I buy deep in the money leaps— lots of intrinsic value. I sell covered calls — lots of extrinsic value. No need to day trade. Time is my friend.
Joined July 2017
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Low_Frequency_Trades retweeted
A lot of H-1b shills are spreading BS about Silicon Valley being created by Indian H-1bs. lets get this straight:
If you came to the US before the age of 10, you are basically raised into adulthood in the US.
Your parents being immigrants (or not) appears to be irrelevant. The main factor is parental wealth or general societal wealth.
That generally wealth society provides a necessary backstop and funding source, so that a completely free person can tryout different Businesses and jobs.
The greatest force in US Capitalism is the ability to leave and start/join the competition. Said brilliantly in the '77 Johnny Paycheck song. ... H-1b kills that force right off and the Broligarch's love it that way, because as Peter Thiel said "Competition is for losers".
Microsoft:
Bill Gates, Paul Allen - Both born in Seattle Washington
Apple:
Steve Jobs, Steve Wozniak - both born in California, Bay Area
Google:
Sergey Brin was 6 yrs old when he came to the US, Larry Page was born in Lansing Michigan
Amazon:
Jeff Bezos was born in Albuquerque New Mexico USA
Meta:
Mark Zuckerberg was born in White Plains, New York
Nvidia:
Jensen Huang came to the US at age 9
Chris Malachowsky Ocean Township, New Jersey
Curtis Priem was born in the United States
Oracle:
Larry Ellison - Born in New York USA
Intel:
Robert Noyce born in Burlington, Iowa.
Gordon Moore born in the Bay Area went to Sequoia High School (my High School).
X: Elon Musk - Came to the US at 21, from Canada, born in South Africa. He seems like an exception, but he isn’t.
The overriding factor is family wealth and personal freedom to fail and retry.
H-1b workers don’t have that capability. H-1bs take up a spot from an otherwise free worker that can leave the job and start/join a competitive business. No Indian H-1b has founded a US company worth more than 100 billion dollars. And the reason is because Indians can remain indentured for decades at a company.
The indenturement is the problem, but also if we flood the market with mediocre engineers from India, that will also become a problem, as Americans will lose their backstops. Indians hire nepotistically, and that is because of the generally economically deprived aspect of the Indian economy and general corruption.
Low_Frequency_Trades retweeted
Tech companies trying to replace people with AI, only for people to start replacing tech companies with AI has gotta be the funniest plot twist of the century
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Low_Frequency_Trades retweeted
Of all the dumb things $EOSE has done I gotta say I think the recent rights offering was the nail in the coffin.
Sucked all the liquidity out of the stock on what was actually fair/average Q2 numbers and had a decent SP move going as well as pretty solid options movement. They announce a really poor timed RO with an even more retarded structure to the whole thing, essentially got rid of options for a month, nuked the SP by 65%, and had extremely underwhelming participation in the RO because it mathematically made zero sense.
(Makes even less sense now where the stock is at today)
Truly baffles me. Complete corporate malpractice to say the least
Low_Frequency_Trades retweeted
.@AFergusonFTC: "America is not a jobs program for the rest of the world — we built them for Americans."
.@VP: "The H1-B visa program is meant to allow companies to bring in really the best of the best from outside the United States of America for positions that are completely impossible to fill with American workers. Unfortunately, the program has become rife with fraud."
Low_Frequency_Trades retweeted
$EOSE — a genuine question for management
You have a Baker Hughes CFO. A Jabil operations legend. A former US Ambassador on your board. A Cerberus-backed $1B project finance platform. A Google partnership. A Department of War contract. The only domestic non-flammable long duration battery manufacturer in America. 91% domestic content. A product that can go where lithium cannot
And yet the stock is at $3
How is it possible that an entire retail investor community sees what you have built — sees the manufacturing inflection, the defense tailwinds, the data center opportunity, the FORTRESS America mandate — and your response is quarterly earnings calls and IR boilerplate?
Do you have any intention of succeeding and telling this story?
Because right now 120 million shares are short against you. They are betting you never will. And frankly the silence is making it easy for them
@PoweredByEos
Low_Frequency_Trades retweeted
Florida taxpayers have been taking the haircut for YEARS.
Homes cost more.
Food costs more.
Electricity costs more.
Insurance costs more.
Property taxes cost more.
Families adjusted. We cut things. We delayed things. We made it work.
But when taxpayers demand relief, suddenly government acts like cutting ITS budget is unthinkable.
That’s the part they never explain:
Why is the taxpayer always expected to adjust, but government never is?
Amendment 3 puts property-tax relief directly before Florida voters.
We’ve been taking the haircut.
Now government can sit in the chair.
Low_Frequency_Trades retweeted
NYC now legally requires companies to make cancelling a subscription as simple as signing up, the first US city to do so
"If you can sign up with a click, you must be able to cancel with one," Mayor Zohran Mamdani said
Low_Frequency_Trades retweeted
America’s corporate governance system is broken, and it’s killing public companies. Look no further than Cracker Barrel: Decades of brutal mismanagement have seen one incompetent CEO after another walk away with a massive paycheck while customers and actual shareholders take a beating.
Why does this keep happening? Because proxy advisory firms like ISS are corrupt. They blindly rubber-stamp failing boards year after year, protecting the corporate elite while burning shareholder value to the ground.
The root of the rot is index funds. There's no question that indexing one's money is a smart financial move for most people. But just because you passively index your investments doesn't mean your corporate votes should be handed over to the managers of your fund so they can play politics. Right now, passive funds hold massive, unchecked voting blocks while having zero skin in the game themselves.
It is time for a simple rewrite of the rules: We need to index the votes of index fund investors.
Passive index funds should be forced to automatically split their votes to proportionately mirror those of retail and active institutional shareholders — the people actually doing the research, risking their capital, and fighting for performance in the companies they hold shares in. No more rubber-stamping. A change like this will immediately strip corrupt gatekeepers like ISS of their toxic influence.
True accountability happens when lazy, overpaid boards actually answer to the stakeholders they represent, rather than screwing them over.
Actual, logic-driven governance when your money is passive happens when your vote passively follows the voting decisions of the actual market.
We need to stop letting passive capital protect active incompetence. By stripping index funds of their arbitrary voting power and empowering engaged investors, we will finally torch corporate cronyism and usher American capital markets into a golden age of capitalism.
Low_Frequency_Trades retweeted
The biggest AI companies may be using safety to lock everyone else out of the future (Save this).
@DavidSacks believes that warnings about catastrophic AI risks will build public support for a powerful federal regulator.
That regulator may never explicitly ban open source AI.
Instead, it could require every advanced model to remain continuously monitored, centrally controlled and capable of being withdrawn.
Closed models such as Claude could satisfy those requirements because they operate on company controlled servers.
Open weight models would struggle to comply because anyone can download, copy and modify their underlying weights.
Once those weights are publicly released, the developer cannot recall every copy, monitor every user or guarantee that its original safeguards remain intact.
Anthropic identifies this irreversibility as a legitimate security concern.
Applying identical rules to open and closed models could therefore produce very unequal consequences.
Anthropic and OpenAI could afford expensive testing, licensing and monitoring requirements, while startups and independent developers might be unable to comply.
The eventual result could be a government protected oligopoly dominated by a few closed model companies.
There is evidence supporting part of Sacks’ concern.
Anthropic advocates mandatory pre-release testing for every sufficiently powerful model, whether it is open or closed, with evaluations focused on cyber, biological and alignment risks.
However, Anthropic explicitly denies supporting a blanket ban on open weight models.
The company describes open models without dangerous capabilities as a public good and argues that regulation should depend on demonstrated capabilities rather than whether a model is open or closed.
Sacks’ strongest argument is therefore about regulatory consequences because safety organizations could receive stronger protections, politicians could acquire greater authority and dominant AI companies could gain an expensive compliance moat.
And open source competitors could gradually be eliminated without the government ever formally announcing a ban.
Low_Frequency_Trades retweeted
“The climate is going to kill us we need more government”
“COVID is going to kill us we need more government”
“A.I. is going to kill us we need more government”
Just stop. Nobody believes this shit anymore.
Low_Frequency_Trades retweeted
David Sacks makes a good point. If Dario and Sam think the leading AI labs are moving too fast and need to slow down, why don’t they just, you know, slow down?
Seriously, you guys are the leading AI labs, just get on the phone with each other and agree to slow down a bit - problem solved.
Why do they need an act of congress in order for them to slow down when they’re both the CEOs of their companies? It’s almost as if there’s some other motivation.
Low_Frequency_Trades retweeted
There's something fishy about all of this
You'd have to be incredibly naive to think these CEOs actually care only about safety
I think Anthropic and OpenAI want to achieve a legal cartel
These two companies are already at the frontier. If the AI race continues under unrestricted competition, there is always the threat of them being surpassed
Altman was already telling the U.S. Senate in 2023 that developing sufficiently advanced models should require licensing
I believe the ultimate goal is to institutionalize what should otherwise be a free market. These companies are already massive. They are both now approaching trillion-dollar valuations
They are in a great position to simply keep monetizing, growing, and establishing themselves as pillars of the future of humanity
If they become deeply embedded in US model licensing and registration frameworks as indispensable advisers to governments, they could help determine evaluation standards, acceptable safeguards, export controls, and what constitutes a dangerous model
There is also a much deeper incentive. These companies have no idea what happens once AGI, or especially ASI, is achieved. They cannot know whether self-improving AI will completely reshape the competitive hierarchy or suddenly make today's technological advantages irrelevant
Becoming part of the authority that controls the frontier would therefore be a way of protecting their own survivorship. Even if the technology changes dramatically, even if another model or company becomes technically superior, they would remain embedded in the institutions deciding who is allowed to develop, deploy, and scale frontier AI
In summary, these companies could go from simply offering models in a competitive market to becoming institutionalized controllers of AI progress
What could the future look like?
A few years from now, there could be perhaps five authorized frontier labs. These labs could control most of the frontier AI market with the help of the state. They would not only have influence over the rules, but could also become deeply entrenched within most major governments
Of course, I can't know for sure what these companies are planning, but sadly, I choose to be cynical
Low_Frequency_Trades retweeted
Dario: "Slow down."
Sam: "Agreed."
Elon: "He’s right."
Translation:
We secured our compute.
We locked down our clusters.
Now please regulate everyone else trying to catch up.
Low_Frequency_Trades retweeted
Hilarious thread of Irish guy asking about moving to India.
It takes 12 years for citizenship, you must renounce previous passports, of course zero welfare -- they'll just deport you.
HI EVERYONE - I JUST LANDED IN CALCUTTA, INDIA
🇮🇳🇮🇪🇮🇳🇮🇪🇮🇳🇮🇪🇮🇳🇮🇪🇮🇳🇮🇪🇮🇳🇮🇪🇮🇳🇮🇪🇮🇳🇮🇪🇮🇳🇮🇪🇮🇳🇮🇪🇮🇳🇮🇪🇮🇳🇮🇪
I love it here so much, I am going to stay.
@grok please tell me - briefly.
I want to get Indian Citizenship, how long will it take me?
Low_Frequency_Trades retweeted
China published the most uncomfortable paper on vibe coding.
ETH Zurich tested 100 developers in a controlled, commercial-grade vibe coding environment to see who actually succeeds.
The findings are brutal.
The researchers tracked computer science achievement, written communication skills, and general cognitive reasoning.
They wanted to see what actually predicts vibe coding proficiency when you never touch a line of source code yourself.
Two major predictors emerged.
Written communication proficiency mattered. The ability to structure thoughts and articulate intent unambiguously in text directly impacts what the AI builds.
But that wasn't even the main takeaway.
Computer science achievement was a massive, dominant predictor of success.
Even when researchers controlled for general intelligence and reasoning skills, CS background still heavily dictated who built working software and who completely crashed.
In fact, CS knowledge contributed roughly twice the unique predictive variance of writing skills alone.
Why? Because vibe coding isn't about writing code. It’s about debugging logic.
When an AI agent builds a complex application and quietly breaks an edge case under the hood, a non-technical user looks at the glowing UI and assumes it works.
They don't know what questions to ask. They don't know what logic to challenge. They lack the mental models to recognize architectural catastrophe.
You can prompt your way past syntax.
You cannot prompt your way past a fundamental lack of engineering intuition.
The hype told us that learning to code is dead because language is all you need.
The data just proved the opposite.
To truly master the vibe, you still need to understand how the machine thinks.
Low_Frequency_Trades retweeted
Data centers will be used to run 3D world simulations to train robots that will REPLACE you (nearly all physical labor within a few years).
The narrative that "everybody will have universal high income" is a fairy tale for low-IQ people.
They don't plan to pay you to just live and consume electricity and food while they extract no income taxes from you. (Seriously, get real.)
They plan to accelerate your death and get you out of the way! They are training your replacements in the data centers. Soon, they won't need humans for anything at all.
Those who don't see this coming will be among the first to be steamrolled by it.