Ξ& retweeted
gm aeons i bought a bunch of $SPX 0x8b132a82101619eeb4ea67f0da32f54d807a825d67f57e66925f9deaeda7547d
I will share my whole thesis soon. The tldr is spx6900 will flip the stock market!
Ξ& retweeted
AI Bubble Bois vs Reality……
Reality:
Elon $500B-$1T ARR at $spcx next year (per earnings call this week)
Jassey (Amazon CEO) we are sold out at AWS in 2027 and a lot of 2028 (per podcast this week)
Nikesh Arora (Palo Alto CEO) compute is constrained, I’m a taker of terms not a setter of terms (per podcast today)
Sundar Pichai (Google CEO) we have been capacity constrained as they work through new model (Argon) launch (per podcast this week)
Jensen (Nvidia CEO) sold out through mid 2028
“Bubble bois”:
Average Private Wealth idiot on CNBC….
“Rates up 40bps over past 4 months AI bubble going to blow”….…..
Reality:
Meanwhile there’s like no financial leverage from the top companies ……
Net debt / EBITDA — Nasdaq-100 top names (TTM, reported)
NVDA -0.4x (net cash)
AAPL -0.3x (net cash)
GOOGL -0.3x (net cash)
TSLA -2.5x (net cash)
META -0.1x (net cash)
MSFT 0.0x
AMZN 0.2x (~0.8x incl. leases)
AVGO 1.4x
ORCL 3.4x ← the outlier
Nasdaq-100 aggregate: ~0.3x reported 0.6–0.8x lease/SPV-adjusted
S&P 500 ex-financials: ~1.5–2.0x
….the dummies can cause a lot of vol, hang in there. Have a great weekend!
Ξ& retweeted
October has been an absolute nightmare for software
> Railway - customer secrets exposure
> LiteLLM - malicious PyPI + Docker releases
> Zeabur - infrastructure breached
> OpenCode - AI API keys exposed
> OVHcloud CLI - official binaries backdoored
> Rank Math PRO - malware in official plugin
> TeamUpdraft - customer data compromised
> ConnectWise - cloud backup identities compromised
> Tensorlake - npm package infected
> SubQuery - backdoored npm package
> GhostAction - GitHub repos with malicious workflows
> PHP - critical RCE vulnerabilities
> Node.js - security vulnerabilities patched
> eMudhra - certificate authority keys compromised
> Tailscale - eMudhra incident
At this point, the biggest security risk might not be the code we write, but the code we trust...
Ξ& retweeted
Thrilled to see that @Nightshare has started the auction for Am I playing in Your Head.
One of the biggest supporters out here.
Thank you so much! I am so grateful for your continued support
Had been using sol 6.1 as my main driver
Switched to Claude.
A real step change in quality, soooo much better, even sonnet.
Ξ& retweeted
My current model rankings
S - Opus 5.5, Muse Wonder
A - GPT-6.1 Sol
— Gap —
Everything else
Mathematicians are coming across like a bunch of egotistical and bitter luddites.
Chess players were the first.
Next up physicists, hopefully.
I just minted "Leap Of Faith" by @ResetNft which is now live on @TransientLabs. Minting now! transient.xyz/mint/leap-of-f…
Ξ& retweeted
Can you take a leap of faith
Limited Edition
0.012 Eth
@TransientLabs
