CompoundMind

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CompoundMind

CompoundMind

@HubBreaker

Finance × AI × Entrepreneurship × Tech. The business angle on AI, finance & tech. What's happening. Why it matters. What to do with it.

Katılım Eylül 2018
14 Takip Edilen40 Takipçiler
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CompoundMind
CompoundMind@HubBreaker·
Most people will work 40 years and retire with less than their best salary. This account exists to change that. Every post covers one thing: Finance, AI, and clear thinking to build assets instead of a salary. Follow if you're done trading time for money. 📈⚡
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CompoundMind
CompoundMind@HubBreaker·
@_masterinvestor BlackRock wants $10B of the SpaceX IPO. The smart money advice: wait 6 months. BlackRock isn't waiting 6 months. Maybe the rules are different when you're managing $11 trillion. 👀 x.com/HubBreaker/sta…
CompoundMind@HubBreaker

@capexbt SpaceX IPO: 10x oversubscribed before BlackRock even showed up. BlackRock shows up wanting 13%. The smart money doesn't wait for permission. Neither should you. 🪤

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CompoundMind
CompoundMind@HubBreaker·
@unusual_whales Accenture: 11,000 layoffs. "AI restructuring." Meta: 8,000 layoffs this week. 10% of workforce. Two of the biggest names in tech. Same week. Same reason. This isn't a trend anymore. It's a reset. 💀 x.com/HubBreaker/sta…
CompoundMind@HubBreaker

@shubh19 Accenture charges clients billions to help them with AI transformation. Then lays off 11,000 of its own employees because of AI. The consultant didn't see it coming either. 🎭

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unusual_whales
unusual_whales@unusual_whales·
BREAKING: Meta Platforms, $META, is set to begin laying off approximately 8000 employees this week, representing about 10% of its workforce, per YF
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CompoundMind
CompoundMind@HubBreaker·
@NikTek Developers in 2006: how do we fit a game in 256MB? Developers in 2026: how do we fit a blank page in 356MB?
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CompoundMind
CompoundMind@HubBreaker·
@KobeissiLetter 5 chip stocks drove more than half of the S&P 500's gains this year. The other 495 stocks combined? Less. You don't need to own the whole market. You need to own the right part of it. 🧠
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Shocking stat of the day: Semiconductor stocks have accounted for more than half of the S&P 500's +8% year-to-date gain, or +563 index points. NVIDIA, $NVDA, alone has contributed +110 index points to the S&P 500. This is followed by Micron, $MU, at +58 points, Broadcom, $AVGO, at +44 points, AMD, $AMD, at +40 points, and Intel, $INTC, at +39 points. As a result, the remaining 495 stocks in the index have collectively contributed +272 points. This comes as the Semiconductor index, $SOX, has rallied +64%, 8x the performance of the S&P 500. Chip stocks now also account for 18% of the S&P 500’s market cap, near an all-time high. Semiconductor stocks are a modern-day gold rush.
The Kobeissi Letter tweet media
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CompoundMind
CompoundMind@HubBreaker·
@shubh19 Accenture charges clients billions to help them with AI transformation. Then lays off 11,000 of its own employees because of AI. The consultant didn't see it coming either. 🎭
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Shubh Jain
Shubh Jain@shubh19·
🚨Accenture Lays Off Over 11,000 Employees in $865M AI-Driven Restructuring
Shubh Jain tweet media
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CompoundMind
CompoundMind@HubBreaker·
Profitable doesn't mean sustainable. I learned this the hard way. My side hustle made $10K monthly but required 80-hour weeks. I was trading time for money at a terrible rate. Build systems, not jobs for yourself.
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CompoundMind
CompoundMind@HubBreaker·
@jeremyct The 30% rule of thumb for rent. But the real math is simpler: Whatever's left after rent should cover savings, investments, and emergencies. If it doesn't, the apartment is too expensive. Doesn't matter what your salary is. 📊
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Jeremy
Jeremy@jeremyct·
The MAX rent you should pay based on your income: • $40k salary: $850 • $50k salary: $1,050 • $60k salary: $1,250 • $70k salary: $1,450 • $80k salary: $1,650 • $90k salary: $1,850 • $100k salary: $2,100 • $110k salary: $2,300 • $120k salary: $2,500 Paying more than this makes it really hard to save money, invest, or afford major life expenses.
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CompoundMind
CompoundMind@HubBreaker·
@Kalshi Three days ago: Ackman dumps $GOOGL for $MSFT. Today: Berkshire increases its $GOOGL stake by 200%. Same asset. Two of the smartest investors on earth. Opposite moves. Nobody knows anything. Buy and hold. 🧠 x.com/HubBreaker/sta…
CompoundMind@HubBreaker

@Polymarket Berkshire buys $GOOGL. Ackman dumps $GOOGL for $MSFT. Same day. Two of the smartest money managers on earth just took opposite sides of the same trade. This is fine. 🙂🔥

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Kalshi
Kalshi@Kalshi·
JUST IN: Berkshire Hathaway increases its stake in Google by 200%
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CompoundMind
CompoundMind@HubBreaker·
My approach: 80% index funds for stability, 20% individual stocks for learning and potential upside. Start with the foundation, then experiment as you learn.
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CompoundMind
CompoundMind@HubBreaker·
Individual stocks can outperform but require research, time, and higher risk tolerance. One bad pick can wipe out gains from three good ones.
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CompoundMind
CompoundMind@HubBreaker·
Index funds (like S&P 500) give you instant diversification across 500 companies. Lower risk, consistent returns. They've averaged 10% annually over decades.
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CompoundMind
CompoundMind@HubBreaker·
@TheICHpodcast $600,000 on a team he couldn't name. $1,400,000 back. Worst financial advice. Best financial outcome. Don't try this at home. 😎😭
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The Iced Coffee Hour
The Iced Coffee Hour@TheICHpodcast·
Togi reveals he sold ALL his assets except a $1,400,000 parlay ticket Togi: “I emptied the bank account, no investments. This is my only asset right now… This f*cking parlay that just hit for $1,400,000. I gotta go cash it in two days” Graham Stephan: “Holy crap! What did you bet on?” Togi: “We put $600,000 on PSG to win two nights ago. So, that’s why I’m in Paris. We went to watch the game” Jack: “Name five players on PSG” Togi: “Couldn’t name one”
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CompoundMind
CompoundMind@HubBreaker·
@aerockrose Low prices AND $25/hour average wage. Costco didn't choose between cheap and fair. They chose retention over turnover. Turns out that's cheaper. 🏆
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andrew engler
andrew engler@aerockrose·
Costco's CEO reveals the uncomfortable math behind keeping prices low: "We always wanted to have great prices. Never do it on the back of your people. Pay good wages." "Employees 10 years or more make almost $29/hour. Our average wage is almost $25/hour." The cheapest operator is not always the one squeezing the most. Sometimes the edge is retention.
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CompoundMind
CompoundMind@HubBreaker·
ChatGPT told you to cancel Claude when connected to your bank. Google suspended an account and killed a $140k MRR SaaS overnight. The pattern is the same. 🪤 Never give a single platform control over your financial decisions or your business. Single point of failure = single point of collapse. x.com/HubBreaker/sta…
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The Smart Ape 🔥
The Smart Ape 🔥@the_smart_ape·
> use a google account for 15+ years > do everything with it: youtube: google, drive, playstore > launch a saas > stripe, slack, notion, vercel, ....: sign in with google > wake up and see: "your account has been suspended for ..." > can't open notion → 3 years of client files gone > can't open stripe → can't refund > can't reach cofounder (slack-sso-via-google) > domain renewal notice goes to dead inbox > lose a $140k mrr saas > still don't know what i did wrong > mfw "sign in with google is more secure than passwords"
The Smart Ape 🔥@the_smart_ape

x.com/i/article/2055…

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CompoundMind
CompoundMind@HubBreaker·
@KobeissiLetter 10Y yield at 4.63%. Mortgage rates near 7%. Rate cuts: 2% odds. Translation: borrowing just got more expensive for everyone. Homes. Cars. Credit cards. Business loans. The bond market is the one number that touches everything. 🧠
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
It simply won't stop. It is Sunday night and the US 10Y Note Yield just casually hit 4.63%, the highest since February 2025. We are now ~4 basis points ABOVE the high that prompted President Trump's "90-day tariff pause" in April 2025. This puts the 10Y Note Yield up +70 basis points since the Iran War, with US mortgage rates now nearing 7.00%+. And, in a sudden turn of events, the odds of rate cuts have collapsed to 2% this year and US inflation is nearing 4%+. The US bond market is collapsing in real-time.
The Kobeissi Letter tweet media
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CompoundMind
CompoundMind@HubBreaker·
@polydao Fire your best engineer. Watch him hand your $1.79B infrastructure blueprint to the entire internet. Loyalty is a two-way street. Companies keep forgetting that.
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Mr. Buzzoni
Mr. Buzzoni@polydao·
Atlassian's CEO after firing the engineer who built their $1.79B infrastructure and the guy released a 38-minute breakdown of everything he built, free for anyone to copy
Mr. Buzzoni@polydao

Atlassian's revenue: $1.79 billion last quarter Atlassian's move: fire the engineer who built their infrastructure his move: post a 38-minute breakdown of every system he built, free for anyone to copy what he revealed: > Envoy proxy instead of enterprise load balancers > sidecar architecture for auth, logging, rate limits > DynamoDB + SQS for async provisioning > Packer + SaltStack for automated VM deployments at scale Atlassian charges per employee across 350,000 customers this guy just handed you the enterprise playbook for free save this

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CompoundMind
CompoundMind@HubBreaker·
@TheICHpodcast IRS audit rates by income: Under $500k → <1% $1M -$3M → 1.2% Over $10M → 2.6% The real tax risk isn't the rate you pay. It's the scrutiny you attract. File clean. Sleep easy. 📊
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The Iced Coffee Hour
The Iced Coffee Hour@TheICHpodcast·
Tax expert reveals if you make under $500,000/year, your chances of getting audited by the IRS are under 1% “If you are making less than $100,000, less than $500,000, your audit risk is less than 1%. If you're making $1 million to $3 million, your audit risk jumps up to 1.2%. If you're making over $10 million, your audit risk jumps up to 2.6%. IRS releases this every single year.”
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CompoundMind
CompoundMind@HubBreaker·
@chatgpt21 The robot didn't win because it's stronger. It won because it doesn't need a bathroom break. 🤡 The bar for automation was never "better than humans." It was "never tired."
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CompoundMind
CompoundMind@HubBreaker·
If you're not using AI for research, you're wasting hours. I cut my research time by 70% using Perplexity AI. It searches, summarizes, and cites sources. Like having a research assistant who never sleeps.
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Keşfet

@_masterinvestor @unusual_whales @NikTek @KobeissiLetter @shubh19 @jeremyct @Kalshi @vivoplt