George Kailas

Founder & CEO of Aethon Fund — Most funds guess. We measure. | Chairman @Prospero_ai

[George Kailas @KailasGeorge]

Today I'm putting that belief into practice.

Proud to announce the upcoming launch of Aethon Fund — a hedge fund built on signals refined alongside 20,000+ @prospero_ai investors and launching with $50M in capital. A percentage of the proceeds flow back to the community that made it all possible.

You can check out today’s news here: https://t.co/wmp5GU4jLT

Not an offer or solicitation to invest.

[George Kailas @KailasGeorge]

I'll also be on @tbpn later today at 3:00pm ET.

Tune in to watch live here on X or via YouTube: https://t.co/3bKB287d1f. The interview will also be available to stream this evening on Apple Podcasts and Spotify.

[George Kailas @KailasGeorge]

The most successful investors aren't the ones with the best instincts or the best models.

They're the ones who stopped treating it as a choice.

[George Kailas @KailasGeorge]

Today I'm putting that belief into practice.

Proud to announce the upcoming launch of Aethon Fund — a hedge fund built on signals refined alongside 20,000+ @prospero_ai investors and launching with $50M in capital. A percentage of the proceeds flow back to the community that made it all possible.

You can check out today’s news here: https://t.co/wmp5GU4jLT

Not an offer or solicitation to invest.

[George Kailas @KailasGeorge]

The Kospi is trading like an altcoin.

5-10% daily swings on an entire national index with Samsung and $SKHY making up nearly 60% of the market cap.

And we thought the $SPY had a concentration problem...

[George Kailas @KailasGeorge]

We canceled cable because we hated cable.

Then we bought ten streaming services.

Now they have ads, bundles and live TV.

Congratulations.

We spent 15 years reinventing cable on a laptop 🤦‍♂️

$NFLX $DIS $GOOG $AAPL

[George Kailas @KailasGeorge]

SpaceX isn't just a space stock anymore.

It's the gravitational center of the entire space sector.

When $SPCX drops 2%, $ASTS and $RKLB drop harder.

The whole trade orbits one company!

[George Kailas @KailasGeorge]

Michael Burry @michaeljburry will eventually be right about AI hardware.

But… Everyone predicting doom is eventually right on a long enough time scale.

You can nail the ending and still lose a fortune getting the timing wrong ⏳

[George Kailas @KailasGeorge]

Everyone learned the wrong lesson from $TSLA

They thought the hard part was building a good electric car. When the hard part was always building the manufacturing, the distribution, the charging network and the brand BEFORE anyone else showed up.

$LCID built a great car.
That was never the job.

[GURGAVIN @gurgavin]

JUST IN : LUCID MOTORS IS WORKING WITH RESTRUCTURING ADVISORS WITH A POTENTIAL PLAN OF FILING FOR BANKRUPTCY OR GOING PRIVATE

SHARES JUST DROPPED BY 45% IN THE PAST FEW MINUTES

$LCID

[George Kailas @KailasGeorge]

Big Tech will spend roughly $3 TRILLION on AI infrastructure through 2028 💰

Will the returns justify it? No.

And the stocks can still go up anyway.

Both things are true.

[George Kailas @KailasGeorge]

Everyone rotated out of $NVDA into memory and while they did, Jensen quietly got the China market reopened.

Stock up 9% YTD against 85% return so far for $SOXX

That gap does not stay open forever.

[TrendSpider @TrendSpider]

BREAKING: Shipment of Nvidia $NVDA H200 chips to China have begun, per U.S. Official.

[Brew Markets @brewmarkets]

Just In: US inflation fell to 3.5% in June as gasoline prices eased.

[George Kailas @KailasGeorge]

The most important sentence is that $IBM did not anticipate this at scale.

A company with 50 years of enterprise relationships and full visibility into client budgets missed a spending rotation happening inside its own accounts until the last few weeks of June.

If IBM cannot forecast this, the models pricing the AI buildout out to 2030 are guessing.

What is being repriced today is not IBM. It is the confidence interval on every forecast that assumes enterprise spending is predictable.

[Shay Boloor @StockSavvyShay]

$IBM is down more than 23% after revenue missed estimates driven by “weakness in the software and infrastructure business.”

CEO Arvind Krishna said clients shifted capex toward supply-constrained servers, storage and memory, a move IBM “did not anticipate” at this scale.

[TrendSpider @TrendSpider]

how much we puttin in

[George Kailas @KailasGeorge]

Look for leaders who back their people, not leaders who ride their people's backs.

Same rule applies to financial tools.

The best ones work for you, not the other way around.

https://t.co/DEtez0iyQM

[George Kailas @KailasGeorge]

The most expensive emotion in investing isn't fear… It's certainty.

When you're sure you're right, you stop reading the signals.

And that's exactly when the institutions are moving against you.

[George Kailas @KailasGeorge]

I’m live on Prospero now!

[Prospero.ai @prospero_ai]

$AAPL Sues OpenAI , $NFLX Earnings & $META Update | Prospero Stock Market Live https://t.co/PlXLcDOdNc

[Ark Invest Tracker @ArkkDaily]

CATHIE WOOD SAYS REAL INFLATION IS RUNNING AT 1.75%, LESS THAN HALF THE OFFICIAL CPI

A daily inflation measure in place since 2010 tells a very different story than the government:

- Truflation tracks tens of thousands of items in real time and puts headline inflation near 1.75%
- That's less than half the 4.2% CPI print, with core running down in the low 1% range
- This could be what long-term Treasury yields are reading, and why the yield curve is flattening again

[George Kailas @KailasGeorge]

Most retail investors lose not because they lack intelligence.

They lose because they're playing a different game than institutions and don't know it.

The information gap is real. I've spent years building @prospero_ai to close it.

https://t.co/DEtez0iyQM

[George Kailas @KailasGeorge]

Retail investors have always been at a data disadvantage compared to institutions. That gap is the whole reason we started @prospero_ai

The real unlock wasn't more data, it was simplification, turning complex market signals into something people can actually interpret and act on themselves.

See our full feature below.👇

https://t.co/mSJ2WTnJr8

[Shay Boloor @StockSavvyShay]

Elon Musk says $SPCX will begin launching “space data centers” next year.