thooms

yard or bust

[thooms @thoomsfn]

@ThematicTrader Any thoughts on SUNRUN?

[Create Profit @Create_Profit]

POV: You were good at Fortnite as a kid.

[Fixed Income Guy (top 0.1% on bloomberg) @FICMBondTrader]

Your salaried friend on any given day of the week 'working' 80+ hours in IB

vs

Your 100% Commission friend who only gets paid if he executes

[Jelitics @Jelitics]

$100 million net worth before 2030.

I’ll come back to this tweet when it’s done.

[Franco @ak_dfranco]

Bro....

[ Q-Cap  @qcapital2020]

EVERY BULL MARKET HAS THEIR SACRIFICIAL LAMBS

WE HONOUR YOUR SERVICE

[anthony @tony_bagz]

What a fucked up day man

[Cole @StockOptionCole]

Leopold Aschenbrenner this month

[Trav @hypergrowth102]

Six things that can increase your odds of being an investing anomaly-

1) Buy stocks for pennies on the dollar (and never buy at IPO)

2) Buy founder led honest management (this is key)

3) Buy the industry leader disrupting a segment that is archaic with massive need for improvement (healthcare is the best example currently)

4) Always buy stocks you think you would want to hold forever (if the stock is not a “hell yes” it’s a no)

5) Buy at small cap stage (you will increase odds >2x your current CAGR buying high quality small caps)

6) Allocate accordingly based on risk you see in the stock. Smaller allocations toward less conviction plays and vice versa.

[Heart @heart_]

never choose physical settlements on oil futures 😭😭😭

[Michael Dell 🇺🇸 @MichaelDell]

Never forget where you came from.

This is the house I grew up in on Grape Street in Houston.

[Trav @hypergrowth102]

Every self made billionaire was all in a small cap at one point.

[Arena.ai @arena]

Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.

This is a 17-place jump from Kimi-k2.6 (#18 -> #1).

In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5.

The full model weights will be released by July 27.

Congrats to the @Kimi_Moonshot team on this major milestone!

[DramaAlert @DramaAlert]

The robot fighting league is getting serious.

[Antonio Linares @alc2022]

The stock market will run a test every once in a while to see how much of a pussy you are

[Trav @hypergrowth102]

Undervalued small caps are the best way to get rich.