Pythia Cap: Vertical Market Sycophant @PythiaR
Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan. Des Moines, Iowa Joined June 2019-
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Pythia Cap: Vertical Market Sycophant retweeted
Delete the dating apps … listen to me.
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Vibe coding is crazy. I vibe coded a fully sentient AI Mark Leonard and we’ve already closed 17 VMS deals all of whose customers immediately churned off for other AI-native vibe coded competitors. We got the funding from $CSU.TO management & board. They lost all their money.
Pythia Cap: Vertical Market Sycophant retweeted
“This feels like 1999 again.” No, it doesn’t. And I was there (here). I joined Cisco in January 2000 as a co-op, then full-time in May 2001. At the time, Cisco was the hottest infra company on the planet, riding the wave of the dot-com boom. But by the time I started…
“This feels like 1999 again.” No, it doesn’t. And I was there (here). I joined Cisco in January 2000 as a co-op, then full-time in May 2001. At the time, Cisco was the hottest infra company on the planet, riding the wave of the dot-com boom. But by the time I started…
It’s happening
Pythia Cap: Vertical Market Sycophant retweeted
@NickTimiraos While immigration and tariffs may exert upward pressure on prices, the biggest risk to inflation is the Fed cutting into a meltup in asset prices and soaring business confidence
Pythia Cap: Vertical Market Sycophant retweeted
Former Roper Technologies VP on the stickiness of VMS: "Your question might be whether it's too sticky for a law firm to stick to custom-built legal practice management software or for a hospital to stick with hospital management software. My answer is that this stickiness is…
Pythia Cap: Vertical Market Sycophant retweeted
$GOOGL After 7 years of buybacks and a 13% reduction in share count, Alphabet has returned its share count to levels last seen in 2006.
Pythia Cap: Vertical Market Sycophant retweeted
This is one of my favourite podcasts. Very indepth, not surface level. Here’s a good episode with @peter_mantas (he has some other good ones over the last few years on same Pod. @marketplunger1
Pythia Cap: Vertical Market Sycophant retweeted
checking in on $CSU open market buys/sells in September, CSI Chairman and Harris CEO both made purchases
Pythia Cap: Vertical Market Sycophant retweeted
Mark Miller co-founded Trapeze, $CSU.TO's first ever acquisition - he's OG CSI volarisgroup.com/acquired-knowl…
Pythia Cap: Vertical Market Sycophant retweeted
Good pod w/Joseph Shaposhnik who runs the TCW New America Premier Equities Fund He is super high quality focused - nice single stock discussions on $AVGO, $CSU, $FICO & $ROP - I also enjoyed hearing his views on capital allocation Top positions below
Pythia Cap: Vertical Market Sycophant retweeted
What in the actual fook is going on here?
Pythia Cap: Vertical Market Sycophant retweeted
Amid Section 232 noise on Medtech: good thing Clearpoint Neuro $CLPT manufactures everything in Carlsbad, CA which, despite rumors, remains part of USA at last check. cnn.com/2025/09/25/bus…
Pythia Cap: Vertical Market Sycophant retweeted
I’m Till Eckert, a ProPublica reporter. For the past 2 weeks, I’ve been going to the same NY immigration courthouse. Nearly every time, I see ICE agents arresting immigrants. Today, a woman was slammed to the ground after begging officials not to take her husband away. Thread👇
Pythia Cap: Vertical Market Sycophant retweeted
BREAKING — Israel and U.S. sign a $5 billion deal for the demolition of four nuclear power plants in Iran
BREAKING — Israel and U.S. sign a $5 billion deal for the demolition of four nuclear power plants in Iran
Pythia Cap: Vertical Market Sycophant retweeted
Silicon Valley’s first exit goes hard.
Silicon Valley’s first exit goes hard.
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