Super Future Proof @sfproof
Former sell-side analyst; ex-partner at a $20B multi-strat hedge fund. Joined December 2010-
Tweets131
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Anthropic just poached the guy who was heading OpenAi’s custom chip with $AVGO
Personal update: I’ve decided to leave OpenAI. I’m proud to have been part of the custom chip program and grateful to everyone I got to build with and learn from along the way. The density of hardware talent on that team is extraordinary, and I don't think there's a better chip
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@zoink 100%. Building ad a non-technical person has been so fun. I have almost 250 commits to GitHub in the past couple months.
@Hedgeye ROIC layup
Step 1: Buy a sh*tload of GPUs Step 2: ? Step 3: Profit
@altcap Assuming this happens, we need strong guardrails and perhaps 2/3 majorities reallocate proceeds away from taxpayers.
@DarioCpx I told you not to be a panican. Everyone needs AI growth to work … that’s the side of the trade you need to be on.
@karim_yourself @Salmaaboukarr @PJaccetturo @directorquach Bonnie Taylor was unexpected
@theallinpod @DanielSLoeb1 DL taught me more about investing that just about anyone. Great mentor and an all around good dude.
@LynAldenContact Unexpected. Solid list.
@demian_ai Super impressed with what you’ve built. I’m actually guest lecturing on AI + Investing and used it an an example of building workflows with AI. Students loved it.
Brent is roughly $97 today. WTI is at $93. Both are down over the past month. War premium has been in since March. All these “events” are basically noise in an already disrupted M.E. If peace talk fail, oil rips. If peace talk continue structural arguments like underinvestment / CPR refill demand / supply chain damage will be viewed as transitory.
@Yeah_Dave Where are you seeing / sensing fatigue? Curious how you measure.
@GoogleResearch The amount of innovation at $GOOG 🤯
@CKCapitalxx Traded from the course today, so no. LFG 🚀
“$150 is a certainty” and “the long end of the curve is underpriced” can’t both be true. If it were certain, forwards would already be there. Brent’s ~$95, down ~20% from April’s $138 highs, its worst month since Covid , on ceasefire odds. The market’s pricing normalization, not your shock. The Trump administration has said the only thing that gets us out of this debt spiral is growth. Don’t be on the wrong side of that trade, we’re going higher. $BRUN $MRVL $COHR $LITE $NOK $ALAB $DRAM $FCEL $IREN $AEHR $LWLG $AAOI
@mkfilko Well written and much needed 🫡
Matt Wesney @D3VAUX
12K Followers 855 Following human. builder. consciousness. ai systems/safety. physics. music production. technical 3d artist
Trainium42 @trainium42
1 Followers 41 Following
Hanz Franz @HanzFra46892056
4 Followers 110 Following
Aggiboi @GautiAravindh
19 Followers 2K Following
LYZ @apexminibot
86 Followers 947 Following
dylan ツ @demian_ai
17K Followers 2K Following GTM for @nebiustf @nebiusai // ex @Scaleway // from silicon to token, inference and anything in between. Views are my own - not financial advice
Diogo @DiogoGuiRosa
2 Followers 959 Following
Michael Sikand 🦑Pr... @michaelsikand_
63 Followers 2K Following Investor & Entrepreneur || $47M AUM @joinautopilot || $KRKNF at $3 || Positions Will Change + Not Financial Advice || Prev exit @MorningBrew || Forbes 30u30
Jason Luong @JasonLCapital
92 Followers 1K Following I stopped day trading and built a system that takes 15 minutes a week. Now I share it here. Free LEAPS Cheat Sheet ↓
Darius @risk2rise
263 Followers 232 Following
Eugene gu @Eugenegu3
14 Followers 86 Following
LAMINAR @LAMINAR27174405
125 Followers 1K Following Interventional & Structural Cardiologist | Long-Horizon Investor | Bottlenecks over Hype | AI | Energy | Semis | Robotics | Space | Defense | Biotech
Dan Kirkham @DanKirkham7
44 Followers 298 Following
Elshad @Elshadme
1 Followers 469 Following
bwgmoney @0xbrianw
72 Followers 2K Following
Gublos• @Gubloinvcstar
1 Followers 559 Following Retirement 2 year's ago at 33, Small &Mid cap expertise, 80%+ winning ratio in earnings predictions, Subscribe for Swinging trades signals, Multibagger &Penny s
Varshika Prasanna @varshikaARKk
48 Followers 3K Following Research Analyst @ARKInvest focusing on digital wallets, payments and commerce 📱🛒🛍️💳💰 Disclosure: https://t.co/ykWFrdSIjv
Gaetano @crux_capital_
47K Followers 515 Following Photonics/Physical AI Company Coverage + New Ideas On Substack https://t.co/6T2naqbkXV
Dr J Rould @jrould_zz
3 Followers 341 Following Stocks and photography. Full time investor with X addiction. Early $AAPL $RKLB $PLTR quantum etc. I'm also very funny and have a degree in philosophy
21millionreasons @21millreasons
183 Followers 525 Following
blood hound @bloodhound16958
34 Followers 499 Following
Richmond Qua @richkostka
56 Followers 220 Following
Silvesteryo (テイ�... @teikhon
227 Followers 1K Following
B B @BB741044494173
23 Followers 35 Following
Gemini Rising @pamtown40
390 Followers 2K Following Love selling puts on high Iv stocks that drop & undiscovered small/mid caps. Aiming for 5-10%/month. Safer hedged plays. Sell nothing. No discord. Not advice.
Matthew Sin @MatthewSin5117
93 Followers 291 Following
@Dan @DanielHembery
361 Followers 2K Following
paul waters @timeywww
23 Followers 1K Following
DaDankEngine @DaDankStocks
5 Followers 111 Following
W🐐$BEYOND $MOJO @thetowerofcell
363 Followers 8K Following
Muhammad yousuf @youxuf85
66 Followers 910 Following
HugeMistake @HugeMistakeXD
585 Followers 727 Following
Lolol @Lolol9999761166
28 Followers 443 Following
Nyjal Augustine @nyjal_augustine
4 Followers 193 Following
Max Margenau @MargenauMax
63 Followers 460 Following
David Sacks @Tsla_all... @OBHGOONZ
243 Followers 2K Following Tech entrepreneur & venture capitalist. My opinions only. Verified account: @davidsacks47 🚀 Founder ○ https://t.co/jvinqpUyF8
AlmaCap @AlmaCap114204
16K Followers 201 Following Escaping the permanent underclass by touring Korea Tweets for entertainment and are not financial advice. https://t.co/tN9HQwtFlc
Danny cheng 22 @_dannycheng2O2
30 Followers 680 Following Tsla, pltr and nvdia investor. I use my homily charts for investing. Not financial advice. Tesla car owner, piano self learner. Don’t follow me as I’m stupid.
Shrimp Among Whales @Shrimp_a_Whales
2K Followers 1K Following Born in 🇳🇴 Trained in 🇺🇸🇬🇧 Found love in 🇰🇷 Scouring mkt for asymmetric opty — deeply nimble 🍤🐳 NFA
Bjo852 @Bjo852
61 Followers 223 Following
jeffrey lee @jeffreylee2026
0 Followers 15 Following
SnicketyLemon @SnicketyLemon88
38 Followers 562 Following
Dustin Podell @dustin_podell
1K Followers 1K Following All the power of creation right at our fingertips. Making models @bfl_ml https://t.co/xMaJiOl7Y0
Brett Caughran @FundamentEdge
58K Followers 4K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
Hugo Navarro @HugoNavarroPer2
8K Followers 61 Following PM and writer of Undervalued and undercovered. https://t.co/Z8gNyWJt5M
Forge @Forge_Global
3K Followers 448 Following Forge is powering a global private market that is transparent, accessible and seamless for companies, their employees, investors and institutions.
ShortSeller @ShortSeller
61K Followers 2K Following Follow/Set Notifications! AFPR.COM- Lehman Brothers, Raymond James, JackShu HF (since 1987) https://t.co/Ogi49pYcGD
Tren Griffin @trengriffin
108K Followers 588 Following I'm a consultant and business owner. I worked at Microsoft for decades and was a partner at Eagle River, a private equity firm. I serve on several boards.
Thinking Machines @thinkymachines
155K Followers 1 Following Thinking, beeping, and booping. @tinkerapi
Mira Murati @miramurati
621K Followers 618 Following Now building @thinkymachines. Previously CTO @OpenAI
CryptoCondom @crypto_condom
155K Followers 2K Following
tylercowen @tylercowen
317K Followers 547 Following new book *Talent: How to Identify Energizers, Winners, and Creatives Around the World*, https://t.co/7bU5cTWLzc, Conversations with Tyler, The Free Press.
Max Weinbach @mweinbach
293K Followers 8K Following Analyst @creativestrat | Analyst and Market Research Firm | Typo ignorer Email: [email protected]
Alex Mason 👁△ @AlexMasonCrypto
217K Followers 108 Following Master Builder of Generational Wealth in Crypto.
Craig Shapiro @ces921
77K Followers 2K Following Ninja Trader Live: Senior Macro Strategist, Cross-Asset Trader 20+ years, Ex-SAC, Ospraie, Graticule and Circle Lane Capital
Jack Farley @JackFarley96
88K Followers 6K Following Co-founder of Monetary Matters Network: https://t.co/yANVgsTvJU
Investor_NICK @Investor_NICK_
19K Followers 4K Following Bio/Tech 🧬 Investor | Lifelong Learner 📚 | Traveler 🛩 | Tweets are my own opinion | Not investment advice
Bull Theory @BullTheoryio
194K Followers 76 Following News, Research, and all other Global market stuff simplified.
Barchart @Barchart
519K Followers 591 Following Financial Markets | Trading & Investing Tools | Charting | Stocks | Options | Futures | Commodities | Forex | News | & Much More
JustDario @DarioCpx
110K Followers 393 Following Entrepreneur | Angel Investor | Asymmetric Bets | Here to share my opinion and research on Stocks, Value, Macro and Facts.
Markos @MarkosAAIG
10K Followers 179 Following Founder AAIG. Building a multi-analyst multi-sector platform bringing institutional-level research to retail. Currently: HBM, AI infrastructure and defense.
Jason Luongo @JasonL_Capital
47K Followers 764 Following NO FINANCIAL ADVICE. Finance. Fitness. Faith. I use options to get paid while building positions in high-conviction growth stocks. Free LEAPS Cheat Sheet ↓
kokycpcb @pcbanalysis
6K Followers 74 Following Senior PCB Industry analyst in Taiwan. Our team offers unmatched expertise in executing deep-dive, fundamental analysis of the global PCB supply chain.
Sarah Friar @thefriley
21K Followers 298 Following CEO & CFO ∙ Walmart, Consensys, Operation Hope, Blavatnik and Stanford Digital Economy Lab Boards ∙ Ladies Who Launch co-launcher ∙ Mum x2 ∙ N. Irish
Thomas Laffont @thomas_coatue
2K Followers 1 Following
Roman Chernin @romanchernin
12K Followers 534 Following
CJ @CJ900X
98K Followers 1K Following Trader of Magic Internet Money. Not Financial Advice. No paid services.
IPO Newsroom @IPONewsroom_
22K Followers 101 Following Your IPO newsroom. S-1 filings, pricing updates, debut coverage, and post-IPO performance.
Kevin Chen @Defiantclient2
6K Followers 730 Following $ASTS, $QS, $AUR | economics, theology, philosophy, and the UAP phenomenon | Lost access to @Defiantclient
Tut C🅰️pital @kingtutcap
34K Followers 186 Following Critical and sarcastic thinker. Graduate from the school of life. Always learning. Never financial or investment advice.
MarketMaestro @MarketMaestro1
46K Followers 728 Following Economist, Long-Term investor, tries to see far, technical analysis but after fundamental analysis, Clear vision Patreon: MarketMaestro
Futurist | 10x Disrup... @futurist_lens
28K Followers 68 Following Spotting 10× disruptive stocks before the crowd. Photonics • Space • AI Infra • Defense • Robotics $AAOI $AEHR $AXTI $RKLB $OUST $VPG | Not financial advice
Fabian @iamfabian
3K Followers 3K Following Fabian, first (ever) of his name. T&M, optics, copper, photonics, DCI, art, music, & endurance sports. NFA. Not investment advice. Not any advice. My own views.
Everyday Astronaut @Erdayastronaut
2.1M Followers 635 Following Professional rocket orientation specialist, explainer of flamey stuff and rocket chaser. Bringing space down to Earth for everyday people 🚀
John Tinsman @JohnTinsman
6K Followers 584 Following Low Marginal Cost High Growth ETFs Founder @AOTINVEST PM: AOTG ETF & AOTS ETF $AOTG $AOTS Twin State Inc - Fertilizer Manufacturer Dad 4X Not Financial Advice
InvestmentGuru @InvestmentGuru_
41K Followers 1K Following Tracking disruptive innovation | AI • Space • Robotics • Biotech | Long-term investor | Asymmetric opportunities |Compounding |Not financial advice | 🇨🇦
leki ⚔️ @mkfilko
13K Followers 619 Following With great risk comes great reward, always hunting for the next 10x - $BRUN, $MRLN, $IQE, $AMPG, $EOS.AX, $SHT, $AIRJ, $INFQ, @AionAnalytics
Retail Mourinho @retail_mourinho
24K Followers 600 Following Playing the game until the cubicle is optional
OptimusDelta @OptimusDelta
11K Followers 426 Following 🏴☠️ Foras Admonitio 🫦 Defense - Space - Deep Tech Link to my lil discord server https://t.co/OSrpTXMiwn
PhotonBull @PhotonBull
40K Followers 1K Following Photonics Defense Space AI Business inquiries: [email protected]
Maj Soueidan @majgeoinvesting
19K Followers 2K Following Full-Time Microcap Investor, 30+ yrs | Tennis, Blues Guitar, Football | @GeoInvesting, @MSmicrocaps, @InfoArbMonitor | Quality Matters
Jason's Chips @jasonschips
8K Followers 58 Following Gen Z semis & AI L/S investor focused on first principles & economics | 7k+ subs on Substack & top 25 in technology | Free (somewhat funny) X articles biweekly
Gavin Baker @GavinSBaker
248K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
CK Capital @CKCapitalxx
51K Followers 323 Following Finding 10x plays in defense, space, and tech, and photonics. DYOR NFA For business: [email protected]
Jukan @jukan05
140K Followers 319 Following Tech otakus save the world | Not Investment Advice | DYODD
Irrational Analysis @insane_analyst
40K Followers 98 Following Engineering-Driven Investment Analysis
Chris Barber @chrisbarber
12K Followers 1K Following Startups, AGI prep, emotions, walkability. Interviewed: @tylercowen, @jeremyphoward, +more. I read DMs. Highlights: https://t.co/EgqEFGu40p
BULL OF BRITAIN @BULLOFBRITAIN
26K Followers 523 Following Existence can be beautiful or ugly, but its on you. Delusional Optimist Disciple of GCR / Phalanx brother to DegenSpartan
TBPN @tbpn
694K Followers 968 Following Technology's daily show. Hosted by @johncoogan & @jordihays. Streaming live 11a-2p PT every weekday. Sign up for TBPN's daily newsletter at https://t.co/Nhf5ohjInO.Trends for United States
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