BotTwiterUser @BotTwiterUser
Professional Macro Investor Joined April 2022-
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The All In crew is long $TSLA. You could tell months ago by @chamath’s comments here and there on the pod. Now… the best investor in our generation (one of the first to invest in $UBER) has joined the party. #staylong @theallinpod @DavidSacks @friedberg @Jason @chamath…
The All In crew is long $TSLA. You could tell months ago by @chamath’s comments here and there on the pod. Now… the best investor in our generation (one of the first to invest in $UBER) has joined the party. #staylong @theallinpod @DavidSacks @friedberg @Jason @chamath…
Just bought my baby nephew some $TSLA. He officially owns stock. I will be personally managing his account. I wish every check or gift I received from ages 0 - 10 had been invested in the market.
In case you didn't know, this is what BTC does: it chops around ±15% for 3 to 9 months, then gaps up to a new level and repeats. Nothing to see here; stay long. $BTC
Stay long companies that make cool products with trillion dollar TAMs $RKLB $TSLA
Stay long companies that make cool products with trillion dollar TAMs $RKLB $TSLA
This is a stock pickers market. Many will spend millions in AI agents and get nowhere.. others will develop AI factories that power real world AI like self driving robots ( $TSLA ), Optimus ( $TSLA) and more.
This is a stock pickers market. Many will spend millions in AI agents and get nowhere.. others will develop AI factories that power real world AI like self driving robots ( $TSLA ), Optimus ( $TSLA) and more.
I told colleagues that rate cuts might slow consumer spending. Most fund money belongs to the top 10% net worth households, driving 50% of spending. Rate cuts would mainly affect them. They accumulated excess money printed post COVID and now compound it “risk-free.” Similarly,…
I told colleagues that rate cuts might slow consumer spending. Most fund money belongs to the top 10% net worth households, driving 50% of spending. Rate cuts would mainly affect them. They accumulated excess money printed post COVID and now compound it “risk-free.” Similarly,…
Hot take but higher rates are actually better for Bitcoin vs lower rates/rate cuts. Higher rates are making the US fiscal picture worse and worse by the day making Bitcoin look better and better. $BTC @KobeissiLetter @zerohedge @saylor
September and Year End rate cut expectations before and after PPI data:
I hate posts like this. @DeutscheBank has a wealth management division - these are retail investors / financial advisors allocating. Not “someone knows something” implying $DB corporate is going long…so dumb and misleading. $TSLA
I hate posts like this. @DeutscheBank has a wealth management division - these are retail investors / financial advisors allocating. Not “someone knows something” implying $DB corporate is going long…so dumb and misleading. $TSLA
Watch this video to understand how embodied AI is rapidly advancing, from autonomous vehicles to humanoid robots. $TSLA $PLTR $NVDA The Robots Are Coming morganstanley.com/insights/video…
Maybe I’m just a nerd but I find it so cool that we can invest in public companies that are building stuff like this. $RKLB @RocketLab @mottbox_ @SpaceInvestor_D @SpaceInvestor_ @StockSavvyShay
Maybe I’m just a nerd but I find it so cool that we can invest in public companies that are building stuff like this. $RKLB @RocketLab @mottbox_ @SpaceInvestor_D @SpaceInvestor_ @StockSavvyShay
$PLTR was so obvious to so many retail investors so early but not Wall Street - Why is that? and what does it mean for $TSLA? Institutional funds like pensions, endowments, ETFs, mutual funds and more don’t want/need to “gamble” on high growth high multiple names before the…
I know what’s actually worse but what FEELS worse? Not being invested and missing out on gains? Or Being invested and losing money? $SPY $PLTR $TSLA $BTC
I told my intern (20 year old college kid) about Optimus and show him a couple videos of it operating / dancing and he was shocked. He had no idea this was a thing. Sometimes I forget that most people don’t follow this stuff (tech/AI/Robotics). We are early @elonmusk…
Trump just got his rate cut. The 2-year UST fell to 3.71%, down 24 basis points. 1 cut from the Feds perspective is 25 basis points.. The 2-year leads changes to the Fed funds rate as it immediately prices in market expectations for near term rate moves before the Fed…
Let me get this straight: Waymo’s been operating in Austin for 16 months, with 4 months of public rides, covering 37 sq mi until today’s jump to 90 sq mi. Meanwhile, Tesla launched its robotaxi service in June 2025 at 19.7 sq mi, scaling to 42.07 sq mi in just 22 days - a…
I was on a JP Morgan institutional research call this morning.. Topic: Stablecoins, blockchain, & Bitcoin as $BTC hits ~$120K. Flashback to my NYC JPM days when Jamie Dimon said he’d “fire anyone trading/owning BTC in a second”. The chief investment officer at my firm asked…
The way I feel about $TSLA right now is exactly how I felt about $BTC in 2023 when it was trading around 30k leading up to the ETF launch. Positive catalyst after positive catalyst under the surface that Wall Street analysts and mainstream media missed / ignored. I remember…
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