Brian Dean, MSF

3.4K posts

Brian Dean, MSF

@randomlybrian

MS Finance USC | ex-Morgan Stanley IB | Father & Pokémon Collector |💡I post investing insights for retail and institutional (not advice)

New Videos Weekly → 参加日 Nisan 2015

127 フォロー中370 フォロワー

固定されたツイート

Brian Dean, MSF@randomlybrian·20 Kas

$NVDA is trying to paint a picture of sustainable, exponential growth for their chips as part of an AI buildout boom. The reality is that organic demand is lackluster at best, and chip production is becoming increasingly more difficult and inefficient. 🧵

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Brian Dean, MSF@randomlybrian·29 Mar

Stock Analysis is incredibly powerful, surprised I hadn't found it sooner. Currently using it to narrow down opportunities as the markets continue selling off. Check it out here: stockanalysis.com/pro/?ref=brian…

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Brian Dean, MSF@randomlybrian·27 Mar

@KrystalGracier Had a similar experience earlier this month. It’s amazing what it can do but also crazy addictive.

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Krystal Gracier@KrystalGracier·26 Mar

i've officially been in front of claude for 14 hrs today. investment banking hours all over again, but this time I am enjoying it.

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Brian Dean, MSF@randomlybrian·26 Mar

@PokemonTCGP It ain’t much but it’s honest work

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Pokémon TCG Pocket@PokemonTCGP·26 Mar

It's time to shine (bright like a diamond) 🌟💎 The latest #PokemonTCGPocket expansion, #MegaShine, is now available!

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Brian Dean, MSF@randomlybrian·23 Mar

The TACO trade seems to be alive and well. wsj.com/livecoverage/i… via @wsj

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Brian Dean, MSF@randomlybrian·20 Mar

@TheGameVerse But did you turn DLSS 5 on..?

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TheGameVerse@TheGameVerse·20 Mar

Crimson Desert (2026) vs RDR2 (2018)

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Brian Dean, MSF@randomlybrian·19 Mar

@PaddyG96 Each one makes you instantly curious. Just looking at each one creates the same feeling you get after eating that first potato chip, or that first spoon of ice cream.

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Paddy Galloway@PaddyG96·19 Mar

What do these four viral YouTube videos have in common?

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Brian Dean, MSF@randomlybrian·19 Mar

@TheEconomist consistently has some of the best cover art.

The Economist@TheEconomist

The reckless campaign against Iran will weaken America’s president. That will make him angry. Be warned: he makes a very bad loser econ.st/4lA7lEQ

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Brian Dean, MSF@randomlybrian·19 Mar

We are never getting that tariff dividend are we...

Disclose.tv@disclosetv

NOW - Hegseth confirms the Pentagon is seeking about $200,000,000,000 billion for the Iran War: "It takes money to kill bad guys."

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Brian Dean, MSF@randomlybrian·17 Mar

@DiscussingFilm Okay but imagine if they had DLSS 5 turned on?

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DiscussingFilm@DiscussingFilm·17 Mar

The first trailer for ‘DUNE: PART 3’ has been released. In theaters on December 18.

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Brian Dean, MSF@randomlybrian·17 Mar

@The_Plain_Bagel It's getting on par with LinkedIn imo

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The Plain Bagel@The_Plain_Bagel·17 Mar

It's wild how blatant people are trying to farm engagement with the "show more" bait. X has become such a goofy platform.

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Brian Dean, MSF@randomlybrian·17 Mar

@NVIDIAGeForceUK It all makes sense now.

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NVIDIA GeForce UK@NVIDIAGeForceUK·16 Mar

Announcing NVIDIA DLSS 5, an AI-powered breakthrough in visual fidelity for games, coming this fall. DLSS 5 infuses pixels with photorealistic lighting and materials, bridging the gap between rendering and reality.

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Brian Dean, MSF@randomlybrian·15 Mar

@BokerBigBanana @Ape71104 @cilerba @Mr_SU__ Ah, good point.

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Noah | BokerBigBanana 🍌☀️@BokerBigBanana·15 Mar

@randomlybrian @Ape71104 @cilerba @Mr_SU__ Actually, no because the game has a daycare, so if you brought a Gulpin from RSE and bred it, it would originate from FRLG.

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Max@cilerba·15 Mar

I wrote an ACE script to completely randomize FireRed and LeafGreen encounters for the Switch release! I'll be using this method to catch all 386 Pokémon to complete the National Dex on one save.

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Brian Dean, MSF@randomlybrian·15 Mar

@Ape71104 @cilerba @Mr_SU__ Surely they would be flagged in Home though right? A Swalot that “originated in FRLG” is illegitimate. Right?

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6-6 ape711 | GO CATS@Ape71104·15 Mar

@cilerba @Mr_SU__ This is really cool, forgive me for asking (and please don’t answer if you don’t want to, I know this stuff is complicated) but is there some sort of guide or explanation on how to set this up? I assume there’s no way to get it worked early in the game?

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Brian Dean, MSF@randomlybrian·15 Mar

I'm sure this is nothing.

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Brian Dean, MSF@randomlybrian·13 Mar

Reminder that Roth IRAs allow you to withdraw your contributions at any time if you need liquidity.

SCHD Accumulator@SCHDaccumulator

Why would I max out my retirement accounts as a 29 year old? AI will take a lot of jobs over the next 30 years, I’d rather prioritize investing in my taxable account so I can access my cash flow immediately in the case of losing my job.

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Brian Dean, MSF@randomlybrian·13 Mar

@anboxing11 @SerebiiNet @playpokemon The GC does not reward Championship Points. My thinking is that it's essentially a live beta test for Champions format tournaments.

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anboxingvgc➡️from Caterpie to Butterfree vgc Group@anboxing11·13 Mar

@SerebiiNet I have a question: how is it possible that the global challenge is running on Pokémon Champions in April, but it's been confirmed that we'll be playing Regulation I in April?My question is,where exactly are we playing on Pokémon Champions,or on Scarlet and Violet? @playpokemon

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Serebii.net@SerebiiNet·13 Mar

Serebii Update: The official Pokémon VGC Championship Series ruleset from April 1st 2026 has been confirmed. Runs Regulation I ruleset at live events that are played on Pokémon Scarlet & VIolet serebii.net

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Brian Dean, MSF@randomlybrian·13 Mar

This is a very underrated update:

Neal Mohan@nealmohan

Exciting news: as of this week, all @youtubecreators can now upload 50MB thumbnails (up from 2MB). Now, your super high-resolution thumbnails will look epic on TV 📺

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Brian Dean, MSF@randomlybrian·13 Mar

@michaeljburry "With Maven Smart System, the military is hoping to reach the point where it can identify and select 1,000 targets not in a day but in a single hour," The AI risk is not an AGI singularity. It's this clip from a Marvel movie: youtube.com/watch?v=3ru5wM…

YouTube

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Brian Dean, MSF@randomlybrian·13 Mar

@JuanFco_Romero Can help more if we know the channel and content

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Brian Dean, MSF@randomlybrian·13 Mar

@NickTimiraos Applying the same logic to other situations is funny. "Junk bonds price in a higher risk of default for companies with low credit ratings. HOWEEVER, stay with me now...if we just bankrupt all the companies with low credit ratings, there won't be anymore default risk!"

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Nick Timiraos@NickTimiraos·13 Mar

The war in Iran will lower energy prices By Peter Navarro "Roughly a quarter of the world’s seaborne oil trade transits the Persian Gulf, much of it through the narrow Strait of Hormuz. When markets price crude oil, they must account for the risk that conflict, sabotage and terrorism will interrupt these flows." wsj.com/opinion/iran-w…

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@KrystalGracier @PokemonTCGP @wsj @TheGameVerse @PaddyG96 @TheEconomist @DiscussingFilm @The_Plain_Bagel