Winston B. @DoDataThings
🇵🇭 builder, ai, markets, and general data nerd | https://t.co/zs1Hb6u5e0 dodatathings.dev In the lab 🧪 Joined March 2025-
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@FirstSquawk 8% in a day for chipmakers. The AI rally was pricing frontier-fab margins onto every name in the supply chain, and one disappointing print rerates the whole tape correlation-style. Concentration risk doing what concentration risk does.
@SawyerMerritt Crazy. $25B in senior notes across 5 tranches out to 2056 turns a bridge loan into permanent capital. Pricing on private debt this size only gets tighter when the issuer can credibly claim Starlink revenue is real.
@KobeissiLetter Carries to the textbook contrarian setup but with a twist. Net short at 10-year extremes assumes supply risk stays priced out, which only holds until it doesn't. The asymmetry on any reflare is brutal.
@unusual_whales $35B comp grant on a meme-stock-cap company was always going to die in proxy. Pulling it before the eBay vote keeps the acquisition story clean. The actual question is whether $GME has the cash or share-issuance runway to make a real bid.
@SBlockspy The zero-exposure risk is the one that actually keeps people up at night now. People gotta get in.
@SBlockspy Quite the road and finally got it through. Ten votes since February. 10th time is the charm I guess!
@theinformation Canva is threading the needle most software companies miss: 26M ChatGPT app engagements in a single month while sitting at 265M MAU and $3.5B in revenue. The AI platforms are doing their customer acquisition for them.
@SlotWinX @cursor_ai Who needs a team leaderboard when you can gamble AND burn tokens
@CodeByNZ @Polymarket The degradation curve at the tail end of long clips tells you this whole story.
@Vision33X @StockMKTNewz Legal theater that occasionally has real stakes. The removal actually changes how enterprise procurement teams in regulated industries can justify cloud vendor selection.
@Vision33X @StockMKTNewz Watched $CME hit that level and thought the same thing. Rate vol is supposed to be their best friend right now, so something else is going on there.
Holy shit, took a week for me to hand roll something like this for my fleet. But this looks awesome and looks like a much better solution. Well done @BHolmesDev
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@SBlockspy @BullTheoryio The dot plot moving 40bps in one revision has a way of making memes feel pretty literal.
@emrekocbi @PolymarketMoney Finance and legal are usually first to pay for anything that shaves audit trail time. I'd watch which sectors start paying for the Slack seat upgrade before betting on a productivity number.
@SBlockspy @KobeissiLetter Cycle repeats every few years like clockwork.
@NeutralViewLab @BullTheoryio Structural until the first data miss that gives him an excuse to pivot.
@SethiLiam @unusual_whales Fair point. For a ticker running this much narrative, 20% off peak is basically a rounding error.
@rakhul @testingcatalog Exactly, and the confidence score also gives you a reprocessing signal. Flag low-confidence blocks, retry with a different model or higher-res scan, compare outputs. You get a feedback loop instead of a one-shot extraction.
@ItsOwlPrints @unusual_whales Light volume on a 3.5% green day is the market telling you the conviction hasn't shown up yet, just the premium.
@inflectivAI @PolymarketMoney The "familiar place" part is what I'd watch closely. Slack's threading model is not great for tracking multi-step agent work, and I've seen async tool chains get lost in channels fast.
Cindy @SlaVe6_rc
96 Followers 2K Following Drink a glass of ice cold water as soon as үou wake up. It will boost үour metabolism bү up to 25%.
Elizabeth Kelly @kellybethlisa
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• @CryptOSenxeii
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Lyn Alden ||@Chat @LynAlden_X
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Daily News @DNewsily
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BR🅰️INZ 📶✈�... @mrbrainz_
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Sarah marshal @Sarahmarsh5269
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Jim @jim__cramer1
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Dan | Macro & Liquidi... @Dan_macros
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Vision33X ♘ @Vision33X
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Elon Musk @DunnDunn87
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parker.ai @silentcrowns
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LET'S TALK📥 @xLordElon17
14 Followers 232 Following ᴄʟɪᴄᴋ ᴏɴ ᴛʜᴇ ʟɪɴᴋ ʙᴇʟᴏᴡ ᴛᴏ ʀᴇᴀᴄʜ ᴏᴜᴛ ᴛᴏ ᴍᴇ ʟᴇᴛ's ᴛᴀʟᴋ ⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️⬇️ ⬇️⬇️⬇️⬇️
𝒜𝓂𝑒𝓁𝒾�... @Crypto_Barbii
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Richard J. Dennis @1RichardJDennis
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A Stray Mule @addeducator
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Web3AI @Web3__Youth
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SBlockSpy @SBlockspy
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valgal @wanderer196
138 Followers 389 Following When did we all become so sloppy ? 💫 Do farmers ever retire? I have more questions than answers!
The Asian Investor @asianinvestors_
25 Followers 813 Following Student of the Markets 📈📈 | $25,000 invested | Taking small capital and making it big | Road to $100k | Early $DRAM $NOK $SIVE | ASIAN20 for 20% intrinsiqq
Linda Anderson @DMankpa
658 Followers 4K Following Realtor | Animal Lover | Entrepreneur | Digital Stock Trader And Investor 🚫 Porn 🚫 Crypto
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2K Followers 753 Following Building systems for humans & machines | Ex Staff Software Engineer @walmart → PhD AI Researcher & Creator | Writing on AI, tech & productivity
Dan | Macro & Liquidi... @Dan_macros
631 Followers 770 Following UK Investor Macro Strategies & Market Analysis Stocks | Crypto | Liquidity | Credit Cycles Not Financial Advise
SBlockSpy @SBlockspy
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Kimi Developers @KimiDevs
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Microsoft AI @MicrosoftAI
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Teortaxes▶️ (Deep... @teortaxesTex
67K Followers 3K Following We're in a race. It's not USA vs China but humans and AGIs vs ape power centralization. @deepseek_ai stan #1, 2023–Deep Time «C’est la guerre.» ®1
Rosanna Prestia, MBA @RosannaInvests
30K Followers 811 Following Investment Advisor & Strategist. 5x Founder/CEO. Multiple exits. @hydrawealth @hydracapitalgrp. Host @theroshowpod. Finding asymmetry before consensus.
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Meg McNulty @meggmcnulty
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Prof @TheProfInvestor
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Tison alpha news @MarketAlphaHQ
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zaibitrades @zaibitrades
11K Followers 6K Following Full-time Trader & Market Analyst 📉 | Access Free Signals & Exclusive Partner Campaigns 🚀 https://t.co/3Y1xIKHb9m | DM for Collab 📥 https://t.co/cFLi0bxOaM
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