Alphonse
@nevillebartos.bsky.social
Early
Prices have doubled for consumer 8tb ssd
Due to micron exiting consumer space.
Prices have doubled for consumer 8tb ssd
Due to micron exiting consumer space.
January 25, 2026 at 3:58 PM
Early
Prices have doubled for consumer 8tb ssd
Due to micron exiting consumer space.
Prices have doubled for consumer 8tb ssd
Due to micron exiting consumer space.
Reposted by Alphonse
Not sure if any precious metals can be short at this point, considering the latest developments in China. Xi eliminated all the high ranking military generals who had been vocally against using force against Taiwan. Official news from last night US time. People believe a war is imminent.
January 24, 2026 at 2:36 PM
Not sure if any precious metals can be short at this point, considering the latest developments in China. Xi eliminated all the high ranking military generals who had been vocally against using force against Taiwan. Official news from last night US time. People believe a war is imminent.
When they spike best you can hope is getting in at a rolling top.
Costs real money to buy
Costs real money to buy
January 24, 2026 at 2:32 AM
When they spike best you can hope is getting in at a rolling top.
Costs real money to buy
Costs real money to buy
You put them on very high and forget them.
In this case 4x cost
Cocoa same
memory same gross margins like 90%
In this case 4x cost
Cocoa same
memory same gross margins like 90%
January 24, 2026 at 2:19 AM
You put them on very high and forget them.
In this case 4x cost
Cocoa same
memory same gross margins like 90%
In this case 4x cost
Cocoa same
memory same gross margins like 90%
Memory is a commod
Look whats happened
Same collapse will happen
Look whats happened
Same collapse will happen
January 24, 2026 at 2:18 AM
Memory is a commod
Look whats happened
Same collapse will happen
Look whats happened
Same collapse will happen
This used to be a thing.
Commods spike out of nowhere and collapse same way.
No theory other than cost of production
Commods spike out of nowhere and collapse same way.
No theory other than cost of production
January 24, 2026 at 2:13 AM
This used to be a thing.
Commods spike out of nowhere and collapse same way.
No theory other than cost of production
Commods spike out of nowhere and collapse same way.
No theory other than cost of production
Small market float for silver.
25 billion value of yearly production.now 100 bil
Easy to move when globally piling into etfs.
You short commod
You forget them and they go back to cost of priduction.
Literally no brain space occupied
No ovethinking,no overfitting.
25 billion value of yearly production.now 100 bil
Easy to move when globally piling into etfs.
You short commod
You forget them and they go back to cost of priduction.
Literally no brain space occupied
No ovethinking,no overfitting.
Production.now
✓ Buyer Protection
✓ Dedicated Support
✓ Secure Purchase & Transfer
production.now
January 24, 2026 at 2:07 AM
Small market float for silver.
25 billion value of yearly production.now 100 bil
Easy to move when globally piling into etfs.
You short commod
You forget them and they go back to cost of priduction.
Literally no brain space occupied
No ovethinking,no overfitting.
25 billion value of yearly production.now 100 bil
Easy to move when globally piling into etfs.
You short commod
You forget them and they go back to cost of priduction.
Literally no brain space occupied
No ovethinking,no overfitting.
Percentage moves are peanuts from here.
The degens that missed the doubles and triples its too late now.
There is no doubles and triples from here.
The degens that missed the doubles and triples its too late now.
There is no doubles and triples from here.
January 24, 2026 at 2:03 AM
Percentage moves are peanuts from here.
The degens that missed the doubles and triples its too late now.
There is no doubles and triples from here.
The degens that missed the doubles and triples its too late now.
There is no doubles and triples from here.
in this case short the silver and long one of the others.
start small,
as you investigate get heavier by taking off the long and short more
start small,
as you investigate get heavier by taking off the long and short more
January 24, 2026 at 1:54 AM
in this case short the silver and long one of the others.
start small,
as you investigate get heavier by taking off the long and short more
start small,
as you investigate get heavier by taking off the long and short more
Its forced buying for now
Pray higher
More wealth
They got their hundred
Talk is ala amc going to start foundations
Pray higher
More wealth
They got their hundred
Talk is ala amc going to start foundations
January 24, 2026 at 1:23 AM
Its forced buying for now
Pray higher
More wealth
They got their hundred
Talk is ala amc going to start foundations
Pray higher
More wealth
They got their hundred
Talk is ala amc going to start foundations
i like gld short take credit put it all in pall.
alternatively
slv short and half the credit taken in put in pall
alternatively
slv short and chill
your port .3x pall and .15x pplt
alternatively
slv short and half the credit taken in put in pall
alternatively
slv short and chill
your port .3x pall and .15x pplt
January 23, 2026 at 7:40 PM
i like gld short take credit put it all in pall.
alternatively
slv short and half the credit taken in put in pall
alternatively
slv short and chill
your port .3x pall and .15x pplt
alternatively
slv short and half the credit taken in put in pall
alternatively
slv short and chill
your port .3x pall and .15x pplt
*rightfully.
Will not correct any word going forward
How it sounds i will right it
Will not correct any word going forward
How it sounds i will right it
January 23, 2026 at 6:42 PM
*rightfully.
Will not correct any word going forward
How it sounds i will right it
Will not correct any word going forward
How it sounds i will right it
Code rewriters should be a hot commod.
Software writefully is going to zero.
Everyone will have there own code invluding each and every company.
They will be the white collar hvac guys
Software writefully is going to zero.
Everyone will have there own code invluding each and every company.
They will be the white collar hvac guys
January 23, 2026 at 6:40 PM
Code rewriters should be a hot commod.
Software writefully is going to zero.
Everyone will have there own code invluding each and every company.
They will be the white collar hvac guys
Software writefully is going to zero.
Everyone will have there own code invluding each and every company.
They will be the white collar hvac guys
Nvdias stranglehold is their cuda software which every developer uses .
Hardware is easily duplicated as amd has done
The software was the moat.
Now you run cuda through claude and you can program on amd hardware as easily as on nvda.
Except amd hardware is cheaper.
Thats the gist of the story/pitch
Hardware is easily duplicated as amd has done
The software was the moat.
Now you run cuda through claude and you can program on amd hardware as easily as on nvda.
Except amd hardware is cheaper.
Thats the gist of the story/pitch
January 23, 2026 at 6:02 PM
Nvdias stranglehold is their cuda software which every developer uses .
Hardware is easily duplicated as amd has done
The software was the moat.
Now you run cuda through claude and you can program on amd hardware as easily as on nvda.
Except amd hardware is cheaper.
Thats the gist of the story/pitch
Hardware is easily duplicated as amd has done
The software was the moat.
Now you run cuda through claude and you can program on amd hardware as easily as on nvda.
Except amd hardware is cheaper.
Thats the gist of the story/pitch
Absolutely and bearish everything else including amd
January 23, 2026 at 5:58 PM
Absolutely and bearish everything else including amd