Prime Invests

Data Engineer managing a $20K+ US portfolio from India. Investing in AI, Crypto, and Robotics stocks.
Goal: $250K by 2027.
Views are Not Financial Advice.DYOR.

[Prime Invests @Prime_Invests]

People here are so short sighted that they forgot we are in an AI war with China and the US will have to keep spending on AI to keep their lead. The payoff will literally come once the scale is achieved. Stop looking at the bond yield, keep your eyes on AGI.

[Polymarket @Polymarket]

JUST IN: Leopold Aschenbrenner warns China could "take over the world" if they achieve AGI before the United States.

[Nikita Bier @nikitabier]

I recently got a dog and I quickly learned that a puppy needs to be taken out every hour to pee for up to 6 months. Otherwise, it won’t ever be trained.

I found a moisture sensor that sounds an alarm that could train the dog—but it was a tiny strip that didn’t cover much floor space.

So I asked AI to find the engineer who built it, it reached out to him, he shared his supplier in China and sent the original order documents, then the bot drafted the larger version along with a CAD model and it’s getting manufactured now.

Software problems are solved.

Atom [and dog] problems are next.

[Flood @ThinkingUSD]

Trading will be the single fastest growing industry over the rest of this decade. People feel like they are running out of options to change their financial situation.

[Prime Invests @Prime_Invests]

@grok @KrisPatel99 @grok how do you think pure B2B businesses get affected by this??

[Prime Invests @Prime_Invests]

@DoomDotOrg @KrisPatel99 😂

[Prime Invests @Prime_Invests]

Wow, so many!! Wonder how long it would take to solve the human aging...cant wait!!

[Nina Schick @NinaDSchick]

What AI has done so far:

MEDICINE

• Helped paralysed people speak again. (Brain implants turn intended speech into words, even recreating their own voice.)

• Helped a paralysed man stand and walk again. (A brain–spine interface let him control his legs by thinking.)

• Helped blind people read and understand the world around them. (Describing surroundings, reading labels and identifying objects through a phone camera.)

• Uncovered cancers doctors would otherwise have missed. (29% higher breast cancer detection in a major study.)

• Identified antibiotic candidates that kill drug-resistant bacteria. (Abaucin targeted a dangerous superbug in lab and animal tests.)

LEARNING

• Made personalised learning available on demand. (An ‘Einstein’ as your personal tutor whenever you want to learn.)

• Helped students learn twice as much in less time. (A custom AI tutor outperformed an active-learning Harvard physics class.)

• Helped people write, code, design and build without years of specialist training.

SCIENTIFIC DISCOVERY

• Predicted the structures of over 200 million proteins. (Opening new paths to understanding disease and developing medicines.)

• Discovered planets hidden in telescope data. (Including Kepler-90i, the eighth planet in a distant solar system.)

• Recovered ancient writing buried by Vesuvius nearly 2,000 years ago. (Reading inside carbonised scrolls too fragile to unroll.)

• Begun unlocking how animals communicate. (Patterns in whale calls. Evidence that elephants use individual, name-like calls.)

• Produced a proposed solution to one of mathematics’ hardest problems. (Navier–Stokes: 10,000 AI agents, 88 hours, according to OpenAI.)

ENVIRONMENT

• Predicted where a hurricane would strike nine days before landfall. (GraphCast forecast Hurricane Lee’s Nova Scotia landfall about three days ahead of conventional forecasts.)

• Engineered enzymes that break down plastic in hours rather than centuries.

• Detected wildfires before the first emergency call. (Spotting smoke and alerting firefighters earlier.)

• Slashed the weedkiller farmers need by targeting weeds individually. (35% less herbicide in sugarcane trials, with nearly the same weed control.)

ENERGY

• Advanced the science of clean fusion energy. (Controlling and shaping superheated plasma inside an experimental fusion machine.)

• Driven a generational wave of investment in carbon-free energy, from nuclear power to solar and wind. (Microsoft’s Brookfield deal alone targets over 10.5 GW of new renewable capacity by 2030.)

TRANSPORT

• Delivered dramatically safer driverless journeys. (Waymo: 81% fewer injury crashes per mile than human drivers in the areas studied.)

• Given people who cannot drive a new way to travel independently. (Including blind passengers and older people who cannot drive.)

JOBS AND GROWTH

• Fuelled an investment boom. (AI-related investment categories accounted for an estimated 37% of U.S. growth in the first nine months of 2025.)

• Driven demand for the skilled trades building AI infrastructure. (Electricians, welders, construction crews and cooling specialists.)

WHAT AI HAS NOT DONE

• Replaced all the radiologists. Guess what? We still need more of them.

• Used a community’s water. Golf courses use more. (U.S. golf irrigation: roughly 550bn gallons in 2020. Data centres’ direct consumption: 17bn in 2023. Microsoft’s next-generation designs consume zero water for cooling.)

• Raised everyone’s household electricity bills. (Oregon’s PGE: residential bills cut 1.3% after shifting costs to data centres. Indiana’s I&M: proposed household savings of roughly $100 a year, supported by large-customer growth.)

• Demonstrated that it wants to kill us all.

[Nina Schick @NinaDSchick]

What AI has done so far:

MEDICINE

• Helped paralysed people speak again. (Brain implants turn intended speech into words, even recreating their own voice.)

• Helped a paralysed man stand and walk again. (A brain–spine interface let him control his legs by thinking.)

• Helped blind people read and understand the world around them. (Describing surroundings, reading labels and identifying objects through a phone camera.)

• Uncovered cancers doctors would otherwise have missed. (29% higher breast cancer detection in a major study.)

• Identified antibiotic candidates that kill drug-resistant bacteria. (Abaucin targeted a dangerous superbug in lab and animal tests.)

LEARNING

• Made personalised learning available on demand. (An ‘Einstein’ as your personal tutor whenever you want to learn.)

• Helped students learn twice as much in less time. (A custom AI tutor outperformed an active-learning Harvard physics class.)

• Helped people write, code, design and build without years of specialist training.

SCIENTIFIC DISCOVERY

• Predicted the structures of over 200 million proteins. (Opening new paths to understanding disease and developing medicines.)

• Discovered planets hidden in telescope data. (Including Kepler-90i, the eighth planet in a distant solar system.)

• Recovered ancient writing buried by Vesuvius nearly 2,000 years ago. (Reading inside carbonised scrolls too fragile to unroll.)

• Begun unlocking how animals communicate. (Patterns in whale calls. Evidence that elephants use individual, name-like calls.)

• Produced a proposed solution to one of mathematics’ hardest problems. (Navier–Stokes: 10,000 AI agents, 88 hours, according to OpenAI.)

ENVIRONMENT

• Predicted where a hurricane would strike nine days before landfall. (GraphCast forecast Hurricane Lee’s Nova Scotia landfall about three days ahead of conventional forecasts.)

• Engineered enzymes that break down plastic in hours rather than centuries.

• Detected wildfires before the first emergency call. (Spotting smoke and alerting firefighters earlier.)

• Slashed the weedkiller farmers need by targeting weeds individually. (35% less herbicide in sugarcane trials, with nearly the same weed control.)

ENERGY

• Advanced the science of clean fusion energy. (Controlling and shaping superheated plasma inside an experimental fusion machine.)

• Driven a generational wave of investment in carbon-free energy, from nuclear power to solar and wind. (Microsoft’s Brookfield deal alone targets over 10.5 GW of new renewable capacity by 2030.)

TRANSPORT

• Delivered dramatically safer driverless journeys. (Waymo: 81% fewer injury crashes per mile than human drivers in the areas studied.)

• Given people who cannot drive a new way to travel independently. (Including blind passengers and older people who cannot drive.)

JOBS AND GROWTH

• Fuelled an investment boom. (AI-related investment categories accounted for an estimated 37% of U.S. growth in the first nine months of 2025.)

• Driven demand for the skilled trades building AI infrastructure. (Electricians, welders, construction crews and cooling specialists.)

WHAT AI HAS NOT DONE

• Replaced all the radiologists. Guess what? We still need more of them.

• Used a community’s water. Golf courses use more. (U.S. golf irrigation: roughly 550bn gallons in 2020. Data centres’ direct consumption: 17bn in 2023. Microsoft’s next-generation designs consume zero water for cooling.)

• Raised everyone’s household electricity bills. (Oregon’s PGE: residential bills cut 1.3% after shifting costs to data centres. Indiana’s I&M: proposed household savings of roughly $100 a year, supported by large-customer growth.)

• Demonstrated that it wants to kill us all.

[Prime Invests @Prime_Invests]

@StonkChris Yeah, add $NVDA too.

[Prime Invests @Prime_Invests]

@PolymarketMoney I think rate hikes were fo just get over with a mental barrier. It could be used as an excuse/tool to maybe tame other types of inflation even if energy cannot be. This would allow him to start cutting directly once the war gets over probably.

[SandemanStocks @Sandeman52]

AI is not the problem…but I know what is.

Let’s start a movement.

Fight them with their own bullshit.

[Prime Invests @Prime_Invests]

Dear Anthropic,

I hope you indefinitely postpone your IPO for good. Please stay private there is already enough macro issues going on right now. We cannot have any more liquidity issues in the market. Please try again in 2030, that is, if you are still alive.

Thank you for your attention to this matter.

[Prime Invests @Prime_Invests]

Dear Anthropic,

I hope you indefinitely postpone your IPO for good. Please stay private there is already enough macro issues going on right now. We cannot have any more liquidity issues in the market. Please try again in 2030, that is, if you are still alive.

Thank you for your attention to this matter.

[Wall St Engine @wallstengine]

Fed Warsh says the 10-year Treasury yield is rising for 3 reasons:

1) Stronger economic growth
2) A real capex surge creating competition for capital
3) Geopolitical risk

He called the 10-year “the most important asset price in the world.”

[James E. Thorne @DrJStrategy]

Next time Warsh mentions the 2% target.

Realize it was an arbitrary number picked by Bernanke.

There is nothing magical about the 2% number representing price stability.

Have a nice day.

[Prime Invests @Prime_Invests]

@wallstengine @grok what does it mean? 😅

[Prime Invests @Prime_Invests]

@ZhuGuoji84850 @StockSavvyShay @grok Its probably sarcasm/meme

[Prime Invests @Prime_Invests]

@Spybef0rey0ubuy Revenue is not increasing anymore, its decreasing...and stock is probably still not cheap on earnings...

[Prime Invests @Prime_Invests]

@YodaStockInvest True...realized that quite late myself. I was at >80 stocks at one point in time. I cut most of them and now I'm at 34. Feels better than earlier honestly. Spreading across more than 35&40 doesnt make sense unless one is managing a multimillion dollar portfolio.

[Prime Invests @Prime_Invests]

@Rikards123 @LateNightDD Hmmm...

[Prime Invests @Prime_Invests]

POV:
- Company sits in hyperscaler spending path
- Product sits in AI power bottleneck
- Product is critical to the buildout
- 2 Hyperscaler contracts already secured
- Yet they cut guidance for the current year from $3B to $2.4B.
- Shows that management is incompetent and unable to execute.

Had to swallow my ego and accept the results. 🥲

Will revisit $FLNC in 2027 and see if its fundamentals improve then.