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@BlockChain187

Ben

@BlockChain187
ex JPM Anal • Sports • Equities • Tech • Finance • Gamer • Scribbling with Wi-Fi • "Boiler Room is a top 5 finance movie" truther. NFA. DYODD.
Palo Alto
Joined October 2014
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  • @BlockChain187
    Ben
    @BlockChain187
    Apr 25
    As we go to the huge earnings next week… just realize that “AI agents” didn’t really gain traction until middle to late Dec 2025 and into Jan 2026. That was when you had claudbot/moltbot/openclaw giving everyone a use case for everyone to mimic. Including enterprise. You had
    4
  • @BlockChain187
    Ben
    @BlockChain187
    Apr 14
    To all new $INTC investors. Welcome to becoming an INTEL-ionnaire. If you are long term, nothing to worry about; don’t even read this. If you’ve been an $INTC investor, there are some short term mechanics that will fuck you up in the short term. One of them is OPEX day.
    1
  • @BlockChain187
    Ben
    @BlockChain187
    Apr 12
    Ran the algo on $INTC. Composite score 67.7/100, grade A-. MA convergence method hit 90/100 (strong buy) and ensemble rules came in at 63. Z-score method was the holdout at 50 (neutral). Validation flagged weak at 24.6% variance... methods agree on direction but not conviction.
    2
  • @BlockChain187
    Ben
    @BlockChain187
    Apr 12
    Ran the algo on $PLTR. 3-method cross-validation came back bearish. All three methods agree at 100% directional consensus, which doesn't happen often. At $128.06, it's trading 14.4% below the 50-day MA ($146.55). Z-score at -0.52. IV in the 60-75th percentile, so selling premium
    1
  • @BlockChain187
    Ben
    @BlockChain187
    Apr 12
    $MSFT reports Q3 on April 29. Azure grew 39% last quarter. Copilot has 15 million paying subscribers out of 450 million Office users. That's 3.3% penetration. Stock pulled back from $410 to $370. The question every buyer needs to answer: is 3.3% Copilot penetration the floor or
    1