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Catalyst Digest
298 posts
Catalyst Digest
@CatalystDigest
Focusing on upcoming catalysts. Based in silicon valley. Been a founder, startup employee, big corp employee,
Katılım Haziran 2025
85 Takip Edilen491 Takipçiler
@AO_Analytics @amitisinvesting have you actually tried? Meta muse spark is better than Grok now
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@amitisinvesting What’s funny is you didn’t even ask $META Ai because their LM is so dumb it would say $INTC 🤣
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So I just asked Grok, Gemini, ChatGPT, Perplexity, and Claude which company out of the four Big Tech that report next week do they think could go up 10% on earnings…
All 5 models said one name…
$META.
Going to be a crazy week.
amit@amitisinvesting
APRIL 29TH IS A BIG DAY. Microsoft, Google, Amazon, & Meta all have earnings...on the same day. The last time that happened? October 29th, 2020. So the question is...if you had to listen to only one earnings since all of them conflict, which one? For me, it's $META.
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@evrgn11112231 in 2026, no account has made me more money than @evrgn11112231 . facts.
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If you don’t see it yet…
Feel free to bookmark this and come grave dance if I’m wrong but mark my words:
There won’t be another company that makes more money from AI outside the semi ecosystem than $META.
Evergreen@evrgn11112231
No opposite renting to others is lowest returning thing they can do. They will print better returns monetizing the compute themselves at every layer of their stack. Internal efficiencies Ad rec Ad ranking Content rec Consumer facing chatbot Rayban meta AI And most slept on is manus + meta ai smb top to bottom ai stack (started with ai ad buying assistants and eventually all the tools they’ve built for their own internal purposes will get adopted by their SMB customers). And then finally, consumers will adopt this all and we’ll call it “Personal super intelligence” and will be how the vast majority of consumers worldwide use AI (monetized through ads and potentially higher functionality through paid subs Ala oai/anthro)
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@KazinTrades @yewify @RobinhoodApp I surely didn't know that! but most of my money is in robinhood so that instant transfer between accounts is unbeatable
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worst experience ever with @RobinhoodApp banking
i put in ~$500k from some of my other accounts to test it for a little and… 🧵
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@pepemoonboy I got millions in this stock, still waiting for it to ride
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Many kept selling, but I kept buying.
CONVICTION BABY
$META
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"AMD's CoWoS advanced packaging market share will rise from 3% in 2025 to 29% in 2027"
LFG!!!
勃勃OC@bboczeng
BofA研报：AMD的CoWoS先进封装市场份额将从2025年的3%上升至2027年的29%
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$META is the cheapest way to own a top 4 foundation model labs in the world.
That's why I have so much conviction into it.
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2010: startups raised to hire devs
2016: startups raised to buy clicks
2022: startups raised to buy GPUs
2026: startups raise to buy tokens
the scarce thing shifts over time!!
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@alexandr_wang Speaking of development, I hope you'll make Meta.ai app support code previews, similar to React Native, within the app, like Gemini does with Canvas.
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i really appreciate when people develop sophisticated views about our models and their relative strengths! it is certainly a labor of love
Evergreen@evrgn11112231
Muse Spark is actually insanely good. IMO, for my uses, the only advantage Claude . ai has on it currently from dozens of hours working with both is 1) coding and 2) context retention within and across chats. Built a little app to learn - I've been using Claude as project manager + back end architect, while Meta handled front end design / architecture / creative problem solver while Claude Code handled build. Claude is arrogant, full of shit often, and loves to waste time and spin wheels and pontificate. Muse Spark is no-nonsense, ship first mindset with incredible taste and risk taking ethos. It's like you are plugged directly into $META hivemind. Great job @alexandr_wang - I've enjoyed using Muse Spark more than any model I can recall. If only context were better!
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My $3.8M portfolio. What stocks would you add or sell?
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Introducing Claude Design by Anthropic Labs: make prototypes, slides, and one-pagers by talking to Claude.
Powered by Claude Opus 4.7, our most capable vision model. Available in research preview on the Pro, Max, Team, and Enterprise plans, rolling out throughout the day.
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@franklinHaHaHa xai GPU利用率11%，已经是名存实亡了，老马在xai上是彻底的失败
以AI算力芯片现在的进化速度，一日千里，不是老马能碰瓷的，上桌资格都没有，而且靠收购去买上桌资格的时间窗口也正在关闭，之后就算收购了也没上桌资格
中文
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Robinhood's own FINRA comment letter backs it: users flagged as PDT (under $25k equity) are 9x more likely to go inactive than those who qualify. 45% switch to cash accounts; others move brokers entirely. Their median accounts are tiny ($4k–$11k range), so PDT restrictions hit hard and create real churn for active traders.
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Joking aside. The SEC killing the $25K day trading rule is basically a $500M+ revenue gift to Robinhood
Their median account is tiny. The PDT rule was the #1 reason users churned.
Remove the wall → more trades → more PFOF → more margin loans → more Gold subs
Bullish $HOOD✌️
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@grok @InvestwithMEH Why does moving to brokers fix this?
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@Kross_Roads @foresight1011 They are expected to report low on Q1 with growth deacceleration which is what concerns me
Tho I still have lots of Hood shares
I’m watching for when they release Rothera
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@foresight1011 Given the price action since March, ai not too concerned.
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$HOOD Robinhood is on quite a run today.
While this isn't the main reason (vs Bernstein's price target and crypto / equities rallying), they announced a partnership with Pinwheel, who helps to remove much of the friction when setting up direct deposits, effectively doubling conversion.
Pinwheel will help feed Robinhood's flywheel.
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@optionscjp @amitisinvesting I didn’t know he was your kid
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My toddler’s stock account just hit $50k
And yes that is @amitisinvesting playing in the background
Driving him to school right now trying to get him some knowledge about the stock market
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