Nate

Macro analyst. Probabilities over prophecy. NFA
Follow the white rabbit...

[Nate @nateqnt]

@CKCapitalxx this was the top.

[Nate @nateqnt]

@hthieblot Rise of nations.

[Nate @nateqnt]

start now. start imperfect. learn along the way, figure it all out step by step.

everyone that says it won't work is right. it won't work for them.

but for you, you'll make it work. start now

[Nate @nateqnt]

intel. accelsius. enough said

$INTC $INV

[Nate @nateqnt]

@broheim777 Well said. Richard is a force

[Nate @nateqnt]

If OpenAI is successful in its goal of AGI, the irony is that it will make itself easily duplicable.

The real winners will be those who control the infrastructure AGI needs.

OpenAI knows this. custom chips (Jalapeño), Stargate, data-center hardware.

Elon knows this too.

[Nate @nateqnt]

somewhere out there in a remote data center, a GPU hums a quiet little sigh as you type “make no mistakes” once again.

[Nate @nateqnt]

intelligence is no longer the bottleneck.
direction is.

[Nate @nateqnt]

One thing these new models are making more clear, the AI bubble thesis misses the point.

Intelligence creates recursive demand for itself. That is worth sitting and thinking about.

Even if we get cheaper inference, this enables faster scaling of persistent agents, whose discoveries create more actions, decisions and further inference, driving structural demand for cooling, connectivity, power and grid infrastructure. I expect this demand to increase in orders of magnitude from current levels.

My positioning reflects this view. $INV for exposure to Accelsius data-centre liquid cooling, $GCTS for the connectivity-semiconductor layer, and $IPWR as a power-switching play across data centres and grid infrastructure.

[Nate @nateqnt]

@Dilliat3 @Nichola30641241 @RosannaInvests correct.

[Nate @nateqnt]

@tim_cook how many likes to get hired by Apple?

[Nate @nateqnt]

Make Apple beautiful again.

I love @Apple, and I'm unashamedly hooked into the Apple ecosystem. But they have become so big, optimized and scared to take risks, and this shows in their products.

If John Ternus brought me into Apple's hardware team, this would be a glimpse into my vision.

Products that feel emotional, and deeply personal.
$AAPL

[Nate @nateqnt]

Apple HomePod.

instead of just a smart speaker, why not a product that makes your entire home smart, while actually looking like a part of your home decor.

[Nate @nateqnt]

Make Apple beautiful again.

I love @Apple, and I'm unashamedly hooked into the Apple ecosystem. But they have become so big, optimized and scared to take risks, and this shows in their products.

If John Ternus brought me into Apple's hardware team, this would be a glimpse into my vision.

Products that feel emotional, and deeply personal.
$AAPL

[Nate @nateqnt]

Apple SmartGlasses.

VisionPro was a revelation. But what if it was more beautiful?

[Nate @nateqnt]

the universe is procedurally generated.

[Nate @nateqnt]

@ntsumenanga let the fun begin.

[Nanga Ntsume @ntsumenanga]

generational run incoming... building the first piece of a bigger puzzle with my brother @nateqnt.

let the chips fall where they may.

[Naval @naval]

It's the Age of Builders.

(sorry financiers and talkers)