Glen Kacher @GlenKacher
Managing Director & CIO of Light Street Capital. Tech investor and sports fan. A bright future relies on innovation. Opinions are mine. No investment advice. Palo Alto Joined February 2009-
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Kyle Shanahan is going to revolutionize football when he unveils his 6 WR, 4RB, no Olinemen formation. 🔥🔥🔥🔥🔥
SkoBuffs! Nice to connect with Coach Pat Shurmur! Super nice guy! #GoBuffs
This does not compute
Elon: “robotaxi’s that sell excess inference capacity for compute” Market: sounds totally reasonable. +12% Zuck: “AI related revenue will come in the future but have to spend for it now” Market:
Wow, big change if true.
The fake no/low volatility of Private Equity valuations is a joke ft.com/content/a16124…
10 blue links nonsense exposed $GOOG
AI 5 update: +6.6% today for Broadcom (AVGO) takes its 22% YTD return higher than both AMD and MSFT YTD. #AI5 MU (not in the AI 5) is making a +15% move on its HBE memory for AI installations being sold out for 2024, driving its YTD return to 29%. Other high quality AI-enabled…
I guess Apple was busy developing the Apple car. Besides, they already have Siri. 😉
I guess Apple was busy developing the Apple car. Besides, they already have Siri. 😉
i have some bad news about how the global financial system is managed
i have some bad news about how the global financial system is managed
A lot of hedge funds are betting against Google. "It's over they say. Ten blue search links is a broken interface. We just want answers. Google doesn't get AI. It's too expensive to serve AI results for every search." OK, really? Is it going to be cheaper for the competition…
Despite today’s pullback, AI5 (NVDA, AMD, TSM, AVGO, and MSFT) up 36.7% YTD vs Magnificent 7 up 14.2% YTD.
If one of your most memorable company brands is a mistake…that means you might not work for much of a marketing company wsj.com/tech/microsoft…
If Google ($GOOG) hires a new CEO dedicated to AI-focused search, it will be MSFT under Satya or META under Zuck 2.0. Will Larry and Sergey make it happen? Will Sundar correct his current course and retain the job?
Sundar at Google is another Balmer-like figure, carrying the torches of prior leadership. Until Google shows that it can take an industry leading role in generative AI without kowtowing to the fears of statistical bias or lower gross margins, Google’s multiple will decay. It will…
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
Daniel S. Loeb @DanielSLoeb1
124K Followers 993 Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
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
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
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”.
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
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
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!
Compound248 💰 @compound248
58K Followers 658 Following "That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
Bucket Shop Capital @bucketshopcap
11K Followers 905 Following Private investor. Former allocator and buyside TMT analyst.
Bill Gurley @bgurley
665K Followers 2K Following VC @benchmark, Investor: @grubhub, @zillow, @uber, @stitchfix, @nextdoor, @glassdoor, @hacker0x01, @solvhealth, @roverdotcom, @instawork Trustee @sfiscience
Josh Wolfe @wolfejosh
150K Followers 7K Following Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
SouthernValue @SouthernValue95
10K Followers 2K Following Infinitely curious. DMs open. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
Daniel Tenreiro @TenreiroDaniel
9K Followers 1K Following now: having conversations about AI. before: Thiel Macro, @NRO, @Yale. opinions belong to those who love them.
OpenLP @Open_LP
4K Followers 359 Following #OpenLP aggregates and amplifies insights across the entrepreneur ➡ GP ➡ LP venture ecosystem. Powered by @SapphirePrtnrs, the LP arm of @SapphireVC.
Brian McGrath @SecondariesChap
148 Followers 2K Following CEO @SecondaryLink. Storm chasing the next Secondaries Scoop
Aman Kabeer @AmanKabeer11
568 Followers 1K Following VC @FirstMarkCap, prev @ICONIQGrowth. Big Sports Guy (USMNT, Gators, Jags, MUFC). Unapologetic country music enthusiast. Thoughts my own
Elizabeth Li @elizabethli1234
2K Followers 301 Following divorced/🚫 DM /love nature/animals/art/photography /“Living the dream, one step at a time. 🌟👣”
Vijairahul @vijairahul
56 Followers 197 Following
Scott Simon @ScottSimon81
32 Followers 135 Following
tripdeke @tripdeke
0 Followers 357 Following
Brendan Fitz @beastblue1
74 Followers 269 Following “Be so strong that nothing can disturb your peace of mind.” - Carlos Gracie Sr.
BoxNCase @boxncase
163 Followers 2K Following Wholesale to public :: Premium Imported, Gourmet, Fine Foods, Confectionery and Beverages.
Sonia @Sonia6269088464
189 Followers 2K Following
Batfab @yrdnehluap
824 Followers 5K Following
Wallawalla @theNewillest
30 Followers 140 Following
Daisy Jones 🇺🇸 .. @izuel995
288 Followers 188 Following I like to diversify and currently I created my own spa in Manhattan, I manage a team of more than 20 people, my spa is located on 5th Avenue in Manhattan, besid
Kwabena Bediako @Kobe_Bedi
1K Followers 3K Following SWE || YouTuber || Live as if to die tomorrow, Learn as if to live forever!
Bryan Shao @BryanShao4
0 Followers 20 Following
Lee Bressler @leebressler
63 Followers 149 Following Tech & sales strategy. Founder at Spring Close Advisors. Alum @microsoft @wharton. Occasional comedian
Dr. Eli David @DrEliDavid
590K Followers 6K Following Researcher, Lecturer, Entrepreneur & Investor | Co-Founder at @DeepInstinctSec | Top 100 Most Influential Twitter Accounts | All opinions are my own.
Jonathan Hu @jonathan_hu_
31 Followers 138 Following
James Slavet @JamesSlavet
35 Followers 237 Following Investor and company builder focused on mission-driven tech startups
Daniel Liao @danielliao2077
17 Followers 2K Following momentum stock trader / financial reporter Taiwanese
Punter @TraderUgwu
116 Followers 2K Following Global Macro Trader Across Asset Classes......Tweets are not trading/investment advice
Paolo Zesati @paolozes
7 Followers 59 Following
matt @MIngorvaia
28 Followers 86 Following
iambatman @gautam8
129 Followers 1K Following
Neelay Trivedi @neelsonwheels
175 Followers 1K Following Jersey Shore enthusiast (the place and the show). Patriots fan. Former Editor in Chief @StanfordReview.
Kagen @Kagen_R
65 Followers 85 Following Here To Learn Finance & Economics Student Writing About Things That Interest Me
Xiaolei @xiaoleiwangg
179 Followers 176 Following
Jakub Polec @jakubpolec
470 Followers 2K Following Building Profitable Algo Strategies | Quantitative Researcher & Dev | Financial Data Scientist | ML Investing | Sharing Code for Algorithmic Systems | PhD
Macro Desk @macrodesk
69 Followers 2K Following
Daniel Husain @Budd_Gano
5 Followers 36 Following
Greg Powell @GregPowell
207 Followers 1K Following
Sai @vsaikorimilli
0 Followers 12 Following
steve @sreller
35 Followers 57 Following
shawn @shawnnya
91 Followers 1K Following
Petrichor Capital @SmellCap
1K Followers 367 Following Drifters of this world are the collectors of forgotten knowledge, lost technologies and broken histories
Joseph Flaum @joeflaum
45 Followers 242 Following
yousif @dragonx_9
2 Followers 376 Following
Derek Essoyan @dessoyan
65 Followers 533 Following
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
Daniel S. Loeb @DanielSLoeb1
124K Followers 993 Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
Jerry Capital @JerryCap
41K Followers 565 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.
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
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”.
Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
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.
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!
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
Bucket Shop Capital @bucketshopcap
11K Followers 905 Following Private investor. Former allocator and buyside TMT analyst.
Bill Gurley @bgurley
665K Followers 2K Following VC @benchmark, Investor: @grubhub, @zillow, @uber, @stitchfix, @nextdoor, @glassdoor, @hacker0x01, @solvhealth, @roverdotcom, @instawork Trustee @sfiscience
Josh Wolfe @wolfejosh
150K Followers 7K Following Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
Ram Parameswaran @_ram_
23K Followers 5K Following Founder : Octahedron | Research : https://t.co/kw2dvBKY3P
Brian @byysports
7K Followers 4K Following 30 and 5 made me believe. #DubNation #FTTB Temporary member of #AllHands for the playoffs.
TheSonOfWalkley @TheSonOfWalkley
10K Followers 414 Following BREAKING TECH STOCK NEWS 24/7. NOT FINANCIAL ADVICE.
Shai Davidai @ShaiDavidai
90K Followers 1K Following Jewish Israeli. Father. Partner. Zionist. Assistant Professor @Columbia_Biz
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_
LIV Golf Nation @LIVGolfNation
25K Followers 585 Following Independently run LIV Golf fan page covering all things golf related. NOT affiliated with LIV Golf League. #LIVGolf #whereitsAT
Austin Greaser @AustinGreaser
3K Followers 160 Following Salvation by Grace through Faith | UNC Golf ‘23 #GoHeels🐏
Spitfire @DogRightGirl
135K Followers 4K Following Feisty AF🇺🇸Dogs rule all💕🐾Heavy on snark & sarcasm🇺🇸America First🇺🇸Subs donated to @BCRFcure💞
Michael Donaldson @MDDonaldson
135 Followers 611 Following 👨🏻💻 Angel Investing at Labor Capital | Tech. Health. Syndicate: https://t.co/UCLdveyIyT…
CNBC's Closing Bell @CNBCClosingBell
174K Followers 72 Following Closing Bell hosted by @ScottWapnerCNBC airs live Monday-Friday at 3PM-4PM ET on CNBC. Taking you through the most important hour of trading and beyond.
Just Another Pod Guy @TMTLongShort
2K Followers 5K Following TMT L/S. “All models are wrong but some are useful”
Chad Johnson @ochocinco
3.2M Followers 7K Following McDonalds is cheaper than therapy & never forget you’re paying for sex indirectly but the word “relationship” changes the narrative.
Charles Leclerc @Charles_Leclerc
3.1M Followers 187 Following Formula 1 driver @scuderiaferrari - JB17 - Papa👼
Lando Norris @LandoNorris
2.7M Followers 69 Following Race super fast cars in Formula 1 with @McLarenF1
One Tree Capithill @KWSCapital
102 Followers 1K Following Forever trying to be less bearish. Stock ideas and thoughts, maybe some recipes.
Rjey @RjeyTech
24K Followers 227 Following Tech Influencer Who Failed to Influence His Own Sister..NEW WALLPAPER PACK 😮💨: https://t.co/fr0yKaTrnB Follow for the latest smartphone reviews and daily tech.
Denver Hockey @DU_Hockey
34K Followers 795 Following 📝 🏒 😴 10x national champion University of Denver Pioneers hockey program. #TENver - Had a blue check mark once upon a time
Formula 1 @F1
10.2M Followers 95 Following The home of risk takers, late brakers and history makers 💫 NEXT UP - RACE 6 OF 24: MIAMI 🇺🇸 03-05 MAY
Gabagool Capital @MortadellaCap
450 Followers 800 Following Tech L/S equity. Be a wolf not a sheep. Not financial advice.
Vito @CorleoneCapital
1K Followers 759 Following Family man, investor, landlord. My goal is to use real estate, SMB, and stocks to gain financial freedom. Nothing I write is financial advice.
Justin Howell @JTHowell34
102 Followers 257 Following FCF based Value Investor, US Equity Portfolio Manager @ TD Epoch, Husband & Father of 3, U of Michigan Alum, NBA fan
Navy Equipment @NavyEquipment
7K Followers 188 Following All things Navy Athletics Equipment. Sometimes, we are too busy to post.
Navy Football @NavyFB
90K Followers 705 Following The Official Twitter Account of Navy Football. #GoNavy | #RollGoats
U.S. Pacific Fleet @USPacificFleet
322K Followers 648 Following The U.S. Navy's Pacific Fleet is the world’s largest fleet command.
Dontay Atkinson @DonAtkinsonNFL
4K Followers 662 Following Writer and Sports Analyst for ReachNorth Media and editorial columnist for The Morning Line. #NFL #49ers #TheBreedersCup
Seth Liebert @SethLiebert
201 Followers 592 Following Somewhere in the Multiverse | Corporate Strategy | Alum: @Swarthmore @DukeFuqua
Cannoli Capital @CannoliCapital
426 Followers 799 Following Formerly HF / Tech PE. Generalist now. An investment decision can be both good and bad until you observe the exit. All tweets are not investment advice.
Manas bajaj @ManasB91
70 Followers 2K Following Tech Investor, Soccer Fiend and Occasional Afternoon Napper (only Saturday’s)
Matthew Simpson @MattSimpy
100 Followers 429 Following Dad. Golfer. Bootlegger. Former Signal Caller.
7th Fleet @US7thFleet
191K Followers 122 Following At any given time, there are 50-70 ships, 150 aircraft and more than 20,000 Sailors and Marines assigned to the U.S. 7th Fleet.
Douglas Murray @DouglasKMurray
883K Followers 2K Following #1 bestselling author of 7 books including 'The War on the West'. @Spectator. Columnist @NYPost and @TheSun. Host of Uncancelled History: https://t.co/0XzJnchlbb
Dave Portnoy @stoolpresidente
3.1M Followers 2K Following El Presidente. I invented Barstool Sports. Owner of #DDTG Global. A DraftKings Man. 2 time bee sting survivor. I picked FDU moneyline
Rick Golfs @Top100Rick
38K Followers 2K Following Follow me if you love golf! Playing the top 100 golf courses in the USA and world and all the courses in between!
Billy Joe McKibbon @BillyMckibbon
898 Followers 21 Following Christian. Conservative. Rights and responsibilities. USA - the greatest country in the world. Freedom isn't free, everyone has to do their part.
Vivek Goyal @Goyal_Vivek
9K Followers 566 Following Partner @ Altimeter Capital. No investment advice
BrynTalkington @BrynTalkington
16K Followers 253 Following https://t.co/JdfN8uCR4N.repeat. (all opinions are my own)
Jenny VL Harrington @GilmanHill
27K Followers 461 Following CEO & Portfolio Manager at Gilman Hill Asset Management. Income & Dividend Lover, @CNBC Contributor. I WILL NEVER DM or SELL you anything. Pls report fakes.
Fabricated Knowledge @_fabknowledge_
16K Followers 465 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more V
AkhenOsiris @akhenosiris
2K Followers 230 Following Just an ancient pharaoh trying to navigate these things called markets. Numbers? Too complicated. Narratives and anecdotes? Yes. ***Not Investment Advice***
tae kim @firstadopter
56K Followers 10K Following Senior writer at Barron’s. I'm writing a book on Nvidia. Priors: Bloomberg Opinion tech columnist, CNBC, buyside. Email: tae.kim@barrons dot com
Jon Erlichman @JonErlichman
404K Followers 102 Following Tech, stocks & business history. Anchor “The Open” 9-10am on @BNNBloomberg & “Bloomberg Markets” 1-2pm on @BloombergTV 💍 @carolinelesley@m2jr @AcquiredFM @gilbert @djrosent Upside was so special. Long form tech winner deep dives.
My Dad joined Microsoft in 1988 as the head of applications, and it’s hard for me to describe the impact he had on my career. It was fun to listen to the @AcquiredFM podcast episode on Microsoft this week and hear his name come up a couple of times. @gilbert and @djrosent do a…
The 49ers have never made a move David has disagreed with.
And the 49ers didn't "help the Chiefs." SF knew they could trade back one spot in exchange for trading up a full round later on, and still get the player they wanted most in the second. They didn't want Suamataia. If anything, the 49ers hurt the Chiefs with the maneuver
Ricky Pearsall and Danny Gray are gonna be so sick on Special Teams together.
You could have bought $GOOG at ~10x two-year forward earnings at the beginning of last year Why didn't you?
Jim is an all time great character in the reality tv show that is the sport of football
sry john just now saw this
haven’t seen bears fans this excited since the last time they drafted a QB.
I will die on this hill. Full video here: youtube.com/live/sezijm0YI…
@ryanfrick @GlenKacher There’s only room for one Wiggins in this town
What are the odds the 49ers wanted Xavier Worthy and the Chiefs stole him from them?
John Lynch said he likes Ricky Pearsall's highlight tape.
Any #49ers fans, are you thirsty for some Kool-Aid? -John Lynch apparently
Cornerback was such a clear need for the 49ers. They passed on Cooper DeJean and Kool-Aid McKinstry to take someone that wasn’t even projected in the first round?
@49ers Cooper and kool-aid were on the board still 🫠🫠
There’s still some really good defensive players on the board just ten picks away from SF. Makes me a bit worried Lynch and Shanahan get too tempted to wave off the OL and pull the trigger on yet another D guy. Man…
@AvivaKlompas They should really listen to this Arab Muslim Israeli woman here - she got a Masters from Stanford and knows what she's talking about!
@Eldricks_hoes To be fair, if Jeff is an Annapolis man, he’s ok in my book.
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