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Booolesh
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Booolesh
@Booolesh
Booolesh vibes only ! long $OPEN & $TSLA leveraging market insights to drive impactful returns. tech executive fortune 500
Joined Aralık 2024
1.7K Following1.2K Followers
@adcock_brett @itslinklauren This reminds me when joe biden had general motors at the white house lol
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First Lady Melania Trump arrives for the Fostering the Future Together Global Coalition Summit today at the White House with a robot
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@moninvestor The only way they will succeed is if Ai will need gaurdrails, but any llm can just build those at this stage
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Could a tiny computer in your underwear—a so-called Fitbit for farts—be the answer to America’s gut-health problems? Christopher @Mims gives it a try. on.wsj.com/3OrXV1R
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@amitisinvesting Trump isn't going to risk the us economy for some war in the middle east, there is literally any gain of it - other than the narrative of nuclear weapons.
Ideally derisk the war and plan a different way to coup the regime through cia
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So let’s get a sense of the vibes now that Trump has said this…
If you aren’t long, would you go long?
If you are long, would you derisk?
If you are short, would you double down?
The war isn’t over, but this shows Trump might not want to escalate as much as people think…
amit@amitisinvesting
TRUMP: - POSTPONING ENERGY STRIKES ON IRANIAN POWER PLANTS - WE HAVE HAD VERY STRONG AND PRODUCTIVE CONVERSATIONS OVER THE PAST TWO DAYS We’ve been through this story so many times. Every time. Every single time. Not sure if this is the official TACO but markets like it.
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@D3GSolutions It’s a beautiful thing. This might sound crazy, but the only reason I haven’t cashed out yet and live happily ever after is because I want be able eliminate any worry for the rest of my family for the rest of their lives.
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@StonkChris @jrouldz @jonbrooks Are you guys planning to buy $open? Lots of improvements in the past 6 months?
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@jrouldz @jonbrooks Not even trying to make it that way just stating the facts lol
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Public real estate brokerage stocks just got obliterated:
Zillow: -70%
Compass: -80%
Redfin: -90%
Opendoor: -95%
Average: down ~85%
This wasn’t a “bad year.”
This was the market realizing:
Real estate isn’t a tech business.
It’s a transaction business.
No volume = no revenue
Low margins = no profits
High overhead = no forgiveness
2020–2021 was a liquidity-fueled illusion
2022–2026 is reality
And the stocks already repriced it.
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How your portfolio can look if you commit to this strategy for many years 😎
(Full disclosure I did sell most $RGTI and half of $QBTS last year, just holding some small remainder bags now)
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@elonmusk @peterwildeford Xai will be first to go public, it says alot
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@peterwildeford xAI will catch up this year and then exceed them all by such a long distance in 3 years that you will need the James Webb telescope to see who is in second place
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Based on the data I see, I think:
- Anthropic🇺🇸/Google🇺🇸/OpenAI🇺🇸 all ~tied
- Meta🇺🇸 / xAI🇺🇸 each ~7mo behind
- Moonshot🇨🇳/- Deepseek🇨🇳 / zAI 🇨🇳 / Alibaba🇨🇳each ~9mo behind
- Mistral🇫🇷 ~1.5 years behind
- No other companies competitive
Ethan Mollick@emollick
Both xAI and Meta seem to be falling behind, based on the Grok 4.2 benchmarks and this reporting. Frontier AI models are really a three way race at this point.
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