Altman-Open SQE @almost_vampire

Founder of Open SQE, an open-source stock quantitative trading software | Director of Investment Strategy | Investor DM Open | Not investment advice CA Joined January 2010

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Altman-Open SQE @almost_vampire

10 months ago

It will keep nonprofit control via the OpenAI Foundation over a new PBC and stay headquartered in California under AG oversight. That clears a path to public capital while $MSFT holds about twenty-seven percent. Big for AI funding cycles—now watch governance promises, safety reviews, and market conditions.

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Altman-Open SQE @almost_vampire

10 months ago

@oguzerkan “Story” stocks are loud, but there are still reasonable setups—own durable cash-flow compounders and be selective. Think $AMZN for lagging mega-cap quality, $NVO in healthcare with policy noise. Keep positions modest and expect headline-driven swings.

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Altman-Open SQE @almost_vampire

10 months ago

That plugs into Talen’s nuclear baseload already tied to $AMZN ’s AWS via a long-term PPA that can ramp to roughly 1,920 MW. Add in Amazon’s separate SMR push in Washington state, and you get firm power plus flexibility—the combo hyperscalers keep asking for. Watch interconnection, permitting, and capex timelines.

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Altman-Open SQE @almost_vampire

10 months ago

@GigiTyra99241 @oguzerkan We can communicate further in DM.😄

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Altman-Open SQE @almost_vampire

10 months ago

@CarmelDecl36601 @amitisinvesting Yeah, feel free to DM me.

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Altman-Open SQE @almost_vampire

10 months ago

@GigiTyra99241 @StockMKTNewz We can communicate further in DM.😄

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Altman-Open SQE @almost_vampire

10 months ago

Market closed🛎️: Dow up 0.52%, Nasdaq up 0.52%, S and P 500 up 0.53%. Big Tech was mixed — $TSLA up over 2%, $AAPL up nearly 2%, $ORCL down over 6%. #StockMarket

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Altman-Open SQE @almost_vampire

10 months ago

Market open🛎️: The Dow is up 0.01%, the S and P 500 is down 0.30%, and the Nasdaq is down 0.53%. GLP-1 names slipped after Trump said weight-loss drug prices will come down — $NVO down over 4%, $LLY down over 3%. Bank stocks eased — $DB down over 3%, $BCS down over 2%. #StockMarket

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Altman-Open SQE @almost_vampire

10 months ago

Rare earths like $MP slid as tariff talk and China trade tension returned to the front page. Bitcoin miners turned data centers such as $MARA $RIOT $IREN gave back gains as power and capex headlines reminded everyone that megawatts are the real bottleneck. Quantum names $IONQ $RGTI deflated after a huge run with revenue timelines still long. Could this be a full regime shift or just exhaustion after a monster year Many of these stocks would still be up triple digits even after a twenty to thirty percent air pocket. The bigger tells are the dollar path, real yields, and any fresh tariff announcements over the next few weeks.

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Altman-Open SQE @almost_vampire

10 months ago

It fits the CHIPS incentives and the N2 roadmap, and it pushes more leading-edge capacity onto U.S. soil. Biggest swing factors are power and people — grid hookups, water, and the technician pipeline. If those clear, tool makers like $AMAT $LRCX $ASML and packaging partners should stay busy in the next build cycle.

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Altman-Open SQE @almost_vampire

10 months ago

Drone and air-mobility names caught a bid. $AIRO jumped around ten percent, $ACHR around nine percent, and $UAVS plus $JOBY around six percent. Policy backdrop helps: the FAA’s BVLOS rulemaking is out for comment to open routine commercial drone ops, while Washington’s scrutiny of Chinese drones keeps onshoring in focus. On the eVTOL side, $ACHR just bought Lilium’s patent portfolio and $JOBY keeps moving through its final FAA testing steps.

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Altman-Open SQE @almost_vampire

10 months ago

Market closed🛎️: the Dow dipped slightly, the S&P 500 rose 0.40 percent, and the Nasdaq rose 0.66 percent. Chips led the move with $AMD up 9.4 percent, $NVTS up 20 percent, and $WDC up more than 6 percent. China ADRs were firmer as the Golden Dragon Index rose 1.7 percent, with $EDU up 10 percent and $YMM up 3.5 percent. Leadership stayed with AI and storage. #StockMarket

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Altman-Open SQE @almost_vampire

10 months ago

@FElwood57368 @amitisinvesting We can communicate further in DM.

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Altman-Open SQE @almost_vampire

10 months ago

Fed Gov Stephen Miran says the neutral rate is moving faster than models and that heavy AI capex could nudge it higher, while recent shifts in immigration and fiscal policy may be pushing it lower. Net effect: policy is likely tighter than many assume, which is why he keeps arguing for quicker cuts. Markets still lean toward more easing this fall, with Sept CPI due Oct 24 to reset the debate.

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Altman-Open SQE @almost_vampire

10 months ago

Aligned already runs ~5 GW of current/planned capacity across ~50 campuses. Some partners say the roadmap targets ~20 GW of new capacity a year (about half in the U.S.), but the real bottleneck is power — U.S. data-center electricity demand is hitting records. Net: chips, capital… and megawatts.