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We talked to @tylercowen about the acquisition of Windsurf and its implications: "We need new covenants to cover these cases... markets are very good at solving problems like that." "I would not involve the FTC. I don't like them, I don't trust them... They're a nightmare."... See more

TBPN x.com

今日操作：大量买回 TMF

郭宇 guoyu.eth x.com

BG2. NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT 👊💥@altcap @bgurley (00:00) Intro (02:21) Market Uncertainty (07:28) Globalism and Tariff Policies (25:07) $GOOG Acquisition of Wiz +... See more

Bg2 Pod x.com

Thumbnail of www-x-com-ltabb-status-1839050516762079642-a3540028b11343fa

We just updated our Payment for Order Flow data on @bloomberg to include 4 new brokers - FUTU, @Tradeup, @AlpacaFinance & @SoFi , Between those 4 & the other 10 (post Schwab consolidating AMTD), we capture 99+% of all PFOF. Can cut by Eq or Opt, $, Shares/Contracts, bkr, & MM https://t.co/icoQiw9te3

Larry Tabb

x.com

We put out an excellent piece on #fails / FTD today @BBGIntelligence by @gutenplan10 Net new fails are almost zero. Most fails carry over from the day before. Also a high proportion are OTC and sub-dollar securities. And less that 1% of shares fail on a day to day basis (0.4%) https://t.co/Fc9P0ilbA3

Larry Tabb

x.com

Otis Compensation (Public)

docs.google.com

Link

Faber Takedown of CoreWeave $CRWV Clip Paraphrased: "How does this business model make any sense? Their capex spend and associated depreciation are unfathomably high - and to be the client favorite, they must buy the latest, greatest, and most expensive Nvidia $NVDA chips at every update (many of which are annually). Oh... See more

Consensus Media x.com

Pretty cool to see organic usage of https://t.co/2nWfr8KQ0j on pods by none other than @balajis. https://t.co/QpUvYzfb2o

Aravind Srinivas x.com