LunarCrush LLM | creator/twitter::1485561104591953923/posts

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[@01Core_Ben](/creator/twitter/01Core_Ben)
"@SixSigmaCapital $OC $JOE $CSL $BRO $MMC $CMCSA $OKE. my biggest positions no one talks about on fintwit"  
[X Link](https://x.com/01Core_Ben/status/1976332938271973691) [@01Core_Ben](/creator/x/01Core_Ben) 2025-10-09T17:04Z 4443 followers, XXX engagements


"Idk I'm sitting on XX% cash and have another XX% in low beta/correlated stocks that are in big drawdowns. I sell more tech every time I see a new ridiculous deal announced. $XXX march 2026 puts on $QQQM are $XXXX - that does seem like a good deal. $SMH $XXX puts for March are $XXXXX that actually seems like an even better deal. Idk I have sold a lot of covered calls but have never done anything but lose money on Puts so I'm hesitant"  
[X Link](https://x.com/01Core_Ben/status/1977812058361254080) [@01Core_Ben](/creator/x/01Core_Ben) 2025-10-13T19:01Z 4443 followers, XX engagements


"@eftegarie I like this business a lot and it's my largest position in taxable accounts - though I don't hold it at all inside of IRA/401k. Huge insider ownership. Steady eddy if ever there was one"  
[X Link](https://x.com/01Core_Ben/status/1978393181243797628) [@01Core_Ben](/creator/x/01Core_Ben) 2025-10-15T09:31Z 4443 followers, XX engagements


"OpenAI needs to make sure that they have "insatiable demand" and remained "capacity constrained" - because the second they aren't the story collapses and all of the purchase agreements they have signed are exposed as being unfulfillable. You can very easily predict what OpenAI will do by understanding that they have to maximize GPU usage at all costs. Imo if you thought AGI was around the corner you would maximize the likelihood of infinite funding - which seems to be in alignment with what they're doing"  
[X Link](https://x.com/01Core_Ben/status/1978491168288551135) [@01Core_Ben](/creator/x/01Core_Ben) 2025-10-15T16:00Z 4442 followers, 1175 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@01Core_Ben "@SixSigmaCapital $OC $JOE $CSL $BRO $MMC $CMCSA $OKE. my biggest positions no one talks about on fintwit"
X Link @01Core_Ben 2025-10-09T17:04Z 4443 followers, XXX engagements

"Idk I'm sitting on XX% cash and have another XX% in low beta/correlated stocks that are in big drawdowns. I sell more tech every time I see a new ridiculous deal announced. $XXX march 2026 puts on $QQQM are $XXXX - that does seem like a good deal. $SMH $XXX puts for March are $XXXXX that actually seems like an even better deal. Idk I have sold a lot of covered calls but have never done anything but lose money on Puts so I'm hesitant"
X Link @01Core_Ben 2025-10-13T19:01Z 4443 followers, XX engagements

"@eftegarie I like this business a lot and it's my largest position in taxable accounts - though I don't hold it at all inside of IRA/401k. Huge insider ownership. Steady eddy if ever there was one"
X Link @01Core_Ben 2025-10-15T09:31Z 4443 followers, XX engagements

"OpenAI needs to make sure that they have "insatiable demand" and remained "capacity constrained" - because the second they aren't the story collapses and all of the purchase agreements they have signed are exposed as being unfulfillable. You can very easily predict what OpenAI will do by understanding that they have to maximize GPU usage at all costs. Imo if you thought AGI was around the corner you would maximize the likelihood of infinite funding - which seems to be in alignment with what they're doing"
X Link @01Core_Ben 2025-10-15T16:00Z 4442 followers, 1175 engagements