Seeking Alpha Pod

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Seeking Alpha Pod

Seeking Alpha Pod

@seekingalphapod

Hosted by @LindsayPoss & @LarissaBundziak, your sherpas in the wild worlds of crypto & dating

Katılım Haziran 2022
626 Takip Edilen2.2K Takipçiler
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Seeking Alpha Pod
Seeking Alpha Pod@seekingalphapod·
CRYPTO x CAREERS x DATING we've got the insights to help you navigate it all. Seeking Alpha is a podcast shaking things up in the wild west 👇
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Seeking Alpha Pod
Seeking Alpha Pod@seekingalphapod·
fire sale on bitcoin right now
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Seeking Alpha Pod
Seeking Alpha Pod@seekingalphapod·
one of us wears Louboutins the other wears sneakers with orthotics who is who
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coco🔮 壳壳
coco🔮 壳壳@0xcoconutt·
what if my agent is a shopaholic like her mama
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Seeking Alpha Pod
Seeking Alpha Pod@seekingalphapod·
4 billion men 21 million bitcoin i can get a boyfriend later
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Seeking Alpha Pod
Seeking Alpha Pod@seekingalphapod·
gm girls gays and ladykins let's get this bread
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Seeking Alpha Pod
Seeking Alpha Pod@seekingalphapod·
lindsay poss: fixing our finances one episode at a time
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Ejaaz
Ejaaz@cryptopunk7213·
yeah so this is insane 24 year old turned $225M into $5.5B in <12 months. dug into his recent investments and… holy fuck - MASSIVE $885M position in Bloom Energy (specialises in portable energy turbines for… you guessed it - ai data centers) - this 1 position is 20% of the entire fund lol - massive SHORT position on Infosys. he’s betting claude code, codex are going to replace outsourced IT work (he’s right) - added $300M to his corweave position totalling $700M (someones gotta run those gpus) - aggressively pivoted investments into electrical and energy infra (aka AI’s biggest constraint right now) - dumped $100Ms of NVIDIA and Intel positions. - aggressively buying bitcoin mining companies and re-purposing them for ai data centers. (cipher, bitdeer) - fund up $1.5B in the last 3 months (+35% last quarter) - now owns 10% of core scientific (levered bet on coreweave 😂) He outperformed the S&P500 8X in the funds first 6 months. fucking goated.
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Seeking Alpha Pod
Seeking Alpha Pod@seekingalphapod·
this is what makes it impossible to date where we work
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Seeking Alpha Pod
Seeking Alpha Pod@seekingalphapod·
lindsay and larissa prepping ideas for seeking alpha s3
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