Thomas Lee

Fundamental investing with a global macro overlay.
Ex JP Morgan Chase

[mark @capital_vmv]

In complex systems, influence is determined less by individual ability and more by the number of people who benefit when you succeed.

[mark @capital_vmv]

The most interesting part here is the phrase, "something didn't go as planned." Because if this theory is true, it would imply that at some point Bitcoin evolved beyond its original design and became something its creators never fully expected or intended.

[mark @capital_vmv]

The most impressive part is not that he didn’t speak German. The most impressive part is that nobody noticed for eight months.
This is a classic case of a short position in the German language being suddenly liquidated by the market 😂

[王局志安 @wangzhian8848]

经济学人这篇文章比较业余，这一事件不是男性对女权的反抗，当然不排除其中会有男性从这个角度解读，但更重要的还是因为，公众无法容忍现实当中一个因为琐事杀掉自己丈夫的杀人犯，通过电影美化自己。这是对受害者的不公。更无法容忍导演对现实的干预，如母子儿子的谅解，死者丈夫的妈妈对杀人犯的接纳，都是明显违背伦理的，也是对未成年人的二次伤害。

了解中国还是要多看王局拍案，所谓的国际顶级杂志，碰到中国题材的叙述逻辑，在我们这里选题会的初级讨论都通不过。

[mark @capital_vmv]

Bessent announces he is destroying primary crypto use case.
Via @Kathleen_Tyson_

[Brett Krieger @BrettKrieger12]

FYI the Palantir bros are back baby

[Thomas Lee @thomaslee311]

Wow

[Hussain Ibarra @HussainIbarra]

This is Dan Koe.

• Has 4,800,000+ followers
• Makes $4.2M/year as a one-person business
• Wrote the most viral Twitter Articles with 182M views

I spent the last 3 years and bought all of his courses to find his secrets.

Dan Koe's 6-step process to dominating social media:

[Thomas Lee @thomaslee311]

@BillAckman 👀

[Bill Ackman @BillAckman]

Powerful and true. You should always listen to people you respect, but you have to make your own decisions.

My parents often told me that I never listened. I told them that was not true. I always listened very carefully, but I always made my own decisions.

You have to live your own life.

[mark @capital_vmv]

Instagram is digital Monaco.

Twitter/X is basically a digital post Soviet courtyard filled with macroeconomics, memes, and existential crisis 24/7.

[Kevin Jon @thekevinjon]

"YouTube SEO is dead."

Me, generating 500+ leads for clients every single week from YouTube af

Everyone says the same things:

• "AI killed SEO"
• "Only big channels get views"
• "Video doesn't convert B2B"

Meanwhile, we quietly ran the playbook.

1,000%+ organic traffic growth for clients
five-figure revenues attributed to organic video
Consistent results over 12 months, Zero ad spend

YouTube SEO didn't die.

The thing is, YouTube content doesn't just rank on Google but also feeds directly into ChatGPT, Claude, and Gemini answers.

LLMs pull from transcripts, channel authority, and video engagement signals. Meaning every YouTube video you make is now also an AI visibility asset.

I wrote everything down. The exact system we use.

Comment "VIDEO" and I'll DM you the playbook. (must be connected with me)

[Mike @MikeLongTerm]

$PLTR @PalantirTech is doing exceptionally well in Japan because

Japanese companies are obsessed with Efficiency!

Japan is probably the most efficient country on Earth.

It is like Efficiency is deeply woven into every aspect of Life, not just in enterprises.

Japan is amazing!

[Mike @MikeLongTerm]

$PLTR Fun fact

@PalantirTech was given $5-$6 Price target in 2022-2023.

Imma give u the name, it was Citi, Morgan Stanley, and RBC Capital.

And yes these analysts still have those jobs today.

Burry is late to this stupid game, and he will lose too.

[mark @capital_vmv]

True

[Davis. @Davis_C15]

$PLTR

Snapchat reminding me what a beat Palantir is.

“A juggernaut is emerging. This is the software century, and we intend to take the entire market.”

You can count SaaS out, but not pili. 😎

[mark @capital_vmv]

While some Western countries are tightening immigration policies, experiencing rising political fragmentation, and struggling with the pressures of deglobalization, China is moving in the opposite direction by attracting talent, retaining capital, strengthening its domestic consumer market, and building a vast integrated economic system designed for long term strategic resilience.

[mark @capital_vmv]

👀

[Thomas Lee @thomaslee311]

@Dr_Crossroads True

[Crossroads @Dr_Crossroads]

$PLTR Great note on Palantir's positioning (and fair on valuation for now).

"We continue to believe Palantir remains uniquely positioned to benefit as part of an enterprise’s evolving AI orchestration layer, benefiting from dynamic growth across the intelligence layer and continued AI diffusion across the economy."

[mark @capital_vmv]

Affogato is perfection ☕️