TMT Turtle @TmtTurtle
Always 10 steps behind Interests: Fintech, Semis, Software Incoming TMT Banking Joined May 2023-
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Something people don't seem to be talking about: The TikTok deal represents both a "reset" and a potential future model for Chinese technology firms doing business in the US EVs, robotics and AI are next, and both sides want to set the tone in their favor for these negotiations
Growing confidence this 4th customer is Softbank + OpenAI. Let the supply chain digging begin! Intel Foundry has all the pieces of the menu to do this as well. Contrary to some folks beliefs. This week's @T_h_e_Circuit will have another Ben's Thesis Time!
Growing confidence this 4th customer is Softbank + OpenAI. Let the supply chain digging begin! Intel Foundry has all the pieces of the menu to do this as well. Contrary to some folks beliefs. This week's @T_h_e_Circuit will have another Ben's Thesis Time!
$Sbux about to comp at 10% #iykyk
Adam Jonas on $F results (pre-EV event): We expect Ford's EV event to be ambitious but find it hard to see beyond the headwinds they face Ford Blue=ICE, Pro=Commercial, Model e=EV
AI Agents are a real transformation in software monetization. Traditionally, software was largely capped at ~$10-50 or so per month per seat for any particular software. There’s outlier vertical software, but it generally always had roughly this ceiling. AI Agents on the other…
AI Agents are a real transformation in software monetization. Traditionally, software was largely capped at ~$10-50 or so per month per seat for any particular software. There’s outlier vertical software, but it generally always had roughly this ceiling. AI Agents on the other…
honestly, yea
Not remotely surprsingly that @figma has a top 15 Grindscore amongst all venture backed companies with >100 Glassdoor reviews. Grindscore = % of employees "Positive Business Outlook" / "Work Life Balance." Low WLB + employees who believe in the company = success.
It's funny, so many websites are so slow and the backends are so old that it'll make AI agents, even with fast inference, feel slow Delta takes 20 seconds to load flight results when searching... the agent waits this, like the user would, but the user blames the agent not Delta
Interesting counterpoint to the perspective I’ve been leaning towards
Interesting counterpoint to the perspective I’ve been leaning towards
Meta is reportedly looking to raise $29 billion from private capital to help build AI data centers in the US, with this consisting of $3 billion in equity and $26 billion in debt. $META
Coatue: ChatGPT has quietly creeped up to 29 minutes/DAU/day on mobile, rivaling social media giants
Coatue: Growth is increasingly scarce in public markets for software Just 5% of software companies having >25% NTM revenue growth, vs. 26% in 2021 Today, median NTM revenue growth in the software universe is 9%, vs. 17% in 2021
Coatue: Alternative funding is a huge driver of the private markets and AI boom
Wild to consider this story in the context of AI. AI generated videos are a brand new form of dissident social media content. At the moment, there is an “air pocket” where the technology does not exist to censor it. Could it trigger political chaos in China?
Wild to consider this story in the context of AI. AI generated videos are a brand new form of dissident social media content. At the moment, there is an “air pocket” where the technology does not exist to censor it. Could it trigger political chaos in China?
Wow, huge for Bain
Spear Invest on the DevSecOps convergence
The @FT has finally woken up: "On a Robinhood-like multiple of 44 times last year’s earnings, Revolut’s net income would only need to triple to meet the $150bn valuation." For perspective - net income grew 2.3x (from £344m in 2023 to £780m in 2024). 🤯 ft.com/content/5150c2…
Software creates soft men Soft men create hard times Hard times create hard men Hard men create hardware Hardware creates good times Good times creates software
Ellie @Eamerwea5391
37 Followers 2K Following The question isn’t who’s going to let me; it’s who’s going to stop me.
Caveman @Caveman_Capital
123 Followers 1K Following Trader, CFB Fantasy Football and Betting Degen, Texas Longhorn fanatic, father to 3 little psychos, and husband to sexiest MILF in Merica
LenaJerry @2czll9gXrSn0p
19 Followers 774 Following
QueenaPollitt @5ubULM4pL2bbl6
17 Followers 749 Following
alibi @ermlawl
3 Followers 45 Following
Nicholas Rossolillo @nrossolilllo
31 Followers 1K Following Biz, tech, history, music nerd. https://t.co/QbmpaqJJm6, Concinnus Fin invstmnt port mngr, small biz tub-thumper. Nothing here's personal advice.
CaraRusk @Ga9ymlwWjE59lw
20 Followers 750 Following
Matthew @Matthewos14
5 Followers 29 Following
BC1865 @BC_1991_1865
256 Followers 1K Following Classically Liberally Conservative | Buy Sider Stuck Selling
Ethel @Qani967
40 Followers 2K Following Don’t let anyone dim your light simply because it’s shining in their eyes.
BelleAddison @esUi52013jTt8
25 Followers 1K Following Beauty begins the moment you decide to be yourself. — Coco Chanel
Yvonne @7jPiOe4Pd5RH6Uo
23 Followers 1K Following
Belinda @8Ea1DtGpRWZ90SW
31 Followers 860 Following
Odells BBQ @odellsbbq
85 Followers 1K Following Someone believing in hard work, an honest living, and freedom of choice.
AlgoTradeEdge🇺🇸 @Oqooowsor47449
53 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
AudreyHutt @3107knkdf52T85
60 Followers 2K Following
EthelAdams @gx2455DpWCmy2A
31 Followers 1K Following
Elena @StreichTro50688
58 Followers 3K Following
Veronica @Yboordsar60919
53 Followers 2K Following If you’re going to be two-faced, at least make one of them pretty.
Mateo Rojas @MateoRo15845108
34 Followers 187 Following
MoatsOnly🇺🇸 @Oufwoupo944968
55 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Ava Sobel @carly0262
11 Followers 34 Following
Scott Winship @ScottWinship1
124 Followers 2K Following Builder & Investor. Built: Alpha Exchange (acq 2017), BetterCents (acq 2024). Ex LO PM
Saquon Capital @SaquonCapital
121 Followers 1K Following
john @john35286596200
13 Followers 146 Following
DataDrivenTrades🇺�... @Puuxif792
28 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
BenGraham_Edge🇺�... @Paumor2061969
31 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Nicholas Rossolillo @nrossolilllo
31 Followers 1K Following Biz, tech, history, music nerd. https://t.co/QbmpaqJJm6, Concinnus Fin invstmnt port mngr, small biz tub-thumper. Nothing here's personal advice.
BowTiedCreditGuy 🪙... @BowTiedCredit
670 Followers 56 Following $1+ BN Deployed | @BowTiedBull fan since ‘19. Credit Analyst. Not Legal or Financial Advice
BC1865 @BC_1991_1865
256 Followers 1K Following Classically Liberally Conservative | Buy Sider Stuck Selling
Nigel @Everything_Is9
166 Followers 376 Following internet surfing // prev. pe associate, ib analyst, @utaustin
TK @sourcesandmuses
669 Followers 424 Following Chronicling the SMB process | Focus on industrial services, business services, and distribution businesses with $1 - $5m of EBITDA | Former PE and IB
BowTiedSalesGuy @BowTiedSalesGuy
56K Followers 143 Following Inspired by @BowTiedBull. Sales Psychology for Dealmakers. Join my Free Newsletter: https://t.co/0jALdNqeSV DM’s open for coaching
shirts that go hard @shirtsthtgohard
1.3M Followers 778 Following DM for credit! I tag original creators whenever possible. Designs I sell are my own. We’re @/goodshirts on IG!
JB @Sparertime
1K Followers 766 Following Retired Bricklayer. 1976 member of Laborers' Union Local 393 #ellafrench B10 grad. Former SV grunt #MahsaAmini #istandwithisrael
Doctors Must Disclose... @HonestAnalyst1
192 Followers 97 Following "Honesty is such a lonely word. Everyone is so untrue."- Billy Joel; Posts from this account are not investment advice; Do your own research; Trust in God
The Founders' Tribune @foundertribune
18K Followers 3 Following A new Op-Ed platform for founders. One essay every Sunday.
Mojo @MrMojoRisinX
5K Followers 433 Following Inside The Mind of Mojo - https://t.co/zNoMHkx0Eb and Be Water https://t.co/cnol0oK44h
Josh Clarkson @jclarkson203
3K Followers 2K Following Financial flack, Hawaiian pizza lover, Hester Pierce once cited me saying how ridiculously awesome private credit is. Tweets not even opinions, just bad jokes
Fierce_beast @Fierce__beast
2K Followers 2K Following nyc based. formerly l/s at HF. Now running my own capital. Open to opportunities
Giacomo Di Pinto @chatGDPs
342 Followers 1K Following Co-Founder & CEO @sherpo_io, Investor & Creator
investcat @investcat1
118 Followers 196 Following public market investor (mostly), sector generalist
Katuok @app192
151 Followers 3K Following
@levelsio @levelsio
734K Followers 2K Following 💸https://t.co/sQ0aiU7v02 $336K/m 📸https://t.co/lAyoqmSBRX $150K/m 🛰https://t.co/ZHSvI2wjyW $33K/m 🏡https://t.co/1oqUgfD6CZ $30K/m 🌍https://t.co/UXK5AFqCaQ $7K/m 👙https://t.co/RyXpqGuFM3 $14K/m 💾https://t.co/M1hEUBAynC $6K/m
crowdturtle 🐢 @crowdturtle
5K Followers 2K Following Investor in syndicated cash-flow-in-place real estate, public securities, loans, and #blockchain
Ketamine Capital @Ketamine_Cap
3K Followers 443 Following sell side slave | washed up college athlete to professional logo aligner | avid citi biker (6500+ miles logged) | coconut water, golf & baseball enthusiast
RiverRoadPartners @partners_road
15K Followers 292 Following Hedge fund mgr. Not financial advice. Happy to debate ideas, especially shorts. River Road Partners is a made-up name for X, by the way, so don’t bother.
Ben Thompson @benthompson
256K Followers 2K Following Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
NoTechBen @NoTechBen
14K Followers 437 Following @benthompson's not about tech tweets. Mostly NBA (esp. Bucks), mostly unhinged. Giannis stan. #TheFiefdom. Patron saint of @goatnbapod 🐐
Potato Head @VishwakritC
169 Followers 1K Following Love FX/EM credit markets, International Affairs, and George Orwell.
Nomad Semi @MooreMorrisSemi
5K Followers 372 Following Deep-dive semiconductor research & AI compute Writing at Nomad Semi. Subscribe👇 https://t.co/8cZ0W6YfTI
Apple (🍔,🍟) @Appleseed_iii
612 Followers 865 Following Engineer, burger chef, based accelerationist @flauntloyalty, prev @olympusDAO
Sam Bugs @Sammy_the_Nose
421 Followers 77 Following My tweets are not advice. They are notes that I feel are worth considering when making investment decisions.
Tom Smith @TomSmith839
2K Followers 730 Following Long shitcos that can grow EPS (FCF) at 15% for a few years. Occasionally long unprofitable shitcos if I’m in the mood for losing money
Fiscal.ai (formerly F... @fiscal_ai
69K Followers 58 Following The future of investment research is here. Fundamental research platform for global equities, powered by AI.
undercoverbuysider @undercoverbuys1
126 Followers 460 Following mr Worldwide | Wall Street | Hedge Fund buyside … wizard wannabe
sony44 @sony4417
58 Followers 813 Following
JT @lokoyacap
4K Followers 1K Following I invest in Global Technology across sectors and geographies.
Accrued Interest @accrued_int
2K Followers 2K Following TMT Equity Research Substack |’13 Sohn Idea Contest Winner | Former media exec| TWR +3,400% '16-'24 | Wharton | Columbia | YouTube | Not investment advice
Nicholas Bennett Laga... @NicBenLagana
220 Followers 149 Following Global Equity Growth Investor based in Brazil
MellowRK @mellowrk_lion
16K Followers 32 Following 2020 +1369%; 2021 +19%; 2022 -20%; 2023 +62%; 2024 +50%; Unlike the frauds that proliferate X, I POST MY BROKERAGE STATEMENTS quarterly to PROVE my returns ;)
Gordon Gekko @ownsomeshares
1K Followers 39 Following Lazy ex-entrepreneur who made big bets on tech and got lucky. Retired at 33 so probably did something right. Early @revolutapp investor.
Hot Chips @hotchipsorg
5K Followers 19 Following A Symposium on High Performance Chips Sponsored by the IEEE Computer Society Technical Community on Microprocessors and Microcomputers (TCMM)
Vikram Sekar @vikramskr
5K Followers 860 Following I write a newsletter with easy but detailed explainers on semiconductor technology for busy engineers and investors | Views mine | Sr. Staff Engineer at $QCOM
🇺🇸 Kyle Bass �... @Jkylebass
311K Followers 2K Following Environmentalist and CIO Hayman Capital Management 🇺🇸Happy to Block ccp Twitter bots, Fan of Democracy, Rule of Law, and National Security. Life Member CFR
Santiago Capital @SantiagoAuFund
316K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you… NOT TRADING ADVICE https://t.co/l29nWovEkm
Marko Papic @Geo_papic
58K Followers 132 Following BCA Research. Geomacro strategist. Author of Geopolitical Alpha. Podcast host of "Geopolitical Cousins." Views on Twitter are my own.Trends for United States
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