Red7 Capital @Red7_Trading
Recovering trader and technical analyst. Focused on high beta growth stocks using fundamental analysis and investing with conviction. Chicago, IL Joined December 2021-
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@ShawarmaCapital Screw the chart. This is about the game changing technology and the massive TAM. The chart will reflect that after the lockup is over and milestones get hit.
@Sandeman52 F$uck yeah it is. I know I’m a complete AI pilled moron but this is the WORST AI is ever gonna be. And we’ve barely gotten started.
Four years ago I bought a struggling Bitcoin miner called Iris Energy at $7 because I trusted the people running it. Today I own 703,000 shares of $IREN. That trust is why I need to say something uncomfortable about one of its directors. 🧵
Nailed it. The furore around this has been a bit ridiculous.
I’ll partake in the $IREN / Warriors discourse for one reason only: to offer another perspective that ultimately does not matter to me or $IREN at all. If the stock was ripping on the deal front, this would be celebrated. That is the whole thing. They have likely been working
@Funmentalist The money is not in hyperscalers. It’s full stack offering to the open market. Hyperscalers just fund the initial wave. They are already thinking beyond that.
PSA to new investors: You cannot become a good investor overnight. Literally. You only find out over time. Returns are the source of truth, but process is what gives you a chance. Simple framework: - Pick themes you believe will matter in the future. - Choose a time horizon long enough for the thesis to play out. - Study 15 companies exposed to that theme - Shortlist 2, pick 1 - Set the criteria that would break the thesis before you buy - Do nothing unless the thesis breaks or the asymmetry disappears - Ignore price action unless it comes with new information - Do nothing and like it. Bonus tip: Understand that you are the problem. Good luck.
@renstocks_ $NUAI and $MRLN and $OSS
@FransBakker9812 Thats fair. I hope I’m wrong in my assumptions. It would send a strong message to the market. Thanks for all that you do with Only Frans. Happy subscriber.
@FransBakker9812 I hope I am proven wrong on this but it seems like a very low probability outcome to me.
@FransBakker9812 IREN would have to pay shit loads to get Fedramp and GCC High certified at the very least. They would also have to be open to having their assets seized at any moment by USGov. For someone so risk averse Dan would never go for it even if USG would consider it which they won’t.
@Funmentalist Your are far too sensible to be an IREN investor. It drives me mad how many degenerates are in this that don’t have a clue what they own.
@babyfolio What lies under all of this is simply a lack of understanding of what the technology is. Too many people are making judgements on AI without actually using it to try and do anything useful. And it can’t be a bubble if everyone is talking about it being a bubble. We’re crazy early
@MoodyWriter13 @AtlasShrug1 If you think the US gov want to slow Anthropic down you’re completely misreading this. This is an arms race and the US gov knows it.
@ChairmansLedger Don’t - it’s just fucking cringeworthy. Totally detracts from credibility IMO. Very big turn off. More likely to see your content as performative vs genuine. The worst is trying to hit follower targets.
Agree with the sentiment in this wholeheartedly. Still believe there’s a place for institutionalized learning but the cost and value of a college is degree, for example, is likely to plummet if the current approach stays the same.
@ShanuMathew93 Why are their models generally behind OpenAI and Anthropic then? Or is this an attempt to catch them?
Joel @V63862463217
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Dano @MegaManBTC
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Bit Whitman @BitWhitman
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_Aswath Damodaran @AswathDamodarad
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Mirage @MirageWL8
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Unlocking Values @valueunlockings
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₿itcoin ₿utcher �... @bitcoinbutcher1
10K Followers 1K Following Mining ⛏️ fiat by day at Detroit’s largest butcher shop and nerding out on macro and financial markets by night $btc $cifr $nuai $wulf $iren
Vladimir🔋 @AlPutino
1K Followers 5K Following You know what capitalism is? Getting fucked! memes & ramblings of a madman Dark Humor Anything ever said in this account is a parody ***NFA DYOR***
Jerry @INotjerryyy
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Hailey Patino @haileypatino61
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Retard Bag Finder @RetardBagFinder
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Frans Bakker @FransBakker9812
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Mario Reimer @MarioReimer4
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. @Sandeman5i
19 Followers 2K Following Turned $50k to $10M+ in 11years. Retired in my 40s, retired my wife. Trying to help others achieve their financial goals, free of charge. EOY 2026 goal: $14M
Doģu @TekingluDogu_
58 Followers 3K Following Stratejist | Yatırımcı | #Bitcoin #Ethereum #BNB #SOL Yazdıklarım yatırım tavsiyesi değildir. Telegram Grubu: https://t.co/gDvuGQ6ztw
m0n @moninvest0rr
71 Followers 3K Following Independent Analyst. Writing about Finance. Not Financial Advice. Opinions Only. DYOR. Subscribe for deeper insights into my portfolio.
Gaetano @crux_capital_
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S&J Investments @SHCDETF
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Bitcoin Butcher @bitcoinbutcherr
3 Followers 314 Following only private elite here!! l will mainly talk about crypto market price action analysis, etc. ONLY FOR A FEW PEOPLE MAIN ACCOUNT @bitcoinbutcher1
The Boring Investor @boring_invest
4K Followers 532 Following Just a boring investor. High concentration bets. Patient capital directed at civilizational problems. No Financial Advice.
coopinvests @coopinvests
668 Followers 3K Following Accounting Student ✠ Index-Growth Investor ✠ $IREN $SOFI $TSLA $HOOD $VOO $AAPL $FUJHY ✠ sharing personal financial strategies and brokerage tax code concepts ✠
Andrew Curran @AndrewCurran_
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Dumb Money Capital @Dum_MoneyCapitl
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685 Followers 7K Following Hi. I’m LaLa Bunny 🐰 but I also go by LaLa Peach 🍑 Check out my page and you’ll see why #pawg 😉 😇 👄 💋 👅 👀 no minors 18+ NSFW
ClaraMalory @u9Blr9qtvskGuz
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Futurist | 10x Disrup... @futurist_lens
28K Followers 69 Following Spotting 10× disruptive stocks before the crowd. Photonics • Space • AI Infra • Defense • Robotics $AAOI $AEHR $AXTI $RKLB $OUST $VPG | Not financial advice
leo 🐾 @synthwavedd
23K Followers 3K Following tech, ai & politics nerd || got info you think i'd be interested in? let's talk! [email protected] || dono: https://t.co/WxQgF8aVkI
Theo - t3.gg @theo
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Neel Khokhani @neel_epochal
3K Followers 262 Following Founder, Epochal Corporation. Single-family office. Concentrated investing in AI infrastructure, data center power, compute supply chain.
Paradis Labs @ParadisLabs
62K Followers 98 Following AI/Semiconductor Analyst & Trader. Thematic investment research. Not financial advice (DYODD).
Oli @OInvests
2K Followers 302 Following MA Economics | Treasury | Thematic investing: AI infrastructure, Defense, Space | Core: $IREN $NBIS $VRT | Building: $MU $RKLB $ASTS $PLTR $KRKNF | $BTC $MSTR
CK Capital @CKCapitalxx
83K Followers 395 Following Finding 10x plays in defense, space, and tech, and photonics. I am not a licensed financial advisor. NFA DYOR Co-Owner of @CVresearch_
Black Panther Capital @BlackPantherCap
47K Followers 321 Following Independent Analyst & Asymmetric Investor: 100% Transparency on Portfolio. Never buy or sell based on my tweets. This is my ONLY profile. Not financial advice.
AlexKarpsHair @AlexKarpsHair
873 Followers 741 Following I am Alex Karp’s Hair. Silicon Valley can kiss my nape.
Blake Coolidge @BlakeACoolidge
800 Followers 304 Following Trying to make money in the AI boom. 67% $IREN, 26% $NBIS, 4% $CCJ
Freda Duan @FredaDuan
31K Followers 429 Following Investing @ Altimeter Capital. No investment advice. https://t.co/e2Ro5VeL0o
Crusade @CrusadeInvest
853 Followers 205 Following Texan | Energy Trader | Investor | Sportsman | Catholic
Lando @LandoInvests
5K Followers 299 Following Independent investor focused on concentrated conviction and asymmetric opportunities. NFA
Alasdair Mann @itsalasdairmann
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The Fundamentalist @Funmentalist
4K Followers 369 Following $NBIS, $IREN, $NVDA, $OSCR, $HIMS, $BMNR Bull European investor in love with fundamentals
Ren @ren_stocks
46K Followers 89 Following Investing into the AI buildout ⚡️ 500% YTD Head of AI | Product Manager 10+ years DD and full thesis in https://t.co/4NlE3Jd7E7 NFA
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Merlin FlightClub @MRLNFlightClub
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Wolf Capital @wolfgangkasper
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J Keynes @JKeynesAlpha
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John Galt @AtlasShrug1
4K Followers 669 Following Retired HF PM. My sarcastic opinions only. Passion for mkt history, psychology, cycles. Not financial advice. DYOR. I may buy/sell any stock any time w/o notice
Cassandra Unchained @michaeljburry
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Dr Singularity @Dr_Singularity
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Just Another Pod Guy @TMTLongShort
53K Followers 10K Following Economic Blitzkrieg. Never said it was a good bet, just a complex bet. Decoupling ™️ Long/Short Tech Investor. Will say retarded shit often. 🫡
Merlin @MerlinAero
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ppdd @usppdd
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Stack Hodler @stackhodler
120K Followers 834 Following Compounding capital and real world maxxing in🇨🇭
Shanu Mathew @ShanuMathew93
28K Followers 2K Following Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. PM public equities. Prior: HY credit, ibanking. All views expressed = personal. Not advice. DYOR.
Borex Investing @borex_investing
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The Chairman's Ledger @ChairmansLedger
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Shawarma Capital @ShawarmaCapital
2K Followers 1K Following Wrapping deep research on hardware, semis, defense autonomy, and more, into long-form memos you can actually digest. https://t.co/R0cE33yb5a
Metaman @coinreturns
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Stock Talk @stocktalkweekly
398K Followers 936 Following AHEAD OF THE HERD ™ | See our full portfolio and all live entries/exits at https://t.co/FXOPF4rA3I
George Koutalidis @geokoutalidis
33K Followers 2K Following Member of the Board of Directors @ Cardisio | Member of the Advisory Board @ Compute Capital | Founder @ CORAX W.L.L | Angel Investing, $NBIS Partner/Investor
phads @PhadsEth
1K Followers 519 Following Early $IREN and $CIFR Bull | Acqua Panna Drinker | $BTC $ETH AI/HPC || We are still so early, the pace of innovation is only just going to keep accelerating!
Crossroads Capital @CrossroadsOnX
4K Followers 63 Following Crossroads Capital is a value-oriented long/short equity fund manager focused on mispriced emerging compounders and special situations. Founder/PM @AboveAvgOdds
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Marbles @marblesats
1K Followers 246 Following Rich to poor people, poor AF to rich people, shit-poster, $IREN, Bitcoin, stonks
YES PLS @BTCYESPLS
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XCap @XCapitalMgmt
2K Followers 258 Following Concentrating in intersecting S-curves - researching on X. Nothing I say is investment or financial advice - DYOR. May post memes.You might like
