Dong Ming @dming
Engineer turned full-time investor. Ex- $AXON $MSFT $AMD @UWaterloo 🇨🇦🇺🇸 dongming.me Seattle, WA Joined June 2008-
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this is incredible we are getting telepathy without implants zuck has been cooking
We’re sharing the next major milestone in our non-invasive brain-to-text decoder research: Brain2Qwerty v2. Building on v1, which was published today in @Nature, Brain2Qwerty v2 is the highest-performing end-to-end pipeline capable of real-time sentence decoding from raw brain
More Google bulls here $GOOGL 410 C 12/17/2027 for $11M This is an 18% OTM contract
@Sleepysolcap @ContrarianCurse Isn’t the killer app obviously Claude Code / coding agents and soon general purpose agents at this point?
If you adjust $META EPS for a one time tax hit, it's at 18.5x trailing earnings. That's the cheapest P/E out of the top 25 companies in the Nasdaq... I'm not thinking too hard about this one.
Thank you for keeping us safe.
Introducing a limited preview of GPT-5.6 Sol, our next generation frontier model, as well as GPT-5.6 Terra, a balanced model for efficient, everyday work, and GPT-5.6 Luna, a fast and affordable model for high-volume work. openai.com/index/previewi…
Dario ruined it for everyone
Introducing a limited preview of GPT-5.6 Sol, our next generation frontier model, as well as GPT-5.6 Terra, a balanced model for efficient, everyday work, and GPT-5.6 Luna, a fast and affordable model for high-volume work. openai.com/index/previewi…
This is honestly no way to release a model and continued development and release this way is a solid way to salt the ground and kill all innovation by small startups
Semafor is reporting that The US government has lifted its block on Mythos 5 in a letter this afternoon from Commerce Secretary Howard Lutnick to Tom Brown. Fable is not included. This is US only, and covers 100 US institutions, including major companies and government agencies.
Matthew sums it all up! In a great irony, Anthropic CEO Dario Amodei will be etched into history as the man who ruined the great optimism in the age of AI.
Limited preview - Dario ruined it for all of us.
@GavinSBaker is right. With respect to the sell side analysts, I get more good ideas scrolling X than I do most other external sources. $TDG is an OG “Outsider” case study of operational and capital allocation excellence.
FORGET the semiconductor trade for a minute and consider that... The world can't build planes fast enough, and a few companies are getting paid for every year they stay old. The global fleet is the oldest it's ever been. The order backlog is over 17,000 aircraft, the largest in
@METR_Evals How does it cheat? It knows it’s being evaluated for long time horizon so it takes longer on purpose?
CEO of Eli Lily $LLY David Ricks who sits on the board of Adobe just put in a $2m (10k shares) buy of $ADBE
GPT-5.6 Sol & Terra are incredible models that, unfortunately, the vast majority of Americans & the rest of humanity won’t yet be able to experience, thanks to the US gov’s draconian restrictions in the land of the free. Hope we can talk about them soon, once the shackles are off
GPT‑5.6 Sol sets a new state of the art on Terminal‑Bench 2.1, which tests complex command-line workflows requiring planning, iteration, and tool coordination.
Casually beats Mythos 😂
Introducing a limited preview of GPT-5.6 Sol, our next generation frontier model, as well as GPT-5.6 Terra, a balanced model for efficient, everyday work, and GPT-5.6 Luna, a fast and affordable model for high-volume work. openai.com/index/previewi…
Most people do not realize how many tech giants are already deep bear market territory. Tech Stocks From Record Highs: 1. Coinbase, $COIN: -69% 2. Oracle, $ORCL: -57% 3. Salesforce, $CRM: -57% 4. ServiceNow, $NOW: -56% 5. Netflix, $NFLX: -48% 6. Palantir, $PLTR: -48% 7. Microsoft, $MSFT: -37% 8. Meta, $META: -32% 9. Arm Holdings, $ARM: -27% 10. Broadcom, $AVGO: -26% 11. Marvell Technology, $MRVL: -20% 12. Nvidia, $NVDA: -19% 13. Amazon, $AMZN: -19% 14. Alphabet, $GOOGL: -17% 15. CrowdStrike, $CRWD: -15% 16. Apple, $AAPL: -14% 17. Taiwan Semiconductor, $TSM: -12% The S&P 500 won't tell you this.
Huh… I guess my trading account is doing alright
Tough year! Of 672 entrants, 151 reported YTD May 2026 = 23% profitable If adding buffer for those that are +ve YTD and did not report (151*1.1)/672 = ~25% profitable Of the 151 total that reported, 22 hit triple-digits YTD May 2026: 3% of the total entrants and 15% of the
Megacap multiples: For reference S&P is at 26x Earnings so $GOOGL and $AMZN trade in line w/ it and the others are lower.
$AMZN will raise price on GPU instances by 20% July 1st:
The US government is going to destroy the American AI industry. OpenAI just confirmed that GPT 5.6 will release in a limited preview to a small group of partners. The government is approving access customer by customer. Anthropic got hit harder. Fable 5 and Mythos were suspended entirely two weeks ago. Two government interventions in the same month. Meanwhile China ships GLM 5.2, Kimi K2.7, and Qwen 3.7 as open weights to anyone with a download link. The US is gating its best AI. China is giving it away. We are losing this race in slow motion. This needs to change.
Shouldn’t this be bullish $SHOP?
New from Stripe Economics: The Age of the Solopreneur stripeeconomics.com/p/the-age-of-t…
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