@ValueNotDeadYet

Manage the Expectations, Manage the Outcome

Joined February 2021
  • Tweets35.6K
  • Following923
  • Followers4.1K
3.9KMedia
ValueNotDeadYet retweeted
Negligible Capital
@negligible_capOct 20
Damn they move quick
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Eduardo
@iam_edhOct 16
Iโ€™m sorry but this has me dying ๐Ÿ˜‚๐Ÿคฃ๐Ÿ˜‚๐Ÿคฃ๐Ÿ˜‚๐Ÿคฃ๐Ÿ˜‚๐Ÿคท๐Ÿปโ€โ™‚๏ธ Iโ€™m Mexican and this is hilarious ๐Ÿ˜†
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ValueNotDeadYet retweeted
jbulltard
@jbulltard1Oct 13
I dont think fintwit is ready for $MU to be in stage 4 decline xitter.cf/Financhle/status/21098โ€ฆ
Financhle
@FinanchleOct 13
"It's different this time!! ๐Ÿ˜ญ" $MU
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Negligible Capital
@negligible_capOct 5
54% of Russell 3000 stocks have dropped by 20% or more since June
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*Walter Bloomberg
@DeItaoneSep 28
S&P 500 BREADTH FALLS TO DOT-COM ERA LOW Goldman Sachs says AI stocks are masking extreme weakness beneath the S&P 500, with market breadth falling to its lowest level since the dot-com bubble. The median S&P 500 stock now trades 16% below its 52-week high, while investor positioning has fallen sharply. Goldman sees potential for lagging stocks to catch up if macro uncertainty eases.
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Sid Prabhu
@sidprabhuSep 24
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Charlie Bilello
@charliebilelloAug 14
US National Debt in March 2016: $19 trillion US National Debt Today: $40 trillion
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zerohedge
@zerohedgeAug 11
Ship Pays $4 Million to Cut 10-Day Line to Cross Panama Canal same price as cutting the line at Disneyland
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Morgan Stanley: "Customer long-term agreements have not delivered the broad re-rating we had expected, at least so far. If the market fully valued LTAs, memory stocks would likely trade at higher multiples." $DRAM $EWY $MU $SNDK
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Angel P@AngelParnAug 3
$LFMD $HIMS $NVO $LLY First month of Medicare coverage of GLP-1's shows nice revenue tailwind
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zerohedge
@zerohedgeAug 3
Update: SK Hynix last 5 days "price discovery" 8/3: -11.47% 7/31: +26.42% 7/30: -3.62% 7/29: -7.54% 7/28: -16.16%
zerohedge
@zerohedgeJul 29
Update: SK Hynix last 3 days "price discovery" 7/27: +2.13% 7/28: -16.16% 7/29: -7.61%
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zerohedge
@zerohedgeAug 3
Less than five days left until Trump announces the next massive Iran strikes at 4:01pm on Friday
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zerohedge
@zerohedgeJul 30
Archegos 2.0 it was. *SITUATIONAL AWARENESS ASSETS SAID TO FALL TO $10 BILLION Down from $45BN less than a month ago. Historic implosion. Who is Archegos 3.0... there is still about $500BN in TRS excess leverage
zerohedge
@zerohedgeJun 12
Has anyone done the analysis which funds have the most TRS on AI, aka Archegos 2.0
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My conversation with Sam Altman (@sama), CEO of OpenAI. We discuss: - Kimi, distillation, and open source - OpenAI's compute bets - The Hugging Face incident - What happens after AGI - Raising kids in an age of abundant intelligence - And much more Enjoy! TIMESTAMPS 0:00 Intro 4:10 The Race for Compute 14:24 A Sci-Fi Cyber Incident 16:14 The Promise and Risks of AGI 23:27 How AI Will Change Jobs 29:38 Samโ€™s Vision for a Personal AI 35:02 Robotics, ChatGPT, and What Comes Next 44:39 The Weight of Leading OpenAI 51:36 OpenAIโ€™s Biggest Lessons
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Teng Yan
@tengyanAIJul 26
The beef that explains much of today's AI landscape. @elonmusk: "i'm not a fan of Sam. if you started a nonprofit that was meant to be an open-source AI and turned into into a $800B for-profit closed-source company.. that's my issue" โ€œthe reason Anthropic exists is because they didnโ€™t trust Sam Altman. Otherwise theyโ€™d still be at OpenAI. everyone I've met at Anthropic so far..no one set off my evil detector." source: The Economist
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Hardik Shah
@AIStockSavvyJul 23
$ORCL | ๐†๐ฎ๐ ๐ ๐ž๐ง๐ก๐ž๐ข๐ฆ ๐ซ๐ž๐ข๐ญ๐ž๐ซ๐š๐ญ๐ž๐ฌ ๐๐ฎ๐ฒ on ๐Ž๐ซ๐š๐œ๐ฅ๐ž, ๐ฆ๐š๐ข๐ง๐ญ๐š๐ข๐ง๐ฌ ๐๐“ ๐š๐ญ $๐Ÿ’๐ŸŽ๐ŸŽ Analyst relays management's message that Oracle's AI build-out is 'materially de-risked' and that data center delays are not systemic or meaningful.
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Holger Zschaepitz
@SchuldensuehnerJul 17
The great semiconductor disconnect: SOX earnings estimates keep climbing to fresh records, while chip stocks are tumbling. The index is now ~20% below its peak even as forward profits hit new highs. Either this is a buying opportunity โ€“ or the market knows something analysts donโ€™t.
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SemiAnalysis
@SemiAnalysis_Jul 17
Similar to the panic over DeepSeek R1, some uneducated people think Kimi K3โ€™s use of linear attention (KDA) is bad for NVIDIA, HBM, DRAM, and networking because it has relatively lower KV-cache requirements. The opposite is true, and we explain why below. ๐Ÿ‘‡๏ธ 1/8๐Ÿงต
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Serenity
@aleabitoredditJul 16
My guess is weโ€™re close to market bottom on semis from $INTC to $LITE. A good indicator is if everyone on $RDDT blew up their portfolios to $0.
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zerohedge
@zerohedgeJul 12
Zero attacks on UAE by Iran since...
Reuters
@ReutersJun 12
Exclusive: UAE to unlock billions of dollars for Iran, sources say reut.rs/4oqzq2Y reut.rs/4oqzq2Y

EXCLUSIVE: UAE to unlock billions of dollars for Iran, sources say

The United Arab Emirates has agreed to unlock billions of dollars for Iran, four sources said, in a tactical shift after weeks โ€‹of Iranian attacks on the wealthy Gulf Arab state during the U.S.-Isr...

reuters.com
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