software engineer; Not Financial Advice. shitposts; holdings: $baba
Seattle / LA
Joined February 2018
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- Following1.8K
- Followers650
- Likes158K
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On one hand, it now seems more likely that Jensen is just a horndog as opposed to knowingly participating in nefarious actions with a spy
On the other hand, potential conflict of interest with an employee makes it far more likely that the board has him removed 🤔
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wow -- CNN broadcast footage of an Arlington guard yelling at a group with Pete Hegseth to "MAINTAIN SILENCE ... PAY RESPECT!" after someone in his entourage started laughing at the Tomb of the Unknown Soldier
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A Chinese billionaire having an affair with a young Chinese woman is a BIGGER story/has a bigger coverage than EPSTEIN scandal.
An affair is a bigger story than raping, torturing, and killing children.
Says a lot.
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MICHAEL BURRY SAYS $NVDA COULD SOON BE "A HECK OF A TRADE"
"The Big Short" investor Michael Burry said he was "a bit shocked at how the market has turned" on Nvidia, which fell about 10% after news of CEO Jensen Huang's affair.
"I am not tempted as a long-term hold from here, but I imagine the whole market is going to think this is a heck of a trade fairly soon," he said.
He's still skeptical for the long run:
- He expects Nvidia's competitive edge to shrink over the next five years
- He said Nvidia GPUs "may be economically depreciating waiting in warehouses while GAAP depreciation remains at zero," while stressing he isn't alleging fraud
$BABA fyi, this isn’t right. It’s only selling a part of the company for the public to trade. $BABA is keeping full control and majority control. This is to 1) raise money and 2) increase shareholder value by being the majority owner post IPO, and 3) forces a reevaluation
Zero value in this for BABA shareholders. They are not getting shares in T-head, just dilution.
No new money will come into this stock just because one of the small numbers in the always irrelevant SOTP is now available to plug directly from bloomberg.
If you push me, the only positive is that the dilution to fund this business does not happen at topco.
And here one has to question why a fabless designer needs to raise capital (if you tell me for WC fab prepayments, I say thats more efficiently done inside of BABA with WC credit lines than with new equity).
Good morning im back in HK.
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It appears @VivekGRamaswamy is the textbook definition of a sore loser. He lost the race, fled the country, and went radio silent. Not a word for a week. Not even a thank you to those who worked tirelessly for his campaign. Pathetic, but not unexpected.
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Qwen4-Max 预览被扔了一句做个过马路的游戏，交出来的关能选小鸡，还分了休闲、经典和疯狂三种模式。
@markksantos 在浏览器里用这句英文，把生成的网页下载下来，跟 Claude Opus 5.5 Medium 并排开玩。左边标题就叫 Crossy Road，车流五颜六色，路上还有火车。右边改名叫 Lane Dash，角色换成狐狸，被撞扁时会弹一句：车不会给狐狸刹车。
这种谁都玩过的小游戏，一看就懂。比的是菜单在不在，角色选不选得出，撞死后那句话还在不在。作者觉得 Opus 稍胜，但又说两边很接近。
预览才第一天，左边连难度档都做好了。这完成度，不太像刚拆封的样子。
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Qwen4 is coming.
Deeper knowledge. Richer world understanding. Stronger coding and agentic capabilities.
Built for real-world tasks — from complex coding and knowledge work to front-end builds and professional software workflows.
Qwen4-Max is now in preview on Alibaba’s Token Plan. You can also get early access to the new model on QwenWork, Qoder, Qwen APP, and QwenStudio.
Put it to the test on a real problem. Show us what you build. 👀
Token Plan: qwencloud.com/pricing/token-…
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Qwen4-Max-Preview vs DeepSeek V4.1 1017
I tested Qwen4-Max-Preview in the Qoder app using the Rooster Run prompt.
It delivered a surprisingly good result compared to DeepSeek V4.1 1017.
One thing I noticed is that Qwen4-Max-Preview can be quite slow when running through Claude Code or other harnesses.
So I decided to try it in Qoder, and the difference was huge.
→ Qwen4-Max-Preview: 11 minutes
→ DeepSeek V4.1 1017: 34 minutes
If you're facing the same speed issues, try running it in the Qoder app.
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Qwen 4 is announcement now & Beats GPT-6, Fable 5. and match Opus 5.5.
- Qwen4-Max is already in preview.
- 27B weight variants land first.
- Alibaba confirmed Qwen 4 will heavily use RSI week ago.
- across the entire lineup Max, Plus, Flash, and 27B.
- leak say the first samples are already approaching Astra/Opus 5.5-level quality.
- the max is Deeper knowledge, Stronger coding, Real agentic ability.
- Early access available on Token Plan, QwenWork, Qoder, Qwen APP, and QwenStudio.
- Open-source in November gets very interesting, after long time silent.
- The gap is closing,
Qwen4 is coming.
Deeper knowledge. Richer world understanding. Stronger coding and agentic capabilities.
Built for real-world tasks — from complex coding and knowledge work to front-end builds and professional software workflows.
Qwen4-Max is now in preview on Alibaba’s Token Plan. You can also get early access to the new model on QwenWork, Qoder, Qwen APP, and QwenStudio.
Put it to the test on a real problem. Show us what you build. 👀
Token Plan: qwencloud.com/pricing/token-…
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*JENSEN HUANG CLAIMS HE IS IN EPSTEIN FILES IN ATTEMPT TO THWART ANY FURTHER INVESTIGATION - AP.
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$BABA
The second wave correction is nearing its end; the price has somewhat filled the gap. I expect a rise to begin around $100 with the second wave.
Recent developments will not affect this, but it is still worth paying attention to the point below $97, which is the invalidation point of my analysis.
$BABA - The reversal is gaining confirmation.
The reversal I was looking for around $97 has arrived, and price is now starting to confirm the bullish scenario.
We still don’t have a clean breakout from the corrective channel, but the move from $97 to $111 appears to have developed in a 5-wave structure.
That suggests to me that the larger move higher is not finished.
I expect a short-term pullback next week before the uptrend resumes.
My next target is around $140.
The bullish count is invalid below $97.
