irlmaxxing I will be back in a few months selling vol at https://nitter.cf/t.co/lcNhqjPF07
miau
Joined February 2012
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I dont think now is the right time to add
I was wrong the much awaited pump did not come for jio ipo now my hope is diwali will give me some nice levels
I will keep adding long term 1 year out puts as we move beyond 23500
The other way to short would be to wait for it to break the 22200
Otherwise im waiting im not even trading near month for vol or delta because there is no vrp or a clear trend
Bought some $GOOGL today wish me luck
Btw I’m very bullish on long-term token demand, but it’s far from obvious that OpenAI and Anthropic will capture a disproportionate share of that growth or even necessarily survive.
If anything, hyperscalers like Google have a structurally better business model. They own the infrastructure, have access to high-quality data and distribution and don’t have to jump through the same hoops to secure compute.
I don’t see why Google couldn’t eventually compete away much of the economics of standalone AI labs.
Given that I’m not particularly keen on betting on AI labs priced to perfection, especially when they’re taking on massive longterm compute commitments against relatively shortterm and uncertain revenues
Chad amrikan tradoor embracing on-chain perps as the future or chud vishwaguru tradoor crying about “saar is it legal”
Which way gambler
Btw I’m very bullish on long-term token demand, but it’s far from obvious that OpenAI and Anthropic will capture a disproportionate share of that growth or even necessarily survive.
If anything, hyperscalers like Google have a structurally better business model. They own the infrastructure, have access to high-quality data and distribution and don’t have to jump through the same hoops to secure compute.
I don’t see why Google couldn’t eventually compete away much of the economics of standalone AI labs.
Given that I’m not particularly keen on betting on AI labs priced to perfection, especially when they’re taking on massive longterm compute commitments against relatively shortterm and uncertain revenues
The more I think about it the more AI labs remind me of WeWork.
WeWork took on long-term office leases and rented out desks on short-term contracts. AI labs are doing something similar with compute, committing to capacity years in advance and selling tokens on a pay-as-you-go basis.
Of course, AI labs have their own proprietary models that can generate genuinely differentiated demand but also face obsolesce from other participants. The problem is that pricing and utilization could deteriorate together particularly if competitors simultaneously introduce more efficient models
Is my understanding correct or am i missing somethign?
The more I think about it the more AI labs remind me of WeWork.
WeWork took on long-term office leases and rented out desks on short-term contracts. AI labs are doing something similar with compute, committing to capacity years in advance and selling tokens on a pay-as-you-go basis.
Of course, AI labs have their own proprietary models that can generate genuinely differentiated demand but also face obsolesce from other participants. The problem is that pricing and utilization could deteriorate together particularly if competitors simultaneously introduce more efficient models
Is my understanding correct or am i missing somethign?
I dont understand why indian fintwit is so mad about this
Onchain securities are the future and its good for nse bse and brokers to have some competition
darpan (afk) retweeted
" is this even legal? @NSEIndia "
some random retard indian 😭🤣
My bad bros i made a mistake i have jumped the gun here but they have also capitalised their recurring compute cost by issuing convertible notes to their vendors
It will work wonders if the biz continues to scale rapidly but if it slows down its ovar
It has happened numerous times in the past with dotcom crash and the railroads mania wherein the companies issued convertible notes instead of paying cash for picks and shovels
darpan (afk) retweeted
They don't know $72B of Anthropic's $80B loss is non-cash accounting. It's just Amazon's convertible notes getting repriced because the company got more valuable and those notes convert at IPO anyway.
Let me explain the last part of my larp here
why risk assets could be at threat moving forward
Most retail investors have only experienced a long term secular bull market, supported in part by four decades of declining interest rates and a falling cost of capital.
Lower rates made borrowing cheaper, pushed valuations higher, and incentivised investors to move further out on the risk curve.
But what if that secular trend has reversed?
Structurally higher rates for several decades could mean sustained pressure on valuation multiples, higher financing costs, and slower earnings growth. Meanwhile, bonds and cash become increasingly attractive alternatives. This is also why I feel like its retarded to consider "long-term PE ratio average/median of nifty" as a way to determine whether the index is cheap or not.
Hi just wanted to make one post before i dip again
There is not enough blood on the street for me to buy nifty atm
A lot of people are still talking about buying the dip i still dont think nifty is attractive at these levels (my tf is 5 years out if you want to trade shorter tf then sure it might pump a lil but long term view is that we need another year of sideways market or a correction of 10-20%) dont get mislead by aggregate PE ratio the constituents are still over valued as I said 6 months back
When we see mutual fund managers, mutual fund distributors, pms distributors and employims committing mass sudoku because of sip redemption and subsequent nifty correction that is when we will have a real bottom
Also a lot of people here have no idea that commodities and bond yields can keep going higher for decades. A whole generation will learn a lesson from the next two three years
a chud sitting on his dumbass larping on twitter and making money by trading for 6 hours a day with infinite flexibility should not be paying the same tax as wagie slogging it out like a real chad it should be way higher
Govt should increase ltcg and stcg for retail
Told my friend to be careful and not give email access to Instinct man replies he has hedged it with $BUG
30% of my book is crude futures now what could go wrong
If you believe that it will stay this way then may god save you. The only reason oil hasn't gone parabolic is because trump wants to keep the future prices in control for his midterm psyop
Everytime wti tries to cross 92 we see a masterclass of psyop from trump, barak ravid and javier blas and all the nifty perma bulls start taking victory laps around it and I get graped on my Oil & Gas E&P stocks and crude futs
This time there have been really strong bids around 87-88 after news driven sell offs so we'll see who has the last laugh