Andre_Gomes

AMT Trader

[Andre_Gomes @Angomes94]

$BTC still looking bearish af

[Andre_Gomes @Angomes94]

$BTC looks ready for sub 60k$

[Andre_Gomes @Angomes94]

@katsuxbt I think he might be talking about @TheOneLanceB

[Andre_Gomes @Angomes94]

@MarciSilfrain never completly wiped out but lost 70% once

[Alex Hormozi @AlexHormozi]

You only need to get rich once. So you might as well work as hard as you can to get it done as fast as you can.

[The Assembly @InTheAssembly]

A 25 year old just turned $225 million into $5.5 billion in 12 months.

Here’s exactly what he bought.

Leopold Aschenbrenner got fired from OpenAI in April 2024.

He spent the next few months writing a 165-page thesis predicting AGI by 2027.

Then he launched a fund and put his money where his thesis was.

He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon.

He bought what AI actually runs on.

Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year.

Lumentum (LITE), optical components that move data between chips. Up 1,331%.

Sandisk (SNDK), storage. Up 3,130%.

CoreWeave (CRWV), GPU cloud infrastructure. Up 166%.

Iris Energy (IREN), AI computing and data centers. Up 583%.

The thesis was simple: every AI company needs energy, bandwidth, storage, and compute.

Nobody was buying those. Everyone was buying the AI companies themselves.

He was right.

His fund now manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman.

I’m adding this to my watchlist.

Every time he files a new 13F, we will break it down here.

Turn on notifications so you don’t miss the alert, this is VERY important.

Many people will wish they followed us sooner.

[NoLimit @NoLimitGains]

🚨 Anthropic just officially surpassed OpenAI in revenue for the first time.

And nobody is talking about how insane this is.

January 2025: Anthropic ARR = $1 billion.
April 2026: Anthropic ARR = $30 billion.

$1 billion to $30 billion in 15 months.

OpenAI sits at $24 billion.

The company built by people who LEFT OpenAI just lapped it.

Here’s what makes this even more remarkable.

Anthropic did this spending 4x LESS on model training than OpenAI.

OpenAI has 900 million weekly active users. Most of them pay nothing.

Anthropic has 300,000 business customers. 80% of revenue is enterprise.

That is a completely different business model and it is winning.

Over 1,000 companies now spend more than $1 million per year on Claude.

That number doubled in under two months.

Eight of the Fortune 10 are Claude customers.

And while OpenAI is targeting break-even by 2030, Anthropic is projecting positive cash flow by 2027.

3 years earlier.

Remember: Anthropic was founded in 2021.

It took them less than 3 years to go from zero to the fastest growing company in the history of American business.

The AI race was supposed to be OpenAI vs everyone else, but it’s not anymore.

If you want to know where I’m deploying capital next, all you have to do is turn on notifications and pay close attention.

Many people will regret not following me sooner, trust me.

[threadguy @notthreadguy]

lets just declare crypto an ai bottleneck

[Elon Musk @elonmusk]

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI.

AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

[@levelsio @levelsio]

If the skill part of making things moves to the AI

Then everyone now has access to the same skills

So then it's either not about skills anymore and everyone is competing with everyone on equal footing and all of us ending in a perfect competition with close to zero profit

So then nobody ends up winning anymor but the AI companies (since we pay them)

Or skill is replaced by stuff like ideas, originality, taste, getting users, attention, distribution, audience, capital (who's rich) etc

[Darwinex Zero @DarwinexZero]

“All you need is one pattern to make a living.”

- Linda Raschke

[Zucker Doctor @DoctorLFC]

More than a decade ago, my wife and I visited Switzerland for our honeymoon. On the way back after visiting a Cheese factory, we made a mistake and took the train that was heading in the opposite direction to our destination.

The train was completely empty except one lady sitting in a corner. We were confused about what to do next. She didn't speak English but figured that we were in a spot of bother and immediately pressed a button that ensured that the train stops at the next station, which was a small station in the middle of the countryside of Switzerland. She gestured that we could walk our way back from there to the previous station.

Our walk back was through a small hill in the countryside. Everyrhing was lush green with houses like these along the way. It began to drizzle while we were walking back and we had to wait near one of the houses for the passing shower.

It was a 25-30 minute walk and we eventually returned to our original train station but I still remember almost everything throughout that walk like it was yesterday.

It may sound a bit clichéd but Switzerland truly is like heaven on earth.

[Gene @realweirdgene]

I built my dream life from of a depressed pharmacy student because I watched Kanye 7 years ago say how he was going to be a billionaire and actually do it.
It made me realize, the most delusional people take the most risks, and because they’re so delusional, they try until they win.
Winning is a by-product of keeping at it. To keep at it, you first have to be delusional that it’s possible.
Problem is we spend the whole day telling ourselves it can’t be done. Says who?
You let them brainwash you? Haha.
Re-brainwash yourself then. Re-create new beliefs, re-invent yourself.

[Andre_Gomes @Angomes94]

$NQ to 23900

[Andre_Gomes @Angomes94]

The world is changing so fast, it is nuts

[Andre_Gomes @Angomes94]

What the hell is @ApexTradeFund going to be releasing, I heard it’s going to blow our minds

[*Walter Bloomberg @DeItaone]

BRENT OIL PRICES TRADE UP 8-10% AROUND $80/BARREL OVER THE COUNTER AT 1100 GMT ON SUNDAY, 2 TRADING SOURCES SAY

[Elon Musk @elonmusk]

Another one bites the dust

[Route 2 FI @Route2FI]

One-line summary: you have two years left to escape the permanent underclass

A bit longer:

1. AI greatly increases productivity and corporate profits

2. Rapid automation replaces human workers faster than new jobs emerge

3. Reduced employment cuts incomes and weakens consumer spending.

4. Falling demand prompts more automation to lower costs, deepening the cycle.

5. This feedback loop creates “ghost GDP”: economic output looks strong, but households grow poorer.

6. Fired workers spend less money → businesses make less → they use even more AI → more jobs disappear.

7. Stock market, loans, mortgages, and banks start breaking because they all assumed people would keep earning high salaries.

8. By 2028, this imbalance could trigger a systemic economic crisis where AI-driven productivity outpaces the human economy.