Amazon Stock (AMZN)

It looks like Broadcom ($AVGO) is already back for another fix. It really makes me wonder how there is enough savings in the world to do this, although the Treasury market is telling you there isn’t: Broadcom CDS Explodes As It Seeks Up To $100 Billion In Massive Off-Balance Sheet Debt Deal At any rate, …

* The markets, that is… From the ridiculous: Dr Frankenstein: Now that brain that you gave me, was it Hans Del Brooks? Igor: No. Dr. Frankenstein: Would you mind telling me whose brain I did put in? Igor: Abby someone. Dr. Franksenstein: Abby, who? Igor: Abby Normal – I am almost sure that was the name. Dr. Frankenstein: Are you saying I put …

This chart is pretty good on tokens: https://openrouter.ai/rankings?view=month A few observations: * Looking at the chart, token UNITS interestingly seem to be really flattening overall. * Re chart later in this note, token pricing is cratering. In part because unit growth is slowing, in part because the current pricing is dis-economic for customers, and in part …

Here are today’s things: * I sold out the following longs: ($AMZN) $236.89 ($GOOGL) $330.07 ($MSFT) $450.31 ($SNDK) $1156 * Added to ($MSOS) $4.04, ($TRLV) $8.02 and ($GTBIF) $6.92 Positions: Long MSOS VVL TRLV S GTBIF S

I am out of longs in SNDK ($SNDK), AMZN ($AMZN), GOOGL ($GOOGL) and MSFT ($MSFT). Positions: None.