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Ozark (@cryptobyrde) profile picture

Ozark

@cryptobyrde

bull market enjoyooooor

cryptobyrde.substack.com/
Joined January 2012
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This was posted in this mornings Institutional Investor report:
Image from Milton W Berg CFA (@BergMilton)
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Interesting to think of $AMZN ~20% post-IPO stake in Anthropic as a substitute for needing to raise equity. At $2T that is ~$400B of liquid investments it can tap. Would be troublesome for $ANT as a stock, though.
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This is the full report :
Image from Milton W Berg CFA (@BergMilton)
Image from Milton W Berg CFA (@BergMilton)
Image from Milton W Berg CFA (@BergMilton)
Image from Milton W Berg CFA (@BergMilton)
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$ORCL best day since June 1
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Ozark retweeted
0xGeeGee (@0xGeeGee) profile picture
0xGeeGee
@0xGeeGee5h
The issue is that it's a company that stopped growing users and is not breaking in checkout market (and why would it, obvs Apple Pay / Google Pay have a much better integration) so people are worried it ends up like another Western Union
CyHro - CEO of Sentora (@admff492) profile pictureCyHro - CEO of Sentora
@admff4926h
PayPal’s stock is one of the most undervalued assets in the history of finance. Being a founder seeing a company that has 400m+++ users and almost 40 bilion of idle funds being valued at is current price is a joke.
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quant represent vaaaa-riety of range of people too variety
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I’ve been saying for several years that the Quants run the markets. They have a huge slug of money, they trade constantly on massive leverage, and, most importantly, don’t have to worry about taxes. Now GS has got data to fully back up my point:
Image from Jerry Jordan (@lighthousejerry)
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Ok i get it’s laundry hut why Malay specifically
Steve Hou (@stevehou) profile pictureSteve Hou
@stevehouOct 28
Why does Malaysia have so much compute? 🤔
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Ozark retweeted
jacob (@ascending4th) profile picture
jacob@ascending4th8h
Kevin Cash pulling Rasmussen
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again Fuck
Friar Breaks (@FriarBreaks) profile pictureFriar Breaks
@FriarBreaks8h
Replying to @JeffPassan
Holy 2020.
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Replying to @JeffPassan
Holy 2020.
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Jeff Passan (@JeffPassan) profile picture
Jeff Passan
@JeffPassan8h
The Rays pulled Drew Rasmussen after four innings and 48 pitches. His replacement, Kevin Kelly, has allowed three consecutive singles to the Nos. 7, 8 and 9 hitters, and the Brewers now lead, 2-0.
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Ozark retweeted
blockgraze (@blockgraze) profile picture
blockgraze
@blockgraze10h
I think I am actually the most bullish you can be on AI (it’ll add a point and change to GDP, wont meaningfully lower LFP, will crash QQQ from higher on compute overbuild) mckinsey and software devs should be first to go in apocalypse and there’s just no evidence for that yet
Exec Sum (@exec_sum) profile pictureExec Sum
@exec_sum19h
REPORT: McKinsey, BCG and Bain will increase US starting salaries for the first time since 2022, to $200k for MBAs and $120k for non-MBA hires
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Ozark retweeted
zoomer (@zoomerfied) profile picture
zoomer
@zoomerfied23h
[ ZOOMER ] GOOGLE TO PREVIEW ITS MPC CRYPTO CUSTODY SYSTEM, CURRENTLY BEING TESTED BY MAJOR FINANCIAL INSTITUTIONS: COINDESK
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merp (@0xMerp) profile picture
merp
@0xMerpOct 27
I ordered too much food
Image from merp (@0xMerp)
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sonnet is crazy... almost all the tasks can be handled very well by Sonnet, without using massive tokens with Opus
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Replying to @rodeo_crypro
looks like it
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Ozark retweeted
Rodeo (@rodeo_crypro) profile picture
Rodeo@rodeo_cryproOct 27
is this twap seller of majors rotating some to zec?
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I just searched today and it shows many many tech firms # employees stalls since 2021-2022 with few exceptions like $NVDA
Zer0 (@CryptoZer0_) profile pictureZer0
@CryptoZer0_Oct 26
> companies fear a pro-labor political shift > cut tens of thousands of workers early to front-run the rules > layoffs radicalize white-collar voters > the exact policies they feared get passed
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Last 48 hour issuance announcements - meta $95bn equity - ant via private credit $avgo 65bn debt - spcx via nvda 45bn debt That’s 200 billy capital for likely 400bn xpu purchases Think semis are gunna be ok
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