just remember that if you hold a memecoin and drawdown millions on it before eventually selling, people will still call you a “cancer holder” i still love memecoins and they will come back but don’t try to be a hero because they’ll call you a villain anyway
as a counter to anthropic s1 glaze majority of q2 was the height of tokenmaxxing where companies were spending as much money as possible on credits it wasn’t until july where the idea of managing ai spend started to get traction also q2 was peak Opus 4.7 & Mythos/Fable season hype vs GPT-5.5, and Codex didn’t really take over until 5.6 during the summer i love anthropic’s products though and probably will slam the ipo because it’s first pure play ai lab but the belief that the headwinds for the ai trade have disappeared because of this document is not accurate >models have never been more commoditized than they are right now i used to be able to tell the difference between model outputs, now it’s almost impossible the more they get commoditized, the more the margins compress. this was not clear in q2. it is now. >still no clear proof of how ai drives more profit to most businesses most of anthropic’s biggest customers are publicly traded companies & they will be incentivized to decrease their own Claude spend to improve their own margins >capex commitments already signed until 2034 every hyperscaler & lab has been racing to sign deals spanning the next decade. this is all priced in already. this means the labs/mag7 basically either find ways to make existing chips more efficient (deepseek deepinfer type stuff) or they dilute shares to spend more on capex. either way stocks go down in both those scenarios — i am an ai bull but i believe the winners have still not been decided i think muse is great but does anyone know if it can drive hundreds of billions of dollars in value to Meta? well that’s what’s priced in and that’s what it would take for the investment to be worthwhile. — of course a lot can change but it feels like the real ai trade will take place after this current one settles down the real one will take time, just don’t see how it’s going to be this business cycle
flood/soska best traders of this cycle and its not particularly close >hype since tge with max size + clear thesis >shorted memory top >longed btc bottom ~62k >called for recent equities/semis sell off the point of an X account posting trades isn’t to deliver you exact entries & exits or have 100% hitrate it’s simply to introduce you to potentially life changing trade ideas who cares about their shitposts or upbringing or personality are they posting genuine alpha or not? it’s so rare that the idea that randoms are dunking on the dude is wild
can someone tell me if we should long tesla on this?
