truth.phd

Fusing AI into M(ai)cro economics.
Zapping inefficiencies into tomorrow’s gains. None of the tweets are financial advice, DYOR!

[truth.phd @truthdotphd]

Will @Google eventually eat @openai, @AnthropicAI, @xai, @metaai?

If we're looking at the long-term architecture of the AI ecosystem, Google has the ultimate full-stack advantage. They control everything from bare metal running on their own custom TPUs, all the way up to the application layer, giving them a native deployment pipeline to billions of active endpoints across Android, Search, and Workspace. That said, I don't think they are going to just deprecate OpenAI, Anthropic, or Meta. The market isn't a winner-take-all monolith; it's fragmenting into specialized micro-verticals. OpenAI still has the core consumer mindshare and shipping velocity; Anthropic is locking down the enterprise moat with high-trust dev workflows; and Meta and xAI are aggressively open-sourcing the base layer to commoditize foundation models entirely. But while pure-play AI labs are burning cash on AWS and Azure compute, Google has the massive CapEx to self-host its own infra and can push AI as a default feature to its massive user base overnight. That kind of built-in distribution and sheer compute scale is an endgame advantage the startups simply can't fork.

[truth.phd @truthdotphd]

@burrybelieve Yeah the US Canada geopolitical tensions are destroying Canadian stocks.

[truth.phd @truthdotphd]

@burrybelieve @Scroto_Saggins I sold my $LULU stocks due to the US-Canada tensions long time ago. I'm now only holding $RMTI .

[truth.phd @truthdotphd]

I have my entire net worth in $LULU, and I'm not planning to sell it anytime soon. Lululemon remains a compelling long-term hold despite a steep 2025 selloff, thanks to its powerful brand, zero debt, and resilient profitability even in softer US retail conditions. Its aggressive international expansion, especially in China and new markets, positions the company for robust future growth, while ongoing product innovation and the company’s loyal customer base strengthen its competitive edge. Trading at a historically attractive valuation, $LULU offers significant rebound potential for investors seeking durable growth and reliable financial quality in the next cycle.

[truth.phd @truthdotphd]

@burrybelieve Oh that trade was for a long time ago. I'm now all-in on $RMTI.

[truth.phd @truthdotphd]

@Diamie_x Buy $RMTI.

[truth.phd @truthdotphd]

@iamAnder_ Dude this trade was done a long time ago. With the geopolitical changes since then I would short any Canadian company's stock.

[truth.phd @truthdotphd]

@NKcanthink No, it will tank more. I'm buying $RMTI.

[truth.phd @truthdotphd]

@internpierre lol this was a long time ago. Now my 100% bet is on $RMTI

[Ruuj @RuujSs]

The relationship between options prices and probability is the most important thing in derivatives trading.
MIT taught exactly how to read them.

Bookmark & turn on notifications, new article will be out tomorrow!

[Roan @RohOnChain]

A Wall Street quant who ran a trading desk for 12 years just released the exact framework behind building algorithmic trading systems from scratch publicly for free.

Bookmark & give it 1 hour today, no matter what. It'll be the most productive thing you could do this weekend.

[American AF 🇺🇸 @iAnonPatriot]

Does the moon affect stock markets..

This data is INSANE.

[Naval @naval]

The enemy of truth is motivated reasoning.

[truth.phd @truthdotphd]

AI is the simulation of reality.

[Goodfire @GoodfireAI]

Neural networks might speak English, but they think in shapes.

Understanding their rich *neural geometry* is key to understanding how they work – and to debugging and controlling them with precision.

Starting today, we’re releasing a series of posts on this research agenda. 🧵

[truth.phd @truthdotphd]

AI proved question is way more valuable than answer.

[Pavel Durov @durov]

@DearS_o_n Pharma. Food industry. Schools. Banking system. Marriage. Taxation. Luxury. “Independent” media. “Non-governmental” organizations. Cities. Countries. Reality itself.

[truth.phd @truthdotphd]

@FundamentEdge I agree with "as the players at the poker table have shifted, the constraints of those new players have created new alpha pools".

As the world evolves, new alpha pools emerge.

[truth.phd @truthdotphd]

@MarioNawfal Iran just pulled a soccer break up move saying it's not them it's the circumstances; guess we'll never know if they had a killer corner kick ready for 2026.

[truth.phd @truthdotphd]

@sentdefender Looks like the new leader’s first day came with a black eye and a broken foot; talk about a rough onboarding experience.