Attempting Value @attemptingvalue
Engineer and investor. This account is an investment journal of sorts. San Francisco, CA Joined March 2022-
Tweets1K
-
Followers314
-
Following589
-
Likes6K
@HiltonHart @plantmath1 Think how sellers integrate with google shopping today. Agents already have search indexes scraping everything. As agent purchasing takes off shops will be eager to integrate.
0
0
2
36
0
View Details
@MetacriticCap Rockefeller had some thoughts on how to make a cartel successful.
@SouthernValue95 @HedgeyeComm Instead of selling ads to OTAs the agent chooses where to book. For $1 of travel spend BKNg takes 15 cents and spends 4 cents on marketing. Maybe Meta gets 1 cent? Who knows what shape the product takes but actions $ > ad $ by a lot.
@sidprabhu This is why enterprises use OpenAI models on Azure. They trust Satya more
Is the clanker getting $SNWV reimbursement in the right ballpark?
@ArenaManCapital I suspect this happens eventually, but will require a lot of hardware bottle necks to be resolved before becoming widespread. Utilization of personal hardware is much lower than a central datacenter. So a lot more hardware for the same inference load.
@madcap_cap I have a long list of muted words for this reason
Me buying $CSGP and seeing founder Andy Florence bought at $35.82 and $29.89
@atelicinvest Um, a book I didn’t read says it’s a weighing machine.
@Divergent7651 Did that session make you more AGI-pilled or less?
@MikeFritzell Updates on gov tenders for a specific company
@gbrew24 Grant was S tier netflix.com/us/title/81698…
@HYcorps @chesir3cat @DeepSailCapital @onecentinvest Would take a mix shift or timing difference since receivables are up more than revenue. Entirely possible, but sketchy. A management team diluting themselves should want to explain it better. I don't see anything like > 50% in other EU gov suppliers I look at.
@chesir3cat @DeepSailCapital @HYcorps @onecentinvest Yeah, the receivables % of revenue + lack of transparency on cash flow is either a red flag or self sabatage.
@chesir3cat @DeepSailCapital @HYcorps @onecentinvest Doesn't disprove it. SuperCom has been deployed in Sweden since 2018 so kind of makes sense they'd have a lower cost to expand. Following the below cost thesis, they need another game to get accrual earnings positive. Thoughts there?
@chesir3cat @DeepSailCapital @HYcorps @onecentinvest Guessing that "admissible" is the key word. Might be a way to use Swedish public record laws to get their evaluation criteria.
@chesir3cat @DeepSailCapital @HYcorps @onecentinvest The silver lining of government customers... ted.europa.eu/en/notice/-/de… Winning bid: SuperCom 172 399 080,31 SEK Losing bids: ENIGMA 367 386 961,80 SEK Attenti 39 104 431,00 SEK
@StockForester @onecentinvest Where did they disclose the US revenue figure?
@Investor_NICK_ Funny how Uber hides the take rate in insurance fees youtu.be/tLIgmEibBL0?is…
PatriciaEdith @PatriciaEd26003
23 Followers 545 Following
Ian Cassel @liancassel
185 Followers 4K Following Finding great companies early @MicroCapClub // @PlanetMicroCap // @IntelligentCM // Author of "Stock Picker" September 2026
Smeek 💰 @TalentNotHaver
360 Followers 2K Following Bloodbath Investor, stocks & stockings enjoyer. Always open to discuss equities in DMs!
HY Credit Geez @HYcorps
2K Followers 1K Following HY credit analyst. Sell side, then buy side. ~15 years. Trying to microcapmaxxx my way out of the permanent underclass. Pro rugged individualism.
Jose Mora Palmero @JoseMorPal
6 Followers 72 Following
Andrew Sather @Valuespotlightx
552 Followers 993 Following Co-host of @ifb_podcast. Founding publisher of Value Spotlight, our flagship
Mr.L @canilive09
92 Followers 2K Following
Tyler @swanco99
5 Followers 329 Following
James @James_soc_em
0 Followers 2K Following
Edward Robson @27XVII
6K Followers 3K Following Partnering with Companies to improve capital allocation. Iron sharpens iron.
Full Port Capital @Compounding_K
381 Followers 3K Following ‘The fck is a stop loss ?’ A bit of degen, a bit of long-term. And proud member of @MicroCapClub. I share my thoughts on very random names.
Chiasmus Capital @chiasmus_cap
16 Followers 133 Following
Jeremy Raper @puppye_h1
269 Followers 8K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!🙂
Sherwin-Trilliams @JSchmanathan
179 Followers 626 Following
Mike Rendini @MikeRendini
195 Followers 1K Following Music, Investing and Basketball are my passions. Using this platform to learn
Marco Hermann @HermannMar61910
173 Followers 5K Following
Global Bullion @BullionGlobal
2 Followers 14 Following We specialize in high-quality gold and precious metals for collectors and investors.
Niclas Holmgren (Onco... @PeritusRecta
5K Followers 1K Following Father of 2, investor, Ferrari lover, X-Boardmember and leading shareholder of OncoZenge (publ) Determined to bring non-opioid oral pain relief to the patients
MERCEDES BLANCHE @MERCEDESBL67287
427 Followers 8K Following
SharonChaplin @a3D52VHB6jAeH
2 Followers 243 Following
利確と損切りの... @Cuked263766
37 Followers 2K Following 【完全無料】 25年の株式投資プロチーム（運用資産500億円以上）が提供：毎日の市場分析レポート ＋ 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
Laxa @Laxa9733985
27 Followers 1K Following
Bogo @bogo100000
74 Followers 481 Following
Newmork @newmork
361 Followers 2K Following
PullTheTrigger @PullTheTr1gger
138 Followers 3K Following
Jeffrey Feil @fei47551
39 Followers 488 Following
Gianluca Capone @GianlucaCapon14
8 Followers 183 Following
Droupui @Droupui851
22 Followers 1K Following
Emma @Plopu9011481
10 Followers 402 Following The four most dangerous words in investing are: This time it's different. - Sir John Templeton https://t.co/9hirnXvSVE
Value Drift @valuedrift
4K Followers 3K Following Determining what the future consensus will be today. No AI slop (all AI use attributed).
William (Bill) Jones,... @Will_Jones_mba1
2K Followers 4K Following Small/Micro Cap Value, Growth & Special Sit. #409 Tweets are not investment advice. Catalyst IR, Investor Relations Professional.
Ryan M. Cohen @ryancohen1234
174 Followers 898 Following
Bliruxie @Bliruxie644089
70 Followers 3K Following
Wolfdog Capital @Wolfdog_Capital
653 Followers 2K Following
The Shed's Lars @theShedsLars
191 Followers 549 Following Happy to discuss any stock, learn, have fun, and make money in the process. I'll be in my shed. Tout blanc, tout moche.
Little Barn Sparrow @LitBarnSparrow
176 Followers 661 Following Spanish self-taught investor in the making. Hoping to join this finance-interested community, share my insights, and learn from others! Check out my substack!
Ascendtech @Ascendtech
473 Followers 4K Following Distributor of excess, surplus and liquidation IT systems, parts & custom PCs. Source for Apple, Samsung, HP, Dell, Lenovo, Asus and other major brands.
Cristy willock @cristy51972
252 Followers 7K Following New on Twitter X. A Single Mother and an Entrepreneur ❤️😍
Willard T Walker III @wtwalkeriii
108 Followers 5K Following
A.J. Button @AJButton2
9K Followers 741 Following Financial writer/journalist. Looking for value names in Chinese tech & AI. Follow for my latest investment ideas. https://t.co/uBk1Eap0Lq
Alexandr Wang @alexandr_wang
678K Followers 898 Following chief ai officer @meta, founder meta superintelligence labs, founder @scale_ai. rational in the fullness of time
Global Smallcap @global_smallcap
864 Followers 382 Following Looking to uncover global small cap gems
Hamidreza Azizi @HamidRezaAz
125K Followers 837 Following PhD | Senior Iran Analyst @CrisisGroup | Views are my own | RTs ≠ endorsements
Smeek 💰 @TalentNotHaver
360 Followers 2K Following Bloodbath Investor, stocks & stockings enjoyer. Always open to discuss equities in DMs!
Bob's Payment Stock S... @bobspaysubstack
3K Followers 241 Following A tremendous slouch. Former payments and fintech analyst. Investor and writer. Dad and aspiring pro golfer. This is not financial advice.
Stephen Talkhouse @stevetalkhouse
569 Followers 177 Following Business services investor / owner operator 👷👨💼🧑🔧 Recovering mega fund PE / Tiger Cub analyst 📈
Pablo Zuanic @420Odysseus
2K Followers 45 Following Managing Partner at Zuanic & Associates. Renowned equity research analyst. Check us out at https://t.co/yCjSpeWZPo. No financial advice here.
Lawrence Hamtil @lhamtil
39K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
HatfieldCapital @HatfieldCapital
1K Followers 974 Following Some water drying up, some sinking down.
Sherwin-Trilliams @JSchmanathan
179 Followers 627 Following
SemiAnalysis @SemiAnalysis_
165K Followers 31 Following
tianhang zhu @TianhangZhuzth
38K Followers 28 Following head of LLM training at @Fundamental. I led RL in the early days at @Alibaba_Qwen and 01ai.
Eric Jhonsa @EricJhonsa
26K Followers 1K Following PM for Dutch Asset. Previously: Independent L/S investor, tech columnist @thestreet @thestreetpro. Nothing here is investment advice. DMs open to talk stocks.
François Chollet @fchollet
730K Followers 829 Following Co-founder @ndea. Co-founder @arcprize. Creator of Keras and ARC-AGI. Author of 'Deep Learning with Python'.
The Girlfriend Index @GirlfriendIndex
2K Followers 300 Following Consumer trend intel from the girls who always know first. Not investment advice.
Sal Mercogliano (WGOW... @mercoglianos
100K Followers 3K Following Chair Dept of History, Crim Justice & Pol Science, Faculty Athletic Rep @campbelledu, Maritime Historian, Mariner, Firefighter & What's Going On With Shipping?
Singularity Research @SingularityRes
19K Followers 1K Following Use AI to make better investment decisions + Deepdives on AI bottlenecks and stocks!
Prepared Remarks @P_Remarks
35K Followers 965 Following
Mojo @MrMojoRisinX
11K Followers 427 Following Inside The Mind of Mojo - https://t.co/zNoMHkx0Eb and Be Water https://t.co/cnol0oK44h @BeWaterltd
Gregory Brew @gbrew24
60K Followers 4K Following Senior Analyst, Iran and Oil @EurasiaGroup. Formerly @ISSYale. Author of "The Struggle for Iran" and "Petroleum and Progress in Iran." Views my own.
Irenic Capital @IrenicCap
7K Followers 1 Following Irenic Capital invests in public and private markets. Nothing is investment advice or an offer to buy/sell securities. See disclosures: https://t.co/xFeStsTNRQ
TheValueist @TheValueist
37K Followers 11K Following Disc L/S | TMT+Energy. ISO convexity. Factor aware. Path independence matters. Results never lie. NFA. Student of mkts and cos. Creator: CRAVE Thesis of GAI.
Joe Raymond @joekraymond
7K Followers 432 Following
Stock Detective @stockreveal
2K Followers 1 Following Busting through your favorite #FinTwit paywalls. Top writeups every week straight to your inbox ⬇️
Neeraj Gupta @neerajg
8K Followers 210 Following Buying another $1B in B2B software companies by 2025. 150+ completed tech acquisitions since 2002. No profit, no growth... no problem.
Matt Harney @SaaSletter
7K Followers 1K Following Founder @cloudratings | #GoPadres | Previously tech PE | Newsletter link below:
Captide @CaptideAI
38 Followers 4 Following Agentic AI systems grounded in global corporate disclosures that power leading investment banks and long/short hedge funds.
PL Capital Advisors, ... @PLCapitalLLC
508 Followers 75 Following We specialize in identifying and acquiring stakes in undervalued U.S. banks and participate in the long term consolidation of the banking industry.
ScrapeFinancial @ScrapeFinancial
435 Followers 434 Following Tool that scores insider buys based on insider net-worth and dataset of adjusted FCF, join us: https://t.co/ySc4QQaLw2 Not financial advice.
Brad Setser @Brad_Setser
158K Followers 1K Following CFR senior fellow. Views are my own. Writes on sovereign debt, trade, fx reserves and capital flows.
Tracktacle @Tracktacle_app
1K Followers 2 Following Real-time alerts for filings and news, Special Situations Radar plus a powerful document search to explore US and Canadian market data.
𝐷𝑟. 𝐼𝑎�... @IanCutress
58K Followers 1K Following Consultant, Chief Analyst, Influencer. Substack: https://t.co/yEtnDropHp (@MoreThanMoore2x) Youtube: https://t.co/1t9pRrV860 (@TechTechPotato)
CEO Watcher @CEOStockWatcher
16K Followers 1 Following The highest signal insider trades that are most likely to outperform | https://t.co/R7jDZXtjNV
Jeff Stein @jstein_sun
165K Followers 3K Following The Washington Sun. Writing a Bernie Sanders biography. ex-chief economics correspondent @washingtonpost. 2026 Pulitzer Prize. Founder @ithacavoice. 9178872891
Joe Frankenfield @SagaPartners
15K Followers 481 Following Portfolio Manager at Saga Partners. Long-term, fundamental, value investing.
Stan Druckenmiller @standuquesne
47K Followers 19 Following
David Shahrestani, CF... @TheShahrestani
505 Followers 5K Following Senior Analyst at Brasada Capital Management https://t.co/eB2eIpllhW
Unemployed Value Dege... @SFarringtonBKC
8K Followers 1K Following Writing a Substack until I find a job or the newsletter pays the bills. https://t.co/JYdH6w2Dok https://t.co/N51TWjAjcw
Anthropic @AnthropicAI
1.7M Followers 2 Following We're an AI safety and research company that builds reliable, interpretable, and steerable AI systems. Talk to our AI assistant @claudeai on https://t.co/FhDI3KQh0n.
Autumn Capital @AutumnCapital
2K Followers 900 Following Yes, I kept it. Investing Related Thoughts: https://t.co/rhJdLWWtdc
Gabor Szabo @TheREALMADriD94
1K Followers 233 Following Professional poker player, 17 years. Independent analyst of the iGaming and gambling industry. Evolution AB shareholder. 2x WSOP runner-up.
Lux Opes @LuxOpesResearch
2K Followers 55 Following We cover (mostly) European stocks. Lots of them.You might like
finnews
@finnews15
377 Followers
Carecabomber
@carecabomber
107 Followers
Michael K. Wright
@MichaelKWright2
235 Followers
Round Pond
@round_pond
83 Followers
Paul S.
@azcabin
132 Followers
AQ Capital
@stoitz
380 Followers
Bargain Hunter
@BargainHunter07
224 Followers
EventInvesting79
@ChrisLe56660776
120 Followers