Auph retweeted
We've finally made it to November... holy crap October was brutal.
Per Morgan Stanley data, the recent hedge fund de-grossing was the highest in the past 10 years.
Exceeding the:
- 2016 Chinese stock market crash
- 2018 Volmageddon
- March 2020 COVID crash
- 2021 Archegos collapse / Evergrande crisis
- 2022 bear market
Goldman's prime brokerage desk reported on the 26th that it had also seen ~$20B of selling over 2 weeks vs. $23 billion during July's entire unwind.
From $HOOD short interest data, from Sept -> Oct short float also increased from:
$AAOI: 12.5% -> 19.84%+
$AEVA: 11% -> 25.64%+
$CBRS: 12.25% -> 20.12%+
$AEHR: 14.33% -> 17.93%+
$TSEM: 2.15% -> 4.73%+
$CIFR: 19.94% -> 25.39%+
$LWLG: 15.24% ->19.12%+
$OKLO: 17.72% ->22.93%+
$CRWV: 17.91% ->26.58%+
Substantial deleveraging coinciding with surging short interest, kinda looks like a July setup after Midterms?
The recent rotation also kinda pushed names like $CRWD and cybersecurity to bubble valuations into hundreds of fwd P/E...
Earnings on many AI capex + bottlenecks (not all like $INTC) looked strong:
eg. $AXTI guided annualized Q4 = 23.7x P/E now, not including potential InP substrate hikes + capacity expansion that can compress it to single digits.
- $SKHY (~$59B operating profit) casually making more than trillion dollar companies like Amazon ($28.1B operating profit), backed with 5Y LTAs.
- No signs of $MSFT / $AMZN materially cutting capex, while $SPCX secures $40B more for GPU procurement.
Slightly painful, but I think the AI capex trade (specifically photonics/memory) is a generational opportunity, with extreme volatility in between.
Auph retweeted
ICE and Trade[XYZ] plan to bring Hyperliquid-based perps to the U.S.
Subject to regulatory approvals, ICE will operate U.S. regulated versions of Trade[XYZ]’s markets, leveraging their expertise as the leading deployer of real-world-asset perps on Hyperliquid.
The new venue will operate separately to ICE’s institutional futures franchise and offer a trading experience designed for retail participation.
Once live, U.S. traders will be able to trade 24/7 across a range of assets spanning the macro complex including:
*Crypto
*Equities
*Indices
*Commodities
*Forex
Read more: spr.ly/6010BHq9X8
Users will access the platform through U.S.-regulated FCMs performing KYC/AML screening, including ICE's joint venture with OKX.
ICE and Trade[XYZ] will seek approvals to launch a new market built on Hyperliquid to operate KYC-compliant perp markets, including regulatory approvals to support leveraged trading.
Auph retweeted
Everyday is Zeroday
BREAKING: Binance has been hacked with wallets across the Ethereum, Bitcoin, and TRON networks seeing outflows of -$5.7 billion.
The hack includes $1.45 billion worth of Bitcoin and $875 million worth of ETH.
If confirmed, this would mark the biggest hack in crypto history.
We expect more information shortly.
Auph retweeted
asdkfjhasdklfjhasdkjfhaksdjfhalskdjfhalsdkjfhalksdfjhasdkjfhalskdjfhaslkdjfhalsdkjfhalsdkjfhaskldjfhalsdkjfhalskdjfhasldkjfhalsdkjfhalskdkfjashdflkjasdhflkjasdhflkajsdharrykaneeeeeeeeeeeeeeeeeeeeeeee
Auph retweeted
THE CEASEFIRE HAS COMMENCED
The ceasefire between Ukraine and Russia took effect at 4:00am Moscow time on October 27, 2026.
Timing was accelerated two days ahead of schedule to protect the safety of civilians and to facilitate the delivery of critical humanitarian aid. The ceasefire’s geographic area has expanded beyond Oleshky, within the Kherson Region, to provide safe passage for the humanitarian convoys.
General Valery Gerasimov, Joint Chief of the General Staff of the Russian Armed Forces has confirmed.
Auph retweeted
The world’s most accomplished tech founders and business leaders are betting hundreds of billions on AI with extraordinary conviction. Meanwhile much of the investing world thinks they’re making a massive mistake. The irony is hard to ignore. An investment industry where very few have historically managed to beat a passive index is now questioning the judgment of the people building the technology and running the businesses that will put it to work. Maybe the investors are right. Maybe the builders are. But I can’t remember a time when the stakes were this high and the two sides saw the future so differently.
Auph retweeted
Introducing fable 5.5
Wait?? WHAT?!
New on our Science Blog: designing protein binders against scorpion neurotoxins.
Scorpions sting about 1.2m people every year, and antivenoms are often costly or in short supply. Claude has made an early step toward finding new treatments.
anthropic.com/research/claud…
Auph retweeted
Told u we cooking
first look at the @Hypurr NFT cards, featuring Hypurr #216, Hypurr #104, Hypurr #33, and Hypurr #4411
• 55 designs
• 4,600 packs (homage to the total number of Hypurrs)
• 9 commons + 1 guaranteed hit per pack
• limited edition grails, individually serialized
• printed once, with no reprints.
first packs go out at HypurrCo Gathers, 8 Oct.
rsvp here: luma.com/mmrfj0pz
p.s. watch till the end for a special reveal 👀
Auph retweeted
1/ Today, @multicoin publishes our HYPE analysis and valuation
HYPE is now one of our largest liquid fund positions and we've been accumulating aggressively since February
Full report and disclosures in link. Link here -
multicoin.capital/2026/06/25…
Auph retweeted
An update regarding the future at @Cloudflare. I’ve shared my full message to the team and details on the support we're providing those departing here: blog.cloudflare.com/building…
Auph retweeted
Hi rest of the world.
In Singapore, we hate money.
This picture is the cost of a car certificate that expires in 10 years.
ON TOP OF:
9% GST
$350 registration fee
320% of the Open Market Value
20% Excise Duty on the Open Market Value
Money means nothing. We hate money.
Auph retweeted
Starlink on Singapore Airlines! 🇸🇬
We’re enhancing our complimentary in flight Wi-Fi offering across all cabin classes on our Airbus A350-900 long-haul and ultra-long-range fleet and A380 aircraft from 2027.
@Starlink, the fastest Wi-Fi in the sky, will provide multi-gigabit connectivity on board. Soon, you can stream, game, and send large files just like on the ground.
Find out more: spr.ly/6010BBkIA2
Auph retweeted
i love that the team does stuff like this
Codex is not like claude code.
if you know the limit is going to end, like last 10 to 8%, give an very long run task, and even after the limit got ever, it will continue to do the task until the task was completed.
Shout out to @OpenAI team.