Sorian @sorianmare
Nerd processing the world. ex-MS/GS tech, co-ran a fund. Got tired of company I kept. Spent time at an AI co. Looking for la dolce vita. NOT FINANCIAL ADVICE. Joined October 2025-
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Dude Google needs to not allow people to “reveal” things on channels like this. If true commentary then horrible horrible PR management have some standards. If false then well.
$GOOG Logan Kilpatrick reveals Google is seeing early signs of recursive self-improvement, and it's showing up in their three-to-four-week release cadence, with Gemini 4 expected to get them back into contention "I think we are laser focused right now at the frontier. We're
I don't follow substack rankings etc but I presume Pegasus is near an inflection point up
I decided to start a Substack to share more of what I see as under-served, independent thinking. I'll be doing things a bit differently on here, with a lot more my thoughts, my analysis, and its implications on substack. Here is my manifesto: pegasusfund.substack.com/p/capturing-th…
@citrini Are we roasting everyone who hasn't sold their passion project for 100M with love,
@ForwardEditor ha! seriously though. You and I both knew this was coming..
Paging Dr. Obviously Is Dr. Obviously here with us ? (Not a knock on the poster at all)
Not my experience whatsoever. But it’s interesting to see reactions. Models have a lot less embedded personality than you would think. A lot is reflective via inference (inclusive of system prompts).
Personality of Claude vs Personality of Muse $Meta
You guys are not helping with inflation
Mac Studio M5 Ultra Backordered to... end of January
@OddStats What are some things that happened in your life that changed the lens through with which you view it. And how have the lenses changed over time ? Ideally the non obvious-to-you things.
Sucks
Oil is expensive but it certainly seems like the thing most likely to go up
The normal internet will quickly become bot unfriendly I'm pretty sure
That was close
If Google doesn’t upgrade Gemini spark within the month to match Muse it is bad news bears for how much money they make from me
Early reviews Instinct - gives attitude Muse - doesn’t think enough just vomits activity No I’m not delusional they provide utility. Yes I will be harsh when I grade them just like I’m harsh on the other ai that just sucks my bank account dry
@masayoshisson Said another way: players might have over spent but I lean against the idea that we have over built
(much longer convo) I was vagueposting a bit But I believe that once the infra is online (even the roadmapped gw is massive I know), it will get used up by a slew of services. I have a lot of skepticism around the margin profile once they are online being what they are now. But I do think current use cases justify a spread over the electricity and other opex so they will get utilized. I think the ROIC assumptions are very much at risk though. My take on capabilities right now is its good enough for a lot of things but it's too expensive right now on a marginal basis to do those things.
Current thoughts I do not think we have overbuilt I do think we have overhyped
If you've been allocated to QQQ and spending 6+ hours a day obsessing over AI winners and losers DO NOT absolutely DO NOT check relative performance BAC / QQQ since liberation day (Bank of America)
ok maybe there is "abundance"
Each day, Grok Bot looks at my X Bookmarks for things I find interesting, then it spins up a Cursor Agent to build a demo It validates work with screenshots / video, then cuts a branch on a repo configured with @Cloudflare preview deploys @bot sends me a link each morning and I
RosalieEverett @Nishan2434595
8 Followers 373 Following Choosing happiness every day Sharing kindness wherever I go.![Investor [Retweets are not endorsements]](https://pbs.twimg.com/profile_images/1133637356735483904/GrauzvRX.jpg)
toast @VaultTrader
69 Followers 34 Following voice of reason No BS, no AI slop, no FUD, no FOMO, just real tech thoughts. NFA
Future Brian @ForwardEditor
13K Followers 2K Following Obsessed with making perfect videos | Editor for @matthewberman EX: Red Bull https://t.co/AGUXhcHnOw
Autumn Capital @AutumnCapital
2K Followers 899 Following Yes, I kept it. Investing Related Thoughts: https://t.co/rhJdLWWtdc
CJ @c_j_47
19 Followers 3K Following
Barry Badrinath @BarryxBadrinath
109 Followers 992 Following If you have to ask what a ZJ is, you can't afford it
Nate @nategoralnik
16 Followers 1K Following
John Wang @j0hnwang
62K Followers 11K Following crypto + perps @kalshi | everything is a momentum game
Scarlett Johnson @bigdaddy6ec
102 Followers 170 Following
Tuttle Capital @TuttleCap
2K Followers 5K Following Torch the Wall Street Playbook. Subscribe to the Daily HEAT. https://t.co/jygA2Jjt60 No DM's please.
ryo @ryoneo90
44 Followers 210 Following
Entryism Enjoyer🐵�... @SecPerkinsStan
1K Followers 4K Following He/Him. Fallback: @[email protected]
Emma silent era @vijjuvijayydv
6 Followers 247 Following living softly, overthinking loudly 💗 follow back always
Ebi @EbiThinks
1K Followers 3K Following In semiconductors, I trust. Mechanical Engineer | Semiconductors | Data Centers | AI
Marco Rossini @PinoZlatan
547 Followers 306 Following Building PCB Studio: turn ideas into electronics with AI. Free macOS early access ↓ Also building financial bots. Sharing the progress, bugs and fixes.
Egor @Bassbulle
12 Followers 36 Following
Franklin L @Franky1of1
1 Followers 793 Following
dn @dn27036239
0 Followers 3K Following
Noah Kraff @NoahKraff
35 Followers 1K Following
Saquon Capital @SaquonCapital
127 Followers 2K Following
Krish @kdaft
39 Followers 1K Following
Gaby @gaby_ai_ninja
1 Followers 40 Following
Dante's Purgatorio @d_purgatorio
60 Followers 167 Following
Pat Alberding @PatAlberding
67 Followers 676 Following
ᴄʟᴀʀɪᴅᴇɴ ... @ClaridenCapital
0 Followers 2K Following
Sharif F. Zu'bi @sharifzubi
136 Followers 1K Following Family Man (husband & father). Dealmaker ($35.75M real estate + $10M software) + AI Builder (non-technical).
Douglas La Rocca @douglarocca
59 Followers 2K Following
Jake @jacques_husto
23 Followers 199 Following Remembering speechlessly we seek the great forgotten language
bar_soap @barsoap2
15 Followers 376 Following
Isaac Cox @izaki_2
13 Followers 211 Following
arnab seal @arnabseal
230 Followers 6K Following Technology changes. Economic laws and human nature do not.
Lars Rehfeldt @larsrehf
0 Followers 57 Following
Nik Cubrilovic @dir
438 Followers 729 Following data + ai + infosec engineering. @squirrelscan_ @opennem. at https://t.co/yOGtW7uHIA and https://t.co/kvkcg5TrG9
Eric @Guanksy
168 Followers 633 Following when you want nothing, you have everything | speculator | tweets are not financial advice
Randian Capital @RandianCapital
4K Followers 8K Following Contrarian investor. Not investment advice or a solicitation to buy/sell securities. May hold/trade securities mentioned without notice.
James @Eggtoastj
74 Followers 2K Following
Winston Wong @WinstonWong555
2 Followers 1K Following
Apple Design @TheAppleDesign
113K Followers 39 Following Apple Design. Not affiliated with Apple Inc. DM or mail for business.
Chad Wallace @siliconcodesign
12K Followers 228 Following Deep-Tech Semiconductor Analyst, MSEE @JohnsHopkins. Expert-driven system architecture deep-dives of AI datacenter hardware at https://t.co/atebRcUn6C
David Singleton @dps
21K Followers 1K Following Meta Superintelligence Labs @meta formerly CEO & cofounder at @dreamer, CTO @stripe. ❤️ @fjsingleton. I like to make things.
Negative Alpha @NegativeAlp
7K Followers 1K Following Current L/S Analyst and Head of Macro - in the arena, trying things. Former Murray Bro. Not investment advice, just vibes. #RIPBroJs
Dante's Purgatorio @d_purgatorio
60 Followers 167 Following
eigenron @eigenron
15K Followers 2K Following intellectus novus; research @antimlabs; prev: physics (superconducting qubits), math (fluid mechanics)
stonk mane @stonkmane69
2K Followers 363 Following Florida man who stares at stonks all day and occasionally gets it right. Charts and research. NFA
Masa’s Son @masayoshisson
2K Followers 568 Following non consensus l/s tech investor. variant views only. unbridled optimist. 4x since pf inception (jan '25). no investment advice. all views personal.
QC @QiaochuYuan
42K Followers 697 Following deeply unqualified AI hot take haver but everyone who's actually qualified is busy
Federal Reserve @federalreserve
1.6M Followers 26 Following The official Twitter channel of the Board of Governors of the Federal Reserve System. Privacy Policy: http://t.co/pbRRCfwyou
XIX Value ⚡ @XIX_Value
4K Followers 385 Following I look for cheap, ignored and unpopular stocks, ideally trading below BV or Net-nets, like Walter Schloss & young Warren Buffett did | Not investment advice
Intern Pierre @internpierre
7K Followers 732 Following Luxury & markets analysis without the PR gloss. On-the-ground channel checks from Monaco to Madison Ave. Coverage includes LVMH, Ferrari, RH, Hermès, Cucinelli
Gabriel Chen @gabrielchenjh
49 Followers 167 Following Building @usequanta. Small things with great love
Claude @claudeai
1.8M Followers 2 Following Claude is an AI assistant built by @anthropicai to be safe, accurate, and secure. Talk to Claude on https://t.co/ZhTwG8d1e5 or download the app.
Nan Yu @thenanyu
23K Followers 198 Following (soon) member of product staff @openai. prev head of product @linear. I am grader.
Green Lark @the_green_lark
1K Followers 490 Following Quantitative Investing: factors, especially momentum in all its forms also AI, Physics, Math
albs— @albfresco
2K Followers 1K Following big tech big bro. applied AI • https://t.co/ccah91NCem • https://t.co/P1g4auvooi
Ben Dicken @BenjDicken
47K Followers 907 Following databases → @planetscale videos → https://t.co/J5soMyf6XC writing → https://t.co/YpfkF0JaV8
Judith Dada @DadaJudith
5K Followers 805 Following Co-CEO https://t.co/4sJqik7J6q / Senior Partner at https://t.co/mrxzdAKOf8 https://t.co/uaAJeEiqID https://t.co/UsMMAAe6cy
Osprey Cap II @dsjdirect
651 Followers 711 Following Healthcare equities L/S. This is not financial advice. May buy or sell securities without disclosure.
LordPos3idon @LordPos3idon
3K Followers 3K Following •Words are the derivatives of experience •Head of Global Macro @ Axe Capital •Geopolitical Asshole •Slytherin Alumni •Lisan Al Gaib •Sith Lord •Ruler of the Sea
Hambino Capital @hambinocapital
646 Followers 693 Following Long-only, concentrated. I bet heavy on secular tailwinds and dislocated monopolies. If the market hangs it, I bang it.
The Luxury Watch Guy @LuxuryWatchGuy1
81K Followers 4K Following The Whale of Watches 🐳 - join our TG chat for live daily watch deals https://t.co/JHdOXUa0UL
lusso @luusssso
185K Followers 1 Following Lusso Systems, tools for expanding your creativity available now on Substack. Read weekly by 3,000+ https://t.co/vagJ0eZevC
Spencer Walsh @thespencerwalsh
3K Followers 256 Following Building Kinesic Capital. Previously Matrix and @DodgeAndCox. @Georgetown alum, CA resident, KY native. Not investment advice.
Todd Fernandez @PharmakoiBoy
5K Followers 219 Following My childhood was typical. Summers in Rangoon, luge lessons. In the spring we'd make meat helmets.
SouthernValue @SouthernValue95
39K Followers 2K Following Infinitely curious. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
taobanker @taobanker
15K Followers 5K Following "All things are poison, and nothing is without poison; the dosage alone makes it so a thing is not a poison." -Paracelsus
Odd Diligence @OddDiligence
15K Followers 1K Following Long/short event-driven trading, looking under pebbles and rocks. Not investment advice.
Jeff Davies, the Ener... @EnergyCredit1
42K Followers 5K Following Energy, tech, AI guru. Traveling the world. Houston/Tulum based. Messing around with ideas. https://t.co/ESDPgiT3Lg https://t.co/s4aVYs6ShK
Milton W Berg CFA @BergMilton
53K Followers 481 Following MB Advisors Institutional Research [email protected] https://t.co/DLmwNx0Ors "Milton Berg's Guide to Technical Analysis and the Stock Market" Target 2027
Probably Ballistic @prollyballistic
4K Followers 710 Following posting about engineering, finance, sex, and defense. life expectancy early 40s
fintechgirl 🇰🇷 @fintergirl
5K Followers 6K Following ✨매매기록&마켓 브리핑ㅤ Borderless Finance Insights Opinions are strictly my own 📩 DM for research inquiries / collaboration.
Piv○t @Pivot922
6K Followers 2K Following Chart Slinger | Order Flow Junky | 2017 Alumni | Overstimulated Schizo Poster |
Leo @LeoNelissen
12K Followers 997 Following Macro, Geopolitics & High-Quality Stocks "Time is the edge, quality is the filter, valuation is the trigger." Main Street Alpha / GNG Research / Seeking Alpha
Federal Reserve Bank ... @sffed
68K Followers 1K Following Serving the western U.S. with a mission to advance the nation’s monetary, financial, and payment systems to build a stronger economy for all. RT ≠ endorsements
Daniel Rosenblum @tradingbios
2K Followers 172 Following Trading biotech and some other stuff too https://t.co/tFxLwWT6vt
Inglourious Capital @inglouriouscap
15K Followers 931 Following Corporate fantasy football player. It's all a schadenfreude. LARPing as a L/S equity analyst. Investing where the vibes are.
RiverRoadPartners @partners_road
20K Followers 325 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.Trends for United States
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