@taobanker
Account based inUnited States
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"All things are poison, and nothing is without poison; the dosage alone makes it so a thing is not a poison." -Paracelsus
Joined November 2020
- Tweets94.8K
- Following4.5K
- Followers14.8K
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taobanker retweeted
Some neat facts:
$BABA last reporting quarter ended June 30th.
Since June 30th, Chinese model token share on Vercel Gateway has ~5x.
Alibaba Cloud is a primary cloud provider to most major Chinese AI labs.
Analysts are pricing in ~50% cloud growth YoY.
taobanker retweeted
Will be releasing a faster way to get SEC filings soon. Generally, can get notified that a filing will be released ~30s faster than current methods.
...and seem to have stumbled on getting 10-Qs 12 hours faster.
this literally just happened to me when i saw his $crwd post
Serious question. What should I do with my vocabulary app? It's easily the best vocabulary learning app ever by at least 50x. Has a few killer features that weren't really possible before AI. I kind of want to make it free / open source but also lowkey feeling greedy asf.
Just went on a crazy excellent walk. Was literally flying down Cary St. Pacemogging everyone. Limbermaxxed. Retail participants and walking tourists alike were stunned with admiration.
taobanker retweeted
They actually did it.
Muse, to me, is as groundbreaking of a product as the iPhone and has exceeded my wildest expectations for what Meta could build and achieve.
We are in the endgame now.
Well done, you have a lot to be proud of.
@finkd
@alexandr_wang
@natfriedman
$META
Lately I'm really getting shafted by the content filter in trying to build my vocabulary app. Ironic because what I'm doing (limited quotes/excerpts) is actually legal under copyright law while the labs literally just stole all that shit.
Just cracked open the Callipo ventresca. Yeah, this is some real serious stuff. Was a little concerned that it might be too fatty like toro/wagyu, but it's actually just elite tuna. Probably worth paying up for since you can only real eat tuna 1-2x a week for mercury reasons anyway.
Alright, got a tuna updates for you guys.
I broke down and ordered some cans of Ortiz even though it's albacore (mercury) because the reviews were so good.
Initial presentation was excellent. Very solid chunks, practically a steak. Nice coloration.
The tuna itself was a bit bland and dry, however. Lacked that yellowfin tang. It's not worth the mercury + price premium unless you're just an occasional tuna guy. Which is, frankly, a bit of a relief.
Next up I will be trying the gold standard in jarred tuna -- Callipo Yellowfin Ventresca. Pretty excited but also scared bc it costs $15 per jar.
My credit guy was telling me about this. I didn't understand 98% of his acronyms / industry jargon but basically what he said is that data-center project-level financing already exhausted the capital of the most retarded buyers like $OWL etc. No one sophisticated wanted to touch that shit. Now financing is shifting to corporate level bonds.
(FT) - About $18bn of loans tied to a data centre leased to Oracle in New Mexico slid into stressed territory on Friday, highlighting investors’ fear that increasing local backlash will derail the tech group’s massive AI infrastructure build-out.
$ORCL
ft.com/content/bd441859-6c94…
$TAP recently is a perfect example.
Was it fundamentally undervalued? I mean maybe, but who gives a fuck. It was mid.
Fundamental analysis alone is not going to get you the results that you want. That was impatient of me.
But if you combine that with some serious ape psychology (like prominent news headlines) or substantial technical factors (like index deletion panic, extremely crowded short), then you might really be getting somewhere.
My biggest takeaway from computer analysis of stonks is that 99% of opportunities are fundamentally mid, as revealed by sufficient analysis. So either you're boiling the ocean to build a portfolio of ~20 stocks or you need to be focused on ape psychology / technicals anyway
Current food stack:
Daily Core (1370 cal) -- fats, protein, fiber
- 1x banana (110 cal)
- 20 oz fairlife whole milk + protein powder (535 cal)
- 1x avocado (300 cal)
- 1x tuna fish, turkey, or salami on whole wheat (425 cal)
Weekly Carboload
- Stacy's cinnamon sugar pita chips
Trying to work eggs back in but it's hard to get in the habit
Was doing daily fage yogurt but idk it felt like overkill on the dairy
Have zero appetite for frozen slop, local dumplings, or even chipotle after just a few weeks of this
When you supply your body with ample protein + healthy fats the cravings lowkey melt away