57k on TikTok Stocks l Ai Top 5% Kalshi Trader I post my thesis on substack.com/@saldivva
New York, NY
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Never mind I’m bullish again 💀
Cramer on AI trade “I just don’t think it’s safe to be aggressively bullish on the group until the charts improve, the hyperscalers report, the election’s in the rearview mirror, and Anthropic manages to come public,” Cramer said Monday. “That’s what you need to keep your eyes on before circling back to this newly beaten down group.”
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SALDIVVA retweeted
Don’t have to be dramatic & say the AI trade is over. Don’t even know what that is defined as tbh.
You don’t need to try to predict anything you can look at what’s already happened.
Most are down 60%, in downtrends, and broken.
Maybe that changes but right now u can be objective or you can hope.
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BREAKTHROUGH U.S.–IRAN DEAL REPORTEDLY EXPECTED THIS WEEK
Sources familiar with mediation efforts told Al-Araby Al-Jadeed that a breakthrough agreement between Washington and Tehran could be announced this week.
Negotiators are reportedly working to narrow differences and secure mutual concessions to prevent renewed military escalation.
No agreement has been officially confirmed.
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Nah these guys definitely got AGI 💀
We’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new wholly owned entity dedicated entirely to the public benefit.
It will start off with 5% of our shares. For every 50% increase in the company’s value over a set baseline, we can contribute up to an extra 2%, subject to our board’s discretion.
In total, this means that roughly 20% of Anthropic’s shares are committed to the public good. Our co-founders have already pledged to donate 80% of their equity, and around half our employees are donating a portion of their equity as part of a donation matching program we’ve run since our founding.
In the post below, we share more details about our new fund.
anthropic.com/news/public-be…
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Another one falls.
Expect this to be more common, hoping it doesn’t bring $NBIS down.
Microsoft has pulled out of a UK data center deal with British neocloud Nscale at a critical time for the startup’s initial public offering hopes, the Telegraph reported. bloomberg.com/news/articles/…
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Expectations don't just predict economic reality,they can help create it.
AKA Perception is Reality.
One sentence macro model: On the way out the door, every farmer's wife says to every farmer, "the weather's looking bad so don't buy as much at the market this week, but also don't sell our crops for less than the usual price."
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Perception is Reality.
Don’t fight it.
Adapt.
Think Crypto people have far more edge than they think trading AI names.
The market is not really based in reality, it's mostly narrative, psyop and momentum based. A lot of companies are totally devoid of realistic valuations.
AI is either real or it's not, and Crypto traders have cut their teeth on recursive money legos.
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