Manuel Cheța

Senior software engineer, web accessibility champion, AI coding champion, blogger and podcaster. Stock picking in my Shares ISA. Views my own.

[Amber Mac @ambermac]

It's not AI attacking us. It's humans using AI who are attacking us.

As always, @TonyAtESET @eset has the best cybersecurity advice for all of us.

Get our full conversation on a recent episode of The AmberMac Show or over on YouTube.

#Partner

[Oana Olteanu @oanaolt]

@trcywu And here a resource in case you are evaluating startups to join https://t.co/uhh287aBMy

[Oana Olteanu @oanaolt]

My Twitter Interaction Circle

➡️ https://t.co/rRQJ6JtYSh

[Rene Sellmann @ReneSellmann]

In investing, a critical mental model to internalize is the distinction between signal and noise.

This goes far beyond filtering out the daily chatter on financial media or social platforms; even highly compelling, granular data points can lack true signaling power if they are driven by randomness or based on a shallow weight of evidence.

Thus, every investor must constantly ask:

What is the actual predictive power of this data or insight?

Amid the endless sea of market data investors could theoretically access, insider transactions stand out as one of the strongest, most reliable signals available. Because corporate insiders operate with a distinct information asymmetry – possessing a deep, operational edge over the rest of the market – their actions carry immense fundamental weight.

Crucially, insider purchases possess significantly higher signaling power than insider sales. While an executive might sell shares for a myriad of personal or structural reasons entirely unrelated to the business’s health – such as tax planning, diversification, or buying a home – they generally only buy their own stock for one reason: they believe the current price undervalues the company and that the shares will go up.

[Oana Olteanu @oanaolt]

Met a young woman from London

Who just moved to the bay and she is a psychologist

Since she landed in SF she went to a few startup events and and was mesmerized, she asked me if someone who is a psychologist could be useful in a startup

My guess yes, she has people skills that are useful in any people facing role.

DM if you want to take a bet on someone young, hungry and who sees the world from a people lens first.

[Sabine Hossenfelder @skdh]

Btw, I have a weekly newsletter with several science items of the week that didn't make it into the videos. It's completely free and you can unsubscribe at any time.

https://t.co/EBQrOCgpJe

[Oana Olteanu @oanaolt]

https://t.co/FYUuqm4EF2

[Manuel Cheța @manuelcheta]

I'm up 35% YoY and that means NOTHING https://t.co/x2AHFTUswn

[ShareSoc @ShareSocUK]

The SIGnet East Midlands Group Launch is a structured forum for investors to develop investment thinking through discussion.

Each session focuses on reviewing listed UK and international companies, sharing perspectives, and testing investment theses through structured conversation.

📅 22 June 2026 | ⏰ 5:00pm (Online)
Register here: https://t.co/xUdzGX8Mwj

[Michael Mauboussin @mjmauboussin]

This is the time of year when a lot of investment firms welcome interns. While our work is geared toward institutional investors, a lot of it can be useful for learning about markets and the investment process. Here are a handful of reports and how they can guide interns:

[ClaudeDevs @ClaudeDevs]

We’ve shipped a security-guidance plugin for Claude Code that helps identify and fix vulnerabilities as you’re writing code.

Available for all Claude Code users. Install from the plugin marketplace (/plugins).

[Manuel Cheța @manuelcheta]

@Im_IrushiK Accessibility

[Oana Olteanu @oanaolt]

@BusinessInsider published the story today.

I joined VC for a green card. No computer growing up in rural Romania. NASA contest at 18, first plane ride of my life. Three jobs through two CS degrees in Germany. More visas than I can count. Craigslist room next to Sergey Brin. Beat-down Kia Rio. That was my start.

I dreamed of getting back to San Francisco from the moment I landed here at 18. I worked until I got here.

If immigration has you feeling stuck inside a big company right now, the other side exists.

@MotiveForce Force is a pre-seed and seed firm for founders who build before anyone asks. That's who I'm looking for.

Thank you @meliarobin for capturing this. And to everyone who has supported me chasing this dream. I don't take it lightly. The people who came before me in my family didn't have the luxury to dream. They fought for survival. I got to change that narrative.

https://t.co/cwF2Li0VqP

[Daniel Jeffries @Dan_Jeffries1]

Instead of gating powerful cyber capable models we should put them in the hands of open source developers so they can create open harnesses to scan for vulnerabilities and supply chain attacks + defend against them at the source.

Gated intelligence creates weaker cyber defense.

[Daniel Jeffries @Dan_Jeffries1]

The alignment problem is an illusion hallucinated by "rationalists" huffing too much glue while watching 2001: A Space Odyssey.

The real problem is and always was "the verification problem."

[Simon Erickson @7Innovator]

Today's 7investing Live was all about How to Find 10-Bagger Stocks in 2026.

I introduced three innovative markets where I believe investors will find the next wave of 10-bagger opportunities that will compound your returns by an order of magnitude:

- Quantum Computing
- AI Agents
- On-Demand Power

Within each of those markets, I then shared one stock idea of a company who is displaying at least one of my three predictors of becoming a 10-bagger.

What do you think of my three recommendations?

Which stocks did I miss or overlook?

Where do you think the next 10-baggers will be found?

$IONQ $QBTS $INFQ $SOUN $CRM $PATH $BE $SMR $OKLO $EOSE $TSLA $RKLB

https://t.co/VhFluwgKdP

[Luca Dellanna @DellAnnaLuca]

Why do we dream?

And why do we often make weird decisions?

https://t.co/JiRpRCa5NR

[ShareSoc @ShareSocUK]

Disclosure doesn’t always mean transparency.

Companies can meet regulatory requirements, yet still leave investors without clear, accessible information.

That gap matters.

True transparency goes beyond compliance.

If you want to follow and support this work, join ShareSoc:
https://t.co/vhC1jpVDq6

[vittorio @IterIntellectus]

it’s funny because this is genuinely the best approach

Simply not thinking about stressful situations makes you less stressed

[Oana Olteanu @oanaolt]

This happened

Business Insider named me to the Seed 40 list of best women early-stage investors of 2026.

Still processing it.