lehranbrothers
2.6K posts
lehranbrothers
@lehranbrothers
mood engineer. financial absurdist. inevitable.
Railay Beach Katılım Ekim 2022
911 Takip Edilen341 Takipçiler
keep seeing these linkedin-slop tier lists getting shared by undergrads. can’t comment on the tech stuff, but for quant the tiers are basically all wrong.
English
@jbulltard1 that would be the rational outcome, there is a pain trade where it keeps going though.
English
wait i can buy neuralink at 40b?
tesla: 1.2t
spacex: 1t
yo, count me in
gum@gumsays
This guy bought $401K of Elon's NEURALINK shares on Solana He is already up $128K on ANTHROPIC. Total PNL $166K. Neuralink is valued at $45B, it could 3x-5x before IPO. The only place retail can buy it is on Solana.
English
I like $RDDT going into earnings, around $149. Technically the stock is in a good spot.
The setup is interesting.
Valuation: 25x Forward PE with a 0.6PEG. Revenue grew 69% in 2025 to $2.2B. Q1 guidance was 52-54% growth.
AI angle is real: Reddit isn't just a social media company — it's quietly becoming a data licensing powerhouse. Its corpus of human conversation is irreplaceable for training LLMs.
Partnerships with major AI companies are already generating revenue, and that stream is just beginning.
Beat streak: Reddit has beaten estimates in all 4 of the last 4 quarters — including last quarter's monster $1.24 EPS vs. $0.94 expected. I am expecting $META type of numbers without capex overhang.
English
I was lucky to have discovered this last year
Leopold Aschenbrenner@leopoldasch
Virtually nobody is pricing in what's coming in AI. I wrote an essay series on the AGI strategic picture: from the trendlines in deep learning and counting the OOMs, to the international situation and The Project. SITUATIONAL AWARENESS: The Decade Ahead
English
@whoistife_x I walk an hour to and from work and I get just under 15k steps
English
you people act as if 10k steps is easy
Temitayo@_theymi
You need to take 10,000 steps every single day to be healthy.
English
@Dee_Floki noticed this in colombia as well, beautiful interiors
English
$INTC +7% New highs, Guess the August 110 call buyers knew what they were doing.
English
My Jane Street interview story is at Xantium, the quant arm of Tudor.
We say hello on camera, guy gives me Buffon's needle problem, leaves for 30 mins, comes back, we go over my progress, no second interview.
Patrick OShaughnessy@patrick_oshag
My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha. He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life." He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett. But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them. Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does. Enjoy! Timestamps: 0:00 Intro 1:00 The Kindest Thing 13:19 Trading vs. Investing 17:33 Lessons from Warren Buffet 22:24 The Existential Risks of AI 29:54 The Nature of Trading 31:46 Bitcoin 35:55 Bubbles 42:08 A Day in the Life of PTJ 46:00 Information Overload 47:07 Passion for Markets 50:49 The Robin Hood Foundation 54:18 The Workless World 56:03 Journalism 1:00:00 Principal Components of a Great Life 1:05:06 Kill Them With Kindness
English
@MikeFritzell it's like almost the entire market cap of $INTC right now
English
SK Hynix expected to bring in $300 billion in profit in 2027? Seems completely absurd
Omer Cheema@OmerCheeema
Most profitable companies in the world (2027) 1. Samsung $400B 2. SK Hynix $300B 3. Nvidia $275B 7. Micron $175B Bloomberg Data
English
@orrdavid I kinda like $GE for this plus bit of a discount here on lower travel guidance.
English
Another Peter Thiel idea: a great business is a monopoly or at least a duopoly.
Lots of business moats came from cumulative information being processed and built up over a long stretch of time. It wouldn't make sense for humans to go through and do the knowledge work again. AI kills their edge. Something like Bloomberg.
English
One of Peter Thiel's most important ideas:
Don't start a new business unless it's at least 10x better on some important dimension than what already exists.
AI will allow many businesses to be 10x+ cheaper, and a bit higher quality, than *a lot* of existing businesses. This is a core filter I'm using as I'm reviewing every holding of mine one by one.
English
some of you asking grok to ELI15 but should really be ELIretarded
English
@maxvonhippel Terence Tao, the prominent AI scorekeeper at UCLA?
English
"a mathematician at the University of California, Los Angeles, who has become a prominent scorekeeper for AI's push into his field" is a fucking BUCKWILD way to describe Terrence Tao
QC@QiaochuYuan
spooky implication that there is potentially some whole universe of "shadow math" that you have to make inhuman mental movements to access so no human have done so yet, that is going to be increasingly revealed by frontier models
English