LTCM @LTCMisallocator

as good a time as any Joined January 2025

Tweets

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77
Following

453
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17

Mostly Borrowed Ideas @borrowed_ideas

2 days ago

Reader response to my piece on "what if there's an AI overinvestment"

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🏴‍☠️ @calvinfroedge

3 days ago

I spent all of last year pounding the table on PGMs. $sbsw $impuy $angpy $pall $pplt LOOK AT THIS CHART. LOOK AT IT.

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hey man, wanna be a founding engineer at my startup? we’re gonna be using ai and agents and stuff to disrupt some industry you don’t care about. here’s the investors who backed us. you haven’t heard of this one but they made a lot of money investing in this other company. we’re…

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jade 🏳️‍⚧️🏴󠁧󠁢󠁷󠁬󠁳󠁿 @jade3x3

3 months ago

fapping = gooning trolling = ragebait 420 = 67 savage = aura rekt = mogged

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Alix Pasquet @alixpasquet

4 months ago

Portfolio Management: The Expectational Spectrum. Where do you invest in the expectational spectrum? Imagine a spectrum where on the left are stocks with very low bombed-out expectations. In the middle are stocks with consensus expectations and then on the right are those with…

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Alix Pasquet @alixpasquet

5 months ago

Woulda Coulda Shoulda Capital Management, those guys kill it.

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Cluseau Investments @blondesnmoney

8 months ago

In my opinion, their is a huge equity premium for US equities because American companies can essentially do whatever they want to maximize profit. Ship jobs overseas, perpetually raise prices, fire people at will. You can't really do this anywhere else. If President Cheeto is…

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Bucket Shop Capital @bucketshopcap

6 months ago

Took yesterday afternoon & last night to completely unplug from this place/all social media. I have to admit, especially given the recent political noise, it was a hugely welcome break for my brain. I recommend it. Burnout from being “too online” is very real nowadays.

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"adam" @adam__xyz

6 months ago

Strange that the three podcast princes (Ferriss, Huberman, Friedman) who millions of young men turn to for advice on how to live and think are all single and childless, past the age of 40.

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Markets & Mayhem 🤖 @Mayhem4Markets

8 months ago

😂😂

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Banger Archive @bangerarchive

8 months ago

banger @anammostarac

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LTCM @LTCMisallocator

8 months ago

Called it!

squawksquare @squawksquare

8 months ago

Called it!

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Mads @MadsPosting

8 months ago

happy chinese new year to all my nice chinese followers

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ₕₐₘₚₜₒₙ @hamptonism

8 months ago

Nvidia this, DeepSeek that, dude, CARTI DROPPED.

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LTCM @LTCMisallocator

8 months ago

GURGAVIN @gurgavin

8 months ago

https://t.co/rsXmiGz2Mu

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LTCM @LTCMisallocator

8 months ago

A must read: artificialanalysis.ai

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Stock Talk @stocktalkweekly

8 months ago

WALL STREET COMMENTS ON DEEPSEEK BANK OF AMERICA - "AI investment for expected model training needs has driven significantly higher capex spending; for 2025E, we est. expected capex for the cloud sector increased 55% since 4Q’23 and Meta recently announced its plans for $60bn-…

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Bay Area People’s Republic 🚩☭ @21stcentury_ML

8 months ago

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Mads @MadsPosting

8 months ago

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Benn Eifert 🥷🏴‍☠️ @bennpeifert

8 months ago

There is no cheat code to markets. No little secret that only you and a small group of your fellow intrepid learners know. Especially not one taught to you by an options guru for $99 a month. Put in the hard work, learn, look at actual data, not fake screenshots of pnl.