TGIF

Mathematician/Information Security researcher. You’ve used my algorithms. You just don’t know it.

[TGIF @gravitywellfund]

@MrAntiHero1 @darthmonk Years ago when I worked as a cashier, I would interchangeably use “miss” and “ma’am”. Customers were upset by both in about equal amounts, so I stopped a feeling a need to use one over the other.

[TGIF @gravitywellfund]

A $DUOL story in two parts:

[Investor in chaos and shortages @Toronto242M]

@gravitywellfund @mvcinvesting It doesn't matter if $duol will be around in 5 years. It is a two year trade where you can still make serious money. Reassess in two years and exit if necessary.

Never miss an opportunity to make a great ROI because that ROI isn't done in your timeframe.

[TGIF @gravitywellfund]

JD isn’t getting the nomination. I’m calling it now.

[Barragers @barragers]

Clavicular will be LIVE today 5pm est. with JD Vance and Jake Paul

[TGIF @gravitywellfund]

@ChrisWillx JD isn’t getting the nomination. I’m calling it now.

[TGIF @gravitywellfund]

@DonnieDoesWorld @allbusinesspete Barstool needs a cyber security guy that 1. Protects the organization from itself and 2. Once a week posts metrics of the strangest searches made that week, i.e. Nicky Smokes searched “is 4 inches enough”, Mintzy queries how to tie his shoes every morning, etc. you get it.

[TGIF @gravitywellfund]

@unusual_whales Deal Team 6 working their magic

[TGIF @gravitywellfund]

Deal Team 6 👀

[unusual_whales @unusual_whales]

BREAKING: Nearly $920 million in crude oil shorts were placed at 3:40 AM ET, about 70 minutes before Axios reported the U.S. and Iran were nearing a “14-point” deal to end the war.

Oil then plunged more than 12%, with the position gaining an estimated $125 million.

Unusual.

[unusual_whales @unusual_whales]

BREAKING: Nearly $920 million in crude oil shorts were placed at 3:40 AM ET, about 70 minutes before Axios reported the U.S. and Iran were nearing a “14-point” deal to end the war.

Oil then plunged more than 12%, with the position gaining an estimated $125 million.

Unusual.

[TGIF @gravitywellfund]

That’s not the full story. SiC materials are more rad-hard making it ideal for space. As the orbiting data centers take off this will be a major component.

[TGIF @gravitywellfund]

$WOLF, which is a small percentage of my portfolio is in the green to the tune of 160%.

Story of the day, it misses earnings by a hell of a lot, drops ~10% in after market trading, but comes out +16% the next day.

Why? Slight balance sheet improvements.

[TGIF @gravitywellfund]

@tylerangert Nobody *but the maker uses. And that’s just fine.

[TGIF @gravitywellfund]

We’ve officially entered the “when I’m class president recess will be all day” era of US politics.

[meowtown @hieywieyneue]

lmao sure buddy

[Big Cat @BarstoolBigCat]

Insane trip https://t.co/Gp15GHMlqJ

[TGIF @gravitywellfund]

This is going to fuck up the price of fries for everyone else isn’t it

[Hoops Crave @HoopsCrave]

McDonald’s is reportedly planning a Subscription Fry service, offering unlimited medium fries for $20 per month.

[ian @IanRountree]

I wasn’t concerned about these bottlenecks because I know how supply & demand work, but someone recast it for me recently and now I’m worried…

Why won’t suppliers ramp production to meet demand? It’s because they’ve seen this story before. Silicon Valley has some new hotness that’s going to change everything, they invest in it, then the crash happens and they’re in a worse place than before.

They won’t be fooled this time. So they hold production steady, enjoy higher prices and operating margins, and assume the party will end soon.

The upshot is this creates more room for high-conviction new entrants.

[TGIF @gravitywellfund]

@ritwikpavan Match my salary and I’ll step away from my current work for the next 6 months and build a near production proof of concept. I’ll, optionally, stay on and see it through if I find it more interesting than what I’m doing now.

[TGIF @gravitywellfund]

This is overkill. Give me a high res camera and strong lighting and I’ll have a proof of concept ready at a price less than 100k

[Ritwik Pavan @ritwikpavan]

JUST IN: Skin exams are getting automated.

SquareMind just raised $18M to build a robotic system that scans your entire body and tracks every mole over time.

• Swan robot captures full-body dermoscopic images in minutes
• Tracks new and changing spots across visits
• Replaces spot-check exams with total skin coverage
• Creates a time-series record for earlier melanoma detection
• Plugs directly into dermatology clinics

Robotics is going to reshape healthcare.

[TGIF @gravitywellfund]

@magnus_s @ritwikpavan How many actuated arms does Neko’s system have?

[TGIF @gravitywellfund]

The more I think about it, tanning beds (new) are sub-$7,000 on the high end. Totally unnecessary for this project. A lower end used model is fine. I’m starting to think this product can be replicated more reliably at below $10,000.

[TGIF @gravitywellfund]

An actuated arm adds unnecessary cost and complexity. Retrofit a tanning bed with white light and add cameras on top and bottom that scan an individual vertically and horizontally. No change to AI stack, but immensely more reliable (and cheaper) mechanical build.