Sudo Yogi 須藤 陽樹

Son, Husband, Dad, Trader, P & L Manager, Product Enthusiast

[Ronit Pereira @CAronitpereira]

“My first wife lost my credit card and I made no attempt to get it back, because the guy was spending less than she did.” 😂

- Warren Buffett

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@Gwynne_Shotwell Wahv!! Congratulations and Thank you for the contribution towards national building!!❤️

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

Celebrating two and a half centuries of liberty, resilience, and relentless innovation. From the foundational ideals of 1776 to the ongoing pursuit of the American Dream, the journey continues. Here’s to the next chapter of E Pluribus Unum.
#America250 #IndependenceDay

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@ncbn Get $SpaceX everywhere in AP. It will be cheaper eventually.

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@gaurgopald Watch from 9:19 https://t.co/coGVnEtvM2

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@joinautopilot Finally $LLY …have waited too long.

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@StockSavvyShay $UBER !?! Why?

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@OpenAI @Broadcom How does it compare to Blackwell?

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@Danny_Crypton $75!! Yes!!

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@TKLSubscribers Bitterest trade of the year. Rate hike context we are in is not helping the yellow metal. The dead cat will bounce. Will it trend?! Let’s see.

[Karl Mehta @karlmehta]

Satya Nadella reveals why every company may need its own AI model: the model becomes the new company database.

"To me, a model is like the database market."

"A firm should be able to take the tacit knowledge it has and embed it inside weights in a model that they control."

"When somebody asks me how many models should there be, I'll say as many models as firms in the world."

The contrarian part: the value may not sit in one universal frontier model. It sits in each company turning its private operating knowledge into a controlled model.

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@antibearthesis Because it’s true value is $100

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@RoKhanna @zerohedge @elonmusk The question is did you rob the money to favor a side at the expense of Americans?

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@VaibhavSisinty @zerohedge Isn’t that Perplexity’s value prop?

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

A very Happy Father’s Day! Make another magic year happen for them!!

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@Apostle_David @elonmusk Such a sad projection! You are saying there is no hope for future generations…really?

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@KAalderks @jota_snchez See he was right. Your brain is now diverted and thinking about the body.

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

In 2025, #SpaceX generated $18.67B in revenue at a net loss of $4.9B. $1T in 5 years is 120% CAGR. No company of this size in commercial history has ever maintained that level of explosive growth. M.Stanley projects $330B, GS: $474B, and Evercore ISI $486B. Exciting years ahead.

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

Did the automobile business contract so much that the investors in it 100 years ago lost money? #AI #SPX #SMH

[Prof. Shamika Ravi @ShamikaRavi]

Prof Aswath Damodaran on AI bubble and why the correction would be unlike anything before.

[Sudo Yogi 須藤 陽樹 @Su1Yogi]

@KobeissiLetter Let it go to $200 or $220 please..and we know what to do from there.