Part Time Investing @PartTimeInvstms

Skate where the puck is going. Disc: Not investment advice. Santa Clara, CA Joined September 2012

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Part Time Investing @PartTimeInvstms

2 hours ago

@NickTimiraos Boomers bought all the homes and will scream at any measures that try to bring down the prices so young families can afford buying their first home. Hypocrite scumbags.

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Part Time Investing @PartTimeInvstms

3 hours ago

@danielnewmanUV It's quite funny to see people panicking because open weight models are closing the gap relative to the so-called "frontier" models, which are essentially only accessible to very rich corporations and individuals. China is single-handedly democratizing access to AI for the masses

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Part Time Investing @PartTimeInvstms

5 hours ago

@BillAckman How funny is that China will be the one to democratize AI for the masses

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Part Time Investing @PartTimeInvstms

6 hours ago

@cekdrew Looks like we may have bottomed 🤞

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Part Time Investing @PartTimeInvstms

20 hours ago

When the algos take over due to fears that another clown at the #Fed is pretending to be THE #inflation slayer, you know what to do. $SPCX $RKLB $ASTS $USAR $EQR.AX $LPTH $SOLS $INFQ $EOSE

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Part Time Investing @PartTimeInvstms

a day ago

@Mr_Derivatives $NFLX finally seeing some real competition

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Part Time Investing @PartTimeInvstms

a day ago

#Warsh is a hawk = #Fed will raise rates = Flight to safety -> sell all momentum #stocks regardless The beauty of algorithmic trading 😂

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Part Time Investing @PartTimeInvstms

2 days ago

@Sasha0577941487 @Dexerto 💯💯💯

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Part Time Investing @PartTimeInvstms

2 days ago

@cekdrew China is hoarding fellas. They're masters of playing the silent game it appears, only to in the end when things escalate enough they will just save face by admitting they don't have enough critical metals themselves 😂 Hats off to them, they're playing this beautifully

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Part Time Investing @PartTimeInvstms

2 days ago

@BlackScholesMan He is sounding like a REAL asshole. May go down the same path as Powell in pissing off the admin, which would be painful but quite entertaining.

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Part Time Investing @PartTimeInvstms

2 days ago

@AndreasSteno Warsh sounds like a real asshole, he may go down the path of Powell

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Part Time Investing @PartTimeInvstms

3 days ago

@Weird_Old_World How old are these things?

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Part Time Investing @PartTimeInvstms

3 days ago

@RentYourStocks RIP those that believed them

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Part Time Investing @PartTimeInvstms

4 days ago

@helocruz @opapoeconomico Pois é kk

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Gavin Baker @GavinSBaker

5 days ago

The mega bull case for AI infrastructure would be *if* market share shifted away from certain frontier labs with 90%+ inference margins toward cheaper models, whether open-source or closed. It would increase the ROI on AI spend for end customers by increasing intelligence per dollar, which would drive incremental token demand. Margin dollars would effectively get redistributed from the frontier labs to AI infrastructure providers. The infra winners would be those with the lowest per token cost and the winners at the model layer would be those with the highest token efficiency. There are many reasons Jensen is so focused on open source, but this is likely the most important one as I think he is probably less worried about a monopsony these days. Lower margin % at the model layer = more margin $ at the infra layer all else equal. With SpaceX and Meta being vertically integrated and possessing the #3 and #4 models respectively it is more possible than ever. Note that Grok 4.5 is ahead of Fable for some useful tasks at a much lower cost, so ranking them #3 is conservative. This is not happening yet. Cheap, mostly open source tokens are likely the majority of volume today but the majority of economic value is still accruing to the most intelligent models. Might change though. We will see.

Cassandra Unchained @michaeljburry

7 days ago

This is true as I have heard this from contacts in the Valley. Goes with my pinned post. The AI race is shifting from bigger models to cheaper, smarter systems cnbc.com/2026/07/10/the…

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Part Time Investing @PartTimeInvstms

5 days ago

@pati_marins64 This game is not sustainable for Iran though. Every time they hit a ship the response is 100x greater.

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Part Time Investing @PartTimeInvstms

a week ago

@walterkirn @pmarca That Kevin Warsh will raise rates

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Part Time Investing @PartTimeInvstms

a week ago

Most likely outcome as predicted by dr. Anas

Anas Alhajji @anasalhajji

a week ago

💥🔥💥🔥Are you surprised that the US attacked targets in Iran? This is what we have been saying in our reports for the last 4 weeks: “Our base case remains a tense status quo: sporadic IRGC/proxy attacks met with measured US retaliation, elevated shipping and insurance costs,