user889

noob

[user889 @0xmanvinder]

he who kept clicking will stand tall after the dust settles

[user889 @0xmanvinder]

@buzzberg_ai @OpenAI supply in 2028 is going to be scarcer than supply in 2026

/memory_men

[user889 @0xmanvinder]

@buzzberg_ai with agents that work continuously and robotics coming in - we're in for quite an interesting ride for memory

[user889 @0xmanvinder]

$CBRS has a large customer in OpenAI and its data centre plans/ambitions; this move to choose $NVDA over Cerebras will significantly hurt the latter and maybe result in a derating

stock down 12% today

[buzzberg.ai @buzzberg_ai]

.@cerebras helped OpenAI go Ultrafast

But the latest Ultrafast model runs on Nvidia GPUs, not Cerebras, says @SemiAnalysis_

Resulting in competition on Cerebras’ core competency

$CBRS: -4.8% since the tracked call in this snapshot

The report, reactions and price trail below 👇

[user889 @0xmanvinder]

any ticker / idea on my bookmark can translate into an investment decision

ggwp

[buzzberg.ai @buzzberg_ai]

AI needs more than GPUs. Who’s supplying the rest?

Lasers. Memory. Storage

Go deeper. Get the short version. Or just the one takeaway worth remembering

Buzzberg MCP has you covered, right inside Codex

Try it on a ticker you’ve bookmarked

Setup 👇

[user889 @0xmanvinder]

@buzzberg_ai see on X, research on buzzberg

[buzzberg.ai @buzzberg_ai]

Before you follow the next @aleabitoreddit call, see how the earlier ones played out

A simulated portfolio built from those calls more than doubled: +133.5%, versus SPY’s +24% over the same dates

Explore calls in $NVDA, $SNDK and $IREN. See what was said, when it was said and what happened next

- Open calls: open calls are ones that initiate trades and are included in return computation
- All calls: full tracked call history from snapshot's beginning
- Source: open the original tweet and know it all!

We have hold period ranging from 7, 30, 90 and 180-day to compare results

How we simulate returns:

Once an open call is made, the model splits money equally across positions and values them daily. A position ends when its hold period is over or the speaker tweets an exit, whichever comes first. This snapshot in particular is from July 1, 2025 – September 28, 2026

TL;DR:
If a stock pick takes a tweet then why reviewing its track record should take more?

Explore the Strategy lab 👇

[user889 @0xmanvinder]

$NVDA announced ~ $150B stock buyback alongside developing and progressing the boundaries of AI making investors an order of magnitude bullish on the name for years to come

this maybe the breakout candle and we just make an ATH in a straight line

[buzzberg.ai @buzzberg_ai]

Before you follow the money, follow the attention

$NVDA tops Buzzberg’s most-talked-about list

Big name tag team with a bigger crowd: 63% above its 30-day average

Top mentions combine average attention and attention change

See what other ticker stands out!

Link in the first reply 👇

[user889 @0xmanvinder]

so hard to generate alpha when great investment analysis and an equally great execution are in the hands of masses

AI agents are taking over the greatest game on earth: making money

it's gonna be fun seeing for how long the common 13Fs make money for folks who borrow conviction

[buzzberg.ai @buzzberg_ai]

We tested a simple question: what would have happened if you copied a manager’s disclosed holdings only after each 13F became public? https://t.co/dcoYH95BfE

[buzzberg.ai @buzzberg_ai]

One All-In stock call gained 107%

We checked the ideas behind standout calls from @theallinpod, @Delphi_Digital and @APompliano pods - and how their broader records compare

The calls, the reasoning, the receipts 👇

🧵

[user889 @0xmanvinder]

@buzzberg_ai @theallinpod @Delphi_Digital @APompliano what you consume determines your performance - be it financial or emotional

[user889 @0xmanvinder]

@buzzberg_ai @Akamai @AnthropicAI @aleabitoreddit investing in all semiconductors that are 20-30% away from ATHs and running them to new ATHs 20-30% above previous one

positioning got rinsed while fundamentals improved, investor base drastically changed for the better

good times - run $SOXL back to all time highs

[user889 @0xmanvinder]

@buzzberg_ai @jimcramer even cramer is beating the market

[user889 @0xmanvinder]

@buzzberg_ai muse will violently rerate meta stock, the renaissance has already begun

[user889 @0xmanvinder]

goated

[buzzberg.ai @buzzberg_ai]

Copying Druckenmiller late still beat the S&P 500 in Buzzberg’s five-year backtest

But could you have stayed invested long enough?

Buzzberg ran a five-year backtest using Duquesne Family Office’s disclosed stock holdings

The model bought only after filings became public and updated its portfolio with each new disclosure

Druckenmiller moved first. The model followed later

Same $10,000. Same five years

September 14, 2021 - September 14, 2026:

→ Duquesne copy: $28,844
→ S&P 500 through SPY: $18,282

Roughly $10,600 more, even after waiting for the disclosures

Getting there meant enduring a 37.6% decline from a previous peak

The delay didn’t erase the opportunity in this test. The drawdown tested the patience it would have taken to capture it

Want to see how other investors’ 13F portfolios stacked up against the S&P 500?

See who beat the index, and who fell short - on our Callfolio page 👇

https://t.co/ZkJ2A4G8Ra

[user889 @0xmanvinder]

the very cost of intelligence is dropping, but the cost to deliver that intelligence is not

interesting conundrum creating a lifetime investment opportunity

[buzzberg.ai @buzzberg_ai]

AI is getting cheaper. Keeping up is getting costlier

Three developments worth connecting:

• @OpenAI roughly halves API pricing for GPT-6 Sol and Luna
• @AnthropicAI says Opus 5.5 costs 40% less on typical workloads than Opus 5
• @nebiusai raises selected GPU rental rates from October 1

If intelligence keeps getting cheaper, what becomes scarce enough to command a premium?

The $IREN debate brings the physical constraints into focus:

Land. Grid access. Cooling. Compute ready to run

Cheaper AI could unlock more usage, making the ability to bring that capacity online increasingly valuable

Buzzberg brings together 26 voices following $IREN - including:

→ @RosannaInvests on secured power and getting capacity online
→ @aleabitoreddit on what Nebius’s price hikes could mean for IREN’s earnings

What’s the next datapoint you'd track: pricing, capacity going live, or something else?

Explore their takes, disclosed positions and counter points 👇

https://t.co/7h84olC90P

[user889 @0xmanvinder]

qcomm (home services) is following in the footsteps of qcomm (overall)

[Chandra R. Srikanth @chandrarsrikant]

🚨Snabbit in talks to raise $70 million from Mirae, SIG as quick services wars heat up

Quick home services startup Snabbit is in advanced talks to raise about $60-$70 million in a fresh funding round from Mirae Asset and Susquehanna International Group (SIG), according to people familiar with the matter.

The round, which is currently being negotiated, is expected to value the company at around $350–$400 million, the sources said. Existing investors Bertelsmann India Investment (BII), Lightspeed Venture Partners and Elevation Capital are expected to join the round.

By @AryamanGupta_

https://t.co/9IU3IQ0ilK

[user889 @0xmanvinder]

@kdotcrypto every category will have one winner or a duopoly at best

[user889 @0xmanvinder]

one thing i know for sure, from this chaos:

a) deepinder is a highly transparent individual. he cares deeply about zomato and delivery workers (by doing over and above what is required)

b) he won't back down regardless of whichever shitty politician tries to gain political mileage

the system is not perfect, nothing is. but expecting to be paid better than entry-level IT jobs that people spend time and money for, to do a job that's by and large unskilled is simply unfair

its hard to be in the shoes of a delivery worker, 100% agreed

that said, india seriously lacks in creating large-scale, organised employment, and the gig economy is a zero-barrier route to becoming organised, which means to fund kids' education, have basic healthcare etc

you have gig economy employing upwards of ~ 1 million people, that simply didn't exist a decade back. had zomato and blinkit weren't around; people would be worse off, living hand to mouth, and that's the truth

gig work is truly flexible; log in and out as you please - work at the hours and days that suit you. nobody is forcing you to

earnings start accruing the moment you join the network, as long as you remain active

at the end of the day, it's a fair trade and anybody telling you otherwise has ulterior motives

[user889 @0xmanvinder]

one thing i know for sure, from this chaos:

a) deepinder is a highly transparent individual. he cares deeply about zomato and delivery workers (by doing over and above what is required)

b) he won't back down regardless of whichever shitty politician tries to gain political mileage

the system is not perfect, nothing is. but expecting to be paid better than entry-level IT jobs that people spend time and money for, to do a job that's by and large unskilled is simply unfair

its hard to be in the shoes of a delivery worker, 100% agreed

that said, india seriously lacks in creating large-scale, organised employment, and the gig economy is a zero-barrier route to becoming organised, which means to fund kids' education, have basic healthcare etc

you have gig economy employing upwards of ~ 1 million people, that simply didn't exist a decade back. had zomato and blinkit weren't around; people would be worse off, living hand to mouth, and that's the truth

gig work is truly flexible, log in and out as you please - work at the hours and days you please. nobody is forcing you to

earnings start accruing the moment you join the network, as long as you remain active

at the end of the day, it's a fair trade and anybody telling you otherwise has ulterior motives

[Deepinder Goyal @deepigoyal]

Now tell me, is this unfair? Especially for an unskilled job, which is largely part time, and has zero barriers to entry.

[user889 @0xmanvinder]

the champagne Socialist who married a film star and had a designer wedding in Udaipur and a first wedding anniversary in Maldives is milking the sentiment real good because he cant fix shit

[Sanjeev Bikhchandani @sbikh]

Very well written @deepigoyal Every word is true. It beggars belief that a Champagne Socialist who married a film star and had a designer wedding in Udaipur and a first wedding anniversary in Maldives has the audacity to then shed crocodile tears around alleged exploitation of gig workers. Aam Aadmi my foot