The Finch

software guy trying to learn to be a stock guy. Follow my trading, and investing in general.

[The Finch @TheFinchCapital]

Checking my portfolio after my morning meetings

[The Finch @TheFinchCapital]

@FrontRangeHQ Don’t tell me what to do

[The Finch @TheFinchCapital]

@FrontRangeHQ

[The Finch @TheFinchCapital]

@FrontRangeHQ What does it say about us if we trust the each other's conviction more than our own 🙃

[The Finch @TheFinchCapital]

@FrontRangeHQ @GrumpierBTDay I definitely do not know anyone who has done this........

[The Finch @TheFinchCapital]

I would disagree here, as someone who is at a company with a heavy lean in to AI usage. AI just improves your speed to do things, if you are not great at doing those things you just produce more of what you originally did. If you did good work you produce more of that, if you do bad work you produce more of that. I would argue that it actually widens the gap between elite performers and average/bad employees.

[The Finch @TheFinchCapital]

I don’t follow the nba that much anymore, but as a Seattle native I’m always happy to see the thunder lose

[The Finch @TheFinchCapital]

@jrouldz Thoughts on Becker from clear? She seems to be a force as well.

[The Finch @TheFinchCapital]

@stocktalkweekly Best service out there, pay the man and learn from the best. I’ve learned a lot over the last ~6 months of being a member, and my returns show that. Not just in following your calls, but it’s helped with my own stock picking as well.

[The Finch @TheFinchCapital]

@JoshKale Doesn't Blue Origin have a second pad that was in progress at the same facility. Depending on if that took much damage they may be able to finish that faster than assessments and repairs on the existing pad.

[The Finch @TheFinchCapital]

Measuring by tokens is how you get that company spending 500 million in a month on tokens...

2 points though, first we're still early, i think a lot of companies are trying to figure out how to use it and apply it to the right things efficiently. Second being, this is as bad as the models will ever be, I think we're trending to a place where models may not require the levels of workflows/prompting required now to make them performant.

[The Finch @TheFinchCapital]

@FrontRangeHQ

[Ouster @ousterlidar]

Ouster lidar heading to the moon 🚀🌑

[The Finch @TheFinchCapital]

@SteveUrkelDude Bill gates selling Microsoft, bill ackman buying, which bill is best?

[The Finch @TheFinchCapital]

@usppdd r/agedlikemilk

[The Finch @TheFinchCapital]

$AEHR cant stop, wont stop. This is a wild run.

[The Finch @TheFinchCapital]

@WOLF_Bitcoin_ I’m not sure how you can rationalize giving China the best compute chips is a good thing for the US just because nvidia makes more money and “is an American company.” Unless that is you are positioned to make an absurd amount of money by doing so

[The Finch @TheFinchCapital]

@YodaStockInvest If you don’t want to manage your money and just passively invest diversification is smart.