Amitabh

Undying Curiosity

[Amitabh @amitabh]

@StephGuildNYC Does this mean we get direct indexing eventually with managed investments ?

[Amitabh @amitabh]

Gpt 5.5 is overall great for execution. But at times it's frustrating that the model just gives up and calls it a dead end. But it's the same issue with Opus and Gemini pro.

[Amitabh @amitabh]

First it was OpenAI running the last prompt even if you hit rate limits and now this small UX live edit summary. Open AI codex shows some serious attention to detail. 10/10 UX.

[Amitabh @amitabh]

Invesco does over $1b in investment management fees per quarter. 100m for $hood doesn't seem unreasonable.

[Amitabh @amitabh]

$RVI is doing so well.. do we eventually see $hood managed index ETFs? At scale can it be a new $100m business line?

[Patrick J. Auld @PatrickAuld]

I'm paying for Claude, Cursor, and GPT. I'm not maxing all of them at the same time.

But last week I hit my Claude limit mid-migration and just... waited.

So I built a market for that. SecondTokens is now in private beta. 🧵

[Amitabh @amitabh]

@vijaythirumalai $RDDT, $AMZN, $HOOD for mega caps. I think they still have room to run.

Not for 2026 but I think $VG does well by 2028/2030 but it's worth stacking at this price.

[Amitabh @amitabh]

@adamwathan Time to update the license.

[Amitabh @amitabh]

@buccocapital Don't think this needs LLMs. Pixel phones run small models on TPUs on phone. Features like Add me, call screen all use these models.

Apple would eventually catch up on these small models.

[Amitabh @amitabh]

@buccocapital Pixel phones already support this.
https://t.co/foZRS4X1Ie

[Amitabh @amitabh]

@RobinhoodApp Can you trick me to move me up on the credit card list? Still waiting for an invite.

[Amitabh @amitabh]

@jrichlive Shouldn't the fair comparison be between Robinhood Strategies and Wealthfront?

[Amitabh @amitabh]

@vladtenev @Strategy Can we have an opt in for crypto ETFs?

[Amitabh @amitabh]

@Leo_Traydes Just been a few weeks using it. But seems a little lacking as compared to Wealthfront

Good:
Individual stocks + ETFs
Doesn't shy away from high momentum stocks like PLTR

Can improve:
No crypto exposure even through ETFs

I was expecting more.

[Amitabh @amitabh]

@StefanTMD @Leo_Traydes One of many reasons why Schwab sucks.

https://t.co/Qnvin4vlTw

[Say No To Trading @SayNoToTrading]

Schwab $SCHW is so shady with your cash!

First, they don't have an automatic cash sweep, so you need to buy their money market fund $SWVXX to get a 4% yield. If not, you get 0.15%.

Problem is, that's a mutual fund. Meaning, overnight settlement. You can't sell it and use funds to buy something else same day.

As a superior alternative, BlackRock $BLK offers iShares Prime Money Market ETF $PMMF. It has higher yield than $SWVXX and since it's an ETF, instant availability of funds when sold.

What does Schwab do? They block you from buying it!

[Amitabh @amitabh]

@Micro2Macr0 Better than Ark venture index fund if they allow individual investments rather than whole bucket.

Ark solved liquidity by adding public companies.. not sure how they will provide liquidity here.

[Amitabh @amitabh]

@niks_1985 BTC Lotto most def. Can 10x if the trend holds. Buy the BTC ETF like ibit, arkb

[Amitabh @amitabh]

@RobinhoodApp Private equity investments!

[Amitabh @amitabh]

@Rrodolfo32 I understand some of this is also to prevent downside. Individual stocks investment is a big deal but they are again limited to large or mid caps. $hood should be able to generate alpha from small caps.

[Amitabh @amitabh]

@Rrodolfo32 No allocation to crypto, metals etc. The singular defining feature should be generating alpha for retail where they lack access. However it's just limited to stocks. Even with stocks why can't they use Leaps where possible?