DEV Community

Quantabundance profile picture

Quantabundance

Capital flows, we map it. Catch the moves before the crowd.

Joined Joined on 
The AI Supercycle: is it a bubble? Why railways and dot-com already answered
quantabundacia profile

The AI Supercycle: is it a bubble? Why railways and dot-com already answered

#education #historyofbubbles #aisupercycle #capex
Comments
6 min read
AI IPO lockup expirations: CoreWeave, Circle, Cerebras & Nebius dates
quantabundacia profile

AI IPO lockup expirations: CoreWeave, Circle, Cerebras & Nebius dates

#ipo #lockup #crwv #crcl
Comments
5 min read
Adobe (ADBE) explained - the AI-disruption trade, Firefly, and a 10x forward multiple
quantabundacia profile

Adobe (ADBE) explained - the AI-disruption trade, Firefly, and a 10x forward multiple

#adbe #adobe #firefly #generativeai
Comments
8 min read
Adobe (ADBE) Q2: AI-first ARR triples past $500M, FY26 guide raised
quantabundacia profile

Adobe (ADBE) Q2: AI-first ARR triples past $500M, FY26 guide raised

#adbe #earnings #q22026 #enterprisesaasai
Comments
6 min read
The 12 AI bubbles, ranked by empirical realness
quantabundacia profile

The 12 AI bubbles, ranked by empirical realness

#bubbles #taxonomy #aisupercycle #investing
Comments
6 min read
Options risk management - the capstone checklist - options trading, chapter 16
quantabundacia profile

Options risk management - the capstone checklist - options trading, chapter 16

#options #riskmanagement #premiumatrisk #liquidity
Comments
6 min read
The Greeks: theta and vega - why direction isn't enough - options trading, chapter 8
quantabundacia profile

The Greeks: theta and vega - why direction isn't enough - options trading, chapter 8

#options #greeks #theta #vega
Comments
5 min read
The Greeks: delta and gamma - your option's directional exposure - options trading, chapter 7
quantabundacia profile

The Greeks: delta and gamma - your option's directional exposure - options trading, chapter 7

#options #greeks #delta #gamma
Comments
5 min read
Option premium: intrinsic vs extrinsic value, and why OTM options decay to zero - options trading, chapter 4
quantabundacia profile

Option premium: intrinsic vs extrinsic value, and why OTM options decay to zero - options trading, chapter 4

#options #premium #intrinsicvalue #timevalue
Comments
6 min read
Marvell (MRVL): what it does, how it makes money, and why it's the #2 in custom AI silicon
quantabundacia profile

Marvell (MRVL): what it does, how it makes money, and why it's the #2 in custom AI silicon

#mrvl #marvell #customaisilicon #asic
Comments
8 min read
OKX vs Coinbase for crypto derivatives: where the perp tape actually lives
quantabundacia profile

OKX vs Coinbase for crypto derivatives: where the perp tape actually lives

#okx #coinbase #cryptoderivatives #perpetuals
Comments
6 min read
Oklo (OKLO): what it does, how it plans to make money, and the licensing risk
quantabundacia profile

Oklo (OKLO): what it does, how it plans to make money, and the licensing risk

#oklo #nuclear #smr #microreactor
Comments
5 min read
NVIDIA vs custom ASICs - what TPU, Trainium, and MTIA actually do (and why most of them target inference, not training)
quantabundacia profile

NVIDIA vs custom ASICs - what TPU, Trainium, and MTIA actually do (and why most of them target inference, not training)

#nvda #nvidia #tpu #trainium
Comments
9 min read
NVIDIA's networking moat - why NVLink, Spectrum-X, and the Mellanox acquisition are the second product the market doesn't talk about
quantabundacia profile

NVIDIA's networking moat - why NVLink, Spectrum-X, and the Mellanox acquisition are the second product the market doesn't talk about

#nvda #nvidia #mellanox #nvlink
Comments
8 min read
NVIDIA's customer concentration - five buyers, half the revenue, and what happens if one of them in-houses
quantabundacia profile

NVIDIA's customer concentration - five buyers, half the revenue, and what happens if one of them in-houses

#nvda #nvidia #hyperscalers #microsoft
Comments
9 min read
NVIDIA's HBM bottleneck - why Blackwell shipments depend on three Korean fabs
quantabundacia profile

NVIDIA's HBM bottleneck - why Blackwell shipments depend on three Korean fabs

#nvda #nvidia #hbm #hbm3e
Comments
7 min read
The CUDA moat - why NVIDIA's software ecosystem defends the hardware monopoly long after AMD catches up
quantabundacia profile

The CUDA moat - why NVIDIA's software ecosystem defends the hardware monopoly long after AMD catches up

#nvda #nvidia #cuda #amd
Comments
9 min read
NVIDIA's Blackwell Rubin roadmap - the annual cadence that priced the next $2T of market cap
quantabundacia profile

NVIDIA's Blackwell Rubin roadmap - the annual cadence that priced the next $2T of market cap

#nvda #nvidia #blackwell #rubin
Comments
8 min read
Nvidia & AMD's China chip loophole just closed - and the demand math barely moves
quantabundacia profile

Nvidia & AMD's China chip loophole just closed - and the demand math barely moves

#nvda #amd #exportcontrols #china
Comments
6 min read
Nifty Fifty (1972): the quality bubble, where the companies were great and the price was the mistake
quantabundacia profile

Nifty Fifty (1972): the quality bubble, where the companies were great and the price was the mistake

#education #historyofbubbles #niftyfifty #valuation
Comments
7 min read
Neoclouds ranked by risk-adjusted value: CoreWeave, Nebius, IREN, Applied Digital, SharonAI
quantabundacia profile

Neoclouds ranked by risk-adjusted value: CoreWeave, Nebius, IREN, Applied Digital, SharonAI

#crwv #nbis #iren #apld
Comments
7 min read
Nebius (NBIS): what it does, the $50B Microsoft-Meta backlog, and the AI-utility read
quantabundacia profile

Nebius (NBIS): what it does, the $50B Microsoft-Meta backlog, and the AI-utility read

#nbis #nebius #aicloud #neocloud
Comments
7 min read
Micron (MU) explained - DRAM, HBM, NAND, and the only US-listed pure-play memory bet
quantabundacia profile

Micron (MU) explained - DRAM, HBM, NAND, and the only US-listed pure-play memory bet

#mu #micron #hbm #dram
Comments
9 min read
HBM vs DRAM vs NAND: memory ranked by manufacturing difficulty
quantabundacia profile

HBM vs DRAM vs NAND: memory ranked by manufacturing difficulty

#mu #memory #dram #hbm
Comments
8 min read
Memory cyclicality - the supercycle that still has a cycle
quantabundacia profile

Memory cyclicality - the supercycle that still has a cycle

#memory #dram #hbm #micron
Comments
14 min read
Iron condors and strangles - defined-risk range trades - options trading, chapter 13
quantabundacia profile

Iron condors and strangles - defined-risk range trades - options trading, chapter 13

#options #ironcondor #strangle #impliedvolatility
Comments
6 min read
The Iran war reaches the AI trade through the power bill, not the panic
quantabundacia profile

The Iran war reaches the AI trade through the power bill, not the panic

#macro #oil #iran #datacenterpower
Comments
6 min read
After SpaceX: the 2026 IPO pipeline, ranked by what's actually filed
quantabundacia profile

After SpaceX: the 2026 IPO pipeline, ranked by what's actually filed

#ipo #spcx #anthropic #openai
Comments
6 min read
Implied volatility explained - why being right can still lose - options trading, chapter 6
quantabundacia profile

Implied volatility explained - why being right can still lose - options trading, chapter 6

#options #impliedvolatility #ivcrush #earnings
Comments
6 min read
IBM - the quantum foundry bet, and what a $278B incumbent actually does
quantabundacia profile

IBM - the quantum foundry bet, and what a $278B incumbent actually does

#ibm #quantumcomputing #enterprisesoftware #redhat
Comments
7 min read
IBKR Trader Workstation for systematic bots: the operational map nobody publishes
quantabundacia profile

IBKR Trader Workstation for systematic bots: the operational map nobody publishes

#ibkr #ibgateway #tws #algotrading
Comments
9 min read
Opening an IBKR account for your US LLC - documents, costs, and the market-data catch
quantabundacia profile

Opening an IBKR account for your US LLC - documents, costs, and the market-data catch

#ibkr #usllc #entityaccount #nonresident
Comments
5 min read
Hyperscalers: the failed AI bubble (and why we publish failures)
quantabundacia profile

Hyperscalers: the failed AI bubble (and why we publish failures)

#bubbledeepdive #hyperscalers #failedvalidation #methodology
Comments
6 min read
Trading NVDA at 3 a.m.: how Hyperliquid's xyz stock perps work, and what they cost
quantabundacia profile

Trading NVDA at 3 a.m.: how Hyperliquid's xyz stock perps work, and what they cost

#hyperliquid #hip3 #xyz #stockperps
Comments
8 min read
Hyperliquid fees in 2026: the schedule, the tiers, and what the 4 % referral is worth
quantabundacia profile

Hyperliquid fees in 2026: the schedule, the tiers, and what the 4 % referral is worth

#hyperliquid #fees #referral #perpetuals
Comments
5 min read
Getting money off Hyperliquid: the fiat rail is the half of the trade nobody maps
quantabundacia profile

Getting money off Hyperliquid: the fiat rail is the half of the trade nobody maps

#hyperliquid #cashout #usdc #fiatrail
Comments
9 min read
HYPE tokenomics: the Assistance Fund buyback is a claim on volume, not a floor
quantabundacia profile

HYPE tokenomics: the Assistance Fund buyback is a claim on volume, not a floor

#hype #hyperliquid #tokenomics #buyback
Comments
8 min read
Huawei's Tau Scaling Law and LogicFolding - what China's sanction-proof chip pivot actually means
quantabundacia profile

Huawei's Tau Scaling Law and LogicFolding - what China's sanction-proof chip pivot actually means

#huawei #smic #tsmc #tsm
Comments
8 min read
How to read an options chain - the columns that matter and the ones that trap you
quantabundacia profile

How to read an options chain - the columns that matter and the ones that trap you

#optionschain #options #openinterest #impliedvolatility
Comments
5 min read
How to read an earnings report - results vs expectations, guidance, and the call
quantabundacia profile

How to read an earnings report - results vs expectations, guidance, and the call

#earnings #fundamentals #guidance #eps
Comments
6 min read
How to read a stock chart - candlesticks, timeframes, and volume - trading basics, chapter 4
quantabundacia profile

How to read a stock chart - candlesticks, timeframes, and volume - trading basics, chapter 4

#chart #candlestick #timeframe #volume
Comments
5 min read
How to invest in xAI (Grok) - now a SpaceX subsidiary, so the answer is SPCX, TSLA, NVDA
quantabundacia profile

How to invest in xAI (Grok) - now a SpaceX subsidiary, so the answer is SPCX, TSLA, NVDA

#xai #grok #spcx #spacex
Comments
7 min read
How to invest in Stripe - the honest answer is you mostly can't (and why)
quantabundacia profile

How to invest in Stripe - the honest answer is you mostly can't (and why)

#stripe #fintech #xyz #pypl
Comments
6 min read
How to invest in the SpaceX IPO (SPCX), and what to buy if you can't get in
quantabundacia profile

How to invest in the SpaceX IPO (SPCX), and what to buy if you can't get in

#spcx #spacex #ipo #howtoinvest
Comments
5 min read
How to invest in OpenAI - the proxy basket (MSFT, SFTBY, AMZN, NVDA, ARKVX)
quantabundacia profile

How to invest in OpenAI - the proxy basket (MSFT, SFTBY, AMZN, NVDA, ARKVX)

#openai #chatgpt #msft #sftby
Comments
9 min read
How to invest in Databricks - the public investors are real but the stakes are too small to matter
quantabundacia profile

How to invest in Databricks - the public investors are real but the stakes are too small to matter

#databricks #snow #nvda #ai
Comments
6 min read
How to invest in Anthropic - the proxy basket (AMZN, GOOGL, VCX, ARKV)
quantabundacia profile

How to invest in Anthropic - the proxy basket (AMZN, GOOGL, VCX, ARKV)

#anthropic #claude #amzn #googl
Comments
9 min read
How stock markets actually work - exchanges, bid/ask, and liquidity - trading basics, chapter 2
quantabundacia profile

How stock markets actually work - exchanges, bid/ask, and liquidity - trading basics, chapter 2

#stockmarket #exchange #bidask #liquidity
Comments
5 min read
How options are priced - the six inputs behind every premium - options trading, chapter 5
quantabundacia profile

How options are priced - the six inputs behind every premium - options trading, chapter 5

#options #optionspricing #blackscholes #impliedvolatility
Comments
6 min read
NVIDIA qualified all three HBM makers for Vera Rubin. The fight is now allocation.
quantabundacia profile

NVIDIA qualified all three HBM makers for Vera Rubin. The fight is now allocation.

#hbm4 #hbm #verarubin #nvda
Comments
6 min read
HBM is the tightest bottleneck in the AI cycle - and three companies own it
quantabundacia profile

HBM is the tightest bottleneck in the AI cycle - and three companies own it

#hbm #memory #aisupercycle #skhynix
Comments
7 min read
2008: the bubble was not housing, it was leverage hidden inside complexity
quantabundacia profile

2008: the bubble was not housing, it was leverage hidden inside complexity

#education #historyofbubbles #2008crisis #leverage
Comments
8 min read
GE Vernova (GEV) - what it does, how it makes money, and the AI power-crunch bet
quantabundacia profile

GE Vernova (GEV) - what it does, how it makes money, and the AI power-crunch bet

#gev #gevernova #datacenterpower #gasturbines
Comments
5 min read
Funding Hyperliquid from Europe: EUR to native USDC on Arbitrum, no US exchange
quantabundacia profile

Funding Hyperliquid from Europe: EUR to native USDC on Arbitrum, no US exchange

#hyperliquid #usdc #arbitrum #mica
Comments
7 min read
The Everything Bubble (2021): the bubble was not in the meme stocks, it was in the price of money
quantabundacia profile

The Everything Bubble (2021): the bubble was not in the meme stocks, it was in the price of money

#education #historyofbubbles #everythingbubble #memestocks
Comments
7 min read
Dot-Com Bubble (2000): the internet was real, which is exactly why it was so dangerous
quantabundacia profile

Dot-Com Bubble (2000): the internet was real, which is exactly why it was so dangerous

#education #historyofbubbles #dotcombubble #nasdaq
Comments
8 min read
Dollar-cost averaging vs lump sum: the math, the psychology, and when each wins
quantabundacia profile

Dollar-cost averaging vs lump sum: the math, the psychology, and when each wins

#dollarcostaveraging #lumpsum #riskmanagement #investingbasics
Comments
7 min read
Dell Technologies (DELL) Q1 FY27 - AI Servers +757%, FY27 guide raised to $60Bn
quantabundacia profile

Dell Technologies (DELL) Q1 FY27 - AI Servers +757%, FY27 guide raised to $60Bn

#dell #earnings #q1fy27 #aihardware
Comments
8 min read
Datacenter power stocks: the second-derivative AI trade
quantabundacia profile

Datacenter power stocks: the second-derivative AI trade

#bubbledeepdive #datacenterpower #validated #aiinfrastructure
Comments
9 min read
CXMT enters Corsair DDR5 modules - what China's first Western-brand retail design-win means for the DRAM bubble
quantabundacia profile

CXMT enters Corsair DDR5 modules - what China's first Western-brand retail design-win means for the DRAM bubble

#cxmt #changxinmemory #corsair #ddr5
Comments
9 min read
loading...