Steven Tuchner

CIO Triumph Asset Management

[Steven Tuchner @stevetuchner]

@HydroOne @PhotoBourbon Irresponsible. Probably liable if i had the time and energy to sue their retarded inept asses . Woke garbage company.

[Steven Tuchner @stevetuchner]

@HydroOne @PhotoBourbon Fuck you losers

[Steven Tuchner @stevetuchner]

@HydroOne @PhotoBourbon Well when retards are in charge of analysis and repair, you get what we get.

A downed tree.

Further the initial etr was 10pm then midnight then 5 am then noon and now 2pm

They are the dumbest most useless organization on the planet

Fucken pathetic

[Steven Tuchner @stevetuchner]

@HydroOne is serious the most inept useless pathetic and irresponsibly managed company I’ve ever encountered.

If not for being a government agency, they be out of business.

POS

[Steven Tuchner @stevetuchner]

@HydroOne Why don’t you fucken try to keep the power on, you use piece of shits

[Steven Tuchner @stevetuchner]

@joebadoobie @Ric_RTP Every hyperscaler has made more money investing in open ai spacex and Anthropic than they’ve spent on an after tax basis.

Stock are flat. Earnings have doubled and i feel reading about my rose coloured glasses

[Steven Tuchner @stevetuchner]

@Fab20 @Ric_RTP Rose tinted glasses. All the of hyperscalers are the worst trading pieces of shit over the past 5 years.

21 was the bubble. Since then, zero return.

[Steven Tuchner @stevetuchner]

@TonySierra16 @BourbonCap It’s the cheapest it’s ever been. And cheap for a company with a 260% roe

[Steven Tuchner @stevetuchner]

@BurkiesTurkeys @BourbonCap Trailing maybe. 24x this year. 21x next year.

Either way, never been this cheap. Ever

[Steven Tuchner @stevetuchner]

At 59, I'd never written a line of code. Three months later, with @AnthropicAI's Claude Code, I built my firm's entire equity research platform myself. 114,000 lines.

For fifteen years I carried a complete equity research framework in my head — a single, consistent way to score every company in our universe, every day. I knew precisely what I wanted built. Over the years I hired developers to build it, and the gap between deep markets knowledge and real engineering proved too wide. The idea sat on the shelf.

Claude Code removed the translation layer between what I knew and what I could build. We call it the Visualizer: a proprietary model that ranks by Quality and Valuation, pulling more than 700,000 data points every day to score our entire stock universe across 54 factors. It processes fundamental data on 1,160 companies, monitors news, regulatory filings, and earnings in real time, assists with risk management, and writes single-company equity research. Built, for the first time in my life, by me.

Let me be precise about what it is and what it is not. I have managed money for a long time, and the Visualizer does not manage it for me. It is a research tool. It sharpens my decisions and broadens the universe of companies I can cover. The judgment remains mine; the Visualizer simply makes it better.

The lesson, if there is one, is not about me. It is that the distance between knowing something and being able to build it has collapsed. That is true whether you are 25 or a 59-year-old money manager who finally built the thing he'd been carrying in his head for fifteen years.

[Steven Tuchner @stevetuchner]

@IWeatherON Pos power company. Worst of all time. Fu

[Steven Tuchner @stevetuchner]

@patrick_oshag Stupid statistic. Companies are global. Calculate % foreign sales and use those gdps.

[Steven Tuchner @stevetuchner]

@Mr_Derivatives Subtract GitHub and investments in OpenAI and anthropic (200b). So it’s even worse in reality.

[Steven Tuchner @stevetuchner]

@CiovaccoCapital Good video. Ty

[Steven Tuchner @stevetuchner]

@FIREDUpWealth Kimberly clark. I haven’t stopped crying. Gone through 12 box of Kleenex.

[Steven Tuchner @stevetuchner]

@StockOptionCole I bought it in 2020. I have 106k

[Steven Tuchner @stevetuchner]

@GrindeOptions Certainly not priced in

[Steven Tuchner @stevetuchner]

@dividendology 0. Off balance sheet. Credit. War war. Hormuz. Credit. Depreciation. Interest rates. Inflation oil. Oil. War. Trump. Credit. Ai. Software. Credit. War. The fed.

Get it yet. No one gives a shit about fundamental.

[Steven Tuchner @stevetuchner]

@optionscjp Google releases shit that works. Not shit