Capriole Investments

The New Scarcity Fund.

Posts not investment advice.

[Capriole Investments @capriole_fund]

Capriole Quant - the only investment platform you need

[Capriole Investments @capriole_fund]

Seasonality Dashboard now live on Capriole Quant.

Check any config of historically similar years performance and returns for S&P 500, QQQ, Gold and Bitcoin.

Slice and dice across history by presidential year, party in power and more!

[Capriole Investments @capriole_fund]

We've just launched a suite of 20+ alpha AI metrics giving you a leading edge insight into where the AI market is in real-time. There is no earlier signal than spot market pricing and port export data.

Covering:

- On-demand chip pricing
- Memory spot prices
- Semiconductor exports from Taiwan, Korea, China
- Semi component exports at the time of shipment
- Data Center Leasing rents + vacancies
- AI CAPEX spend
... and more.

These give you real-time insight into AI compute demand and utilization.

Lab revenue and user metrics are typically weeks and months out of date.

This data tells you where AI is really at today.

Only at: https://t.co/8ToBZK1tsW

[Capriole Investments @capriole_fund]

@caprioleio This is part of a new suite of 20+ alpha AI metrics just launched at Capriole Quant, check it out: https://t.co/U9O0HKPGNy

[Charles Edwards @caprioleio]

People are worried about AI, meanwhile on-demand chip pricing hits new ATHs, up 11% in the last 2 weeks alone!

[Capriole Investments @capriole_fund]

The only financial calendar you'll ever need:

- All US data and Fed Events
- All NASDAQ 100 Earnings events
- Moon cycles
- IPOs

Now live at Capriole Quant

[Charles Edwards @caprioleio]

My @watchbmtv show today, we cover a lot of ground:

- Relative value of Bitcoin now
- Driving liquidity / impact of 5%+ rates on Bitcoin
- Miner capitulation + recent Hash Rate growth
- Quantum and AI risks & opportunities
- The next incremental buyer

If I look a tad sleepy, it's recorded live at 1am my time!

https://t.co/wE3gxeVhpc

[Capriole Investments @capriole_fund]

Try Premium free at https://t.co/DXr8JI40ma

[Capriole Investments @capriole_fund]

Capriole Quant - the only investment platform you need

[Charles Edwards @caprioleio]

Astra DCF valuation models on all top ranked stocks.

Check out AII and more inside!

[Capriole Investments @capriole_fund]

Capriole AI now has its own home.

Check out the new models + product updates here.

Follow @CaprioleAI

[Capriole AI @CaprioleAI]

What is Capriole AI?

It's one workspace for the world's leading AI models.

- Unlimited chat with GPT Astra, Fable, Opus, Gemini and Grok
- Unlimited image generation with GPT Image 2.5
- All for $8/month
- API up to 92% less than official rates

Try it free. No sign-up needed.

[Capriole Investments @capriole_fund]

Fry it free here: https://t.co/U9O0HKPGNy

[Capriole Investments @capriole_fund]

Capriole Quant now runs 1hr Astra Max thinking discounted cash flow (DCF) models on all top ranked stocks.

What's that mean?

You get the intelligence of a Pro-investment banker for each top ranked stock which already shows technical strength instantly.

That's 5 days of non-stop tier 1 AI model processing on equities data, with proprietary data feeds included, available instantly!

Check out $AII here
- 5 PE
- AI DCF forecasting +80% upside
- Deep analytics, competitor, growth and market analysis

[Capriole Investments @capriole_fund]

4 new metrics released on Capriole Quant in the last day, check it out!

[Charles Edwards @caprioleio]

What bubble?

At a Forward PE of 19, the S&P500 is hovering just above its long-term average, while we press new highs.

[Capriole Investments @capriole_fund]

@caprioleio Track it live on Capriole Quant here:
https://t.co/4Df5uMzUcx

[Charles Edwards @caprioleio]

Memory prices ATH.
Chip Exports ATH. Korea up 25% in last 3m alone.

I expect Micron earnings will see a major reprice up tomorrow. As well as AI supply chain in general soon.

All demand pointing up and at growth rates higher than anyone expected. This needs a major blow to reverse course (eg Hyperscaler AI CAPEX cuts) which are currently not on the horizon.

Why is Burry still short?

[Capriole Investments @capriole_fund]

And much much more!

Try it out free, Capriole Quant: https://t.co/U9O0HKPGNy

[Capriole Investments @capriole_fund]

Introducing Capriole Quant

Your AI enabled quant analyst to support your biggest investment research and decisions.

[Capriole Investments @capriole_fund]

All Capriole Quant subscribers get https://t.co/xwfSDvh9cN access included free.

That's access to all of the world's best AI models (Claude, OpenAI, Google, DeepSeek) in one platform, with API and agentic application integration free.