Like him or not, betting against him is always a mistake

Best overnight futures price action I've seen in a while. But it's usually a prelude to something bad. Last time the 10yr moved this much overnight Trump bombed Iran on a Saturday. Time before that was election night 2024. Spidey sense says something's coming… $NQ

10 year at 5.11 after a hot CPI print. Should be ripping higher, it's not. Bond market isn't scared of inflation, it's scared of something breaking. Watch 5% 👀

This is why local AI is so important. I am unable to log in to my codex account. It keeps telling me I need to use SMS for MFA but no text arrives. I open a ticket with them and they say will be days before I hear anything. I have a ton of work I was in the middle of....

Literal cockpit for my new options swing algo

Gallup: 43% now view socialism positively, a record. Among independents it jumped 8 points to 45% in one year. This is Trumpism’s symptom. Turn capitalism into open grift long enough and voters stop blaming the grifters. They blame the system. news.gallup.com/poll/714653/…

A unanimous hike. Hawkish language. A dot plot pointing to more. But 17 of 18 Fed officials still see inflation risk tilted upward—and the policy path barely responds. Warsh bought the facade. There’s not much behind it.

Holy crap. Try this. ChatJimmy just dumped Llama 3.1 8B at ~15,000–17,000 tokens per second. The model is baked into custom silicon. Responses feel instant. This is the Taalas stack $AMD just agreed to acquire. Go try it: chatjimmy.ai

Astra made the interview for your Hermes setup.Back in July I shipped SoulMate. Revisited it with Astra. Same idea, way better product. Open it, answer the questions, get a setup that is actually yours. @NousResearch #hermesagent

Astra made the interview for your Hermes setup. You still answer. Your keys never leave your machine.

Agnes has been in my Hermes fleet for a while now and has always punched above its weight. It’s been a sleeper and am still surprised more people aren’t using it. Same-tier performance and value — plus image and video in one stack. Agnes 3.0 Flash is live can’t wait to see it work even better

I love my gmktec evo x2. However, the this new one is going to cost $7k+ for a little bit more memory and exposed oculink port. Why wouldn’t I just buy another x2 or bosgame and have more space for half the price?

It’s interesting that @grok is never even mentioned by the detractors. @elonmusk is arguably the most dangerous and unhinged player in this space and doesn’t even get a nod

I know “regulation” and “oversight” are four-letter words in this country — especially when the companies racing toward this are chained to quarterly reports and stock prices. But if the people building it are saying they may be gambling with civilization, a little oversight might actually be warranted. The problem is that the same firms and donors — Thiel, Musk, and the rest — have poured huge sums into the campaigns and networks around Trump. That makes it much harder to get any real check on what they now treat as their right to pursue, even if it puts the rest of us at risk. I just find it hard to fathom that Our tech overlords have anyone’s best interests at heart but their own.

Serious question. These will probably be $7k. Why is it better to get one of these instead of two 395’s?

Futures moving up because $DXY getting crushed and bond markets are closed.

Hope people took this fake Bessent pump as a golden opportunity to load up on index puts 30+ days out. I’ll retweet this