0xyfed (@0xyfed) header
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AI infrastructure & semiconductor deep dives. The numbers will resolve the debate — not the narrative. NFA.

Joined December 2009
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Can't wait for the market to freak out over $META EPS miss tonight before realizing there's an expected ~$10B attorneys general settlement charge baked into the numbers.
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This will sound super crazy, but I see a path to SpaceX being worth orders of magnitude more than the current Earth economy
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After 20+ years of trading, I’ve figured out something most of the FURUS on this platform will never tell you. Their business model DEPENDS on you needing them. Work harder. More screen time. Watch charts all day. No days off. Buy the next course. Join the next room. Upgrade to the next tier. Sound familiar? They preach financial freedom while building a business around your MONTHLY DEPENDENCY. I have ZERO problem with someone making money running a business. But are they actually teaching you to fish, or just charging you every month to eat? Here's what 20+ years in the markets taught me. You need screen time. You need experience. But you DON'T need to spend your entire fucking life staring at candles. Strip the charts down. Learn major support and resistance. Study where buyers and sellers actually transact. Identify tight consolidation pockets. Wait for price to break out and FOLLOW THE MONEY AKA PRICE ACTION (trend). Stop complicating something that doesn't need to be complicated. Most struggling traders don't need another indicator, another subscription or another guy screaming BUY in Discord. They need someone willing to answer their fucking questions and teach them WHY a trade makes sense. The goal should be to eventually NOT NEED ME. That's where I differ. Ask me specific questions. I'll start teaching more of what I've learned over two decades. My FREE Substack already covers a ton. I don't need you glued to a screen for 12 hours or dependent on someone else's alerts for the rest of your life. I want you to learn how to THINK for yourself. If your trading education never teaches you how to trade WITHOUT your teacher, you're not the student anymore. You're the recurring revenue. ❤️Like and repost if you're ready to stop being someone's monthly paycheck and actually learn this business. 🐦‍⬛
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Announcing Imagine Image 2.0, our next generation image model with precision editing, crisp text rendering, improved factuality, and real world usefulness. Image 2.0 helps you make images for real work. x.ai/news/grok-imagine-image…
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new swing trade idea $LULU 🍑 falling wedge on a weekly, stock a is due for some upside
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🔄 SECTOR ROTATION — Mag 7 bid, Semi Equipment dumped Mag 7 +3.1% vs Semi Equipment -8.6% (RS gap +11.7 pts | SPY +0.3%) ⭐ Leaders: META +11.1%, MSFT +3.7%, TSLA +2.7% META is decoupling — leading its group by +9.4%
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Sector ETF RS (SPDRs vs SPY, cap-weighted — pivot target on top): +3.4% XLC Comm Svcs RS +3.1 +2.1% XLF Financials RS +1.8 +1.6% XLY Cons Disc RS +1.3 +0.7% XLB Materials RS +0.4 +0.7% XLRE Real Estate RS +0.4 +0.3% XLV Health Care RS +0.1 -0.0% XLP Cons Staples RS -0.3 -0.2% XLI Industrials RS -0.5 -0.5% XLE Energy RS -0.8 -1.2% XLU Utilities RS -1.5 -1.8% XLK Technology RS -2.1 -4.4% SMH Semis RS -4.6
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🔭 Atoms / Physical-AI (thematic RS vs SPY — NOT a GICS sector): +3.0% SHLD Defense tech RS +2.7 +1.1% ITA Defense primes RS +0.8 +1.0% BOTZ Robotics RS +0.7 -8.7% DRAM Memory RS -9.0
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I have a personal AI research analyst. Every week it reads the blogs + newsletters I care about, summarizes what's new, and DMs me a digest. It cost me one afternoon and pennies a week to vibe-code. Here's the whole build 🧵
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Honest note: the LLM call needs an API key, and the Anthropic API is pay-as-you-go — separate from a Claude.ai sub. A weekly run of a few posts on Haiku/Sonnet is literally pennies. Want it free? Point it at a local model (Ollama). 👍
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Here it is — paste straight into Claude and it builds the whole thing: rentry.co/ai-newsletter-bot Building one? Reply with the feeds you'd point it at — I'm collecting the best ones. 👇
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