AkhenOsiris
Checked in with a couple of my semi/AI buyside skeptics today. They have been nervous about CY26 since middle of last year (and positioned accordingly). Less nervous as of this moment, have yet to put any significant money back into names outside of TSM.
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AkhenOsiris
RT @trader_53: Cantor with some great insights on the $INTC $TSM developments
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⁠Stock Analysis Compilation
Baron Health Care Fund on Arcellx, Inc. $ACLX US

Thesis: Arcellx, Inc. is a biotechnology company well positioned to capture a significant share of the $12 billion multiple myeloma cell therapy market, offering a competitive treatment with fewer risks and potential manufacturing advantages through its partnership with Gilead.

(Extract from their Q4 letter)
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⁠Startup Archive
RT @mariashriver: I love this advice! @StartupArchive_

Jeff Bezos explains how he decided to quit his job and start Amazon

At 30 years old, Jeff Bezos had great Wall Street job working at the hedge fund D.E. Shaw. When he told his boss David Shaw about his idea to start an internet book store, David replied:

“I think this is a good idea, but it would be an even better idea for somebody who didn’t already have a good job.”

That made logical sense to Jeff, but he ultimately decided that the best way to make a very personal decision like this was to project himself forward to age 80:

“When I’m 80 years old, I want to have minimized the number of regrets that I have. I don’t want to be 80 years old, in a quiet moment of reflection, thinking back over my life and cataloging a bunch of major regrets.”

And Jeff believes that our biggest regrets are acts of omission:

“It’s paths not taken that haunt us. We wonder what would have happened: I loved that person and I never told them, and then they married somebody else.”

Once Jeff thought about it this way, the answer was immediately obvious to him:

“I knew that when I’m 80, I would never regret trying this thing that I was super excited about and failing. If it failed, fine. I would be very proud of the fact when I’m 80 that I tried. And I also knew that it would always haunt me if I didn’t try.”

Jeff believes this regret-minimization framework is a useful lens for any important life decision.

Video source: @Summit (2017) - Startup Archive
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⁠Quiver Quantitative
Representative Mike Collins bought a crypto called "Virtual Protocols" on January 3rd.

He sold it just 9 days later, after the price fell ~38%.

He bought Ethereum on January 3rd

$ETH has now fallen 17% since then. https://t.co/l8im4Mv7jH
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⁠Stock Analysis Compilation
River Oaks on Innovative Food Holdings $IVFH US

Thesis: Innovative Food Holdings' scalable business model, strategic acquisitions, and debt reduction plan position it for strong long-term growth

(Extract from their Q4 letter) https://t.co/MGhRVe2mAI
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⁠Read
RT @BourbonCap: Soros Capital Management (George Soros) added $SOFI $NVDA $EL $AFRM

Sold 100% of $BABA https://t.co/EdF1sdfjWQ
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⁠Read
RT @JulianGoldieSEO: This FREE AI browser agent does what ChatGPT Pro charges $200/month for... 🤯

• Run AI commands directly in YOUR browser (not some virtual environment!)

• Save $200/month vs ChatGPT's browser agent

• Get UNLIMITED research reports (vs ChatGPT's 3/day limit)

• Control Chrome with DeepSeek or Llama 2 (100% free)

• Draft tweets, search Amazon & automate tasks while you do other things

Full tutorial + setup guide in video 👇
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⁠Read
RT @dangainor: @PandasAndVidya HR should only handle benefits and internal problems. Not hiring. That needs to be done by the department that will supervise the staffer. And approved by whoever is above them.
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⁠Startup Archive
RT @jack: the storytellers create the future. the rest of us build it.

Palmer Luckey explains why science fiction is a great place to look for ideas

“One of the things that I’ve realized in my career is that nothing I ever come up with will be new. I’ve literally never come up with an idea that a science fiction author has not come up with before.”

Palmer continues:

“It makes sense. There’s a lot of [science fiction authors]. They’ve been around for a long time. And they don’t have to make things. And they don’t have to wait for the right moment. I started Oculus at just the right moment for it to succeed. But a science fiction author doesn’t have to wait for something to be possible to think about it and to write about it and for people to be excited about the idea. And so every time I’ve come up with something, I’ve been able to find — usually many, sometimes one — science fiction pieces addressing literally exactly that idea by some guy who just thought about it like 50 years ago.”

He gives a few examples:

“Some of the stuff that I’m building today, for example, in the AR/VR space around augmenting the vision of soldiers — these are ideas that are from 1959 Starship Troopers novels. These are old ideas that have only recently become technologically feasible. The idea of autonomous fighter jets, that’s been around for about 100 years… people have been thinking about this since computers were programmed with punchcards.”

So if you’re having a hard time thinking of startup ideas, try reading science fiction.

Video source: @ShawnRyan762 (2025) - Startup Archive
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