Timothy

366 posts

Timothy banner
Timothy

Timothy

@TimothyTarab

Stock enthusiast investing in stocks with strong moats and high growth.

Deutschland 가입일 Aralık 2020
321 팔로잉130 팔로워
Timothy
Timothy@TimothyTarab·
@RyshabTalks Claude ist the best AI currently for us consumers. I was also amazed about what it can do
English
0
0
1
88
RyshabTalks
RyshabTalks@RyshabTalks·
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.
RyshabTalks tweet media
English
2
1
24
1.1K
Timothy
Timothy@TimothyTarab·
@RyshabTalks You discovered that Junior Dev work is now a commodity.
English
0
0
1
59
RyshabTalks
RyshabTalks@RyshabTalks·
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.
English
1
0
5
1.5K
Timothy
Timothy@TimothyTarab·
@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.
English
0
0
0
23
Timothy
Timothy@TimothyTarab·
@RyshabTalks I can't buy it with m broker.
Stuttgart, Germany 🇩🇪 English
0
0
0
74
RyshabTalks
RyshabTalks@RyshabTalks·
@TimothyTarab The low gross margin rate is what is holding me back. Otherwise, looks good.
English
1
0
0
225
RyshabTalks
RyshabTalks@RyshabTalks·
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.
English
6
0
13
2.5K
Timothy
Timothy@TimothyTarab·
Recent moves: Started $XTIA, SK Hynix Exited $LMND, $MU. Added to $RBRK, $RDDT Trimmmed $ELVA
English
0
0
1
631
Timothy
Timothy@TimothyTarab·
Current Allocations: $ELVA 1.2% $XTIA 1.7% $FIGR 3.5% $DAVE 3.8% $RBRK 4.5% $NBIS 5.8% SK Hynix 7.2% $MELI 8.0% $AXON 9.0% $CRDO 9.3% $RDDT 9.5% $IREN 9.9% $ALAB 11.5% $APP 15.0% YTD: -13% 🟥
English
1
0
3
584
Timothy
Timothy@TimothyTarab·
Bought some more $RBRK and sold $LMND as a result.
English
0
0
0
561
Timothy
Timothy@TimothyTarab·
Switched $MU for SK Hynix today and sold 50% of $ELVA to enter $XTIA.
English
0
0
1
335
Timothy
Timothy@TimothyTarab·
@BarbellFi 6 Figures at least even in Germany
Stuttgart, Germany 🇩🇪 English
0
0
0
17
Say No To Trading
Say No To Trading@SayNoToTrading·
@PlantBasedNews Another advantage over eggs: Gut bacteria break down high-sulfur compounds in eggs (like methionine) into hydrogen sulfide gas.
English
4
0
7
1.4K
Plant Based News
Plant Based News@PlantBasedNews·
You saw it here - tofu has ZERO cholesterol & DOUBLE the protein of eggs. Just sayin' 💅🏻
Plant Based News tweet media
English
29
61
202
8K
Cali golfer
Cali golfer@Cali_G0lfer·
Aakash Gupta@aakashgupta

NVIDIA just told you terrestrial power grids cannot scale fast enough for what they need to build next. Elon pioneered this idea when SpaceX made orbital infrastructure cheap enough to rethink where compute lives. Now Jensen is hiring an Orbital Datacenter System Architect, and that single job listing reveals more about AI’s energy crisis than any earnings call. The numbers explain why. In NVIDIA’s own hometown of Santa Clara, data centers sit empty because Silicon Valley Power can’t energize them. The utility is spending $450M on upgrades that won’t finish until 2028. Dominion Energy in Virginia is quoting 3 to 7 year wait times for grid connections. Power constraints are adding 24 to 72 months to data center construction timelines across the US. Meanwhile, NVIDIA’s roadmap demands gigawatt-scale facilities. Their new 800 VDC architecture, shipping in 2027, is designed for 1 MW racks. A single GW data center under current power distribution would need 200,000 kg of copper busbar. The physics of terrestrial power delivery are breaking. So what does NVIDIA do? The same thing they did when they couldn’t get enough chips from one foundry. They diversify the supply chain. Except now the supply chain is energy, and the new supplier is the sun, in orbit, running 24/7 at 40% higher irradiance than Earth’s surface with no permitting, no grid interconnection queue, and no NIMBYs. Starcloud (an NVIDIA Inception company, built on SpaceX launch infrastructure and Starlink connectivity) already put an H100 in orbit in November 2025 and trained an LLM on it. Their CEO told CNBC that orbital energy costs will run 10x lower than terrestrial. China’s ADA Space launched 12 satellites in May 2025 to build the Three Body Computing Constellation. Google announced Project Suncatcher for space-based solar with TPUs. NVIDIA is pre-positioning for a world where the bottleneck to selling GPUs is watts. And whoever solves watts at scale wins the next decade of AI.

QME
1
0
0
5
Josh Kale
Josh Kale@JoshKale·
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
Josh Kale tweet mediaJosh Kale tweet media
English
281
649
9.6K
1.3M
Timothy
Timothy@TimothyTarab·
@RyshabTalks It's a and and not or, we need both and copper is and will be the bread and butter.
Stuttgart, Germany 🇩🇪 English
0
0
1
45
RyshabTalks
RyshabTalks@RyshabTalks·
@TimothyTarab With the demand still ramping up, copper is nowhere near done. And I believe it has better reliability on top of that.
English
1
0
3
204
RyshabTalks
RyshabTalks@RyshabTalks·
Just finished listening to Credo $CRDO earnings call. I need to buy more Credo!! I think there is a very good chance they double their revenue in the next 12 months. Management literally said we are putting out a very conservative guide.
English
8
2
65
11.4K
Timothy
Timothy@TimothyTarab·
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
1
0
2
26
Cali golfer
Cali golfer@Cali_G0lfer·
@JoshKale Too bad Elon and SpaceX are going to make ground based AI Data Centers obsolete within 2-3 years.
English
34
1
49
34.8K
Timothy
Timothy@TimothyTarab·
Recent moves: Started $LMND and $RBRK. Exited $SMCI and $GOOG. Added to $APP, $AXON, $RDDT, $MELI. Some smaller trims across the rest. Additional roughly 2.5% in $NOW LEAPs that are about neutral again ;)
English
0
0
1
401
Timothy
Timothy@TimothyTarab·
Current Allocations: $LMND 2.5% $RBRK 2.6% $FIGR 2.8% $ELVA 3.6% $NBIS 4.8% $DAVE 5.1% $MU 7.0% $CRDO 7.2% $MELI 8.4% $IREN 9.5% $RDDT 9.8% $AXON 10.7% $ALAB 10.8% $APP 15.1% YTD: -17% 🟥
Stuttgart, Germany 🇩🇪 English
1
0
3
410