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AK

@KostCapital

20 years old. Stock Market & Geopolitical analysis. $TSM, $VG, $HOOD, $BMNR.

Katılım Nisan 2022
491 Takip Edilen604 Takipçiler
AK
AK@KostCapital·
@amitisinvesting All signs point to this being a much longer war than expected. I genuinely don’t see a world in which Iran gives up their biggest asset - enrichmed Uranium. Unless Trump wants to take the public loss I expect this war to continue on for at least another 4-6 months on and off.
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amit@amitisinvesting·
so the US struck an Iranian military base near the strait which led to the IRGC retaliating & attacking a US airbase in Kuwait now oil is up 4% do they really think its March this playbook is 3 months old but I guess if they wanna run it back then okaaaaay 🥶
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AK@KostCapital·
@TThompson It’s the next leg of AI for sure, but funds like BOT are very flawed and may not be your best bet.
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Tristan Thompson
Tristan Thompson@TThompson·
I have a good thesis on robotics…👀👀
Tristan Thompson tweet media
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AK@KostCapital·
If this war continues… and I believe it will. Than $VG will continue to print on their spot cargos and long-term contract acquisition. The main risk in the conflict is rate hikes on inflation fears, but CP1 has 97% coverage so the main risk will be rates on CP2 and beyond. Bullish $VG.
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AK@KostCapital·
Congrats @amitisinvesting and @stevenfiorillo on another fantastic pod. I am even more bullish on Zeta as a key example of SaaS leveraging AI to it’s advantage. There needs to be a name for Saas companies utilizing AI to great success.
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AK@KostCapital·
Is Trump genuinely about to pump my $BMNR bags 😂 The most entertaining outcome is the most probable…
AK tweet media
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Patrick Bet-David
Patrick Bet-David@patrickbetdavid·
Who would you like to see on the podcast next?
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AK@KostCapital·
@Sam_Badawi I honestly would never have guessed they were not already in the S&P. I wonder why now as the company has struggled and with the news of recent competition from $AMZN.
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Sam Badawi
Sam Badawi@Sam_Badawi·
$FDXF FedEx Freight Holding Company will join the $SPY S&P 500 in June, replacing $EPAM. $DAVE will also join the S&P SmallCap 600.
Sam Badawi tweet mediaSam Badawi tweet media
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AK@KostCapital·
@Sam_Badawi Which company has had a more amazing turn around $DELL or $INTC?
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AK@KostCapital·
@Sam_Badawi Love to see a bit or fiscal savings coming from the DOD.
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Sam Badawi
Sam Badawi@Sam_Badawi·
$DELL won a $9.7B Pentagon contract to provide $MSFT enterprise software across the U.S. military over the next five years. The agreement is expected to streamline procurement, reduce duplicate software spending, and save the Pentagon an estimated $422M annually.
Sam Badawi tweet mediaSam Badawi tweet media
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AK@KostCapital·
@KrisPatel99 I genuinely think that these AI primes will make massive deals with SaaS companies in the future to create a better product and this whole apocalypse will end up looking silly.
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Kris Patel 🇺🇸
Kris Patel 🇺🇸@KrisPatel99·
👇 ... Value generation will migrate to the Software layer...
a16z@a16z

OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generic AI coworker. You don't pour billions into massive forward-deployed joint ventures if you think the next model release is going to take care of it. In the cloud supercycle, semis led and software followed (and you didn't need Qualcomm or ARM to tell you the value was migrating up the stack). In AI, the infra layer itself is telling us the application layer is a separate, massive opportunity they can't fully capture. a16z's @joeschmidtiv on why the app layer isn't dead: a16z.news/p/avoiding-dea…

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AK@KostCapital·
@ChrisCamillo Stock price is simply a way to guage if the market has caught on to your thesis or information.
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Chris Camillo
Chris Camillo@ChrisCamillo·
Pay attention to changing information, data, and knowledge dissemination. Not stock price.
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AK@KostCapital·
@Sam_Badawi AI Cybersecurity is going to be worth hundreds of billions if not trillions.
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Sam Badawi
Sam Badawi@Sam_Badawi·
OpenAI is ramping up cybersecurity and misinformation defenses ahead of upcoming elections, according to Axios. The company is also offering cybersecurity tools to U.S. voting system manufacturers to help protect election infrastructure from AI-driven threats.
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AK@KostCapital·
$VEEV may genuinely be the most resistant company to the current SaaSpocalypse. Preliminary research is promising so I recently initiated a small test position. Deep dive coming soon.
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AK@KostCapital·
@ChrisCamillo Sounds like a great follow to me.
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AK@KostCapital·
@1184plus20 @ChrisCamillo It’s learning how to sort the signal from the noise that creates the advantage.
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AK@KostCapital·
@stevenfiorillo @artemis Do you put $Zeta in that batch of companies or do you think they are not nearly as effected?
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AK@KostCapital·
@tracyokay @ChrisCamillo Among the girls my age I see a lot of them that are open to learning about it but seem overwhelmed starting. I’ve always tried to introduce them to it and begin them on that journey.
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AK@KostCapital·
@ChrisCamillo The woman in your life could genuinely be your greatest advantage if you just take a second to watch and listen.
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Keşfet

@amitisinvesting @TThompson @stevenfiorillo @patrickbetdavid @vladtenev @ChrisCamillo @BillAckman @Sam_Badawi