Hyperliquid ETFs. https://t.co/qGKGEMXrFR
Three years ago today, on May 20th, 2023, I started compiling CitriniResearch’s first thematic primer “Artificial Intelligence: Global Equity Beneficiaries”. The thesis was simple - if a bit controversial back then - AI compute demand would go beyond lifting just Nvidia, the
This selloff in rates is closer to the beginning than the end imo.
Everyone repeat after me… “Options on a 13F are reported with notional value as if each contract was 100 shares regardless of the actual delta of the contract” Maybe we can avoid this next quarter (we won’t). https://t.co/6LBCbA0HKi
I honestly think this is what irks me about the newly minted class of “bottleneck investooors”. Very few even try to have some sort of view on why these bottlenecks need to be widened and what it looks like when they are, and that just seems like a bad idea.
It seems like everything to do with AI rn has an absurdly wide distribution of outcomes, and the variance of those outcomes is equally massive. Small tweaks to assumptions, or small forks in the path today, lead to wildly different worlds tomorrow. This isn’t isolated to the
Pre-IPO market on @tradexyz has SpaceX at > $2T - considering how accurate this was for $CBRS, @elonmusk is set to be the world’s first trillionaire by a comfortable margin.
Literally just a taste of what data center discourse during election season will mostly look like https://t.co/pOzLC8EPFe
This was a great read https://t.co/5rxReErNYm
Morgan Stanley’s price discovery happens on @tradexyz https://t.co/P3t8bxBNON
Have gotten 4 different calls today from funds who are watching CBRS trade on @tradexyz for price discovery, pretty surreal
It turns out WIX was in fact an AI loser, despite confusion at times (mainly my own). https://t.co/WzCEjucsUY
Why are you buying KWEB (late 2010s-coded internet) when you could be buying KSTR (all the exciting Chinese AI companies)?
Mediatek basically was ignored on handset weakness for two years, then TPU upside tripled the stock in the 6 months after we wrote about it in November. I’m wondering if there’s a version of this for Trainium. Is it just Alchip?
For the better part of 4 years, I’ve considered myself reasonably early to emerging sub-themes in AI and Robotics. Every time I begin researching a new one, I encounter promising private companies and, without fail, @GavinSBaker or @wolfejosh are already investors in them.
This is so unbelievably cool. https://t.co/2TbK4MHOgH
Time to upgrade the office robot dog https://t.co/yAcmY04pB3
Macro is going to become important again. Brace yourselves for incredibly bad takes.
South Korea tonight like “Don’t you mean OUR memory stock gains, comrade?” https://t.co/EAocGDK7o1
Look how quaint the estimates were. $400 billion dollars, lmao. https://t.co/0QleIGXvab