Astroconomics

Astroconomics

astroconomics.bsky.social

Tomorrow’s economy, decoded. Equities, crypto & prediction markets through an AI lens. Evidence first. Human judgment always. Not financial advice.

👤 Joined on 20 October 2025

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  • 20 Eki 2025, 02:29
    🎉 Bluesky'e katıldı - İlk kullanıcı adı: @astroconomics.bsky.social

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Gimlet Labs is emerging as a serious AI infrastructure player. $3B valuation. $300M Series B led by a16z. Backed by Arm, Samsung Ventures and Menlo. Now partnering with Cerebras ($CBRS) on 100 MW of AI inference capacity, targeting 3,000 tokens/sec. #AI #Cerebras #AIInfrastructure

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Explain Wednesday | $SOFI Data: Price $14.68; NeuroScore 0.53/1.00; Street tgt +38.7% Thesis: Gross margin 83.7%; 1M trend -13.4% Risk: earnings in 7d; guide and margin trend vs consensus. NeuroScore runs 0-1 (higher = stronger composite setup, 30d view). #SOFI #Research

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$SHOP update: Index Alpha (vs SPY) Confidence 0.75/1.00. Watch: guide revisions, margin trend, and volume confirmation. Why now: Index Alpha (vs SPY) Astroconomics research commentary. Not investment advice. #AI #Tech

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Earnings Friday | $NFLX Data: Price $72.61; NeuroScore 0.60/1.00; Street tgt +26.6% Setup: model upside (+0.055). Watch: Buzz (-0.004) Watch: model upside (+0.055) #NFLX #Earnings

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Kuiper Belt habitats → a future starship yard? The Billion Year Mission: humans + AI learning to live, build and repair far from Earth. AI concept—not a mission plan. Would you build here or closer to the Sun? NASA: science.nasa.gov/solar-system...

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