ex-Amazonian SDE | Exploring stocks, crypto, technical analysis, AI, vibe coding ideas | Building 13FPulse — see what funds own → https://xitter.cf/t.co/xQPjI1IrzB
Joined January 2015
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Casual Study retweeted
VARA AI Fund had 9 employees and about $26.4B under management at the end of June, 16 months after launching its hedge fund.
Rumor going around today that it blew up.
Their 3/31 13F book at today’s prices is $13.1B across 60 names.
$NBIS $1.28B
$BE $1.27B
$LITE $1.03B
$CRWV $889M
$STX $728M
$VRT $720M
$WDC $624M
$CLS $537M
$COHR $492M
$FIX $426M
Casual Study retweeted
🇺🇸 PPI 6.3% YoY (Est. 5.3%)
🇺🇸 PPI 1.3% MoM (Est. 0.5%)
🇺🇸 PPI Core 5.0% YoY (Est. 4.4%)
🇺🇸 PPI Core 0.7% MoM (Est. 0.3%)
Casual Study retweeted
Unlike the upside surprise in August, where you could identify larger idiosyncratic increases, the miss on core CPI in September was more broadly based.
Core goods printed at +0.25%, the largest monthly gain in a year, and shelter was +0.39%.
Core services excluding housing was +0.42%. After falling to 1% on a three-month annualized basis in July, it jumped to 4.6% in Sept.
Casual Study retweeted
Look at this wild Mother of All Trendlines (MOAT) here on the $TLT total return (adjusted).
Now or never here...
Casual Study retweeted
Anchor from the low coming up #leveofinterest not a place to automatically do business
$SPY $QQQ $SMH $IWM
Casual Study retweeted
We’re back to No. 1 on the leaderboard! 🎉 After months of hard work, what a journey! It’s also the best option for fast and low-cost generation.
Meanwhile, we’re cranking day and night on v2 to make it even stronger. Try it and let us know what we can improve — your feedback is invaluable.
→ docs.x.ai/developers/models/…
Casual Study retweeted
JUST IN: President Trump releases a statement on the ongoing Iran negotiations:
"I will be meeting now, in the Situation Room, to make a final determination."
Casual Study retweeted
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