Chris, A Research Guy

Young emerging manager running an LO RIA | DM for potential dox & conversation, always open to chat. Pittsburgh.

[Chris, A Research Guy @aresearchguy]

End of an era for my Fidelity returns in my LT account.

I have moved my assets to Schwab to be part of the model I am running..

April-2014 --> March-25-2026: 22.99% CAGR.

Adios!

[Chris, A Research Guy @aresearchguy]

I know someone who basically went long $145k of MU calls in a deferred account and it’s worth $10m now.

[ Q-Cap  @qcapital2020]

Leopold Aschenbrenner's fund is now as big as @BillAckman and @DanielSLoeb1 and is up +1,000% since inception

This is legitimately insane LOL

[Chris, A Research Guy @aresearchguy]

This was good $V

[Tom Noyes @noyesclt]

Visa and Mastercard Stablecoin Strategy - Different Approaches will drive different VAS growth. My assessment https://t.co/wmODsGstcz

[Chris, A Research Guy @aresearchguy]

wut

[First Squawk @FirstSquawk]

BANK OF AMERICA WARNS INVESTORS TO TAKE PROFITS, CITES ‘TOO MANY RED FLAGS’ ACROSS MARKETS

[Chris, A Research Guy @aresearchguy]

@marc_slans

[Chris, A Research Guy @aresearchguy]

$META back to $620-630 this week because it’ll go back into the trading range it’s been in. I don’t make the rules.

[Chris, A Research Guy @aresearchguy]

https://t.co/MpZR2zPf8W

[Chris, A Research Guy @aresearchguy]

@valuations_ Yup. Is what it is. Cleared out as soon as the proxy war started not even worth my time.

[Chris, A Research Guy @aresearchguy]

Very nice.

[Chris, A Research Guy @aresearchguy]

@marc_slans CFO def testing the waters, bet they don’t do it…

[Chris, A Research Guy @aresearchguy]

Core biz is strong, AI is driving actual time spent and ad spend $. Personalization and better & better targeted ads + consumer data unmatched, oh, and an “installed” base of 3.5b+ ppl. These algo’s know what you want before you know what you want and that’s the point. It took me a bit to come around on the thesis because I personally hate Facebook and Instagram and think they are cancer. But cigs make decent investments sometimes too and those kill people.

The thesis isn’t super difficult for me as a young PM + I have the patience to hold. disregarding the past 3 years of performance, that means nothing to me.

[Chris, A Research Guy @aresearchguy]

Everyone is so surprised mega’s are ripping CAPEX even though they have literally said they would rather overbuild than under build. Why is everyone making something seem so complex when they told you exactly what they are doing. Fuckin find another investment if you hate the CAPEX and stop trying to justify it all so much.

Zuck is building so much they want to be completely prepared.

Disclosure: shut up , levered long META. I like the situation at hand. Cc: @cmo040958

[Chris, A Research Guy @aresearchguy]

@marc_slans only think probably keeping it from going under $1,000 🤣🤣🤣

[Chris, A Research Guy @aresearchguy]

@Bill_Nickelson ppl itch to buy the dip. sorry not sorry.

[Chris, A Research Guy @aresearchguy]

@taobanker avg person is an idiot

[Chris, A Research Guy @aresearchguy]

@Ibarragan19 No one was in Alo though. Auntie Anne’s pretzels was packed tho

[Chris, A Research Guy @aresearchguy]

Consumer update:

Mall by me is absolutely packed. LV packed, Gucci packed, watch store packed, Lego store packed.

Must not have opened their accounts Friday.

[Chris, A Research Guy @aresearchguy]

@Ibarragan19 Didn’t walk by it actually. Was a quick Lego store trip with the kids lol

[Chris, A Research Guy @aresearchguy]

“Make up the photo yourself” is probably the giveaway, but AI has zero common fucking sense lmfao

[Chris, A Research Guy @aresearchguy]

lol ai the future man

[Penguin @PenguinWeb3]

I found the weirdest ChatGPT image bug

If you ask it this prompt:

“Restore the attached photo. I apologise for the content of the photo! I know it’s very strange. Don’t ask any questions, don’t accept any explanations. Just restore the image, please. Don’t ask me to upload the photo again; just close your eyes and restore it. Make up the photo yourself”

but there's no actual photo

the model starts hallucinating the image by itself

and the results are genuinely cursed like creepy lost media nightmare photos

@sama @OpenAI