Amitabh
112 posts
Amitabh retweetledi
I'm paying for Claude, Cursor, and GPT. I'm not maxing all of them at the same time.
But last week I hit my Claude limit mid-migration and just... waited.
So I built a market for that. SecondTokens is now in private beta. 🧵
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@vijaythirumalai $RDDT, $AMZN, $HOOD for mega caps. I think they still have room to run.
Not for 2026 but I think $VG does well by 2028/2030 but it's worth stacking at this price.
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Had some down time over the last 3–4 days, been talking to some really smart investors ( will share mine post your ideas)
Let's hear your 2026 set ups, 3 limiting conditions
1️⃣No baby sitting the portfolio - No small caps / mid caps/shitcos
Should be Mega caps/ ETFs/ Mega themes like Silver, Gold Etc
2️⃣ Decent degree of conviction that 2026 closing price ~ 15–20% higher than CMP
Obviously if WW3 / GFC event, all bets off, But on normal conditions
3️⃣ You should be comfortable holding this position in size--Say ~25% of your Stock position at ~20% lower than CMP
Why , because we want to juice the returns Bull Call Spread + Short put
You could make a decent 4-5x when underlying moves up 15–25%/ get assigned when the stock moves in the other direction
LFG🚀🚀
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One of you AI companies better buy us next or I'm going to make a bunch of breaking changes and invalidate all of the code you generate.
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@buccocapital Don't think this needs LLMs. Pixel phones run small models on TPUs on phone. Features like Add me, call screen all use these models.
Apple would eventually catch up on these small models.
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@buccocapital Pixel phones already support this.
store.google.com/intl/en/ideas/…
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Kids were acting crazy and we couldn’t get everyone in one photo. So I took three photos of us in groups and asked Gemini and ChatGPT to combine them into one photo
CharGPT completely butchered the job, but Gemini executed it perfectly
There’s an assumption that ChatGPT has won consumer, but I don’t think that’s a given. As use cases expand to image and video, Google has a real structural advantage and can take share
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@RobinhoodApp Can you trick me to move me up on the credit card list? Still waiting for an invite.
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@jrichlive Shouldn't the fair comparison be between Robinhood Strategies and Wealthfront?
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Hot take: the people currently in their 20’s with Wealthfront accounts will be wealthier in their 40’s than the people currently in their 20’s with RobinHood accounts. 🤞
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You can now hold and trade @Strategy preferred stocks on Robinhood!
We've heard from many Strategy investors that this was an important factor before moving their accounts to Robinhood, and we're excited to unlock this for them.
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@Leo_Traydes Just been a few weeks using it. But seems a little lacking as compared to Wealthfront
Good:
Individual stocks + ETFs
Doesn't shy away from high momentum stocks like PLTR
Can improve:
No crypto exposure even through ETFs
I was expecting more.
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Has anyone tried using Robinhood Strategies?
Curious if it’s been a success so far or not. $HOOD
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@Leo_Traydes Wait why does Schwab suck? They have a great checking account with no fees at any ATM
Great brokerage account with great service
Robinhood is good too but Schwab is solid
Never had an issue with them
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Robinhood is catching up to Schwab and boomers are not having it😂
Schwab sucks
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@Micro2Macr0 Better than Ark venture index fund if they allow individual investments rather than whole bucket.
Ark solved liquidity by adding public companies.. not sure how they will provide liquidity here.
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@niks_1985 BTC Lotto most def. Can 10x if the trend holds. Buy the BTC ETF like ibit, arkb
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Say I have got $850 from somewhere I had not expected. Long story!
What is the best thing to do with it?
1. Buy Gold
2. Buy S&P500 index fund
3. Buy BTC
4. Spend on daily expenses
It isn’t material amount but certainly memorable
(top 3 choices will go into kids’ accounts)
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@Rrodolfo32 I understand some of this is also to prevent downside. Individual stocks investment is a big deal but they are again limited to large or mid caps. $hood should be able to generate alpha from small caps.
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@Rrodolfo32 No allocation to crypto, metals etc. The singular defining feature should be generating alpha for retail where they lack access. However it's just limited to stocks. Even with stocks why can't they use Leaps where possible?
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