Jordan Rohan @JordanRohan
Thought leader on Internet strategy and finance clearmeadow.com New York Joined January 2010-
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@carlquintanilla SpaceX just doubled its 2027 EBITDA and cut is revenue multiple in half
@GerberKawasaki You don’t think @ryancohen could double cash flow at @ebay with all the AI automation tools (cut heads), make its listings/ inventory visible outside of its walled garden, and team up with wal-mart etc ?
@jimcramer @jimcramer @ryancohen is right on hidden value at @eBay — but who he partners with now in the approach will drive the board’s reaction to his offer
@zachcoelius @zachcoelius let’s go visit @ryancohen together and help him get this done
@ryancohen @ryancohen former leading equity analyst / I covered @eBay for years… when it was functional. I know the largest holders and can help. Pls reach out.
Proxies for Anthropic and SpaceX: (Perhaps) Even Better than the Real Thing open.substack.com/pub/jrohan18/p…
open.substack.com/pub/jrohan18/p… My thoughts: Google and its competitive moat vs. ChatGPT and AI models
Why NVDA's Multiple is Compressing open.substack.com/pub/jrohan18/p…
The valuation went 4× in 8 months: $400B → $800B → $1.25T → $1.75T Every step set by the same closed group of participants. Public markets will introduce something the private market never had: people actively betting the number is lower. The IPO will reveal the true valuation. Thoughts here: open.substack.com/pub/jrohan18/p…
@jimcramer @jimcramer: @OrlandoBravoTB is an incredibly smart and ethical steward of capital. He is playing “time horizon arbitrage” People forget that private equity owners of capex-light businesses can afford to wait … as can their LPs. and can buy big category winners at a discount.
@WealthWatcherCo @grok @NoLimitGains @grok yo pick me
@bensig @dotkrueger @grok what is the return on this strategy if bitcoin is flat and it costs 6% per year to borrow against the bitcoin to buy the necessary stablecoins?
@jimcramer I can fix every DAT company in 3 months
@dotkrueger Curse of the DAT: unless the hoarded currencies appreciate and are expected to do so, they are valued like cash with an added risk of being trapped … and minimal yield from vol selling
@ericjackson Respectfully, as a former highly ranked Internet analyst, you’re assuming any variation of that OPEN low end real estate flip business model makes sense in 2 or 3 years. Macro conditions are not favorable. So you’re saying Kaz is “that” good. Maybe.
@ecommerceshares OpenAI will end up with st least 20% share of (Google Search + Shopify/IG ads) + 10% of travel OTA revs + 30% of open web ads and TTD fees, plus the OpenAI sub revenues — equals at least $100bn revenues … when it reaches 2 billion users in around 3 years
Terence Kawaja @tkawaja
37K Followers 1K Following media/tech advisor, banker, contrarian, comedian - often all of the above.
Ari Paparo @aripap
27K Followers 4K Following Ad Tech influencer, @marketecturetv Author: Yield. How Google bought, built, and Bullied Its Way to Advertising Dominance https://t.co/tmvieZIMsl
Chris Fralic @chrisfralic
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Michael Feeley @mikefeeley
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Janie Dickens @dickens43882
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GlobalPulseUK @GlobalPulseUK
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Adams Livingston @prettyfeet0773
49 Followers 906 Following The Bitcoin Wizard | Author of The Great Harvest | BitcoinForCorps | Analysis @Swan | Advisor @saturn_credit | MSTR + MTPLF + ASST HODLER |
Anya @cryptojackkie
232 Followers 4K Following Don't click any links in replies 🤖| Daily trader | Stock | 🎓 Master's in Economics | Trading Chats FREE TRIAL EMAIL 📩 [email protected]
Frederick Hana @andOrozcos
634 Followers 888 Following Coffee, books, and a sprinkle of glitter make the world go round
LOTFI LOTFI @hadjababde38944
380 Followers 3K Following Be present despite your absence. Timely information can change your lifestyle 💪 كن حاضرا رغم غيابك..المعلومة في وقتها تستطيع تغيير نمط الحياة 💪
Mm @Mmmminmn
0 Followers 126 Following
Dr. J Brown @DrJBrown5
14K Followers 15K Following Farmer behind the blue curtain in Illinois. 2A, 1A, ULTRA MAGA Free Market Constitutionalist! All democrats are communist psychopaths!
ldasisluisc065 Brown @ldasisluis68177
0 Followers 195 Following Hi, I'm from Queens, New York. I'm currently single and enjoy exchanging valuable information with friends.
Shiv 💡 @airgups23
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Cathy @cathyChrist45
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Sarah @SofiaGLopez
737 Followers 4K Following ☘️Loves life loves adventures likes to record beautiful moments with a camera📷 and occasionally indulges in books 📚and coffee ☕️
IrisHughes @09LugZ18DtEGBqZ
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Thosea @ThoseaF__46
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Meat for Thousands �... @ThousandsF8180
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Terence Kawaja @tkawaja
37K Followers 1K Following media/tech advisor, banker, contrarian, comedian - often all of the above.
Carl Quintanilla @carlquintanilla
470K Followers 6K Following 26+ years @CNBC & @NBCNews / @WSJ alum / now posting at https://t.co/o3B9Q0CZPo
Ari Paparo @aripap
27K Followers 4K Following Ad Tech influencer, @marketecturetv Author: Yield. How Google bought, built, and Bullied Its Way to Advertising Dominance https://t.co/tmvieZIMsl
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Ian "Knicks in 5" Sch... @ischafer
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Jason Del Rey @DelRey
37K Followers 999 Following Founder and Author of The Aisle (@ReadTheAisle). Co-Chair @FortuneMagazine Brainstorm Tech/AI. Author @WinnerSellsAll. [email protected] DM for Signal
CK Capital @CKCapitalxx
72K Followers 343 Following Finding 10x plays in defense, space, and tech, and photonics. DYOR NFA For business: [email protected]
Eliot @5mO9Ryt1O4EJS
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Sarah @SofiaGLopez
737 Followers 4K Following ☘️Loves life loves adventures likes to record beautiful moments with a camera📷 and occasionally indulges in books 📚and coffee ☕️
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Wolf Capital @wolfgangkasper
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velva vilar @jbcrossover5
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365CANESFOOTBALL @365canesinfo
10K Followers 2K Following UM football detailed Film Reviews of games & Commits. 3LC show on @canesinsight Youtube. | football training on IG _Open365 | @paradisecityfl 7 v 7 #GoCanes
Auren Hoffman @auren
70K Followers 698 Following CEO, NQB8. GP, @FlexCapital. fmr CEO, @LiveRamp. loves: crazy ideas, weirdos, and email. host: Summation podcast. reading: @AurenReads
Michael Feeley @mikefeeley
1K Followers 979 Following 26 Years in AdTech. Co-Founded one of the first CPC Search Engines. Raised a bunch of VC. COO at https://t.co/ywFtFoaQ2h #adtech #programmatic
Andrew @slabes70
1 Followers 14 Following
Will @WilliamYeh0
1 Followers 27 Following
Eric Cressey @EricCressey
90K Followers 426 Following President, @CresseySP; Director, Player Health & Performance, @Yankees; Advisor, @NewBalance, @drink_AG1, @ProteusMotion. Free blog/newsletter/podcast.
𝒰𝓂𝒷𝒾𝓈�... @Umbisam
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Papa Johns @SVTrivo
13K Followers 2K Following Semiconductor Engineer, Ph.D. 🇰🇷🇺🇸 📍 San Jose Startup & Big Tech Vet John's Papa Silicon Valley Trivopaedia: Tech, Money, Food & Chips. Life in the SV
The Assembly @InTheAssembly
503K Followers 3 Following Macro analysis, market structure, and the trades nobody else is showing you. REOPENING: JUNE 22
Peter H. Diamandis, M... @PeterDiamandis
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Korea Value Hunter @koreavaluehunt
15K Followers 28 Following Interactive Brokers just allowed trading on Korean stocks for the first time. Korean stocks are the cheapest stocks in the world. I find them and buy them.
Ben Sasse @BenSasse
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Mahdi Khanalizadeh @Khanalizadeh_EN
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Moody @MoodyWriter13
18K Followers 531 Following I have no technical ability, and I know nothing about trading. I know what I like and what I don’t like. I am decisive about what I like and what I don’t like.
David Lat @DavidLat
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Nathan Lambert @natolambert
89K Followers 914 Following Open model research @ something new. Prev. co-led Olmo at Ai2. Contact via email. Writes @interconnectsai Wrote The RLHF Book, 🏔️🏃♂️
Roan @RohOnChain
51K Followers 675 Following building my life around quant systems in prediction markets and crypto





















