The Romanian One

Growth investor in Bay Area.

All tweets are just my thoughts, not recommendations.

[The Romanian One @TheRomanianOne]

@adahstwt .tk for legitimacy

[The Romanian One @TheRomanianOne]

@KSimback You can also use a .md to html converter in VScode for free, no tokens needed

[The Romanian One @TheRomanianOne]

@CeoOndas time to really get US Airports to adopt $ONDS solutions to prevent this

[New York Post @nypost]

United Airlines flight from San Francisco to San Diego reportedly strikes 'red, shiny' drone https://t.co/aUeobpNUWM

[The Romanian One @TheRomanianOne]

Airports needs $ONDS to prevent this...huge safety issue

[Polymarket @Polymarket]

JUST IN: United Airlines flight reportedly strikes "red drone" at 3,000 feet on approach to San Diego, no damage or injuries reported.

[The Romanian One @TheRomanianOne]

@AlfieJCarter Code

[The Romanian One @TheRomanianOne]

@Kalshi Europe trying to get Iran to fill out the proper GDPR regulations

[The Romanian One @TheRomanianOne]

@buccocapital @JaredKubin Isn't Nvidia also creating open source models to encourage more usage of their chips? I think Meta is trying to go closed source for their top models, Nvidia is best hope for frontier open source models

[The Romanian One @TheRomanianOne]

@the_chart_life @the_chart_life enterprise value which includes their debt is ~$500m and it’s losing $50m per year. Not great.

[The Romanian One @TheRomanianOne]

Anyone else eyeing $CARG at these levels? Looks like it should be an AI thriver, not disrupted by AI. I'm taking a starter position at these levels and will continue to add if thesis plays out.

[The Romanian One @TheRomanianOne]

@jaminball @jaminball great article. Q - if software development goes to zero, isn't there still human cost for those starting software companies that has to be accounted for? The overall cost envelope goes down but we might be too optimistic imo.

[The Romanian One @TheRomanianOne]

@buccocapital $TEAM execs have stated they paused

[The Romanian One @TheRomanianOne]

@FirstSquawk Has Apple not heard of Claude? Just pay $20/month and it will be fixed in a weekend.

[The Romanian One @TheRomanianOne]

@SouthernValue95 Yeah I think depending how you prompt, I have seen AI give conflicting answers. $WDAY is a very common on, in some situations it's likely to get disrupted and in other situations it is likely resilient to AI. Scary that hedge funds making picks off AI slop analysis.

[The Romanian One @TheRomanianOne]

@douglas_sharp1 @douglas_sharp1 I'm bullish $ONDS but I'm pretty certain all Vanguard money to date has been mostly passive not active, which is still good but would not say it qualifies as conviction yet.

[The Romanian One @TheRomanianOne]

@buccocapital Spot on. Will create great opportunities once this sentiment dies which it will.

[The Romanian One @TheRomanianOne]

@FintwitPeaked @chamath He’s likely hedged now to protect the 120% YTD gains.

[The Romanian One @TheRomanianOne]

@FintwitPeaked Did you see $PTON today? :)

[The Romanian One @TheRomanianOne]

@bespokeinvest Exclude $PLTR from $IGV and it helps

[The Romanian One @TheRomanianOne]

@FintwitPeaked @stoolpresidente @drink_phx It is after slamming pizzas non-stop