Marcial Messmer @EquityQuant

Co-Founder @ mu Capital Management | We deliver data-driven equity solutions powered by ML and finance theory. Pythonista, golfer and golf course photographer mucm.ch Zurich, Switzerland Joined January 2024

Tweets

424
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242
Following

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311

Marcial Messmer @EquityQuant

2 days ago

@ptuomov I am sure before the market opens on Monday, they will be close to reaching a deal.

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Marcial Messmer @EquityQuant

a week ago

@stevehou @SPGlobal 💯@SPGlobal congrats - well done

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Marcial Messmer @EquityQuant

2 weeks ago

@GestaltU I haven't seen any substantial improvements in the software I use on a daily basis. I'm wondering what all these tokens are being spent on. My daily work is more productive because coding has become more efficient, but coding was never really a crucial bottleneck.

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Marcial Messmer @EquityQuant

2 weeks ago

@OGCapital25 @SECGov

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Moody @MoodyWriter13

3 weeks ago

These claims are criminal. I’ll write something about it later. He only wants one thing: your money, and he’ll hype up anything that can somehow be tied to the current narrative. Be careful.

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Marcial Messmer @EquityQuant

3 weeks ago

@ptuomov youtube.com/watch?v=IHD8BD… thats a fun one.

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Marcial Messmer @EquityQuant

a month ago

@ptuomov Cerebras will come tomorrow; SpaceX, including xAI, will come shortly. Anthropic might follow in the fall. I am also not sure about the role of privates given how easy it is to raise capital outside public markets. Not sure who this part compares to the dot-com era.

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Marcial Messmer @EquityQuant

3 weeks ago

@MidwestHedgie I wonder why we have the SEC - what a fraud this account is, such an obvious market manipulation.

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Marcial Messmer @EquityQuant

3 weeks ago

Is it just me or why so many apps are buggy in recent weeks/months?

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Marcial Messmer @EquityQuant

4 weeks ago

@ptuomov Let's see if it actually happens. wsj.com/tech/ai/openai…

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Marcial Messmer @EquityQuant

a month ago

@ptuomov Just two examples from the last few hours. I don't have any aggregate TS data, but I wouldn't be surprised to see an uptick in issuing activity.

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Marcial Messmer @EquityQuant

4 weeks ago

Where is all the great software recently created with AI?

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Marcial Messmer @EquityQuant

a month ago

@kakashiii111 Same with X Premium accounts, X has been offering me aggressive discounts and new pricing models since a few weeks ago. Getting IPO ready.

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Marcial Messmer @EquityQuant

a month ago

@aleabitoreddit Another pump and dump. good job.

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Marcial Messmer @EquityQuant

a month ago

@aleabitoreddit Terrible fundamentals, we are for 3 years in a capex boom and this company cannot deliver a profit. Insane Sales Multiple. Will be a fantastic short once the current wave dies ...