amir

Hardware Mfg guy. 10+ angel investments. Long crypto. Austin.

[amir @AMIRrorROY]

Hardware is back and it's not temporary.

Multiple S-curves converging at once. If you're thinking about building something, now is the time to pull the trigger.

Thanks @octopart and @altium for having me on.

[octopart @octopart]

On this CTRL+Listen Podcast, @AMIRrorROY, VP of New Biz Dev at @imagineeringpcb, a family-owned PCB fabrication and assembly shop since 1985, covers why he believes we're entering a new hardware renaissance.

Watch the full interview: https://t.co/4pFzjeqEd7

#Podcast #Altium

[amir @AMIRrorROY]

@ErenChenAI This would crush at a Halloween party

[amir @AMIRrorROY]

@___Dario_____ Just shot you an email lets chat

[Shanu Mathew @ShanuMathew93]

Buddy of mine asked for resources to get up to speed on the last 6 months of AI, LLM development, +more.

Honestly, the best resource has been logging onto X every day over the last few years + podcasts from leading investors/people working at the labs or leading the hyperscalers + product releases & events from NVDA/Frontier Labs/etc.

I sent a ton of podcasts and sites which I'll link in here but figure I'd crowdsource some resources. Not meant to be exhaustive but more to flag for folks the outlets+people+podcasts to follow as a foundation. Imagine it'd be helpful for folks that don't live & breathe this daily or have access to sell-side.

@TMTLongShort @DratchCap @ContrarianCurse @PythiaR @justjoshinyou13 @zephyr_z9 @deredleritt3r

[amir @AMIRrorROY]

@ColeNichol99434 @ChrisCamillo Kollective. Highly recommend it

[amir @AMIRrorROY]

Met @ChrisCamillo a few days ago at the gym. One of the nicest guys Ive met and the first thing he wanted to chat about was the $SG trade and how bullish he was on it. He lives, breathes and eats (wraps) his trades. Mad respect for the guy.

[Chris Camillo @ChrisCamillo]

You guys have been crushing Sweetgreen wrap launch channel checks. Keep it up.

My turn.

North Texas suburban channel check. Clerk sees lift in foot traffic since launch. Wraps are ~15% of orders. Repeat wrap orders confirmed. 50% of wraps are pickup.

Best new alpha: wrap ticket sizes are higher than salads/bowls because customers are adding chips/drinks more often.

That last part matters most.

Still way too soon to have conviction in this highly speculative trade. Wall Street looks to be trading $SG down today as transaction data isn’t yet showing meaningful improvement. Early channel checks suggest possible upside, but the jury is still very much out.

Restricting carbs, so went bowl today.

[amir @AMIRrorROY]

@ChrisCamillo Risk noted but no worries I'm comfortable in speculative waters. Appreciate the $AMZN read too. See you around!

[amir @AMIRrorROY]

@ShanuMathew93 TAM is too big to ignore.. they prob see the size of the opportunity from the inside (from their investments into 1x and figure)

[amir @AMIRrorROY]

This has to be the bottom for $BTC My Dad just flexed his $DELL holdings on me

[amir @AMIRrorROY]

@ShanuMathew93 “from Vancouver you a BC babyyy” is my new stim

[amir @AMIRrorROY]

@ShanuMathew93 Ppl forget that meek mill started the bull run

[amir @AMIRrorROY]

@DrCamRx @R89Capital Knew it

[amir @AMIRrorROY]

@SamuelBeek I already see it. You’d be surprised by some of the companies that are prototyping ideas rn.

[amir @AMIRrorROY]

@pkuhar nice solution

[amir @AMIRrorROY]

@ShanuMathew93 Hahahaha

[amir @AMIRrorROY]

@SamuelBeek @lightspeedvp Haha that’s awesome

[amir @AMIRrorROY]

@i2cjak ENIG finish always gets me feeling some type of way

[amir @AMIRrorROY]

@Saint_n0mad Unbelievably tough

[amir @AMIRrorROY]

@ShanuMathew93

[amir @AMIRrorROY]

Me when my wife doesn’t repost my LinkedIn post