Fomosapien

Since we are in the midst of an NFT wave let me shill one of my favorite artists and projects @toomuchlag @LeAnimeArt

This is a great read on why to go long bio from your semi gain @TheLongInvest @Remzztrades @himshouse @Mr_Derivatives

@MiniRetireMatt One sit down restaurant meal with a drink is $50. The food budget only works when making every meal at home or deli pick

Here's the math: A single person living in NYC earning $125,000 takes home ~$7,010 per month after tax. A realistic budget: Rent: $3,600/mo Food: $800/mo Fun: $750/mo Utilities: $250/mo Transportation: $200/mo Living within their means lets them invest ~$1,410/mo

@covered_call @mdudas Retail tiered of K1 tells me only one 1099 is great The growth of this vehicle will be a pretty good indicator or market greed

Dave is right - USVC yet another grift in the world of retail-accessible VC. I went through the 56-page prospectus and its even worse than the tweet suggests: 1. Fee stack: 3.61% gross annual expense ratio, capped net at 2.50%. Underlying SPVs/VC funds charge another 1–2.5% mgmt + 20–30% carry on top. You're paying 3+ layers of fees before any return hits your account. 2. The prospectus states twice, verbatim: "The Investment Adviser has no previous experience managing a closed-end, registered investment company." The adviser was formed Dec 2023 and rebranded from "Strawberry Tree Management" to "AngelList Asset Management" last November. 3. Portfolio manager Ankur Nagpal is compensated on AUM growth, not performance. Straight from the prospectus: his Carry acquisition earnout "includes contingent payments tied to USVC's growth in assets under management." Textbook non-traded REIT incentive structure. 4. AngelList gets paid three times on the same dollar: • 1% advisory fee to AngelList Asset Management • Up to 5% of profits to Platform Advisor LLC (AngelList affiliate) • Fund admin fees to Belltower Fund Group (AngelList affiliate) 5. NAV is sponsor-marked - the adviser is its own "valuation designee." Prospectus disclaimer: "Fair value prices are necessarily subjective in nature…no assurance that such a price will be at or close to the price at which the security is next quoted or next trades." 6. "5% quarterly redemptions" is marketing. Reality: Board can cancel any offer, can offer less than 5%, can repurchase at a discount to NAV, and oversubscribed offers prorate. Straight from the doc: "Shareholders should not rely on being able to tender the full amount—or any—of their Shares." 7. Naval frames it as "VC for everyone." The prospectus describes a non-traded CEF with sponsor-marked NAV, AUM-linked manager comp, three layers of affiliate fees, and gated discretionary liquidity. Retail doesn't need access to private markets this badly.

@NoLimitGains Sandik pattern

What do you call this pattern?

@ankurnagpal Congrats Ankur... Very happy for you and the team ! Not too happy as an investor 😄

You can read more about the sale here: forbes.com/sites/elainepo… Thank you to every single person that supported us on this journey Our team, customers, investors - y'all were everything ❤️

Carry has been acquired by Angellist and Lettuce We started this company 3.5 years ago to help business owners make better financial decisions These two transactions allow us to continue to do this important work in a bigger way Thank you to everyone who supported us ❤️

@datarade What are your top industrial large cap picks

My gut says software takes a hit and LOTS of industrials will float to fever pitch highs of 40-60 PE ratios.

@pmarca @Indian_Bronson Maybe followed by the writers of Silicon valley

The most accurate futurist in world history is Ray Kurzweil. Amazing prescience.

Hitting your weekly Claude Pro limits and waiting the entire weekend with nothing to do

@DowdEdward @1CoastalJournal x.com/i/status/20419…

“Threatening to destroy a civilization…how do investors process that..is there upside risk or downside risk?” CNBC Utterly callous.

Death is the last bug billionaires can't patch. $5B is flowing into life extension right now. Personalized mRNA. AI-designed vaccines.@bryan_johnson spending $2M/year on himself. This isn't vanity. It's the most asymmetric bet in history — and Wall Street hasn't filed its first report yet. 🧬 kalyugcapital.com/bio-optimized #Longevity #Biohacking #BioOptimized #mRNA #LifeExtension #FutureOfMedicine #Biotech #cancercure #thiel #vitalik

40 million Americans have no health insurance. The average urgent care visit costs $280. A month of CareAI costs $19. One avoided unnecessary visit pays for 14 months. cares-ai.com — try free, no account needed.

Imagine the opening tomorrow if tonight's Trump address turns out to be one of the best Aprils fool sermon 🤠

@kermankohli Skills to end the world must be stopped

had to mute garry tan. absolute fcking joke. yc is so lost.

@cobie Dude this gitlab techie went founder mode and cured his human cancer with mRNA That's the one to follow

Did that guy really cure his dogs cancer with Claude or did I simply fall for some internet hoax again in my old age

@ccmembersonly home alone :)

@mrjasonchoi Trendspider has claude inside their platform. would love to learn if there is anything better than them

What has been the best AI tool for doing quick portfolio backtests for any given set of tickers + weights?

Make #TacoTrump trend 🌮🌞 Clearly he watches bond yields and equity markets more than anyone deep in r/wsb

@theficouple Net or gross

6 levels of income: Poor: Under $1,500/mo Stable: $5,000/mo Middle class: $8,000/mo Upper-middle: $12,000/mo Very comfortable: $20,000/mo Wealthy: $40,000/mo ...Do you agree!?

@WelBeast Madueke, Eze and Havertz start. Saka, martinelli and trossard come after 60 mins

Kepa aside, What went wrong?

@kissingerspeaks Question if when and not if

Data center funding problems, helium exports banned (essential for chips). The massive cash burn of big AI companies funded by petro-dollars and Gulf states is drying up. AI bubble potentially popping in 2026 like the Great Crash of 1929. Highly uncertain times. Beware!!