valuehunter @valuehunter22
Economist & amateur investor. Interested in Energy, Shipping, Real Estate, Macroeconomics. Mostly value plays. No investment advice. Do your own math. Joined February 2022-
Tweets277
-
Followers158
-
Following986
-
Likes971
If you use Gmail, you need to read this. Google’s AI, Gemini, can read your emails, attachments, bank statements, etc. For many, this feature was switched on without consent. Here's how to turn it off 🧵 1/
Between high costs, Chinese competition and the death of tokenmaxxing, OpenAI and Anthropic may well never be profitable in a sustained way — but the good news for them is that investors obviously don’t care about any of that anymore!
An additional Robotaxi operator in the US. $MBLY probably has a robotaxi tech suite comparable to Waymo and better than Tesla FSD.
NEW: Mobileye today announced plans to expand its robotaxi activities beyond supplying self-driving technology and into full ownership of an autonomous ride-hailing business. The planned initiative, set to launch in a U.S. city in 2027, combines Mobileye’s autonomous driving
I don't know if SpaceX will be up or down a day/week/month after the IPO. But I know there is a very high probability (given the absurd valuation and insider selling pressure) that it will be down 30%-40% from the IPO price within the first year.
Anti-Drone solutions are going to be a huge market. LiDAR is one of the key technologies for detection. Innoviz probably has one of the best solutions. See the video from $INVZ. other system players - $ONDS other LiDAR players ? - $OUST
$INVZ Innoviz lidar is an important part of the solution to devastating drone attacks. youtu.be/yjKNkC6tzVs?si…
Google has a monopoly on search. Amazon has a monopoly on e-commerce. Meta has a monopoly on social media. Microsoft has a monopoly on corporate IT. Apple has a monopoly of high end consumer tech. All these companies work because they are monopolies. Together, they generate all the growth in the US stock market. On the other hand, Anthropic, OpenAI, Gemini, and xAI are all competing in the exact same market. So we are moving from a stock market led by a handful of tech monopolies to a battle royale of money losing AI plays. The average investor just buys the SP500 and doesn't think. But the structure of earnings of the index is about to dramatically change.
Humans can only manage 5 AI agents max I asked everyone I know: "How many agents can you manage simultaneously?" The consensus: 3 is hard. 5 is the absolute limit. Nobody can effectively manage more than 5 agents at once. Managing 3-5 agents turns you into a context-switching nightmare. Channel A, Channel B, Channel C. Your brain becomes a pinball machine. Two key insights: 1. The future isn't humans managing agents - it's agents managing agents. I can't personally manage 100 agents. My brain would explode. The only path to scale is having a meta-agent manage my agent workforce. If I only manage 5 agents, I'm basically a small team lead. M0 level at Facebook - managing 5 direct reports. But if I can manage 50 agents through AI management layers? That's a completely different power level. 2. The bottleneck is task duration, not task complexity. If an agent bothers me every minute, I can only handle 1 agent. If it's every 5 minutes, maybe 3 agents. If it's every 10 minutes, possibly 5 agents. The breakthrough everyone talks about - "long horizon tasks" - isn't just about AI doing complex work. It's about AI working independently long enough that humans can actually parallel multiple agents. Real-world implication: Facebook now ranks engineers by token usage to measure AI adoption. But you can't burn serious tokens by manually managing agents one-by-one. To hit the top of that leaderboard, you NEED agents managing other agents. That's the only way to achieve massive token consumption. The human cognitive limit is real. 5 agents maximum. Everything beyond that requires AI management layers. We're exploring this at our company. I think "Agent Manager" as a product category will emerge very soon. The question isn't "How good are you with AI?" It's "How many management layers can you orchestrate?" That's where the real leverage lives.
Good summary. But you forgot to mention the craziest point: The market values $CTRM at just $23M !!! Shareholders equity is $670M. Cash is $190M. I know this is a Cyprus shitco. But still - 4% of book?
$CTRM Castor Maritime Q1 2026 earnings — net income of $69.2M vs a $23.3M loss in Q1 2025. Key detail: the headline number is heavily inflated by a $46.5M unrealized fair value gain on its MPCC Container Ships stake, which appreciated ~30% in the quarter, plus $10M in forex
Hitler running a frontier AI lab in SF hears about the "Car Wash Prompt"
$NBIS market cap is now higher than $CRWV. $CRWV is much larger. If AI delivers, both win. If AI stalls, both are not worth even 25% of current market cap. Is the market sane anymore?
DeepSeek just popped the American AI bubble. Not by killing AI. By killing the fantasy of unlimited AI pricing power. DeepSeek V4 Pro: Input: $0.435 per 1M tokens Output: $0.87 per 1M tokens OpenAI GPT-5.5: Input: $5.00 Output: $30.00 Claude Opus 4.7: Input: $5.00 Output: $25.00 Claude Sonnet 4.6: Input: $3.00 Output: $15.00 DeepSeek is roughly: 11.5x cheaper than GPT-5.5 on input 34.5x cheaper than GPT-5.5 on output 28.7x cheaper than Claude Opus on output 17.2x cheaper than Claude Sonnet on output If a model is “good enough” at 1/20th or 1/30th the cost, margins will compress faster than Wall Street expects. AI is not dead. But the AI bubble just lost its pricing power. $NVDA $MU $AMD $SMCI $AVGO $ARM $MSFT $GOOGL $META $AMZN $ORCL $PLTR $CRWV $NBIS #AI #DeepSeek #AIBubble #ArtificialIntelligence #Semiconductors #HBM #DRAM #Nvidia #Micron #AMD #TechStocks #Nasdaq #StockMarket #Investing #WallStreet #YapayZeka #Borsa
We are making our discount permanent! 🎉 Enjoy building with DeepSeek-V4-Pro and bring your innovative ideas to life! 🚀
$TEAD will double in price if it meets its 2026 EBITDA guidance of $100M. But please note that it has $600M of expensive debt.
As a casual user of all US LLMs, I noticed that both Anthropic and OpenAI have reduced usage quotas for free users and basic subscribers. I guess they want to push pricier subscriptions and/or reduce inference losses. I find myself doing more with Grok, Gemini and Mistral.
Can’t wait to watch services go token based and have users run to whoever happens to be subsidized until they give up! They should just rip off the bandaid
GitHub Copilot moves to token based billing on June 1, and its users got a calculator showing their actual monthly token burn - some $39-a-month users have spent $1500 to $5800 in tokens a month. I believe it's indicative of every AI startup. wheresyoured.at/premium-what-i…
$MBLY — The Most Overlooked AI + Autonomy Play Right Now Mobileye isn’t a startup betting on self-driving. They’ve been shipping ADAS technology since 1999. 230 million vehicles on the road today run their EyeQ chips. That’s the moat most investors are sleeping on. But here’s where it gets interesting. THE PRODUCT LADDER → Base EyeQ ADAS — 230M+ vehicles, cash flow engine → Surround ADAS — hands-free highway, 19M+ units committed by OEMs → SuperVision — full route assisted driving, $1,000+ content per vehicle vs ~$75 for base ADAS → Chauffeur — eyes-off L4 consumer autonomy → Drive — robotaxi fleet platform, already deploying in Oslo with VW’s MOIA The revenue per vehicle inflection is the entire thesis. Every SuperVision win is worth 10–15x a base EyeQ unit. THE NUMBERS → Q1 2026: $558M revenue, +27% YoY — beat estimates → FY2026 outlook raised to ~$1.98B → $1.7B cash on balance sheet → $250M share buyback announced → 2027 flagged by management as the P&L inflection year RECENT WINS → Porsche — SuperVision production launch confirmed → Mahindra — SuperVision + Surround across 6+ models, India 2027 → VW MOIA + Holo — Mobileye Drive robotaxi live in Oslo → Major US automaker — 19M+ EyeQ6H Surround units committed THE WILDCARD In early 2026, Mobileye acquired Mentee Robotics — an AI-first humanoid robotics company. CEO Amnon Shashua is now positioning $MBLY as a Physical AI platform, not just an automotive supplier. The TAM just got a lot bigger. THE RISKS → NVIDIA + Qualcomm pushing open-platform alternatives — OEMs want software control → China market erosion from domestic rivals → Intel majority ownership overhang → Near-term losses expected through 2026 before the inflection $MBLY trades like a legacy auto supplier. It’s actually a data + AI + autonomy company with 25 years of OEM relationships, 8M+ active REM mapping vehicles, and a product roadmap that scales revenue per vehicle 10–15x as autonomy levels increase. 2027 is the year the market will re-rate this story. Not financial advice.
Great research on Innoviz $INVZ. I differ on a few points: - Defense will be a large business with better pricing - Expect major announcements in the coming 3 months - When the market realizes the potential (don't know when that happens) current valuation will look like a joke
Yesterday, I published a long take on $INVZ and where it’s heading in 2026-2027. Today they reported Q1. Very much in line with thesis. open.substack.com/pub/thereservi…
I tried using LeChat.AI by Mistral for general knowledge questions and assignments and I am positively surprised. chat.mistral.ai/chat
Any company that thinks we are short on GPUs, SMCI would be happy to sell you some. They have billions worth of racks sitting around waiting for clients.
The millions of people that blindly believe in the AI and hyperscaler hype should follow Ed Zitron @edzitron. I don't always agree with him, but he brings a detailed, data-based and reasonable counter-arguments. Even if you think he is wrong -- you will enjoy his wit and style.
Free newsletter: Despite stories about gigawatts of capacity coming online, the vast majority of announced data centers have yet to be built, with many running far behind schedule. I believe NVIDIA is warehousing at least a million Blackwell GPUs. wheresyoured.at/where-are-all-…
Theo van Oostrom @Romantic_Artist
20K Followers 20K Following My passion is painting a sunlit universe - romantic realism in art. Ayn Rand, Objectivism, reason, egoism, individualism, capitalism, freedom
Phil Rosen @philrosennpv
1K Followers 5K Following Chief Market Strategist, ProCap Financial • Co-founder & CEO, Opening Bell Media (207K+ subs) • Get my newsletter every AM 👇Public @philrosenn
Bertrand G @BertrandG456838
3 Followers 14 Following
Luke Driscoll @driscollintel
16 Followers 241 Following
Miro @its_miro1
717 Followers 5K Following Building a mobile app 📱 Currently at $10,000/month in revenue. Road to $1M/month 💰 Follow along 👇
Be @visankub009
1 Followers 77 Following
James E,Thorne @Dr_JStrategyy
146 Followers 3K Following Chief Market Strategist WellingtonAltus. PhD Econ. Astute, observations and conclusions. Personal views. Not investment advice. Please do your own research.
laat @laatVT
21 Followers 1K Following
Valye @ValyeAI
669 Followers 2K Following Valye AI Research Engine: grounded answers from SEC filings + news. Fast briefs, reports & watchlists. Research-only (not investment advice).
elias oredsson @EliasOredsson
5 Followers 363 Following
Honza Urbánek @JUXPRG
47 Followers 235 Following
Spencer Shulem @Spshulem
9K Followers 7K Following @ https://t.co/v9uBX1hXUz - Build at the speed of insight / https://t.co/mfEbTXEBWe - save 50% on code tokens. Angel. Prev. Exec @ 🦄 & 🐴 & CEO @ WeDo. Playing @Warcraft.
CVC.ai @CVCResearch
11K Followers 6K Following CFA. Debunked Bloomberg's $SMCI spy BS. $GME OG. Ran a $100M+ L/S solar book. Semicap & China enthusiast. Princeton. 1A fan. Value guy, buyer of last resort.
spekulatorn @spekulatorn
82 Followers 886 Following
Freddie Wittmann @freddiewittmann
231 Followers 848 Following Value Investing | Football (⚽️) | AFC 🔴⚪️
Ziya Ismayilov @ismayilov_ziya
125 Followers 2K Following
Bud Fox @BudFox95505557
117 Followers 1K Following Student of life. Wisdom accumulator and distributor...Trying to make the world a better place.
Felix @FinanceFelixx0_
209 Followers 3K Following Ex-Banker. 🏦 No fluff, just frameworks. Teaching the 3-Step Analysis method professional investors use. 🧠 Education & Mentorship. (Not a broker / NFA)
Martin Bradstreet @Andy_beatdown
24 Followers 254 Following Used to Poker. Now invest/program. 2021: 41%MW/21%TW 2022: -23% 2023: +30% 2024: +71% YTD: ~31% https://t.co/SAyn2LuW0y. I am not your financial adviser. Diterjemah
Lucie Fournier @IsabellaWedl
23 Followers 322 Following I’m all about balance — morning yoga 🧘♀️, strong coffee ☕, and a good gym session. Staying active keeps my mind and body in sync.
Etlorpat @Etlorpat14175
29 Followers 1K Following
oroula @oroula84323
2 Followers 145 Following
Valentina @MmgOBy8z548stvm
45 Followers 981 Following
Cowpensbelt @cowpensbelt
745 Followers 792 Following
MerryArabella @4W460gGbFU5iL
10 Followers 1K Following
Ella @EUnX3n9UI296Gj
24 Followers 1K Following
Imelda @yhjxPKh1o2ml7F
23 Followers 810 Following
Priscilla @ecJ4dlS9D6stUjf
36 Followers 1K Following Not a morning person 💤 | Afternoon tea enthusiast 🍵
GapFillTrader🇺🇸 @Yploowuij80035
52 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Aria Brown @AriaBrown15237
23 Followers 263 Following
Ydwapea @Ydwapea331005
28 Followers 1K Following
Hucees @Hucees445678
34 Followers 1K Following
EnergyTransition🇺�... @Taroobie672
37 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
リターンの探検... @Ouswoirtee2906
42 Followers 2K Following 【完全無料】 25年の株式投資プロチーム(運用資産500億円以上)が提供:毎日の市場分析レポート + 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
DeltaDivergence🇺�... @Hovaw488829
52 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Japan Deep Value @JapanDeepValue1
8K Followers 811 Following 60% of all listed stocks in Japan trade below book value. Follow me on a journey to explore. *hint* governance matters. Not giving investment advice.
🆅🅸🅻🅴 @bitcoinfetish
594 Followers 315 Following Stocks & crypto. Sniping the next 10x, 100x, 1000x. 🔫 $BTC | $ETH | $XRP | $INVZ | $QH | $ABP | $IREN 📈 $PONKE degen 🪖| $DEPLOY | $FRIC | #M87 💥 @MessierM87
Lon Bartell @BartellLon67961
29 Followers 3K Following
HFT_Insider🇺🇸 @Kiedjie5487827
51 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
jocqpcv @jocqpcv
10 Followers 52 Following
未来を買う人 @Eciehie196
59 Followers 2K Following 【完全無料】 25年の株式投資プロチーム(運用資産500億円以上)が提供:毎日の市場分析レポート + 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
NonsparseOncologist @5_utr
3K Followers 381 Following Oncologist | RadOnc | Stats #Rstats | Opinion | Politics | Never Trump
Yaron Brook @yaronbrook
36K Followers 2K Following Host of The Yaron Brook Show on YouTube: https://t.co/FpSRAOXEWN Chairman, @AynRandInst Co-author of Free Market Revolution & Equal is Unfair. BSc MBA PhD
Guillaume @gxlmo
611 Followers 2K Following SysAdmin/DevOps. NetAdmin for my AS201480. Also fullstack developer. Personal account, my words are mine.
Ricardo @Ric_RTP
43K Followers 131 Following Private content partner to finance & tech founders | $50M+ in value generated for 35+ clients | I like to share my honest thoughts, don't take it personally
Kristjan Kullamägi �... @Qullamaggie
176K Followers 72 Following Traded $3K into $100M. Featured in the upcoming Market Wizards book. Live streamed my journey https://t.co/JsLb4klZoM Nowadays mostly lurking.
Flo Crivello @Altimor
49K Followers 1K Following Founder @getlindy. "Striving to remember the obvious over grasping the esoteric."
Prof G Markets @ProfGMarkets
7K Followers 70 Following Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI. Hosted by @profgalloway and @edels0n
Ed Elson @edels0n
27K Followers 934 Following Host @profgmarkets | Author Simply Put Inquiries: [email protected]
Roger @rdd147
10K Followers 913 Following New Mexican, Former Assistant Research Professor, Business Owner
Thierry from arvy �... @ThierryBorgeat
27K Followers 702 Following CFA | Quality stocks | Deep dives on compounders, market cycles & investor psychology | 12k+ readers | #IBDPartner
Laura Bratton @LauraBratton5
2K Followers 984 Following She/her. AI reporter @theinformation. Formerly @yahoofinance, @qz. Graduate of @newmarkjschool. signal laurabratton.74
BridgeMind @bridgemindai
40K Followers 5 Following The home of the vibe coding movement. Founded by @matthewmillerai. 86K+ on YouTube. Building to $1M in public. https://t.co/wRtHrQNvA8
Tom's Hardware @tomshardware
144K Followers 320 Following Over two decades of articles, benchmarks, and community for PC enthusiasts worldwide. Part of @FuturePLC
Jim Stewartson, Decel... @jimstewartson
150K Followers 7K Following I write about the psychological war on democracy. Subscribe: https://t.co/QvvP9wRDg2, Bluesky: jim-stewartson, Threads: jimstewartson
Yoshik @AskYoshik
7K Followers 285 Following SRE @Prophecy_io I help DevOps engineers deep-dive into fundamentals that actually matter. AI. Tech. Linux. System Design.
jbulltard @jbulltard1
43K Followers 320 Following modeling trends and building better trades with options data
Ido Ivry @idoivri
3K Followers 2K Following Husband; Father x2, currently building https://t.co/HeVDsSfwNu ✨ Co-Founder @Zencityio; An Open Data/gov enthusiast
Low DR High Traffic S... @Hightrafficsite
12K Followers 281 Following Reddit Marketing - Dominate Reddit and AI Search SAAS Database - 16k saas site getting free traffic from google with less authority - DM for the price
InvestmentGuru @InvestmentGuru_
41K Followers 1K Following Tracking disruptive innovation | AI • Space • Robotics • Biotech | Long-term investor | Asymmetric opportunities |Compounding |Not financial advice | 🇨🇦
The Timeless Traveler @TimelessTrvlr
345K Followers 152 Following A digital time machine that takes you to unique places and shares unforgettable stories. Our goal is to open your mind and inspire your travels.
galit ben naim @Galitbennaim
4K Followers 47 Following Senior deputy to the chief Economist, The Chief Economist Division, #Israel_MOF
סתומי @buyhighsellow11
1K Followers 152 Following
Bogachan Ozdemir @Bogachan_1971
8K Followers 290 Following CIO of Sagraphos Corp Ex Global Head of Rates and Swaps Desks of Citi, BNP and Barclays Rates, FX and Crypto Trader
Shai Yallin @shaiyallin
3K Followers 649 Following SDLC Optimizer; Refactoring Artist; DevEx consultant; Software Gardener. Also: father, spouse, musician.
The Way of Jerz @TheJerzWay
35K Followers 1K Following 10,000+ clients now paying less tax. We build: tax base, asset protection, banking, structure. You keep what you earn. 👉 https://t.co/3hDl1SmAoF
Similarweb @Similarweb
63K Followers 291 Following The World’s Leading AI-Powered Digital Data Company. Listed on @NYSE: $SMWB
Serenity @aleabitoreddit
870K Followers 175 Following I only use X, beware of imposters. AI/Semi Supply Chain Analyst Not investment advice, DYODD. Now publishing free research on AI chokepoints.
Culper @CulperResearch
37K Followers 0 Following
פידטק וידוי... @FeedTechILUncen
22K Followers 67 Following הוידויים המועלים נשלחים אנונימית אינם מייצגים את דעתנו ואיננו אחראים להם. כותבים גם הגיגים שלנו. הקליקו כאן להתוודות אנונימית 👈 https://t.co/Dze6NSLtBq
Yeboah Walee @YeboahWalee
615 Followers 3K Following Family man, passionate about Investing,trading and wealth management
Maurizio @themgmtconsult
10K Followers 482 Following Business, jobs, sales, technology, knowledge skills. Consulting Partner → EU, Asia, US, AUS. Intermittently serious. Made in 🇮🇹 (but no more in 🇮🇹)
Chen Avnery @MindTheGapMTG
498 Followers 92 Following I write about my experience working with ai agents, working in a very small team delivering quicker and better results than large groups.
Negligible Capital @negligible_cap
12K Followers 608 Following Stocks mostly. Long and short Not advice
Navot Volk @NavotV
17K Followers 570 Following Venture Partner at @GroundUpVC Tech, startups, and Biggie Smalls.
OddStats @OddStats
84K Followers 124 Following Retired finance professional. I can't see the future and neither can you; anyone who says different has something to sell. NOTHING I SAY IS INVESTMENT ADVICE.
Brandon Carl @brandonjcarl
11K Followers 924 Following Markets, Macro, AI, Tech. Trying to make the world a better place.
Jeffrey Gundlach @TruthGundlach
460K Followers 6 Following Bills fan. Art fan. Truth fan. DoubleLine Founder.
Data Driven Stocks @stockdatamarket
17K Followers 442 Following Two PhD degrees, extensive market knowledge, not only charting - but but also option flows, macro-economy, bonds and politics. I love posting political memes.
Matthias Schmidt @eurofounder
90K Followers 230 Following Founder based in the EU • Building GDPR-compliant startups • 7 years in, €7k MRR
Finviz @finviz_com
26K Followers 195 Following Our platform has inspired millions of patient investors and Elite traders to outperform their expectations. Concise, clear, and crisp data since 2007.
Mark Tilbury @marktilbury
95K Followers 32 Following Self-Made Millionaire sharing money & success tips from my years of experience.






























