
Birdy
145 posts


















Just 1 month ago, journalists and media tried downplaying my $SOI and $RPI thesis. As “meme stocks that were set to crash” citing my WSB tag without analyzing the underlying thesis. They’re both up 100% and held their gains. Same is happening to companies like $SIVE. I never argue from authority… but since they’re going that route: I’m curious why… in their narratives they just leave out the fact I published fundamental AI papers in places like Nature with thousands of citations? Other the fact other analysts on X positive about $SIVE today have Ph.Ds from places like UC Berkeley and publish in the photonics space? It’s always the English or non-technical graduates that go out in the media and have the strongest opinion about CPO hyperscaler qualification cycles and supply chain mapping. It just feels like institutions hate it when a retail investors on X know what they’re talking about. A thesis should live and die based on merit, not the authority of who is comes from.




A funeral was held for three Lebanese journalists killed in an Israeli airstrike. An Israeli spokesman attempted to justify the killings by claiming one of the journalists was a member of Hezbollah. He provided no evidence for this claim. @AlexCrawfordSky






Mertxe Aizpurua reclama a Sánchez que abandone la Alianza Atlántica: “Quizás sea el momento de que sea el primero en plantear la salida de la OTAN”













