Quest for Yield @QuestforYield
Passionate about investing. All tweets are just opinions, not investment advice. Joined October 2019-
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Copper closed at a weekly all-time high
Same. Bullish $BABA
Agreed, $BABA is a sleeper. AliCloud external revenue grew 40% last quarter. AI product revenue just hit its 11th straight quarter of triple digit growth. They also own ~5% of CXMT, bought for 7.6B yuan, now worth over $20B. 👀
This is exactly why I don't play 2x leveraged ETFs. The decay is BRUTAL. Time is working against you. Since July 1: $NBIL: +5% $NBIS: +21% Same exposure, yet the 2x ETF massively underperformed over just 1.5 months. And that's the part people underestimate. You can be right on the stock and still get crushed by leverage decay. I know it's tempting but leveraged ETFs are not simply “2x the stock over time.” People massively underestimate how quickly the decay can eat into your returns. Don’t be a degen. Buy the stock, not the leveraged ETF.
@thsottiaux Important update was hard to make luna as a standard sub agent
@Teknium Awesome. Will be great for Businesses
JUST IN: Elon Musk says people "really don't" understand how much compute the world needs
Sad for Europe. We need to make it easier for founders
There are times in life when you should consider going full retard. When: 1) Almost all of the smartest people in AI unanimously tell you that "memory is the bottleneck" 2) Useful end-to-end agents haven't even arrived yet, and they will 1,000x our compute needs 3) Memory supply is growing very slowly while demand is exploding 4) Memory companies trade at some of the lowest forward P/Es in the entire market That is one of those times when you go full retard. The 300 IQ move here is to do the 80 IQ thing and simply do the obvious thing. Turn on your brain for a second to realize you might do well by turning it off here. $DRAM $SKHY $SNDK etc. Disclaimer: As of right now I'm personally long SK hynix (Korean listing) and own $DRAM in my Autopilot portfolio. Not financial advice.
@NousResearch @Suhail Privacy Mode is great, but I’d love an optional ZDR-only toggle in Nous Portal that routes inference exclusively through zero-data-retention providers. That would provide a clear, enforceable privacy option for users working with sensitive data.
Wild when you think about it
Frontier lab ARR crossed combined Windows + Office revenue in late June of this year (on our estimates). They are toppling the Titans.
@volkspartei @neos_eu bitte lernt von Polen
It’s actually much better than that. Poland is introducing “individual investment accounts” - the first 100k is completely tax free, and above that, instead of 19% capital gains tax you pay a small annual tax on your account value (0.85%). That’s it. And it’s not just Polish
Just keep using the flash model then
DeepSeek V4 Pro 0813 scores 53 on the Artificial Analysis Intelligence Index, 8 points above April's DeepSeek V4 Pro - but with a 3.6x price increase and only 1 point above DeepSeek V4 Flash 0731 @deepseek_ai has released DeepSeek V4 Pro 0813, its new flagship model, along with
Interesting
Narrative violation: US models are cheaper than Chinese models
A few days changed the entire game: - DeepSeek V4 Pro’s cache-hit input price will rise from $0.003625 to as much as $0.044 per million tokens during peak hours - a 1,114% increase. - Gemini 3.7 Flash launched at 50% below Gemini 3.6 Flash’s original price. Google has temporarily extended the same promotional rate to 3.6 Flash. The discount officially expires at the end of 2026, although I suspect Google may keep it. - One day earlier, xAI showed what it was capable of with Grok 4.6: near-frontier intelligence at $2 per million input tokens and $6 per million output tokens and fantastic SOTA frontier intelligence DeepSeek’s announced price increase makes it a significantly worse deal. Within a remarkably short time, Grok has emerged as a serious frontier competitor. Gemini 3.7 delivered meaningful improvements just over three weeks after 3.6 while cutting the original price in half. Yet in my view, OpenAI’s GPT‑5.6 Luna remains the price-performance king. The only major lab that currently feels off the pace is Anthropic. It has confidentially filed for an IPO reportedly targeted for this fall, and some investors reportedly expect a valuation of around $2 trillion at listing. Its latest confirmed private valuation, however, was $965 billion. For me, Opus has been a major disappointment (already mentioned that several times, but each day im shocked again how bad it is), and that frustration is echoed by many of the people I speak with. Sonnet 5, meanwhile, doesn’t look like a compelling mid-tier price-performance competitor against the latest alternatives. A few days changed the entire game.
While individual months are noisy, one thing remains true. Nothing stops this train.
BREAKING: The US Government officially posts its largest July budget deficit in history, at -$432 billion, due to an acceleration in federal spending. Interest on US debt rose +$26 billion from last July's levels to an alarming $118 billion for the month. This puts total
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