Year 2 RRNA💉 | 11yr High-Conviction Trader 📈 | Equity & Options 🔍 | Macro + Momentum 📊 | Risk Obsessed | Not financial advice. No recs.
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Joined July 2023
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🔥HNDRXX🔥 retweeted
This is going around and everyone in awe bc fundamentals are so strong yet here we are.
Stocks w revenues locked up for 2yrs in advance trading at single digit multiples down 70%zzzYou ask why???
Because liquidity drives all. Rates, crude oil, debt issuance, IPOs, it’s sucked out the excess leverage from system.
The hope or bull case is war gets resolved oil comes down, unemployment ticks up a a growth scare and the Fed steps in to increase that liquidity. Then it’s 1998 not 2000
🔥HNDRXX🔥 retweeted
"AI mode does not drive traffic. Not for us and not to anybody as far as I know. It used to be a traffic driver. Now it's not," Reddit CEO has said.
🔥HNDRXX🔥 retweeted
Big tech cant pay for AI out of its own pocket anymore
Cloud demand passed every test this week: AWS +39%, Azure +48%, GCP +103%. Stocks selling off anyway bc the core businesses no longer cover the buildout.
Amazon trailing FCF is –$42b. Alphabet’s Q3 FCF was –$9b. Goldman expects ~$400b in bonds to fund ~35% of 2027 capex.
Only Microsoft says it can self-fund next year (and it just priced $25b in bonds)
🔥HNDRXX🔥 retweeted
Binance's initial investigation suggests that the security incident may involve a compromised DevOps engineer’s laptop, which allowed an attacker to gain access to a service container and submit unauthorized withdrawal transactions. We have found no evidence of any wallet private key leak. We will share a detailed technical post-mortem once the investigation is complete and the facts are fully verified.
The estimated total impact sits at around $6.3B. We have worked with blockchain partners to freeze affected assets, with ~$3 billion frozen on-chain so far.
Binance will cover all losses from the SAFU fund and the company’s funds. User funds are safe. We will also publish an updated Proof of Reserves once the remediation is complete.
As an immediate precaution, Binance has:
- temporarily suspended deposits and withdrawals while security checks are completed;
- revoked the affected address authorisation;
- engaged law enforcement and blockchain intelligence partners to trace and recover funds.
Our teams are working around the clock to resolve this issue safely and thoroughly. We are working closely with our law enforcement partners to confirm the identity of these criminals and bring them to justice.
Please rely only on official Binance channels for updates. Please feel free to contact Binance Customer Support if you have any further questions.
binance.com/en/support/annou…
🔥HNDRXX🔥 retweeted
$LLY adults with type 2 diabetes, retatrutide lowered A1C by an average of 2.2% vs. 1.8% with Ozempic 2 mg at 80 weeks
Participants taking retatrutide lost an average of 44 lbs to 47 lbs (20% to 21%) vs. 21 lbs (9%) with Ozempic 2 mg at 80 weeks
TRANSCEND-T2D-2 marks the sixth Phase 3 trial in which retatrutide has delivered powerful efficacy, reinforcing its potential to transform cardiometabolic care
$LLY Retatrutide delivered greater A1C reduction and more than double the weight loss of Ozempic's highest approved dose in head-to-head trial. $NVO
prnewswire.com/news-releases…
🔥HNDRXX🔥 retweeted
$PALI First Patient Dosed in Global Phase 2b ASCENTRA-UC Study Evaluating Oral PALI-2108 for the Treatment of Ulcerative Colitis
- 29 of 30 planned U.S. sites already activated
- Global expansion progressing toward ~115 total sites, with CTA clearance in Canada
- Topline data expected Q4'27
🔥HNDRXX🔥 retweeted
Opportunity of a generation. If you miss it. Too bad. But Walmart need
S grocery baggers.
Never in a lifetime will you ever see profits bigger than what mu skhy sndk making right now.
Skhy made 62b in a quarter. Do you comprehend
I think retail is starting to care less and less about Bitcoin. I’m interested to read your perspective but maybe I am bitter against Bitcoin.
**SOMETHING VERY STRANGE IS HAPPENING IN THE MARKETS.**
Since mid-August:
Bitcoin: +27.5%
Gold: -7%
HUT: -21%
IREN: -38%
NBIS: -38%
CRWV: -44%
CIFR: -53%
Bitcoin is beating gold by 34.5 percentage points.
And outperforming some of the biggest AI infrastructure stocks by as much as 80.5 points.
Think about that.
For years, investors bought Bitcoin miners as leveraged bets on BTC.
Then those miners began reinventing themselves as AI infrastructure companies.
Bitcoin rallied.
The AI infrastructure stocks collapsed.
Even gold went backward.
**Is Bitcoin becoming the cleaner way to own digital scarcity while AI infrastructure equities get repriced for debt, dilution and capital intensity?**
Or is this the beginning of an extraordinary buying opportunity in the neoclouds?
Two completely different interpretations of the same numbers.
I'm studying both.
And I just published a deeper analysis for my X subscribers on the economics behind this divergence.