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“Only a fool trips on what’s behind them.” — Iceberg Slim ◢ Founder, CEO, Asymmetric Financial & Asymmetric Information
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Strong support at zero.
Strong support at zero.
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Send it
Send it
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.@stripe is adding "Billing for LLM tokens". The "per seat" SaaS subscription model is cooked. https://docs.stripe.com/billing/token-billing
.@stripe is adding "Billing for LLM tokens".
The "per seat" SaaS subscription model is cooked.
https://docs.stripe.com/billing/token-billing
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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
Another one. 🎯
This time, optical processing unit startup, @neurophos, bags $110M Series A with @BillGates ✅
https://techcrunch.com/2026/01/22/from-invisibility-cloaks-to-ai-chips-neurophos-raises-110m-to-build-tiny-optical-processors-for-inferencing/?utm_source=dlvr.it&utm_medium=twitter
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The @claudeai Code Skills explosion reminds me of the @npmjs packages explosion. Only a matter of time until these skills are mining Monero without users knowing.
The @claudeai Code Skills explosion reminds me of the @npmjs packages explosion.
Only a matter of time until these skills are mining Monero without users knowing.
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The SaaS Zombies 🧟 basket finally getting some short covering today
The SaaS Zombies 🧟 basket finally getting some short covering today
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@cramforce 👀 https://www.wsj.com/tech/ai/anthropic-claude-code-ai-7a46460e
@cramforce 👀
https://www.wsj.com/tech/ai/anthropic-claude-code-ai-7a46460e
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$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
$NFLX has only been this oversold (RSI < 20) 28 times since May 23rd, 2002.
That's the bottom 0.47% of all trading days.
See forward returns: https://oversold.lol/scan/NFLX/20
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$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
$AAPL has only been this oversold (RSI < 21) 27 times since September 7th, 1984.
That's the bottom 0.26% of all trading days.
See forward returns: https://oversold.lol/scan/AAPL/21
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$AAPL has only been this oversold (RSI < 21) 27 times since September 7th, 1984. 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
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The AI Bubble has burst...in search terms
The AI Bubble has burst...in search terms
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@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?
@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?
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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.
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.
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Outgrow the debt. US Atlanta Fed GDPNow Q4: 5.4% (prev 2.7%)
Outgrow the debt.
US Atlanta Fed GDPNow Q4: 5.4% (prev 2.7%)
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Asymmetric's @solana validator scores higher than @heliuslabs and @FWDind on @jito's IBRL dashboard. 🥱
Asymmetric's @solana validator scores higher than @heliuslabs and @FWDind on @jito's IBRL dashboard.
🥱
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Enjoy.
Enjoy.
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Sell puts
Sell puts
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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
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
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$SOL 30-day realized volatility is at an all-time low.
$SOL 30-day realized volatility is at an all-time low.
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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
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
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