Teylor Bremekamp

Investing Thoughts & Ideas - Masters in Finance - Tech Engineer Turned Finance & Crypto Enthusiast

[Teylor Bremekamp @InvestorKamp]

@Jason @allinsummit Where is the talk with that guy who owns the defense company? Did it get posted yet and or will it still be posted due to the drama?

[Teylor Bremekamp @InvestorKamp]

@Jason @chamath @DavidSacks @friedberg Also, I have never seen @DavidSacks hung over, what kind of night did you guys have prior?! Wish i was there!

[Teylor Bremekamp @InvestorKamp]

@Jason @chamath @DavidSacks @friedberg Just watched the bill Gurley episode.... if anyone hasn't said it yet, your blue suit was the highlight 🔥 👌. Where'd that jcal style come from?!?

[Teylor Bremekamp @InvestorKamp]

@Jason @mollywood Where can I invest?!

[Teylor Bremekamp @InvestorKamp]

Epic thread, read the article as well. Thanks for sharing @bgurley

[Bill Gurley @bgurley]

An entire generation of entrepreneurs & tech investors built their entire perspectives on valuation during the second half of a 13-year amazing bull market run. The "unlearning" process could be painful, surprising, & unsettling to many. I anticipate denial. Some thoughts:

[Bill Gurley @bgurley]

An entire generation of entrepreneurs & tech investors built their entire perspectives on valuation during the second half of a 13-year amazing bull market run. The "unlearning" process could be painful, surprising, & unsettling to many. I anticipate denial. Some thoughts:

[Teylor Bremekamp @InvestorKamp]

Hey @Jason @theallinpod who is writing these bestie intros for you?! 😆 🤣 they deserve a daytime emmy award! Super funny every week, can we get them a plaque made or something???

[Teylor Bremekamp @InvestorKamp]

@borrowed_ideas Awesome breakdown of earnings results, thanks

[Teylor Bremekamp @InvestorKamp]

@Jason @theallinpod Great pod, get more guests like him on!

[Teylor Bremekamp @InvestorKamp]

@theallinpod @fast Haha loved the intro, keep it up @Jason never let it die!

[Teylor Bremekamp @InvestorKamp]

@theallinpod @fast Fixed!! And I was on YouTube app on my android phone

[Teylor Bremekamp @InvestorKamp]

This is the greatest video ever 😆 🤣

[Cory 🦢 Real Bitcoin @ Swan.com @CorySwan]

#DoFi

[Dan Nystedt @dnystedt]

The TSMC Supremacy

When Nvidia CEO Jensen Huang unveiled the H100 data center GPU last week (3/22), he said it was made with TSMC’s 4-nanometer process.

He also said Nvidia is talking to Intel as a new potential foundry partner.

But he warned:

Thread: 1/17
$TSM $INTC $NVDA

[Grayscale @Grayscale]

“What the executive order will do is enable the SEC to do their own studies and have their own findings, which I believe will also result in support for a spot #bitcoin ETF, because the markets are ready.” - @Craig_Salm
https://t.co/GglsX5YnlK

[Teylor Bremekamp @InvestorKamp]

@djrosent @garrytan ❤️ you an og!

[Teylor Bremekamp @InvestorKamp]

@SixSigmaCapital Hypergrowth tech companies that have overly punished the past 4 months. Asset light not hindered by inflationary boom in commodities, trade wars, or supply chain issues. I do like $ARKK and $ARKG long term and I think we're nearing lows... risk reward there rn ftw.

[Teylor Bremekamp @InvestorKamp]

@bznotes Shes a boss

[Teylor Bremekamp @InvestorKamp]

@w34r4m45k @wintonARK Where is this article from? Very interesting

[Teylor Bremekamp @InvestorKamp]

@Jason @kanyewest WW3 is happening and Jcal like have you seen this thing on Kanye??