nomad

software engineer at Adobe

[Lenny Rachitsky @lennysan]

Tired: Two-pizza teams

Wired: Two-slice teams

@danshipper on the best team structure in the AI-era

[Sania Ai @AiWithSania]

🚨BREAKING: France wiped Google and Microsoft off 2.5 million government computers.

Germany moved 30,000 PCs off Windows. Denmark dropped Microsoft Office.

Here's exactly what they switched to and how to do the same:

[Sam Altman @sama]

Startups are naturally good at this; it is hard to keep a bigger company good at this and i think an underexplored space.

[DHH @dhh]

It's incredible how far you can go if you just don't stop.

[DHH @dhh]

Agency is rarely given. It’s taken, then recognized.

[a16z @a16z]

Travis Kalanick says entrepreneurs need pissed-off energy:

"When you get into your 3rd and 4th, this may be even my 5th at this point, company, you get fricking really good at doing stuff."

"Things that used to take me a day or 3 days, a lot of stress, anxiety, like how am I gonna do this, take me like 45 minutes."

"I'm so used to adversity at this point that it's kind of normal, so I don't get as pissed off. But being pissed off makes you good as an entrepreneur, so I gotta make sure I'm still fired up."

"You get too used to adversity, and that's kind of a problem."

@travisk @bhorowitz

[Paul Graham @paulg]

The reason they're called vertebrae is that you can't expect Demo Day investors to remember more than about 5 things about you. So you want to decide in advance what the most important 5 things are and make them the vertebrae of your pitch.

[The Ways of A Gentleman @Gentleman_Ways]

“I must study politics and war that my sons may have liberty to study mathematics and philosophy. My sons ought to study mathematics and philosophy, geography, natural history, naval architecture, navigation, commerce and agriculture in order to give their children a right to study painting, poetry, music, architecture, statuary, tapestry, and porcelain."

-John Adams, the 2nd President of the United States

[Parimal @Fintech03]

If an Indian startup/defense firm wants to build rocket engines/satellite parts/surgical implants/advanced drone components, they need sub-micron precision metal parts made from heavy-duty alloys like Titanium & Inconel.

Historically, the ultra-precise 5-axis CNC machines required to carve these complex 3D parts had to be imported from countries like Germany/Japan/Switzerland at astronomical costs. To make matters worse, foreign suppliers face tight export controls on high-precision machining tech due to its dual-use potential in defense/missiles.

India had the engineering talent to design hardware, but was held back by a reliance on imported tooling & machining infrastructure.

A not so known startup Ethereal Machines is doing genuinely game-changing work for Indian deeptech & manufacturing, operating in a sector that rarely gets flashy headline attention compared to consumer tech.

Founded by Kaushik Mudda & Navin Jain out of RVCE in BLR, they hit on a fundamental bottleneck that was quietly crippling India’s hardware, aerospace & defense ecosystem.

Instead of just buying machines, Ethereal built their own multi-axis CNC machines from the ground up in India including their proprietary hardware, mechanics & complex CNC controller software. 🙏🙏

They built flagship proprietary machines like Halo, Aura & Nimbus that deliver sub 10 micron precision allowing intricate metal geometries to be carved in a single setup w/o manually repositioning the raw block.

Their early breakthrough was combining 3D printing (adding material) & multi-axis CNC milling (carving material away) into a single machine platform.

Instead of just selling machines, they run a massive 50K+ sq ft Smart Factory in Peenya, BLR operating 24/7. Startups in spacetech, drone tech, semiconductor equipment & medical devices can upload CAD designs & get aerospace-grade precision components delivered in days instead of months, cutting customer lead times by ~40%.

They became the 1st Indian company to win a CES "Best of Innovation" Award in Las Vegas for their hybrid manufacturing tech.

By controlling both the hardware & the software behind multi-axis machining, they give India's spacetech & defense ecosystem a local manufacturing fallback that cannot be disrupted by global supply chain shocks/export bans.

Top-tier deeptech investors like Peak XV Partners, Blume Ventures & Avataar Ventures backed them with major Series A & B funding rounds to set up a massive 300K sq. ft. mega-factory outside BLR.

Most people think of "Indian tech" as SaaS apps/fintech/q-com, Ethereal Machines is doing the heavy, unglamorous lifting, building the physical machine tools required to manufacture the rockets, drones, medical implants & chips of tomorrow right inside India. 🙏🙏

[benjii @benjii]

i think people are underestimating what just shipped

the product isn’t the workspace - - the product is shared context

once people, code, workflows and AI agents operate from the same cryptographically verifiable history, coordination starts looking very different.

this feels less like Slack with AI and more like an operating system for agentic organizations

[Bilaal- BD investing @bdinvestingg]

The White House is telling you exactly where to invest :

• AI: $GOOGL $NBIS $IREN $CRWV
• chips: $TSM $ASML $NVDA $AMD
• space: $RKLB $ASTS $LUNR $RDW
• energy: $GEV $CEG $ETN
• drones: $ONDS $RCAT
• nuclear: $CCJ $OKLO $VST
• defense: $KTOS $AVAV $AMTM
• robotics: $SYM $AMZN $ISRG $OUST
• batteries: $TE $EOSE $ELVA $FLNC
• quantum: $QBTS $IONQ $RGTI
• data centres: $VRT $ANET $CRDO
• critical minerals: $TMQ $UUUU $CCJ

DONT OVERTHINK IT.

[Leif | Investing @LeifInvests]

STOCK MARKET IS GOING INSANE!

$NBIS +17%🟢
$CRWV +15%🟢
$ARM +15%🟢
$DDOG +12%🟢
zetachain:native +12%🟢
$ORCL +9%🟢
$DELL +9%🟢
$NET +9%🟢
$IBM +9%🟢
$NOW +9%🟢
$MRVL +9%🟢
$MP +9%🟢
$MU +7%🟢
$ANET +7%🟢
$NVDA +6%🟢

WHAT ARE YOUR TOP MOVERS?🚀

[YodaStocks @YodaStockInvest]

My 2030 price targets
Mission: >500k portfolio by 2030 (today: 224k)
$AMD: $516 > $1040
$SOFI: $18 > $93
$NBIS: $230 > $808
$HIMS: $26 > $120
$IREN: $63 > $335
$ASTS: $113 > $446
$ONDS: $13 > $30
$KRKNF / $PNG.V: $7 > $26
Do you think I can do it?

[Joel @growthrapidly]

10 stocks I’d buy aggressively at these levels:

1. $HIMS - current price
2. $OSCR - current price
3. $TTD- current price
4. $NOW - below $100
5. $SOFI - current price
6. $TTD - current price
7. $PLTR - below $120
8. $MU - below $800
9. $AAOI - current price
10. $ONDS - below $10

These are levels where I’d be comfortable accumulating for the long term.

[BeatTheBotz @BeatTheBotz]

Required Capital For $10K/Month From Income ETFs:

$JEPI → $1.440M
$GPIQ → $1.244M
$JEPQ → $1.047M
$SPYI → $993K
$QQQI → $851K
$TDAQ → $717K
$GIAX → $500K
$BLOX → $334K
$CHPY → $263K
$NVII → $239K

Which one would you choose?

[The Analyst @MMatters22596]

I gave you:

$NBIS at $90 and it ran 200%
$TEAM at $56 and it ran 108%
$RDW at $10 and it ran 105%
$OSCR at $12 and it ran 88%

These are the next stocks to have this kind of run:

1. $CRWV
The biggest and fastest growing Neo-Cloud by a mile.
Just finished wave 2 and broke out of a multi-month wedge.
Golden cross on MACD.
This is an easy 2x.

2. $PLTR
The most important company to integrate AI into real world applications.
Breakout of a falling wedge on high volume.
Golden cross on the weekly.
Naxt target is $250.

3. $SOFI
CEO just bought $2M in the open market.
Still down over 40% from the last high.
One of the best Fintech companies to own over the next 3 years.
This is a $50 stock.

4. $XPEV
The most overlooked physical AI play.
- Humanoid production on scale.
- Vertically integrated Edge-AI Chips.
Just broke out of a multi-month consolidation phase
This is one of my highest conviction positions over the next years.

[Esther & Michael @SuperLuckeee]

CHEATSHEET: How to turn $5000 into $50,000+ in 1 trade...

Strategy only works if you choose these 12 companies:

1. $AMD — AI accelerators gaining share. Massive datacenter opportunity ahead.

2. $ORCL — AI cloud demand exploding. Revenue growth accelerating rapidly.

3. $NOW — AI workflows transforming enterprises. Sticky platform with pricing power.

4. $NVDA — Foundation of AI infrastructure. Demand still exceeds supply.

5. $MSFT — AI monetization across cloud, software, and enterprise.

6. $ARM — Every AI device needs efficient chip architecture.

7. $AVGO — Critical AI networking and custom silicon leader.

8. $IBM — Enterprise AI adoption with trusted customer relationships.

9. $DELL — AI server demand driving infrastructure growth cycle.

10. $DDOG — Monitoring and observability become essential in AI era.

11. $AAPL — AI upgrades unlock ecosystem expansion and device refreshes.

12. $QCOM — AI at the edge powering phones, PCs, and automotive.

Remember this, buy 6–24 month call options on dominant AI companies and give them time to execute. The goal isn't predicting next week. The goal is owning future winners through volatility.

♻️ RESHARE this post and write 1 comment, I'll DM you my next LEAP play for you right now.

[Market Maven @MajidTulsh32058]

My highest-conviction picks right now:

Satellite & Space: $ASTS, $RKLB, $OPTX

AI Infrastructure: $NBIS, $PENG, $HLIT

Defense: $EOS.AX, $KRKNF, $OPTX

Humanoid Robotics: $AMBA, $OUST, $VPG

Memory & Semiconductors: $MU, $SNDK, $MX

Quantum Computing: $INFQ, $LAES, $IONQ

Data Center Power: $CEG, $BE, $FCEL

Fintech: $HOOD, $SOFI, $COIN

Optical Networking: $ADTN, $HLIT, $LITE

Different sectors, same thesis: real businesses, clear growth catalysts, and valuations that the market still hasn't fully priced in.
These are the names I'm positioned in for the next several years.