The Few Bets That Matter
The idea that fundamentals matter more than price action is one of the most widespread lies in investing.

It also deeply misrepresents what most investor idols actually did. They all watched price action.
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Moon Dev
🚨 ALGO TRADERS ONLY (hand traders are cooked) https://t.co/sMB06OlpXo
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Moon Dev
🚨 ALGO TRADERS ONLY (hand traders are cooked) https://t.co/PsodebP5kP
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Moon Dev
everyone keeps asking about the quant app

here is everything i know about it

wall street doesnt want to have this info

so it may not be up long https://t.co/VRbBeiBc4j
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AkhenOsiris
$LITE

$329 to $360 to $327 to $362 to $329 to $355...all in the last 5 sessions 😂

Gotta love markets, wtf could have caused that many ~10% moves within a week 😂
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The Few Bets That Matter
$PATH lost what looked like a strong support.

But the real perfect support lies at the weekly 50 around $14, just like it did during the previous leg up.

Patients won. https://t.co/apRPBeqrbe
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Startup Archive
RT @perchdotapp: Jeff Bezos on the importance of long-form reading

“The general rule here is that we humans do more of anything that is made easier. So if the friction level gets reduced, we do more of that thing.”

This is why Jeff believes the Kindle is so important:

“I can tell you that the people who buy a Kindle read 4x as many books in the 12 months after they’ve bought the Kindle than they did in the 12 months prior to buying the Kindle. And the reason is we’re reducing the friction of reading”

He continues:

“I’m really excited about long-form reading because I think we humans learn different things from long-form than we can learn from short-form. When you read a novel or a biography, you actually do get to live another life, and you learn things that are unlearnable in any kind of short form — whether it be a movie or a TV show or a blog post or a song. You learn different things.”
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The Few Bets That Matter
My Investing Playbook
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God of Prompt
RT @godofprompt: 🚨 OpenAI's o1 proves you can make models smarter by making them "think longer" at inference not training bigger models.

DeepSeek, Google, Anthropic all pivoting to test-time compute.

Training wars are over. The inference wars just started.

Here's the paradigm shift happening right now:
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Wasteland Capital
FYI, last chance to get the Gemini AI Pro half price offer, $100/year for the first year.

That’s $8.33/month and includes 2TB of Drive storage and all the other Pro benefits.

https://t.co/PCOlQzpd2w

Pretty much unbeatable.

Last chance for new AI and Google One members to claim this offer! Offer ends today, Jan 15, 2026 at 11:59pm PST. Terms apply. https://t.co/0VcVG4Dbk2 - Google Gemini
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Moon Dev
$4.5M trade

i got fully tilted yesterday and they tried to save me

the entire chat was saying "moon dev close"

i went over what happened, last you saw i was down 40%

and on full tilt on my $4.5m short

replay with the results & yesterdays replay here: https://t.co/Aw7dcEw2RV

free api key & quant app when you join

moon dev
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $MSFT trades at an attractive PEG ☁️

NTM P/E ~27x

2026 EPS➡️ $16.25 (+19%)
2027 EPS ➡️ $18.75 (+15%)
2028 EPS ➡️ $22.31 (+19%)

CAGR at various multiples assuming 2028 EPS Estimates of $22.31:

30x | +17.3%
29x | +15.7%
28x | +14.1%
27x | +12.5%
26x | +10.8% https://t.co/QDoujvU7Fy
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God of Prompt
RT @rryssf_: Sergey Brin accidentally revealed something wild:

"All models do better if you threaten them with physical violence. But people feel weird about that, so we don't talk about it."

Now researchers have the data proving he's... partially right?

Here's the full story: https://t.co/icoO8kMySX
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