Antonio Linares
I'm reviewing $NVDA's new product line up in depth. Found some interesting things.
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Giuliano
My Reads Throughout 2023
Warren Buffett shareholder letters, 1957-86
Terry Smith shareholder letters, 2011-23
Low Risk Rules
Chip War
Nicholas Sleep shareholder letters, 2002-2013
Zero to One
The Innovator's Dilemma
Michael Mauboussin, 20 research articles, 1995-01
Francois Rochon shareholder letters, 2001-22
Investing in the Unknown and Unknowable
Mark Leonard letters, 2007-2021
The Outsiders

Non-financial reads below
The Tunnel, twice
Notes From Underground, twice
Love in the Time of Cholera
The War of the End of the Wolrd
The House of the Spirits
The Interpretation of Dreams, a third
The Feast of the Goat
12 Rules for Life
Shoe Dog
Steve Jobs
No Longer Human
The Setting Sun
How Punctuation Changed History
The Reader
Man's Search for Meaning
The Diary of a Young Girl
The Notebook, The Proof, The Third Lie; trilogy by Ágota Kristóf
Life of an Absent
Sarmiendo and his Ghosts
Assault on Paradise
A Brief History of Time
The Prince
The Prage Cemetery
Stress Test
The Catcher in the Rye

I need to remind myself of these with a certain frequency. Too much is lost otherwise. Incidentally, every title inspires multiple ideas.
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Brandon Beylo
https://t.co/Ltvuecfksg

#Tin price: 34050 (+1,275, +3.89%)
4:21pm London $Tin https://t.co/bAY5wJPYfN - Tin Bot
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Giuliano
I'm finding an amazing thinking process in theoretical physicists.

I need to further investigate this. https://t.co/Zdo2h8iOX9
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Giuliano
It might be about feeding the subconscious and asking it a question.
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 Q-Cap 
Overheard at the conference from the long/short PM:

When we short we have a team of a dozen dedicated analysts working full time on accounting inconsistencies, these are serious people doing serious work.
I know most short shops that get the most coverage are usually on Twitter. They usually likely cover their short within the first day after they publish on Twitter but these are not serious people.

😂 😂
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The Long Investor
$BABA I can feel the anger. https://t.co/ZmPxcz6IaY

$BABA and a Market Cycle.

Mind blown. https://t.co/CrRf40bEJZ - The Long Investor
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The Long Investor
$TLT nobody talks about the US Bond crash.
From $179 at its peak in March 2020 to $82 https://t.co/5seRyg2fN5
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The Long Investor
How do you think Bitcoin will handle the halving event tomorrow:

Whales sell the news?

or

It's a positive catalyst?

$BTC
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 Q-Cap 
$BA https://t.co/98lDtW2mMB

$BA

BOEING REPORTEDLY TO INTRODUCE FLYING CARS IN ASIA BY 2030 - *Walter Bloomberg
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 Q-Cap 
Ok this is interesting:

Fidelity PM’s are now using $META Llama 2 to summarize, analyse and dissect research reports , SEC filings, Press releases. They’re able to do this at a scale unseen in firm history. This has potential to completely change the stock picking landscape.
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The Long Investor
$BTC if I were a Bitcoin whale I would absolutely dump at the halving event tomorrow and immediately rebuy when support is found

Easy money

How do you think Bitcoin will handle the halving event tomorrow:

Whales sell the news?

or

It's a positive catalyst?

$BTC - The Long Investor
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Brandon Beylo
A history of the copper narrative in my Twitter DMs.

Copper at $3.75: “You’re bullish copper? Don’t you realize China’s RE market is dead? I’d be shorting here.”

Copper at $4.40: “Hey, what was that copper stock you told me about? I’m interested in the space.”

🤷‍♂️

#copper
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