K.Dot

@ChairmansLedger Cool, what's your first public market name then?

New account, so here’s the short version. I started at JPM. Built a company. Sold it for $100M+. Served in places where risk was not theoretical. Now I spend my time looking for public companies sitting at the intersection of capital, technology, and strategic necessity. Defense tech. AI infrastructure. Space. Bitcoin. Critical infrastructure. I am not here to post 50 tickers and celebrate the ones that work. I am here to find the few names where the market is using the wrong frame. Old category. New asset. Messy transition. Right team. Massive demand pull. That is where the asymmetry usually lives.

Save this file to my desktop. Claude:

@aastha_mhaske You have to work for a partner firm though.

Anthropic just launched the Claude Architect Certification! You’ll have to complete 60 multiple-choice questions across five competency areas in a single session. No external resources or breaks. Here’s how I’m planning to prepare for it (steal my roadmap): Week 1 Complete the recommended courses: - Building with the Claude API - Introduction to Model Context Protocol - Claude Code in Action - Claude 101 Week 2 Build real projects with: - Claude Code - Agent SDK - Anthropic API - MCP Week 3 Get familiar with the exam structure and guide: - Go through the six exam scenarios - Get familiar with the five competency areas / domains - Learn the skills needed for each task assessment Week 4 Do the preparation exercises from the exam guide: - Build a Multi-Tool Agent with Escalation Logic - Configure Claude Code for a Team Development Workflow - Build a Structured Data Extraction Pipeline - Design and Debug a Multi-Agent Research Pipeline Week 5 - Take the practice exam - Aim for a score greater than 850 / 1000 Week 6 - Take the real exam - Only one attempt allowed NOTES: - At this point the certification is exclusive for Anthropic Partners and early access is free for first 5,000 partner company employees. - Your mileage may vary depending on your skill level. E.g. It may take 2 weeks for some but 10 weeks for others. If you are eligible, register here → lnkd.in/eEYwUGV5

@NuttyCLD Thank you, look forward to more posts like this! 🙏

@micah_erfan @WajahatAli @grok who's the man in the photo?

Kash Patel had access to this image and he still said this. Think about that.

@PronkDaniel What about $FIG?

I ranked the AI-disruptability risk of the top software stocks in my last video. What are your thoughts? $CSU.TO, $TEAM, $WDAY, $SNOW, $PANW, $CRWD, $DDOG, $DT, $ADSK, $NOW, $ROP, $ADBE, $MNDY, $CRM, $INTU, $DUOL, $WIX, $DOCU

@DiscountedTr @grok who is the guy in the photo?

@bubbleboi Is Figma a 'really s*it company' though?

Contrary to what you might believe from someone who’s is only holding Intel and Sandisk stock I don’t actually believe in bottom up stock picking. It’s extremely difficult to know more about a company than the market or pick a winner in a segment. Therefore, I am more of a top down stock picker I try to look at the macro trend and ask is this real and if so who would benefit the most from it? Once I’ve identified a trend or story I like I start by holding a basket of stocks just to track the movement the winners/losers etc. once I’ve done more due diligence and seen the market price my prediction better I start cutting names and concentrate into 1-3 positions at most. All the shares should be correlated so for example whether you are holding Sandisk, Micron, or Samsung they should all reflect the movement of NAND demand. Ofc though, Sandisk is unique as that’s all it would reflect so it’s the easiest bet to make. My Japanese commodity house trade is a macro one, my short SaaS long compute is another example, and so on and so on. I just try to express my view of the market precisely through shares, futures, etc. I am even starting to move into private markets to better express these views. Me hammering home on Intel was rare and I rarely ever get such a bug for a particular company. In this case it was more about a special situation, where a company decided to destroy their profits and invest in themselves in order to make a big gamble on a new technology that would allow them to gain market share. I would classify this as a special situation. Buyouts and mergers would also fall under this umbrella and that’s why at times I might hold really shit companies like Figma or Sweetgreen with anticipation that another player sees a good deal.

@antonwyr @PPLXfinance This is awesome, thank you! 🙏

New on @PPLXfinance: we now provide analysis ahead of earnings calls, so you can prep before companies report 📈

@RobinhoodApp The markets are merry, the tickers all good, 🎄 Joy fills the charts with a touch of Robinhood. 🎅 Where giving and growing both shine so bright— ❄️ Merry Christmas to traders, and to all a good night! ⛄️

It’s almost the holidays and you deserve a gift. Comment below and we may send you some merch.

@Chaos2Cured @wallstengine Might as well go ahead and buy a tombstone 🪦 for your funeral while you're at it too! 😆

@wallstengine I know what to buy puts on. •

Sam Altman says an IPO is now the most likely path for OpenAI, given the scale of capital the company will need going forward.

@kylewhitegoat Yeah but growing that rev at 40% annual.

$FIG 🚨Breaking news 🚨 Figma is officially trading at 30X revenue

@gvtcontractor This sounds like it was made up by a 12 yr old. 😂

Interesting convo last night at a house party. A low level employee at a large AI company (not saying which one) was there and the conversation moved to these insane salaries that the top guys are accepting to go to META and even more surprisingly, the guys that are turning down such offers. According to him, the people with access to the top end models that the public can't see are using it to make a fortune trading the options market. So in order to leave, META has to offer them these insane salaries because they are making generational wealth just with access to these models the general public does not. This guy could be full of it. I have no idea. I can say with 100% certainly he does work at said company though.

@joecarlsonshow Nice portfolio, but entirely invalidated w no $TSLA!

My weightings. S&P Global – 11.50% Netflix – 10.99% Amazon – 10.39% Microsoft – 8.77% Mastercard – 8.55% Alphabet – 7.84% Costco – 6.65% Intuit – 6.16% Texas Roadhouse – 5.98% Booking – 5.81% Moody’s – 4.69% Salesforce – 4.06% ASML – 3.84% Equifax – 3.24% Duolingo – 1.41% Apple – 0.11%

@TheEthanDing Aye, he’s got some winners in there, so 🤷.

man bought $460M (46% of filing) of intel calls and calls it a "hedge fund" this is like someone going 10x leverage on on $GME in 2021 and saying "everyone is watching my sophisticated macro analysis"

@PJaccetturo Love it ! 🔥 🔥

Popeyes asked us to make a (w)rap battle for them. McDonald's beefed with the wrong chicken(wrap). Here’s how we did the impossible and made this in just THREE DAYS (Prompts included) 👇🏼🧵

@ContrarianCurse Damn son, legit !

@mahaniok @hthieblot 🧢

@hthieblot When you already have $50M+ in unvested stock options (and I know OpenAI engineers like that) then it's not that hard to turn down $100M sign-on bonus.

Let’s be real nobody turns down a 100m usd signing bonus when you don’t have generational wealth. There is a lot of fictions in those stories

@ShannonJean There’s this magical 🪄 tool - it’s called ChatGPT.

Drove to Tahoe last night. Stopped to let the dogs run around and noticed this leak in my 2025 Silverado. Looked like Trans fluid? Uh oh. Stopped for food. Still leaking. I bought a quart of fluid, just in case. When I get to our house, I slip a piece of cardboard underneath. This morning - not a drop. WTH? No leaks. Give me your ideas and do your best to not @ me for buying a GM product.

@vladtenev What do you hold in your personal portfolio 💼?

Let’s switch things up and keep it personal this time. AMA. Let’s go 👇