TheUndefinedMystic
@pennycheck
Followers
28K
Following
38K
Statuses
39K
prof of Jewish mysticism using smart data + OS intel + to exploit asymmetric opportunities in the equity + options + betting markets not financial advice
not financial advice
Joined August 2013
Trump : 'I told elon to do what he wants in military' Anduril evaluation should of just 5Xed
8
0
58
With elon's massive bid in for OpenAi Please keep in mind $SSSS made a $17.5M investment in OpenAI, has a large stake in Coreweave (IPO in 2025) is trading below and NAV and buying back shares. Especially interesting when you consider the moves in $DXYZ and $DOMH many times more than it's NAV
1
1
12
@ConsensusGurus @Investor_NICK_ @KevinLMak I like it better like this, you need to work hard to find the alpha
2
0
6
@stocktalkweekly By definition ! I am critical/ concerned of some things elon does but the bros who come out and claim he isn't one of the most innovative minds of our lifetime are simply insane
3
0
12
Wanna shout out @KevinLMak super smart super humble super transparent and super helpful a true one of one on this app
9
3
115
@EricTheUmpire @KevinLMak is so sharp humble and honest gonna buy some $SPHR tomorrow for the culture
1
0
13
Absolute Banger of a Q from $ALAB META and AMZN just told you application specific is next. The earnings and guidance confirm
$ALAB | Astera Labs Q4'24 Earnings Highlights: 🔹 Non-GAAP EPS: $0.37 (Est. $0.26) 🟢 🔹 Revenue: $141.1M (Est. $127.98M) 🟢; UP +179% YoY Q1;25 Guidance: 🔹 Revenue: $151M-$155M (Est. $134.25M) 🟢 🔹 Non-GAAP Diluted EPS: $0.28-$0.29 (Est. $0.25) 🟢 🔹 GAAP Gross Margin: ~74% Product and Business Highlights: 🔸 Scorpio Fabric Products: Introduced Scorpio Smart Fabric Switches for AI infrastructure with PCIe Gen 6 and advanced clustering capabilities. 🔸 Aries Product Expansion: Shipped Aries 6 Retimers (PCIe 6.x/CXL 3.x) and Aries Smart Cable Modules for extended reach in GPU clustering. 🔸 Technology Demonstration: Delivered industry’s first end-to-end PCIe optical connectivity and showcased PCIe 6.x interoperability with Micron SSDs. 🔸 UALink Leadership: Joined Ultra Accelerator Link Consortium to enhance scale-up AI connectivity. Operational Highlights: 🔹 Quarterly Growth Drivers: Aries PCIe Retimer products and Taurus Smart Cable Modules were key contributors. 🔹 Design Milestones: Demonstrated sequential read speeds exceeding 26GB/s with Scorpio P-Series Fabric Switch and PCIe 6.x SSDs. 🔹 R&D Expansion: Continued innovation with multi-generational product roadmaps and technology partnerships. Executive Commentary: 🔸 CEO Jitendra Mohan: "Astera Labs achieved exceptional revenue growth in FY24, driven by our Aries Retimers and expanding product portfolio. FY25 is poised to be a breakout year as we scale revenue across all product families."
5
0
32
Innovators innovate. Cal has been way ahead of the curve of Online gaming for 20 years now and he keeps pushing the envelope farther. @GamblyBot is a next level step.
This is my single most gratifying moment in my 1.5 years of building @GamblyAI with @UnabatedSports and our awesome engineers. The core idea is to make bet discovery, sharing, and placement as frictionless as possible. We nailed it here on a very obscure bet. Give @GamblyBot or our Superbowl bets page a look if you haven't yet.
1
0
5