Nick 🦦

finance + real estate

[Nick 🦦 @nrandall03]

We are escaping the permanent underclass with these GOOGL divi’s

[Rihard Jarc @RihardJarc]

I have been adding to my $META position in recent days. The stock has been driven by sentiment and not fundamentals for a while now. Sentiment is extremely bearish, as I think the company's true value drivers are misunderstood by the market, and having their own big data center footprint is an asset, not a liability, especially if the compute shortage continues.

At the same time, the recent public appearance of $META's Chief AI Officer Wang has not been great. $META needs to do a better job at communicating its strategy.

Sentiment on $META can change on a dime; communicating their AI strategy more clearly, executing, and shipping products should be priorities right now.

The AI race went from a compute race to a capital race; proper market communication is just as important as having top AI talent.

[Nick 🦦 @nrandall03]

@taobanker Is this the one with the discount to nav? Not familiar with the situation

[Nick 🦦 @nrandall03]

@taobanker This time is different

[Nick 🦦 @nrandall03]

@citrini I’ve always thought it meant getting the most out of whatever you’re doing. Like in Escape From Tarkov instead of just vendoring a gun you break it into the scope, stock, pistol grip, sup, etc. for the purposes of making as much money as possible

[Evanss6 @Evan_ss6]

Ray Dalio logs on once a quarter to remind you he’s still sidelined and btw China might win

[Nick 🦦 @nrandall03]

@KevinDataGuy @YellowCatCap We dont talk about that

[Nick 🦦 @nrandall03]

@calvinfroedge Its just low float + wsb tards

[Nick 🦦 @nrandall03]

@blondesnmoney Goat shit

[Nick 🦦 @nrandall03]

@taobanker Please be true

[structric @struxai]

@jnconkle @johnarnold All sorts of misunderstandings you need thermoelectric cooling that doesn't yet exist - vacuums are not cool by definition

[Nick 🦦 @nrandall03]

I didn’t know $META could have green days

[Nick 🦦 @nrandall03]

Maybe underline a bit more

[Arya Deniz @Arya__Deniz]

Technically, Druckenmiller was one of 12 managing directors. But in fact, he ran the entire operation. And what a run it had: Since Druckenmiller had taken over at Quantum, the fund had averaged 40 percent annual gains in net asset value, higher than Soros's record of 30 percent annual gains from 1969 to 1988. In 1989, the first full year under Druckenmiller's leadership, Quantum rose 31.6 percent; in, 1990, 29.6 percent; in 1991, 53.4 percent: in 1992, 68.6 percent; and in 1993, 72 percent.

In the rare interviews he gave through the mid-1990s, Druckenmiller attributed his great track record to George Soros. He had Followed Soros's philosophy about how to build long-term returns, and it had worked.

Soros, explained Druckenmiller, argued that the way to build long: term returns was “through preseration of capital and home runs.”

Soros: The World's Most Influential Investor - Robert Slater

[Nick 🦦 @nrandall03]

The spice must flow

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the deal with Iran is “now complete.”

“I hereby fully authorize the toll free opening of the Strait of Hormuz… let the oil flow,” Trump says.

[zynzl @zynzl_]

Bigger than you = roids

Richer than you = daddies money

Smarter than you = nerd

Never stop the cope

[Nick 🦦 @nrandall03]

Just overheard a guy on speakerphone saying he mapped out SpaceX’s entire supplier network using an LLM prompt.

Top is in

[Nick 🦦 @nrandall03]

When does someone build the super app that has all of Claude Code/Codex, Cowork, Scheduled Tasks, Skills, Connections, but just plugs in the best open source model in to power it?

[Cluseau Investments @blondesnmoney]

Something I wrote this week

[Midnight Capital @Midnight_Captl]

As of tonight, AI has officially become ‘too big to fail’ as far as I’m concerned

If the United States government wants to dictate how Ant can sell their models, then they also need to be responsible for creating the economic conditions to continue work on the frontier

AI just got closer to the money printer IYKYK