Elly Kingdom @Ellkd_
I'm all about the intersection of technology and the capital markets github.com/elkd Earth Joined September 2012-
Tweets47
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Followers63
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Following198
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Likes2K
@4ndyXu Well, for a long time, @gmail yes @Google's product not Amtrak, wouldn't let me add a recovery email because the email handle has 2 characters (3 char min). Like [email protected] won't work! Never even bothered to report it.
I am aggressively adding my $BE & $AMZN positions. I am also opening new smaller positions on $FCEL $SOLS & $QCOM
Risk/reward seems attractive again. Lots of cheap stocks with durable competitive advantages that are going to crush numbers for the next 6-12 quarters. Time will tell!
@Larryjamieson_ I opened an account with them, referred a friend and got like 2k of their stock in the lows of 2023. Watched it go up and up then paper handed 🥲
I'm still very bullish on Semtech and Nokia; these 2 positions went parabolic over the last 4 months. Semtech is still pricey, but Nokia looks attractive here. Their ICE-D DSPs & AI-RAN will surprise the market by year-end. I'm buying more $NOK leaps ahead of earnings
Markets reacting to Trump posts is like kids playing games; the outcome is obvious, except you make or lose money, a lot. It’ll pass, so I’m rebalancing. I sold my losing $MBLY position. This week I'm buying lots of $NOK & $SMTC leaps DD: AI AI AI
@SemiAnalysis_ Bro, this is Capital One. They have been doing LLMs before even Anthropic existed. Eno launched in 2017 & yes it wasn't LLMs but they were in the frontier of NLP then. They have one of the best teams, a lot of heavily regulated data and the money to do it.
@negligible_cap The plan? or rather the strategy? Anon, do you think this strategy is micro? Uh?
@MoodyWriter13 Russia could have been an AI superpower. They had everything: talent, cheap energy, companies with massive data infra. The race could have been US vs China vs Russia. But the fuckers are stuck iterating their Lancets/V2U to blow 2 more Ukrainians per day😭
The Invisible Ledger: War, Investing, and the True Cost of Opportunity In the grand arc of this conflict, Russia now occupies the position Nazi Germany held in 1944. Its military and economic defeat is becoming clearly visible on the horizon, as the country’s industrial
@jukan05 Famous last words: "Management would take care of its people" 🤣
@Midnight_Captl @Larryjamieson_ Why post my DMs on public without my permission?? 🤭🤭
@lochan_twt Folks focus on SO toxicity, but it was just strangers helping strangers for free. I’m grateful, I remember a few usernames; Alex Martelli, Martijn & Preston PHX. Back then PayPal’s docs were such a mess. Without Preston’s answers there was no way your PayPal SDK/API code worked.
A great day for Hungarians, Europe, and all who respect democracy and the rule of law. Magyar now carries that blessed burden of the people's will.
Prime Minister Viktor Orbán has just called to congratulate us on our victory.
My Quantollah's strategy works wonders, Lisan al-Gaib 100x!!
Heads-up: Pre-market so-called “news” or “Truth” is often just a setup for profit-taking. Basically, it’s a reverse indicator. Do the opposite: If they pump it, short it. If they dump it, go long. See something tomorrow? You know the drill.
I have always found people who degross out of a position of weakness to be feeble + weak (relative to degrossing when you make too much too quickly which I think is fair). The OG Citadel model was to gross up into pain and die on the hill, dunno when the average PM became a wimp
Markets reacting to Trump posts is like kids playing games; the outcome is obvious, except you make or lose money, a lot. It’ll pass, so I’m rebalancing. I sold my losing $MBLY position. This week I'm buying lots of $NOK & $SMTC leaps DD: AI AI AI
@insane_analyst Your dataflow draft was way better than many "published-grade" sell-side commentary and paid Substacks. I mean thank you🫡
@chipstrat @insane_analyst You tweeted this yday, I'm curious why haven't you reopened Avgo position on your Webull account?
@fabknowledge Thank you Doug for calling Intel board's bullshit in 2024. This guy should have been gone long ago.
@Positivenga1 @Positivenga1 naona umeamua kuwapa na TRA mifano hai on how to increase revenue collections. Haya ngoja na sisi twende shamba tukalime tu sasa 😂
The talent level at hedge funds is so far above the talent at VC funds. when they interact it's like watching a human speak to a gaboon
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投資判断の根拠 @Rhirago216774
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