C c @savvy_stacks
Joined January 2015-
Tweets27
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Following216
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WSJ: Artillery packs a punch that UAVs can't. The one company essential to howitzers is $OPXS . YTD sales +25%, Adj EBITDA +33%. Stock +35% LTM and currently trading $3-4 bucks all time highs. wsj.com/world/europe/o…
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C c retweeted
7 Layers of LLM Stack
$OPXS is one of the fastest growing defensetech you haven't heard of. Their precision optics extend and protect the eyes of US warriors. Sales growth >15% in the last three years. Earnings power has grown 5x from 2018.
C c retweeted
Here's my conversation with @demishassabis, CEO of Google DeepMind, all about the future of AI & AGI, simulating biology & physics, video games, programming, video generation, world models, Gemini 3, scaling laws, compute, P vs NP, complexity, energy (solar & fusion), and much…
C c retweeted
1/ What could $BMNR be worth? Here’s a few hypothetical scenarios to think about the value of the largest and fastest growing Ethereum ($ETH) Treasury company, @BitMNR
$CRCL long game: global credit will one day become programmatic, like Google Adwords. CEO Jeremy Allaire youtube.com/clip/UgkxlXxyr…
C c retweeted
About 0.001% of people seem to appreciate this crucial point
About 0.001% of people seem to appreciate this crucial point
C c retweeted
Circle Payments Network (CPN): The Infrastructure Era for Money Movement Legacy rails were never built for real time, global settlement. CPN is. Its core innovation is the trifecta of: ✅ Programmability: Smart contracts and APIs that compose like software ✅ Compliance:…
C c retweeted
"Only 2% of [public] companies [over the last century] were responsible for more than 90% of the aggregate net wealth creation." Long term public market investing = venture capital investing, whether you like it or not! HT @mjmauboussin
Celebrating the lovable fathers and father figures in our lives. nytimes.com/interactive/20…
C c retweeted
After 250 years, it still comes down to three words. THIS. WE'LL. DEFEND. #Army250
C c retweeted
Watch Falcon 9 launch the GPS III-7 mission from pad 40 in Florida
C c retweeted
One Microstep we can all take today: set a time each night to put your phone away. The new documentary "Can't Look Away" is a wake-up call that underscores the dark side of social media and its impact on young people. Watch now on @joltfilm: on.jolt.film/3FMUVbY…
Found Waymo on Uber in Austin this week, impressed with the experience! Way to go #waymo
C c retweeted
When $HIMS jumps to $100 they’ll say it’s a squeeze
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