Singularity Research

Use AI to make better investment decisions + Deepdives on AI bottlenecks and stocks!

[Singularity Research @SingularityRes]

Should have listed to Trump! $DELL

[Singularity Research @SingularityRes]

Even $CGEH didnt buckle during the Oct-April downturn!

[Singularity Research @SingularityRes]

Wasnt https://t.co/LLAPKWZ0cB $AI a chatGPT wrapper?

[Singularity Research @SingularityRes]

@Gantosj what's their target for 2027?

[Singularity Research @SingularityRes]

I have a gut feeling that SemiAnalysis's Claude code key is leaked, and their token usage is insane as someone is reselling them in China at 90% discount

[Singularity Research @SingularityRes]

@ParadisLabs Mine is on its way!

[Singularity Research @SingularityRes]

@CapstackCapital I would attend. It came up in my AI screener last week

[Singularity Research @SingularityRes]

@DeepValueBagger My bad. Got it.

[Singularity Research @SingularityRes]

@DeepValueBagger Why do you say parent company is better ?

[Singularity Research @SingularityRes]

Nicotine gum like Turning point also did well from Oct-April

[Singularity Research @SingularityRes]

Japanese supply chain stocks didn’t move during Oct-April downturn

Pivoting to these stocks - would be a good idea in a few months

[Singularity Research @SingularityRes]

Has anyone been able to connect their interactive broker with Claude.

It just doesn’t connect

[Singularity Research @SingularityRes]

@HarryStebbings Deel?

[Singularity Research @SingularityRes]

@taobanker People said the same in Nov 21

[Singularity Research @SingularityRes]

More people lose money anticipating a crash then the actual crash

Ps - you would have performed better if you invested in index fund than his fund

[zerohedge @zerohedge]

*DALIO SAYS AI BUBBLE WILL BURST EVENTUALLY

[Singularity Research @SingularityRes]

@forbyfordotcom It was close to 50% including overnight.

This market is crazy

[Singularity Research @SingularityRes]

You would have almost matched 5 year of S&P 500 performance if just held Marvell $MRVL for a day!

This market is crazy

Make sure you make your bag!

[Singularity Research @SingularityRes]

@undrvalue @grok if this company sells its holdings - would it have to pay capital gains or dividend if it wants to give cash to shareholder.

Given this, what is the best case discount this stock can have?

[Singularity Research @SingularityRes]

@CharuruCha14310 @jukan05 Why do people join companies rather than becoming entrepreneurs?

[Singularity Research @SingularityRes]

Wall Street bet called it Becky index / white girl index 7 years ago!

Old concept from Reddit, just got recycled and sold to institutional clients!

[Citrini @citrini]

$VSXY +50% premarket.

At the end of last year, we introduced the “Girlfriend Index”. It’s a simple concept - a lot of money is spent by women 18-24 who set trends, but the majority of money in the market is being managed by…well, not women aged 18-24.

Our consumer analyst, however, is. And she’s been updating our institutional clients as to the trends emerging in this demographic from firsthand experience. Victoria’s Secret has been her highest conviction holding since we launched GFI in December.

And don’t worry if you’re not an institutional client - the girlfriend index is available real-time to all subscribers on https://t.co/H7gJwm1S0t

[Singularity Research @SingularityRes]

@rennyzucker @ALEXEIMARTOV @blondesnmoney I had to write Samsung and not San Disk - my bad

[Singularity Research @SingularityRes]

Professor to use AI to prepare exam papers

Students to use AI to write that exam paper

Professor to use AI to grade that exam paper

The new circular economy!