Jason Kam

Anthropic claims Claude Opus 4.6 published today is a marked improvement for investment analysis; I put it to the test. I ran it through my automated stock pitch pipeline: 6 AI analysts, 5 rounds of debate, 1 research director. It cost ~$50 (20x my usual). Is it worth it? Here's what I found: 🧵

My codex /goal run had been working for the past 96 hours nonstop (probably poorly), and I’m just a hobbyist with no real CS background. Kind of gives me similar feeling of CC spawning agents / subagents and running for half hour on its own (think back in Feb / Mar?) It kind of felt obvious to me at that time that the agent fan-out is gonna drive material CPU demand. This continuous run kind of makes me feel like the token usage is gonna take another leg higher and feels massively bullish to the already bullish compute. Also feels pretty bullish OAI I’m sure some chads are already token maxing for days on end autonomously; I’m just a noob but even if I can pull this off, it does feel like a bunch of agents working 24/7 for a lot of white collar isn’t that far out.

@kliuless ty!

@ContrarianCurse We are going a lot higher

@MapleLeafCap Think it’s happening now

The best way to understand this market is just LO pain. I think HF are mopping up with retail pretty hard Semis and consensus longs blowing through all historical valuation bands, thin positioning pre cease fire, and stuff big enough to dish pain I can tell you that even a couple years ago the idea that MSFT would beat you up to the downside while INTC / MU killed you to the upside was unfathomable

I think my wife’s agency (Mandala Growth Labs) is hands-down the best social-marketing solution historically serving the likes of top Chinese tech shops like ByteDance and rednote (often exclusive campaigns) You should reach out if China’s tech scene / their global growth is of interest.

@FishMarketAcad @Rewkang Yes although there’s some Microcap restriction I think

@MapleLeafCap @Rewkang is this on IBKR?

Congrats to @Rewkang & team on the launch of Robostrategy $BOT Think it's gonna be a big altseason of frontier tech the next couple years across semis / space / energy / robotics and these guys are very well positioned in offering hard-to-get private exposure. Also 1 share of $BRKB is lol

@VentureCoinist @Rewkang Get long

@MapleLeafCap @Rewkang never bet against @Rewkang

I just think the filing language is pretty innocent and way you phrased it is taken out of context a bit. Hopeful he can maybe build something lasting and pump the NAV growth + MNAV massively before any exits. At some point we all have to sell, I'm down to support him being early in good robotics companies. tbf I own shares so could be biased.

@ngmingmingmi @Rewkang I don't follow; isn't this just boilerplate language and hypothetical? The list has like every shareholder who did the private deal and I'm in it too lmao

@JolTheMunk @Rewkang Don’t know

@MapleLeafCap @Rewkang what portion of their exposure is pre-revenue vs post-revenue? feels like the frontier picks should be earlier stage to justify the "hard to get" premium?

@goodalexander whats OpenAI as a % of the SOTP?

favorite trade right now is long 9984 Softbank. I hedged it with the Nikkei. they own a lot of OpenAI. OpenAI has the best AI products right now. People will want exposure to it, and - now they're realizing SPVs might be dicey, they will want it on public markets even more

@TheSlurper_ @Rewkang today's top is tomorrow's bottom

@MapleLeafCap @Rewkang TOP

@btc_bozo @Rewkang wen dxyz pump

@MapleLeafCap @Rewkang Congrats on the exit liquidity @Rewkang

@psyopsec_ltd @Rewkang retar dio

@MapleLeafCap @Rewkang retar dio

@anidesh7 @Rewkang please fix

@MapleLeafCap @Rewkang No stake in Physical Intelligence? Trash ETF

@ngmingmingmi @BaggerWalmart @Rewkang if he can add some really hard to get good robotics private names honestly am fine with it tbh

@SkylineETH @Rewkang I think ~600-700 mm USD ish? Could be wrong. Last filing shows ~19 mm shares outstanding but haven't dug in too much.

@MapleLeafCap @Rewkang what's current mcap?

@ChenWainuo I’m up big following serenity lmao it’s truly something

@MapleLeafCap Cant believe im buying litecoin in 2026

Those of you in the old school who believe this is a bubble simply have not understood the new mathematics of semiconductor w/ advancement of AI demand, or you did not cared enough to try. Bubbles are mathematically impossible in this new paradigm. So are corrections and all else

@djsayoo The most hilarious outcome is the most likely

@MapleLeafCap this kind of confidence always ages well or hilariously no in between