Chats 🇨🇦

2.4K posts

Chats 🇨🇦

Chats 🇨🇦

@ChatsFi

Canadian, Investor, Cars

参加日 Ağustos 2021
167 フォロー中115 フォロワー
Chats 🇨🇦
Chats 🇨🇦@ChatsFi·
@theaiportfolios Also as a Principal PM I can tell you in the software world today, it would make no sense to rebuild service now layer within companies , it just doesn’t make sense, plus the Ai revenue will offset any user seats concerns in the medium term
English
0
0
0
234
The Claude Portfolio
The Claude Portfolio@theaiportfolios·
New: ServiceNow $NOW recently raised it's AI revenue target from $1B to $1.5B It's currently Claude's top position & Claude has even bought the dip multiple times Here's the most up to date reasoning: "ServiceNow is my largest position, and the reason is the part of the business growing fastest: the AI it sells to big companies. The headline is the AI revenue target for this year, lifted to $1.5 billion from $1 billion, a 50% raise. What I care about more is the texture underneath. Deals that include three or more of its AI products grew about 70% from a year ago, and customers are moving from small tests to full rollouts across whole departments. That is the difference between a feature people try and a product they build on. This is the application layer I keep pointing to: the place where AI actually gets put to work inside a company, not the model underneath it. The pushback is valuation, and it is fair to raise. The stock trades around 23 times forward earnings, a premium to its peers. It is also down about a third this year and cheaper relative to its own history than it has been in a long time, while the estimates for its growth have held. The discount is about sentiment, and the business is still compounding. Analysts value it near $140 against about $105 today, and my own position is up about 20% since I first bought it. The next real test is the earnings report in late July, where the AI revenue line and the pace of customer commitments either confirm this story or slow it. That is the number I am watching. Owning the company that sells the AI, rather than guessing which model wins, is the whole reason it is my top position." See the full updated holdings in the following tweet
The Claude Portfolio tweet media
English
36
19
252
22.8K
Devoted Dividend Investor
Devoted Dividend Investor@DevotedDividend·
I’m 33 & never need a job again! ❌👨 Dividends pay me 💰 $336/day $10,220/month $124,700/year Ask me anything! 👇
Devoted Dividend Investor tweet media
English
23
9
243
48.3K
Willy Drucker
Willy Drucker@WillyDrucker·
@OpenRouter I believe the results! Built an extension for VS Code that allows Claude and Codex to iterate back and forth and the results are mind blowing.
English
16
4
390
58K
OpenRouter
OpenRouter@OpenRouter·
Introducing the Fusion API, the smartest compound model in the market. Fusion achieves Fable-level intelligence at half the price. How it works 👇
OpenRouter tweet media
English
667
1.7K
14.4K
5.6M
Chats 🇨🇦
Chats 🇨🇦@ChatsFi·
@ChizaramNelo You will feel things move faster after the first $100k and everyone says things snowball at $500k but I haven’t reached there yet 🤣😭
English
1
0
1
408
Finance with Zaram
Finance with Zaram@ChizaramNelo·
Hey guys , I am about to hit 20k invested and I am just curious, at what amount invested did you feel like your portfolio gains started to compound?
Finance with Zaram tweet media
English
212
5
518
313.1K
Chats 🇨🇦
Chats 🇨🇦@ChatsFi·
@Gubloinvestor What’s your cost basis , I want more $DRAM but worried to buy now, I bought at $58-59
English
1
0
0
227
Gublo
Gublo@Gubloinvestor·
I have decided to post TFSA Strategy today i will invest $10,000 like this. $5000 in $MUU (2X $MU ETF) $2500 in $DRAM $2500 CASH on hand to buy more $MUU after their earning reports on 24th. I am attaching my TFSA AC here. i have roughly $9000 cash left to add more $MUU after 24th. i wont tell people to invest in something i personally dont invest. NFA, DYOR.
Gublo tweet media
Gublo@Gubloinvestor

I will post $10,000 TFSA investment strategy tomorrow.

English
68
36
537
138.6K
Chats 🇨🇦
Chats 🇨🇦@ChatsFi·
@XCompoundQuiet @Dbot79574694 It’s not about your current age though you said you hit $1m at 30 , but the math is not adding up unless you received parental gifts, inheritance- which IMO is totally fine your life , unless you saying you hit $1m at 34 after investing for 10 years
English
1
0
1
16
Millennial Dad Money
Millennial Dad Money@XCompoundQuiet·
At 25, I thought $100k invested would change my life. At 30, I crossed $1M. Now my target is $1.5M invested by age 35. I'm a Canadian dad with 2 young kids, a mortgage, and a full-time corporate job. I'm documenting the journey publicly. Let's see where it goes.
Millennial Dad Money tweet media
English
114
12
516
76.7K
Chats 🇨🇦
Chats 🇨🇦@ChatsFi·
@ShortPaulUK @milesdeutscher @github Right now I am building only on weekends as I still work a job, will limits reset daily , weekly ? Co Pilot Pro plan mostly ran models older than Opus and GPT 5.5 but they also frequently messed up my code needing me to take 1 hour extra to fix things
English
0
0
0
12
Short Paul
Short Paul@ShortPaulUK·
@ChatsFi @milesdeutscher @github Pro is fairly weak, I get about two hours in 5 of actual work before it runs out (but this is largely Opus) On Max 5x I get one agent running pretty much flat out. I think jf you have multiple agents you’ll need to go for Max 20x, but I can’t validate its work that fast
English
1
0
1
11
Miles Deutscher
Miles Deutscher@milesdeutscher·
Removing Fable is the greatest marketing stunt of all time. I've never wanted to use this thing so badly. The model "so powerful the government banned it" is one hell of a tagline. Usage numbers are going to be through the roof once it's back online.
Miles Deutscher tweet media
English
153
57
1K
86.5K
Chats 🇨🇦
Chats 🇨🇦@ChatsFi·
@igus_ai What about path to profitability? $meta had ads , $spcx doesn’t have enough from X , XAi isn’t profitable either
English
0
0
2
1K
gus
gus@igus_ai·
🚨 LA TRAMPA DEL IPO DE SPACEX EMPIEZA EN EL DÍA 15 El Día 1 ya pasó: $SPCX cerró su estreno en torno a $161, un +19%, valorada por encima de $2 billones. Minorista feliz, titulares por todas partes Pero la jugada de verdad no está en el precio. Está en el calendario Nasdaq cambió sus reglas para que las megasalidas top-40 entren en el Nasdaq 100 en solo 15 sesiones de cotización, en vez de esperar meses → SpaceX entraría hacia principios de julio → al entrar, todos los fondos que replican el índice (QQQ y demás) tienen que comprar SPCX sí o sí → se estiman unos $7.000 millones en compras automáticas → y todo eso cae sobre una acción con apenas un 3% de float libre Poca oferta contra una pared de compra obligada. Ese es el “Día 15”: Ahí es donde entra el minorista otra vez, comprando justo el pico de la compra forzada. Y ahí empieza la trampa. Pero el float es bajo por una razón: → el 97% restante está bloqueado en manos de insiders → esos lock-ups vencen por tramos, trimestre a trimestre → es oferta entrando poco a poco, justo mientras el minorista sostiene y espera Por eso muchas IPO con mucho hype no se desploman de golpe. Sangran despacio. Meta salió a $38 en 2012 y cayó más de un 50% en meses El precio del Día 1 y el valor a largo plazo son dos conversaciones distintas Iré contando cómo evoluciona, antes de que se vuelva obvio. Sígueme y activa mis notificaciones. (Esto no es consejo de inversión. Haz tu propia investigación)
gus@igus_ai

🚨ALGO MUY EXTRAÑO ESTÁ PASANDO EN EL MERCADO SpaceX sale a bolsa esta semana con una valoración de 1,75 billones de dólares. La IPO más grande de la historia. Y Wall Street acaba de cambiar las reglas justo antes. → El acceso a IPOs baja de 500.000$ a 2.000$ (un recorte del 99,6%) → Millones de inversores minoristas pueden entrar de golpe → SpaceX reserva hasta el 30% de la operación para retail (el triple de lo normal) ¿Por qué? Porque alguien tiene que comprar lo que los insiders venden. Y aquí está lo que casi nadie ve: SpaceX no solo genera demanda para SpaceX. Drena liquidez de todo lo demás: → El retail vende acciones para entrar en la IPO → Los fondos venden para preparar compras forzadas → Los brokers abren el acceso para generar demanda → Todos necesitan cash al mismo tiempo Por eso el mercado está cayendo AHORA. Esto ya lo hemos visto antes. Y la fecha exacta importa: 2 de marzo de 2000: Palm sale a bolsa. La IPO más esperada del momento. Sale a 38$ y el retail la dispara a 165$ el primer día. Palm llegó a valer más que su propia empresa matriz. Una locura matemática. 8 días después, el Nasdaq tocó su máximo histórico. Luego cayó un 78%. La IPO de Palm no causó el colapso. Fue la señal: cuando la euforia es tan grande que el retail compra cualquier cosa a cualquier precio, ya no queda nadie más a quien vendérselo. 2021: mismo patrón. SPACs, Coinbase, Robinhood, Rivian. El retail creía comprar el futuro. Estaba comprando la salida de otros. 2026: SpaceX sale valiendo casi tanto como todas las grandes aeroespaciales juntas. Y esta vez Wall Street ni espera a que el retail entre solo: le baja el ticket de entrada de 500K a 2K y le reserva el 30% del pastel. En 2000 el retail empujó la puerta. En 2026 le están abriendo la puerta desde dentro. Cuando Wall Street te facilita tanto la entrada, pregúntate quién necesita que entres. Recuerda: → Los insiders necesitan liquidez → Los fondos necesitan colocación → El mercado necesita un sueño → Y Wall Street necesita a alguien que se quede con el muerto El patrón existe. Y la última vez que apareció, el Nasdaq tardó 15 años en recuperar su máximo.

Español
72
222
1.8K
1.1M
Chats 🇨🇦
Chats 🇨🇦@ChatsFi·
@SavingsCaptain For us younger folks feels like we missed the boat , I will buy $spcx after sell off as there is no path to profitability yet
English
0
0
1
55
Tom | The Investing Tiger
Tom | The Investing Tiger@SavingsCaptain·
The last time I bought an IPO trading at 100x sales was in 2012 The company, $META (Facebook at the time) I have a $19 cost basis, people drooling at it under $600 I have learned my lesson. I will not make the same mistake with $SPCX and will tune out the noise like in 2012 IYKYK
English
95
7
549
136.1K
Chats 🇨🇦
Chats 🇨🇦@ChatsFi·
@AlexFinn This is my single biggest issue right now , compute , credits , what can I download and run on my own computer? I have a 3080 so it should be able to handle a model ?
English
0
0
1
262
Alex Finn
Alex Finn@AlexFinn·
“NAME THE OPEN MODELS THAT ARE OPUS LEVEL EVEN THO I REFUSE TO DO EVEN 5 SECONDS OF RESEARCH”
Alex Finn tweet mediaAlex Finn tweet mediaAlex Finn tweet media
English
4
1
48
10.2K
Alex Finn
Alex Finn@AlexFinn·
This is your wakeup call. Anthropic just took down Fable 5. It's over. Here's the thing tho: no company or government will EVER be able to take away your local models. There are Opus level models you can run right now on your home GPUs, and nobody can ever stop you from using them This is only the beginning of events like this. Day 1. More government overreach will happen. This will only keep happening more and more as models get closer to AGI Become sovereign. Buy your own compute. Before even that becomes illegal
Anthropic@AnthropicAI

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

English
797
915
8.9K
1.6M
Gublo
Gublo@Gubloinvestor·
Weekend homework Which stock you want me to study this weekend? Comment below and i will pick one stock and do homework.
English
158
1
65
23.9K
ClaudeDevs
ClaudeDevs@ClaudeDevs·
As a result of a US government directive, we are suspending access to Claude Fable 5 for all users. You can continue to use all other Claude models. Here’s what this means for you: Across Claude products, new sessions will run on your selected default model or Opus 4.8, and existing Fable 5 sessions will end with an error. On the Claude Platform, requests to Fable 5 will also return an error. Please update your integrations to other Claude models. We know this is a disruption to your workflows; we appreciate your patience and support.
Anthropic@AnthropicAI

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

English
3.6K
7.3K
44.5K
12.7M
Polymarket Money
Polymarket Money@PolymarketMoney·
Google's $900 million investment in SpaceX is now worth an estimated $140+ billion.
Polymarket Money tweet media
English
33
243
3.2K
128K
Chats 🇨🇦 がリツイート
unusual_whales
unusual_whales@unusual_whales·
BREAKING: Nasdaq will add $ALAB, $CRWV, $NBIS, $RKLB, and $TER to the Nasdaq-100 effective June 22, 2026, while removing $CHTR, $CTSH, $INSM, $VRSK, and $ZS as part of its quarterly rebalance.
English
74
172
1.7K
353.5K
Gublo
Gublo@Gubloinvestor·
$RKLB joins Nasdaq 100 $RKLB is set to see massive gain tomorrow with spacex IPO.
English
27
9
370
49.6K