nuancerocket @nuancerocket
░G░R░I░F░T░ ░I░N░ ░B░I░O░ Joined March 2019-
Tweets18K
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Followers5K
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Following327
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Likes57K
brucegreenwaldvinegarstrokes.png h/t rich tha gawd $cat $smh
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make the m2m stop. right now.
"That number is now accumulating to impact the largest US stocks by about eighteen percent a year." "Over fifty percent of Google's profits in this last quarter alone were tied directly to the price appreciation of its investment in Anthropic. People are putting a multiple on
@MrMojoRisinX so far gone. he really quit looking for the pears in paintings.
guh over.
@JSchwarz9 Our stock price went up 5x in the run up to the IPO. This is not an excuse for the last 5 years, but we’ve rebuilt the company from the ground up in that time, and we anticipate better times ahead. The story isn’t over.
driscoll’s to janus.
𝗗𝘆𝘀𝗼𝗻 𝗶𝘀 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝘀𝘁𝗿𝗮𝘄𝗯𝗲𝗿𝗿𝗶𝗲𝘀 𝗻𝗼𝘄. 𝗧𝗵𝗮𝘁 𝘀𝗵𝗼𝘂𝗹𝗱 𝗺𝗮𝗸𝗲 𝗲𝘃𝗲𝗿𝘆 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝘂𝗻𝗰𝗼𝗺𝗳𝗼𝗿𝘁𝗮𝗯𝗹𝗲. I'll be honest: when I think of Dyson, I think of vacuum cleaners, hair dryers, and beautifully designed machines that make
@PScatterpatter your cac is worth it. you’re high ltv.
negligent not to do three more of these.
SPACEX TO ACQUIRE CURSOR IN $60B ALL-STOCK DEAL $SPCX announced it will acquire Anysphere, the company behind AI coding tool Cursor, in an all-stock transaction valuing Cursor at $60B. Cursor will become a wholly owned SpaceX subsidiary. Expected close: Q3 2026, pending
$tsm, the ai chip giant?
AI CHIP GIANT POISED TO RALLY, SAYS GOLDMAN Goldman Sachs says Taiwan Semiconductor ( $TSMC) stock could rise as investors underestimate its improving fundamentals. After meeting 35+ investors, the firm found strong AI demand, with custom AI chips remaining the top theme.
semis etf inflows (1d) = 4z can’t stop won’t stop. h/t jpm pb
@TMTLongShort @EigenVoid LOO K AT T HE B IG BR AINS ON THI S ON E WAG MI CA RRY FO R EVE RYO NE CA N I JOI N JAPG????
@rev_cap S HOW US TH AT IMMA CU LATE VILLA REV
@compound248 @buccocapital @JSchwarz9 came to say 10x. i am a summer child fuck.
Gavin Baker @GavinSBaker
252K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Fabricated Knowledge @fabknowledge
32K Followers 851 Following Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal
Prepared Remarks @P_Remarks
33K Followers 944 Following
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Hemingway Capital @lfg_cap
15K Followers 1K Following Global Tech investor. definitely not important and definitely not investment advice.
Dylan Patel @dylan522p
139K Followers 1K Following SemiAnalysis Boutique AI Infrastructure Research and Consulting DMs are open for consulting, quotes, or to talk shop, Opinions my own
Pythia Cap: Partially... @PythiaR
70K Followers 995 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Bread Crumbs Research @breadcrumbsre
26K Followers 579 Following People-centric investing. Unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing" (Marathon AM)
Sravan Kundojjala @SKundojjala
21K Followers 6K Following Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.
Eric Jhonsa @EricJhonsa
25K Followers 1K Following PM for Dutch Asset. Previously: Independent L/S investor, tech columnist @thestreet @thestreetpro. Nothing here is investment advice. DMs open to talk stocks.
crossdefault @crossdefault
10K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
Bucket Shop Capital @bucketshopcap
26K Followers 1K Following Private investor. Former allocator and buyside TMT analyst.
Dan Nystedt @dnystedt
51K Followers 1K Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Rhesane @Rhesane
35 Followers 241 Following
zanda @_ZANDA_
356 Followers 1K Following
itSmax @basedmaxfr
290 Followers 498 Following
Sagitta Capital @SagittaCapital
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agisota @agi_sota
177 Followers 3K Following
alpha @thegreattrade1
86 Followers 163 Following
CryptoWhisky @Crypto_Whisky
548 Followers 6K Following
nevergreen @nevergreen11333
6 Followers 38 Following
The Sharpe Shooter @arrowbahn
0 Followers 12 Following
Wimal Samara @WimalSamara
1K Followers 6K Following How can we make smart decisions about the future if the future is unknowable? @wimsam.bsky.social
FlowState25 @FlowState25
35 Followers 191 Following
phoenix @Phoenix_FFM
446 Followers 576 Following Asymmetric bets, mom & value, preferably uncorrelated to the major markets, mostly small cap or even smaller
robert mastin @RobertMastin
1 Followers 365 Following
SERFINCO @SERFINCO1998
300 Followers 1K Following
Chess @chessNwine
36K Followers 9K Following Founder and President of https://t.co/PwLHwYpfo2. Author of the Book, "A Street Smart Guide to Modern Sports Betting" https://t.co/bKep9WWrR2 - Not Financial Advice!
TSLQ Permabull @PlopTslq75821
178 Followers 1K Following We are no longer distracted; we will not forget. We were lulled into ignorance, and we are finally waking up so very fucking angry. Legion is emerging.
Ronnie van Leusden @RonnieLeusden
291 Followers 1K Following
Max1937 @Max19371
388 Followers 2K Following
dan_d__ @dand86884113
66 Followers 496 Following
Kmac @WeTrippyMang01
81 Followers 363 Following
David Pfeiffer @DavidPf64946268
65 Followers 342 Following
Nd1() @Nd172557208
3K Followers 1K Following ex-"quantitative". i now own and operate a fruit barn/independent grocer. degenerate gambler. very normal thanks.
☕️ PeChinta @Gaurav_Gupta_11
375 Followers 5K Following
Judith @Redumbdann5ni
219 Followers 2K Following "Mom, I have good news!." "You got a 100 in your math test?!" "Mom, I said good news, not a miracle.."
Pepe Silvia @TheBlackTrout
33 Followers 568 Following Energy/Materials/Industrials. Tweets don't constitute advice or recommendations. All tweets should be considered satire/fiction/delusions of grandeur.
Thien Bien @bien_thien21317
167 Followers 554 Following
JoeRetail (gmi/grodt)... @JoeRetail2
570 Followers 4K Following Ashes ➡️ Awake ➡️ Ascend DM for ideas
Aquaman Russell @AquamanRussell
2 Followers 58 Following
Adam May @A_Mhy_MD
89 Followers 2K Following I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
All Hope is not lost ... @nohopelessness
338 Followers 976 Following great ideas take time to come alive. interested in finance and law.
ContrarianCapital @FatFIRE74
202 Followers 600 Following If you target 6% net you are not doing it right
Randy Craybo @jmelon23
16 Followers 235 Following
Jay @10009nyny
1K Followers 2K Following
Ramiro @RamiroHerm23737
247 Followers 2K Following
B @Dhshpara
55 Followers 930 Following
A lesser son of great... @lesser_son
100 Followers 340 Following
Tony Wan @TonyWan6
41 Followers 51 Following
Andrea @Andrea__Chang
4K Followers 4K Following Finding value early 🌱✨ Frontier tech translator| Building @bloom__protocol | ex-VC |
Nancy J @BernaTopcum
10 Followers 969 Following Just a glowing girl who feels small and dreams endless dreams 🌌
John Streun @john_streu66165
88 Followers 892 Following
shiny_rocks @rocks_shiny
1 Followers 71 Following
Gavin Baker @GavinSBaker
252K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Fabricated Knowledge @fabknowledge
32K Followers 851 Following Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal
Prepared Remarks @P_Remarks
33K Followers 944 Following
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Corry Wang @corry_wang
34K Followers 268 Following Compute @ Anthropic | Formerly AI strategy @ Google and tech equity research @ Bernstein Research
Hemingway Capital @lfg_cap
15K Followers 1K Following Global Tech investor. definitely not important and definitely not investment advice.
Dylan Patel @dylan522p
139K Followers 1K Following SemiAnalysis Boutique AI Infrastructure Research and Consulting DMs are open for consulting, quotes, or to talk shop, Opinions my own
modest proposal @modestproposal1
124K Followers 790 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Amarillo Slim @Amarillo_Slim1
12K Followers 659 Following
Pythia Cap: Partially... @PythiaR
70K Followers 995 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Le Shrub🌳 @agnostoxxx
153K Followers 2K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
SuspendedCap @ContrarianCurse
28K Followers 1K Following mostly us large caps / tech / consumer | semi cap cult for life
Adam May @A_May_MD
26K Followers 97 Following I invest in biotechs. I often tweet about companies I have positions in. Nothing I say should be considered investment advice.
Sean @sean_________
8K Followers 3K Following TMT catalyst/event-driven trader with a focus on research.
Kris @KrisAbdelmessih
50K Followers 4K Following Join 25k+ readers https://t.co/ei9fHrUlDx σ https://t.co/p0ss9OuitP 📺https://t.co/ewhbisasz8 📸https://t.co/T1HMA9ELTT
Thariq @trq212
285K Followers 2K Following Claude Code @anthropicai. prev YC W20, @southpkcommons, @medialab
LearnedDoktors @Learnedoktors
115 Followers 46 Following I'm back! And yeah sometimes, I see an equation written on a blackboard like half an equation and… I just figure it out. Not investments advice.
Tim Eriksen @eriksen_tim
12K Followers 183 Following CEO Solitron Devices, hedge fund manager of Cedar Creek Partners, micro cap investor, Christian, The Master's Univ., Texas A&M MBA.
Gromitcap @gromitcap
173 Followers 847 Following
Rodrigo Benedetti @RodriGo_ethe
6K Followers 431 Following Say no to multiple arbitrage. https://t.co/PKZxXdYUJp
Jon Turek @jturek18
21K Followers 485 Following JST Advisors | NY Jets fan | Cheap Convexity [email protected]
spor @sporadica
117K Followers 1K Following CTO (Chief Taste Officer) @ your great-grandmother's palantir-inspired drone swarm startup ,, opinions my own
Evergreen @evrgn11112231
10K Followers 2K Following Concentrated and long-term. The goal is to make money.
Irrational Analysis @insane_analyst
41K Followers 100 Following Engineering-Driven Investment Analysis
TrumpGrift Capital�... @Crussian17
25K Followers 1K Following mostly investing opinions with some warriors basketball and politics sprinkled in. all opinions are my own and not any recommendation to others to buy/sell
Jared L Kubin @JaredKubin
29K Followers 5K Following Hedge Fund Founder 🐊⚾️ James 1:2. No One is Coming. Dadmaxxing & Liftmaxxing. Liquidation Nation⚔️ Whatever it Takes.
sacamano @bobosacamano
405 Followers 575 Following
Mojo @MrMojoRisinX
11K Followers 404 Following Inside The Mind of Mojo - https://t.co/zNoMHkx0Eb and Be Water https://t.co/cnol0oK44h @BeWaterltd
𝔊𝔴𝔢𝔯𝔫 @gwern
76K Followers 109 Following Internet besserwisser; pedantic, mean reply guy. 𝘞𝘢𝘵𝘢𝘴𝘩𝘪 𝘬𝘪𝘯𝘪𝘯𝘢𝘳𝘪𝘮𝘢𝘴𝘶! (Follow requests ignored due to terrible UI.)
could be different th... @graystoke
863 Followers 2K Following politics | economics | sociology | tech
repentantallocator @repentantalloc1
190 Followers 313 Following Anonymized tales of funds I shouldn't have invested in and managers I shouldn't have passed on.
Made in Japan 🇯�... @InvestInJapan
12K Followers 987 Following Everything on Japanese Culture & Investing 🌱 Local market insights 🗺️ Quality 📈 Hidden Gems 🔍 Unique mental models 🧠 Views my own. Not investment advice.
skooks @skooookum
135K Followers 748 Following
Daniel Tenreiro @TenreiroDaniel
22K Followers 2K Following daniel tenreiro is a researcher. prev. Thiel Macro, @NRO, @Yale. opinions belong to those who love them
AltayCap @AltayCapital
15K Followers 986 Following Value investor. Istanbul. Nothing I post is investment advice. All my writeups are free. No paywalls. https://t.co/vNBoJqnyTK
Jukan @jukan05
151K Followers 324 Following Tech otakus save the world | Not Investment Advice | DYODD
bookdepth @bookdepth
10K Followers 4K Following adversely selected against in the marketplace of ideas
Gunwale Capital @GunwaleCap
2K Followers 1K Following Not investment advice, views my own, generalist global l/s, cross cap structure. also, not going to have a US recession. #OGHedgefunding
Martin Shkreli @MartinShkreli
539K Followers 9K Following https://t.co/vJE5wyGbhv https://t.co/GUy99qMPSm - join our start-up focused Discord! [email protected]
ComebackCap @ComebackCap
3K Followers 785 Following i tweet about arsenal + markets. corporate sweatshop button clicker
Oh Come On! @BluthCapital
10K Followers 1K Following “There’s always 💵 in the 🍌 stand.” -GOB Sr. || “Do you have any idea how lucky you are to have thousands of people who can tell you you’re wrong?” - Kahneman
Chairman Birb Bernank... @Bonecondor
41K Followers 8K Following spectaclemaker @secretsoupco, futurescouting @addycapvc
Tim @TimTheMM
14K Followers 368 Following market maker in index derivatives not trading advice retired and retarded
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