Nafi Chowdhury @shiraj_c
Joined April 2022-
Tweets11
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Followers94
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Following2K
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Likes16K
1/8 AI-generated art is NEXT LEVEL 🧵 You only get 25 free images with @midjourney. I paid $30 for it so you don't have to. This is what I found. Unbelievable. The Rainy Cyberpunk City collection: Rio De Janeiro, India, Tokyo
We've built THE list of VC lists. 23 databases. 220k+ investors. 100% free. Please like + RT this tweet to help a founder out. Aaaand... here we go 👇
Why did my school ban access to all the major crypto and NFT websites??
Aiden Asher @AidenAsher66
412 Followers 6K Following The link on my profile will take you to a lucrative platform where you can earn money daily. This is the best project I ever came across in my entire life. Wow!
Joyce Rudolph @gRuh6wAIOA
2K Followers 2K Following I am always keen to communicate and accept other people’s perspectives Doubt is the source of wisdom AI advocates dream of a smarter future powered by AI.
Donna @Donna8901318253
91 Followers 3K Following
Vote Vote Vote @dekylennovy
334 Followers 1K Following Seize the day, for fleeting youth never returns.
Michael Burry Archive @BurryArchivve
168 Followers 6K Following Archive of @michaeljburry tweets Stock tracker @BurryTracker
Marc Andressen 🇺�.. @pmaarcaa
11 Followers 316 Following Techno-optimist. E/acc. Technology brother. Move Fast and Make Things. p(Doom) = 0; p("1984") = not О.
Allen Nelson @AllenNelso39041
31 Followers 562 Following The link on my profile will take you to a lucrative platform where you can earn daily. This is the best project I ever came across in my entire life. Wow!
The AI Investor @The_AI_Investo
5 Followers 235 Following NVDA TSLA | NVIDIA Daily | Join my Patreon to learn about AI/NVIDIA/Tesla Investing | A fan of Jensen Huang & Elon Musk | My posts are not investment advice |
Ben Lang @_cap_zay
35 Followers 795 Following Angel investing, building @nextplayso, prev early Notion team Subscribe: https://t.co/jBMYMtdZ4U
Lady of Crypto @LadyofyrCpto1
58 Followers 2K Following Crypto investor + trader. Focus on undervalued alts. Always take profit. I won't DM!
Seauwhey @seauwhey61267
9 Followers 2K Following
Antonio Linares @alcc2022
4K Followers 2K Following Early $AMD, $TSLA, $PLTR, $SPOT and $HIMS investor. Join 7,400+ deep thinkers. This is my only account.
John Arnold @JohnAnoldFndtn
86 Followers 897 Following Co-chair of Arnold Ventures. Fighting specials interests and status quo bias to build systems for people.
BTC Sessions😎 @BTCsecsions
3K Followers 2K Following Host of the BTC Sessions on YouTube. Powered by @thebitcoinwell nostr:#npub1rxysxnjkhrmqd3ey73dp9n5y5yvyzcs64acc9gOk2epcpwwyya4sphnp8
Stock goat @KyIeWhiteGOAT
166 Followers 1K Following CEO OF STOCK GOAT YOUTUBE👇 $SOFI HIGH GROWTH ONLY, FINTECH 🚀
Bob Elliott @_BobEUnlimited_
62 Followers 4K Following CIO at @UnlimitedFnds I PM of $HFND | Fmr IC @Bridgewater | all comments are personal views and not investment advice
Chloe_Ouelle @ChloeOuell97118
15 Followers 2K Following
Chris Hudson @ChrisHu49956225
360 Followers 4K Following
rkhe9dcugp @a2em7w62o13
3 Followers 366 Following You are now invited to join a (cryptocurrency) discussion group created by an international team of financial analysts. ws link:https://t.co/OUiTOApBoW
Shanghai Macro Strate.. @ShanghaiMacro_
316 Followers 1K Following China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West. Contact:
AuraAmp @amp_aura36456
48 Followers 2K Following
Rihard Jarc @JarcRihard1
46 Followers 2K Following Investor & writer uncoveralpha. Tweets are only opinions. Subscribe to the Newsletter and join +10.000 investors reading company/industry deep dives👇
Stetos @Stetos318558
46 Followers 2K Following
The Reluctant Investo.. @TheReluctantln2
24 Followers 609 Following Retired in 2020 living off #ISAs and #SIPP #pension. Reluctant investor who’s picked up more about investing than he ever wanted to
Senelef @Senelef149423
38 Followers 2K Following
_AAMegB_8J2 @Aamegb825810
22 Followers 1K Following
Elon musk @EMusk79003
127 Followers 5K Following
Alexandra @Alexand56951927
31 Followers 2K Following
Elon Musk @elon_musk6483
11 Followers 1K Following
CrysSrnd_40 @cryssrnd60171
22 Followers 573 Following A lie can travel halfway around the world while the truth is still putting on its shoes
Yoshiko @tasyanding
114 Followers 6K Following Human wisdom holds three keys, one to unlock numbers, one to unlock letters, and the other to unlock musical notes. Knowledge, thoughts, fantasies are in it.
Eliant Capital #4 @eliunt_capital
129 Followers 5K Following L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Not Financial Advice SES $NQ $RTY | FX Markets
Joe Bender @josephBander_
2K Followers 2K Following Marketing at @DriveDIMO for the @DIMO_Network ecosystem & @HiroSystems &@ConsenSys Alumni • I Want to Believe
Jeff @jefffyew
94 Followers 2K Following CEO Monochrome AM | #MonochromeBitcoinTrust @Monochromeasset for updates
Ła Cabra @grdectercfa0
7K Followers 2K Following ALT Account | DURO Low cap "Crypto GEM Hunter" DYOR NFA AKA "THE GOAT" 🇪🇸🇺🇸🔥🔥🔥🔥🔥
_The A1_Investor ✪ @TheAiInvestorr
31 Followers 524 Following Al investor/swing trader/realist | Follow to learn about Al/Nvidia | My posts are not investment advices. #Bitcoin MAIN PAGE:@The_AI_Investor
Steve Hou (“CONSUME.. @stevehouf1
777 Followers 5K Following Research @Bloomberg Indices, formerly @aqrcapital , @umichEcon PhD, @ETH and @UVA , opinions my own.
GavinSBaker 🇦🇶 @GavinSBakerl
102 Followers 3K Following Managing Partner & CIO, @atreidesmgmt . Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/iNflUvaL2i
Paula @paula_smith59
131 Followers 3K Following
Anne @lewis_anne28
203 Followers 3K Following
David Rosenberg Priva.. @DavidRosiePriv
14K Followers 13K Following I'll discuss mainly about the Price Action analyses of the Stock Market. Exclusively for Elite Traders, Just for a Selected Few. MAIN PAGE: @EconGuyRosie
Kamal Akanni @kamal_eth
218 Followers 2K Following Passionate about all things Supply chain logistics & Payments. In Stealth
Nat Disston @NatDisston
983 Followers 479 Following Chief of Staff @JoinAtomic, previously @ZXVentures @EquityZen @Georgetown
High Yield Harry @HighyieldHarry
96K Followers 187 Following Levered Finance Memes & Satire. Parodying Finance. Instagram FinMeme Account. Sign up for my Credit and Buyside focused Newsletter ⬇️
Dhiraj @IndustrlPolicy
823 Followers 662 Following Interested in Geopol and finance. Capitalism | Environmentalism | Egalitarianism | Ambedkarite.
The trading Dutchman @TradingDutchman
3K Followers 419 Following HFT market maker turned HF market taker. HF exec and market veteran. Occasional Dutch tweets.
nuancerocket @nuancerocket
4K Followers 639 Following late-stage capitalist. unreliable narrator. fail better.
cephalopod @macrocephalopod
45K Followers 568 Following At Octopus Capital our passion is providing best-in-class liquidity in the marketplace of ideas
peepeepoopoo @DeepDishEnjoyer
7K Followers 485 Following i have approximate knowledge of many things
Brandon Hong @brandank_cr
16K Followers 47 Following Follow me for the latest crypto narratives and most profitable trades. Private Discord: @BHInsights_
Brett @CCM_Brett
10K Followers 2K Following Tweeting to get pushback on ideas. Listen to @chitchatstocks (or else)
Gabriel Wildau @gabewildau
14K Followers 916 Following China political risk, @Teneo. Former @ft Shanghai. Mostly China economy, finance, politics, a few other hobby horses. The usual disclaimers.
Jaya Gupta @JayaGup10
4K Followers 3K Following tweets about AI, humor and SF vs NY. currently @foundationcap; previously McKinsey, @georgiatech alum, @stackfolio (acquired), @peak6, @raymondjames
Dalius - Special Situ.. @InvestSpecial
24K Followers 219 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +640% since 2017.
Robert Smith @BondHack
44K Followers 3K Following @FT Corporate Finance Editor. Digging into dubious debt etc. Have a tip? Email: [email protected] / [email protected] | WhatsApp/Signal: +447921685062
Scott L @IamScottlarson
4K Followers 869 Following 15+ years in IB, PE and HF. We help businesses reach their potential. Curious to know how much your business is worth and how to maximize it? Book a call below.
JUNK BOND ANALYST @junkbondanalyst
6K Followers 762 Following Leveraged finance & dank memes, in a constant state of distress.
Tomasz Juroszek @TJuroszek
3K Followers 898 Following Management member at Betplay Capital and Juroszek Holding, board member of GIG.
Alex Bossert @alexbossert
7K Followers 3K Following Founder & Portfolio Manager @ Bossert Capital. Tweets are not investment advice.
Jaime Bermejo @stoiccapital72
1K Followers 289 Following Equity analysis. I write about my investment ideas and thoughts in https://t.co/MZCKZffTP6.
OmgCap @OMGCapital
3K Followers 393 Following
Isaiah Taylor — (�.. @isaiah_p_taylor
10K Followers 895 Following Founder @valaratomics. Kardashev scale climber, Malthus disrespector, Age of Man enjoyer. Ask me why consuming energy is good and you should have more babies.
David Orr @orrdavid
12K Followers 134 Following I back investors who generate 25%+/year alpha over a statistically significant sample on a live money account, not back testing.
Yuxuan Jia @YuxuanJia02
240 Followers 17 Following Research Associate, Center for China & Globalization Editor of The East is Read https://t.co/cf30z4PBr2 and CCG Update https://t.co/XoPhXGsTO8
Gokul Sahni @Gokul_Sahni
16K Followers 13K Following Geopolitics, geoeconomics, & Cold War(s) - India’s viewpoint | MA Modern War @WarStudies King’s; MSc IR @RSIS_NTU; MBA @UniofOxford | Own views.
Jonathon P Sine @JonathonPSine
5K Followers 239 Following "The refusal of one decent man outweighs the acquiescence of the multitude."
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
Zichen Wang @ZichenWanghere
31K Followers 5K Following He/Him. Views PERSONAL. Newsletter @pekingnology on Substack ↓ now part of NON-GOVT @CCG_org. @xhnews Xinhua alum. "过一天，是一天。"
pharma bro @fakepharmabro
1K Followers 152 Following not investment advice. opinions expressed do not reflect my employer
Viola Zhou @violazhouyi
16K Followers 2K Following tech reporter @restofworld. formerly @viceworldnews @scmpnews. 📧 [email protected]. dm for signal etc.
Pendulum Flow @PendulumFlow
11K Followers 975 Following Quant. Stocks, options (cred spreads) Anon due to public wealth management. Markets since 2003. Current research S&P 500 constituents database to 1957
Schrodinger’s Oil T.. @SchrodingersAlt
3K Followers 859 Following My trades exist in a state of superposition of both losses and profits. It's only when I put them on twitter that they all become winners Trade phys gasoline
Jeff Sands @Turnaroundartst
4K Followers 871 Following Corporate turnarounds and distressed acquisitions.
Ethan Tucker @TheGarpInvestor
5K Followers 1K Following Run a family investment office. Invest in a GARP equity portfolio and industrial RE w/ focus on outdoor storage. Transacted over $30M in RE
John Kemp @JKempEnergy
69K Followers 405 Following Energy analyst, public policy specialist, amateur historian. Currently at Reuters. Welcome constructive debate. Zero tolerance for trolling. Like = bookmark
Made in Japan 🇯�.. @InvestInJapan
5K Followers 613 Following Everything on Japanese Culture & Investing🌱 Local market insights 🗺️ Quality Compounders 📈 Hidden Gems 🔍 Unique mental models 🧠 Not investment advice.
Sanat Dixit MD FACS @sdixitmd
522 Followers 428 Following Neurosurgeon, Vanderbilt MBA, entrepreneur, immigrant, integrity junkie and guitar player. Opinions are mine. Healthcare / Free Speech/ Tech / Entrepreneurship
Dr Danish @operationdanish
24K Followers 894 Following Building CloudClinics™️ at @RezilientHealth. Surgeon. Caregiver. Alum @penn @wustl @techstars. I’m a habitual line stepper.
Joseph A. Cooper @DakotasTwits
7K Followers 6K Following In pursuit of being the best 5-ball joggler in the world. Terrible investor Caught in a giant tidal wave, looking for data.
SouthernValue @SouthernValue95
10K Followers 2K Following Infinitely curious. DMs open. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
Gabriel @gbrl_dick
29K Followers 1K Following cottagecore tech-adjacent young robert moses | https://t.co/9R961uPVTV
Kyle Chan @kyleichan
8K Followers 572 Following Princeton sociology postdoctoral researcher. Writing on China, India, industrial policy, infrastructure, development, clean tech: https://t.co/Ufm8Z2juZY
Bg2 Pod @BG2Pod
11K Followers 39 Following Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism
China Digital @China_Digital
9K Followers 180 Following Analysis of Chinese digital law and policy by Rogier Creemers. Assistant professor @UniLeiden, project director @AsiaLeiden, Co-founder @DigiChn.EVs use around 25% more aluminum than gas-powered cars, according to CRU. Aluminum is strong but lightweight, which helps with battery range. Aluminum's high thermal conductivity also makes it great for EV battery enclosures to reduce overheating. 1/ (THREAD)
AI prediction: in 5 years there’s a foundation model oligopoly made up of 4 companies. OpenAI and Alphabet in. Meta and Xai have a shot. Anthropic in trouble unless Amazon saves. The great filter will be the ability to raise $50B over the coming years.
There is a particular trend in Chinese FDI going into ASEAN countries. Specifically, 🇻🇳 is seeing investments in electronic components. 🇲🇾 is getting investments in the semiconductor, while 🇹🇭 is attracting investments in the Auto/EV sector. 🇮🇩 in metal refining and smelting.
More than $55 billion was pledged by OECD-headquartered companies to build factories in ASEAN in 2022 and 2023, which is more than double the $21 billion announced in China. Indonesia, Thailand, Singapore, Vietnam, and Malaysia accounted for 96.5% of the manufacturing FDI.
The availability of a lithography machine for purchase in a mature node does not negate the existence of crucial intellectual property (IP) as the secret sauce. x.com/DSdoc97/status…
28nm and 40nm are pretty much outdated as far as stringent IP protections are concentrated - I swear this is idiotic
Soon, China's top fab SMIC and TATA will both possess similar equipment. The experience and tacit know-how that PSMC brings are of utmost importance in this context. x.com/IndustrlPolicy…
The availability of a lithography machine for purchase in a mature node does not negate the existence of crucial intellectual property (IP) as the secret sauce. x.com/DSdoc97/status…
More than $124B was pledged to greenfield FDI manufacturing projects in ASEAN countries between 2022 and 2023. Additionally, it has become the top destination for OECD-HQ companies, surpassing China, and is also benefiting from Chinese FDI. fdiintelligence.com/content/news/a…
Qcells recently announced its complete withdrawal from the Chinese market in favor of the US and has also initiated lobbying against allowing imports from Southeast Asia. A similar scenario is anticipated in the case of EV batteries. x.com/CanaryMediaInc…
.@FirstSolar, @Qcells_NA, and other domestic solar-panel makers are petitioning the Commerce Department for new tariffs on panels imported from Southeast Asia bit.ly/3Uy9hBX
during the dotcom bubble capital rushed into picks and shovels companies like cisco oracle intel sun ibm. during the subsequent decade many of these companies got rekt and ppl started to realize the app layer was equally if not more capable of capturing value. owning the end user…
VC is a overnight hit business 9yrs later Lightspeed led Rubrik's Series A funding round, investing $9.4M at a $25M valuation They ended up investing $362M over the next 9yrs Lightspeed's share is estimated to be worth about $1.44B. Either 1.5x to 5x the fund
the amount of collective HF brainpower thats gone into Charter is astounding.
This is the good way to do it. I had to redact nearly all of it because it contains personally identifying info, but it's enough to explain why it's good.
Without this info I can't give them any helpful advice. I responded asking for more info, and *if* they give then I *may* remember to respond. If they had sent all the info in the first message, there's a much higher chance I would have responded to them.
I've never interacted with this person before so I have no context. Their message doesn't tell me anything about them at all. Are they a student? Are they currently working? What skills and experience do they have? Do they want to be a HFT developer, quant researcher, trader?
I sometimes get DMs asking for advice and I wanted to use two examples from the last 24 hours to show the good way and the bad way to do it. This one is the bad way.
Inflation fear-mongers refuse to acknowledge this progress
Such a good framework. Captures my portfolio.
Connor Leonard’s Investment Filter
See what happens when the government doesn't meddle in commodity prices or production
Outside of the finance org it has been surprising that there is not a major NOW diaspora running sw companies
Appreciated this thought from @sandykory re: logo churn for PLG-driven software businesses: "Are they churning and going to a different product?"
Trends for United States
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