10 years in the market. Options and small-caps. Building a community of traders at ZTRADEZ. Opinions are my own. Not financial advice.
Delaware, USA
Joined September 2020
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Spencer (ZTRADEZ) retweeted
🚨#BREAKING: Treasury Secretary Scott Bessent has reportedly moved to a military base after receiving threats against his life from Iran.
Spencer (ZTRADEZ) retweeted
UBS sticks with its S&P 500 targets of 8,900 for 2027 and 9,600 for 2028, saying this year’s drop in valuations creates a buying opportunity.
Spencer (ZTRADEZ) retweeted
JUST IN: Anthropic still trading at $1.7 Trillion on Liquid. As mentioned on Fox Business by @RealNickMugalli
$CRWV is a buy. Fears are way overblown. Stay locked in. Demand still over exceeds supply by every metric…
Spencer (ZTRADEZ) retweeted
Elon Musk just revealed a massive update on Grok 4.8, and SpaceXSI has completely rebuilt its reinforcement learning and inference infrastructure from scratch
The engineering team has abandoned JAX and SGLang, rewriting the entire RL and inference stack in C/C++
Here’s where Grok 4.8 stands:
• Pre-training is complete
• Major cleanup of supervised fine-tuning data
• Reinforcement learning now underway
• Evaluation scores are starting to climb
• Soft rollout to Grok Bot users planned for later this week
And Elon also gave another imp update about Grok 4.8:
“Grok 4.8 will bear no resemblance to 4.7 (thankfully)”
He also explained why the development took longer than expected:
“It is not yet incredible, but, this time, the foundations are built right, so I expect it to evolve to be something special”
This is a fundamental engineering overhaul, not just another model upgrade
SpaceXSI has rewritten the underlying infrastructure to build a much stronger foundation for Grok’s future development.
And the first Grok Bot users are expected to get their hands on it this week
We have dumped JAX/SGLang and rewritten the entire RL and inference stack from scratch in C/C++, which took some extra time.
Training (aka pre-training) is done. Lot of cleanup was needed on the SFT data to get that mostly right. Now, 4.8 is in RL and the evals are starting to climb. We will do a soft rollout to Bot users later this week and see how it goes.
Grok 4.8 will bear no resemblance to 4.7 (thankfully). It is not yet incredible, but, this time, the foundations are built right, so I expect it to evolve to be something special.
Spencer (ZTRADEZ) retweeted
BREAKING: Jim Cramer says Nvidia investors need to prepare for a future without Jensen Huang
Spencer (ZTRADEZ) retweeted
Imagine a future where we could build homes like cars — one every minute. That's the vision of @BOXABL Co-CEO @GalianoTiramani
Homes built on an assembly line, delivered to you. Starting at $60,000.
Nasdaq ticker symbol $BXBL* Read disclaimers boxabl.com/ir
$NVDA Sheesh, clapped after this post 1 2 3 reversal on the 15 min expecting a short-term chop pop.
NASDAQ: $BXBL
MY #1 WATCH TODAY *Sponsored
BOXABL builds foldable, factory-built homes. The Casita is a 361 sq ft studio with kitchen, bath and utilities that unfolds on-site in under an hour.
News This Morning:
"BOXABL signs letter of intent with Warp Speed Holdings to introduce new home financing options"
Notes
• Reported purchase agreement for up to 1,580 modular ranch homes (roughly $233M), reported as the company's largest residential deal to date
• H1 2026 revenue of $2.1M on 27 Casitas delivered, vs $402K and 5 units in H1 2025 and waiting for more data this year
Why it's on my radar: the stock has fallen hard, and the next data points are the Q3 results and whether the 1,580-home deal turns into delivered homes.
More Company Info: boxabl.com/ir
Communicated Disclaimer:
ztradez.net/communicated-dis…
Spencer (ZTRADEZ) retweeted
$MDCE The Story Telling & Discount Dilution Era is Over….. Now it’s all about Scaling Revenues from Every Angle and Firing on All Cylinders. It’s been a Long Road…. Thank you for your patience 🙏 Numbers will Speak Much Louder than Words. We’ve put in the work. Now You be the Judge. #MDCE #OTCID #AItech #OTCmarkets #OTCpink
Spencer (ZTRADEZ) retweeted
BREAKING: Nvidia and CEO Jensen Huang have been sued in a proposed class action, per Reuters.
A shareholder accuses them of defrauding investors by hiding Huang’s ties to a suspected Chinese spy.
