InvestmentGuy

Independent thoughts on the markets and current macro investment themes.

[InvestmentGuy @GoldmanAdvisor]

@typesfaster Nah.. these are poor people scalping and listing for crazy amounts. If everyone was rich they wouldn’t be selling…

[InvestmentGuy @GoldmanAdvisor]

@SolSt1ne Marco is the real deal…

[InvestmentGuy @GoldmanAdvisor]

@bradsferguson You need an account at Goldman. They are leading the IPO…

[InvestmentGuy @GoldmanAdvisor]

@mcuban As with coding, the right answer can be tested each time it gets deployed and that will be the answer to enterprise AI in the future. The verification methods just need to be built.

[InvestmentGuy @GoldmanAdvisor]

@StockSavvyShay The market is wrong… software companies are about to take share from the $30T labor market… it’s a 10x trade!

[InvestmentGuy @GoldmanAdvisor]

Wait times this morning at JFK are much longer than represented on the website. PreCheck was about one hour. This is Jet Blue Terminal 5.

[InvestmentGuy @GoldmanAdvisor]

@JasonrShuman Put another way the software industry is a $2T global market and labor is $30T. Software is eating labor thanks to AI. The growth opportunities are exponential.

[InvestmentGuy @GoldmanAdvisor]

@mattvanswol @BarbarianCap ATL wait time says 12 minutes. Not sure why there was such a problem earlier in the day.

[InvestmentGuy @GoldmanAdvisor]

Exactly right. The global software market is somewhere in the $1T range. The global labor market is around $30T. With the help of AI software will start eating into that $30T market and will grow exponentially. Subject matter experts will be more valuable and enterprise software companies with relationships grow larger while many others will now also have ability to build!

[InvestmentGuy @GoldmanAdvisor]

@The_Real_Fly Data is and has always been the product. This is why Google, Amazon and Apple will keep winning.

[InvestmentGuy @GoldmanAdvisor]

@MatthewBerman This is Altman’s chance to drop an OpenClaw token plan.

[InvestmentGuy @GoldmanAdvisor]

@dee_bosa @carlquintanilla Check out More Deductions for com. Crazy what AI has already done.

[InvestmentGuy @GoldmanAdvisor]

@ZenomTrader We are doing this at MonthlyAlerts dot com but it’s not as easy as you describe. Backtesting is only half the battle. Forward returns matter more. Check it out.

[InvestmentGuy @GoldmanAdvisor]

@blondesnmoney Check out https://t.co/GXNQbG298x for a fully functioning view into how AI will change tax reporting forever. Crazy!

[InvestmentGuy @GoldmanAdvisor]

@mischavdburg Kimi is the LLM being used by people running Clawdbot. It’s a Chinese LLM. Wake up!

[InvestmentGuy @GoldmanAdvisor]

@dee_bosa Kimi is the new LLM being used for Clawdbot implementation. It’s a Chinese LLM… Wake up!

[InvestmentGuy @GoldmanAdvisor]

@ZeeContrarian1 Not today…

[InvestmentGuy @GoldmanAdvisor]

@unoffendedbruh @ZeeContrarian1 You are welcome! Best of luck with $UNH. Great company but health insurance is a political target that is not worth playing. Investing is hard enough without adding politics.

[InvestmentGuy @GoldmanAdvisor]

@donwinslow Why is that guy holding a paintball gun?

[InvestmentGuy @GoldmanAdvisor]

@homegymcoop As of late 2025, no broad changes have made general fitness equipment automatically eligible without documentation. Always check with your HSA provider and consult a tax advisor for your specific situation.