Optimus Prime Invests

• Macro Investor.
• Learning how to swing trade quality businesses on the side.
• Goal: To reach $250K by Dec 2027.
• Not Financial Advice. DYODD.

[Optimus Prime Invests @OptimusPrimeInv]

People here are so short sighted that they forgot we are in an AI war with China and the US will have to keep spending on AI to keep their lead. The payoff will literally come once the scale is achieved. Stop looking at the bond yield, keep your eyes on AGI.

[Polymarket @Polymarket]

JUST IN: Leopold Aschenbrenner warns China could "take over the world" if they achieve AGI before the United States.

[Optimus Prime Invests @OptimusPrimeInv]

@BrianTycangco Not really ...china doesnt pump up their stock market like US

[Optimus Prime Invests @OptimusPrimeInv]

@CKCapitalxx Also check AAOI and AAOX.

[Optimus Prime Invests @OptimusPrimeInv]

@CKCapitalxx True...I would say just swing trade when the momentum is positive and sell if it reverses. Rinse and repeat if someone wants to. I'm considering this approach since India doesnt allow margins and options into US markets.

[Paradis Labs @ParadisLabs]

Humanoid BOM model:

Current humanoid BOM = ~$68k based on channel checks across 3 humanoid OEMs (UK and US).

- Actuation = 33.8% of current BOM
- Dextrous hands = 30.3%
- Structure = 7.6%
- Sensing = 7.5%
- Electrical = 6.0%
- Vision = 4.7%
- Compute = 4.6%
- Power = 4.6%
- Other = 0.9%

* Piecing together various component costs across different Western OEMs. Numbers may be over/understated for this reason.

[Optimus Prime Invests @OptimusPrimeInv]

@ParadisLabs Wow! Great. Any names you are looking at in Actuation and Hands part of this BOM?

[Optimus Prime Invests @OptimusPrimeInv]

@michaelsikand Agreed...

[Optimus Prime Invests @OptimusPrimeInv]

@valkosipulivaje Hopefully, no dilution again

[Optimus Prime Invests @OptimusPrimeInv]

@jukan05 Yeah, but I think instead they should make a compulsion for all companies to go public by $1B MC max...

[Optimus Prime Invests @OptimusPrimeInv]

@vlxw8w1 @jukan05 That's true...and why need you need skills to identify investible companies...also investors investing in private markets already know that 9/10 will die but that 1 company will give them 20-100x returns enough to cover up all losses...this is called power law of investing...

[Optimus Prime Invests @OptimusPrimeInv]

@BernieSanders @KrisPatel99 I'm in awe that such brainless people are in power in the US, if this was in India I wouldn't be that surprised...I guess more taxes are coming in 2028...

[Optimus Prime Invests @OptimusPrimeInv]

@KawzInvests Compare with vera rubin...that would make more sense...

[Optimus Prime Invests @OptimusPrimeInv]

@mhiggins True...

[Optimus Prime Invests @OptimusPrimeInv]

@Jesseeckel True...

[Optimus Prime Invests @OptimusPrimeInv]

@BigBladder887 @Jesseeckel Lol. Beliefs like this can be a disaster. If you think they are hoarding all the money, why dont you give all your money to the govt so they can it all? Your problem would be sorted...

[Jesse Eckel @Jesseeckel]

Government: We're going to spend recklessly & fund it by devaluing everyone's savings.

Smart people: We're going to buy assets the government can't devalue.

Government: Those greedy smart people won't let us devalue their savings, we should pass laws to seize their assets.

Dumb people: Why is everything always getting more expensive? It's like so weird...

Government: It's those greedy billionaires. They are stealing all your money! We should seize their assets so the government can use it for important government things.

Dumb people: That's a good idea. But you'll only take stuff from billionaires right?

Government: Of course there's no way giving us the power to to seize US citizens private property can go wrong. It's totally safe, you can trust us, we're the government.

Dumb people: ok

[Optimus Prime Invests @OptimusPrimeInv]

@babyfolio @Wolfex_Yeat My guess would be 1.5-2 years...AI is improving at an exponential rate not a linear rate...

[Optimus Prime Invests @OptimusPrimeInv]

@SmallCapSnipa This guy is an absolute idiot! He should retire like Burry...😂

[Optimus Prime Invests @OptimusPrimeInv]

@PlanetOfMemes Lmao...old people being old people

[Optimus Prime Invests @OptimusPrimeInv]

@BullTheoryio Its raining so much here...what particular state/area is this for??

[Optimus Prime Invests @OptimusPrimeInv]

@michaelsikand So basically he is building an AI supercomputer, like the US govt is building under the Genesis mission...