Super Future Proof

Former sell-side analyst; ex-partner at a $20B multi-strat hedge fund.

[Super Future Proof @sfproof]

@LynAldenContact Unexpected. Solid list.

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@demian_ai Super impressed with what you’ve built. I’m actually guest lecturing on AI + Investing and used it an an example of building workflows with AI. Students loved it.

[Super Future Proof @sfproof]

Brent is roughly $97 today. WTI is at $93. Both are down over the past month. War premium has been in since March. All these “events” are basically noise in an already disrupted M.E. If peace talk fail, oil rips. If peace talk continue structural arguments like underinvestment / CPR refill demand / supply chain damage will be viewed as transitory.

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@Yeah_Dave Where are you seeing / sensing fatigue? Curious how you measure.

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@GoogleResearch The amount of innovation at $GOOG 🤯

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Genuine question for everyone who spent last night doom posting about AI bubbles and SpaceX and Anthropic sucking all the liquidity out of the market...

who wins if you're right?

$NBIS $MRVL $COHR $AEHR $LWLG — green, btw.

The Treasury doesn't win, we're staring at $40T in federal debt and the only credible plan on the table is growth. The VCs who wrote the checks don't win. The hyperscalers don't win. You don't win, you're just short America's best shot at growing out of the hole.

Spare me the doom. Everyone who matters is on the same side of this trade.

[Super Future Proof @sfproof]

@CKCapitalxx Traded from the course today, so no. LFG 🚀

[Super Future Proof @sfproof]

“$150 is a certainty” and “the long end of the curve is underpriced” can’t both be true. If it were certain, forwards would already be there. Brent’s ~$95, down ~20% from April’s $138 highs, its worst month since Covid , on ceasefire odds. The market’s pricing normalization, not your shock. The Trump administration has said the only thing that gets us out of this debt spiral is growth. Don’t be on the wrong side of that trade, we’re going higher. $BRUN $MRVL $COHR $LITE $NOK $ALAB $DRAM $FCEL $IREN $AEHR $LWLG $AAOI

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@mkfilko Well written and much needed 🫡

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@JackFarley96 Well done 🫡

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@nikitabier @paulg Legit funny post and on point

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@CKCapitalxx Done be a panican 🚀

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@Hedgeye $GOOG has doubled in a year, so 1.8% dilution is nothing based on the ROIC. Certainly a better use of cash than buybacks IMO

[Super Future Proof @sfproof]

Added to existing
$ALAB $BRUN $NOK $MRVL

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@michaelsikand Bought more $NOK

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@aleabitoreddit Nice call on these

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@demian_ai @nebiustf Dylan is is fantastic. Would love to find a way to support this project.

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@ScroogeCap Didn’t $GOOG just tap the debt markets to the tune of $30B in November. The stock has doubled in a year, so 1.8% dilution is nothing based on the ROIC.

[Super Future Proof @sfproof]

Sarah Friar mentions the new chip that OpenAI is spinning up with $AVGO Speaking at @theallinpod conference

https://t.co/En5GyMuJIL

[Super Future Proof @sfproof]

@BULLOFBRITAIN Solid post