Tweet of the Day (Part Trois)
Position: None
More Tales From Nvidia: Elon Musk Admits Low ROIC on Grok (Issue #267!)
Well look at who just made my big-picture point without realizing the implications of what he was saying! I guess they are putting usage caps in place now from what I can tell. Many of the things the frontier models do, Muse, and other apps are even worse in this regard.
I am screenshotting this one too, so he can’t delete it:
https://x.com/elonmusk/status/2116992258520064397
Position: None
A Short-Term Positive
Position: None
Tweet of the Day (Part Deux)
Position: None
I Waited Patiently for This
I purchased four hyperscalers in Friday’s schmeissing — in part because of the oversold in the space:
I had been waiting patiently…
Position: Long AMZN (VS), MSFT (S), GOOGL (S), META (S)
My Comment of the Weekend
Dougie Kass
As of Friday’s close I was about 15% net long...
Position: None
Added Gold in the Premarket
I have added to my $GLD long at $357.08 in the premarket.
Position: Long GLD (M/L)
Tweet of the Day
Position: None
Tweet of the Weekend
I call B.S.
Position: None
Things I Did Friday
Here were Friday’s things:
* I initiated trading long rentals in $AMZN at $225.56, $BABA at $98.70, $GOOGL at $279.56, $META at $615.36, $UBER at $65.18, $NFLX at $62.08 and $MSFT at $524.50.
* I initiated trading long rentals in $BAC at $50.12, $C at $122.02 and $WFC at $83,73.
* I covered my $ARKK short at $80.03 and my $FIGS short at $21.16.
* I covered my $AAPL short at $345.70.
* I added to $MSOS at $3.93, $GTBIF at $6.25, $GLAS at $2.23 and $VRNO at $5.03.
* I added to $GLD at $362.10.
Position: Long MSOS common (VL) and calls (VS), GLD (M), GTBIF (S), VRNO (VS), GLAS (S), AMZN (S), BABA (S), GOOGL (S) META (S), UBER (S), NFLX (S), MSFT (S), BAC (S), C (S), and WFC (S).