A multi-asset trading platform with CEX grade execution and a user first focus. Built to refine your edge and help you trade better. Live now!
Joined September 2024
- Tweets2.3K
- Following169
- Followers4.1K
- Likes1.3K
Pinned Tweet
Turn your worst trade into a short film 🎬 We’re launching the Sai AI Video Contest. Make a video with trading somewhere in the story. Comedy, horror, anime, anything goes.
✨ Rewards in USDC Trading Credits ✨
🥇 $350
🥈 $150
🥉 $50
🗓️ Opens Oct 17, closes Nov 16
See the thread below for more details.
Don’t sleep on commodities on Sai. Two weeks ago @stoplosswang called the natural gas breakout live on Trade or Fade. She traded up several times and closed the most recently position $279 in profit.
Winter’s coming for half the world and natural gas demand tends to spike. Catch Trade or Fade, the weekly X Space where any listener can trade up to $3K on house money. You keep what you make, and if it doesn’t work out, no penalty for losses.
🗓️ Tues, November 3 at 9:30 AM EST
$INTC is set to open sharply lower today. It fell ~20% after hours last night, on pace for more than $100B in lost market value, which would be the biggest one-day loss in Intel’s history.
The quarter was fine. The guide wasn’t.
Q3: EPS of $0.52 beat the $0.41 expected, and data center and AI revenue jumped 78%.
Q4 guide: $15B to $16B in revenue vs $17.1B expected.
Why the guide missed:
▫️ PC demand is sliding as memory chip prices surge and companies cut IT budgets
▫️ A factory explosion in Israel shut down production for two weeks, costing about $600M in revenue over two quarters
▫️ Component shortages are limiting how much Intel can sell into strong server chip demand
🔥 Trade @intel on sai.fun/perps/usd/INTC
Amazon spent $77.3B in one quarter. $AMZN is down ~7% after hours.
That’s more than double last year’s $35.1B. Free cash flow: negative $42.4B over the trailing 12 months. And a bigger capex number is coming in 2027.
The payoff: AWS grew 39% to $46.0B, and its operating income jumped to $17.8B from $11.4B.
@amazon CEO Andy Jassy on why the spending is worth it: “There has never been a trillion-dollar revenue business, and we may have two of them in the next 5-10 years.”
Capex climbing. AWS accelerating. The market wants proof it pays off.
🔥 Trade AMZN on sai.fun/perps/usd/AMZN
$COIN earnings: EPS $2.51 vs a 23 cent loss expected. Stock down ~2.7% after hours.
Read the fine print. Net profit of $719M included a $715M unrealized gain on crypto held for investment.
Adjusted net income: $77.7M, down from $420.7M a year ago.
The core business is still weak:
▫️ Transaction revenue: $590M, down 41% YoY
Spot trading volume: roughly half of Q3 2025
▫️ Profit mostly on paper. Trading volume cut in half. Prediction markets growing.
The good news is prediction markets. Launched in January, they’ve already passed $200M in annualized revenue.
🔥 Trade COIN on sai.fun/perps/usd/COIN
DEVELOPING: @binance is investigating a suspected hack after roughly $2 billion to $3.3 billion left its hot wallets late Wednesday into Thursday.
@cz_binance confirmed the hack and thanked Tether and Circle for freezing a combined ~$1.8B, and said that as a shareholder he expects all user funds to be fully covered.
He later said it appears to be a front end injection attack, where an incorrect transaction was injected while the user was shown a valid one to sign.
No reimbursement or recovery plan has been announced yet. More to come as Binance shares verified updates.
Sai retweeted
$GOOGL gapped down on earnings, dropping from $325 to $280, then based.
Entered tranche 1 at $281.50. Reloaded when price held VWAP on the 1m. Price broke the trendline and I could have trimmed, but this is a swing, so I’m holding.
Had thought about adding on the dip near $283 but didn’t 😭
Price is currently above VWAP and the 9EMA at $287. If price holds above this level im looking for continuation higher.
$GOOGL printed Q3 and the stock is down ~10% after hours.
Free cash flow: negative $9.1B. Much worse than analysts expected.
The reason is capex. $51.4B in the quarter, more than double last year’s $24.0B. YTD is $132B. The 2026 guide holds at $195B to $205B, but a “significant increase” is still coming in 2027.
The good:
▫️ Search query growth hit its fastest YoY rate in five years, driven by AI Mode
▫️ TPU system sales were a meaningful contributor.
▫️ First time @Google delivered its own AI chips to customer data centers
The bad:
▫️ Search & other grew 12%, down from 17% in Q2 and 19% in Q1
▫️ Services ($96.3B) missed the ~$98.5B estimate
AI Mode queries monetize at a lower rate than traditional search. Google is expanding ads in AI Mode, including internationally, to close the gap
▫️ Margin headwinds near term as Google starts using third-party cloud capacity
The Anthropic angle... per its S-1, Anthropic has committed ~$114.5B to Google for compute (April 2026 to July 2033) and plans $125B to $150B in TPU purchases from Google and others. Google owns 5%+ of @AnthropicAI and has a contingent $20B additional investment commitment.
More searches. Less money per search. Higher costs.
Market wants to see AI Mode monetization catch up before the 2027 spend step-up.
🔥 Trade GOOGL on sai.fun/perps/usd/GOOGL
Thursday night is a stress test. All four report after the close.
$AMZN: is AWS still accelerating?
$INTC: does the chip story hold up?
$COIN: crypto volume was soft last quarter, so what’s the damage?
$MSTR: how much BTC they’re holding and what it’s worth.
🔥 Trade the move on sai.fun/perps
Sai retweeted
Wow, $600! I was only expecting $100 or $200 🤯
The first season adventure was pretty profitable on SAI! 🤩
My stats: 👇
🔹Season length: 6 weeks
🔹Volume: $1.2M, top 3
🔹Fees: ?
🔹Pnl: +915
🔹Rewards: 600 USDC
When’s the next one? @SaiDotFun
Team upgraded my ref to a 25% discount fees.
Code: CLLMAX
sai.fun/perps?ref=CLLMAX
Sai Points Season 1 rewards just landed in your account!
Click the box to reveal your USDC trading credit.
25% is unlocked RIGHT NOW. Keep trading and the other 75% unlocks.
No claiming needed. We check your progress every 30 minutes and unlock more automatically when you hit the next step.
🔥 Learn more about the payout: sai.fun/blog/12-sai-points-s…
Sai Points Season 1 rewards just landed in your account!
Click the box to reveal your USDC trading credit.
25% is unlocked RIGHT NOW. Keep trading and the other 75% unlocks.
No claiming needed. We check your progress every 30 minutes and unlock more automatically when you hit the next step.
🔥 Learn more about the payout: sai.fun/blog/12-sai-points-s…
$MSFT earnings: stock up ~3% after hours, while $GOOGL is down ~10%.
Azure: $33.2B, up 48%. Expected: ~45%.
First time Microsoft broke out Azure in dollars. Microsoft guided to 49% to 50% growth this quarter.
Revenue: $92.28B, up 19%, vs $90.62B expected.
Operating margin: 50%. Microsoft keeps about half of every revenue dollar after operating costs.
Why the market likes it:
▫️ Capex came in at $45.2B, below the ~$50.7B analysts expected
▫️ @Microsoft says demand still exceeds supply
▫️ Commercial backlog hit $677B, up 73%
What to watch:
▫️ Q2 revenue guide: $96B to $97.1B
▫️ Q2 capex expected to exceed $50B
▫️ 2026 capex forecast: ~$170B, down from ~$175B as some data center capacity slipped to 2027
Investors aren’t worried about AI spending. They’re worried about AI spending that doesn’t turn into revenue. This quarter, Microsoft’s did.
$GOOGL printed Q3 and the stock is down ~10% after hours.
Free cash flow: negative $9.1B. Much worse than analysts expected.
The reason is capex. $51.4B in the quarter, more than double last year’s $24.0B. YTD is $132B. The 2026 guide holds at $195B to $205B, but a “significant increase” is still coming in 2027.
The good:
▫️ Search query growth hit its fastest YoY rate in five years, driven by AI Mode
▫️ TPU system sales were a meaningful contributor.
▫️ First time @Google delivered its own AI chips to customer data centers
The bad:
▫️ Search & other grew 12%, down from 17% in Q2 and 19% in Q1
▫️ Services ($96.3B) missed the ~$98.5B estimate
AI Mode queries monetize at a lower rate than traditional search. Google is expanding ads in AI Mode, including internationally, to close the gap
▫️ Margin headwinds near term as Google starts using third-party cloud capacity
The Anthropic angle... per its S-1, Anthropic has committed ~$114.5B to Google for compute (April 2026 to July 2033) and plans $125B to $150B in TPU purchases from Google and others. Google owns 5%+ of @AnthropicAI and has a contingent $20B additional investment commitment.
More searches. Less money per search. Higher costs.
Market wants to see AI Mode monetization catch up before the 2027 spend step-up.
🔥 Trade GOOGL on sai.fun/perps/usd/GOOGL
The Feds hold at 4.00%. No rate hike.
Midterms are right around the corner and nobody in DC wants to do anything rash before voters show up. Gas is already too high. Last thing anyone needs is more pressure on Americans.
Add massive tech earnings this week and the @AnthropicAI IPO on deck, the market has to stay hot. Liquidity must stay on.
Stop getting liquidated over a few cents. Sai now lets you add margin to any open position.
Don’t let your liquidation price creep closer, and stop closing out early just to protect yourself. If a trade’s going against you but you still believe in it, top up your margin and buy yourself room instead of getting forced out.
It’s the difference between managing risk on your terms and letting the market manage it for you.
Not financial advice.
Ripple just got a federal banking license.
The OCC approved its trust bank. That means a regulated home for RLUSD reserves and crypto custody. @BNYglobal already custodies XRP and RLUSD.
ripple:native is still near $1.32.
🔥 Trade XRP on sai.fun/perps/usd/XRP
$HOOD Q3 earnings are out and the stock is down about 5% after hours. Here’s why:
Revenue came in at $1.42B, just under the $1.44B estimate.
The real story is where the money comes from now. Event contracts hit a record 16.4B, up more than 7x. Rothera, their prediction market exchange, is already at $100M+ in annualized revenue. Gold subscribers hit a record 5.18M.
Crypto is the weak spot. Revenue fell 55% to $120M and volume dropped 38%. But transaction revenue still grew 19% to $867M. Options revenue was up 31%, equities up 41%, and event contracts added $173M. Crypto is now about 14% of transaction revenue. A year ago a crypto drop like this would have hurt a lot more.
The product pipeline keeps widening. At HOOD Summit they launched 17 products, including perps for eligible US customers, 24/7 trading on select US equities, earnings contracts, and Robinhood Agents. About 200K customers opened Agentic Trading Accounts, with over $1.6B in notional volume. Robinhood Chain also did over $80B in DEX volume in its first quarter on mainnet.
One thing to watch: GAAP EPS actually fell 16% to $0.51. The $0.60 is a new adjusted metric they introduced this quarter.
With Robinhood’s crypto volume falling 38%, what does that mean for $COIN?
$GOOGL reports Wednesday after the close.
Last time it beat and the stock fell 7%. Cloud grew 82% and has a $500B+ backlog of signed deals. Options are pricing about 7% either way.
The real question is whether the capex bill is worth it.
🔥 Trade GOOGL sai.fun/perps/usd/GOOGL
