Stepan Samarin (@move_yo) header
Stepan Samarin (@move_yo) profile picture

Full-time software engineer, part time algorithmic trader. My tweets are not an investment advice!

Heidelberg, Germany
Joined September 2009
Photo by Stepan Samarin (@move_yo)Photo by Stepan Samarin (@move_yo)Photo by Stepan Samarin (@move_yo)Photo by Stepan Samarin (@move_yo)
models minimal right on
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Stepan Samarin retweeted
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
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this is clearly a house of cards. First in 5 years: Nvidia (NVDA) plans to raise $25B in a bond sale; proceeds are for general purposes. And circular deals. Music is still playing, but for how long it's gonna last?
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BREAKING: Meta, $META, is considering raising "tens of billions of dollars" in a stock offering as it seeks new sources of capital following the launch of Google’s record $85 billion equity raise this week, per FT.
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I'm calling a big short on $META. AI has limits, code generation doesn't replace programmers. Even best models mess up all the time, developers have to review 5x more code, which was generated by the neuro thing. Stock offering to fund more AI? Thanks, but NO!
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market microstructure, you gotta look at this if you want to stop wandering in the dark
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be greedy when others are fearful (c) I'm long $PLTR now
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Wrote an article on Aurum’s Ex AI crypto trading bot : paragraph.com/@crypto-journe…
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I discovered Aurum, automatic crypto trading. have a look & join: backoffice.aurum.foundation/… - don't risk too much there, I don't know yet how good/reliable this one is
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$PLTR pretty much flat after earnings. had no position open. still don't like such high valuation though
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$PLTR to all interested parties I must point to 590 P/E
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$PLTR is a short. very high valuation risk
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Switch off everything, all furus, all self-proclaimed millionaires, all "bros", switch me off too. Get data and start digging for alpha.
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gold/silver ratio 107
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prepare for margin call yo!
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gold/silver ratio 100
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Gold/silver ratio is 96,9 now, just FYI
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Hmm, somebody dumped tons of silver phutz too. Panic/forced liquidation probably?
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loaded $SLV long, this one should follow gold
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and of course market sells off as soon as I go long
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