Degentrading

quick thoughts - if mkt is selling off $nvda despite the immense growth and projections ...then it doesnt really bode well for the memory cos. memory bros have been saying supercycle but memory bears keep preaching cyclical....we shall find out

imo today was a massive short covering into $nvda earnings. big bounces across the most shorted names.

tldr: stani is incredibly toxic for $aave token holders. the og team lucked out and is back for the grift

new mountain BDC sells asset at 6% discount....this is likely to be the easiest and the most liquid stuff they have on hand....makes you think what the rest go for

crowd sourcing intel - how can i buy 10d 2y usdinr calls in the most efficient manner

new citrini piece tells you more about which positioning is more offside

how to trade late stage AI cycle - size down, increase degeneracy.

rotation of capital from US -> KR -> JP -> HK stocks....fast ball of money rotating through AI plays. reminds me of the defi food farms fun days

As a non dev, utilizing claude over the past month has allowed me to build apps that i previously would get a team to build - often over weeks. Now in hours or days. Deep domain experts are going to be tremendously valued - understanding what to build vs how to build.

It was today that i found out that the netherlands currently taxes wealth already via "fictitious returns" wtf??? Sorry europe is permanently cooked

Main theme ricocheting through markets is AI.
A few sub-themes
! - Spenders of Capex vs Earners of Capex - Capex heavy stocks are getting punished - think hyperscalers - $goog, $amzn
2 - Redundancy through AI - unironically, software is the theme getting torched here deeply
3 - BUT, not all SaaS is created equal, some will benefit and have more usage (APIs) others - meant for human dashboarding will have subscription numbers dropping