Ram Ahluwalia CFA, Lumida @ramahluwalia
CEO of @lumidawealth. prev: Founded PeerIQ (exit). ex-Merrill. Equities, Alts & Digital Assets. Non-Consensus Investing. Disproving the EMH one day at a time. linktr.ee/ram_ahluwalia New York Joined October 2008-
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The most impressive wow moment for a consumer product I have had in many years. RayBan Meta. 🚀
China is quietly rallying now that everyone has stopped trying to catch the bottom Check out $BABA $FXI and Tencent The driver I believe is Biden’s recent ascendancy in polls — less fear of Trump Tariffs Read thread below to see how we have tracked China into the bear, to a…
China is quietly rallying now that everyone has stopped trying to catch the bottom Check out $BABA $FXI and Tencent The driver I believe is Biden’s recent ascendancy in polls — less fear of Trump Tariffs Read thread below to see how we have tracked China into the bear, to a… https://t.co/OLEjPwN7Ue
SoFi reports on Monday SoFi *should* share that delinquencies have gone up significantly higher - like all other unsecured lenders are reporting I expect, instead, that management will sell rainbow and ice cream and attempt to pump the stock with hyperbole on the earnings call…
SoFi reports on Monday SoFi *should* share that delinquencies have gone up significantly higher - like all other unsecured lenders are reporting I expect, instead, that management will sell rainbow and ice cream and attempt to pump the stock with hyperbole on the earnings call…
I don’t think investors are taking inflation and deficits seriously enough Why do you think commodities are up and to the right? If you are in cash you have your head in the sand while your purchasing power melts away with compounding
I don’t think investors are taking inflation and deficits seriously enough Why do you think commodities are up and to the right? If you are in cash you have your head in the sand while your purchasing power melts away with compounding
One of the best hires Google ever made - Ruth Porat (CFO / President) Google has low forward earnings expectations. That makes the stock look like low growth stock. I look at that and say ‘low bar to cross - that’s Ruth managing analyst expectations. Everyone reading this…
One of the best hires Google ever made - Ruth Porat (CFO / President) Google has low forward earnings expectations. That makes the stock look like low growth stock. I look at that and say ‘low bar to cross - that’s Ruth managing analyst expectations. Everyone reading this…
Quick Thoughts: 1) Google’s Net Income grew 50% ish YOY. At scale. This is a massive $2 Tn market cap monopoly with a data and distribution moat. (That’s why we own it. And the West Coast VCs put it on sale for us.) Cloud was always an also ran. Cloud is growing…
Quick Thoughts: 1) Google’s Net Income grew 50% ish YOY. At scale. This is a massive $2 Tn market cap monopoly with a data and distribution moat. (That’s why we own it. And the West Coast VCs put it on sale for us.) Cloud was always an also ran. Cloud is growing…
Stripe has a crypto payments rail use case Crypto is the last chapter in the evolution of Fintech Lending, Payments, Settlement… all of that should be done on a transparent, decentralized, cryptographically secure public ledgers
Stripe has a crypto payments rail use case Crypto is the last chapter in the evolution of Fintech Lending, Payments, Settlement… all of that should be done on a transparent, decentralized, cryptographically secure public ledgers
Ryan Selkis (d/acc) �.. @twobitidiot
349K Followers 5K Following founder & CEO @messaricrypto | long crypto, long America, short D.C.
Jesse Powell @jespow
196K Followers 7K Following Co-Founder & Chairman @KrakenFX Founder @Verge_Arts Former pro player @Wizards_Magic #VirtualGoods🎮 Peddler since 2001 #NFT🖼️ Hoarder #Bitcoin Enthusiast
Cameron Winklevoss @cameron
720K Followers 2K Following Co-founder @gemini Co-founder @winklevosscap Guitars @marsjunction
otteroooo @otteroooo
51K Followers 2K Following defi threads ELI5 // crypto patriot otter investigates anything that smells fishy // not financial advice
Jake Chervinsky @jchervinsky
132K Followers 906 Following Lawyer, but not yours. CLO @variantfund. Board @fund_defi. Ex @blockchainassn, @compoundfinance. Tweets are not legal or financial advice.
Laura Shin @laurashin
244K Followers 4K Following Crypto journalist 🎧 Host @unchained_pod 📚 Author, The Cryptopians 👇🏻 sign up for my 💌 https://t.co/mFlM1ZEUWW. Ads: [email protected]
Jason Choi @mrjasonchoi
148K Followers 3K Following Co-founder @Tangent_xyz, host @theBlockcrunch. Ex GP @TheSpartanGroup. Trying to navigate time frames well. Thoughts: https://t.co/bJMqeWDH63
Hal Press @NorthRockLP
55K Followers 520 Following North Rock Digital NFA/DYOR https://t.co/JlM4szjYLa
Ari Paul ⛓️ @AriDavidPaul
227K Followers 2K Following Student. CIO/Founder of BlockTower Capital. https://t.co/nlOn49nyXk…
Hasu⚡️🤖 @hasufl
216K Followers 1K Following strategy lead https://t.co/74GZIbbSl9 strategic advisor @LidoFinance @SteakhouseFi
Vance Spencer @pythianism
92K Followers 4K Following Co-founder @hiframework, board @endaomentdotorg, formerly @netflixjp. nothing I tweet is financial advice, views my own.
Jack Niewold 🫡 @JackNiewold
117K Followers 1K Following Founder of @CryptoPrag (acquired). Now writing and angel investing.
Kyle 🐂 @KyleLDavies
53K Followers 812 Following Builder, advisor, trader https://t.co/qAjg8Cawmp @oxfunhq @oxfun_cn $OX Maximalist 🐂
Dan Tapiero @DTAPCAP
115K Followers 4K Following Founder/CEO/CIO/Managing Partner- @10tfund and @1RTPartners. DTAP Capital ('03) AGCOA ('06) GBI ('09). Macro PM-20yrs. 5GOATS. Btc+Bullion hodler.
Tyler Winklevoss @tyler
1.0M Followers 3K Following Co-Founder @gemini Co-Founder @winklevosscap Vocals @marsjunction
Yano 🟪 @JasonYanowitz
108K Followers 5K Following founder @blockworks_ | host @theempirepod | @pleasrDAO
ImBeneficial @ImBeneficial
858 Followers 247 Following Eagles don't flock with Turkeys 🙌 @imbeneficial on ALL social platforms. I like to Invest. @RobinhoodApp #HOOD ambassador.
Raider @Raider_shill
5 Followers 12 Following
Eric Sotomayor @EricSoto77
17 Followers 90 Following
J @J1couture
217 Followers 137 Following
Smart88 @Smart8816
29 Followers 174 Following
MarcusHosea66 @MarcusHosea66
122 Followers 124 Following
RichardBruce9e @RichardBruce9e
131 Followers 122 Following
BitBul 🐂🧙🏽 @BitBleen
12K Followers 7K Following Informant and researcher in the field of digital decentralization of Web3 .
Kate Engard, MS, CSCS @kateengard
1K Followers 1K Following Consultant - I help small teams do big things. Innovation | ML | Human Performance. 🧬#dataownership #NIL 🔬👀peep my GPT to help English Teachers apply NLP
RoryBeerbohmf4 @beerbohmf481639
43 Followers 82 Following
HobartPhilipCb @HobartPhilipCb
110 Followers 148 Following
david @david23492347
221 Followers 3K Following
Orie Steele @OR13b
1K Followers 2K Following Co-founder & CTO @TransmuteNews Fullstack Hacker // Web Standards // Applied Cryptography. RT != endorsement, opinions are my own, I speak my mind.
Rahul Bansal @rahulbansal17in
343 Followers 5K Following
Ivo @100xBullish
619 Followers 977 Following My (re)tweets are not financial advice, just a true believer | Join me as I tweet my way to financial freedom!
Ethan Hafner @EthanHChicago
13 Followers 122 Following
PoppyRalph6bE4 @PoppyRalph6bE4
49 Followers 90 Following
Gustavo Rojas Green @grojasgreen
116 Followers 500 Following
cryptjitzu @cryptjitzu
181 Followers 5K Following crypto by day training by night MMA/Crypto/Whatever connoisseur w/ over a decade of experience working in traditional banking. #BTC #Cryptocurrencies #MMA
Not a Noob Investor @PechoPeludo34
57 Followers 15 Following
Ilya Cheremnikh @Ilya_Cheremnikh
32 Followers 153 Following
Trey gotti @Treygottibaby
176 Followers 377 Following Living life like every second is accounted for
Amelia Penelope @NaturalJasz09
19 Followers 209 Following 'CHALLENGES' "Are What Makes Life Interesting , Overcoming Them Is What Makes It Meaningful."
Ryan @juicemcgooser
46 Followers 38 Following
kirtipatel @kirtipatel
79 Followers 103 Following
@alinbarat @alinbarat125225
37 Followers 310 Following
Hmys @__HMYS__
359 Followers 642 Following We are going to get programs smarter than humans by 2026 They will not care about humans Their plans will be enacted and all humans will die as a side effect
Oleg_8* @Oleg_8_gwiazd
808 Followers 2K Following #MafiaPis #DelegalizacjaPis #KoniecKonkordatu #SiećNaWybory #SilniRazem
Stefan Luebeck @CryptoEva
1K Followers 481 Following Trading4Life | Cryptoenthusiast | Marketexpert & Chartanalyst @btcecho | https://t.co/fNoE8SPMLG
Виталий Неп.. @nepomnasij33611
0 Followers 8 Following
Siow Choon Tong @fb3600
32 Followers 79 Following
Sergej Wecker @wecker94179
19 Followers 41 Following
Saumik Tiwari | Found.. @SaumikTiwari
586 Followers 602 Following access to top YC startups at @attackcapital | alum @ycombinator | I write deep dives on startups / secondaries https://t.co/PQpdJrwurz
Reedy Lagoon @ReedyLagoonASX
777 Followers 2K Following Reedy Lagoon plans to produce lithium for direct sale to battery manufacturers by finding and processing lithium-bearing brine. $RLC #RLC $RLC.AX
sla @Henriqu73086553
35 Followers 180 Following
XT @xtslcxtslc
11 Followers 52 Following
One Global Token @OneGlobalToken
23 Followers 597 Following Pioneering seamless Blockchain interoperability with ASE (Adaptive Scalability Engine) by OGT. Driving innovation with scalable, sustainable crypto solutions.
Za @ZaStockss
90 Followers 670 Following My trading and investing journal where I share charts, trading ideas, and market thoughts. Posts are not financial advice.
CompoSecure @CompoSecure
2K Followers 3K Following CompoSecure, Inc. (Nasdaq: CMPO) is a leader in metal payment cards, security, and authentication solutions.
Rohus_n @rohusn2020
0 Followers 264 Following
derrickss @derrickss3
55 Followers 371 Following
MBOLIGASSIE Yves Aris.. @YvesJumeaux
852 Followers 2K Following
Khrno @Khrno3
63 Followers 348 Following Entering the Twitterverse for the alpha not the clout. Will probably end up working at McDonalds.
Ryan Selkis (d/acc) �.. @twobitidiot
349K Followers 5K Following founder & CEO @messaricrypto | long crypto, long America, short D.C.
Adam Cochran (adamsco.. @adamscochran
217K Followers 4K Following (Something New), Partner@CEHV, Adj. Prof Info Sci, SC @synthetix_io, @amphoraprotocol.
Frank Chaparro @fintechfrank
185K Followers 2K Following Host of The Scoop; Director of Special Projects @TheBlock__. Former Journalist. New Jersey-born. 7 years in crypto. Here for a good time, not a long time.
Arthur Hayes @CryptoHayes
504K Followers 16 Following Arthur Hayes, Co-Founder of BitMEX & CIO @Maelstromfund
Jesse Powell @jespow
196K Followers 7K Following Co-Founder & Chairman @KrakenFX Founder @Verge_Arts Former pro player @Wizards_Magic #VirtualGoods🎮 Peddler since 2001 #NFT🖼️ Hoarder #Bitcoin Enthusiast
FatMan @FatManTerra
117K Followers 205 Following FatMan from the Terra Research Forum Cryptocurrency & finance researcher I provide updates on the Terra situation as it unfolds. Tweets are my own opinions.
Chris Burniske @cburniske
288K Followers 2K Following Partner @placeholdervc; co-author #Cryptoassets 📔; formerly led crypto @ARKinvest. Xeets not financial advice. Disclaimer: https://t.co/Xp0VJsuufc
Cameron Winklevoss @cameron
720K Followers 2K Following Co-founder @gemini Co-founder @winklevosscap Guitars @marsjunction
otteroooo @otteroooo
51K Followers 2K Following defi threads ELI5 // crypto patriot otter investigates anything that smells fishy // not financial advice
Jake Chervinsky @jchervinsky
132K Followers 906 Following Lawyer, but not yours. CLO @variantfund. Board @fund_defi. Ex @blockchainassn, @compoundfinance. Tweets are not legal or financial advice.
Laura Shin @laurashin
244K Followers 4K Following Crypto journalist 🎧 Host @unchained_pod 📚 Author, The Cryptopians 👇🏻 sign up for my 💌 https://t.co/mFlM1ZEUWW. Ads: [email protected]
Jason Choi @mrjasonchoi
148K Followers 3K Following Co-founder @Tangent_xyz, host @theBlockcrunch. Ex GP @TheSpartanGroup. Trying to navigate time frames well. Thoughts: https://t.co/bJMqeWDH63
Hal Press @NorthRockLP
55K Followers 520 Following North Rock Digital NFA/DYOR https://t.co/JlM4szjYLa
Avraham Eisenberg @avi_eisen
39K Followers 1K Following Applied game theorist. blog occasionally at https://t.co/WaEeKoB8pk, formerly https://t.co/7pCTSXyDWp "not ... a very serious person" - Scott Alexander
Ari Paul ⛓️ @AriDavidPaul
227K Followers 2K Following Student. CIO/Founder of BlockTower Capital. https://t.co/nlOn49nyXk…
Jordi Alexander @gametheorizing
98K Followers 670 Following Founder @SeliniCapital ; Alchemist @0xMantle; Lad @0xSteadyLads; Game theory aficionado ; Angel investor and advisor ; It’s Philosophy all the way down.
0xngmi @0xngmi
105K Followers 254 Following Building a transparent defi dashboard at @defillama. Code llama @llamapay_io @sealed_art @smolrefuel Would rather be right than make money
LlamaIndex 🦙 @llama_index
63K Followers 24 Following The way to connect LLMs to your data. Github: https://t.co/HC19j7vMwc Docs: https://t.co/QInqg2zksh Discord: https://t.co/3ktq3zzYII https://t.co/UXeIlwvvbA
Sam Rosenblum @sjrosenblum
7K Followers 1K Following investing in crypto @haunventures; previously @coinbase, @polychain
Laura Brookover @laurabrooksie1
921 Followers 396 Following Crypto, lots of TV, books sometimes, design, Iceland, other stuff. Litigator/lawyer @consensys.
Lawrence Whitnall @LawrenceWhitna2
22 Followers 205 Following
InspoCrypto @InspoCrypto
42K Followers 2K Following „You can ignore the tsunami, but the tsunami will not ignore you“ - Youtube: https://t.co/GTZPTEhL9b
Saumik Tiwari | Found.. @SaumikTiwari
586 Followers 602 Following access to top YC startups at @attackcapital | alum @ycombinator | I write deep dives on startups / secondaries https://t.co/PQpdJrwurz
RS Singh @RSSingh81
315 Followers 2K Following Father, Friend, CPA, Mediocore Thinker, Probability, Investor, Stoicism, Minimalism & Simplicity. Trying to get less ignorant everday.
Scott Farquhar @scottfarkas
48K Followers 726 Following Co-Founder and CEO of Atlassian. Co-founder of Pledge1%. Startup investor. When not working, I love spending time with my wife and 3 sons.
Andrew Collins @AndyCollinsSP
3K Followers 2K Following 20yrs #sportstech #sportsbiz co-founder and investor. 3 exits via News, Genius Sports and Sportradar. People first. All music, all sport, all nations.. all good
Officer Donut @creepzander
1K Followers 526 Following Investment Strategist | Stocks | Crypto | Combination FA&TA | Economic Correlations | New Technologies | Tweets are Personal Opinions
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
chamotherat 🔮 @chamo1
1K Followers 3K Following Proud Father of Joey and Tyler, Husband, Brother, Son.
Ray Myers @TheRayMyers
340 Followers 233 Following Author of "Global Equity Briefing" newsletter. Deep-dives and analysis of global companies. Tweets on all things investing!👇
Scott Andrews @ScottAn19071131
157 Followers 2K Following Civil engineer and full on nerd. Open minded and curious how the everything works.
El Professor @aforafro
3K Followers 3K Following I teach 👨🏫, I take 📸📽, I collect 🖼 and I'm a creative 🥷 by (uhm) I guess all the time. Memecoin Maximalist 😅
scoutsaber.eth 🇺�.. @scoutsaber
406 Followers 1K Following Atleti, Borussia Dortmund, AFC Wimbledon. "I have made a series of very bad decisions and I cannot make another one." he/him
AlmostBlueChip.ETH @AlmostBlueChip
4K Followers 4K Following NFT and Crypto Enthusiast, https://t.co/XGMj0xf9Bn, Lil Pudgys, The Grapes, Kodas, MemeLand,
papabones 🍌 @papabones2077
7K Followers 6K Following BAYC 8718 / MAYC 26873 / KONGZ 485 / 1 CHECK 235 / RUBBER 135 / RENGA 8040 / DYSTO 10 / TEAM BONES https://t.co/xaAt1MMgXt $smole
ALLEN 🐺🎯 @Allenbaez126
8K Followers 4K Following Early stage web3 investor, Brand Ambassador for @solsniperxyz & @wolfcapital_ | jpeg enjoyer of $SOL & #bitcoin | #spaceshost ✝️🇵🇷
BeTheYoda @SiValleyBoy
144 Followers 2K Following “the magic you are looking for, is in the work you are avoiding” Graham Weaver
Jason Shuman @JasonrShuman
11K Followers 3K Following General Partner @PrimaryVC focused on NYC, Vertical AI, Consumer, PropTech & Software for the broader Built World | Fmr @Uber Driver | BOD @info4pi
Denis Rusinovich @DenisRusinovich
1K Followers 3K Following Digital Assets | Mining REE | Energy | Corporate Finance | Art | ⚫@IandD_Advisory / @BTCMiningGroup | prev: DDH (GenesisDigitalAssets-GDA) @EBRD
Luke Leasure @0xMether
59 Followers 201 Following question assumptions, challenge conventions, embrace uncertainty, explore complexity Research @blockworksres / formerly @blkswanresearch
Vinny Vidi Vici Show @vinnylinghampod
692 Followers 13 Following Welcome to Vinny Vidi Vici, where complexity becomes clarity. Hosted by serial entrepreneur @VinnyLingham 👇WATCH NOW👇
Derek Wall @derekwall
9K Followers 58 Following ex https://t.co/wTmDX7KhRY, Rakuten, Bicoastal gypsy OC/Miami, Polo addict - Founder & CEO of HUBX ($400M ARR startup) Angel Investor, @Figure_robot, Harvard Business School
Fernando Valle, CFA @HedgeyeENERGY
11K Followers 1K Following Sector Head for @Hedgeye Energy. Not Investment Advice. Formerly at Bloomberg and Citi.
Jay Van Sciver @HedgeyeIndstrls
16K Followers 3K Following Industrials & Materials Sector Head at Hedgeye Risk Management; on HE Arena; Not Investment Advice https://t.co/W18yedTtTV
chintokkong @chintokkong
191 Followers 86 Following
Avra @Avra_b
1K Followers 285 Following @DatabuttonHQ Community Lead. Helping Developers to Build Web Apps with AI stacks & Large Language Models | Biophysics, PhD Candidate
Bryan Beal 🎧 @bryanrbeal
9K Followers 2K Following Head of Global Field CTO Office @snowflakedb | Founder @vouch_social | Law Enforcement volunteer | PERSONAL ACCOUNT AND VIEWS EXPRESSED ARE MINE ALONE.
Sarvesh Karkhanis @rizz_sarvesh
26 Followers 95 Following Worked on a Moon Rover and Medical Devices. Robotics, AI, Healthcare VC. Got locked out of my previous account @sarveshinvents. Carnegie Mellon / Stanford
Steve @Resonator_Steve
126 Followers 0 Following Software Engineer, Game Designer, Founder Formerly Bioware, EA, Westwood, and some indies
qualityperspective$ @qualityperspec1
68 Followers 233 Following Top perspectives from Twitter Finance community. Try aggregating best content and views. "Likes" have the good tweets I save
Dan Calladine @dancall
5K Followers 6K Following Head of Media Futures for Carat Global, interested in all things media, digital and edible. I've hit my 'follow' limit; apologies for not following you back!
LiveSquawk @LiveSquawk
284K Followers 2K Following Up-to-the-second financial markets news. Try our audio squawk service today: https://t.co/vzxJlLhRIv
UncoverAlpha @UncoverAlpha
920 Followers 1 Following A newsletter focused on providing quality and data-driven analysis on innovative companies in the tech space. The newsletter is run by @RihardJarc
David Augustine @David_AugustVC
460 Followers 98 Following Entrepreneur // Husband // Father to 3 awesome kids (MIT / Pomona / UChicago)
Jonathan Moffat @thejmoffat
122 Followers 103 Following Helping practice owners and business owners build their income while working less Message me to work together!
Vizsla @AnotherVizsla
363 Followers 959 Following Validating on the Ethereum and Gnosis chains. @rocket_pool validator as well. Moonshotbots because public goods are good.
Anthony P⭕️wer @cazenove_uk
14K Followers 280 Following Co-Founder of Power Mining Analysis. Provide content for @compass_mining and @coindesk https://t.co/CIkwl2AzX6You won’t last an hour in the asylum I was raised
Not gonna lie, hurts to have the court refer to my work as "disreputable" 🥺
Video games are the most lucrative form of media They're mainstream despite rarely being considered that way The most popular movies and TV shows are gaming IP (Last of US, Fallout, Uncharted, Sonic etc) But it's an industry in crisis, ripe for disruption.
I didn’t realise that the music business is so small
speculation is the first and most potent use case of crypto, and this is a GOOD thing intellectually dishonest of those who have gained wealth, power, and fame via crypto to frame speculation as an illegitimate or unproductive use case speculation powers the engine of growth
@bindureddy @ramahluwalia Just one example. Mark remembers and so does Tim… theverge.com/2019/1/30/1820…
The most impressive wow moment for a consumer product I have had in many years. RayBan Meta. 🚀
@ramahluwalia The chipotle hate on social media is very real right now. Top is in
@ramahluwalia Lots of social proof here. @rendernetwork
@ramahluwalia Sure but it will be 10x less than GPT-4/Gemini given it's a much smaller model
@ramahluwalia Btc is a commodity? In 2022 everyone was calling it a tech stock.
@Orlando_btc (He's building a KYC nontransferable token that can't interface at all with any crypto infrastructure)
@recmo A friend’s response to this: “Maximizing a high GDP (i.e post Maslov) society’s total happiness is , I think, about maximizing non-zero sum hero journeys. The more people who can think they are on a special journey the better.”
I think this is true to a degree which few realize. Everyone needs to feel a sense of purpose through their own perception of their hero’s journey, and issues/conflicts will be manufactured to fill that vacuum if they don't otherwise exist.
@ramahluwalia Meta & Google gave the perfect biz FCF to fund all of this . Perhaps Meta were a tad unfortunate coming out 1st, this week with AI cap ex spend. They all need to do it. Market still gag reflex from 21 reality labs ER call, when the biz was flatlining, unlike now.
@ramahluwalia Great clip! Does the new vision make you more bullish Meta, or more scared somewhat ?! Winner + 1 takes all, it’s so true!
@ramahluwalia What do you mean by « taking on » ? and on which segment ?
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