Vahe

dad, engineer, investor

[Vahe @yotokos]

@TokenGremlin the reality is that Anthropic is running circles around Google and OpenAI

[Vahe @yotokos]

@CKCapitalxx prepare for worse and no v-shape recoveries, think long term and use the opportunity to buy good companies for reasonable price and hold them for many years

[Vahe @yotokos]

FinX is net negative for investing. Too much stimulation, full of bs, almost all accounts preaching gambling rather than well understood meaningful investing habits and strategies. It is mostly grow accounts using confirmation bias by posting stock picks when market rallies, and then going quiet when things turn red. Almost impossible to filter out nonsense accounts, unless you know the person behind the account from elsewhere.

[Vahe @yotokos]

@pepemoonboy think long term, the problem with this market is that it is so eventful that people stop thinkj g long term and focus on the next day / week / month at best.

Buy good companies and hold them for a long time.

[Vahe @yotokos]

@CKCapitalxx What is happening to AI stocks is very similar to what happened earlier in the year to space stocks. Whatever $SPCX IPO did to space stocks, $ANT IPO is doing to broader AI stocks.

[Vahe @yotokos]

$NBIS $NVDA $MU and other AI infra stocks are down not only because of the blue wave but also because big bucks need to prepare for the Anthropic IPO, the real AI pure play.

[Vahe @yotokos]

@kevinxu stock market is not life

[Vahe @yotokos]

@Pop_Clave Khabib is at least elite, Djokovic at least immortal legend

[Vahe @yotokos]

@firstadopter @Kantrowitz where do you think ChatGPT gets the data to respond to users’ search requests?

[Vahe @yotokos]

@CKCapitalxx so painful, we’ll see next week, it is going to be a fun one too

[Vahe @yotokos]

The $GOOG debate isn't "is search dying." It's whether AI Mode can make money like blue links did. Engagement is holding up, with the fastest query growth in 5 years. But Google spent two decades tuning search ads with no real rival. Can it do that again with AI, under competition? That's the question.

[Vahe @yotokos]

it is clear that search ads are dead, the questions are
1) what are the effects of that on businesses that relied on search ads?
2) where will high intent marketing budgets go?
3) will $GOOG be able to figure out a way to monetize ai mode and overviews as well as it did with search?

[Vahe @yotokos]

@jack velocity and personalization

[Vahe @yotokos]

@jack Great tech. Privacy? Ideas to improve HMI in shared spaces (e.g. open office, multi-person room)?

[Vahe @yotokos]

@Kaizen_Investor you’re overthinking here with your analysis, this is just one of multiple companies in space sector, which is going though Gartner Hype Cycle, as a proper business it may be analyzable far out in the future, but who knows what the world will look like by then.

[Vahe @yotokos]

$AMZN still looks interesting, but not chasing it. I'd sell puts at $205, ~21% lower. If it comes to me, great. If not, I wait. Not advice.

[Vahe @yotokos]

$INTU at these levels looks attractive, compounding business. Selling puts near the $285 strike pays to wait for an even better entry. Not advice.

[Vahe @yotokos]

The market still prices $GOOG (~$335) like a search company in decline. I think it's worth far more. I'd sell puts near the $325 strike and gladly take shares if assigned. Not advice.

[Vahe @yotokos]

@realMeetKevin it started, you will not see AI bending the GDP curve, it is will look very smooth, don’t expect a step change, neither electricity nor internet did it, it is a slow and steady process

[Vahe @yotokos]

Grok @bot is an amazing product.

To be absolute winner

1. Frontier model. Astra, Fable level.

2. Computer use.

3. Shared agents.

@elonmusk