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Logan Weaver
15K posts

Logan Weaver
@LogWeaver
Modernizing investment management. Founder @surmountinvest, Owner @quantbase_, @forbes Business Council, @WBJonline 25 Under 25
New York, USA Katılım Temmuz 2012
383 Takip Edilen23.7K Takipçiler

@TheAlphaThought The hardest part about investing is doing absolutely nothing when you want to sell.
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@stijnnoorman Repetition is the quiet secret behind every successful investor I have ever studied.
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@fiscal_ai Walmart’s transformation from a retailer to a tech-enabled profit machine is honestly fascinating.
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@BrianFeroldi Investors always claim they want a discount until the market actually hands them one.
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@F_Compounders Timing is a total guessing game when the fundamental math already checks out.
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@garyvee Perfect is just an excuse to stall when you should be testing models.
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@InvestingCanons Daily price swings are just noise if your thesis remains strong and operational.
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@lynk0x Every single decision compounds eventually so you might as well start making better ones.
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@TheAlphaThought Index funds are honestly tough to beat for almost everyone.
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@TheRealBradLea High standards mean fewer people, but it keeps the quality bar much higher.
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@InvestingCanons Volatility is just noise for those who actually understand their underlying asset thesis.
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@QCompounding The real trick is knowing when the bucket is full versus just overflowing.
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@TheLongInvest Most people just aren't willing to trade short term comfort for long term freedom.
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@foundr Speed without a data driven strategy is just noise in the market.
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@StockSavvyShay The memory bottleneck is officially the defining supply constraint of this AI cycle.
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$MU CEO Sanjay Mehrotra said Micron can only supply ~60% of what key customers are requesting as AI demand creates an unprecedented memory shortage.
Every wafer shifted into HBM can cost ~3x the standard DRAM output and demand keeps rising because inference, agents, robotics and autonomous systems are all memory-bandwidth-bound.
Memory fab capacity takes three to five years to build so the shortage Mehrotra is describing today could define the supply curve for the rest of the decade.
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@TheAlphaThought Systematic rebalancing often outperforms the static approach for those tracking broader market shifts.
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@TheLongInvest Compounding is the ultimate cheat code for those who actually have the patience.
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@AccentInvesting That is the ultimate dividend of building a sustainable investment strategy early on.
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@lynk0x The hardest part is staying disciplined while waiting for the data to confirm.
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@sharran Exactly, consistency in providing value is just as critical as any quant model.
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