Naresh Ramamurti

Mindless Investor, Hopeless Romantic, Infectious Optimist, Relentless Problem Finder. Consumer Goods, Retail and Distribution Market Maker.

[Naresh Ramamurti @nramamur]

Rory!!!!!!! @McIlroyRory #Masters

[Naresh Ramamurti @nramamur]

Rory!!!!!! @McIlroyRory #Masters

[Naresh Ramamurti @nramamur]

$BTC $IBIT feels like a tsunami forming offshore. You can’t see it quite yet, but the ocean already knows. @quantum_ascend

[Naresh Ramamurti @nramamur]

Hey @txlotteryresult did @nvidia or @OpenAI secretly invest in the Texas Lottery? Your Irving billboard says Powerball is at $10.0 BILLION. Must be that AI magic inflating the jackpot! In this era of fake news, thanks for the hallucinatory upgrade. #Powerball #LotteryMisinformation $BTC

[Naresh Ramamurti @nramamur]

On my morning FSD drive into Irving… did Tesla just quietly roll out updates to the point where I can text/tweet without the constant nags?
I’m only on v12.6.4 but this feels like the future.
@elonmusk is this already here or am I dreaming?
#Tesla #FSD #AI $TSLA @Tesla

[Naresh Ramamurti @nramamur]

@thesohom2 @Maersk @COSCOSHIPPING @XPOLogistics @CHRobinson @UnionPacific @jbhunt360 Thanks, chief! From that April call. 5/6 ain't bad, but $JBHT went the other way with tariff uncertainty stretching sales cycles and keeping spot rates soft. Q4 feels uneven, but I like $UNP intermodal +3 % if pricing holds. #Shipageddon #Freightocalypse #tariffs

[Naresh Ramamurti @nramamur]

As the tariff frenzy unfolds, old duty rates in play till April 9th spark a mad rush for capacity like I've never seen before. I predict Q2 surge for @Maersk, @COSCOSHIPPING, @XPOLogistics, @CHRobinson, @UnionPacific, @jbhunt360 #Shipageddon #Freightocalypse #tariffs

[Naresh Ramamurti @nramamur]

A router 4000 miles away in Chile just personally canceled my morning in NYC. Chaos theory: 1, Me: 0. #cloudfare #thanksChile #BigApple

[Naresh Ramamurti @nramamur]

@lukand01 @TheCleanCarClub Couldn't agree more. I have, for all practical purposes, stopped driving. Electric is great, and I love it, but FSD is the single most important reason why we own 4 Teslas, and I don't see that changing anytime soon. $TSLA #FSD

[Naresh Ramamurti @nramamur]

@GerberKawasaki Let's see, Ross. Musk gets 0 cash.
Hits 12 brutal milestones → adds ~$7.4T in market cap + 20M vehicles, 10M FSD subs, 1M Optimus, 1M robotaxis.
If he delivers, he earns ~12% of the growth. Feels to me like one competent BOD.
$TSLA @elonmusk

[Naresh Ramamurti @nramamur]

The Housekeeping Paradox
I spend all week cleaning up other people’s messes and then tip someone for cleaning mine. It’s humbling, that quiet exchange. I guess gratitude doesn’t need a speech - just a folded bill and an open heart.

#Thanks #Gratitude #Travel #OnTheRoad #Perspective

[Naresh Ramamurti @nramamur]

@HarryStebbings Quite the fixer upper aren't you, Stebbings? Jokes apart, you're crushing it, Richard! #Fyxer #keepShining

[Naresh Ramamurti @nramamur]

@sequoia discovers that "indie studio" is just Hollywood's version of "artisanal cupcake shop" - thinks they can scale it until they realize the secret ingredient was actually not scaling it.
#FilmTwitter #A24 #Hollywood @SamWiddoes @mubi https://t.co/tFgPKO1NKV

[Naresh Ramamurti @nramamur]

@HarryStebbings Turning a $250K ‘no’ into a $250M masterclass in humility! #keepshining #InvestingWithHarry #MarketVsMaker

[Naresh Ramamurti @nramamur]

@HarryStebbings Funny how the free market these days comes with one hell of a cover charge. Really enjoyed the Cerebras convo, Harry - feels like the talent and chips market is paying the same surcharge, hey!

[Naresh Ramamurti @nramamur]

@TheFP @bariweiss From @thehonestlypod to the biggest stage in the world, you have arrived, Bari!

"She made me wonder why my caveman,
Is grunting but in awe,
At all the wisdom from Miss Weiss,
The flame of Paramount’s draw!"

#KeepShining

[Naresh Ramamurti @nramamur]

@HarryStebbings Turns out consistency isn't just a virtue - it's an asset class! Is he in Wholesale Distribution, Harry? I have a hunch who your Treadmill legend is!

[Naresh Ramamurti @nramamur]

@Tesla @tesla_na Urgent help needed! Accidentally canceled two Tesla Insurance policies covering my 4 Teslas via app - mistake, need to reverse/reinstate before Aug 17. App/AI say call Monday, but that's after gap in coverage. Please DM for details! #TeslaInsurance

[Naresh Ramamurti @nramamur]

@Jason @ZohranKMamdani True progress lies in unleashing individual ambition and free markets, where hard work trumps ideological platitudes, building a future of prosperity based on equality of opportunity, not forced equity. #NewYorkMayorRace

[Naresh Ramamurti @nramamur]

Rory!!!!!! @McIlroyRory #Masters

[Naresh Ramamurti @nramamur]

What did I tell you, @McIlroyRory #MastersSunday #Eagle

[Naresh Ramamurti @nramamur]

Sometimes offense is the best defense! #Masters2025

[Naresh Ramamurti @nramamur]

Sometimes offense is the best defense! #Masters2025