laurinbrando
292 posts
laurinbrando
@Pulvi93
entropy tamer and stimuli chaser.
Germany Katılım Mayıs 2009
709 Takip Edilen135 Takipçiler
@TheOmniLiberal Maybe tell the real reason why Russia "invaded a sovereign nation". Give the whole story.
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“Trump is good for Ukraine” is officially up there with “30-50% of college girls are getting flown out to Dubai.”
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When you guys find out my fund’s name I’m going to be cooked on this app lmao.
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@Jackkk 1000 years of living
just to avoid the sun
endless procrastination
to annhilate the fun?
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@ZacksJerryRig @elonmusk @DOGE So when the United States hypothetically gets attacked or something bad happens the African nations are gonna help us out right?
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So with Ebola you die from complete organ failure and bleeding out from your eyeballs. Thanks to @elonmusk and @DOGE for eliminating the programs we had in place to contain this plague. 👍 here we go again.
BNO News@BNOFeed
JUST IN: Number of Ebola cases in Congo reaches 1,000, according to the health ministry
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@fkedkkd233 @IrynaVoichuk wait until you find out where the war takes place ...
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@IrynaVoichuk Why those mens that are screaming do not go to war instead to be like dumbs in their windows?
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Kyiv tonight.
Amid explosions and russian attacks, people lean out of their windows shouting: “Usyk! Usyk! Usyk!” “Slava Ukraini!” “Heroiam slava!”
A city refusing to let fear become its only voice.
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@daniel_koss Thanks for the quick reply, big fan of your work.
X without premium is a little fiddly … appreciate it a lot!
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I have two options for you:
1. I will share my Substack post on X for free, just without the valuation part.
2. I'm not really sure what it depends on, but sometimes X adds an audio version, so you could listen to 80% of it for free via audio. On my Substack, you will be able to listen to the full version not for free, but via audio still. You can still listen to the free version on audio if you prefer Substack audio over X for whatever reason.
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People ask so many questions about $FCEL
Is it a buy?
How big is the upside potential?
What are the risks?
Please just listen to the podcast?
People on X basically want a 10x opportunity, ideally by yesterday, without volatility, no risks and don't even bother to listen to a 50min podcast trying to address all the questions...
Just listen the podcast, THEN I'm happy to discuss questions that aren't directly addressed in it.
Daniel Koss@daniel_koss
FuelCell Energy $FCEL deep dive with @ThematicTrader Is $FCEL (stock) the next $BE? With the recent government filing that they may land their first data center order, the AI infra pivot is official. Rerating potential from here is massive. - Introduction - What T5 does - Nebius vs T5 - Fairfax County filings - Fuel cell community acceptance - Gas turbine noise problem - Permits and social license - Document uploads - Site plans walkthrough - Verifying info with subscribers - Investor presentations - FuelCell deployments - Why verification matters - FuelCell's market position - Future energy demand - Regulatory hurdles - Bring your own power - Demand vs nuclear plants - Future power mix - Nuclear public perception - Nuclear near data centers - Why gas turbines fall short - Shift to fuel cells - Solar and wind options - Renewables vs fuel cells - Renewable reliability gap - Land use for solar - Grid pressure - Bloom Energy stock reaction - Oracle picks Bloom - Recent energy deals - Bloom's capacity targets - Supply can't meet demand - What it means for FuelCell stock - FuelCell's business model - Stock skepticism - FuelCell's troubled history - Pivot to firm orders - Business potential recap - Multi-bagger thesis - The bull case - Demand-driven expansion - South Korea opportunity - Institutional interest signals - Stock volume and options - Options chain analysis - Rerating catalysts - Capacity expansion guidance - Valuation upside - Revenue potential - Energy demand outlook - Risks for investors - Final outlook
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@James07172325 @hoarderresearch LOL. You are a millionaire now. TOMBSTONE SMILEY
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$SIVEF was $4.80 two days ago.
It closed at $6.30 today. All-time high is $6.75.
31% in 48 hours. No news dropped. The thesis did not change between Monday and Wednesday. Only the price did.
Illiquid micro-caps do not give you time to think. They give you time to act or time to regret.
Which side of $4.80 were you on, anon?
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@scaling01 will post what you missed in my substack in an hour or so 🤣
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can someone check on gary
> reports of Anthropic posting profits in Q2
> OpenAI general purpose model solves long-standing and well-known Erdös problem without scaffold
> OpenAI valuation up 67% since start of the year
> Anthropic valuation up 173% since start of the year
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two crypto scandals dropped the same day. FBI traps small scammers with a fake token. Jane Street allegedly dumps $192M on insider info while retail dies.
One gets 18 arrests. The other? Court filings
while retailers are again just treated as the exit liquidity of these hyped up charts
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I'm so sick of reading em dashes and "it's not x, it's y."
I'm so sick of it, man.
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@getatRobJ24 @jasonschips I think it’s perfectly reasonable to hedge in a situation like this..
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Leopold released his 13F and uhh... WHAT IS THIS?
Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML
Bro turned into Michael Burry
However, the fact that he was in these positions on March 31st means that the following rally over the next six weeks absolutely obliterated him.
What is happening to Leopold (or what does he think is happening to us)?
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@TheSketchy1x @jasonschips Only if he didn’t close a few days after … that is exactly it. This information is useless guys …
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@bubbleboi Is this one of those funny jokes that only land in your head?
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Hot Take: But chamath is right we don’t need Taiwan.
The All-In Podcast@theallinpod
Chamath: Taiwan Loses Its Strategic Importance in 18 Months @chamath: “ We're 18 months from Taiwan not being an important moment of conversation the way it is today. Why 18 months? Because we are at a point where we're probably 1-2 nanometers away from being able to do what we need Taiwan to strategically do for us. And so as we scale up our chip fabs, as we get more capacity, and interestingly, there are these orthogonal technologies being developed. I don't know if you guys saw, but Neuralink was showcasing a machine that is literally operating at the almost nanometer scale to do the brain operations for the implantation, all automatically. When you have the dexterity and the capability mechanically to make these things, the real reason then is a very different one than what it is today. Today, it's economic. And if you take that off the table, I think we'll have a very different attitude to Taiwan.”
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this doesn't sound at all like a desirable change to me.
Nick@nickcammarata
meditation will nuke your short term memory and you'll end up doing basic things twice in a row because you forgot you just did it, but you'll be so baseline happy doing anything that you won't mind doing things twice
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A PhD student just got into YC building a spy drone that looks exactly like a bird.
Counter-drone systems ignore birds.
Too many false positives. So the drone flies completely undetected.
To stop it, you'd have to shoot every bird out of the sky.
That's not a product insight. T
hat's first principles thinking at its sharpest.
It reminded me of Elon spotting a toy car with a single-cast chassis.
That observation became Tesla's gigacasting advantage.
The outsider sees what the expert stopped questioning years ago.
YC is backing more of these founders now. Domain expertise helps. But it's not the ticket.
A clear problem, a defensible insight, and proof you've done the work. That's what gets you in.
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@unusual_whales boosting Alphabet 277% one quarter and selling the entire position the next is classic Druckenmiller.
he trades momentum, not conviction, and his YTD return of -24.87% shows even the best macro traders are getting whipsawed in this market.
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BREAKING: Druckenmiller has updated its portfolio.
There is full exit from Alphabet after boosting the position 277% last quarter at $287, along with a complete sale of XLF, previously a top-three holding.
New buys include STM, Roku, Broadcom, CRH, Caris Life Sciences, United Airlines, Wabtec, Southern Copper, Linde, Cleveland-Cliffs and Intel.
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