Simon Wongsuwarn

Ex-$40M MarTech COO, retired at 40.
MSc in Psych + PhD in Physics.
Now a hobby investor holding NBIS since $21.

[Simon Wongsuwarn @wongosaurus]

@mvcinvesting Manuel spitting fire, love to see it :)

[Simon Wongsuwarn @wongosaurus]

@GabGrowth Hindsight bias

[Simon Wongsuwarn @wongosaurus]

@amitisinvesting same

[Simon Wongsuwarn @wongosaurus]

@Cashencarlo1 @mvcinvesting Like who? Don't get me wrong, I think the argument is silly but nevertheless I'd like to examine the bear perspective (assuming this isn't a straw man, which itself would also be worthy of examination)

[Simon Wongsuwarn @wongosaurus]

@jukan05 the prospect of waiting for solana:56DeqXiADWY2Y3iD8pdbpTi9jhXXneofTY5dp4Xjpump is looking less attractive every week ;)

[Simon Wongsuwarn @wongosaurus]

@amitisinvesting just feels like too much of a Donald Rumsfeld situation to buy or sell rn

[Simon Wongsuwarn @wongosaurus]

@Para_Capital If you hold [insert any ticker in the market] it’s not too late to jump ship to $NBIS :)

[Simon Wongsuwarn @wongosaurus]

@MelvinInvests $NBIS is depreciating Blackwells to zero over 5 years while $CRWV is hiking rental prices on Amperes after nearly 7 years. So bullish!

[Simon Wongsuwarn @wongosaurus]

@penguinvesting $NBIS management's 2027 exit ARR and exit active-power targets would likely do it :)

[Simon Wongsuwarn @wongosaurus]

@EndicottInvests At this point Arkady could come out saying hold my beer $nbis customers are paying up to 150% in pre payments 😆

[Simon Wongsuwarn @wongosaurus]

@theSSHHIP Hooray, thanks for the Duo update! I use SSHHIP on an iPhone Duo, so if you want TestFlight testing, screenshots, screen recordings etc. just let me know.

[Simon Wongsuwarn @wongosaurus]

@ren_stocks if it comes out that Dario is having an affair with a spy too I'm liquidating everything and moving to the woods

[Simon Wongsuwarn @wongosaurus]

things to question about your girl today:
- is her egg fried rice suspiciously good
- does she crush at Mahjong
- is her skincare routine more proprietary than the $NVDA CUDA moat
If so, it may already be too late for you

[Simon Wongsuwarn @wongosaurus]

@Dr_Crossroads I cannot wait for any updated $NBIS ARR guidance! Much less excited at how algos might decide to respond to headline RPO misses though.

[Simon Wongsuwarn @wongosaurus]

@TheBigBerbowski The daily one that my codync agent produces daily for my using my personal curated X-sources List (which of course includes @TheBigBerbowski), opus-5.5 for scripting and gemini-3.8-flash-tts for audio. It's surprisingly good, if I do say so myself :)

[Simon Wongsuwarn @wongosaurus]

@Couch_Investor @bot I've switched to https://t.co/BrrYVzgJQR. That sudden usage throttling by Grok @bot is not something I'd like to have to spend time adjusting my whole setup for again. Sharing in case of use!

[Simon Wongsuwarn @wongosaurus]

@geokoutalidis Yooo, is that mini display designed for candlestick charts?

[Simon Wongsuwarn @wongosaurus]

@EndicottInvests What do you mean by capture?