gut feeling generational bull run in November $META $NVDA $ZEC $BTC $XMR $HYPE
it is all subsidy games, OpenAI models are much more token-efficient than Anthropic's. we all gonna migrate to Astra 6.1 or Sol 6.5 once Anthropic stops subsidizing heavily the subscription (prob a few months later after IPO) and OpenAI would vampire-attack back with everyday resets, as it did in July
It’s probably last years when you could make money investing / trading on public markets (exl. variance, insider trading) quant firms will perfect the usage of frontier LLMs at ultrafast speed and absolutely everything will be priced in immediately algos rely on data and predefined rules, but lack the ability to reason while LLMs can interpret information in much bigger context, thus allowing them to assess assets more accurately and price them closer to their true value, near-instantly you still can make money on public markets if you reason a little about the most likely future and wait for it to get priced in Hyperliquid
papertrade’s rise and fall shall be studied why insta-rugging a ponzi, when it’s still eventual destiny was to get terraluna’d
frontier AI companies are missing huge opportunity to sell their own GPU chips optimized for prop models and sell that vertical to neoclouds & governments thus, tapping into Nvidia margins and having competitive advantage bc of the frontier llms
kinetiq has never been +EV unless you're their insider a lot of announcements, announcements of announcements, no PMF and the kHYPE liquidity is mostly their whale seed round cabal hilarious Omnia talking about T-level, have u guys seen him irl ? If you are bullish Hyperliquid, just hold HYPE. There is no beta to Jeffe, i love you
$NVDA is very likely to run plus 30-40% in the next 365 days (from 14x fp/e to 18-19x fp/e) market clearly overstates GPU cycle top, and self-host inference would make more sense lately once Claude Code and Codex start lowering usage subsidies in subscriptions not forgetting their Vera CPU Calendar'28 is 11x forward. +EV buy here for me