Lin

Ran a 300m dau social platform / Now @ frontier AI lab in the Bay Area / Dad of 2.

[Lin @pyhrroll]

@wangzhian8848 野外动物不生殖么

[Lin @pyhrroll]

@SemiAnalysis_ @grok what's going on?

[Lin @pyhrroll]

@wangdasaki @oxniubi @tangjinzhou 这不是你做的吗

[Lin @pyhrroll]

@RJCcapital What’s your top long

[Lin @pyhrroll]

My previous post went viral on Reddit overnight (8.5k upvotes in total) so here is an update: I now spend $13,000/year on 31 paid Substack newsletters so you don’t have to. Here’s who actually makes money 🧵

[Lin @pyhrroll]

@andrewlekashman Would love to get a sneak peek into the rest of research!

[Lin @pyhrroll]

@Citrini7 @AltayCapital @SemiAnalysis_ @FundaAI @fabknowledge @TMTBreakout @benitoz @insane_analyst @thesetupfactory hey authors sorry i didnt realize my DMs were turned off. I just turned it back on.

@Citrini7
@AltayCapital
@SemiAnalysis_
@FundaAI
@fabknowledge
@TMTBreakout
@benitoz
@insane_analyst
@thesetupfactory

[Lin @pyhrroll]

Shout out to all the authors in this analysis @Citrini7 @AltayCapital @SemiAnalysis_ @FundaAI @fabknowledge @TMTBreakout @benitoz @insane_analyst @thesetupfactory

This isn't a competition — every one of you teaches me something the market doesn't. This is just one way to look at the data.

If you think the approach is flawed or any calls look off, I genuinely want to hear it. DMs open.

[Lin @pyhrroll]

@brimcmbe @Citrini7 @AltayCapital @SemiAnalysis_ @FundaAI @fabknowledge @TMTBreakout @benitoz @insane_analyst @thesetupfactory @Globalflows got it!

[Lin @pyhrroll]

@rossobianchi_ good point! I'm actually doing market open if they publish during market hours and next market open if they publish after market hours.

[Lin @pyhrroll]

@Citrini7 Yes sir. Lemme dm you.

[Lin @pyhrroll]

@ftning Yep it’s in the alpha section in the thread

[Lin @pyhrroll]

@laibyglatt They took themselves down somehow. I don’t know why

[Lin @pyhrroll]

@edodreaming Agreed as long as us/iran stops bombing my pnl:)

[Lin @pyhrroll]

@TMTBreakout Oh I thought they were! Lemme dm you

[Lin @pyhrroll]

@jackefeller Yea somehow they took themselves down yesterday - not sure why

[Lin @pyhrroll]

Curious what you guys think. Is Substack replacing sellside analysts? @Substack @BillAckman @altcap @chamath @Jason @unusual_whales @litcapital @TrungTPhan @aleabitoreddit @morganhousel

[Lin @pyhrroll]

Key takeaways:

• Alpha > returns. Some "winners" just rode the market.
• Volume kills quality — except when it doesn't.
• Time horizon changes everything.
• AI extraction has limits — writing clarity matters.

I plan to keep only the performing 50% of my substack subs. You know who they are :)

[Lin @pyhrroll]

Suggestion for Substack authors:

Add a clear summary at the top/bottom of each article, like "Positions: Long NVDA, Short CRM."

Takes 10 seconds. Eliminates all ambiguity. The more explicit you are, the more fairly your track record gets measured.