Sandy Nerd

Writing about whatever I need to unstick from my grape on capital markets and portfolio allocation🧠 👇

[Peter Mallouk @PeterMallouk]

A great speech on what matters. And what doesn’t.

[Sandy Nerd @sandynerd]

@Invested_In_You @grok what would this chart look like if it were as of 2026?

[Sandy Nerd @sandynerd]

@charliebilello no mag7 treasury companies

[Sandy Nerd @sandynerd]

@unusual_whales @grok tell me more @grok

[Sandy Nerd @sandynerd]

@TheBTCTherapist @grok give me some more context on this

[Sandy Nerd @sandynerd]

@Hedgeye (AI)

[Sandy Nerd @sandynerd]

@JulianKlymochko that said I was restricted to buy it at $12ish and now refuse because i’ll always feel owed

[Sandy Nerd @sandynerd]

@JulianKlymochko the future of global warfare

[Sandy Nerd @sandynerd]

@jvisserlabs @DannyDayan5 @jvisserlabs Jordi, big fan. To me purest play is NVDA, MSFT, PLTR, TSLA. I hope vol around AI sentiment makes BTC the safe play. Am I getting warmer to your claim here / can you elaborate further beyond the pomp vid?

[Sandy Nerd @sandynerd]

@michaeltastad @waitbutwhy ...you're supposed to be 'all in' on ai?

[Sandy Nerd @sandynerd]

@waitbutwhy (ai)

[Sandy Nerd @sandynerd]

@MajorDuffles @RaoulGMI @Tylertruthfx what’s advantageous of rolling out a decentralized form? i’m confused on where $DOGE connects Starlink and X, can you elaborate? very curious on this

[Sandy Nerd @sandynerd]

@BobEUnlimited I don’t get your gripe with private market ETFs, and to be honest, not seeing a whole lot utilizing the ETF just yet. what are you specifically referring to?

[J.C. Parets @JC_ParetsX]

So I actually went to Red Robin today for the first time in my life. It was even worse than I thought. Pretty obvious why the stock is down 90%. Based on my fundamental analysis today, it’s probably a zero soon. Restaurants are a tough business.

[Packy McCormick @packyM]

Weirdest bear market ever

[Sandy Nerd @sandynerd]

what year does the FOMC become an algorithm

[Sandy Nerd @sandynerd]

@SpencerKSchiff @Jason so let’s keep voting for washed up talking heads that stoke cultural division? We will let our own political system rot our minds because AI is sick. Yeah, you got him in check mate dude!!

[Brian Roemmele @BrianRoemmele]

It was 1973, Dr. Jacob Bronowski presents a profound insight on how humans work.

“Speech is a way of organizing the world in to its parts and putting them back together again”

This epoch we will discover how our language reflected back at us as AI.

[Sandy Nerd @sandynerd]

a macro economist challenges a real long-only PM

[Dovy🔌 @DovySimuMMA]

aikido expert challenges a real mma fighter.