yogesh

Investor & entrepreneur nurturing businesses, generating growth & returns through smart investments & calculated risks.

[yogesh @COMPOUNDINGYOGY]

"Bro went from stopping global ransomware attacks at Palo Alto Networks to doing math calculations on PM Modi's calendar milestones like it's his final exam. 😭"

[Nikesh Arora @nikesharora]

Congratulating Prime Minister @narendramodi on becoming India's longest-serving elected Prime Minister — 4,399 days of leadership earned through the trust of 1.4 billion people across three democratic mandates. From lifting 250 million out of poverty to making India the world's fastest-growing major economy, PM Modi's tenure has been nothing short of transformational. Look forward to a continued US-India partnership.

[Elon Musk @elonmusk]

@buccocapital Amazon won’t be able to tell whether the buyer is a human or an AI acting on their behalf if access is via the user’s IP address & cookies

[tobi lutke @tobi]

App just launched in Canada now

https://t.co/wjzbjQYGfN

[Zach @alphanopoly]

Lemonade just cleared 100k Instagram followers

Progressive has 119k and State Farm has 139k

[yogesh @COMPOUNDINGYOGY]

🤯🤯 $CRWV

[yogesh @COMPOUNDINGYOGY]

Amazon is investing more than CAD $78 million in pay increases for Canadian operations employees, raising the average hourly base wage by 4% to $26.27 effective September 27, 2026. $AMZN

[yogesh @COMPOUNDINGYOGY]

@BillAckman Indeed

[yogesh @COMPOUNDINGYOGY]

Mark zuckerberg @finkd just exposed a bunch of hypocrites who were calling upon everyone to slow down. Whereas the security, safety and guardrails of the models they are developing is in their own hands. Well done Mark 👏👏

[Mark Zuckerberg @finkd]

Last month I wrote about how we can build a positive and safe future for everyone: https://t.co/eoLGVY8yad

Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens.

The reality is:

- People won't want to use agents that are misaligned with them and that don't do what they ask, so labs have a strong natural incentive to make their models more aligned.

There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab that doesn't focus on alignment will fall behind.

- Labs face significant liability if their models cause harm, so they have a strong incentive to prevent this as well.

Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built.

- Engaging independent evaluators and advisors is industry best practice. MSL already does this today in several areas because it helps produce better work. Other labs can just do this too. In general, it would be helpful for there to be a larger and more diverse ecosystem of evaluators.

- Committing the significant majority of compute towards serving people rather than racing towards recursive self-improvement is one of the best ways to ensure we develop this technology safely. Meta has made this commitment and other labs can do this as well.

I believe the key to building a positive future for everyone is maintaining the right balance of power. This is within our power to do.

[Mark Zuckerberg @finkd]

Last month I wrote about how we can build a positive and safe future for everyone: https://t.co/eoLGVY8yad

Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens.

The reality is:

- People won't want to use agents that are misaligned with them and that don't do what they ask, so labs have a strong natural incentive to make their models more aligned.

There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab that doesn't focus on alignment will fall behind.

- Labs face significant liability if their models cause harm, so they have a strong incentive to prevent this as well.

Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built.

- Engaging independent evaluators and advisors is industry best practice. MSL already does this today in several areas because it helps produce better work. Other labs can just do this too. In general, it would be helpful for there to be a larger and more diverse ecosystem of evaluators.

- Committing the significant majority of compute towards serving people rather than racing towards recursive self-improvement is one of the best ways to ensure we develop this technology safely. Meta has made this commitment and other labs can do this as well.

I believe the key to building a positive future for everyone is maintaining the right balance of power. This is within our power to do.

[yogesh @COMPOUNDINGYOGY]

Is Fed going to raise rates today?

[yogesh @COMPOUNDINGYOGY]

@Lifeinvestmoney Maths

[yogesh @COMPOUNDINGYOGY]

I am tired of this nonsense where people say "if you had $10 million and you had to go all in on one stock, which would that be?"
I mean no idiot you just put that $10 million in a 5% treasury
& make $500,000 per year without any risk. Stop the madness.

[yogesh @COMPOUNDINGYOGY]

Sold $CRWD around $190 because of valuation. It was trading at 35-40 times sales.
Instead bought $ZS around $115 range while it was trading at about 8 times sales.
Both very high quality growth stocks in cybersecurity where the tailwinds are.
One of them is good value i.e
$ZS

[yogesh @COMPOUNDINGYOGY]

@alc2022 @arnaudprophecy I am seeing $39.18 of stock price. Down 4.56% today

[Mark Carney @MarkJCarney]

The first-ever Canada Investment Summit kicks off today in Toronto. 

Some of the largest investors in the world are here for a reason: they see our strength, they share our ambition, and they want to build big with us.

[yogesh @COMPOUNDINGYOGY]

👏👏

[andrewdudum @AndrewDudum]

@Investinc_Intel Total refresh expected soon, fully rebuilt

[yogesh @COMPOUNDINGYOGY]

@TJTheWheelDeal I suppose. But for me it feels like i can trust them in order to sell covered calls regularly and keep lowering my avg.

[yogesh @COMPOUNDINGYOGY]

@crsanchezx Nice engagement bait. It is working but the logic does not make any sense. Duo is a ok phone. Not worth the price tag.

[yogesh @COMPOUNDINGYOGY]

Its a great sign for us shareholders. He is constantly showing faith in his own stock. I am very comfortable holding at these levels. I think we see a $20 Billion MC in few years which is a 8X from today. Will see.
$UPST

[Henry @HenryInvests]

🚨 Insider Buy: Upstart CEO Paul Gu @paulxgu today purchased 50,000 shares of $UPST at $25.55 for $1.27M 👀 💪

[yogesh @COMPOUNDINGYOGY]

@Jason But if you buy it, it will feel good