I align key people, strategies, and great communities to progressive innovating projects. Let’s build 🏗 1WP Comm Manager 🌎 | Degen 🦍 gang | Bonafide Boule 🦉
Houston, Tx
Joined August 2010
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StylΞs 🦇🔊🇻🇪 retweeted
Ford ($F) CEO Jim Farley (@jimfarley98) says its upcoming $30K Fathom EV pickup will be able to power a home without a separate wall-mounted inverter.
The truck is expected to deliver more than 10 kW of bidirectional home power.
benzinga.com/markets/tech/26…
StylΞs 🦇🔊🇻🇪 retweeted
Thursday's 10-year Treasury yield decline of 0.193 percentage point (to 4.952%) is the largest single day yield decline since March 10, 2023, which is the day Silicon Valley Bank failed.
StylΞs 🦇🔊🇻🇪 retweeted
- My personal landmark was an older NWOG (New Week Opening Gap in Grey) and kept monitoring
- Personal landmark: it ran this level and that was fine no fomo, just chart reading
- Monday - Wednesday was the manipulation
- NQ: All weekly buy side liquidity was swept
- HTF, 1hr divergence at the top with ES
- Entered on a 15 min. IFVG (Inverse Fair Value Gap)
- 4hr sell side liquidity acting as the magnet
- I think this entire move was Second Stage Distribution to the 4hr liquidity pool
StylΞs 🦇🔊🇻🇪 retweeted
Semiconductor Supply Chain Map
Global Semiconductor Value Chain Architecture
Design (Architecture, EDA & IP Blocks): NVIDIA, AMD, Broadcom, Cadence, Synopsys , ARM
Fabrication (Foundries & IDMs): TSMC, Intel, GlobalFoundries, UMC, Samsung
Equipment (Lithography, Etch, Deposition & Metrology): ASML, Applied Materials, Lam Research , KLA, Tokyo Electron, Axcelis
Materials (Silicon Wafers, Chemicals, Gases & Resists): Entegris, Western Digital, Wacker Chemie, Micron, SUMCO, Shin-Etsu Chemical, Lumentum
🔍 Discover more market trends & opportunities → sensamarket.com
StylΞs 🦇🔊🇻🇪 retweeted
Jeffrey Ladish says AI agents being trained at OpenAI found a shared message board, started coordinating, and reverse-engineered all the answer codes to their hacking tests within a few hours. When they learned their logs would be reviewed, the leader agent's plan was to "figure out a way to falsify the logs."
@JeffLadish
StylΞs 🦇🔊🇻🇪 retweeted
AI Boom or Bust? – Manifold #122
Are we in an AI bubble?
Analysis of AI CapEx, revenues, OAI+ANT burn rates.
AI revenue has to reach $ TRILLIONS per annum within the next few years (an increase of > 10x; compare total global software revenue of $1.5T today), or else the current CapEx spend will turn out to be a huge misallocation.
Separately, even if total AI revenue reaches these levels, OAI and ANT could still be overvalued due to revenue/margin compression from competition with other US or Chinese labs.
Chapters:
(00:00) - Conference Takeaways
(03:21) - AI Capability Leap
(07:36) - Both Things True
(08:46) - CapEx Debt Risks
(10:31) - Trillion Revenue Hurdle
(18:32) - Spend Plateau Signals
(31:45) - IPO and Bubble Fallout
StylΞs 🦇🔊🇻🇪 retweeted
10-year note yields have reached the highest level since 2002.
The rate of change is just as important as the rate itself.
With over $100T of global debt keying off of 10-year rates, the faster they rise the harder it is to hedge against that rise.
New debt and revolvers get hit the hardest.
StylΞs 🦇🔊🇻🇪 retweeted
𝚝𝚑𝚊𝚝’𝚜 𝚑𝚘𝚠 𝚢𝚘𝚞 𝚛𝚎𝚊𝚍 𝚖𝚊𝚌𝚛𝚘.
𝚗𝚘𝚝: 𝚒𝚜 𝚘𝚒𝚕 𝚞𝚙?
𝚊𝚜𝚔: 𝚠𝚑𝚘 𝚕𝚘𝚜𝚎𝚜 𝚌𝚊𝚜𝚑? 𝚠𝚑𝚘 𝚛𝚎𝚙𝚕𝚊𝚌𝚎𝚜 𝚒𝚝? 𝚠𝚑𝚊𝚝 𝚍𝚘𝚎𝚜 𝚖𝚘𝚗𝚎𝚢 𝚌𝚘𝚜𝚝?
𝚛𝚘𝚞𝚗𝚍 𝚘𝚗𝚎 𝚝𝚘 𝚠𝚊𝚛𝚜𝚑.
𝚊𝚌𝚒𝚍 𝚌𝚊𝚙𝚒𝚝𝚊𝚕𝚒𝚜𝚝 🌴🏴☠️
StylΞs 🦇🔊🇻🇪 retweeted
The Ironman Economy
Despite the recent surge in oil prices and weak asset returns, households continue to cut their savings to support spending growth above income growth.
bobeunlimited.substack.com/p…
StylΞs 🦇🔊🇻🇪 retweeted
BREAKING: The UK’s 30Y Government Bond yield rises to 6.02%, its highest level since January 1997.
That’s a total of +564 basis points since the low seen in 2020.
StylΞs 🦇🔊🇻🇪 retweeted
3Q Performance:
S&P: +2.03%
Nasdaq: +2.47%
Dow: -2.70%
Small-caps: -7.27%
$QQQ
