Dan Gabriel

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Dan Gabriel

Dan Gabriel

@dan_dangabriel

Learning to invest and sharing the journey.

Katılım Mart 2023
308 Takip Edilen550 Takipçiler
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Dan Gabriel
Dan Gabriel@dan_dangabriel·
I like $ASTS. A lot. Let's talk about it: What if your phone could get broadband internet from space, with no new hardware? That’s what AST SpaceMobile ($ASTS) is building. And it’s way closer to reality than most people think. 🧵 Buckle up for a wild moonshot with serious upside.
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Dan Gabriel
Dan Gabriel@dan_dangabriel·
@benjamincowen Ben, are you economist? You are an engineer talking about macro. And you are good. Here you are defending a potential ad hominem fallacy. It doesn't matter what your degree is. It matters what arguments and what proof you give.
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Benjamin Cowen
Benjamin Cowen@benjamincowen·
Someone could go to school for 4 years and study aerospace engineering, then get a PhD with a dissertation related to orbital mechanics, and some instagram influencer who watched a youtube video will be like "actually that guy is wrong" on a topic related to space travel and people will believe them. I'm not sure how we got here, but I hope we go back to a society where credibility is earned with rigorous training in the associated field, not by a popularity contest.
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Dan Gabriel
Dan Gabriel@dan_dangabriel·
Westlake, Florida is the fastest-growing city in the US. 86.30% in 4 years. Source: U.S. Census Bureau
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Dan Gabriel
Dan Gabriel@dan_dangabriel·
BRAZIL REAL ESTATE: Extremoz’s population grew 58% since 2019. Before that it had already grown 150% since 2010. Most investors have never heard of it.
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Nicolas Zullo
Nicolas Zullo@NicolasZu·
@nikitabier @paulg - add a button « smells like AI », use it to train a dedicated model with xAI teams - allow users to add a flair « Written by Nikita’s AI » for some customer service / fair agentic flows
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Paul Graham
Paul Graham@paulg·
I used to think woke mobs would be the death of Twitter. Then it seemed like right-wing goons would be. But cheery, vapid AI-generated replies seem more dangerous than either of them.
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Dan Gabriel
Dan Gabriel@dan_dangabriel·
This year, Norway is going to be the first country in the wold to cross the 40% critical point on total electric cars. After that point gas network will become too expensive to maintain very fast. It's going to be very interesting to see.
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Dan Gabriel
Dan Gabriel@dan_dangabriel·
@Citrini7 Anything starting with: "Just spoke with a couple of MDs at a large institutional private equity fund" Is totally and absolutely irrelevant. Why? We don't know if that's true at all. We don't know who they could be. We don't know if they could be sincere. Anyway..
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Citrini
Citrini@citrini·
If you want to be prepared for the future, you have to occasionally let yourself think in totally AGI-pilled fashion. The danger is that thinking can get you in trouble in the market, which never does anything in a linear manner and will still have sentiment peaks and troughs.
Boring_Business@BoringBiz_

Just spoke with a couple of MDs at a large institutional private equity fund They still believe that Claude is a fad and it will take decades before any real companies adopt them Currently only subscribed to a ChatGPT corporate account at work Mentioned multiple times that absolutely nothing has changed about their workflow since AI was released in 2022 Just goes to show that this app is an absolute bubble and no one outside of here is really prepared for what is coming

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caerbannog666
caerbannog666@DaleGribble_666·
@McClellanOsc Compare emissions back then with emissions today. Confirming that human CO2 emissions are driving the increase is a simple high school chemistry mole-ratio mass-balance exercise. I don’t remember much from 10th grade chemistry, but I do remember the easy mole-ratio stuff.
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Tom McClellan
Tom McClellan@McClellanOsc·
If your premise is correct about human emissions, then how did CO2 y-o-y change dip negative in the cool 1960s and 1970s, when we had lots of cars and coal power?
Tom McClellan tweet media
caerbannog666@DaleGribble_666

@McClellanOsc Human emissions are driving the CO2 increase. Simple mole-ratio + mass-balance math will prove that. The variation in the rate of atmospheric CO2 increase is due to temperatures modulating the rate at which the excess CO2 emitted by humans is *absorbed* by the oceans.

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Dan Gabriel
Dan Gabriel@dan_dangabriel·
We investors need to find new companies that solve new problems.
Dan Gabriel@dan_dangabriel

@StockMarketNerd It seems paradoxical but is right. We people pay to solve problems. If problem solving becomes a commodity that's great for customers but the worst for investors. The reason companies invest so much on capex is not because it's a good business. It is just to survive.

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Dan Gabriel
Dan Gabriel@dan_dangabriel·
@StockMarketNerd It seems paradoxical but is right. We people pay to solve problems. If problem solving becomes a commodity that's great for customers but the worst for investors. The reason companies invest so much on capex is not because it's a good business. It is just to survive.
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Stock Market Nerd
Stock Market Nerd@StockMarketNerd·
“Stop spending on AI because it’s a waste of money but also AI is going to replace every single software company.” — Mr. Market right now
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Heisenberg
Heisenberg@Mr_Derivatives·
$QQQ Extremely important bulls hold the $600 potential "dbl bottom" level. And go back towards $619 to retest the 50dma. Each of the last 6 or 7 times the Q's broke below the 50dma has been a buying opportunity. Will it happen again? Bears if you can muster a firm break below $600, we got the $590 gap fill, $580, then $560's as next support levels. $600 mark gonna be a dog fight.
Heisenberg tweet media
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Norgard
Norgard@BrianNorgard·
Evolution is just adaptation to suffering.
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Dan Gabriel
Dan Gabriel@dan_dangabriel·
Capitalism is just a mechanism to reflect these raw human emotions in an abstract, less violent way. The tools evolve. Our nature remains the constant.
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Dan Gabriel
Dan Gabriel@dan_dangabriel·
Bull: The market will find a new equilibrium: Higher Productivity + Larger Money Supply = New Normal. This has happened before, and it will happen again. The tech changes, but the operator doesn't. Humans still want to play, love, dominate, and be dominated.
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Dan Gabriel
Dan Gabriel@dan_dangabriel·
Bear: It’s been too long since the last bear market. This growth is unsustainable. History says we are due for a correction. 1/n
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Keşfet

@benjamincowen @AltstreetBet @NicolasZu @nikitabier @paulg @citrini7 @DaleGribble_666 @McClellanOsc