UpwardCap

Momentum chaser. Five year rolling investment horizon + absolute returns. Here for others perspectives and their memes.

[UpwardCap @UpwardCap]

@orrdavid With AI models being subsidized by vc raises and charging less to consumers due to competition, you are likely to see similar things happen in your favourite gpt app over time

[UpwardCap @UpwardCap]

@SowingAlphaSeed Does this refer to recent changes at a fund you are interested in?

Would you pull your capital if a fund changes from sp500 hurdle to no hurdle, and still maintains same performance fee structure

[Michael Saylor @saylor]

@jimcramer It’s just a flesh wound, Jim.

[UpwardCap @UpwardCap]

@orrdavid People got burned doing this with Jobs leaving Apple is probably the reason more people dont try this

[UpwardCap @UpwardCap]

@CatNyanpital @orrdavid But the flip side is things like this:

https://t.co/EZdFY6utot

[UnHedgedChatter @UnHedgedChatter]

Pretty, pretty good. $GOOG $GOOGL

[UpwardCap @UpwardCap]

@nachkari Mb

[UpwardCap @UpwardCap]

@nachkari Match made lol

[UpwardCap @UpwardCap]

@Abutheinvestor Already public if you know where to look

[UpwardCap @UpwardCap]

@anthonyrose @ankurnagpal Appreciate that detailed reply :)

[UpwardCap @UpwardCap]

@orrdavid @spillproofgrail Became a more popular mention by end of 2025 and by January as chamath was on pods discussing it as trade his best investment idea of 2026

https://t.co/d4E7xS0hEB

[Boring_Business @BoringBiz_]

Chamath's best trade idea for 2026 is not a stock. It is copper.

"We are still completely underestimating how short we are in terms of the global demand and supply dynamics of a handful of critical elements that we need.

The asset that is set up to go absolutely parabolic is copper. The reason is that it is, at least as it stands today, the most useful, cheap, and amenable conductive material that we have

That material manifests in everything from our data centers, to chips, to our weapon systems. It is just everywhere, everywhere, everywhere"

[UpwardCap @UpwardCap]

@nachkari You expecting that level of correction in her next 12months that it will be a generational buy?

[UpwardCap @UpwardCap]

@nft_tipster @orrdavid He's probably fine tuned most of the gpt responses to the way he likes it
But yeah probably smart to use both now and switch between the three best model of the day

[UpwardCap @UpwardCap]

@JapanDeepValue1 Price from first post in Dec at 2750 then down to 1870 then back up to 2750 today

What a ride

[UpwardCap @UpwardCap]

@OtterMarket @StockpickingA Looking back at this, good call on CDE w 3x
Note sure about GATO

[UpwardCap @UpwardCap]

@JamesJstuartb @nachkari @cap_zay The level of industrial destruction in IR is staggering.

What's the estimated time for recovery, 5+ years to get capacity again to rebuild both infrastructure and defence?

$2mm toll is a rounding error

& next two weeks they could be hit further

[UpwardCap @UpwardCap]

@orrdavid Can you expand on which type of tokens and where you see it going from here?

[UpwardCap @UpwardCap]

@gsm739 @DonMiami3 To get enriched material?

[UpwardCap @UpwardCap]

@vitruvian_plan @Gibdan1 @vcdgf555 @air_intel @WarshipCam @NavyLookout @seawaves_mag Here it is

https://t.co/cb05bv44hr

[Matt Tardio @angertab]

@TheIntelFrog That pod-looking thing attached to the top is a dry deck shelter, used to deploy/recover SEALs and other Special Operators while the sub is submerged.

The more you know.

[UpwardCap @UpwardCap]

@vitruvian_plan @Gibdan1 @vcdgf555 @air_intel @WarshipCam @NavyLookout @seawaves_mag Can you elaborate?