Lin

196 posts

Lin

Lin

@pyhrroll

Ran a 300m dau social platform / Now @ frontier AI lab in the Bay Area / Dad of 2.

Katılım Haziran 2009
377 Takip Edilen750 Takipçiler
tangjinzhou
tangjinzhou@tangjinzhou·
纯净家庭宽带就是忽悠 我用的 VPN 一点也不干净 但我 Claude 稳定使用半年了 而且我经常美国节点和台湾节点切换使用
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RJC
RJC@RJCcapital·
@pyhrroll Not including RJC Capital is criminal
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Lin
Lin@pyhrroll·
My previous post went viral on Reddit overnight (8.5k upvotes in total) so here is an update: I now spend $13,000/year on 31 paid Substack newsletters so you don’t have to. Here’s who actually makes money 🧵
Lin tweet media
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Lin
Lin@pyhrroll·
@andrewlekashman Would love to get a sneak peek into the rest of research!
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Andrew Lekashman
Andrew Lekashman@andrewlekashman·
And I cannot stress this enough - this is the alpha from our marketing materials, which make up an almost trivial percentage of our writing, we also do institutional research.
Lin@pyhrroll

60-Day Median Return (Long), Top 10: Global Tech Research (33 calls): +20.4% Citrini Research (19): +14.9% FundaAI (158): +11.2% SemiAnalysis (45): +8.2% BEP Research (52): +8.0% Dick Capital (44): +7.6% Irrational Analysis (41): +7.4% Fabricated Knowledge (91): +6.0% Altay Capital (55): +5.5% TMT Breakout (529): +5.1%

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Lin
Lin@pyhrroll·
@rossobianchi_ good point! I'm actually doing market open if they publish during market hours and next market open if they publish after market hours.
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Anon
Anon@rossobianchi_·
@pyhrroll How are you tracking entry prices? By what they stated in the call? Daily close? A lot of these guys making calls shoot the price up 10% from their stated entry. Same with the sells in the other direction
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Lin
Lin@pyhrroll·
@Citrini7 Yes sir. Lemme dm you.
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Citrini
Citrini@Citrini7·
@pyhrroll Open DMs so I can permission you for our portal - it’s exactly the reason we created this. Awesome work.
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Lin
Lin@pyhrroll·
@ftning Yep it’s in the alpha section in the thread
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Lin
Lin@pyhrroll·
@laibyglatt They took themselves down somehow. I don’t know why
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LG
LG@laibyglatt·
@pyhrroll Can you link global tech research Substack I can’t locate on the app
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Lin
Lin@pyhrroll·
@edodreaming Agreed as long as us/iran stops bombing my pnl:)
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Ξdo
Ξdo@edodreaming·
@pyhrroll Picking the right sector is generally more important than alpha beating the benchmark within that sector. The AI supply chain was the right sector to go heavy on
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Lin
Lin@pyhrroll·
@TMTBreakout Oh I thought they were! Lemme dm you
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Lin
Lin@pyhrroll·
@jackefeller Yea somehow they took themselves down yesterday - not sure why
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JackCap
JackCap@jackefeller·
@pyhrroll Did Global Tech Research shut down? It seems that a squatter is sitting on their url
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Lin
Lin@pyhrroll·
Key takeaways: • Alpha > returns. Some "winners" just rode the market. • Volume kills quality — except when it doesn't. • Time horizon changes everything. • AI extraction has limits — writing clarity matters. I plan to keep only the performing 50% of my substack subs. You know who they are :)
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Lin
Lin@pyhrroll·
Suggestion for Substack authors: Add a clear summary at the top/bottom of each article, like "Positions: Long NVDA, Short CRM." Takes 10 seconds. Eliminates all ambiguity. The more explicit you are, the more fairly your track record gets measured.
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Keşfet

@wangdasaki @oxniubi @tangjinzhou @RJCcapital @andrewlekashman @Citrini7 @AltayCapital @SemiAnalysis_