
Timothy
366 posts

Timothy
@TimothyTarab
Stock enthusiast investing in stocks with strong moats and high growth.
Deutschland Beigetreten Aralık 2020
321 Folgt130 Follower

@RyshabTalks Claude ist the best AI currently for us consumers. I was also amazed about what it can do
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Claude is amazing!
I created a Investment Methodology MD file to gather all my formulas and thoughts. Some are formalized in my methodology and some are flags or mental checks.
Claude went through everything with me over a couple of hours and here is where we stand once it understood my thought process of how I use my methodology.
A clear step guide to improve the materials and such great detail in producing incremental improvement.
I have just been using Claude for 2 days now in a serious way. This has already improved my methodology and clearly points out where I am FOMOing vs. sticking to my principles.
I like what I see. I think there is a lot of improvement coming to my methodology and the use of it.

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@RyshabTalks You discovered that Junior Dev work is now a commodity.
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I seriously tried Codex today. Put in about 3 hrs of work. I created my own to do app. It can do 50% of the features of one of the best in class to do apps that I pay for. On a scale of 1 through 10, my app was given 5.5 vs the best in class at 9.
This is just 3 hrs of work and no real experience with Codex at all. And since I am designing with my needs first, it does things my way and it feels easy to use.
What I will say is this - it is really amazing what it can do with just a few prompts and how accurately it debugs stuff. If I genuinely put in a month's worth of work with one hour dedicated each day, I think I can easily create a to do app with multiple integrations and about a 8+ rating.
I do see how software could be in real trouble. You don't appreciate the details until you start to get into the weeds. This is still like year one in terms of platforming coding. Fast forward a couple of years and I can see the app world around us completely reset.
The only way to survive this is using AI as a tailwind and built features at breakneck speed. And build communities that will make switching harder.
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@LynAldenContact So? The guy pivots and gives a damn about sunk cost. You all know the origins of Facebook. This is what makes the guy so vicious.
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It’s still nuts to think about how much Facebook invested in this direction and then literally changed the company name around it.
More Perfect Union@MorePerfectUS
Meta is shutting down its VR metaverse on June 15th.
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@TimothyTarab The low gross margin rate is what is holding me back. Otherwise, looks good.
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Who knows more about Amplitech Group $AMPG?
Looks like an explosive micro cap opportunity. The OpenRAN tech seems promising. The TAM is there and the big boys in the space are legacy.
It scores really high on my quant model and that's mainly because of very high forward growth and has a path to profitability in the next 12 to 24 months.
Do you have an opinion about it? Would love to hear.
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@BarbellFi 6 Figures at least even in Germany
Stuttgart, Germany 🇩🇪 English

@SayNoToTrading @PlantBasedNews The bio availability of protein in eggs is unmatched.
Stuttgart, Germany 🇩🇪 English

@PlantBasedNews Another advantage over eggs:
Gut bacteria break down high-sulfur compounds in eggs (like methionine) into hydrogen sulfide gas.
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@Cali_G0lfer @JoshKale Appreciated. Still I do not buy the story or at least the timeline…
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So there's this 24 year old who got fired from OpenAI named Leopold Aschenbrenner who raised $1B then grew it into $5.5B... IN ONE YEAR
He dumped his Nvidia position and now he's buying every Bitcoin mining company in America. But not because of Bitcoin...
Because they already have the two things every AI company is desperate for:
- Power grid access
- Permits that take years to get
It's like buying a bar that already has a liquor license instead of waiting 3 years for one
These companies are already pivoting from crypto to AI hosting. He's buying them before the market prices it in.
The smartest trade in AI right now is not about the chips, it's all about how you get them powered


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@RyshabTalks It's a and and not or, we need both and copper is and will be the bread and butter.
Stuttgart, Germany 🇩🇪 English

@TimothyTarab With the demand still ramping up, copper is nowhere near done. And I believe it has better reliability on top of that.
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No, because it's one of the many dreams (marketing moves) of Elon. He over promised and under delivered on most of these things (mars colony, self driving, etc.) If you had any idea about the problems of data centers in space like cooling in a vacuum and even putting the up there in the first place... But yeah, let's speak in 10 years.
Stuttgart, Germany 🇩🇪 English

@TimothyTarab @JoshKale Why? Cuz you holding IREN and hope it doesn't?
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@hubertlepicki thesportsrush.com/nba-news-do-me…
It's because of Shaq.
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Not obese, they can actually cross their legs.
Whale Psychiatrist ™️@k_ovfefe2
Why do European men always sit like this
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@JoshKale Too bad Elon and SpaceX are going to make ground based AI Data Centers obsolete within 2-3 years.
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