Faderrr
@inversemaster
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Trader. Engineer. Opinions are my own. Not investment advice.
Joined March 2024
GPT-5 Release will be important to know if we have hit some walls in scaling transformers. Market will re-price hyperscalers hard if we do, especially $NVDA.
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$NVDA is worth 4.4T. East India Company has its own army and land is just about 7T in today's dollar. If you are expecting $NVDA to give you massive returns from here you are basically betting Jensen will have a robotics army.
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People who still own $NVDA $PLTR will greatly underperform till EOY.
Sold a significant long term ports today. Mostly China names and precious metals positions left. Only exposure to MAG7 is $GOOGL.
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White house has a TikTok account and you are bearish on China? At least not next 12 months when Trump is trying to get a deal.
U.S. President Donald J. Trump said on Friday that national security and privacy concerns related to TikTok and its Chinese parent company ByteDance are “highly overrated” and that he will continue extending the deadline for the popular video-sharing platform until it is
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Lololololololol.
Modi: India Can Generate 5 Unicorns in Space Sector in Next 5 Years.
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That will be the real test. The most important test in modern finance. If $DXY dollar is down during that kind of environment then it means treasury is no longer safe heaven.
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On inflation, when everyone added tariff costs in the coming weeks(already happening), the demand will likely go down. It will reduce importing goods and less tariff revenue. Then we have a environment of weak economy but rising treasury issuance.
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RT @deepseek_ai: Introducing DeepSeek-V3.1: our first step toward the agent era! 🚀. 🧠 Hybrid inference: Think & Non-Think — one model, two….
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$PLTR market will rally if $PLTR rally.
Market won't top until $PLTR tops.
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Zuck paid billions for talents that won't change the fact that scaling transformers have reached a ceiling. $META $NVDA.
$META freezing AI hiring, uh ohhh.
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$NVDA hope you listened. More downside ahead.
GPT-5 Release will be important to know if we have hit some walls in scaling transformers. Market will re-price hyperscalers hard if we do, especially $NVDA.
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RT @Alibaba_Qwen: Amazing! Jan-v1 — a powerful, fully local 4B model achieving 91% SimpleQA accuracy. Huge thanks to my friends for buildin….
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RT @iamgingertrash: Everyone now.Has distaste.For the Gay Goblin.Of OpenAI. The Cycle is Complete.
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RT @deedydas: Huge computer science result:. A Tsinghua professor JUST discovered the fastest shortest path algorithm for graphs in 40yrs.….
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RT @Domahhhh: Very quick and brutal verdict via prediction markets: . GPT-5 is incredibly underwhelming versus the expectations/hype. Open….
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"Reliable algorithm".
Stocks rallied on Monday but the market isn't out of the woods. Seasonality has just turned negative and a reliable algorithm we monitor is suggesting a pullback ahead.
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