tolomy erpf

Father of four great children. Lucky husband of a great woman. Avid rider of everything on two wheels. Retired semi/tech analyst.

[tolomy erpf @tolomyerpf]

@Porter_and_Co @Zeninthemarkets Every stock in PHLX Semiconductor Index closed below its 50 SMA today for the first time since April 2025.

[tolomy erpf @tolomyerpf]

@dennisc230 Should be third or fourth most profitable company in SPX in 2027. It’s 16th largest market cap in the index. Not saying it needs to grow to be third largest market cap, but gap should narrow at some point before the eighth inning…

[tolomy erpf @tolomyerpf]

@801010athlete Permethrin-treated shoes/socks/pants is the move, plus shower + full tick check after hikes/yard work. Also worth asking your doctor about having a 200mg doxy dose available for a high-risk deer tick bite — useful if taken within 72 hrs (and criteria match).

[tolomy erpf @tolomyerpf]

@801010athlete spent my weekend w americano and different kind of relaxing

[tolomy erpf @tolomyerpf]

Leopold Aschenbrenner = ex-OpenAI researcher who thinks AGI arrives ~2027 and kicks off an intelligence/industrial arms race.
His thesis: compute + chips + power + data centers + geopolitics.
AI is infrastructure scarcity trade.
Not exactly non-consensus anymore… which is why he also shorts the crowded AI names in size.

[tolomy erpf @tolomyerpf]

@801010athlete With you in copper: ERO