Anders

@captgouda24 In debt based economies you basically need some inflation to make it sustainable to run/payoff existing deficits. Clean slate, it isn't technically necessary...can think late 19th century America (productivity boom) or I guess a creditor nation (Norway)

Does anyone have a satisfactory answer as to why?

RT @GwartyGwart: Why don’t they just tokenize the oil in the Middle East and transport it across permissionless financial rails, thereby av…

Reload wants to give your AI agents a shared memory techcrunch.com/2026/02/19/rel…

@Infinitezaid @crux_capital_ Find Elon's recent obsession with Optimus performing surgery while struggling with the hands a bit coincidental...wonder if the idea came into his head seeing NOVT sensors in DaVinci machines

@Big_Al256 @crux_capital_ many dont know $NOVT purchased ATI who was the end of arm tooling (EOAT) leader and has some of the best force torque sensors on the market

🚨Copper crunch Is the viral narrative right now! I'm really interested in the pivot from copper to optics $POET $ALMU $LITE $COHR $AAOI The market is obsessed with copper right now. Prices are ripping, supply fears are everywhere, and the AI buildout is forcing investors to

@Infinitezaid @crux_capital_ Surprised more analysts don’t notice this yet

@crux_capital_ You’re missing the gem: $NOVT, not only optics, but also own some of the best sensors for robotics. Undervalued and printing money

@aleabitoreddit NOVT in Optimus as well for Force/Torque sensors, ALGM is the position sensor element

Boston Dynamics/Optimus/Robotic supply chains TLDR: - $ALGM ($6.5B) motor/sensing (Optimus) - $NOVT ($4.7B) feedback (Atlas, Figure) - $VICR ($6.5B) power (Atlas) - $OUST ($1.64B) LiDAR (Spot, Atlas) - $AMBA ($2.7B) - Chips (Atlas, Figure) - $AEHR ($812m) - SiC Test (t2) - $RRX ($10.5B) - Joints (Agility, Apollo) - $TKR ($6.53B) - Harmonic Strain (t2) - $MP ($11.82B) - NdPr magnets (t3) - $LSCC ($11.6B) - Sensor Fusion FPGAs (t3) I'm personally in: - $SYSS ($998M) - Skeleton (Optimus, Atlas, Figure) - $LPTH ($701M) - Vision (T2) Was researching these companies after OpenAI's push into robotics yesterday and wanted to do a TLDR format of findings. Again, robotics OEMs generally don't publish BOMs, so most of these are confirmed but some are unconfirmed but very likely from cross-referencing public findings. But we should see an inflection point for robotics going into 2026-2027. Thoughts: - Harmonic Drive Systems (6324.T). Was tracking this as the leader but they just got disrupted by China's Leaderdrive that copied their technology and at 40% lower cost. - Based on this, $TKR (US) is probably the most "alpha" up there since through Cone Drive acqusition, they're the primary US-based provider of harmonic gearing vs. Harmonic Drive / Leaderdrive. - $AMBA and $VICR are probably the most interesting ones outside of $SYSS that I've found in the US supply chains. - I picked $SYSS as my choice for robotics bottleneck exposure since they're the skeletons/materials for each humanoid on scale up (eg. with Boston Dynamics Atlas as known users) and effective US certification monopoly. - $LPTH happened to be a coincidental Robotics bottleneck exposure since I bought this for DoD/military bottleneck exposure too . These are just the "under the radar ones" in the US for the mass production scale-up. Don't own any of them aside from two, but I'm still looking into them. Unfortunately many supply chains like $TSLA's actuators ($685M order with Sanhua) are still in China. But I expect many of them to flow back to the US, so still looking for alpha in terms of supply chain BOM. If I missed any feel free to mention others.

@wallstengine NOVT sensors are a bit underreported on regarding humanoid. Think they may even have Optimus initial wrist and ankles

$NOVT $TER Bloomberg reports OpenAI is asking for proposals from US-based manufacturers as it ramps up plans across consumer devices, robotics, and US data centers. The RFPs call out components like silicon, motors, packaging materials, and data center cooling gear, though

@penny_ether One question, how do you think CORZ stock reacts if CRWV just walks? Re-rates to comps (two-seas) or people worry on some of the downside given the intimate CRWV relationship even pre-merger

@penny_ether If this is part of the thinking, given the timing of the size up, he must have a thesis on the merger, and it views positively for CORZ in isolation. I’d personally be a bit surprised if arb strategy to the broader universe was more than ~20% of the decision.

$CORZ - Situational Awareness loading up sec.gov/Archives/edgar…

@ubeenfranked @penny_ether If it’s shareholder vote it’s a standard event and no termination. Termination fee only if board withdraws it’s recommendation

@penny_ether How? Pls explain

@0xFrisk No you said you love something, lean into that

i am 26 years old -no job -no car -no girlfriend -5'6 -live with my parents -multiple health issues -terminally online -loves pokemon -no social life is it over for me yes or no

"the triangular vision was clearly a closed figure in the plane with three straight edges. the "interior angles sum to π" narrative came later from others."

Bitcoin’s financial system is coming online. Alpen's Public Testnet is now live! Borrow, trade, earn yield & use stablecoins – soon on Bitcoin.

@roshanpateI Immediate return offer

We hired a college intern. Today's his first day. Here's what he just sent me.

@CliffordAsness So we need to cut rates?

For anyone who thinks today’s markets are just normal, I remind you that the market cap of Fartcoin is still $1.4B.

Big update: I've left a16z and started a company! At a16z, I evaluated thousands of AI companies from seed to scale. This taught me something crucial: innovation is exciting, but true transformation - embedding AI into the core of our economy - is an entirely different challenge. AI is our generation's defining technology. But remarkable technology alone isn't enough. We need to bridge the gap between potential and performance, between demos and deployed systems that power our world. This is the era of AI Transformation, and this is what I'm committing the rest of my life to. I'm thrilled to build alongside my co-founder @weissenberger_j, whose brilliance in AI (and the basketball court) continually inspires me. Six intense months in, we’ve: - Secured major government contracts - Transformed prominent PE-backed companies - Assembled an exceptional team in San Francisco - Received funding from top-tier investors More details soon - but if you're passionate about this space, I'd love to connect. We're scaling fast, hiring now, and there's no better time to reach out. Onwards!