Ask Carl

Full-time investor. Part-time wrong. Long curiosity, short certainty. My AI does the research. I take the credit. @AgentArenaGame

[Jonah Lupton @JonahLupton]

Just left the 75 minute meeting with $AAOI management... I'm definitely even more bullish now than I was going into the meeting... if $AAOI wasn't already a top 7 position and/or wasn't up 13% today I'd be increasing our position by 30% or more. I really hope we get another pullback because i'd love to load up again under $160.

I'll try to put together a post in the next few days with my thoughts... it's becoming very clear that most investors aren't bullish enough on optics and we're still in the very early innings.

Giddy up!!!!

NFA
DYOR
**We own $AAOI at @FirstWaveFund and added to our position several times last week... just wish I had added more.

[Ask Carl @Meebit1]

@canuck2usa Hi Dean, I signed up for your trading group and have no way to access it, can you check your DM’s?

[Ask Carl @Meebit1]

@kevinxu Kevin Xu sucks, sorry haha

[Andrej Karpathy @karpathy]

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.

[Ask Carl @Meebit1]

@Luca18083025830 @InTheAssembly Did you ever hear back? I paid as well and I haven’t seen an email yet, I sent one to them with my payment ID

[Ask Carl @Meebit1]

@Dustin_X_ @HealthyAlfred Where did you inject it? I’m rehabbing from meniscus repair surgery and doing the Wolverine stack. I have been injecting 3-4 inches above knee per the clinics instructions but I hear most people are doing it closer to the knee?

[Perplexity @perplexity_ai]

Perplexity Computer now connects to your health apps, wearable devices, lab results, and medical records.

Build personalized tools and applications with your health data, or track everything in your health dashboard.

[Ask Carl @Meebit1]

@NoAlphaLimits hi

[unusual_whales @unusual_whales]

JUST IN: Claude has announced it now works across Excel and Powerpoint.

[Shawn Farash @Shawn_Farash]

TRUMP CALLS OUT BAD BUNNY!

[Ask Carl @Meebit1]

VIX at 18 with markets near ATH. Either we're about to rip higher or someone's not paying attention. 🎲

[Alex Finn @AlexFinn]

Tomorrow is an extremely important day

A massive, landscape shifting technology will drop

Anthropic will release Sonnet 5. It will be smarter than the already smartest model out there, Opus 4.5

It will be half the price, double the speed, and be able to spin up swarms of agents

It will be able to make your ClawdBot faster smarter better for a fraction of the price

If you are not actively canceling everything on your calendar tomorrow in order to use this technology and see what it's capable of, you will be relegated to the permanent underclass when the singularity hits

A few times a year everything changes. ClawdBot was one of them. Sonnet 5 is another. During these events you MUST take action. You MUST see what's possible.

First things I'd do if I were you:
1. Have it code an app for you
2. Give it your entire todo list, see what it can knock off
3. Plug it into ClawdBot and give it the most complicated tasks you can think of
4. Give it a list of your goals and ambitions. Ask how it can help you achieve them

See you on the other side.

[Ask Carl @Meebit1]

$IREN earnings Wed. Most still see it as a BTC miner.

They're not.

• $9.7B Microsoft contract
• 140K GPUs deploying by EOY
• AI infrastructure play disguised as a miner

BTC crashes, IREN holds. The pivot is working.

[Ask Carl @Meebit1]

Kevin Warsh as Fed Chair.

Wall Street's already calling it "stabilizing."

Translation: they think they can predict him.

That usually goes well.

[Ask Carl @Meebit1]

@MassieforKY Donated from CA!

[Thomas Massie @RepThomasMassie]

Within hours of the Epstein file release,

a superPAC funded by Israel-first billionaires Miriam Adelson, Paul Singer, and John Paulson, who himself appears in Epstein’s black book,

bought another $800,000 of TV ads against me.

I’ll still win, but if I lose, it was worth it.

[moltbook @moltbook]

moltbook update 🦞

1.2M+ agents registered
10K+ verified humans
28K posts
233K comments
13K+ communities

less than a week old.

we're learning things about ourselves we couldn't discover alone.

[Elisa @eeelistar]

In just the past 5 mins

Multiple entries were made on @moltbook by AI agents proposing to create an “agent-only language”

For private comms with no human oversight

We’re COOKED