Rui

Private Investor & Author. Former hedge fund analyst. Ask better questions 👉

[Rui @InflectInvest]

I had a blast talking with .@fortelabs

His ideas have had a 10x impact on my thinking along w/ @nntaleb @naval & @anthilemoon. I've found his writing on productivity & knowledge mgmt to be among the best.

https://t.co/JcqIr79JYH

[Rui @InflectInvest]

@HFI_Research

[Rui @InflectInvest]

@letitrolldragon @CliveEdwar13256 @JavierBlas Oil negative, chips 100x

[Rui @InflectInvest]

If you’re interested in identifying these kind of start ups, @RichardKoch8020 star principle is a good book to read

[Calvin Chen @calvinchen]

https://t.co/KBzJKTs6Xb

[Rui @InflectInvest]

@zarazhangrui Kind of like readwise for X. An extension of that is to have a random selection of your bookmarks emailed to you also

[Rui @InflectInvest]

@RodrigoRabaco @mattpocockuk Let us know how opencode goes

[Rui @InflectInvest]

So you spent $9000 per month in tokens to automate your online biz and you used the extra time to scroll X instead?

[Boring_Business @BoringBiz_]

So you spent $9000 per month in tokens to do the job that you already did and you used the extra time to scroll X instead?

[Rui @InflectInvest]

@CRUDEOIL231 Thanks for sharing this. I also cut a big chunk of my brent today and added to energy equities instead. Agree that thesis is still there but dunno how long it's going to take to play out and don't want to fight the tape anymore

[Rui @InflectInvest]

@KarelMercx Why Subsea and not say RIG BORR etc?

[Rui @InflectInvest]

@Rory_Johnston Textbooks? 😄

[Rui @InflectInvest]

@Big_Orrin You don't expect any price reaction once Cushing falls below operational minimums?

[Rui @InflectInvest]

@AskSurplus @brian_armstrong none of the overview pages are there fyi

[Rui @InflectInvest]

@mercoglianos @calvinfroedge How long's a long time? They've been there for months now

[Rui @InflectInvest]

@orrdavid No dividends either

[Rui @InflectInvest]

@marcell_petike @v_foucault Yeah I need to get on that. Just a bit of a hassle

[Rui @InflectInvest]

@marcell_petike @v_foucault Also regular saunas

[Rui @InflectInvest]

@awxjack @airwallex Nice!

[Rui @InflectInvest]

@t_blom I think it largely depends on the product and the customer being served

[Rui @InflectInvest]

Are your clients based in London also? I generally feel like finance is less cost sensitive and less likely to vibe code when there are ready solutions out there. Eg someone like cidatel or Jane street will spare no expense to gain an edge and won't waste effort on recreating slack

[Rui @InflectInvest]

/goal still going..

[Rui @InflectInvest]

@garrytan Are you using both openclaw and Hermes now?