SD @sdumontx

Investor Joined March 2025

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SD @sdumontx

3 days ago

Why is $IONQ investing in Einride’s last round? This makes absolutely no sense commercially + $IONQ is itself burning so much money.

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SD @sdumontx

5 days ago

Being Long gold is still a pretty good position to have in your portfolio for the coming months. Only positive catalysts going forward based on inflation, rates and expected volatility.

The Kobeissi Letter @KobeissiLetter

5 days ago

Being Long gold is still a pretty good position to have in your portfolio for the coming months. Only positive catalysts going forward based on inflation, rates and expected volatility.

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Sign of the times: we have become desensitised to 4 companies soon spending $100bn a quarter on AI data centers. Clearly unsustainable but we are still in peak AI bubble and cost of capital is cheap. $META and $MSFT so far still getting the most positive support from investors,…

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SD @sdumontx

a week ago

For anyone interested in some commentary around the IBM & HSBC quantum announcement, see here feedback from Scott Aarronson, a pioneer in the field of quantum computing. “HSBC unleashes yet another “Qombie”: a zombie claim of quantum advantage that isn’t”…

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SD @sdumontx

a week ago

The only way to balance the US Budget is to have the NSA sell phone call recordings to OpenAI 🤷🏻‍♂️ Can’t wait to have Trump announce this new deal in the Oval Office 🤝

TechCrunch @TechCrunch

a week ago

The only way to balance the US Budget is to have the NSA sell phone call recordings to OpenAI 🤷🏻‍♂️ Can’t wait to have Trump announce this new deal in the Oval Office 🤝

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SD @sdumontx

a week ago

Stablecoin issuer $CRCL examines reversible transactions for refunds and disputes in push to become part of the financial mainstream. It looks like there is momentum for a number of crypto companies to lean into TradFi and replace incumbent players. Isn’t this ultimately just a…

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SD @sdumontx

a week ago

Is it just me or did $ORCL just wake up after 5 years and then decided to go crazy on AI infrastructure.

OpenAI @OpenAI

2 weeks ago

Is it just me or did $ORCL just wake up after 5 years and then decided to go crazy on AI infrastructure.

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SD @sdumontx

a week ago

Here is $IONQ CEO Nicolo De Masi making forward looking statements about the valuation of $IONQ. Stating that the valuation should be at least that of $CSCO ($200bn) and hence implying a high return for existing investors. $IONQ is followed by a large portion of retail investors,…

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SD @sdumontx

2 weeks ago

Quantum computing is a super interesting technical field to follow. However, investing in these companies and hoping for actual revenue in the next few years is foolish. The bubble will pop, buyers beware. Chart: $RGTI, a company now worth $8bn Source: @GodelTerminal