AkhenOsiris
AI is a scam/useless crowd have magically converted to "see, even the Chinese can do it without the best NVDA chips" 😂
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⁠Stock Analysis Compilation
Nightview Capital on Tesla $TSLA US

Thesis: Tesla is positioned for significant long-term growth, leveraging its leadership in autonomous driving, energy storage, and electric vehicles while competitors scale back their efforts.

(Extract from their Q4 letter) https://t.co/G4oLNRSBb8
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⁠Quiver Quantitative
RT @InsiderRadar: A month after this insider purchase, $DDD has risen 27% today on news of a new partnership with Daimler.

The stock is up 8% since the insider trade was reported. https://t.co/rpi1S6zz7I

🚨BREAKING: New CEO Insider Purchase

The CEO of $DDD has reported the purchase of ~$230K of the company's stock, increasing his ownership stake by 6%.

This is the first insider purchase he has reported in over 2 years - Insider Radar
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⁠Investing visuals
2025 is shaping up to be the defining year for AI.

A breakdown of 7 companies that are indispensable in the AI era 🧵👇

#1 - ASML $ASML: Every cutting-edge AI chip whether from $NVDA, $AMD, or $TSM relies on $ASML tech. It’s the backbone of AI hardware innovation https://t.co/APD4kMPeur
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⁠Quiver Quantitative
RT @InsiderRadar: We caught a massive insider purchase at $FPH last quarter.

In their first earnings report since that purchase, they reported record net income, and the stock is up 40% today. https://t.co/WHaEcq4jM9

🚨 Massive New Insider Purchase

A director at $FPH, Sam Levinson, just reported the purchase of ~$10M of the company's stock.

This is the first insider purchase at the company in over 3 years, and comes less than a week after Levinson was appointed director. https://t.co/o3PTQE7GvH - Insider Radar
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⁠Stock Analysis Compilation
Merion Road Capital on Alphabet $GOOG US

Thesis: Alphabet is well-positioned for future growth with its strong business fundamentals, advancements in AI and cloud services, and potential in autonomous driving and quantum computing.

(Extract from their Q4 letter) https://t.co/evUFiNyiyy
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Senator @HawleyMO is calling insurers who denied claims from Hurricanes Helene and Milton to testify in front of the Senate. https://t.co/kmpMloCiJC
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AkhenOsiris
Zuckerberg actually meant $60-65M of capex this year, with an 'M' for millions, not billions.

They will collaborate with DeepSeek to form DeepLlama, forging forward on the open source path.

Now all you 🐒 get out your pencils and figure out the spike in FCF this year and beyond.

(yes, this is a shitpost)
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AkhenOsiris
@DanielTNiles is in the market for a bridge in SF

If you really believe that it's possible to train a SOTA LLM for less than $5.5M, then I have a bridge in San Francisco that I'd like to sell you. - Bojan Tunguz
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AkhenOsiris
Did I miss something from you @dalibali2 ?

China outperformance day!
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AkhenOsiris
If DeepSeek can give a swift kick in the ass for the China complex, I'm all for it!
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⁠Quiver Quantitative
BREAKING: We just received data on the portfolio of Howard Lutnick, Trump's pick for Secretary of Commerce.

He has up to $5M of stock in Rumble, $RUM.

Also has up to $5M of stock in Roivant, the pharma company founded by Vivek Ramaswamy.
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