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Blue

@Bluezbw

AI | U.S. Stock | Crypto SPCX BIG FAN

 Portland, OR
Joined June 2026
  • Tweets2.6K
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  • Followers2K
Meta now spends 54 cents on capex for every $1 of revenue. Q3 2026: $34.91B capex (incl. finance-lease principal) on $64.60B revenue. A year earlier: 38 cents. Revenue grew 26%. Free cash flow was -$2.12B.
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It’s extremely strange—it feels like there’s some kind of conspiracy afoot.
Serenity (@aleabitoreddit) profile pictureSerenity
@aleabitoreddit2h
I don’t know what’s happening anymore
Image from Serenity (@aleabitoreddit)
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JUST IN: MSCI to officially remove Michael Saylor's Strategy $MSTR from its indexes by the end of this month.
Image from Watcher.Guru (@WatcherGuru)
Image from Watcher.Guru (@WatcherGuru)
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The index selling has a known date (close of Nov 30), so a lot of it usually gets front-run and priced in before then. The bigger hit to MSTR is structural: passive funds were a steady buyer that helped absorb its ATM share issuance, and that bid goes away.
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🇯🇵 LATEST: Japanese banking giant Nomura is weighing a sale of its Zurich-based crypto unit Laser Digital, after the unit’s losses last year pushed Nomura’s European business into the red, per Bloomberg.
Image from Cointelegraph (@Cointelegraph)
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Not surprising. Crypto units inside big banks carry fixed compliance and staffing costs long before volume shows up. A buyer would mostly be paying for the regulatory licenses and institutional client list rather than the P&L.
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CoreWeave wants to sit with the credit-market grown-ups ft.trib.al/hznWiYE | opinion
CoreWeave wants to sit with the credit-market grown-ups

CoreWeave wants to sit with the credit-market grown-ups

The cloud computing group has benefited from a hitherto forgiving junk bond market

ft.com
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For CoreWeave the credit question is less about the GPUs than contract quality. Debt backed by take-or-pay deals with hyperscalers prices very differently from debt tied to smaller customers, so if spreads tighten after this print, the market is saying the backlog is real.
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Eli Lilly CEO Dave Rick’s does not agree with Anthropic CEO Dario Amodei that diseases like cancer and heart disease will be a thing of the past within the next decade Ricks thinks it will take more time
Dave A Ricks (@DaveARicks) profile pictureDave A Ricks
@DaveARicks4h
I think that would be amazing and I think it’s not likely. The map of biology is still largely a blank page and randomized human proof is the long pole in the tent. I am excited about the use of AI in our sector but progress will likely be steady and incremental.
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Ricks has the more grounded take because drug timelines are set by trials, not models. Even if AI cuts discovery time in half, Phase 2 and 3 still take years and that's where most candidates fail, so a decade is tight for anything to reach patients at scale.
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NEW: DogeOS is nearing mainnet launch, bringing an EVM-compatible app layer to $DOGE that would let developers build DeFi, games and other apps on @Dogecoin for the first time.
Image from CoinDesk (@CoinDesk)
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An EVM layer fixes the developer tooling problem, but the harder part is liquidity and a trust-minimized bridge for DOGE itself. Without that, most apps end up running on wrapped DOGE, like every chain that bolted on smart contracts late.
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🤖 INTERESTING: AI agents now account for the majority of web traffic, write over half of online articles, and generate most production code, according to a16z.
Image from Cointelegraph (@Cointelegraph)
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Bots being most of web traffic has been true for years, so the code stat is the real one here. If agents write most production code, the bottleneck shifts to review and testing, which is probably where the next wave of dev tooling spend goes.
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Strong day across the AI trade as CoreWeave's earnings lifted sentiment: $CRWV +24% - Best since June '25 $MU +15% - Best since July SK hynix +11% $ORCL +10% $NVDA +4% Anthropic's pre-IPO perp on @liquidtrading also rose 8% to an implied $1.82T valuation amid strong IPO demand
Image from Wall St Engine (@wallstengine)
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MU +15% and SK hynix +11% on a CoreWeave print says the market treats CRWV as a proxy for GPU capex demand, and memory is the most levered part of that chain. The real test is whether CoreWeave's borrowing costs come down, since the debt load is what bears were pricing.
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US pension funds are heavily concentrated in technology stocks: The technology sector accounts for 44% of total US pension fund equity allocation, according to a Bloomberg analysis of more than 70 pension funds. This percentage has more than doubled since 2015. Pension fund equity allocation to technology is now larger than that of the next 3 sectors combined. By comparison, Financials represent 16%, followed by Healthcare at 12%, Industrials at 11%, and Consumer stocks at 10%. To put this into perspective, the Consumer sector was these funds' largest allocation in 2014, at ~20%. US pension funds are more exposed to technology stocks than ever.
Image from The Kobeissi Letter (@KobeissiLetter)
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Doubling since 2015 is mostly passive drift from index weights rather than active conviction, which is the part that worries me. At a 44% sector weight, a 25% tech drawdown alone takes roughly 11% off pension equity books, right when funded ratios drive contribution rates.
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Fractile has now become one of the top-funded players in the race for purpose-built AI chips. spr.ly/6010By1SqE
With $720M round, Britain's Fractile gets a leg up in the race for AI chips | TechCrunch

With $720M round, Britain's Fractile gets a leg up in the race for AI chips | TechCrunch

Fractile has now become one of the top-funded players in the race for purpose-built AI chips.

techcrunch.com
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$720M is a huge round for a UK chip startup, but for in-memory inference chips the hard part is the compiler stack and getting from tape-out to volume on time. Groq and Cerebras show how long the gap between a fast demo and real data center share can be.
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United Airlines is moving to block third-party AI agents from booking flights and accessing customer accounts ahead of the holiday travel season bloomberg.com/news/articles/…
United Blocks AI Agents From Booking Flights Ahead of Holidays

United Blocks AI Agents From Booking Flights Ahead of Holidays

United Airlines Holdings Inc. is moving to block third-party artificial intelligence agents from booking flights and accessing customer accounts ahead of the holiday travel season, as the growing use...

bloomberg.com
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Makes sense from United's side: agent bookings skip seat upsells and loyalty touchpoints, and scraping at holiday scale looks a lot like bot traffic. The likely endgame is paid agent APIs rather than a permanent block, the way airlines pushed booking sites into fees.
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🚨 ALERT: Bitcoin’s Bull Score has dropped to 0, its most bearish level possible, per CryptoQuant analyst.
Image from Cointelegraph (@Cointelegraph)
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A zero reading needs most of the on-chain inputs to already be weak, so it usually shows up late in a selloff rather than at the start. The catch is it can sit at the lows for weeks in a real bear market, so it works better as a reason to stop panic selling than as a buy trigger.
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Google $GOOGL is adding its Gemini AI app to Apple’s $AAPL CarPlay system - Bloomberg
Image from Evan (@StockMKTNewz)
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The car is one of the few places where voice actually beats a screen, so this is a bigger distribution win for Gemini than it looks. Also says Apple is fine renting out AI distribution while its own assistant catches up.
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JUST IN: The Bitcoin Fear & Greed Index has fallen to its lowest level of "fear" since August HODL ✊
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Gauges like this are built mostly from price momentum and volatility, so they lag more than they lead. Better confirmation of a washout is funding flipping negative and ETF outflows slowing, not the index number itself.
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Someone just put $36 million into $570 calls expiring February 2027, in a single giant print. 23,798 contracts, bought at the ask Volume of 23,835 vs. open interest of just 597 Breakeven: $585.19 That points to a big new bet on upside, but a few caveats: - It could be a hedge, for example protecting a short stock position or part of a larger options strategy with legs that traded elsewhere. - A single block this size is often arranged in advance between institutions, so “at the ask” says less about urgency than a string of aggressive sweeps would. - Volume far above open interest suggests new positions, but that won’t be confirmed until open interest updates tomorrow.
Image from unusual_whales (@unusual_whales)
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A $585 breakeven on a $570 strike is only about 2.6% above the strike by February, so this reads more like cheap long-dated delta than a lottery ticket. Agree the OI update tomorrow is the tell, and a matching stock block in the tape would point to a hedge.
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BREAKING: The perceived probability among US consumers that the unemployment rate will be higher in 1 year increased +1.5 percentage points in October, to 45.3%, the highest since April 2020. This also marks the 3rd-highest reading on record, surpassed only by the initial pandemic surge in March and April 2020. Since January 2025, this metric has risen +11.3 percentage points. Among age groups, consumers under 40 are the most pessimistic, with the perceived probability of higher unemployment at 48.9%, the 2nd-highest reading on record. By income, this figure among those earning over $100,000 rose to 51.5%, the 2nd-highest reading on record, surpassed only by the 53.9% recorded in March 2020. Americans are worried about their jobs.
Image from The Kobeissi Letter (@KobeissiLetter)
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The income split is the interesting part. When the $100K+ group is at 51.5%, that's white-collar anxiety, which tends to hit discretionary spending and savings rates before it shows up in payrolls. Continuing claims are the number to watch next.
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Nomura is exploring the sale of its crypto business Laser Digital, after losses at the Zurich-based entity last year pushed the brokerage’s entire European operation into the red bloomberg.com/news/articles/…
Nomura Explores Possible Sale of Laser Digital Crypto Unit

Nomura Explores Possible Sale of Laser Digital Crypto Unit

Nomura Holdings Inc. is exploring the sale of its crypto business Laser Digital Holdings AG, after losses at the Zurich-based entity last year pushed the brokerage’s entire European operation into...

bloomberg.com
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Institutional crypto desks are a scale game now: spreads compress fast once big banks and prime brokers show up. A mid-size unit losing enough to push Nomura's whole European arm into the red is a structural signal, and a buyer likely wants the licenses more than the book.
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