thtnvrhppnd
@thtnvrhppnd
Here for markets, tech, tennis, movies, and minor meltdowns (╯°□°）╯︵ ┻━┻
$GOOGL at current price of $178 is trading at 20x ttm p/e multiple (eps $9). having the same multiple as SPY (29x) would take the stock price to $258 ( my 1 year price target ending Q2 2026). 29x from 20x translates to 45% growth in multiple expansion, and in order for that to…
Unpopular opinion: If you’re reinvesting dividends, buying high-yield ETFs like VYM or SCHD is just financial cosplay. You’re not getting paid to wait. You’re just recycling cash into laggards. SPY smoked them. You wanted yield. You got dead weight.
Chats in long-running ChatGPT projects get super slow to type in. Feels like the context is overloaded and the model is struggling to keep up. Anyone else experiencing something similar? This never happens in a new chat. @OpenAI @sama @kevinweil @gdb would love some help here.…
here i thought Rajni’s movie Arunachalam was an original idea.
You have 30 days to spend 30 million bucks or you lose 300 million dollars
GOOG earnings setup 📉 Base view -4 % close Jul 23 Why • Straddle implies ±6 % swing • July flips April (Apr +1.5 %) so down bias • Street bar high EPS 2.18 rev 93.8 B • AI spend, ads cool, legal overhang • 20-qtr model backs -4 % Based on last 20 earnings 1-day moves
this is so incredible, i’d be surprised if he isn’t getting a call from Zuck this weekend
1/N I’m excited to share that our latest @OpenAI experimental reasoning LLM has achieved a longstanding grand challenge in AI: gold medal-level performance on the world’s most prestigious math competition—the International Math Olympiad (IMO).
previously, i used to wait until the week of expiration to try and save a covered call that is ITM. for many stocks this meant rolling months away at a few dollars increase in strike for little to no credit. more recently, i started using a different approach - roll…
the product they decided to launch was poe to capitalize on the llm momentum, something you never hear anyone talk about ever.
it’s kinda hilarious that the quora ceo has been on the board of openai since 2018 and they still missed this hard
there was 1 day where $nvda was down >1% since this assignment. i wanted to see if i could get in even lower, and didn't sell puts. it's been straight line up since. the age old fallacy of trying to time gets me again. sigh!
have 4 $nvda calls assigned at $150 today. my cost basis split adjusted is $5.54/share. 26x returns.
change log: 1. added a popup overlay on click of the chrome extension icon which shows timer and analytics 2. timer defaults to 10m / day, but now the user can override with a set time 3. added a tab for analytics that shows total usage this week
made a couple of updates to the chrome browser extension 1. allows 'for you' to be available for 30m every day. after 30m, 'for you' is hidden, and the user is redirected to 'following' tab. 2. count down to 30 mins is shown on the extension icon in the UI in the top right if…
spent a lot of time the past 24 hrs using O3 and Cursor for building a chrome extension. this is more of a hello world project, but i'm seeing that with vibe coding, going from nothing to something is super quick. but going from something to the exact thing you want takes a lot…
made a couple of updates to the chrome browser extension 1. allows 'for you' to be available for 30m every day. after 30m, 'for you' is hidden, and the user is redirected to 'following' tab. 2. count down to 30 mins is shown on the extension icon in the UI in the top right if…
1️⃣ 🚨 Twitter's For you feed is a rage engine that hijacks your dopamine. I got fed up with the algorithm spoon-feeding garbage so I crushed it with 40 lines of code
That's top notch performance from Sinner! 2025 wimbeldon champion.