George

Principal at a private family office. Disciplined long-term ownership in AI infrastructure, nuclear power, critical materials, space technology and Bitcoin.

[George @AlphaOverNoise]

@blvckledge native

[George @AlphaOverNoise]

@fin465 SEND

[George @AlphaOverNoise]

@JosephDevoy Does it work for SaaS?

[George @AlphaOverNoise]

@denohawari SEO

[George @AlphaOverNoise]

@Breaking911 @TMZ Who?

[George @AlphaOverNoise]

@DipanshuKu55175 Ai

[George @AlphaOverNoise]

@lady_valor_07 This type of post is straight out of cringe, ragebait LinkedIn

[George @AlphaOverNoise]

@unusual_whales

[George @AlphaOverNoise]

The “code” is toy-level nonsense. The Python snippets are introductory-course exercises that compute nothing actionable. The Bayesian update code is literally wrong …it multiplies a PDF evaluation by a scalar and calls it a posterior.

Also …Every formula here requires you to have a better probability estimate than the market. That’s not a formula problem, that’s an information problem. Polymarket prices already aggregate thousands of participants’ information.

[George @AlphaOverNoise]

@jack Dorsey is lying to Wall Street to pump his stock. Block's headcount skyrocketed 3.4x from 2019 to 2023. They grossly over-hired during the zero-interest-rate pandemic era.

In 2019, each $XYZ employee generated $678,000 in gross profit; by 2022, that dropped to $482,000. Dorsey isn't firing people because AI replaced them; he is firing them because he mismanaged his corporate structure and is using "AI" as a convenient scapegoat to please shareholders.

Studies show 90% of executives admit AI has had no impact on their employment levels.

The "AI is destroying jobs today" narrative is corporate AI-washing. The real AI revolution is happening in the physical hardware layer, not in Jack Dorsey's HR department.

[George @AlphaOverNoise]

I'm a strong believer in the psychedelic sector, it's offering real hope for humanity by tackling tough issues like addiction and mental health in ways traditional treatments often can't.

Companies like $ATAI are leading the charge, investing in innovative therapies that could genuinely transform lives and create a healthier society.

https://t.co/7G2fXwrgZs

[George @AlphaOverNoise]

The CPI print was fine. The bond market did not care.

Why? Because the market is already looking past February and into oil, yields, and real-world bottlenecks.

This morning’s memo is about the names I still want to own when capital gets selective:
Vertiv
Palantir
Cameco
Nova
Rocket Lab
Bitcoin
#Macro #AIInfrastructure #NuclearEnergy #Bitcoin $PLTR $RKLB $CCJ $VRT $UUUU $MP $NVMI

[George @AlphaOverNoise]

https://t.co/MFoi1vWhRq

[George @AlphaOverNoise]

https://t.co/MFoi1vWhRq

[George @AlphaOverNoise]

@b_co_co Not late, just in time, high beta, asymmetric, invest in the long term and you could have a 6 maybe even 7 figures by the time you're 50

[George @AlphaOverNoise]

@sama OpenAi peaked at the release of 4o

[George @AlphaOverNoise]

@chhddavid @claudeai If this does what it claims then goodbye replit RIP

[George @AlphaOverNoise]

@sama So that’s a 12 month runway at your current burn rate right?

[George @AlphaOverNoise]

@SimoonGuatemala Fix ur ad you’re wasting money

[George @AlphaOverNoise]

@claudeai If you are not vibe coding in 2026 are you really present ? lol

[George @AlphaOverNoise]

@coinbase Is this targeted for 18 year olds who can’t focus ?