Vanguard百亿美元增持Meta：机构持仓异动信号解读

Some other interesting tools in the space. Rust is using a tool called Josh to sync commits: https://josh-project.dev The blog post from the Rust people: https://blog.rust-lang.org/inside-rust/2026/06/04/how-josh-h... Meta used to have an open source tool called fbshipit. But according to its open source repo they no longer use it: https://github.com/facebookarchive/fbshipit An…

interesting … $CPRT $ICE $META $SPGI

Interesting, they used to be the largest ZFS user. Hard to Google for it without getting AI slop on it, but apparently they built their own stack in 2019. Not sure I like their solution, "Meta-data is persisted in RocksDB databases using a proprietary KV store called QuarkDB." Unless QuarkDB has magically removed RocksDB's amazing ability to corrupt and lose data frequently, th…

Makes it way easier for nefarious persons to dupe others with lookalike sites mimicking, eg, google login. People should always check exactly where there's sending login credentials to, or risk account takeover.

$GOOGL @MarketSurge #IBDPartner rally into underside of 20sma -- over that and could be quick run to 370 /50sma next resistance.

GOOGL is currently trapped between $341 and $350. The rejection from the $373 peak and subsequent drop to $345 is tied entirely tied to Alphabet's massive equity raise. Underwriters currently are managig a $30 billion dollar public allocation anchored near a $350 cost basis. To hedge this inventory during distribution, they sold heavy blocks of July 17th $350 covered calls. Wh

where did you find that? weird coz their post announcing this also mentioned Claude Code: > Fable 5 will be available starting tomorrow, Wednesday, July 1, to users globally on the Claude Platform, Claude.ai, Claude Code, and Claude Cowork. For Pro, Max, Team, and select Enterprise plans,1 Fable 5 will be included for up to 50% of weekly usage limits through July 7, after which…

$SPY $MSFT $NOW $CRM >> Look at massive the $IGV put trade / the green bar means bullish/selling the puts this trade is someone betting the software sector rallies from these levels into 2027

I predict we all be using the hell out of fable until the next great model comes around and in two weeks we won’t be talking about the export controls anymore. We just don’t have the attention span. Nobody should be putting loadbearing weight on Amazon or Microsoft with their ruthless monopoly ambitions, yet here we are

Feels like a leap. This kind of move was always possible. It's possible China stops publishing their frontier too. US could lock down access to Nvidia latest hw of scale even if you intended to do open models. Then what? Say amd or bust? The best you could do going solo (i.e no nation-state interference) is tiny stuff that you can run on commercial stuff. But that is seriously …

Why Did INTC, AMD, BB Stocks Surge To 52-Week Highs? $INTC $AMD $BB https://stocktwits.com/news/equity/markets/why-did-intc-amd-bb-stocks-surge-to-52-week-highs/cZm3GPrR706

AMD's first Athlon chips did not run particularily hot. They needed a fan, just like Williamette chips, but actually used less power than the competition. The difference was they had no internal, on-chip diode. If the heatsink and fan fell off, then the chip could cook itself. The boards had a thermal sensor to initiate shutdown if the fan stopped working. But it's debateable i…