alpha barbie 💖

investment diary 🤭

[Luke Metro @luke_metro]

venture capitalists after midterm elections while inflation is at 5%

[Zephyr @zephyr_z9]

Meanwhile, JP Morgan is modeling when will Labubus peak

[alpha barbie 💖 @ladyliquidity]

META crushing but seems like a lot of work and $$$ in the short term before we see new rev streams. It seems like GOOGL is easier play in the short term?

[alpha barbie 💖 @ladyliquidity]

you can tell the market is made up of men w the AEO move. Sydney Sweeney is aspirational for men, not women lol

[alpha barbie 💖 @ladyliquidity]

goal for rest of year is to work on idea generation. 1 pitch per month. any advice on process? especially curious how people are using AI tools aside from the obvious teach in use case

[alpha barbie 💖 @ladyliquidity]

ladies and gentlemen the motherfckin weekend 😭🙌🏻

[alpha barbie 💖 @ladyliquidity]

don’t see how GOOGL’s not a buy here. AI search will monetize better than links given better context/more personalization. will figure out the monetization before OpenAI figures out ads in any scaled way. the TAM is huge and that’s before agentic rev streams

[alpha barbie 💖 @ladyliquidity]

might fuck around and actually post on this thing

[BuccoCapital Bloke @buccocapital]

https://t.co/UQbYkAFVW7

[alpha barbie 💖 @ladyliquidity]

@RampCapitalLLC X engagement trends are poor post Elon. He wants the TikTok ban

[Elliot Arledge @elliotarledge]

self-driving fridge hit by self-driving waymo recorded by self-driving tesla

[Random Muppet @MuppetTrading]

This $CRWD take by Brad Zelnick should really be an instant classic.

[modest proposal @modestproposal1]

Honestly I could caption this picture all day. I'm not sure I've ever seen a more iconic image capturing the current moment.

[Daniel @growing_daniel]

He fried Apple's ass here. Honestly insane the CEO of a company of Meta's size would just shoot a video on his couch clearly impromptu and upload it and just absolutely wreck. What a king.

[jacky @JackWilliamRtF]

sir, a third temu ad has hit the super bowl

[Nick Bilton @nickbilton]

They need to create a Pulitzer category for headlines just for whoever wrote this.

[Pythia Cap: Partially Conductive @PythiaR]

The reduced gravitational pull from fewer fat people on Ozempic will cause the moon to leave earths orbit, the atmosphere to dissipate, and all life on earth to end.