4h ago
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Latest News
Latest news from degentrading's sources
6h ago
@degentradingLSD: $BABA share issuance https://t.co/e0rzoIokwl
20h ago
@degentradingLSD: This product does nothing good for consumers
1d ago
@degentradingLSD: The shortage in compute is driving a bull market in neo private markets. Soon public valuations will...
1d ago
@degentradingLSD: The reason why i dont think its GLM would be that to do 100 trillion tokens a day would be 130,000 G...
1d ago
@degentradingLSD: Ox Alpha - any chance its from $NVDA?
2d ago
@degentradingLSD: you had 1 hour before it started pumping
2d ago
@degentradingLSD: Pre Market Thoughts - 21 Aug 26 One of the biggest questions in my mind was the dichotomy between c...
2d ago
@degentradingLSD: yup - anthropic is gonna grab as much capacity as they can
2d ago
@degentradingLSD: $NBIS 15DEC28 75Ps 11M of premium traded on this - view at (https://t.co/dpB01puVtW OPTION > TAPE...
2d ago
@degentradingLSD: wow....$NBIS is so hated that people really want to short this...lines up with the short interest at...
2d ago
@degentradingLSD: wait did codex just 4x-ed its users???
2d ago
@degentradingLSD: btw - the cure for cancer was done via massive amounts of compute.
2d ago
@degentradingLSD: let the compute wars begin https://t.co/1J4FCsPdT2
2d ago
@degentradingLSD: Anthropic is compute constrained a.f. It will sign more deals before IPO
3d ago
@degentradingLSD: If even $BABA is telling you that AI capex payback is 2.5 years....LISTEN UP. Go back out the number...
3d ago
@degentradingLSD: I think we might see an $NBIS deal soon - somewhere in the range of 24B over 3 years kind of structu...
3d ago
@degentradingLSD: Pre Market Thoughts - 20 Aug 26 In my note yesterday - i said that "Bessent seems intent on juicing...
3d ago
@degentradingLSD: Think the NBIS 2030 CB comes at 0% coupon, 50% premium with 20% accretion
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