Oaky
245 posts
Oaky
@oakycapital
just trying to escape the wage cage
New York, NY Katılım Mayıs 2025
1.3K Takip Edilen93 Takipçiler
@oakycapital @ContrarianCurse then you aren't that deep in this game.
ant is the typical abbreviation people use.
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$QQQ We have had a 13 day rally that most won't see again in a lifetime (probably). Forgetting TACO & geopolitics when to look for a bottom was pretty clear. Now where do we go? That 1.618% Fib Ext looks pretty good to me, 5% higher. Maybe that upper chanel. But no straigt line.
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Incredible
*S&P 500 RISES 0.5% TO HIT FIRST RECORD SINCE JANUARY
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@ecommerceshares Taste is apparently in short supply, it seems! But I agree
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@oakycapital Yes, and I just simply don’t understand why the others can’t get it right. It’s literally the technically easiest part. You just need some taste and human understanding.
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These guys are just shipping 10x faster than anybody else right now.
There seems to be a lack of both focus and urgency everywhere else. I don’t know why… but it’s a bit weird.
Claude@claudeai
We've redesigned Claude Code on desktop. You can now run multiple Claude sessions side by side from one window, with a new sidebar to manage them all.
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@ecommerceshares With Claude Code / CoWork they really nailed UI/UX better than anyone else and have just been running with it ever since
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@SnazzyLabs When did we decide $30+ was ok to pay for some vegetables and a grilled chicken breast.
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would you like to add protein to your $21 salad for just $9 more
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@ChrisKartalia @bubbleboi I tend to agree but I think the issue is, the threat will always be there. And it will keep a lot of otherwise buyers on the sidelines an keep a lid on the stocks
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@bubbleboi How exactly does Anthropic destroy Intuit, for example? The moat is huge. Or Salesforce, you think Fortune 500 companies will shift to something vibe coded to save money? And, all these companies will use AI to make their offering better… I just don’t get the panic
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There probably is some alpha in SaaS left but it’s not going to be in these big names.
The SaaS days are over. Only real moat left is data, distribution, & network effects it’s why we see Meta & Google are thriving. Amazon & Microsoft not as much but will probably turn around once the capex tapers off.
Jeff Farley@TradeInTheZone
In all my years I can't remember where 1 company - Anthropic- has destroyed so much market cap. Software death spirals
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It’s so sad what happened to crypto twitter. Guys like Adam Back et al are just so much cooler than than the Miamified Web3 type who took over like 5 years ago.
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i know dozens of dudes who locked in for last 5-7yrs who have given up friendships to build shit that no one gives a fuck about 😭
Startup Archive@StartupArchive_
Brian Armstrong explains how he built Coinbase on nights and weekends while working at Airbnb Brian first advises those who are currently employed to not build your project on company hours or on your company laptop: “If you build it on company time or on the company hardware, the company probably owns the IP.” Then he describes his schedule for working on Coinbase while still working full-time at Airbnb. “I would often work [at Airbnb] until 7pm. I’d come home, eat dinner, and then I would work from 8pm to midnight. I would do that maybe 3-4 days a week on weekdays. And then on the weekend I’d work Sunday afternoon for 7-8 hours.” Brian did this consistently for about a year and a half until Coinbase was far enough along for him to get seed funding from Y Combinator. “It sucked. I mean I was tired after the full day of work [at Airbnb]. But this is where determination comes in… At that moment in time, I was in my late 20s, and I was like, ‘I really want to try to build something important in the world.’” When asked how he maintained friendships during this time, Brian replies: “I was pretty intense about it. I would say I sacrificed friendships for it. It’s not like I was just never responding to people, but I’ve seen this happen to various people. They get to a certain point in their life. Sometimes they turn a certain age where they thought they would have more done by then or maybe someone in their family passes away and they’re like, Oh my god, time is finite. It’s precious. And something happens where they’re like, ‘I’m going to get this done, no matter the cost.’” Brian tells those out there who might be in a similar situation: “Go hard at it. Finish your book. Launch your thing. Just start doing stuff - and even if you don’t know what to do, just do anything, because action will produce information and it’ll help you get to the right thing.” Video source: @StevenBartlett (2022)
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@DragonFieldInvt @Chartfest1 Tbf it’s been going down all year before the war started. Why shouldn’t it keep going
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@Chartfest1 Seems low for such a strong rally. Also, I am puzzled by $IGV's refusal to join the party.
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@jbulltard1 You’ve been posting for weeks about how “he can’t taco this time”, what do you mean “you knew he would”?
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This guy is hilarious. The golden age of the Middle East includes the regime who caused all the terror remaining in power. We got nothing material done. We set them back a few years. The citizens of Iran are still fukt. He pivoted to save stocks, you knew he would.
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@AdamMancini4 This will be the most hated rally in a long time if it continues. The level of bearishness on twitter has been extreme over the last few weeks
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Last night, we got the standard Sunday long trigger in #ES_F, given live 6:15PM and in Friday's newsletter. Gap down, into Failed Breakdown. I posted 6592 recovery sees 6604, 6616, 6624. All hit
Plan today: Just ride runner. 6624, 6604=supports. 6638, 6646, 6670 bonus. Sell<6592
Adam Mancini@AdamMancini4
Its the typical Sunday gap down in #ES_F and everyone knows the drill. 6592 remains key support which was gapped below at the open. Bulls need to backtest it now and recover to see 6604, 6616, 6624+ If the dip continues, 6553, then 6525-30 are next supports down from here
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The replies here are terrible meaning-shaped slop. Don’t bother me reading them (sorry, couple of good human commenters)
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Big deal paper here: field experiment on 515 startups, half shown case studies of how startups are successfully using AI.
Those firms used AI 44% more, had 1.9x higher revenue, needed 39% less capital:
1) AI accelerates businesses
2) The challenge is understanding how to use it
Hyunjin Kim@hyunjinvkim
🚨 Excited to share a new working paper! 🚨 AI can improve individual tasks. But when does it improve firm performance? Our paper proposes one key friction firms face: the "mapping problem" -- discovering where and how AI creates value in a firm's production process. 🧵1/
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@TheStalwart Broadway above W84th or so... So much commerical sq ft and I just have no idea what could plausibly fill it, at any plausible price. We have so much coffee, nail/hair salons, restaurants, groceries already... "Stuff" is online... What demand is not met?
Manhattan, NY 🇺🇸 English
I think about some version of this question all the time, with all kinds of businesses, just walking around the city
Adam Ozimek@ModeledBehavior
What percent of movie theaters if they burned down would be rebuilt today? How many are making a return on investment that makes sense versus high sunk capital costs?
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