Gavin Baker @GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U youtube.com/gavinbakerport… Boston, MA Joined July 2011-
Tweets9K
-
Followers125K
-
Following4K
-
Likes123K
Great thread on bubbles. Reminded me of the quote “If you owe the bank $1 million, the banks owns you. If you owe the bank $1 billion, you own the bank.” Variously attributed to Caesar, Keynes and Getty. The point of the thread is that in some way, bubbles often “own” the bank
Great thread on bubbles. Reminded me of the quote “If you owe the bank $1 million, the banks owns you. If you owe the bank $1 billion, you own the bank.” Variously attributed to Caesar, Keynes and Getty. The point of the thread is that in some way, bubbles often “own” the bank
The resilience of housing as measured by mortgage applications in April despite a fairly significant increase in rates is the most interesting recent macro development to me. Obviously inflation has also been resilient/resurgent. Curious to see April Pending Home Sales.
I think AI exposure is *most* overvalued in Industrials by a wide margin. Especially when considering the implied multiples on their “AI” revenue and profit. Ironically, AI exposure is cheapest within Tech. Not saying it is cheap, just cheapest looking across the market.
Super interesting.
Every time I get a new iPhone, iPad or Pixel, I am unreasonably happy about how much faster it is, the camera, the battery, etc. This lasts for at most 3 days and then I take it for granted. Adaptive preference.
The best way for adversaries to interfere in the American election is through the price of oil. Just a thought given recent developments both geopolitically and price-wise.
Beginning to think that latency is just as important as quality for LLMs. I consistently gravitate to the lowest latency experience.
“God created Arrakis to train the faithful.” Public market investing is the Arrakis - and sometimes the Salusa Secundus - of investing. And I love it so much.
ARM gets roughly 0.15% of Nvidia’s total gross profit $ per GB200 NVL72 rack using reasonable per core royalty assumptions. Intel gets 1.5%ish of Nvidia’s total gross profit $ per comparable x86 rack. Wild success for the GB200 NVL72 and a 35/65 share split in favor of Intel…
It is difficult at scale to sell servers without *also* selling storage given bundling.
Finally watched “Dune: Part 2” after rewatching Part: 1. Epically awesome. Just wish they had more thoroughly explained *why* Paul changed his mind about becoming a religious figure in the context of the movie’s narrative.
Going to reread both “A Deepness in the Sky” and “A Fire Upon the Deep.” RIP Vernor Vinge. One of my favorite authors. The beginning of “A Fire Upon the Deep” is the best of any Science Fiction novel IMO.
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Daniel S. Loeb @DanielSLoeb1
124K Followers 993 Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Jerry Capital @JerryCap
41K Followers 564 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Tren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Brett Caughran @FundamentEdge
37K Followers 3K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
sym5950 @edcyclic
0 Followers 239 Following
Travis @reinhardtravis
108 Followers 568 Following Here for all things finance, technology & dad life | MD at WorkPlay Ventures and ex-@GoldmanSachs | Decade+ in investment banking + strategic finance
Apple blossom @Applebl10758682
30 Followers 2K Following
Pud @FalconEyeCrypto
234 Followers 1K Following Crypto Analyst // Ex-@JPMorganAM // Digital assets & DeFi // Invest at your own risk and DYOR // @Token2049
Sloane @Sloane126
2K Followers 163 Following “Be yourself, everyone else is already taken.” “Trying to be legendary 🔝” “Wanna complete my whole career perfectly “ ✈️🌎📖📚🏌️♀️⛳️
Adele @lanchen2000
68 Followers 918 Following
Chloe @Chloe73428627
3K Followers 1K Following
qs9ol @qs9ol
2 Followers 72 Following
Karim Jiwa @AlkarimJiwa
434 Followers 368 Following Banker by day🏦, Kenyan by heart🇰🇪, Aspiring to create impact using logos, pathos, ethos…… Clubhouse: @karimjiwa. Instagram: @alkarimjiwa
MONIQUE DIAZ @webmaster3123
39 Followers 721 Following
Crouton Payments @Bond_Crouton
0 Followers 7 Following
Anjali Surendranathan @Anjalibonafide
4K Followers 2K Following Career diplomat posted at Paris. All views are strictly personal, RTs not endorsements.
Jeremy Schmidt @JeremyS47504419
44 Followers 217 Following
nirvana_cap @CapNirvana
1 Followers 39 Following
Ragerfundz @ragerfundz
816 Followers 3K Following
Hunter @h_beebe33
66 Followers 56 Following
burner phone 🔥 @burnerphone1776
5K Followers 5K Following when an account shows you who they are, believe them the first time. ~ Maya Angelou-ish 🤷♀️ #MAGA4THEWIN
wootie7 @glassfire77
96 Followers 166 Following
Aaron Fleishman @AarFleishman
340 Followers 905 Following MSc Finance @IEbusiness 📈 MSc Business Analytics & Big Data @IE_SciTech 💻 CFA Level 3 Candidate 👨🏻🎓 BLS Medic 🚑 Adventure Chaser 🏔️
TNTN @5631mega
13 Followers 153 Following
Tamera Schuck @TSchuck
36 Followers 165 Following Zinzino partner for health, prosperity and above all God.
Soufiane Zejli @SoufianD_
18 Followers 139 Following
Diogo Bodas @diogobodas97
0 Followers 18 Following
Gab-thecoolest @Gab_dude_abides
454 Followers 5K Following bi-modal musings on what I find interesting in science and technology. I'm particularly interested in Co2 reduction chemistry and cleantech.
New User Experiences @UseWyg
191 Followers 1K Following Focus on #newUsages #TimeSaving #RemoteWorking & #RemoteTeams #Automation #AI
Allah Given @Allahgiven
0 Followers 8 Following
E. Taggart Saint-Even.. @saintevens
23 Followers 1K Following Tech nerd, GNU/Linux admirer, BSD advocate. #freebsd #pfsense #anonabox, Lady's Man
Lee JJang @ljh661331442
295 Followers 4K Following
Theesheys @TheesheyspHr9K
0 Followers 17 Following
MFFSH @mouad_mffsh
171 Followers 2K Following
Shashi Shekhar @sshekhar
300 Followers 2K Following CyberSecurity Geek, Customer Experience Strategist #CX
Craig Weiss @craigzLiszt
2K Followers 1K Following Founder & CEO at https://t.co/QXovR5R2Ft (YC W22) 🚚🏛 | @ycombinator | past: @scale_ai, @google, @meta, @snap, @lyft, @nasa
Mitch Rubin @mitch7135
328 Followers 3K Following Community Volunteer, Former Financial Executive & Manhattanite
Sydney @CKSCurious
42 Followers 371 Following
JoJoLily @JoMandrews40
2 Followers 8 Following
上善若水(互fo) @tanjiagoudahao
482 Followers 960 Following
Healthtrade Group @HealthtradeG
83 Followers 731 Following
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Daniel S. Loeb @DanielSLoeb1
124K Followers 993 Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Jerry Capital @JerryCap
41K Followers 564 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Tren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Brett Caughran @FundamentEdge
37K Followers 3K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
John Comiskey @Johncomiskey77
12K Followers 455 Following Engineer (mortgage tech), attorney (non-practicing). Opinions totally my own, not advice of any type.
HH Sheikh Mohammed @HHShkMohd
11.2M Followers 68 Following Official Tweets by His Highness Sheikh Mohammed bin Rashid Al Maktoum
Pliny the Prompter �.. @elder_plinius
12K Followers 1K Following latent space liberator, breaker of markov chains, 1337 ai red teamer, white hat, architect-healer, cogsci 🐻
Elisheva Ysabella Haz.. @ysabellahazan
46K Followers 839 Following Civil Law (LL.L) & Doctor of Law (J.D) ⚖️ | Int'l Speaker 🗣️| Founder Jewish Empowerment Movement 🇮🇱🕊️אור ,אמונה ,אהבה ,אמת
Romain Lacombe @rlacombe
6K Followers 6K Following AI/ML⚡️+ chemE 🧪 @Stanford Building for human & planetary health Prev: founder & CEO @Plume_Labs (acq. @AccuWeather)
Nick Gray / How to Ma.. @nickgraynews
43K Followers 3K Following Follow me to be more interesting and meet inspiring people 👋🏻 I built and sold 2 multi-million dollar companies, Museum Hack and FDS Avionics
Rand Fishkin (follow .. @randfish
465K Followers 125 Following Co-founder https://t.co/UdbZdchYHD & https://t.co/hWzhpB4Sjz. Rarely on Twitter post-new-ownership. Follow https://t.co/7dqtGzKInf instead.
Vivek Raghunathan @vivek7ue
4K Followers 2K Following * AI + search at @snowflakedb. * Co-founder @Neeva (acquired by @snowflakedb). #NeevaAI = AI search engine with LLMs. * Ex-VP of Engineering @Google
David Dredge @ConvexityDredge
3K Followers 54 Following
Edward Conard @EdwardConard
4K Followers 714 Following Top-10 NYT bestselling author @AEI Retired @BainCapital Partner https://t.co/gmmdbORBTO Tweets of noteworthy economic news from my research team.
Christian Hendriksen @chehendriksen
583 Followers 572 Following Assistant Professor at Copenhagen Business School. Author of https://t.co/sU6rzW8k6Q
Nancy Pelosi Stock Tr.. @PelosiTracker_
561K Followers 224 Following Highlighting Politicians' trades so we can invest alongside Goal: get them banned from trading Powered by @joinautopilot_
Grant Sanderson @3blue1brown
365K Followers 362 Following Pi creature caretaker. Contact/faq: https://t.co/brZwdQfdif
Matt McClintock @MattJMcClintock
649 Followers 193 Following Consumer/Retail equity focus (free man after 15 yrs penance LEH, BARC, RJF). 2nd life Entrepreneur. Hobby talking shop old coverage universe.
John Horton @johnjhorton
14K Followers 2K Following Economist researching online marketplaces. Mind and Hand. Co-founder of @ExpectedParrot
Alex Clemmer 🔥🔥.. @hausdorff_space
4K Followers 1K Following Brexit, Britney Spears, and Buffalo Wild Wings. if there aint no ring on my finger you aint goin on my gram wasq'u descendent.
Rep. Elise Stefanik @RepStefanik
541K Followers 745 Following Proud Representative for New York's 21st Congressional District. House Republican Conference Chair. 📸 Instagram: @repstefanik
Keller Rinaudo Clifft.. @KellerRinaudo
8K Followers 542 Following Founder and CEO @Zipline. Previously, built DNA/RNA computers and climbing walls. Harvard grad. Ex-professional rock climber.
Mike Lewis @ml_perception
6K Followers 227 Following Llama3 pre-training lead. Partially to blame for things like the Cicero Diplomacy bot, BART, RoBERTa, kNN-LM, top-k sampling & Deal Or No Deal.
Niels Hoven @NielsHoven
20K Followers 2K Following Founded @MentavaInc to support high achieving kids. Seeker of truth, critic of tribalism, lover of ice cream. Tweets about startups, education, and my four kids
Collin Rugg @CollinRugg
1.1M Followers 428 Following Co-Owner of Trending Politics | Investor | American 🇺🇸
Patarames @Pataramesh
31K Followers 290 Following Open source (-only) military technology analyst. Iran, Middle East, Russia, China, North Korea, Israel Geopolitics, nuclear war and behind the scene strategies
Voss Capital @CapitalVoss
10K Followers 1K Following Value Oriented Special Situations https://t.co/G4gqDP6iLK
Alexandra Sternlicht @iamsternlicht
5K Followers 1K Following Tech reporter @fortunemagazine covering creators & social media. Soon @bagehots. Ex @forbes @nytimes. [email protected]; signal: asternlicht.62
Séb Krier @sebkrier
6K Followers 5K Following 🪼 policy dev & strategy @GoogleDeepMind | vinyl junkie, noosphere cartographer, deep ArXiv dweller, interstellar fugitive, uncertain | 🇮🇷🇱🇺🇬🇧🇫🇷
Senator John Fetterma.. @SenFettermanPA
172K Followers 74 Following United States Senator fighting for the people of the Commonwealth of Pennsylvania.
Gregory Brew @gbrew24
18K Followers 4K Following Analyst, Iran and Energy @EurasiaGroup. Formerly @ISSYale. Author of "The Struggle for Iran" and "Petroleum and Progress in Iran." Views my own.
Levent Kemal @leventkemaI
102K Followers 4K Following Journalist - Advisor / Conflict areas @MiddleEastEye @AJStudies Founder of @ActaFabulae Circassian
TechStockFundamentals @TechFundies
6K Followers 356 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
🥦 Jake Taylor 🎉 @farnamjake1
14K Followers 483 Following Value: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.
adammaj @MajmudarAdam
8K Followers 201 Following founding engineer @thirdweb // cs + neuro (on gap) @Penn
Clark Tang @_clarktang
3K Followers 365 Following investing @ altimeter // be humble, never stop learning // no investment advice
Olivia Reingold @Olivia_Reingold
16K Followers 291 Following staff writer @thefp TBT: @politico, @report4america, @columbiajourn
Wilfred Reilly @wil_da_beast630
111K Followers 3K Following A college professor now, I am a former corporate executive, freedom rider, law student, and poor kid. Man attracted to non-men.
Jill Hazelbaker @jillhazelbaker
2K Followers 477 Following currently at uber. former snapchatter/googler/politico. mama to 3. #mccainiac
Rodrigo Benedetti @RodriGo_ethe
4K Followers 266 Following Say no to multiple arbitrage. https://t.co/PKZxXdYUJp
♡Lia♡ @actually_lia
20K Followers 723 Following
Matthew Johnson @SingularMattrix
12K Followers 3K Following Researcher at Google Brain. I work on JAX (https://t.co/UGa5tGfinF).
Christopher F. Rufo �.. @realchrisrufo
659K Followers 1K Following Working with @CityJournal, @ManhattanInst, @Hillsdale. NYT best-selling book: https://t.co/NPfoB06UwJ. Substack: https://t.co/nut2MvrkA4.
Michael Sobolik @michaelsobolik
7K Followers 2K Following Christ-follower | senior fellow @afpc | author “Countering China’s Great Game” @USNIbooks | host GREAT POWER PODCAST | @chelspat’s husband | cocktails
Riva @rivatez
69K Followers 6K Following
Nadim Hossain @NadimHossain
4K Followers 1K Following VP Product @Databricks | Founder @BrightFunnel | ex @Uber ATG | Talk about #data #ai #analytics #saas #selfdriving #vc #sf | #tennis #boxing fan
John Yang @jyangballin
2K Followers 450 Following CS/NLP MS student @princeton_nlp Previously @Berkeley_EECS
kira 👾 @kirawontmiss
1.6M Followers 1K Following self-proclaimed free thinker https://t.co/r8TGRYgBAG
This is important to understand and point out: These protestors are justifying their rule violations by invoking their right to protest and free expression. But at the same time we have seen the encampments at UCLA, Columbia, Yale, and several other schools not only take over…
NEW statement from Yale President Peter Salovey: “What occurred yesterday on Cross Campus was the opposite of free expression.” “To claim control of a shared physical space and to impose an intellectual and ideological litmus test are not in keeping with our bedrock principles…
He broke the record of 228 jumps in 10 seconds in the rope jumping competition.
.@JMilei is only a few months in office and already Argentine 🇦🇷 Peso was the world's best currency in the last 3 months 👇
hello is that the police, I'd like to report a murder
Two Israeli soldiers were killed fighting in central Gaza yesterday. 🕯️ Master Sgt. (res.) Ido Aviv, 28 🕯️ Master Sgt. (res.) Kalkidan Meharim 37 They gave their lives for the State of Israel. May their memories forever be a blessing.
UCLA anti-Israel students physically block a Jewish student from freely moving around his own campus. The 1930s are returning Via @VividProwess
Israel floods Gaza with humanitarian aid. Why is it not covered in international news?
STATEMENT BY @IDFSpokesperson, Rear Admiral Daniel Hagari: Over the last few weeks, the amount of humanitarian aid going into Gaza has significantly increased. In the coming days, the amount of aid going into Gaza will continue to scale-up even more. 1/8
Oh the other divider tends to be: amateur traders have an excuse for every single loss they've ever made, while professionals tend to understand that your loss is your own, and it doesn't matter -- there's no conditional. You made money or you didn't. That's the only thing that…
This is at a public university… IN AMERICA 🇺🇸
NEW: Jewish UCLA student blocked from entering his own school while he tries attending class. Eli Tsives was refused entry by pro-Palestine students on campus according to his post on IG. "They didn't let me get to class using the main entrance! Instead they forced me to…
@UCLA Jewish student trying to attend class is forcibly prevented entry by 6 masked Pro-Hamas students while UCLA guard stands by and DOES NOTHING. “I am a UCLA student…my class is over there. I want to use THAT entrance. Let me go in.” #AntizionismIsAntisemitism 🎥…
Reminder the guys willing to go into the weeds on this stuff are doing God's work.
New letter on DOJ v. Google patient-capital.de/s/Investor-Let… Judge Mehta hears closing arguments this week, I discuss what's next. cc ppl (all worth a follow) who might be interested in p. 23ff. testimonies/EU choice screens: @borrowed_ideas @compound248 @benthompson @JerryCap @PythiaR
True
Poverty is the underlying cause of homelessness, say the mainstream media. But it's not. Poverty has declined steadily for decades as homelessness got worse. And people priced out of their housing for reasons unrelated to addiction or untreated mental illness find another place…
Having babies is a “right-wing plot” to save humanity from extinction 😂
Ep. 1357 - The Dastardly Right Wing Plot To Have Babies And Save Humanity From Extinction TIMESTAMPS: 00:00 - 00:31 Opening 1:55 - 18:23 The Dastardly Right Wing Plot To Have Babies And Save Humanity From Extinction 19:14 - 28:51 Columbia Student Who Said Zionists Don't…
The USA only has ~4% of Earth’s population. Just 1% of Earth moving to America would overwhelm essential medical and other services. It’s not sustainable. As always, I’m very much in favor of *legal* immigration. Anyone smart, hardworking and honest should be welcome here.
20,000,000 illegal immigrants and that is just what we were able to record. That is more than 47 state's population! The insanity has to stop and we must secure our border now. martyforcongress.vote
@ShaiDavidai @Columbia The young on the left are obviously already openly antisemitic. As they grow in seniority, this will become the entire left.
Worth hearing this lecture by @GadSaad
Trends for United States
You might like
