The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: So, I went to San Francisco for 72h to see the AI gold rush up close

I hung with billionaires, dropped by Cluely, hit hf0/Founders Inc/a16z, met The Chainsmokers, saw the Bolt’s $1M hackathon, and got in a fight w/ an AI robot etc

Yeah, I'd say SF is absolutely WILD right now https://t.co/EAKNgM5R8a
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Offshore
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Yellowbrick Investing
Added 60 new stock write-ups to the site (pt 1):
@LuxOpesResearch - $SDG.PA, $FERGR.AS, $ALVGO.PA, $GRE.MC, $TRI.PA, $GBT.PA, $TTE, $ALCRB.PA, $INF.PA, $ARVEN.PA, $MFEA.MI, $IDIP.PA, $LXS.DE, $HM-B.ST, $CEN.PA
@SonnySauce - $NVO
@MMMTwealth - $HROW
@mvcinvesting - $SEI (pass) https://t.co/VvMkL5r55m
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Offshore
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Yellowbrick Investing
Added 60 new stock write-ups to the site (pt 2):
@cupofcoffeecap - $XLY.TO (update)
@petition - $OPI (bearish), $QVCGA (bearish)
@stonkmetal - $EUZ.DE (sold)
@Wiseman_Cap - $APP (analyst)
@ShawnKwon11 - $IONQ
@MorpheusRes - $BCUCY (short) https://t.co/JZYoJTNtme
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Investing visuals
$NBIS: 8 months ago I shared this with X-subs. Today, it's my biggest position by far.

Stellar execution and I wouldn’t be surprised if a new major customer is announced in the coming months.

Cheers fellow shareholders! 🤝 https://t.co/txJWXa2taj
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Offshore
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Yellowbrick Investing
Added 60 new stock write-ups to the site (pt final):
@TommyDeepwater - $RIG (update)
@hatedmoats - $DUOL (deep dive)
@stoiccapital72 - $ISSC
@1rabbitresearch (analyst) - $GOOGL, $TPC
@blueorcainvest - $AYA.TO (short)
@SanjHA3 - $ORCL (neutral)
@SFarringtonBKC - $AAOI (update) https://t.co/3JqwuXVSx5
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Offshore
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Yellowbrick Investing
I simply cannot fathom fund managers that go on podcasts to dispel all of their wisdom and then I go look at their returns and they have been underperforming for a decade

Do you have no shame? https://t.co/Rj86RzhYZ9
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AkhenOsiris
What if I want my Stussy or Supreme or, dare I say, Nike shoes? Shouldn't brands want to have their products available in LLMs?

Agentic commerce will be so natural it will feel like it always existed. My GPT will buy my black T-shirts, book my hotel rooms & give me an awesome feed of product ideas. Like the perfect assistant - never fill out a web order form again.
- Brad Gerstner
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