◢ Re-poster

Strong support at zero.

Send it

.@stripe is adding "Billing for LLM tokens".

The "per seat" SaaS subscription model is cooked.

https://docs.stripe.com/billing/token-billing

Another one. 🎯

This time, optical processing unit startup, @neurophos, bags $110M Series A with @BillGates ✅

https://techcrunch.com/2026/01/22/from-invisibility-cloaks-to-ai-chips-neurophos-raises-110m-to-build-tiny-optical-processors-for-inferencing/?utm_source=dlvr.it&utm_medium=twitter

The @claudeai Code Skills explosion reminds me of the @npmjs packages explosion.

Only a matter of time until these skills are mining Monero without users knowing.

The SaaS Zombies 🧟 basket finally getting some short covering today

@cramforce 👀

https://www.wsj.com/tech/ai/anthropic-claude-code-ai-7a46460e

$NFLX has only been this oversold (RSI < 20) 28 times since May 23rd, 2002.

That's the bottom 0.47% of all trading days.

See forward returns: https://oversold.lol/scan/NFLX/20

$AAPL has only been this oversold (RSI < 21) 27 times since September 7th, 1984.

That's the bottom 0.26% of all trading days.

See forward returns: https://oversold.lol/scan/AAPL/21

$AAPL has only been this oversold (RSI < 21) 27 times since September 7th, 1984.

See forward returns: https://oversold.lol/scan/AAPL/21

The AI Bubble has burst...in search terms

@elonmusk @grok when can we expect OAuth with Xai/Grok so we don't have to ask users to enter their API keys into our apps?

LLMs writing tests for Swift code for MacOS desktop apps so I don't have to ever open Xcode again is worth trillions.

Few understand this.

Outgrow the debt.

US Atlanta Fed GDPNow Q4: 5.4% (prev 2.7%)

Asymmetric's @solana validator scores higher than @heliuslabs and @FWDind on @jito's IBRL dashboard.

🥱

Enjoy.

Sell puts

In May of 2025 I mentioned to @Kylechasse on his podcast that "defense-tech" investing is an area of major personal interest to me.

2026 will be its golden year, especially for private investors.

https://youtu.be/AX8-rwGLCt0?si=qgsUTSm_lLJG6Nm7&t=2417

$SOL 30-day realized volatility is at an all-time low.

Silver coins on @walmart now over $93/oz

https://www.walmart.com/ip/U-S-Mint-1-oz-Silver-Eagle-Coin-Cull-Condition-999-Fine-Silver/393051047?conditionGroupCode=4&classType=REGULAR