Defrag
@defrag
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Investor. Writer. Investing: SK Ventures. Conference: https://t.co/PrCI7g20ZP.
Siesta Key
Joined September 2007
As a general rule, anyone reading my tweets should assume that something north of 65% of them are actually me joking around.
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145k by year's end. Calling it.
Going to something like this for my EOY target on $BTC. Thinking somewhere between $130-145k. Daily RSI starting to get too low to remain bearish. A big move is coming soon.
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RT @matthughes13: When $IWM (iShares Russell 2000 ETF) breaks out, historical data shows the next bear market typically doesn't start for a….
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RT @MagicSportsGuy: ICYMI, launched today!🚀. Thanks again to the entire team for all their work & dedication this s….
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Is it just me or does it feel like the IWM is about to rip, while MAG 7 cools off?.
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Saw this and agree. Classy move.
Shoutout @RobStoneONFOX & @CFBONFOX for cutting live to ESPN @CollegeGameDay during Lee Corso’s final headgear pick. In an industry where networks constantly battle for ratings, media rights & ad money, so classy for Big Noon Kickoff to pay homage to a living legend.
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Coker season was over before it started. Ugh.
Panthers are re-signing WR Hunter Renfrow to their active roster, per sources. Renfrow played at Clemson, and now will get to play at Carolina. In a corresponding move, Carolina WR Jalen Coker is being placed on IR due to a quad injury.
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Okay, I've already done more work this morning than I intended to. Now it's time to dial it in, watch college football, and draft some bestball teams.
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Heading into today's $IREN earnings, I was buying $CIFR. These are my two largest "miner" holdings now. Yes, "miners" is now in quotes. (NFA, obviously.).
If you missed $IREN, then don’t miss $CIFR. Exact same weekly DTL breakout occurring for $CIFR just now. I have a $15 PT by EOY.
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HOLY SHIT.
ESPN Sources: Cowboys are trading three-time All-Pro LB Micah Packers to the Green Bay Packers. Parsons and the Packers already have reached agreement on a four-year, $188 million contract. @DavidMulugheta of @Athletesfirst had a hand in the trade and ultimately negotiating the
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Full disclosure: proud, early investors.
⚡ Findings do not reduce risk, fixes do. Security wants to cut risk, engineering wants to ship faster. The dilemma: How do you fix faster without slowing innovation?. Next week we will unveil something built exactly for that: our new agentic AI IDE Remediation Agent. 🛠️ It
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My kind of multi-tasking: in a guillotine draft, and writing copy for the new conf we're launching, and firing up a bestball draft cuz the guillotine draft is some kind of insane 6 hr pick time.
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Now halve it again, and then subtract 90%. The changes coming in software (from the SDLC to sw dev careers to how software [and AI] will change orgs) will be as significant (if not more) as the spreadsheet and the internet. This conversation is so important that we're gonna run a.
"AI is gutting the next generation of talent: In tech, job openings for new grads have already been halved," per FORTUNE.
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Alright, who spent $10.74 billion on Nvidia stuff last quarter? ;).
Nvidia, $NVDA, has reported that a single customer accounted for 23% of its total quarterly revenue of $46.7 billion, per Bloomberg.
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I'm in a Guillotine league with some other @MBFantasyLife investors, and I'm reminded how different (and cool) the guillotine format is. I took Lamb with the 2nd pick because of his bye week and stability at the QB position. Drafting for floor and late bye weeks is such a
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For the record: I am NOT investing in your "next generation" tequila startup. I don't know why I get 1-2 of these pitches per week. it's like there's this whole tequila startup sub-culture.
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