think we see 645 to 655 this week before reality reasserts itself. The last three times sentiment dropped below 10 on the Fear & Greed index, the next 30 days averaged over 4% gains. Not because things got better. Because positioning was too one-sided. None of this changes the recession. Dallas Fed just missed again. Oil at 105 is choking consumers. Friday's NFP is the real test. But the most violent rallies happen when nobody wants to be long and the plumbing forces buying anyway. Where does $QQQ end the week? I'm watching that 568 high from today as first resistance. Love to see it

@kengakusha1 Yes

俺のタイムラインが1日で急速にワールドワイドになったので ものすごく勉強になった しかし一つ謎がある アメリカの人はカナダが嫌いなのか？

@ReddCinema How is Rick James the healthiest looking one in the photo?

Jack Nicholson, Carrie Fisher & Rick James sometime in the 80’s

@alanbuilds @TheGuySwann @Apple It’s not difficult

@___imdp___ @TheGuySwann @Apple Interesting. Thank you for that piece of information. I'll figure out how to do that

So I’m slowly losing control over my Mac computer. @apple has apparently removed my ability to run unsigned apps. I’ve had to run a command to kill a “gatekeeper” service, then changed system settings, and it still simply refuses to open the app. It used to be a simple right click. I’m going to have to figure out how to downgrade my OS, because this is nonsense. How TF am I supposed to do anything if I can’t run applications that aren’t from the App Store? We live in the age of vibe coding you fools. You have become the very big brother that Apple began as a response to. You are trying to control what I can do on my own hardware in my own home.

@alanbuilds @TheGuySwann @Apple You can sign it yourself for testing

@TheGuySwann @Apple Having this same issue. Trying to test an unsigned app I built for personal use and it's being a real pain. Has anyone found a way around it?

@AlexFinn Nasty ass headphones

If your desk looks like this, you will not be a part of the permanent underclass

@rohitgarewal @samuel_spitz “Look at me, I’m so cultural!” FAG!

Meanwhile you can, for under 2k, hop on a plan and visit and stay in Sicily for a week and realize that humanity has made huge strides and that no one will remember these IPOs, but people still marvel at structures built 2000 years BEFORE Europeans discovered the Americas. This pic was taken 10 minutes ago. You don’t need an ipo to enjoy this. You need a career, purpose, curiosity, and gratitude.

Everyone I know in SF who’s not at OpenAI/Anthropic is freaking out about how their friends are about to make $5-50M with these IPOs

@elenadesaa1999 I read my texts telepathically while I’m asleep.

¿Cómo es que ya estamos en 2026 y nadie ha encontrado una explicación convincente de por qué los celulares nunca aparecen en nuestros sueños si los usamos varias horas al día?

@TheAhmadOsman There are more H100’s today than there will be humans alive on Earth in 5 years.

The top 1% of the post-AGJ world will be the GPUs owners

@X9_redux From a local TV show on public access television, no less.

If you ever watch Home Improvement just remember. Tim Taylor was roughly 38, big home, hotrod in the garage, 3 kids and single income.

@ImBreckWorsham He’s dead. No one knows who this neocon is.

Do you think Trump is intentionally trying to destroy America because he’s evil, because he’s being blackmailed by Israel, or is he just senile and incompetent?

@porterstansb Dude, average yearly wage in 1930 was 80 ounces of gold. This is so much fkn worse than the Great Depression. Our great grandparents were whining about making $400k/year. It was marketing and an outright lie. The Dust Bowl created a food shortage. That’s it. This is way way worse

Correct. We are on the cusp of our Great Depression, as the four critical economic factors of the 50-year boom are collapsing: the petrodollar, the sovereign debt bubble, the dollar’s reserve status, and the government’s ability to finance the welfare state. A civil war is coming.

@chiefofautism Great news, software is about to become even more secure.

someone at ANTHROPIC just showed CLAUDE finding ZERO DAY vulnerabilities in a live conference demo claude has found zero day in Ghost, 50,000 stars on github, never had a critical security vulnerability in its entire, history... it found the blind SQL injection in 90 minutes, stole the admin api key, then did the exact, same thing to the linux kernel

@SpanbergerForVA You’re the King they’re protesting against, Mary Antionette-Spanberger.

This is the beauty of America — millions of people coming together in peaceful protest across Virginia and across the country — engaging, advocating, and standing up for what’s right! 🇺🇸🇺🇸🇺🇸

@ZssBecker AI literally cannot understand software engineering. It only understands established patterns it was trained on. You want a web UI, with C++ and Python backend? Lol. You get frontend hooks with nodejs and a fake test suite telling you the backend works. They don’t even know.

I posted about how AI/LLMs are no where near where they need to be to replace engineers. Was hit by 1000 gen z'ers screaming I'm wrong. Skill issue. Etc etc. MFers have literally let Claude convince them they are a special skilled snowflakes. Brother. Your shipping dog shit.

@Rockstar_Mag No team has ever fumbled a great concept harder than Rockstar did with GTA. Terrible, stupid game.

Une Xbox 360 a été achetée 5£ dans une vide grenier à Édimbourg. Il se trouve qu’il s’agissait d’une 360 de chez Rockstar North. Contenant une version préliminaire de GTA 4. Depuis quelques heures de nombreuses infos sont partagées. On vous prépare un recap sur tout cela !

@InterstellarUAP They are from Earth. Not from the past. Not from this dimension.

🚨 Alex Jones drops the ultimate bombshell on Joe Rogan: ALIENS aren’t from outer space… they’re interdimensional entities that ONLY contact you if YOU invite them first 😱🛸👽 “They look like elves… but when they show you who they really are, they have horns. There are bad things that look like elves that have horns when they show you who they really are… they don’t contact you unless you contact them.” “The devil masquerades as an angel of light… evils willing to come in and demoralize, get rid of children, don’t have kids, humans are bad. Elves want us to basically reduce population…” What do you think? Are “ALIENS” actually interdimensional beings manipulating humanity? Have you ever felt something reach out? Is this the real reason they try to silence voices like Alex? Drop your wildest thoughts below 👇