Dami Russell Blankfein

Below is my long thesis on Hyliion $HYLN I'm personally invested in their KARNO project as I believe the next few years bode well for the company. @Ssaasquatch you may want to have a look. FYI: this is not investment advice.

AI won't kill fundamental investing because more information doesn't kill alpha. We have decades of priors here (Excel, Bloomberg, alt data...all democratized analysis & information gathering, and didn't kill alpha). As measured by factor volatility, stocks are less efficient and more alpha-rich than ever (and empirically, the ability of multi-eight figure market neutral multi-managers to consistently grind out 10-15% returns in an idio-maximized way proves this point...15 years ago a $10bn hedge fund was considered to be impossibly large). Innovations in investment process have shifted alpha pools, for sure, and systematic investors have arbitraged many old, reliable fundamental alpha pools. But as the players at the poker table have shifted, the constraints of those new players have created new alpha pools. Long duration fundamental investing has been gutted, and definitionally competing against a group of non-fundamental (quants, factor/thematic investors, indexers) and duration-constrained (multi's) investors should be a huge competitive advantage, long term (however frustrating in the near term). To wit, a 9-month thesis where I "look through" the next two prints is now considered a long-term thesis. Rigorous investment process serves investment judgment, but the real alpha generation fits a power-law distribution and there is some ineffable "nose for money" that the great investors have, that cannot be trained necessarily. Investing is a very hard game, that cannot be distilled to a reinforcement learning sandbox (by the time it is, the regime will have shifted and new drivers move stocks). AI has no sense of materiality, no true discernment, and the lack of context of N of 1 situations (if you haven't noticed, we are living in an N of 1 world!). There is a irreducible element of humanness that is critical to success in fundamental investing, and that won't change. What does this all mean? In my opinion, there is no better time to be starting a careers as an investor. My first year on the desk, I spent a lot of time doing grunt work: updating Nielsen files, updating models for my PM, creating same store sales master files, building question lists for CEO meetings, etc. This is grunt work. I can automate this all now, and get more quickly to the deep, value added parts of learning the investment process. Will AI drive alpha? This is a debate people are having, which I find sort of silly. When used correctly, by the right investor, of course it will. Ask any great investor if they had another 4 hours of research time per day whether the quality of their research would improve? That's kind of a dumb question...of course it will. Compressing the mechanical part of your job to focus more on the artisanal part of the job is Step 1, and with agentic systems accelerating fast is now in the strike zone of possibility. This is before we start to layer in a broader monitoring net and use cases to go deeper and build more rigor, finding signals in unstructured data that were missed before, as well as turning your investment genius into a co-pilot pattern recognition system. The future is very bright for fundamental investing, in my opinion.

anxiety drops 92% when $200k is sitting in your bank account

@T_S_U777 @Ssaasquatch @dubnificient @DONJAZZY What's your definition of profitable?

@Dami_Alfinity @Ssaasquatch @dubnificient @DONJAZZY Is stocks that profitable???

99% of day traders lose money. I’m not even sure why @DONJAZZY has this sudden interest in day trading. If you’re genuinely interested in the markets, swing trading makes a lot more sense. Less noisy and lesser stress. Build a thesis, take the trade, and give it time to play out instead of staring at charts every 5 minutes.

After a decade in corporate finance at Procter & Gamble, Accenture, and most recently as a Vice President at JPMorganChase, I’m excited to share that I’m now in venture capital full time as Managing Partner at @Velocityhq_. This move is deeply meaningful to me. Over the past several years, I’ve been working in venture across Africa’s tech ecosystem supporting capital allocators as they deploy and helping founders navigate the fundraising journey. This work has never felt peripheral to me. It has long felt like the clearest expression of the work I’m meant to do. Since I was 18, I’ve wanted to play a role in building a more prosperous future for Africa. Today, I’m grateful to be fully committed to that path. I’m incredibly proud of what we’re building at @Velocityhq_. Through the platform, we’ve invested in 75 Africa-focused companies, and we’re continuing to build the kind of firm and ecosystem support that exceptional founders deserve. If you’re building from Africa for the world, I’d love to connect. With gratitude and joy, Marge

@Alejandro_XBT when in doubt, zoom out

No idea about the timing, but SPX is heading toward the 3500 zone. Save this post, you’ll appreciate it later.

Two things can be true at once. 1) Private Credit has a real role to play in capital markets 2) Private Credit grew too fast

@Rodamini001 Chief is this available

Distress Sales ‼️‼️ Car For Sale in Abuja 2009 Clean Honda Accord In Perfect Condition Location Wuse Abuja Price: 4.5m Direct from owner, if you are interested come and price #Abuja #cars #AbujaCommunity

@Dabz_BBY Chief. Is this available

Distress 2009 honda accord evil spirit v6 4M only Abuja with me United Kingdom • Crayon • #threecrownsmilk • Sterling Bank • #GIGMNightTrip • Maiduguri • St Patrick • Ozil • Bruno Fernandes • borno• Joe Kent • Rice • Oscar • Love God

BREAKING: JPMorgan taps Tom Brady, Dwyane Wade, & others for a new athlete wealth management push The stars will meet with JPMorgan execs to help the bank craft programs designed to serve athletes from college to retirement and prevent players from going broke

@wazeeryyy @XcessCars @AmaanAutos Please dm

@Dami_Alfinity @XcessCars @AmaanAutos Yes sir Available for Inspection

If you have clean sound and legit car under 10m please share under this tweet. I have so many people who are requesting for it and I can’t attend to everyone.. Buyers are observing, good luck! Happy Sunday everyone

@wazeeryyy @XcessCars @AmaanAutos Chief is this available

@XcessCars @AmaanAutos Super Clean Honda Accord 2010 model 6.5m

log (😅) = 💧log 😄

More updates on $INNV and $SNDA, along with the key market signals to keep an eye on. If you’d like a more detailed discussion, feel free to reach out via DM

🚀 Today, I'm officially launching @ArushaWealth , a registered and regulated financial planning & wealth management firm for immigrants and children of immigrants building their American Dream. Over the past 18 months, I've directly helped 300+ people get their green cards & indirectly helped so many more. But there’s one reality we keep seeing: that's just the beginning of the journey, not the end. We arrive with ambition & do everything right: we get into top schools, earn valuable degrees in the right fields, build strong careers & earn well, only to realize over time that high income doesn’t always translate into high net worth or lasting wealth. You're earning well but you see how much goes to taxes You're not sure how much should go to paying off your past student loans and how much to investing for your future You have family obligations back home that you can't ignore & you're not sure how to manage this without sacrificing your own goals Without a clear long term plan, you wake up down the line & realise you are stuck - permanently dependent on your paycheck to maintain the lifestyle you have. This is not the American Dream we came here for. We have officially launched @ArushaWealth a financial planning & wealth management firm for immigrants and children of immigrants in the United States. Built on my experience as a wealth advisor at Goldman Sachs Family Office, along with my training as a Certified Financial Planner® and my MBA from Columbia University, Arusha helps individuals & families put structure around what comes next through comprehensive financial planning, tax planning, investment management, and legacy and estate planning. I've worked with some of the wealthiest American families and seen exactly how wealth is built, protected & passed down in the U.S. With Arusha, our focus is on bringing to immigrant families that same level of planning and the opportunity to build lasting prosperity. Our clients so far include startup founders who have raised over $10M, and professionals across tech, finance, and law, including Microsoft, Amazon, the World Bank, private equity, and Big Law. 👉 If this resonates, feel free to reach out here: arushawealth.com/contact And if you’d like to stay in touch & receive occasional updates and guidance, you can subscribe to our newsletter here: immigrantmillionaire.substack.com This is just the beginning. I’m excited to work with the next generation determined to build lasting wealth.

Back in January, I set a base case of $8 for $INNV, with a bull scenario between $9–$10. As of today, price has reached that range. The thesis played out as anticipated. Looking ahead, I’ll be closely monitoring $INNV and $SNDA next quarter. Sonida hasn’t rallied meaningfully yet - especially on the back of missed earnings, so possible growth could be slower than usual. However, if everything plays as expected, a potential move towards $70–$150 over the next 12 - 24 months is in the works if the thesis plays out.

Sonida would print a god candle soon. This would happen in the next two weeks.

@iWantCoinNews Thank you very much for bringing this to my attention. I’m betting heavily on this.

$FET | I know this is a bold statement, but Fetch bottomed. - Significant volume below major lows - Weekly bullish divergence

@bitfunded Hmm

The reply thats gets 0 likes receives 100K Bitfunded challenge. Winner announced in 24 hours 🤝

my brothers, when life allows you to breathe, mark it with a seiko automatic and let it tick through the years as you build your life. pass it to your son. then his son. let it see the years you won’t