@Smudliczek Z pohladu pouzivania HBM sa ale na tom nic nemeni. To potrebuje kazdy model. Co sa asi meni je valuacia OpenAI a Anthropicu. Tu je este tabulka costov kde aj GPT 5.6 sol ma lepsie skoro a aj cenu.
@jarlbillclinton@big_pedestrian While it is wonderful that the largest country in the world, China, has seen huge poverty reductions, the global trend also shows up when when exclude China from the data:
@alan_kooper@vojcin Plan bol asi prejist na API pricing ktory stoji asi 5-10x viac. Vsetky individualne predplatne su lacnejsie ako API pricing viz tabulka.
@tohajek Tam to taha masivny objem opcii. Len na 17.7.2026 je to 3.28m akcii (1 contract = 100 akcii). Tieto opcie su prevazne od Market Makerov ako Citadel alebo Susquehanna. MM musi sa hedzovat a kupit akcie co tlaci na volume. A znizuje flow akcii na pozicanie na short.
$GRPN From Prague to the global stage! 🇨🇿🌎 Dušan Šenkypl is proving that you can lead a global giant like right from the Czech Republic. While the world in Monaco was surprised by his roots, his mission is clear: transforming the company into an #AIFirst powerhouse to stay ahead of the competition. 🚀 #GlobalBusiness#Innovation#Grpnyoutu.be/IHkTU42bIXY?is…
$GRPN Podla dat z IB ostava 73k akcii na short(zlta ciara). s tym ze feecko stuplo za posledy mesiac o 100%. (cervena ciara). 2% nie je stale vela. Pomerne zaujimavy setup podobne tomu bolo aj v roku 2025. Extremna aktivita na opciach na 17.7.2026.
@alan_kooper To navrkuje Olaf Lies a na obrazku je viac kontextu. Mimo ine udajne navrhol aj presunut vyrobu z Bratislavy do Lipska. 9. Jula zasada board a bude to tam (ne)vesele. WW je pekna show momentalne. Olaf Lies + IG Metall vs realita
6K Followers 139 FollowingVzdělání | Komunita | Praxe Studentský spolek 🎓 se zázemím na @vsecz propojující lidi se zájmem o investice, finance a byznys
195 Followers 760 Following30 let ve službách privátních klientů. 🇪🇺. Zajatec finančních trhů. Člen Vědecké rady FP VUT v Brně. Art&Wine&Fitness follower.🍀Planet Earth First🌍🌈
359 Followers 916 FollowingLong +swing +opce
10Y CAGR 29.54% bez opcí a páky.
V roce 2025 YTD 185% poprvé s použitím opcí a páky.
https://t.co/XVxBLR7au5
52K Followers 35 Following🦔 Making financial nonsense make sense, one prickly take at a time 🦔 | Weekly newsletter: https://t.co/zgdVSm4Iq5 | Not financial advice (I'm a Hedgehog)
16K Followers 96 FollowingWe provide research on publicly traded #shipping and #energy firms. Follow us for the latest updates on Tankers, LNG, LPG, Dry Bulk, Containers, Offshore, Etc.
1K Followers 54 FollowingI analyse stock investments (mainly UK).
My interests range widely, but Mining, O&G, Venture Capital and Special Situations I find most interesting.
191 Followers 132 FollowingI share stock tips about how invest your personal portfolio. Join for free alpha.
52% Annualized Return Rate for half a decade
2K Followers 270 Following📈📊Červená, zelená…to je můj svět🙈. Práce je zábavná hra. Velmistr prokrastinace. Žádná investiční ani jiná doporučení. In tranquillo quilibet gubernator.
2K Followers 249 FollowingManipulativní, sociopatický hovado, programátor, životní pankáč, partyzán a anarchokapitalista v jednom.
Občas píšu články: https://t.co/6f49vxcw3m
3K Followers 232 FollowingReformed compounder bro from my corporate life and social arb bro from my PA. Working on becoming a systematic trader. https://t.co/2cvFyl7I1Q
23K Followers 1K FollowingTalking markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto + everything else. Top 50 Finance Substack.
388 Followers 201 FollowingAnalyst/Economist, micro investor,statistics of rare events and exponacial processes, poet.
Everything here is my personal opinion.
38K Followers 197 FollowingBuilt @rohlikgroup. Now building @duvoai - agentic AI for enterprise ops. Obsessed with AI that can complete complex enterprise workflows.
104K Followers 17 FollowingImpossible? Let’s see. From algorithms to neuroscience to AI, Google Research strives to progress science, advance society & improve billions of people’s lives.
2K Followers 47 Following5 let v top PE. Občas tu sdílím svý nápady a obchody. Hledám deep value, tech bottlenecks, speciální situace. Nemám dogma, beru to, co vydělá.
4K Followers 1K FollowingGlobal L/S investing with Asian characteristics. Trade musings here, full write-ups on the website. Always DYOR, not investment advice.
3K Followers 308 FollowingInvestor, Enterpreneur, IT & Tech geek. CEO at Groupon, Partner at Pale Fire Capital, owner of HC Energie Karlovy Vary hockey team.
2K Followers 808 Following"Only when the tide goes out do you know who is swimming like capy"
2025: 62%; 2024: 35%; Aug/23 YTD: 30%
Tweets are not investment advice
2K Followers 672 FollowingQuality Growth. Compounders. Serial Acquirers.
Sharing stock picks and deep-dive threads.
Global equities, any size.
https://t.co/b4D8RmREMq
NFA.
11K Followers 250 Followinginvestor in equities and property,often the wrong side of history, generally tetchy and quick to judge, usually wrongly...also talks too much
8K Followers 316 FollowingValue Investor in heart and soul. Manages Eden Alpha and Eden Discovery (a new fund!) in Israel with my partners.
Tweets are not a recommendation to buy or sell