54th Parallel @54thParallel
Investor, L/S tech + consumer NYC Joined February 2020-
Tweets1K
-
Followers697
-
Following1K
-
Likes4K
I'm surprised to still see the narrative that "AI is having no impact on the real economy" or that "AI demand is fleeting". Now that earnings season has pretty much wrapped up, here is a 🧵on how different firms are using AI to enhance operations
What a bad analog Back in the <checks article> 1,300s... of course the exchange of goods and ideas had to happen by literally travelling across oceans and risking your life Today we have the internet, the exchange of ideas is basically free
What a bad analog Back in the <checks article> 1,300s... of course the exchange of goods and ideas had to happen by literally travelling across oceans and risking your life Today we have the internet, the exchange of ideas is basically free
We can now say pretty definitively that AI progress is well ahead of expectations from a few years ago. In 2022, the Forecasting Research Institute had super forecasters & experts to predict AI progress. They gave a 2.3% & 8.6% probability of an AI Math Olympiad gold by 2025…
This evening I watched the sunset from one of NYC’s most spectacular perches, The Panorama Room, the rooftop bar atop the Graduate Hotel on Roosevelt Island. 🌇✨ Perched in the middle of the East River between Manhattan and Queens, Roosevelt Island is a slender, two mile…
Dalio's bias was insane Next most biased is @Gavekal, one of the few research firms with offices on the Mainland. They'll never lean bearish, it's so clear in the language they use, they are always tiptoeing
Dalio's bias was insane Next most biased is @Gavekal, one of the few research firms with offices on the Mainland. They'll never lean bearish, it's so clear in the language they use, they are always tiptoeing
For the first time, a humanoid robot can fold laundry using a neural net We made no changes to the Helix architecture, only new data
These guys talking like they are ditching their iPhones and buying Rabbit r1s $AAPL is betting on the commoditization of LLMs for most use cases and doing some models in-house to fulfill features that are highly deterministic and not susceptible to hallucinations
These guys talking like they are ditching their iPhones and buying Rabbit r1s $AAPL is betting on the commoditization of LLMs for most use cases and doing some models in-house to fulfill features that are highly deterministic and not susceptible to hallucinations
Maybe I'm being obtuse, but idea every company is going to code their own ERP, ITSM, CRM, Slack, etc reminds me of cloud repatriation. Maybe you save money but now you're locked in to internal teams building and maintaining those products, which does nothing for your customers.
My money is on Satya
Much better lobbying Should still launch an iPhone in “Mar-a-Lago gold” tho $AAPL
Much better lobbying Should still launch an iPhone in “Mar-a-Lago gold” tho $AAPL https://t.co/WangSe8ZDT
Have found pretty good Deep Research results with this prompt. Good for getting up to speed on a new company. Sharing in case it’s helpful. —— “You are an equity research analyst. Produce a rigorous, source-backed investment memo on {Company} [{Ticker}] with a clear Buy, Hold,…
Not a pretty jobs report today... I think this one chart sums up what's wrong with anyone pointing to unemployment as a sign the labor market is "solid." If not for collapsing labor force participation since April, unemployment would've climbed to 4.9% today instead of 4.25%.…
Why don’t people move to Threads or Bluesky
Why don’t people move to Threads or Bluesky
76% of Twitter traffic is bots. Bonkers.
76% of Twitter traffic is bots. Bonkers.
Here's a F.02 in my home, using Helix to do my laundry
SIT DOWNNNNNN $META $MSFT
The capacity of humans to adjust to technological change is under-rated. Someone born at the time of the Wright Brothers as 66 years old when Neil Armstrong stepped on the moon in 1969. It did not cause much insanity. (Though we shouldn't be too certain, the future can differ)
The capacity of humans to adjust to technological change is under-rated. Someone born at the time of the Wright Brothers as 66 years old when Neil Armstrong stepped on the moon in 1969. It did not cause much insanity. (Though we shouldn't be too certain, the future can differ) https://t.co/Vhpi1agw5B
WHERE ARE THE MAG7 BEARS TODAY SITTING THE F DOWN IS WHERE THEY ARE aI iS a bUbBlE $GOOGL @PauloMacro @Geiger_Capital @agnostoxxx
Reddit user u/Alternative_Lab_4441 trained a FLUX Kontext LoRA to turn low-res Google Earth screenshots into high-res drone photos. This LoRA turns basic satellite images into professional-quality aerial shots And yes, it’s free to download!
The number of people living in extreme poverty peaked in 1993. It wasn't a shift from Maoism (1978). It was a massive China devaluation and Clinton allowing China MFN that shifted production from US/RoW to China.
The number of people living in extreme poverty peaked in 1993. It wasn't a shift from Maoism (1978). It was a massive China devaluation and Clinton allowing China MFN that shifted production from US/RoW to China. https://t.co/4NQBdqixWK
Liberty 💚🥃 @LibertyRPF
30K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 27,500+ subscribers)
Lawrence Hamtil @lhamtil
36K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Gavin Baker @GavinSBaker
185K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Bill Brewster @BillBrewsterTBB
51K Followers 2K Following “You get the bag and fumble it. I get the bag and flip it and tumble it.” Be curious, not judgmental. But also, be judgmental.
Trevor Scott @TidefallCapital
39K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
UlaHicks @9k85a4I1vV15Z2
3 Followers 503 Following
CarolZacharias @Cgy4Y1o8joBoWYS
0 Followers 276 Following
DeirdreClare @W1t9KOke70459D
36 Followers 2K Following
NatividadStella @9p1ZOtSFRKGmB
0 Followers 221 Following
IreneMichael @Xz5Z6lbK3B5JG4
6 Followers 482 Following
EvangelineAugustine @V0hnO37533raJ
1 Followers 315 Following
MonicaSapir @D980HvWX7e4uW
1 Followers 268 Following
SelenaCarter @8B9O9ZJNtM3MVuu
1 Followers 300 Following
Buqda @Buqda0098
2 Followers 594 Following
Sanchi Khurana @KhuranaSanchi
4K Followers 2K Following Writing at the Denominator - deep dives into global macro trends and leading economies | Ex VC @HOFCapital @rechargecapital @kalaari | Volunteering @winpeforum
Imauqar @Imauqar904
30 Followers 2K Following
NinaNelly @3uDUz83prHaxA7
1 Followers 273 Following
EstherCharles @DS2x4fJXRMXP1
17 Followers 1K Following
SigridCollins @fTI06aB2XHPANBk
2 Followers 479 Following
NatalieEisenhower @4p7hXjs5yeAWl
1 Followers 264 Following
AmeliaPeg @ROJ48Xl28E3ZG
0 Followers 501 Following
Poubu @Poubu209
9 Followers 2K Following
Bubacarr Sowe @BubacarrSo53803
62 Followers 2K Following Consistency is what transform average into excellent 👌
Korxe @Korxe0749822
11 Followers 618 Following
JRC @esjuancamilo
111 Followers 506 Following
MyrnaJerry @PgO4YhEILLt21hF
3 Followers 480 Following
GeraldineLew @e47tptq6jGhlp6
0 Followers 505 Following
Everly Simmons @P699QysIhlHJc7l
1 Followers 169 Following 30%+ per month potential | 2 focused US names. Join free for disciplined trade strategies. @Westcsrant
SabrinaRuskin @Mg14EXVQaS5gUdV
42 Followers 2K Following
Oobalnaw @Oobalnaw817043
80 Followers 2K Following
Jade Ward @uhl6qKDQpNnBJp6
1 Followers 467 Following Chasing 30%+ monthly? Get 2 strong US picks and real-time signals free. Tap to join now. @nahuel321rojas
ChloeDobbin @Vmq6pBEwglBj1
59 Followers 2K Following
AdelaGaskell @OIytGNm77G640E
44 Followers 2K Following
Jean-Marie Breleur @JeanMarieBrl
9 Followers 115 Following ☀️ OneDatingApp Founder 📍BCN - DXB meaningful connections 🙏
UrsulaGodwin @i6H1Djk8tjPUv3
34 Followers 2K Following
BuyForLife🇺🇸 @Oocaoovie155
33 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
Eekialaj @Eekialaj303
20 Followers 1K Following
Gluufer @Gluufer6415177
35 Followers 883 Following
Orel @orel2589
12K Followers 813 Following Managing Partner and CIO at ANEK Capital, Sharing deep dives on Smidcap technology companies. everything I write is my opinion only and not a suggestion
Imuner @Imuner368
31 Followers 1K Following
Brett Caughran @FundamentEdge
45K 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!
RateCutTrader🇺🇸 @Ybalalgou23706
22 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
Lean @fxleanco
27 Followers 139 Following Independent Professional Forex Trader. @fxleanco Be in control ! Tendencias Reales by Forex Analytix #TRuFA Team member at https://t.co/QzUa5vdCXI
Vralkau @Vralkau7400724
36 Followers 2K Following
Heavqarv @Heavqarv6128
22 Followers 3K Following
FibLevelsPro🇺🇸 @Ametar2283029
35 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
Ghosh @Whuibo009415
11 Followers 1K Following
Riccardo Frabboni @rikiifr
4 Followers 18 Following
BiotechCatalyst🇺�... @Jaker5552259
64 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
Le Shrub🌳 @agnostoxxx
135K Followers 2K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Jerry Capital @JerryCap
52K Followers 616 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM a mutual friend to unblock.
modest proposal @modestproposal1
117K Followers 846 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
Thunderdome Capital @MadThunderdome
38K Followers 1K Following Invented the Ladder Attack. Witness Me. Don't rely on someone who calls themselves Thunderdome Capital on the Internet for investment advice.
Joe Weisenthal @TheStalwart
419K Followers 6K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.
Liberty 💚🥃 @LibertyRPF
30K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 27,500+ subscribers)
Paulo Macro @PauloMacro
171K Followers 322 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Brandon Beylo @marketplunger1
96K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Lawrence Hamtil @lhamtil
36K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Gavin Baker @GavinSBaker
185K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Alex Morris (TSOH Inv... @TSOH_Investing
62K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjen4 https://t.co/vVDDujA0IP
Sam Lawhon @lawhon_sam
21K Followers 739 Following Securities offered through LPL Financial, Member SIPC https://t.co/zuDxapKm5T.
Kuppy @hkuppy
162K Followers 2K Following CIO of Praetorian Capital. Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. Opinions/not investment advice.
Pythia Capital, No Br... @PythiaR
63K Followers 906 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Prepared Remarks @P_Remarks
23K Followers 925 Following
Bread Crumbs Research @breadcrumbsre
25K Followers 553 Following People-centric investing. I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing".
Michael Green @profplum99
210K Followers 1K Following Chief Strategist Simplify Asset Management | PM of top ranked high yield ETF, $CDX. Not investment advice
Manatee Research @Manateeres
4K Followers 0 Following Soft name. Hard Truths. We express opinions based on extensive diligence. Not financial advice.
Chris Lambert (Film A... @ChrisJHLambert
2K Followers 2K Following Novelist, poet, and narrative expert. Co-founder of New School Critics. Film Colossus. Explains art. SXSW mentor.
Demis Hassabis @demishassabis
489K Followers 146 Following Nobel Laureate. Co-Founder & CEO @GoogleDeepMind - working on AGI. Solving disease @IsomorphicLabs. Trying to understand the fundamental nature of reality.
Mojo @MrMojoRisinX
5K Followers 501 Following a new beginning... https://t.co/zNoMHkx0Eb. and https://t.co/cnol0oK44h
Kaia Rhodes @imkaiarhodes
16K Followers 2K Following Founder, CEO @anatarhq | Automated apparel manufacturing
CrosscheckC @CrosscheckC
5K Followers 4K Following l/s equity generalist. focuses: airlines/travel, industrials, fad/fraud/cyclical shorts. opinions my own. just replies & dms.
Institutionalized Inv... @seeking_beta24
2K Followers 282 Following Professional L/S Investor at Single Manager
Value Trap Capital™ @ValueTrapCapLP
3K Followers 1K Following
Adam Posen @AdamPosen
63K Followers 712 Following President, @PIIE. Globalist. Former central banker. Political economy with a policy purpose. Advises governments, investors, and anyone nice. Personal opinions.
Decoding Fox News @DecodingFoxNews
167K Followers 3K Following Debunking propaganda on Fox @JulietJeske #🟦 Newsletter/Podcast at Substack https://t.co/cLRw4wUCoh https://t.co/Mq9d1iEhCL
Operation HOPE @OperationHOPE
12K Followers 4K Following The global leader of financial dignity & economic empowerment programs for low to moderate-income youth, individuals & families in underserved communities.
alli @sonofalli
21K Followers 2K Following building @v0 @vercel | prev @variantfund | occasionally funny | 💍 @brextonpham
Alejandro Cifuentes @alecif17
223 Followers 669 Following Unofficial Chief Tweeting Officer and Chief Investment Officer at MMG Bank. Views are mine. Tweets do not represent investment advice. FSU Alum.
Morpheus Research @MorpheusRes
15K Followers 0 Following Investigative financial research. Not financial advice. Get in touch: [email protected]
MarkETR @mdsmaldon
2K Followers 735 Following Leading data-driven market intelligence platform covering Enterprise Technology. [email protected]
Zero Gravitas @lowgravzone
1K Followers 967 Following Generalist. governance-pilled. lowgravzone at gmail
Scott Rubner @ScottCRubner
758 Followers 991 Following
Paul Enright @pmje73
21K Followers 196 Following
mickey friedman @mickeyxfriedman
21K Followers 2K Following building @flairAI_ | https://t.co/lTBEuEjSQ0 | ex tesla adobe uchicago ‘21
Alyosha @Alyosha745
2K Followers 392 Following Change is good... gold /oil / dogs and beer (just my vibes, not advice) Find me at: https://t.co/Th4HeiQf4G or https://t.co/4SyRJrSS0K
David Orr @orrdavid
20K Followers 84 Following I run the long/short $ORR ETF - https://t.co/VarMOIVCah I also run Militia Capital, a long/short hedge fund.
Jonah Lupton @JonahLupton
567K Followers 2K Following CEO/CIO at @LuptonCapital and @FirstWaveFund — https://t.co/BgU67oTYtX and https://t.co/SQEowKnaPB
Dan Nystedt @dnystedt
38K Followers 999 Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Harris Perlman @OtterMarket
21K Followers 151 Following I don't want advice. I want to know what you're buying today.
Bindu Reddy @bindureddy
163K Followers 326 Following CEO of @abacusai, the world’s first AI super assistant and general-purpose agent, DeepAgent, for enterprises and professionals. ex-GM, AWS and Google
swyx @swyx
126K Followers 3K Following achieve ambition with intentionality, intensity, & integrity - @smol_ai - @dxtipshq - @cognition - @sveltesociety - @aidotengineer - @latentspacepod
Séb Krier @sebkrier
12K Followers 7K Following 🪼 AGI policy dev lead @GoogleDeepMind | rekkid junkie, dimensional glider, deep ArXiv dweller, interstellar fugitive, uncertain | 🛸
三倍做多Labubu @hhuang
23K Followers 3K Following Labubu long term investor/bag holder. Trading as a hobby. Not financial advice
632nm @632nmPodcast
707 Followers 72 Following Technical interviews with the greatest scientists in the world. https://t.co/VAMZKZAB7Z
Guillaume Gau | Why t... @why_the_west
6K Followers 628 Following I write https://t.co/eRmfXwtZlY, a newsletter about the development and identity of civilizations || I also talk ☢️ & economics || In 🇫🇷 here: @guillaume_ggc
Melius Research @MeliusResearch
829 Followers 146 Following Better research. Better data. Continuous improvement. @analyticsMelius
Nitin Gupta @nitinkinvests
2K Followers 85 Following Sharing the best low risk asymmetric opportunities and earnings trades based on social arbitrage research!
Ben Bajarin @BenBajarin
29K Followers 2K Following CEO and Principal Analyst, @creativestrat | Technology Industry Analysis-Market Intelligence | Technical Analysis | Technologist at Heart | Looking Forward
Jeff Cherkin @JeffreyCherkin
1K Followers 26 Following Investor @_Tourlite ··· Disclaimer: Not investment advice. Opinions are my own. Retweets are not endorsements.
Raspberry Pi @Raspberry_Pi
608K Followers 1K Following We make very small computers which you can buy from just $4. We are also the literal coolest. Be excellent to each other. Tech support: https://t.co/ZEBSfmuErK
Vital Knowledge Media @knowledge_vital
9K Followers 780 Following https://t.co/JOsOr9qozE Adam Crisafulli Most comprehensive and insightful market commentary Podcast link: https://t.co/VjxUpmMDma
Melody Wright @m3_melody
39K Followers 420 Following Strategist, Writer, Technologist, GFC 1 Survivor. Tweets about housing, mortgage finance, commercial real estate, macro and technology. Not investment advice.
Brian Portnoy @bportnoy_
2K Followers 306 Following CEO of @shapingwealth, author of The Geometry of Wealth, and former (and maybe someday again) owner of @brianportnoy.
BehavioralMacro 🇺�... @BehavioralMacro
439 Followers 520 Following Mark Dow's subscription channel. Risk management, idea generation, macro commentary/curation. Interactive. Sign up here: https://t.co/oDESb6mXy0Trends for United States
You might like
