Pulkit Mehra

1.5K posts

Pulkit Mehra

Pulkit Mehra

@Agent_X001

Engineering Manager | Obsessed with new tech | Hands-on with AI | Investor & lifelong learner

Seattle Katılım Nisan 2013
202 Takip Edilen410 Takipçiler
Elon Musk
Elon Musk@elonmusk·
@bindureddy Google will win the AI race in the West, China on Earth and SpaceX in space
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Bindu Reddy
Bindu Reddy@bindureddy·
Gemini 3.0 didn’t quite work out and most of us are still stuck with 2.5 Sometimes I don’t get it - what’s preventing Google from ditching all the side hustles and training 100 models from 100 teams in parallel Pick the model/team combination that produces a decent model! That way, they will at least stay in the AI race 😅
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tic toc
tic toc@TicTocTick·
Oil $500 soon
tic toc tweet media
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Pulkit Mehra
Pulkit Mehra@Agent_X001·
@elonmusk I will try starlink, have been thinking for a while! In my next camping trip for sure
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KolkataKnightRiders
KolkataKnightRiders@KKRiders·
The (C)heckmate you’ve been waiting for 🤩💜
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Narendra Modi
Narendra Modi@narendramodi·
Have a wonderful Ugadi!
Narendra Modi tweet media
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Grant Cardone
Grant Cardone@GrantCardone·
AI has destroyed the Internet in less than six months.
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Adam Taggart
Adam Taggart@adamtaggart·
@Polymarket Pretty amazing that a CEO can blow $80 billion and still keep his job
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Polymarket
Polymarket@Polymarket·
JUST IN: Meta announces they'll be shutting down the Metaverse, after pouring $80,000,000,000.00 into the project.
Polymarket tweet media
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Cole Grinde
Cole Grinde@GrindeOptions·
Man $RKLB looks oversold.
Cole Grinde tweet media
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Johhnywalker
Johhnywalker@johhnyWalkerAZ·
Sold my entire $MP position to get back into $ONDS. I feel like ONDS will double this year
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Pulkit Mehra
Pulkit Mehra@Agent_X001·
@TheSkayeth Right! With BTC going down but iren remaining steady is a good indicator
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Sky
Sky@TheSkayeth·
$IREN continues to bore people, but it is creating a very strong base here. I've been adding every week while we are still sitting inside this wedge. But this is an $80+ stock sitting at $43.
Sky tweet media
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Sleuth 🔎
Sleuth 🔎@YoYInvestor·
$ONDS It is happening again. In November, Ondas fell from $11.70 to under $5. The chart guys were boldly telling you to wait for $2. Then, the boat left without you as it soared to $15+ in less than 3 months. Now, we’re doing it again. Ondas quickly fell from $15.28 to under $8. The same crowd is back: “Load the boat when it hits $5. Ondas is not a buy yet” Endless contracts, acquisitions, new revenue, stacked balance sheet, policy tailwinds, geopolitical demand…. The reality is that the company that existed in November doesn’t exist anymore. It’s a completely different animal. 50% off an ordinary business is a maybe. 50% off a transforming one is something else. I’ve watched both dips unfold in real time. Both times, greed dressed itself up as patience. People convinced themselves discipline meant waiting for a number that never came, and missed the entire move in the process. This exact thing is happening again, right now. This is not financial advice!
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Spencer Hakimian
Spencer Hakimian@SpencerHakimian·
🚨BREAKING: THE LARGEST GAS FIELD ON EARTH IS COMPLETELY ON FIRE IN QATAR
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Cole’s Trades
Cole’s Trades@ColesTrades·
I want to follow everyone that is buying $SOFI right now. Drop a comment if you’re buying!
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Heisenberg
Heisenberg@Mr_Derivatives·
Futes: Don’t trust Futes lately. Has gone completely opposite all month when cash sesh opens…
Heisenberg tweet media
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Greg
Greg@strickcmb82·
@Agent_X001 @StockSavvyShay I’ve owned COIN since 2021. Rode that wave from 300 down to 20 or whatever it dropped and then back up to 450. It rides that Bitcoin roller coaster for sure.
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Shay Boloor
Shay Boloor@StockSavvyShay·
Imagine being $MU CEO Sanjay Mehrotra right now: • You just generated $16B in operating profit this quarter after doing only $8B in revenue a year ago • Operating Margin 69% vs Est. 62% (nearly 7 points above what Wall Street modeled) • You guided revenue ~40% above expectations, guided to a record 81% margin, raised the dividend 30% & still trade at under 10x forward earnings Stock is down 5%.
Shay Boloor tweet mediaShay Boloor tweet media
Shay Boloor@StockSavvyShay

This AI cycle is fundamentally different from every prior memory supercycle in $MU history. Past supercycles were driven by unit volume growth with more phones + servers buying largely commoditized DRAM but but this one is a capacity-constrained cycle where HBM sells at ~5x conventional DRAM ASPs. Hyperscalers are willing to pay whatever it takes because the real cost is leaving massive GPU clusters underutilized. That is how Micron ends up producing $16B of operating profit in a single quarter.

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