Stan DrunkenMiller

Equities.

[Stan DrunkenMiller @eequityresearch]

@mattsgarman @amazon not surprised the infrastructure company wants more total volume of compute which will most benefit from cheaper llm token charges

[Stan DrunkenMiller @eequityresearch]

@rileycollins__ cava?

[Stan DrunkenMiller @eequityresearch]

@MPelletierCIO ROIC forward return opportunity. no such thing in bonds. read a book

[Stan DrunkenMiller @eequityresearch]

@NoLimitGains they should just buy back shares aggressively and stop spending trying to compete david and goliath style. Uber biggest mistake was not lunging on “Staying human.” when they realized they couldn’t keep up. villainize the incoming giants and maybe they’d have done well

[Stan DrunkenMiller @eequityresearch]

@PodcastAlphaX @BillAckman L take

[Stan DrunkenMiller @eequityresearch]

@karpathy exactly how i’ve been using them

[Stan DrunkenMiller @eequityresearch]

@newtonbusdriver Jon Jones

[Stan DrunkenMiller @eequityresearch]

@rvc330 how have u guys not heard of the burner verse 😂

[Stan DrunkenMiller @eequityresearch]

@rBillSimmonsPod Larry Fitz

[Finding Compounders @F_Compounders]

Kanbrick’s reading list

( This is also rumored to be the reading list for Berkshire Interns )

[Stan DrunkenMiller @eequityresearch]

@CKCapitalxx honest reporting has to include the crypto volume drop

[Carl Jung Archive @QuoteJung]

he already knew

[Stan DrunkenMiller @eequityresearch]

@ChrisCamillo what went wrong

[Stan DrunkenMiller @eequityresearch]

@Jason Frodo & The Shire

[Stan DrunkenMiller @eequityresearch]

@bubbleboi dawg what 💀

[Stan DrunkenMiller @eequityresearch]

@GoshawkTrades can you link it?

[Stan DrunkenMiller @eequityresearch]

@loraclexyz they aren’t worth a tril but i think so long as they stay close to #1 they will do fine with time but maybe should be worth $250B ish chat and $300B ish anthropic

[Sam Altman @sama]

a few months ago robinhood sent me a gold credit card with extremely high-quality details.

i thought it was a ridiculous marketing stunt at the time but now it’s an example i give when talking about great design.

[Stan DrunkenMiller @eequityresearch]

@chooserich amazing news bro!!

[Stan DrunkenMiller @eequityresearch]

@Fsl_X just wait till earnings szn boys !!

[Stan DrunkenMiller @eequityresearch]

@Fsl_X frick.