49th Parallel Capital

目前我感兴趣的股票：1. $TSLA Q3交付数据超预期，Robotaxi rollout，马斯克万亿薪酬计划，不过小心没有净利支持的股价增长，可能会回调。2. $APP 80%+ ebida margin, 营收每年保守估计增长20-30%，2026 ebitda预估6.18B, 但是很有可能太保守。

call me crazy..but I will keep saying this.. the new millionaires of 2026 won't come from crypto. they'll be blue collar business owners who figured out Claude + SEO. DON'T bookmark this if it crosses your timeline. Just paste this entire thing into Claude. thank me later.

After my dad passed away, we found yellow legal pads full of scribbled notes. Business ideas. Book outlines. To-do lists. Dad got a lot of things wrong, but there’s one thing he got very right: He always believed that the best was yet to come. In his mind, he was just getting started. Delusional as it may sound, he maintained that mindset into his 80s. I guess I’m a chip off the old block. Now, in my 50s, I see that Dad wasn’t delusional at all. He knew a secret: Whether you believe your best days are ahead or behind, you’re right. It’s self-fulfilling. And even if you’re wrong, it’s a better way to live.

Heard someone explain a mortgage like this: "Think of the interest like rent. That money is gone. But your rent decreases over time. Think of the principal like an investment. That money is yours, and the value increases over time." ...it has its flaws, but I love that line of thinking.

🚨BREAKING: You no longer need Bloomberg to analyze stocks. Claude can now run: • Goldman Sachs-style research • Morgan Stanley technicals • Bridgewater risk models • Citadel sector rotation • Two Sigma macro analysis All from one prompt. For free. Here are 10 insane Claude prompts that replace a $2,000/month Bloomberg Terminal. Save this. You'll use it daily.

I’m sick and tired of hearing 1M robotaxis, 1B humanoid robots, age of abundance, order of magnitude…. and all the company does for profit is sell 1.6M cars and some batteries. Need to start executing on things that add to the bottom line $tsla

Guy Spier is winding down his fund due to health reasons Wishing him well in his journey to recovery

Kids animation is the most underrated money niche on YouTube 💸 No face. No voice needed. No trends. Just stories + consistency. One channel: 721K subs 24 videos This is not luck. It’s niche selection. Want the blueprint? 👇 Comment “KIDS” and Follow me

🚨BREAKING: Someone just open sourced a complete AI agency and it hit 50K GitHub stars in under two weeks. It's called The Agency. And it's not a prompt template. It's 147 specialized AI agents across 12 divisions -- engineering, design, marketing, product, QA, support, spatial computing, each with its own personality, workflow, and deliverables. Here's what you actually get: → 147 agents across 12 divisions, each with unique voice and expertise → Works natively with Claude Code, GitHub Copilot, Gemini CLI, Cursor, OpenCode, and more → One-command install for any supported tool → Agents have defined missions, success metrics, and production-ready code examples → Full modding support -- build and contribute your own agents → Interactive installer that auto-detects your dev environment → Conversion scripts for every major agentic coding tool → Lua-style Markdown templates with YAML frontmatter Here's the wildest part: Most people use AI like a generalist intern. One model doing everything from writing copy to debugging code. This repo structures AI like an actual company. Specialized roles. Clear responsibilities. Defined workflows between agents. It started as a Reddit thread. Now it has 50K+ stars, 7.5K forks, and contributions from developers around the world. Greg Isenberg called it out. It hit 10K stars in 7 days. This is what the future of AI-assisted development actually looks like. 50K+ GitHub stars. 7.5K forks. 147 agents. 12 divisions. 100% Open Source. MIT License. (Link in the comments)

刚开始接触 Claude code 的朋友，我强烈推荐你去看看这个项目— learn-claude-code 这个课程不是在教你用 Claude code，而是教你从零实现一个类似 Claude Code 的 AI 编码 Agent 项目分成 12 个 session，每个 session 只加一个机制，代码从几十行逐渐到完整版，每节课都有独立可运行的 Python 文件： s01. 基础 Agent Loop + 1 个 Bash Tool（最简版，跑起来就行） s02. Tool 注册与调度 s03. Todo 规划（让 Agent 先想计划） s04. Subagents（子 Agent 拆分大任务） s05. Skills 动态加载（需要知识时再注入） s06. Context Compact（上下文压缩） s07. Tasks + 依赖图（持久化任务） s08. Background Tasks（后台异步执行） s09. Agent Teams（多 Agent 团队） s10. Team Protocols（团队沟通协议） s11. Autonomous（自主认领任务） s12. Worktree + Task Isolation（工作树隔离，完全不互相干扰） 最后还有 s_full.py 把所有功能合在一起 仓库地址：github.com/shareAI-lab/le… 在线学习平台：learn.shareai.run（强烈推荐先打开这个看可视化） 中文 README：github.com/shareAI-lab/le…

Don't waste your time by watching Useless Content on YouTube. Here are the top 18 channels that will teach you more in 2025 than a 4-year University degree: [🔖Bookmark for later]

Instead of watching a movie, learn OpenClaw in 317 minutes.

Some of you know that I launched a hedge fund several months ago (early November). We run a long/short strategy, focused on owning the 20-40 growth stocks that we believe have the most upside over the next 2-3 years... this means they need to have great fundamentals, strong management teams, compelling valuations, and multiple catalysts that we can identify and track accordingly. It's been a rough few months for many growth investors (we also took some pain)... thankfully we were averaging down into our core positions but we've still seen some red months and it has not been enjoyable. I'm not a fan of losing money. Stepping back... I've never had more conviction in my process or my portfolio than I do right now... especially with some of my favorite stocks down 20-40% from their September/October/November highs despite strong Q4 earnings reports, strong CY2026 guidance and extremely compelling valuations. With that said, here are our top 10 positions in alphabetical order: $APP $CPNG $CRDO $HIMS $HROW $SKHYNIX $IREN $NBIS $RDDT $TMDX I believe all of these stocks are trading at meaningfully higher prices in 2-3 years which remains my focus for generating outsized long-term returns. Enjoy the rest of your day 😊 NFA. DYOR. ** @FirstWaveFund owns all of the stocks mentioned in this post.

The older you get, the more you realize luck is just exposure. If you sit in the same chair, same routine, talking to same people… nothing new happens. You have to touch the world to win. • Talk to strangers • try a new coffee spot • post on social • Start a side hustle The world rewards motion. You don’t find opportunity sitting still. You bump into it.

You’re bored because you’re not doing side quests, man. Life is more than just working and then throwing yourself into bed doing nothing. Here are 50 side quests to complete:

Just a reminder on where some great companies are trading on valuation relative to "my" estimates for the next ~12 months ie CY2026 or FY2027. I think $TMDX does at least $220M of EBITDA in CY2026 which means the stock is currently trading at 21x NTM EBITDA with EBITDA growing ~47% YoY I think $RDDT does at least $1.45B of EBITDA in CY2026 which means the stock is currently trading at 18x NTM EBITDA with EBITDA growing ~70% YoY I think $APP does at least $6.9B of EBITDA in CY2026 (Jefferies came out today and said they think $APP does $7.082B of EBITDA this year) which means the stock is currently trading at 20x NTM EBITDA with EBITDA growing ~53% YoY I think $CPNG does at least $1.9B of EBITDA in CY2026 which means the stock is currently trading at 15x NTM EBITDA with EBITDA growing ~60% YoY I think $HROW does at least $140M of EBITDA in CY2026 which means the stock is currently trading at 13x NTM EBITDA with EBITDA growing 100% YoY. I think $CRDO does at least $900M of EBITDA in FY2027 (ends next April) which means the stock is currently trading at 21x FY2027 with EBITDA growing ~60% YoY. There are plenty of other growth companies that look attractive at current prices but these are some of the names that seem to be the most mispriced ie dislocated from the fundamentals. Please keep in mind that some of these EBITDA growth rates aren't sustainable indefinitely; however I believe all of the stocks mentioned above could be undervalued at current prices relative to their forward looking estimates. Most of these companies have not reported Q4 earnings yet. When they do, they'll likely give full year 2026 guidance at which point the analysts will update their CY2026 estimates. I expect some of these companies to give conservative guidance ie sandbag which could cause short term volatility in the stock prices so please manage risk and position sizes accordingly. These are just my opinions and I could be wrong. Nothing I say on Twitter (X) should ever be considered investment advice. NFA (not financial advice) and DYOR (do your own research).

I don’t understand why more people don’t use Google Gemini for stock research. Not for tips. Not for predictions. But for thinking clearly before risking money. Here are 10 detailed prompts I actually use 👇

Now that I've been through being a kid, growing up, and then having kids, it's clear that the main thing that differentiates people is simply whether they make an effort. Whether they're content to drift along with the current, or whether they try to swim.

Okay here you go…. $TSLA $SNDK $BMNR $USAR $SOFI $PSTG $COPR $GOOG

As much as I love the $TSLA Model S & X, I would no longer recommend that anybody buy these products as they will almost certainly have horrific resale values after they are discontinued. Elon's decision to cancel the S&X is purely because of sales of these vehicles dropping like a tank. $RIVN R1S was already beating Model X sales, which was shocking. Additionally, even though Elon said there are no plans to cancel the Cybertruck, we know sales of Cybertruck have been lackluster - nowhere near the expectations of it becoming the best-selling truck or even the 250K unit capacity they built in Austin. They appear to be selling at 1/10th the expected numbers. I'm just floored right now. My favorite car/tech company appears to be abandoning cars and doing so before it has built new businesses. - No Roadster 2 after 8 years (promised in 2020) - No Semi after 8 years (also promised in 2020) - No $25,000 low-priced car - No 500 Mile Cybertruck, no range-extender, 2x starting price What happened to this company? What happens if Robotaxis take longer than expected or are not received as expected? What happens if Optimus, which is now delayed until at least 2027 is a dud-timus? But even if Robotaxi and Optimus are eventual successes, what happens between now and then? Does revenue fall even further in 2026 and 2027? I was expecting single-digit growth, but even that might not happen!

Progress update on the four product related operational milestones in Elon's 2025 Tesla CEO Performance Award plan: