El dinero se gana sentado, no haciendo trading. Investor and Engineer.
Madrid
Joined April 2026
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Señores, 17/06/26.
“Pero es que además en META y MSFT lo que hay es momentum… bajista”
3 months later…
META —> +30%
MSFT —> +50%
#Visionario #PriceAction #Caducado #Bitacomedia #MomentumBajista #Contrarian
Esto 👇 seguro que la da un disgusto a más de uno, ¿verdad, @BitacoraBolsa?
¿Por qué no comentas ya nada de MSFT? Con lo que te gustaba a ti...
#Bitacomedia #PriceActionCaducado
Scalpers retweeted
Netflix adquiere los derechos audiovisuales exclusivos para España y Andorra de la Copa Mundial de la FIFA 2030™.
Scalpers retweeted
MUSE WONDER 🍉
muse wonder is the best model in the world for personal agents and professional agents.
we evaluated our model against the best models in the world across agentic and coding tasks, and we think you all will like it.
$MSFT 👇🏻
MSFT is back at $4t and with Maia it now owns both ends of its AI stack
Its integrating the compute layer with its own chips... already owns the apps and the harness (Copilot, GitHub, Foundry).... and in the middle, stays model-agnostic (running OpenAI, its own MAI models, Anthropic and open source)
The bet is that models get commoditized, and the money goes to whoever serves them cheapest and owns the customer.
Scalpers retweeted
🍉 MUSE WONDER 🍉
our research process starts with evals. we developed the Personal Superintelligence Index (PSI) internally to help us measure the important dimensions of what actually makes a model useful for personal agents, vs just focusing on external benchmarks.
the end result is that our model is incredible for personal agents in many subtle and important ways, including Active Memory and Active Focus.
i'm especially proud of our research team for taking a particular focus on developing useful models. the whole point of building advanced frontier models is to make them useful to real people, and we have thought about that every step of the way in our research process.
muse wonder is quite advanced across the board, and certainly has big model smell (which we quantified!), but is truly state of the art for personal agents.
Scalpers retweeted
Introducing Muse Wonder, our new family of frontier models with state of the art performance for personal and professional agentic work.
Scalpers retweeted
Maia 300 is here. See what’s next for Azure.
Introducing Maia 300, Microsoft’s next-generation accelerator. Building on the magic of Maia 200, it delivers 40% more inference tokens per megawatt compared to leading GPU-based systems, and up to 7x the rack-scale token throughput of Maia 200. It’s another step toward rethinking innovation and unlocking new possibilities.
Discover how Maia 300 will help co-create what’s next for Microsoft’s infrastructure and technology: aka.ms/Maia300
Scalpers retweeted
Introducing Maia 300, Microsoft’s next-generation accelerator. Building on the magic of Maia 200, it delivers 40% more inference tokens per megawatt compared to leading GPU-based systems, and up to 7x the rack-scale token throughput of Maia 200. It’s another step toward rethinking innovation and unlocking new possibilities.
Discover how Maia 300 will help co-create what’s next for Microsoft’s infrastructure and technology: aka.ms/Maia300
Scalpers retweeted
Today we are announcing our biggest bet yet on our own silicon.
Starting next calendar year, we will scale our Maia family to multi-gigawatt deployments, making it the primary inference system for our own product and services.
And we’re introducing Maia 300, which delivers 40% more tokens per watt compared to leading GPU-based systems.
We are already deploying Maia 200 across the US, Europe, and Australia, delivering up to 1.7x more tokens per watt across experiences in Teams and Copilot.
Our goal is to build on the full-stack efficiency gains we’ve already seen, while continuing to bring the latest innovations from across the ecosystem into our fleet.
Scalpers retweeted
Introducing Microsoft-Decision-1, our new model for fast decision-making.
It delivers top performance on structured decision tasks, outperforming both LLMs and other decision models in latency and quality.
We’re already testing it across Microsoft for everything from incident response and quality control to scientific discovery.
Hoy, excelentísimo señores, quiero realizar una oración por nuestro amado #Marcasuelos @BitacoraBolsa
Perdón y a la misma vez gracias por todo.
Casi la vemos en 340, una lástima. 😅👇🏻 #bitacomedia #bitarisa #bitacuentos
Scalpers retweeted
Awesome day, @satyanadella!
Windows sparked a platform shift that created a new industry for NVIDIA. Then we invented programmable shading GPUs for DirectX, which led to CUDA.
Then we partnered to bring GPU supercomputers to Azure, which helped OpenAI train GPT. That collaboration inspired us to reinvent Windows for the age of personal agents.
4 years. Thousands of engineering years between us.
So proud of what we built together.
Great to partner with NVIDIA as we kick off this next chapter for Windows.
Thank you @JensenHuang and @sriramk for joining us today!
Scalpers retweeted
Today marks a new chapter for Windows, as we bring unmetered intelligence to every desk and every home, and make every PC a place where agents can work securely on your behalf.
Some highlights of what we announced:
• MAI-Code-1.1 Flash: 137B parameter coding model w/ 256K context window, which is now optimized to run on your PC!
• GitHub Copilot now hands off work to local models like MAI-Code-1.1 Flash, helping projects cost a lot less without sacrificing quality.
• With Hybrid Intelligence, Copilot can now take action directly on the PC and keep sensitive work on your device.
• And with Code in Copilot, you can essentially build any software you need on your desktop, without any cloud token spend, and it’s just super at it. You’re no longer limited to what’s in an app store! Your PC becomes an infinite software factory.
• Security is foundational to all this, which is why we are also bringing together Windows and Agent 365 so agents can work within secure boundaries on-device, including MXC a local sandbox for agent execution. Windows becomes your secure agent box!
• All this comes to life on a new generation of devices, like Surface Laptop Ultra, powered by NVIDIA RTX Spark.
Can’t wait to see what you build with all this.
Scalpers retweeted
$META Muse is reportedly coming to Windows adding the PC to phones, web, WhatsApp and soon glasses as Meta keeps extending the same agent across every surface people use.
The more surfaces Muse reaches the more context it can carry with you while $MSFT letting it sit beside Copilot shows Windows is becoming neutral ground for competing agents.
September 2026 was the month the $META narrative flipped from “behind in AI” to “consumer AI winner.”
In just a few weeks Meta launched Muse, took it to No. 1 on the App Store, added 15 small business connectors, launched an enterprise platform under CJ Desai, brought Muse to glasses and opened it to custom hardware.
