u/BroccoliNatural3351

whats your take guys

Recent reports show a pattern at big tech companies: AI token use is being tracked on dashboards and tied to performance reviews. In a tight job market, this has pushed some employees to rack up extreme numbers that don't line up with actual output.

Key examples from Fortune, Business Insider and other coverage:

• Meta (META) had internal leaderboards for token usage. One engineer hit 281 billion tokens in a single month. Jellyfish data puts the average AI-using developer at around 50 million tokens per month and the top decile at 380 million. That's 5,000x the median in the extreme case.
• Disney (DIS) tracked staff usage and saw product and tech teams burn 3.1 billion Claude tokens plus 13.3 billion Cursor tokens in just nine workdays. One user made over 460,000 Claude calls in that period, more than one per second if you assume normal hours.
• Google (GOOGL) made AI usage part of performance reviews and set quotas for some sales teams. Microsoft (MSFT) sent an internal note that "using AI is no longer optional" and told managers to factor tool usage into evaluations.

Jellyfish looked at 12,000 developers across 200 companies. The highest-token users generated roughly 10x the tokens for only about 2x the throughput (measured by pull requests). Much of the extra volume appears low-value or even automated to game the metrics.

Most of this usage was heavily subsidized while the AI companies fought for market share. Copilot, Cursor and Claude are now shifting to usage-based billing with tighter limits. Once the free or cheap period ends and the pressure to hit arbitrary targets eases, a chunk of this demand could disappear.

The waste estimate from one analysis puts the top 10% alone at roughly $6 billion a year at $1 per million tokens (conservative, since some outliers are far higher). This is inference demand that feeds into the capex plans at the big cloud and chip players.

For stocks this matters because Nvidia (NVDA) sells the GPUs, while Microsoft, Google (GOOGL) and Amazon (AMZN) both consume and sell the AI capacity. If a meaningful slice of today's usage numbers is metric-chasing rather than genuine work, the growth assumptions baked into a lot of AI valuations could prove optimistic in the next couple of years.

Not claiming the whole AI buildout is fake, plenty of real use cases exist. But the current data has noise from this behavior.

Curious what the group thinks.

link

Trump and Russia’s Finance Minister said UAE leaving OPEC could push oil prices down.
Sounds simple, right? More supply, price should drop. But price didn’t really act like that at first. So for me, it’s not that clear. Feels like the market is still not sure what to do and people are just adjusting positions.

After Friday, Brent pulled back near the $108 area. On higher timeframe it still looks bullish, just a bit stretched. But on lower timeframe, the way price is moving already looks weakSo I’m not picking a side blindly. I split my plan.

Short (scalp for today):
Price already lost strength around $110.50. If it goes back up to $110.80–$111.20, I’ll wait a bit and see if it struggles there, then I’ll take a short.

Target is around $107.80
For these trades, I keep it small. These are quick in and out. I usually use something like $20 to $50 per trade and go with high leverage on Bitget CFD. I’ve gone up to 500x, but since the amount is small, it never got out of control for me. I don’t just jump in. I look at the chart, levels, and try to make sure it makes sense before I enter.

Long (for the bigger move):
I’m not buying here. I want price to first drop into $107.50–$107.80, take those lows, and then show some strength going up again.If that happens,

I’ll look for moves toward $115, maybe higher if it keeps going.
For this one, I’ll keep leverage lower, around 25x. So if I use around $20, with 25x leverage, that’s about a $500 position.If price goes up around $2, that could give something like $8 to $12 profit, depending on entry and spread. Not crazy, but this is more stable compared to fast scalps.

So yeah, simple plan:, Short is just a quick play for today. Long is the bigger move, but only after price takes the lows first.
And one more thing, everyone is using their own money here. Some go small, some go big. That’s personal. No point judging that...

However if you have high risk appetite Bitget is the place for you to go because not many exchanges offer up to 500X leverage and personally I've been using it for more than a few months and I never found any aspect to complain about