William Andreasyan

Investor

[William Andreasyan @WAndreasyan]

@bp22 $HWM is a well positioned second-order beneficiary, they are one of three global players that supply airfoils for virtually every major engine program, including Rolls-Royce. Strong tailwind for their Engine Products segment with commercial aero upside too. ✈️

[Ming @tslaming]

Antonio Gracias, Elon Musk’s best friend, loaned Musk $1 million to keep SpaceX alive 🤝

Now he is poised to make as much as $140 billion from SpaceX’s IPO, making him one of the 50 wealthiest people alive, according to Fortune 💰

[William Andreasyan @WAndreasyan]

Lots of pushback on this for its timing.

First, this is marketing material for allocators, not meant for you.

Second, if you’re looking for alpha on coatue posts, you’re ngmi.

[COATUE @coatuemgmt]

Memory is the new bottleneck.

Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years.

[William Andreasyan @WAndreasyan]

Same problem $GOOG had but 10x the scale and 100x the difficulty. The execution from that team is still so underrated.

[Brian Chesky @bchesky]

@danywander Around $100 billion goes through our app every year. Redesigning a flow that is AI-native but doesn’t kill conversion in the near-term is the hard part.

[William Andreasyan @WAndreasyan]

WRONG.

[William Andreasyan @WAndreasyan]

There really is a tweet for everything.

[Donald J. Trump @realDonaldTrump]

While our wonderful president was out playing golf all day, the TSA is falling apart, just like our government! Airports a total disaster!

[William Andreasyan @WAndreasyan]

WRONG.

[Bloomberg @business]

The TACO trade in US stocks — in which every selloff was a buying opportunity — may be officially over, @jonathanjlevin says (via @opinion) https://t.co/LZUSibKjEb

[William Andreasyan @WAndreasyan]

The fact they’re all under 5’6 tells us something deeply profound about the human condition.

[Tarek Mansour @mansourtarek_]

This is how Kalshi Q1 board meeting ended.

cc @Alfred_Lin @matthuang @aleximm @luanalopeslara @_charlienoyes @abhishekm1636

[William Andreasyan @WAndreasyan]

Stock is down so cmg=unh=bac=amzn. Welcome to the stock market in 2026..

[Mojo @MrMojoRisinX]

Final answer: It's the same stock.

MSFT/AMZN/V/MA/FICO/SPGI/JPM/BAC/HUM/UNH/TMO/DHR/DPZ/CMG all share nearly identical factor profiles of growth, momentum, quality, capital allocation discipline, institutional shareholder bases, et al.

[William Andreasyan @WAndreasyan]

If your investment thesis is predicated on proving a negative, you’re ngmi

[William Andreasyan @WAndreasyan]

Hardened vets don’t encourage war

[Hamlet @inwoodcapital]

I consistently get inbounds from undergrads or early career grads looking to move into the industry. Not sure if it’s age/experience/battle wounds or what but I feel like I sound pretty pessimistic about the HF path to younger folks who seem to have a romanticized idea of the job

[Martha Stewart @MarthaStewart]

OiI

[Godel Terminal @GodelTerminal]

South Korean Newspaper

[William Andreasyan @WAndreasyan]

ceomogged

[tobi lutke @tobi]

@elkelk this is false.

source: running $150b company

[Math Files @Math_files]

Paul Erdős (1913–1996) was a Hungarian mathematician famed for his brilliance, originality, and unusual lifestyle.

He saw mathematics as a shared human activity and collaborated with over 500 mathematicians worldwide, traveling constantly with no permanent home.

Erdős wrote more than 1500 research papers—one of the largest outputs in history—mainly in number theory, graph theory, probability, and discrete mathematics.

He had an exceptional talent for identifying problems that were difficult yet solvable and often offered small cash prizes for their solutions.

Giving away most of his earnings, he lived solely for mathematics and died fittingly at a mathematics conference.

[The Figen @TheFigen_]

Pablo Picasso once said:
“My mother told me: if you become a soldier, you will become a general. If you become a monk, you will become pope. But I was a painter and I became Picasso.”

[William Andreasyan @WAndreasyan]

The beatings will continue until morale improves.

[William Andreasyan @WAndreasyan]

@JerryCap $NOW and nothing else in this thread is close.

[William Andreasyan @WAndreasyan]

Politicians obsess over maximizing revenue. They should obsess over optimizing value per tax dollar instead.

[Ro Khanna @RoKhanna]

Peter Thiel is leaving California if we pass a 1% tax on billionaires for 5 years to pay for healthcare for the working class facing steep Medicaid cuts.

I echo what FDR said with sarcasm of economic royalists when they threatened to leave, "I will miss them very much."