Creatorcash69

704 posts

Creatorcash69

Creatorcash69

@Creatorcash69

Miami, FL Katılım Eylül 2025
35 Takip Edilen50 Takipçiler
MyFitnessFeelings
MyFitnessFeelings@fitnessfeelingz·
I will be flying to Los Angeles to illegally vote for Spencer Pratt. What are they going to do, ID me?
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Sam Altman
Sam Altman@sama·
what would you most like to see improve in our next model?
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HSBitC⚡
HSBitC⚡@Elliot__Elliot·
@StockSavvyShay Terrible news, I bought this morning, that’s probably also why it dipped even more
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Shay Boloor
Shay Boloor@StockSavvyShay·
MICHAEL BURRY STARTED A NEW POSITION IN $MELI
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SF100X
SF100X@JN34888362·
@Jake__Wujastyk When we say AI is killing Software, we're not just saying it in terms of stocks. AI agents are literally killing the software BUSINESSES. In fact, AI is killing many other industries. Therefore, why would investors rotate to stocks of dying BUSINESSES?
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Jake Wujastyk
Jake Wujastyk@Jake__Wujastyk·
A massive rotation into software just makes sense at this point with these semi names so over extended. $NOW $MSFT $SNOW $IGV $CRM
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Creatorcash69 retweetledi
Ryan Cohen
Ryan Cohen@ryancohen·
I have been suspended from eBay
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Jim Cramer
Jim Cramer@jimcramer·
We are no longer overbought so it is possible we can rally once more led by compute-ai and financials and even travel & leisure and manufacturing on the Middle East rebuild
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Chicken Genius
Chicken Genius@pakpakchicken·
Bought back $tem Challenge portfolio attached
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Sam Altman
Sam Altman@sama·
we want to build tools to augment and elevate people, not entities to replace them.
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Barzy7
Barzy7@barzy84·
@pakpakchicken Dip when new Fed Chairman comes in middle of May?
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Chicken Genius
Chicken Genius@pakpakchicken·
Reduced $PG from all in. $1m in pg $400k cash to buy the dip if it happens. Challenge portfolio attached
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Lee Roach
Lee Roach@leevalueroach·
What’s your best stock idea going into May?
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Milk Road AI
Milk Road AI@MilkRoadAI·
This is Leopold Aschenbrenner and this clip is from before the hedge fund, before the 13F filings, he raised $225 million and turned it into over $5.5 billion. This is the thesis in its raw form, his point is simple, look at the jump from GPT-2 to GPT-4 (Save this). GPT 2 was 2019 and it could sort of count to five before getting confused. GPT 4 arrived just 3–4 years later scoring in the 90th percentile on exams like the bar, LSAT, and GRE, while solving complex math and playing chess. That’s not incremental progress but rather a leap into an entirely new category of intelligence in less time than a college degree and his conclusion, play that forward. Just a few more jumps like that, on a fairly short time horizon, basically this decade and we're going to hit extremely, extremely powerful systems. Now here's where it gets interesting. Leopold didn't just say this but he put real money behind every implication of it. His thesis was, if AI scales this fast, it will need compute at a scale the world has never built before. The bottleneck won't be the algorithms bur rather the physical infrastructure like power, data centers and networking. So while everyone else was buying Nvidia, Leopold was buying what Nvidia depends on. Bloom Energy, CoreWeave, Lumentum, Core Scientific, Iren, Applied Digital, even Intel calls all ripping as AI turns power, compute, and chips into the real bottlenecks. The whole fund is just the GPT-2 to GPT-4 chart, extended forward, and then asked, what does the world need to exist for that to happen? He answered that question, then bought it. Milk Road PRO is doing the same, come join us for our entire thesis Link below.
Milk Road AI@MilkRoadAI

Leopold Aschenbrenner, the 24 year old who wrote a 165 page AGI manifesto, got it right on the money, and turned it into a $5.5 billion hedge fund. And he's identifying the single most important milestone to watch for in all of AI. The question is can AI automate AI research itself? Here's why that question matters so much. Right now, a few thousand human researchers at the frontier labs are driving all the progress. They design experiments, write papers, propose architectural improvements, build the next generation of models and it's an incredibly small workforce doing incredibly high-leverage work. If an AI system can do that job even partially, the feedback loop changes completely. The AI makes algorithmic improvements, which produces more powerful AI, which makes better improvements, faster. You go from linear progress to compounding returns and a decade of research could compress into a year. Aschenbrenner says there's a "pretty reasonable chance" this happens within five years. He's not alone, Anthropic says they're on track to fully automate AI R&D as soon as early 2027. OpenAI has publicly targeted a fully autonomous AI researcher by March 2028 and Sam Altman has said a research intern level AI will exist before the end of this year. If he's right, the next few years won't look like the last few years but they'll look like nothing we've seen before. The future is bright!

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Creatorcash69
Creatorcash69@Creatorcash69·
@StockTrader_Max I think we hit 80, my biggest buy order is set at $72 I’ll be happy if that hits
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StockTrader_Max
StockTrader_Max@StockTrader_Max·
$NOW Is a simple buy, this doesn't need overcomplicating here, the chart is telling us that this is a clear buy 📈 Charts are simple to understand, yet so many people over complicate them and get it wrong by doing so... We have completed the ABC correction IMO, there is 3 clear waves lower and in wave C I can identify 5 waves lower.. ✅ Bullish divergence is now present on the weekly timeframe and $NOW is a great buy here after a -66% decline from its highs 🤝🏼 The CEO recently bought shares at $104 which is +15% above todays price, the company just reported another record quarter and I see no problem buying shares here.. Software is not dead, its just trying to rebrand itself and companies like $NOW will come out the strongest.
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Evan
Evan@StockMKTNewz·
Cathie Wood and Ark Invest bought 40,656 shares of Google $GOOGL stock today
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Silicon Salvage
Silicon Salvage@SiliconSalvage·
Finding beaten-down software stocks worth owning is a sorting problem, and the entire trick is to filter out the businesses that are actually dying and keep only the ones that the market has decided are dying but are, in fact, generating more cash every year while the stock falls. Start with every US-listed software company under $5 billion in market cap that is down at least 60% from its 2021 high. That gives you roughly 240 names. This is the wreckage. Most of it deserves to be wreckage. Your job is to find the survivors hiding inside it. Drop everything that is not free cash flow positive on a trailing twelve month basis. You are now at about 110. Drop everything with net debt above 1x EBITDA, because levered software in a downcycle is how permanent capital loss happens. You are at 70. Drop everything with revenue growth below 5%, because true zero-growth or shrinking software companies are usually being disrupted for real, and drop everything with revenue growth above 25%, because those are still being valued on growth and have not been beaten down enough to matter. You want the boring middle: 6 to 18% growth, profitable, ignored. You are at 35. Now look at the customer base. You want a business with high gross retention, ideally above 92%, and a customer concentration that is broad rather than narrow. You want vertical SaaS companies serving industries that move slowly, like dental practices, municipal governments, trucking dispatch, agricultural cooperatives, regional law firms. These are the businesses that the AI panic has decided are about to be killed, and these are the businesses that, in actual fact, will not be killed, because the customers are not switching, the contracts have multi-year terms, and the workflow is embedded in operations that no language model is going to replace by 2027. You look at insider buying. You want to see the CEO and the CFO buying in the open market in the last 18 months, not selling, not exercising options, but buying with their own cash. You look at the share count. If it is going down, the company is real. If it is going up, the company is funding itself by diluting you, and you walk away. You will eliminate 30 of the remaining 35. The 5 that survive are your portfolio. You buy them in equal weights. You hold for 3 to 5 years. You do not check the prices every day. You let the cash flow compound, the multiple re-rate, and the narrative correct on its own schedule, which is always longer than you think and always shorter than the bears predict. This is the entire process. It takes a weekend to run the first time, and an afternoon every quarter to update. Almost nobody runs it, because almost nobody is willing to own software in 2026, which is, as it has always been, the entire reason it works.
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unusual_whales
unusual_whales@unusual_whales·
Boebert: I don’t trade stocks. Unfortunately, it’s the one moral standard that I have in Congress, and that’s why I have no money.
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