Newmoon Capital

Credit | Ex-L/S, PE

[Newmoon Capital @NewmoonCap]

If you are not buying $enr.de now wyd

[Newmoon Capital @NewmoonCap]

If you are not buying $enr.de now wyd

[Newmoon Capital @NewmoonCap]

@huskies20001 @CapitalJurassic this is not true lol.

[Five Points Capital @fivepointscap]

$META Business Agent is their ChatGPT moment. I don’t think even bulls understand how big this is.

“Now, a clothing shop in Birmingham or a bakery in Sao Paulo can offer the same always-on, highly personalized experience as a major brand.” - Zuck

The biggest problem with AI right now is usability. If you’re a restaurant owner, you’re too busy to learn how to setup AI agents. And you don’t want some “AI consultant” coming in to charge you $20k for something you’re not sure will even work.

Meta Business Agents will just work. Like an iPhone. That convenience and simplicity is what small business owners desperately want.

[Newmoon Capital @NewmoonCap]

@rdd147 he didnt say the last sentence lol.

[Newmoon Capital @NewmoonCap]

omg bessent has no mercy

[Just Another Pod Guy @TMTLongShort]

This is my president 👑

[Ethan Mollick @emollick]

@GaryMarcus I mean, the MIT study wasn't a study - there was no methodology at it appeared to be a bunch of interviews at an industry conference.

And I think ROI was unclear through early 2025, but that has changed rapidly, as this longitudinal survey shows. https://t.co/iQDM5i2gDV

[Bespoke @bespokeinvest]

Sector relative strength charts:

Tech up, everything else down.

This won't last forever.

[Wall St Engine @wallstengine]

$META is considering charging up to $199.99/month for Hatch, its planned consumer AI agent, per The Information.

Hatch is described as a consumer version of OpenClaw that can create software tools and automate tasks through plain-language prompts, including scheduling events, sending emails, building simple apps, and creating travel itineraries.

A premium Hatch Plus tier would offer 5-10x more daily capacity than the free version.

During development, Hatch has used Anthropic’s Claude models, but at launch it is expected to run on Meta’s Muse Spark model.

[Eric Daugherty @EricLDaugh]

🚨 OMG. SEC. SCOTT BESSENT JUST WENT THERE 🔥

SEN WYDEN (D): We don't want ramblings about the most corrupt regime in history, we want facts

BESSENT: "And we'd like to hear what Adam Wyden and Jeffrey EPSTEIN talked about. Your son's largest investment position was Rick's Cabaret. So, did your son and Jeffrey Epstein talk about pole dancing as he begged him for money using your limited credibility?"

ASSASSIN.

[Newmoon Capital @NewmoonCap]

RT @StockMarketNerd: $META enterprise agent launch. 👀

Announced a new product across WhatsApp, Instagram & Messenger that can turn custome…

[Newmoon Capital @NewmoonCap]

@atelicinvest @TMTLongShort yea. something to watch.

[Gad Saad @GadSaad]

It is difficult to imagine an American who has been a greater parasite on the public coffers than @BernieSanders. He has contributed NOTHING to the United States other than decades of cantankerous and sullen envy-fuelled anger at those who create.

[Newmoon Capital @NewmoonCap]

@TMTLongShort Finally someone said it.

[Just Another Pod Guy @TMTLongShort]

The equation is fairly straightforward:

Competent employees x AI tokens = Accelerating business & market share gain

Incompetent employees x AI tokens = slop

Companies are now realizing they have a lot of shitty employees.

They aren’t going to permanently cut spend on tokens. They can’t afford to because of game theory.

So instead they will fire the employees they believe are incompetent to make room for higher token budgets for those that are competent.

Lots of orgs however have a managerial class that doesn’t optimize for share gain and winning in general.

Thats fine. A wave of startups and existing platforms who can effectively leverage AI to expand scope of their business will crush the incompetent at a rate that will leave analysts and managers dizzy.

Change is coming. Fast. And reflexively the faster the change the higher the panic the lower the ROI threshold the more revenue and capital accrues to the labs the faster the models improve. And so on.

[Newmoon Capital @NewmoonCap]

@BoringBiz_ Only if you are lucky. That is just not how majority of the industry works.

[Ethan Mollick @emollick]

Law professors wrote questions they were asked during office hours. Gemini 2.5 & humans answered them then other law professors blindly judged the results:
-Gemini had a 75% win rate vs. professors
-Gemini's answers were rated LESS harmful than humans
-Newer models do even better

[Newmoon Capital @NewmoonCap]

@Shaughnessy119 https://t.co/TFKomqupuf

did you read this before you comment on pricing?

[Newmoon Capital @NewmoonCap]

@ContrarianCurse @PythiaR it is enough actually if we look further out. Are you say gas power demand is going to stay at >100gw for the entire 2030-40 decade? I doubt. We need power, but not all from gas. And greenfield capacity needs 3 to 5 years to reach decent yield. So..

[Newmoon Capital @NewmoonCap]

@ActAccordingly because idiots believe peak orders = peak earnings