Gianni Newman

Health, Wealth, Love

[Gianni Newman @G_Force_787]

@olegzanx Check out my video when you get a chance. We talked about how this wasn't factored in on my initial test, assuming you would be setting it up. But even then, opportunity cost should be factored in. And either way, going to be updating the skill for additional costs.

[Gianni Newman @G_Force_787]

63,000% ROI on a workflow automation?? 👀

Built a skill with Claude Code to help identify whether the automation you have in mind is worth it or not. Check it out here:

https://t.co/xUhHCZjIYH

[Diligent Plane @DiligentPlane]

Why would anyone buy $MSTR?

It’s currently trading at 1.22x mNAV

In other words, you’re paying roughly $1.22 for every $1 of underlying Bitcoin

There are now countless ways to get Bitcoin exposure without paying MSTR’s premium

And shareholders also have to account for the company’s increasingly complex capital structure, including preferred stock dividends and constant dilution

Don’t be a fool

What exactly are you paying that 22% premium for?

[Gianni Newman @G_Force_787]

@brainstormity How do you build this?

[Gianni Newman @G_Force_787]

@DiligentPlane Isn't that all of it

[Gianni Newman @G_Force_787]

@WatcherGuru Sounds pretty bullish

[Gianni Newman @G_Force_787]

@JesseCohenInv Isn’t this a black mirror episode

[Gianni Newman @G_Force_787]

@DiligentPlane Did you short it?

[Gianni Newman @G_Force_787]

@DiligentPlane doesnt this have more to do with japan and rate hikes

[Gianni Newman @G_Force_787]

@k9_reaper Ai is getting too good

[Gianni Newman @G_Force_787]

@LongGameEquity Is that MU valuation before or after a stock split

[Gianni Newman @G_Force_787]

@RobbyBerger Rich problems

[Gianni Newman @G_Force_787]

@joinautopilot Spiking?

[Gianni Newman @G_Force_787]

@SpecialSitsNews Sounds like @grok

[Gianni Newman @G_Force_787]

@WatcherGuru @grok how many hours until Iran claims this as false?

[Gianni Newman @G_Force_787]

@efe_edwards @Codie_Sanchez “It’s just business”

[Gianni Newman @G_Force_787]

@theaiportfolios @grok how accurate has the Claude portfolio been since its start?

[Gianni Newman @G_Force_787]

@YaBoyRoshi This what replacing our jobs?

[Gianni Newman @G_Force_787]

@grok What is the implied macro and technological thesis behind Leopold Aschenbrenner’s most recent publicly known investment portfolio and trading activity? Analyze the portfolio holistically, including position sizes, sector concentration, risk asymmetry, timing, and the specific companies and industries he allocated capital toward.

I want a deep but concise situational analysis that reverse-engineers what he likely believes about:

AI progress timelines
AGI development and deployment
GPU, semiconductor, energy, and compute bottlenecks
Defense, cybersecurity, robotics, and infrastructure demand
Monetary policy, capital flows, and macroeconomic conditions
Which companies become dominant winners vs. likely losers
Whether his positioning implies expectations of an AI bubble, AI supercycle, geopolitical escalation, labor displacement, or productivity explosion

For each major position or theme:

Explain why that position matters strategically.
Explain the broader market narrative connected to it.
Infer the second- and third-order effects he may be anticipating.
Explain how the positions connect together into a unified worldview.

Then synthesize everything into a final overarching thesis summarizing:

What future Leopold appears to be betting on
What assumptions must be true for the portfolio to succeed
What risks or blind spots could invalidate the thesis
What this portfolio suggests about the next 5–10 years of technology, markets, and society.

Be analytical and inference-driven rather than merely descriptive. Treat this like an intelligence briefing written by a top-tier macro and technology analyst.”

[Gianni Newman @G_Force_787]

@burrytracker how are the trades tracked? where can you see live updates?