Kevin

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Kevin

Kevin

@FINITEkevin

Interested in business, finance, energy and ideally the collision of the three. Little bit of 🍷 & 📸. Tweets are my own

Los Angeles, CA Katılım Mayıs 2020
1.2K Takip Edilen612 Takipçiler
Kevin
Kevin@FINITEkevin·
@makeHouses @felixrieseberg Yeah. I’ve tried this a couple times and not gotten as good of a result. Would be great to see the prompt
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Michael Bergin
Michael Bergin@makeHouses·
@felixrieseberg This is the best result I have seen from this workflow - are you able to share the chat?
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Felix Rieseberg
Felix Rieseberg@felixrieseberg·
I'm moving and found a fun little use for Claude Cowork: Hand it a floorplan and ask it create a 3D planner. The attached demo (not my real place) was a one-shot. I also had it find all the email receipts for furniture I got over the last few years and put in matching models. Yesterday, I asked it to add a game mode so I can walk through different versions of my new place. The future is SO FUN
Felix Rieseberg tweet media
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Kevin
Kevin@FINITEkevin·
@CalumLewis Listen to the most recent $crm earnings call. It may not convince you to buy $now but it should make you run from $crm
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Calum Lewis
Calum Lewis@CalumLewis·
I guess we don't have much lovers of $CRM out there, most of you agree with $NOW being stronger here
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Calum Lewis
Calum Lewis@CalumLewis·
Thinking about trimming $CRM to buy more $NOW. $NOW grows twice as fast. Trades at 1.5–2x the valuation on almost every metric. I would be paying up significantly for the growth but in my opinion a strong business. But I keep coming back to the same question: would you rather own the faster horse at a premium, or the slower one at a discount? Leaning toward $NOW. What would you do?
Calum Lewis tweet media
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jj smith
jj smith@war24182236·
SAN FRANCISCO 7th & Market st
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Jonah Lupton
Jonah Lupton@JonahLupton·
Some of the numbers that $RDDT is mentioning around their ai-powered ad stack (Reddit Max) is impressive... Furniture company called Cozy saw... 28% lower CPA 35% higher ROAS
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Jonah Lupton
Jonah Lupton@JonahLupton·
Another phenomenal earnings report for $RDDT... Q1 revs of $663M, up +69% YoY Q1 ebitda of $266M, up +131% YoY Q1 eps of $1.07, up +664% YoY Q1 gross margin of 91.5% $RDDT beat Q1 revenue estimates by +8.9% $RDDT beat Q1 ebitda estimates by +18.2% Meanwhile $RDDT came into Q1 earnings trading at less than 20x NTM EPS... easily one of the most undervalued growth stocks that I own/track. I believe $RDDT can do $4-5B of net income in CY2030, throw a 25x multiple on that number and $RDDT has 4-5x upside over the next 4-5 years. NFA. DYOR. *I own $RDDT personally and so does @FirstWaveFund
Jonah Lupton@JonahLupton

Some of you know that I launched a hedge fund several months ago (early November). We run a long/short strategy, focused on owning the 20-40 growth stocks that we believe have the most upside over the next 2-3 years... this means they need to have great fundamentals, strong management teams, compelling valuations, and multiple catalysts that we can identify and track accordingly. It's been a rough few months for many growth investors (we also took some pain)... thankfully we were averaging down into our core positions but we've still seen some red months and it has not been enjoyable. I'm not a fan of losing money. Stepping back... I've never had more conviction in my process or my portfolio than I do right now... especially with some of my favorite stocks down 20-40% from their September/October/November highs despite strong Q4 earnings reports, strong CY2026 guidance and extremely compelling valuations. With that said, here are our top 10 positions in alphabetical order: $APP $CPNG $CRDO $HIMS $HROW $SKHYNIX $IREN $NBIS $RDDT $TMDX I believe all of these stocks are trading at meaningfully higher prices in 2-3 years which remains my focus for generating outsized long-term returns. Enjoy the rest of your day 😊 NFA. DYOR. ** @FirstWaveFund owns all of the stocks mentioned in this post.

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Lorenzo | Meta Ads & Performance Creatives 📈
If your hooks suck, your ads suck. Here's what we learned running $107M worth of hooks across every ad format: - There are formats that make drawing attention 10 TIMES easier - The right hook should draw attention from the RIGHT viewers - A small hook change can take an ad from $5k spent to $500k spent I broke down exactly how we build hooks that consistently hit above 45% hook rate: the 3 ingredients, the visual cues, the mistakes most brands make, and why format matters more than most people think. Want me to send it over? Like + comment “HOOKS” and I'll send it over ASAP (Must be following)
Lorenzo | Meta Ads & Performance Creatives 📈 tweet media
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Chris
Chris@everestchris6·
this OpenClaw bot finds warehouses with old roofs, renders solar panels on their actual building, and books the owner a call, all on autopilot... here's how commercial roofers can close $2M+ deals before the solar tax break ends: - scans thousands of commercial roofs via satellite - scores each building by roof age & urgency - pulls exact panel count from Google Solar API - finds the real owner (not the property manager) - calculates their federal credit to the dollar - renders a video of panels materializing on their roof - ships a personalized proposal - fully automated end to end every day that passes is money off the table. reply "ROOF" + RT and i'll send you the full breakdown so you can build this too (must be following so i can DM)
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Chris
Chris@everestchris6·
this OpenClaw bot finds warehouse owners & books them solar deals on autopilot... here's how solar business owners can use it to close $500k+ commercial installs: - scans 1000s of warehouses via satellite imagery - scores every roof by size, sun hours & payback - pierces the LLC to find the actual human owner (not info@) - renders their building with panels on it + 25-yr savings - ships them a personalized microsite at their company name - follows up across email, sms & linkedin - books calls straight to the calendar 24/7 reply "SOLAR" + RT and i'll send you the full breakdown of how you can do it too (must be following so i can dm)
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Jordan Ross
Jordan Ross@jordan_ross_8F·
Anthropic ran their entire marketing operation with one person. $380 billion company. Paid search. Paid social. SEO. Email. App stores. One non-technical hire doing all of it — for 10 months. I pulled it apart. Compared it to every system we've built across the clients we've worked with. Then asked myself one question: If I had to reverse engineer this from scratch — what would it actually look like? Turns out the architecture isn't that complicated. I mapped the whole thing into a 47-page PDF you can upload directly to any LLM. It coaches you through building your own version step by step. Comment "marketing" and I'll send it over.
Jordan Ross tweet media
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Kevin
Kevin@FINITEkevin·
@zakkates @emilypont This 100% should be part of the tool. It’s far more efficient to read a utility bill than parse the puc docs
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Zakery Kates
Zakery Kates@zakkates·
@emilypont Are we able to submit local data? For instance, I’m in Illinois (City of Naperville) and there’s no data; I could submit data for the past 5 years
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Emily Pontecorvo
Emily Pontecorvo@emilypont·
We are launching a big project today with MIT — The Electricity Price Hub! You can view monthly electricity prices per kwh and avg. bills for every major utility in the country going back to Jan 2020. electricity.heatmap.news
Emily Pontecorvo tweet media
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VEO
VEO@vrexec·
@huththetruth331 There’s negligible tax benefit beyond the standard deduction
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VEO
VEO@vrexec·
I'm doing some back of the envelope math on buying vs renting. Say you buy a $1M house with 20% down at about 6% mortgage rate and plan to stay there for five years. Your principal paydown in the first five years is about $57,000, but you've paid about $230,000 in interest. You've also paid roughly $100,000 in property taxes, insurance, and maintenance. Say the house appreciated 2.5% every year — so when you sell it's worth about $1.13 million. Your all-in costs to sell are about 7.5% — brokerage commissions, transfer taxes, attorney fees, title insurance, and the inevitable post-inspection negotiation. On a $1.13M sale that's about $85K in fees. So you net about $1.046M. You still owe $743K on the mortgage. You walk away with about $303K in cash — your $200K down payment back, your $57K in principal, and about $46K in net profit from appreciation. Your non-recoverable costs — interest, property tax, insurance, maintenance — were about $330K over five years, or about $5,500/month. That's your effective rent. But you "made" $46K selling, or about $770/month — so your effective rent was about $4,700/month. Not bad, but you tied up $200K for five years to get there. And if appreciation was 1.5% instead of 2.5%, that net gain basically disappears and you're paying $5,400+/month in effective rent. And this assumes there's appreciation at all — and that something doesn't go wrong with your house that needs a major remodel or repair. On a five-year horizon at 6% rates, you need everything to go right on appreciation just to make ownership competitive with renting. The transaction costs eat most of your upside. What am I missing? Anything?
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Kevin
Kevin@FINITEkevin·
@Camp4 Exactly what helped my lower back pain. I would add sauna. I don’t know if it was just the sauna or the fact that I did my stretching in the sauna but had a big impact
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Kevin Dahlstrom
Kevin Dahlstrom@Camp4·
I’m convinced that 80% of chronic back and joint pain is caused by systemic inflammation due to a bad diet and unhealthy gut. 🤪 Then we take ibuprofen, which further damages the gut. Here are 3 things you should try: 1) Eat a super-clean diet for 14 days and see how you feel: —Single-ingredient foods (for me, that means mostly meat and fresh fruit) —Only drink water, tea, and coffee (no alcohol or energy drinks) —If you eat bread, make it high quality sourdough from a local baker (not a grocery store) —High quality condiments and oils (no seed oils) —Very little refined sugar 2) Use good old-fashioned aspirin instead of ibuprofen and naproxen. Unlike those other NSAIDS, aspirin doesn’t damage the gut and has a huge number of other health benefits. I use this brand, which doesn’t have binders, fillers, or coatings: healthnatura.com/aspirin-powder… 3) The peptide BPC-157 is all the rage in fitness circles and it’s especially effective for repairing the gut. The results of some recent animal studies are miraculous. Fitness bros inject BPC-157 (and I have too) but it’s one of the few peptides that can be taken orally. I’m currently experimenting with brands and don’t have a favorite yet. ⭐️ BONUS: —Get your vitamin D and testosterone levels checked and correct them if they’re low. You’ll never be healthy if your hormones are suboptimal. —Ditch (most of) your supplements. Beyond a few basics, most don’t work anyway and they irritate the gut. You should not be taking 10+ pills each day. —Try red light therapy (I use a Novaalab lower back pad) —Try sleeping on earthing sheets (Google it) —Put together a mobility exercise program and do it 3X/week. Start with a simple 3-minute deep squat each morning. 💪
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Noah Frydberg | Tiktok Shop For Brands
BREAKING: CLAUDE can now manage all your social media on autopilot, better than $600/hour community managers ! Here are 7 insane Claude prompts to start automating your social media ecom brands strategy today Here’s the crazy part: This system produces 550+ cinematic, product-ready ads per day from a single prompt. Here’s the full pipeline: → AI generates a realistic UGC persona — face, voice, personality → Arcads clones a natural voiceover in seconds → CapCut auto-edits: captions, pacing, hooks — done → our phone farm method pushes every finished video straight to TikTok Shop → Cruva Social 1 identifies which hooks are already winning in your niche before you film anything The result: 500+ videos a month, per brand, at a fraction of what one UGC creator used to cost. Most brands are still paying $300–500 per video. Testing 10 hooks takes $5,000 and three weeks. With this system, you test 100 hooks in the same timeframe. The ones that win get scaled. Automatically. AI is the new creative director. TikTok doesn’t reward the best video. It rewards the brand that shows up the most — with content that converts. Static agencies are dead. Creator dependency is a liability… and it’s soooo 2025. No more waiting on creators. No more $500 videos that flop after 200 views. The brands that automate content at scale will be the biggest winners of 2026. If you want the full breakdown: Like & comment “SYSTEM” I’ll send you the complete workflow, every prompt, and a step-by-step walkthrough. Free. (Follow first so I can DM.)
Noah Frydberg | Tiktok Shop For Brands tweet media
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David Roberts
David Roberts@recap_david·
I turned a single renovation photo into a cinematic time-lapse video for $10 of credits. These videos are crushing on social media because humans naturally want to see what the construction turns into. The dwell time is nuts. So... now we're using these videos to help promote real estate development and landscaping companies. Here's how it works: → Drop one finished renovation image into a customGPT that reverse-engineers the full construction sequence → Calico AI generates each stage of the renovation with consistent aerial camera angles → Kling 3.0 animates the timelapse transitions between frames with realistic construction movement → ElevenLabs generates a matching soundtrack → Stitch in CapCut and export The result: real estate developers and landscaping companies get portfolio-quality timelapse content from a single photo. No production team. Landscaping firms can use these for ads, social content, client pitches, and website videos that actually convert. Comment "RENOVATION" and I'll send you the exact system, custom GPT, and all prompts (must be following so I can DM you!).
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Kevin
Kevin@FINITEkevin·
@TheStalwart Pretty sure that’s ai telling you to go take a smoke break while it tests. Or at least that’s the way I took it
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
Is a "smoke test" a term of art?
Joe Weisenthal tweet media
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Kevin
Kevin@FINITEkevin·
The call was too much talking and not enough showing. Benioff bragging about a key client he was at dinner with the night before not knowing what an agent was and then showing him a slackbot pretending it was the most powerful agent he’s seen not only underwhelmed but it highlighted how behind they are. Which further highlighted right now might now be the time to buyback more stock. They bought back $12bn over the last 12 months which turned out to be a bad trade. Now they’re talking about how $50bn is because their stock is undervalued. And somehow benioff could only get approval from the cfo to invest $300m in anthropic. The whole call just didn’t add up
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Matt Slotnick
Matt Slotnick@matt_slotnick·
@LukeThompson360 i need a numbers nerd to tell me why the market hates this FCF and the buyback. it wasn’t that long ago that people were saying SaaS was structurally unable to ever be profitable… and now you have this… and no one cares?
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Matt Slotnick
Matt Slotnick@matt_slotnick·
who has the best write up on $CRM earnings?
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Kevin
Kevin@FINITEkevin·
@JaredSleeper It was pretty unbelievable Same table one year apart
Kevin tweet mediaKevin tweet media
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Kevin
Kevin@FINITEkevin·
@moseskagan Oh man. We just closed and this nearly happened to us this morning.
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Moses Kagan
Moses Kagan@moseskagan·
When the federal government shut down in '13, my ex & I were in escrow to buy a fourplex w all buyer contingencies removed. Our lender could not get a tax return transcript out of the IRS, which meant we couldn't close, which led to the seller threatening to cancel & keep our deposit. One of the more stressful periods of my life. Careful out there.
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Kevin
Kevin@FINITEkevin·
@clawrence I think installers (net of sales commissions) are with 10-20% in some places. $2 is ideal, but I think your point still holds at $2.50
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Craig Lawrence
Craig Lawrence@clawrence·
Tax credits & full net metering for resi solar are on the way out. Whether it's this year, '28 or '32 - at some point solar companies won't have them to lean on. You shouldn't need them below $2/W. And how much easier would life be, not having to fight over these things?
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Kevin
Kevin@FINITEkevin·
@clawrence It’s pretty wild At least $1 of that soft cost is sales. But how much easier (cheaper) are sales if you’re selling $2-$2.50/watt systems
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Craig Lawrence
Craig Lawrence@clawrence·
Incredible press release by @CompleteSolar (aka SunPower) CEO T.J. Rogers. I very much agree with the sentiment, but am disappointed they are planning to remain at >$3/W. It is time for the US solar industry to grow up. Who can deliver at <$2/W? I want to speak with you. investors.sunpower.com/news-releases/…
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