CompoundCap @CompoundCap

Joined August 2015

Tweets

250
Followers

3K
Following

2K
Likes

5K

CompoundCap @CompoundCap

6 years ago

@moseskagan NYC REIT, listing next week

CompoundCap @CompoundCap

6 years ago

@RandolphDuke7 JPM AM data consistently says historical RE (core) premium of 200-300bps

CompoundCap @CompoundCap

6 years ago

@LSValue and $MAR

CompoundCap @CompoundCap

6 years ago

@BluegrassCap 👍

CompoundCap @CompoundCap

6 years ago

@lockedupcap Or Altarock.. CHTR+TDG > 50% of portfolio

CompoundCap @CompoundCap

7 years ago

@HillfieldCap @BluegrassCap CHD added into Sustainable Equity Fund. Smithson just small/mid cap names.

CompoundCap @CompoundCap

7 years ago

“CoStar, a publicly traded company with a market value of more than $21B, will add STR's 30-year trove of confidential hotel information to its dominantly positioned commercial real estate data empire.” bisnow.com/national/news/…

CompoundCap @CompoundCap

7 years ago

@BluegrassCap @colemanrhawkins And added BF/B in its place

CompoundCap @CompoundCap

7 years ago

@BluegrassCap @FullySynergized Forgot to add Wedgewood and Mawer as well

CompoundCap @CompoundCap

7 years ago

@BluegrassCap @FullySynergized As did AKO Capital

CompoundCap @CompoundCap

7 years ago

@BluegrassCap @wvonm Great list. Note: Colo owned by BLS in their Danish port, so could be 2 (Fundsmith). Also, Simcorp in BLS and Smithson.

CompoundCap @CompoundCap

7 years ago

“Given its dominance in search, hotels and online travel agencies are on another planet if they are not feeling wary.”

Skift @skift

7 years ago

New Google Flights and Hotels Features Strengthen Its Booking Proposition skift.com/2019/03/11/new…

Bluegrass Capital @BluegrassCap

7 years ago

Im looking for a job at either a family office or an investment fund. Most interested in team, culture, learning, mentorship; less interested in title, money. Resume pictured. Appreciate your help connecting me with the right group. #retweet

BluegrassCap tweet picture

CompoundCap @CompoundCap

7 years ago

Moody's Launches CRE Data Network As Potential Competitor To CoStar $MCO $CSGP bisnow.com/national/news/…

CompoundCap @CompoundCap

7 years ago

Interest in orthopedic robotics continues to grow $SYK $ZBH

CompoundCap tweet picture

CompoundCap @CompoundCap

7 years ago

Kone SWOT Analysis via MS

CompoundCap tweet picture

CompoundCap @CompoundCap

8 years ago

Here Comes Canada: Brookfield Says It's The New No. 1 Office Owner In NYC $BAM bisnow.com/new-york/news/…

CompoundCap @CompoundCap

8 years ago

Sources of Growth...

CompoundCap tweet picture

CompoundCap @CompoundCap

8 years ago

Sources of High Returns...

CompoundCap tweet picture

CompoundCap @CompoundCap

8 years ago

Fundsmith's small-mid cap watch list (via Smithson Investment Trust)...

CompoundCap tweet picture

Not selling anything.
Not investment advice.
Personal but public journal.
Arguing with you to spare my family.
DM mutual to unblock.
Canadian Propaganda

Jerry Capital @JerryCap

58K Followers 611 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda

I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection.

https://t.co/NuC25VaSff

modest proposal @modestproposal1

123K Followers 861 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff

Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U

Gavin Baker @GavinSBaker

248K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U

OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu66YG (free 1x/week, podcast, 29,000+ subscribers)

Liberty 💚🥃 @LibertyRPF

31K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu66YG (free 1x/week, podcast, 29,000+ subscribers)

on the way home

Frederik Gieschen @FrederikNeckar

100K Followers 1K Following on the way home

Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.

Pythia Cap: Partially... @PythiaR

70K Followers 993 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.

Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..

Mike @NonGaap

37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..

prefshares @PrefShares

16K Followers 2K Following Curious.

Founder of TSOH Investment Research

Author of

Alex Morris (TSOH Inv... @TSOH_Investing

65K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn

Shortsighted Capital @ShortSightedCap

32K Followers 2K Following I pick stocks.

“Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.” Bueller, Ferris

Bill Brewster @BillBrewsterTBB

52K Followers 2K Following “Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.” Bueller, Ferris

Founder, Portfolio Manager: Saber Capital Management
Notes: https://t.co/zKmpHEptJX
Disclaimer: https://t.co/XtUW1FHumg

John Huber @JohnHuber72

49K Followers 1K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg

No politics, sports or social tweets.
Just investing.
Tweets are not investment advice.

Trevor Scott @TidefallCapital

40K Followers 1K Following No politics, sports or social tweets. Just investing. Tweets are not investment advice.

CIO of Praetorian Capital. Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. Opinions/not investment advice.

Kuppy @hkuppy

178K Followers 2K Following CIO of Praetorian Capital. Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. Opinions/not investment advice.

Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANw

Marcelo P. Lima @MarceloLima

30K Followers 4K Following Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANw

whatever you are be a good one

pb @LennyIce

8K Followers 3K Following whatever you are be a good one

I like being a dad, stocks, leverage, nicotine, hotels, and Coca-Cola. I work in wealth management/family office services. Personal thoughts, not advice.

J.D. Banker @DadInvest

23K Followers 4K Following I like being a dad, stocks, leverage, nicotine, hotels, and Coca-Cola. I work in wealth management/family office services. Personal thoughts, not advice.

Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.

Andrew Kuhn @FocusedCompound

47K Followers 2K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.

-In an age of universal deceit, telling the truth is a revolutionary act--------------You should assume I have a position in any stock I tweet about

Donut Shorts @DonutShorts

38K Followers 1K Following -In an age of universal deceit, telling the truth is a revolutionary act--------------You should assume I have a position in any stock I tweet about

crossdefault @crossdefault

10K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.

President @RapidanEnergy, Crude Volatility author, 🥁
in DC bands Sound Policy & Pink
Noise, former White House NEC/NSC Spec Asst/Sr Dir, RT ≠ Endorse

Bob McNally @BobMcNallyr

639 Followers 7K Following President @RapidanEnergy, Crude Volatility author, 🥁 in DC bands Sound Policy & Pink Noise, former White House NEC/NSC Spec Asst/Sr Dir, RT ≠ Endorse

I play the game of probability where risk management plays the key role

Mr Chart Norris @khoIov23

64 Followers 2K Following I play the game of probability where risk management plays the key role "not a financial advisor

I do what I probably won't be ashamed of

gemchanger @tasya_tonny

48 Followers 588 Following I do what I probably won't be ashamed of

when you're here, you're family. this is a burner, bruh, not investment advice.

Olive Garden Capital @olivegardencap

38 Followers 902 Following when you're here, you're family. this is a burner, bruh, not investment advice.

Victor Butler WqsXBbh... @wqsxbbhp58873

1 Followers 243 Following

The first rule of investing is to not take yourself too seriously, and actually have fun.

Kairos @KairosPraxis

5K Followers 435 Following The first rule of investing is to not take yourself too seriously, and actually have fun.

CelesteJacob @y6UY4qas2IJm63x

142 Followers 6K Following

market participant

Friedrich @un_speculatore

34 Followers 2K Following market participant

10+ Year Options Trader | Creator of BT Cloud on TradingView | Not a Financial Advisor

_ Chris @itsCblaastt

56 Followers 3K Following 10+ Year Options Trader | Creator of BT Cloud on TradingView | Not a Financial Advisor

You don’t have to be perfect to be amazing.

Louisa @kA36p9F86PdBP7

53 Followers 979 Following You don’t have to be perfect to be amazing.

FayWillard @a41W344n9LgK49

55 Followers 962 Following

Hannah @EmanuelFee84251

201 Followers 7K Following

raton caza @jorgelcazaresg

15 Followers 181 Following

Digital Marketer | Content Strategist | Coffee Enthusiast✨

Whuiagnea @Whuiagnea09390

10 Followers 1K Following Digital Marketer | Content Strategist | Coffee Enthusiast✨

Hannelore @NikolausVe7193

210 Followers 7K Following

Paul Davis @PaulDavis64929

12 Followers 377 Following

Bloom where you are planted.

Juliette @2L3NQlLHK08xoL

53 Followers 1K Following Bloom where you are planted.

Health, London & Finance. In that order.

LeanOnEquity @leantoequity

52 Followers 510 Following Health, London & Finance. In that order.

Manifesting my best life ✨

Rebekah @2QBxLCao06Qmap3

36 Followers 1K Following Manifesting my best life ✨

【完全無料】 25年の株式投資プロチーム（運用資産500億円以上）が提供：毎日の市場分析レポート＋優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。

老後が楽しみに... @Yfwalma13842

47 Followers 2K Following 【完全無料】 25年の株式投資プロチーム（運用資産500億円以上）が提供：毎日の市場分析レポート＋優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。

Merlin, the Wiz, lunar trader, the maker of money, the market philosopher, wiztwit

Merlin Capital @_merlinscapital

49 Followers 2K Following Merlin, the Wiz, lunar trader, the maker of money, the market philosopher, wiztwit

【完全無料】 25年の株式投資プロチーム（運用資産500億円以上）が提供：毎日の市場分析レポート＋優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。

押し目買いのタ... @Catir7990182

43 Followers 2K Following 【完全無料】 25年の株式投資プロチーム（運用資産500億円以上）が提供：毎日の市場分析レポート＋優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。

Andi ZLD @AndiZld

68 Followers 2K Following

Yqeeoocal @Yqeeoocal238

28 Followers 421 Following

Rhorqak @Rhorqak43729

36 Followers 1K Following

parent, developer

Destinee Fritsch @DestineeFr42571

23 Followers 382 Following parent, developer

HC Capital @capital_holds

7K Followers 3K Following

Futures algo trader. I develop and run algorithmic
strategies and automate them in TradeStation.
Their results:https://t.co/f5MasTRP3X

Yyuriy Matsso @Yyurriymat

103 Followers 4K Following Futures algo trader. I develop and run algorithmic strategies and automate them in TradeStation. Their results:https://t.co/f5MasTRP3X

crimsonpomelo @crimsonpomelo

0 Followers 975 Following

bill lee @billlee35760265

1 Followers 809 Following

Tarveigh @Tarveigh_7TvnR

12 Followers 617 Following

Equity analyst tweeting mostly about high quality companies

BCap21 @b_cap21

4K Followers 972 Following Equity analyst tweeting mostly about high quality companies

Charlatan Capital @CharlatanCaptl

45 Followers 1K Following

Private investor. Opinions expressed here are not recommendations or advice. Do your own research.

Divergent Capital @Divergent7651

5K Followers 3K Following Private investor. Opinions expressed here are not recommendations or advice. Do your own research.

Crypto Trader | Invester | VLSI

Trader Oberoi @nitcryptoboy

139 Followers 450 Following Crypto Trader | Invester | VLSI

Hugo Stack @HugoStack

2 Followers 62 Following

take a simple idea and take it seriously https://t.co/jW5Je7vIHW

J G @graft_john

126 Followers 819 Following take a simple idea and take it seriously https://t.co/jW5Je7vIHW

Always trying to build happiness with better future.
Optimist, Believer. Charting, Trend Analysis is all you need.

Colby Payne @colby_trader

210 Followers 2K Following Always trying to build happiness with better future. Optimist, Believer. Charting, Trend Analysis is all you need.

Allen Nelson @AllenNelso39041

35 Followers 637 Following The link on my profile will take you to a lucrative platform where you can earn daily. This is the best project I ever came across in my entire life. Wow!

Fernandez Jacqui @FernandezJ25223

53 Followers 753 Following The link on my profile will take you to a lucrative platform where you can earn daily. This is the best project I ever came across in my entire life. Wow!

like Commercial Real Estate

Real Estate Ranger @EstateRanger01

55 Followers 2K Following like Commercial Real Estate

Founder/CEO Skyline Standard

Phil Bak @philbak1

30K Followers 5K Following Founder/CEO Skyline Standard

Only private elite here‼️ I will mainly talk about crypto ,price action analysis etc. ONLY FOR A FEW PEOPLE 🎯Main account: @GavinSBaker

Gavin Baker PRIVATE @GavinSBaker_prv

71 Followers 358 Following Only private elite here‼️ I will mainly talk about crypto ,price action analysis etc. ONLY FOR A FEW PEOPLE 🎯Main account: @GavinSBaker

Product Manager at Yahoo Finance

Nathan Worden @NathanWorden

2K Followers 2K Following Product Manager at Yahoo Finance

Bill Williams @wfwmgmt

341 Followers 1K Following

Altcoins 💎s Hunter🏹. Crypto Investor and a trader.#BTC #SHIB #NFT🔥 #BoJack_MeMe #Doge

Analeigh👄 @jebo3699ipf

11 Followers 232 Following Altcoins 💎s Hunter🏹. Crypto Investor and a trader.#BTC #SHIB #NFT🔥 #BoJack_MeMe #Doge

Sharing stories about high performers and timeless strategies to help you perform at your best. Ex engineer. Markets.

The Long Game @thelong_game

887 Followers 946 Following Sharing stories about high performers and timeless strategies to help you perform at your best. Ex engineer. Markets.

#French #Designer & #Manufacturer of ruggedized passive #components and precision subsystems focusing on highly demanding end-markets, applications & functions

Exxelia @Exxelia

2K Followers 3K Following #French #Designer & #Manufacturer of ruggedized passive #components and precision subsystems focusing on highly demanding end-markets, applications & functions

generalist equity analyst

Bebop Cap @bebop_cap

229 Followers 1K Following generalist equity analyst

building @tryPortola | prev: ABS @PIMCO, Math & Econ @Cal

Sebastian Marshall @marshallsebas

441 Followers 2K Following building @tryPortola | prev: ABS @PIMCO, Math & Econ @Cal

Not selling anything.
Not investment advice.
Personal but public journal.
Arguing with you to spare my family.
DM mutual to unblock.
Canadian Propaganda

Jerry Capital @JerryCap

58K Followers 611 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda

I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection.

https://t.co/NuC25VaSff

modest proposal @modestproposal1

123K Followers 861 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff

Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U

Gavin Baker @GavinSBaker

248K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U

No affiliation, advice or recommendations

WTCM @WTCM3

14K Followers 519 Following No affiliation, advice or recommendations

Tweeting about tech and gabagool

BuccoCapital Bloke @buccocapital

182K Followers 1K Following Tweeting about tech and gabagool

OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu66YG (free 1x/week, podcast, 29,000+ subscribers)

Liberty 💚🥃 @LibertyRPF

31K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu66YG (free 1x/week, podcast, 29,000+ subscribers)

on the way home

Frederik Gieschen @FrederikNeckar

100K Followers 1K Following on the way home

Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.

Pythia Cap: Partially... @PythiaR

70K Followers 993 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.

Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..

Mike @NonGaap

37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..

prefshares @PrefShares

16K Followers 2K Following Curious.

Founder of TSOH Investment Research

Author of

Alex Morris (TSOH Inv... @TSOH_Investing

65K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn

building @psumvc @colossusmag hosting @investlikebest

Patrick OShaughnessy @patrick_oshag

340K Followers 2K Following building @psumvc @colossusmag hosting @investlikebest

Shortsighted Capital @ShortSightedCap

32K Followers 2K Following I pick stocks.

VSG @ValueStockGeek

84K Followers 3K Following DIY Investor.

Investor in public and private equity and credit securities. Sometime purveyor of dad humor.

Daniel S. Loeb @DanielSLoeb1

176K Followers 2K Following Investor in public and private equity and credit securities. Sometime purveyor of dad humor.

Founder, Portfolio Manager: Saber Capital Management
Notes: https://t.co/zKmpHEptJX
Disclaimer: https://t.co/XtUW1FHumg

John Huber @JohnHuber72

49K Followers 1K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg

personal blog - https://t.co/opFKbVw6vH

Ray @heartof_thesea

7K Followers 777 Following personal blog - https://t.co/opFKbVw6vH

No politics, sports or social tweets.
Just investing.
Tweets are not investment advice.

Trevor Scott @TidefallCapital

40K Followers 1K Following No politics, sports or social tweets. Just investing. Tweets are not investment advice.

Guess you lose some and win some long as the outcome is income | Thinkfluencer, @substack

Terminal Value🧃 @valueterminal

26K Followers 3K Following Guess you lose some and win some long as the outcome is income | Thinkfluencer, @substack

Buck @BucknSF

30K Followers 490 Following Slanging bits

founder CEO @precigenetic. Scuba diver, engineer, biologist. interested in things that lie deep. // prev. Penn comp bio + Penn Med (cells n epigenomics)

Parmita Mishra @parmita

38K Followers 5K Following founder CEO @precigenetic. Scuba diver, engineer, biologist. interested in things that lie deep. // prev. Penn comp bio + Penn Med (cells n epigenomics)

Photographer, Artist, Teacher | Toronto | @light_artists Team | https://t.co/v35r96SaBI | Sothebys’s

Michael Sidofsky @mindzeye

54K Followers 4K Following Photographer, Artist, Teacher | Toronto | @light_artists Team | https://t.co/v35r96SaBI | Sothebys’s

Not Investment Advice

Follow for global equities updates

#globalequity #stockinsight

Head @exencial_RP

Kruti Shah @_ShahKruti

3K Followers 1 Following Not Investment Advice Follow for global equities updates #globalequity #stockinsight Head @exencial_RP

Founding Partner @Delphi_Ventures | Co-Founder @Delphi_Digital | Host @PodcastDelphi | My Opinions

Tommy @Shaughnessy119

68K Followers 4K Following Founding Partner @Delphi_Ventures | Co-Founder @Delphi_Digital | Host @PodcastDelphi | My Opinions

Artist. Author. Recovery Advocate.

Hunter Biden @HunterBiden

732K Followers 0 Following Artist. Author. Recovery Advocate.

Analyst @creativestrat | Analyst and Market Research Firm | Typo ignorer
Email: max@creativestrategies.com

Max Weinbach @mweinbach

294K Followers 8K Following Analyst @creativestrat | Analyst and Market Research Firm | Typo ignorer Email: [email protected]

non member of non technical staff. growth fundamentalist, occasional writer, part time shitposter.

Abril @abrilzucchi

51K Followers 3K Following non member of non technical staff. growth fundamentalist, occasional writer, part time shitposter.

Co-Founder & CDO at CoreWeave. Former prop commodity trader.

brannin mcbee @branninmcbee

1K Followers 123 Following Co-Founder & CDO at CoreWeave. Former prop commodity trader.

Rich to poor people, poor AF to rich people, shit-poster, $IREN, Bitcoin, stonks

Marbles @marblesats

1K Followers 245 Following Rich to poor people, poor AF to rich people, shit-poster, $IREN, Bitcoin, stonks

just a foid at the frontier

qt cache🪷 @frontier_foid

2K Followers 134 Following just a foid at the frontier

Ex-IB. Ex-startup founder, $100M+ exit. Former Special Operator. Defense tech, AI infra, Space, BTC, public market asymmetry.

The Chairman's Ledger @ChairmansLedger

19K Followers 91 Following Ex-IB. Ex-startup founder, $100M+ exit. Former Special Operator. Defense tech, AI infra, Space, BTC, public market asymmetry.

Amy H @amyharneyx

426 Followers 100 Following @slashapp

Man’s search for value

nr98 @acidinvestments

4K Followers 615 Following Man’s search for value

10yr+ Fundamental L/S TMT & Consumer Investor. Portfolio Manager & professional vibe trader. Level 900 CFA up to no good.

Kent Clarke Capital @Kente_Clarke

520 Followers 527 Following 10yr+ Fundamental L/S TMT & Consumer Investor. Portfolio Manager & professional vibe trader. Level 900 CFA up to no good.

Senior PCB Industry analyst in Taiwan.
Our team offers unmatched expertise in executing deep-dive, fundamental analysis of the global PCB supply chain.

kokycpcb @pcbanalysis

6K Followers 78 Following Senior PCB Industry analyst in Taiwan. Our team offers unmatched expertise in executing deep-dive, fundamental analysis of the global PCB supply chain.

monitoring the situation

RJC @RJCcapital

37K Followers 493 Following monitoring the situation

Author of The Owner's Memo

Tim Isgro @TimIsgro

760 Followers 185 Following Author of The Owner's Memo

Entrepreneur & Investor

Elad Gil @eladgil

417K Followers 2K Following Entrepreneur & Investor

I write about the boring stuff behind AI.
Power, cooling, optics, networking, semis and data centers.
Building the 500k to 10m portfolio in public.

JP Insights @Aktiehedonist

20K Followers 181 Following I write about the boring stuff behind AI. Power, cooling, optics, networking, semis and data centers. Building the 500k to 10m portfolio in public.

The world's fastest AI inference and training.
Try the latest open models at: https://t.co/jREGhLI2nj

Cerebras @cerebras

56K Followers 260 Following The world's fastest AI inference and training. Try the latest open models at: https://t.co/jREGhLI2nj

Investing into the AI buildout ⚡️
Head of AI | Product Manager 10+ years
DD and full thesis in https://t.co/B9oMWxJ4m6
NFA

Ren @ren_stocks

36K Followers 92 Following Investing into the AI buildout ⚡️ Head of AI | Product Manager 10+ years DD and full thesis in https://t.co/B9oMWxJ4m6 NFA

Innovation Disruption Dislocation | Unboxed & Unhinged |
EVs. Tech. Semis. ADAS | Un-doctoring The Spin |
🚫 💰 Advice | Opinions mine

Mojo @Mojo_flyin

4K Followers 804 Following Innovation Disruption Dislocation | Unboxed & Unhinged | EVs. Tech. Semis. ADAS | Un-doctoring The Spin | 🚫 💰 Advice | Opinions mine

The data visualization layer for the semiconductor market.

Regarding Semi @regardingsemi

39K Followers 506 Following The data visualization layer for the semiconductor market.

High-growth companies: DC infrastructure, Memory, Semiconductors, AI.
BBA | Product Manager | Video Games Industry

Writing on Substack ↓

TheBigBerbowski @TheBigBerbowski

10K Followers 835 Following High-growth companies: DC infrastructure, Memory, Semiconductors, AI. BBA | Product Manager | Video Games Industry Writing on Substack ↓

Founder @ McDuck Enterprises, Adventure Capitalist, Pince-nez glasses and spats aficionado. 95% Intraday Speculator.

Scrooge McDuck @ScroogeCap

4K Followers 439 Following Founder @ McDuck Enterprises, Adventure Capitalist, Pince-nez glasses and spats aficionado. 95% Intraday Speculator.

I write about genetics, 'metrics, and demographics.

Read my long-form writing at https://t.co/8hgA4nNS2A.

Crémieux @cremieuxrecueil

313K Followers 2K Following I write about genetics, 'metrics, and demographics. Read my long-form writing at https://t.co/8hgA4nNS2A.

Nobody asks about your external rate of return

Boring_Business @BoringBiz_

192K Followers 1K Following Nobody asks about your external rate of return

Co-founder & CEO of @Starcloud_ - Building data centers in space.

Philip Johnston @PhilipJohnston

25K Followers 772 Following Co-founder & CEO of @Starcloud_ - Building data centers in space.

70% Index/20% RE/10% Memes.
100% convinced shorts never closed.

Economic forecast:
CRE is toast. Sustainable war is the future. God Bless the Printer.

Generic Working Class... @GenericPlebeian

608 Followers 107 Following 70% Index/20% RE/10% Memes. 100% convinced shorts never closed. Economic forecast: CRE is toast. Sustainable war is the future. God Bless the Printer.

@factorialfunds

solbier @solbier1

804 Followers 1K Following @factorialfunds

A generational leap in AI inference performance

Fractile @fractile_ai

2K Followers 0 Following A generational leap in AI inference performance

Update in Progress | Fellow @boydinst

Michael Guimarin @MichaelGuimarin

23K Followers 462 Following Update in Progress | Fellow @boydinst

Singapore's #1 trader now on X.

My posts and replies are NOT financial advice - I’m a trader, not a licensed advisor.

AskLivermore @asklivermore

130K Followers 118 Following Singapore's #1 trader now on X. My posts and replies are NOT financial advice - I’m a trader, not a licensed advisor.

Price Theory. Co-Chair, Abaxx Markets. Formerly Goldman, currently Director at Aleph, Borr, Energy Aspects, iPulse and Advisor at Carlyle, U Chicago EPIC.

Jeffrey Currie 🆔++ @CommodMkt

71K Followers 149 Following Price Theory. Co-Chair, Abaxx Markets. Formerly Goldman, currently Director at Aleph, Borr, Energy Aspects, iPulse and Advisor at Carlyle, U Chicago EPIC.

Electronics Engineer.
Prev @Tesla (Optimus).
Former @USMC Scout Sniper.
Website: https://t.co/Jp281sNdo0

Zack's Lab @zackslab

7K Followers 257 Following Electronics Engineer. Prev @Tesla (Optimus). Former @USMC Scout Sniper. Website: https://t.co/Jp281sNdo0

Investor | Options Trader | Banking | ex-Consulting | Semiconductor Enthusiast | Early $INTC 🐂 | Owner of 2 $TSLA Optimus Action Figures | Not Financial Advice

ImNotHarsh | 📈💸 @imnotharsh

5K Followers 623 Following Investor | Options Trader | Banking | ex-Consulting | Semiconductor Enthusiast | Early $INTC 🐂 | Owner of 2 $TSLA Optimus Action Figures | Not Financial Advice

Singularity is nearer STILL.

Perelman @Eric26573545571

52 Followers 105 Following Singularity is nearer STILL.

osint, gpus, data, markets, humanoids & the infonami of everything else. nothing is financial, or epistemological, advice.

Ojas Shukla @synthpolis

483 Followers 236 Following osint, gpus, data, markets, humanoids & the infonami of everything else. nothing is financial, or epistemological, advice.

Finance Tech Enthusiast Obsessed with Semiconductors and AI Infrastructure

Patrick Doyle @Pat_D_Doyle

14 Followers 30 Following Finance Tech Enthusiast Obsessed with Semiconductors and AI Infrastructure

Nerd processing the world. ex-MS/GS tech, co-ran a fund. Got tired of company I kept. Spent time at an AI co. Looking for la dolce vita. NOT FINANCIAL ADVICE.

Sorian @sorianmaran

344 Followers 388 Following Nerd processing the world. ex-MS/GS tech, co-ran a fund. Got tired of company I kept. Spent time at an AI co. Looking for la dolce vita. NOT FINANCIAL ADVICE.

Co-founder @Etched

Chris Zhu @czhu1729

635 Followers 112 Following Co-founder @Etched

investor @conviction, prev. macro & AI @bridgewater

Bella @igarciacamargo

3K Followers 2K Following investor @conviction, prev. macro & AI @bridgewater

Startups, AGI prep, emotions, walkability.

Interviewed: @tylercowen, @jeremyphoward, +more.

I read DMs.

Highlights: https://t.co/EgqEFGu40p

Chris Barber @chrisbarber

12K Followers 1K Following Startups, AGI prep, emotions, walkability. Interviewed: @tylercowen, @jeremyphoward, +more. I read DMs. Highlights: https://t.co/EgqEFGu40p

Private investor. Former PM. Former Head of FX Vol at CS, GS. Mathematician “Science is the belief in the ignorance of experts

LBM_LXXVIII @MF_Camillus

2K Followers 1K Following Private investor. Former PM. Former Head of FX Vol at CS, GS. Mathematician “Science is the belief in the ignorance of experts" - Feynman

Founding Partner & CEO @Gavekal

Louis-Vincent Gave @gave_vincent

42K Followers 589 Following Founding Partner & CEO @Gavekal

Author, photographer, and observer of small wonders—sharing art, visual stories, and glimpses of beauty as I find them.

Lindsay Ripplinger @songbirdpublish

2K Followers 952 Following Author, photographer, and observer of small wonders—sharing art, visual stories, and glimpses of beauty as I find them.

Nec temere, nec timide. 🇳🇱🇪🇺🇨🇳欢迎大家咨询Jeff的波动率交易课程。欢迎大家加入最好的Crypto期权社区 https://t.co/6KiSnxdg4b

Manchurius Hao — Gr... @AntonLaVay

30K Followers 933 Following Nec temere, nec timide. 🇳🇱🇪🇺🇨🇳欢迎大家咨询Jeff的波动率交易课程。欢迎大家加入最好的Crypto期权社区 https://t.co/6KiSnxdg4b

The largest and most refreshed Wall Street Compensation Database. Sign up for free today:

Buyside Hub @Buyside_Hub

8K Followers 57 Following The largest and most refreshed Wall Street Compensation Database. Sign up for free today:

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

Dan Nystedt @dnystedt

51K Followers 1K Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

Roundhill Investments offers innovative ETFs designed for today’s investors.

Roundhill Investments @roundhill

42K Followers 141 Following Roundhill Investments offers innovative ETFs designed for today’s investors.

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