Helion Capital @HelionTrading
https://t.co/dkDtsCMwcx Joined March 2026-
Tweets31
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Followers24
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Following251
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Likes286
@aleabitoreddit Korean retail + growth in 3x ETF don’t help
@Srasgon United knows the difference between the Bernstein Semis analyst and the Goldman one ; )
@DeItaone By releasing mines in the water?
Google is going to own medical AI. They bought Fitbit (now part of Google), renamed the app Google Health, and quietly built the most complete consumer health profile anyone has ever assembled. Connect it to your hospital portals (MyChart, One Medical, whatever you use) and it pulls in years of lab results, visit notes, and diagnostic history. That sits right next to your HRV, sleep, steps, and heart rate from the wristband ($115, goodbye WHOOP). Now layer it on top of everything Gemini and Search already know about you. Unlike Apple, Google isn't shy about asking for the data. The app even generates a prompt you can paste into Claude, ChatGPT etc. to round-out your Google profile. And it ships with a Gemini-powered health coach that has the full picture. Amazon bought One Medical (I instantly connected it to Google Health). What does Google buy next?
@sean_________ Thank you for these, Sean. You are awesome
@BenBajarin Ben, how is it different from using say, the Claude Chrome extension?
@Srasgon where is the MoccaMaster?
Anotheyppyyy @kkkkkyyyypppp
0 Followers 756 Following
Joe Burnett. MSBA @III_Cqpitql
78 Followers 2K Following VP of Bitcoin Strategy @Strive (Nasdaq: $ASST $SATA) Views are my own | Not financial advice
mlpinz @mlpinz2
419 Followers 5K Following
Sean @sean_________
8K Followers 3K Following TMT catalyst/event-driven trader with a focus on research.
Yiu Jimmy @Jimmie_yiu
29 Followers 291 Following
Marcus Cohen @CopiapoPartners
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FUNDA @FundaAI
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Ron @Ron82784357
0 Followers 550 Following
Fabian @iamfabian
3K Followers 3K Following Fabian, first (ever) of his name. T&M, optics, copper, photonics, DCI, art, music, & endurance sports. NFA. Not investment advice. Not any advice. My own views.
Michael prof @profplum9z
133 Followers 698 Following Chief Strategist Simplify Asset Management | PM of top ranked high yield ETF, $CDX. Not investment advice
Jonathan Siddharth @Jonsid
8K Followers 5K Following Founder and CEO, Turing. Accelerating superintelligence to drive real economic progress @turingcom.
Monika Kochhar @mokochhar
897 Followers 639 Following Founder & Operator. 2x Exits. Mapping the nexus of deep tech, energy, and AI. Founder @NuclearSalon
v239856 @v239856
226 Followers 759 Following Generalist Investor. I'm here to stimulate my thinking and prune my ideas by engaging in intellectually honest discussion. Not investment advice, obviously.
Matt Harney @SaaSletter
6K Followers 1K Following Founder @cloudratings | Previously tech PE | Newsletter link below:
ming fang @mingfang1979
363 Followers 1K Following Wharton Alum. 2000+ rated speed chess. Slaved 15 years for 3 hedge funds in the energy materials trenches.Tweets aren't recommendations, do your own research.
Henry @henry90_10_26
25 Followers 211 Following
TMT Breakout @TMTBreakout
16K Followers 284 Following Top Ranked Substack | 2x DaiIy Institutional-grade insights + recaps of Wall Street research, earnings, news, and alt data | 17yr Tech HF Manager | TMT Breakout
tae kim @firstadopter
93K Followers 10K Following "Key Context" Substack covering Nvidia/AI. Reached #1 new bestseller in first 24 hrs Subscribe https://t.co/3N2fHOXQfL "Be so good they can't ignore you"
맹구 @HYUM__STOCK
1K Followers 1K Following 30대 직장인의 투자일기 /종목츄천안함 / 일상얘기 / 맨유팬 / 프로댓글러 / 반도체 엔지니어 / 빨리 은퇴하는게 제 꿈입니다.
펭귄 @babybluecream
30K Followers 2K Following Invest in your dreams.🎱 Grind now.🕹 Shine later. ✨ The good stuff's in Highlights ⚡️🫧🛹
Clive Chan @itsclivetime
28K Followers 3K Following perplexity per picojoule @anthropicai // prev @openai @tesla
Ali Behrouz @behrouz_ali
8K Followers 1K Following Research Intern @Google, Ph.D. Student @Cornell_CS, interested in machine (continual) learning and understanding what is called intelligence.
Theta Data @theta_data
511 Followers 233 Following A technology driven market data provider. Up to 10 years of historical data for US options, indices, and equities.
PyQuant News 🐍 @pyquantnews
163K Followers 517 Following Where finance practitioners get started with Python for quant finance, algorithmic trading, and data analysis | Tweets & threads with free Python code & tools.
Goshawk Trades @GoshawkTrades
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Dylan Patel @dylan522p
135K Followers 1K Following SemiAnalysis Boutique AI Infrastructure Research and Consulting DMs are open for consulting, quotes, or to talk shop, Opinions my own
Rt. Hon Ben Wallace @BenWallace70
115K Followers 596 Following Once was the UK Secretary of State for Defence !
Open Source Intel @Osint613
1.5M Followers 1K Following Monitoring Real-Time News & Open Source Intelligence • Middle East • US • Global • Geopolitics Anything on my mind • Newsletter • Signal Tips: Osint.613
Josh Young @JoshYoung
134K Followers 3K Following I invest in oil & gas stocks professionally at Bison Interests and I write about them on https://t.co/wrIfEj0SjH This is not an offer or solicitation. Caveat emptor
محمدباقر قا... @mb_ghalibaf
648K Followers 5 Following سرباز امام شهید انقلاب | Speaker of Islamic Republic of Iran’s Parliament
Sean @sean_________
8K Followers 3K Following TMT catalyst/event-driven trader with a focus on research.
William Blair @WilliamBlair
3K Followers 410 Following Premier global partnership. Expertise in investment banking, equity research, institutional sales & trading, investment management, & private wealth management.
Trita Parsi @tparsi
222K Followers 4K Following 2010 Grawemeyer Award for Ideas Improving World Order recipient. Executive VP @quincyinst. Wrote Losing an Enemy & Treacherous Alliance. https://t.co/ePTt8IDWKV
The Hormuz Letter @HormuzLetter
73K Followers 57 Following Iranian. The Middle East through the lens of oil, markets, and money. This is the only account.
Reiner Pope @reinerpope
19K Followers 459 Following CEO and founder, @MatXComputing, developing high throughput chips tailored for LLMs
Tom Brown @NotTomBrown
27K Followers 429 Following Co-founder and Chief Compute Officer @AnthropicAI
Jason's Chips @jasonschips
8K Followers 58 Following Gen Z semis & AI L/S investor focused on first principles & economics | 7k+ subs on Substack & top 25 in technology | Free (somewhat funny) X articles biweekly
Marcus Cohen @CopiapoPartners
25 Followers 1K Following
Steve Hou @stevehou
54K Followers 5K Following Head of Research @Silicon_Data. @UMICH/@ETH_en/@UVA alum. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya)
Aidan Stretch @aidan_stretch
1K Followers 542 Following International Reporter for @CBSNews | Based in Kyiv, Ukraine | reach me on signal @ aidan_stretch.65
🏀📡 @pennycheck
64K Followers 3K Following finding asymmetric opportunities in any and every mkt+NOT financial advice -- positions will change - do your own dd - do not rely on mine
Babak Vahdad @BabakVahdad
16K Followers 5K Following Independent researcher/OSINT Analyst Iran,AfPak/Persian Gulf تحليل گر ايران و خاورميانه All personal opinions. RT is not endorsement
Cullen Roche @cullenroche
98K Followers 2K Following Founder & CIO @disciplinefunds 📊 | Author of Your Perfect Portfolio & Pragmatic Capitalism 📖| Defined Duration Investing ⌛| Board at Cambria ETFs 💸
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.
Gaetano @crux_capital_
47K Followers 515 Following Photonics/Physical AI Company Coverage + New Ideas On Substack https://t.co/6T2naqbkXV
Max Weinbach @mweinbach
294K Followers 8K Following Analyst @creativestrat | Analyst and Market Research Firm | Typo ignorer Email: [email protected]
The Circuit @T_h_e_Circuit
2K Followers 19 Following The Circuit - a show dedicated to the business of the semiconductor industry featuring Jay Goldberg and Ben Bajarin. Top 50 in Tech on Apple Podcasts.
Ben Bajarin @BenBajarin
45K Followers 2K Following CEO & Principal Analyst @creativestrat. Full-stack tech analysis from silicon to markets. Advisor to tech leaders. Technologist at heart. Keeper of Bees.
Serenity @aleabitoreddit
762K Followers 173 Following I only use X, beware of imposters. AI/Semi Supply Chain Analyst (白毛股神) ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.
郭明錤｜Ming-Chi ... @mingchikuo
237K Followers 376 Following 香港天風國際證券分析師，分享科技產業趨勢觀察｜TF International Securities (HK) analyst sharing tech trend insights
Fabian @iamfabian
3K Followers 3K Following Fabian, first (ever) of his name. T&M, optics, copper, photonics, DCI, art, music, & endurance sports. NFA. Not investment advice. Not any advice. My own views.
Rapidan Energy Group @RapidanEnergy
5K Followers 340 Following We provide differentiated and actionable insights on energy markets, policy and geopolitics, helping clients to seize opportunities and manage risks.
Treasury Secretary Sc... @SecScottBessent
894K Followers 25 Following 79th United States Secretary of the Treasury
Chris Beauchamp @ChrisB_IG
9K Followers 2K Following Chief Market Analyst at @IGcom. Views my own, not those of my employer. Losses can exceed deposits, 68% of retail clients lose money.
Dr. Mark T. Esper @MarkTEsper
6K Followers 113 Following Proud husband & father. Army and Gulf War veteran. 27th Secretary of Defense and 23d Secretary of the Army. Author of NYT bestselling memoir — “A Sacred Oath.”
Andrew Ng @AndrewYNg
1.6M Followers 1K Following Co-Founder of Coursera; Stanford CS adjunct faculty. Former head of Baidu AI Group/Google Brain. #ai #machinelearning, #deeplearning #MOOCs
M Science @msciencellc
1K Followers 167 Following Pioneering the use of alternative data for investment professionals and corporations Reach out at: [email protected]
John Bolton @AmbJohnBolton
854K Followers 1K Following Former Assistant to the President for National Security Affairs (NSA)
Mike Pompeo @mikepompeo
2.0M Followers 280 Following Fmr U.S. SecState & CIA Director | Christian, husband, father, Nonno, Army vet, Kansan | https://t.co/X7MOvwSReP | #🟦
Alexandr Wang @alexandr_wang
490K Followers 858 Following chief ai officer @meta, founder @scale_ai. rational in the fullness of time
Sheel Mohnot @pitdesi
199K Followers 4K Following I write my own tweets. politically centrist, abundance minded. Work: @btv_vc, leading pre/seed rounds in fintech & vertical AI
OSINTdefender @sentdefender
2.3M Followers 2K Following Open Source Intelligence Monitor focused on Europe and Conflicts across the World. RT ≠ Endorsement. Want to Support my Work? https://t.co/PcUbewvWPr
Siggi Hilmarsson @siggihilmarsson
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