AkhenOsiris
Not even a Mahomes reference? Seems like Dan is shook.

DeepSeek is a competitive LLM model for consumer use cases…launching broader AI infrastructure a whole other ballgame and nothing with DeepSeek makes us believe anything different. It’s about AGI for Big Tech and DeepSeek’s noise. Also no US tech using this tech. Buying oppy - Dan Ives
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AkhenOsiris
You motherfuhqers were trying to avoid a black swan, well guess what...it was a blue whale
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AkhenOsiris
@qcapital2020

Chaikin taking a bow 😂
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AkhenOsiris
Stephanie Link out to lunch here on CNBC, yikes
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AkhenOsiris
End up being a day trader on these days with violent moves
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AkhenOsiris
RT @Kantrowitz: Hey remember this
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⁠Quiver Quantitative
Facebook stock, $META, has now risen 16% since Marjorie Taylor Greene started buying in November.

Up again today. https://t.co/rB9dIIGZoz
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⁠Dimitry Nakhla | Babylon Capital®
Talk about volatility & large swings 📈📉

In a wild 4-week ride, $NVDA stock price was +13% in 2025 & now it’s close to -13% YTD 🤖 https://t.co/3igsKqfoqQ
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⁠Stock Analysis Compilation
Nightview Capital on Taiwan Semiconductor Manufacturing $TSM US

Thesis: Taiwan Semiconductor Manufacturing Co. (TSMC) is a dominant market leader in the semiconductor industry with significant revenue growth, strong AI demand, and an attractive valuation, solidifying its competitive advantage.

(Extract from their Q4 letter)
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CFO Insider Purchase

The CFO of $ALLY has just reported purchasing $750k of the company's stock, increasing his ownership stake by 10%

This is the first insider purchase we have seen at Ally in over 2 years.
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⁠Startup Archive
RT @a16z: Timeless advice from @bhorowitz 👇

Nobody Cares by @bhorowitz https://t.co/Eu0yA9rlfJ - The Founders' Tribune
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