Manuel Vital

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Manuel Vital

Manuel Vital

@wehateworking

Somewhere out there Katılım Haziran 2009
1.2K Takip Edilen81 Takipçiler
Paradis Labs
Paradis Labs@ParadisLabs·
I've worked in IB & PE. Now I run a hedge fund. So I'm pretty qualified in knowing what good analysis looks like. One key thing I've learnt in my career is that you *have* to enjoy reading equity research so you don't get burnt out. But naturally, only a few firms/people are talented enough to put out truly enjoyable, digestable research. Some of them are hiding in plain sight, right here on @X ----- So with that, here's a non-exhaustive list of people on @X I look forward to reading on a daily basis, in the hopes that some of you will too (if you're not already!) In no particular order: > @illyquid - mainly Asian related AI semis/hardware research & live analysis > @damnang2 - in-depth, technical semiconductor research/theses > @aleabitoreddit - deep thematic research/theses & company/sector analysis > @PhotonCap - technical photonics & semiconductor research/theses > @pepemoonboy - mix of macro/company specific comms > @crux_capital_ - technical photonics deep dives & crucial updates on key players > @Frenchie_ broad macro commentary & analysis > @Blinklebloop - data centers / AI value chain analysis > @KawzInvests - deep AI/tech/space analysis > @degentradingLSD - broad macro/AI aligned commentary & analysis > @michaelsikand - photonics/AI aligned research & commentary > @Kaizen_Investor AI supply chain analysis & other sector specific trades > @Yeah_Dave - broad macro comms & space/AI specific > @TheValueist - AI-aligned research & company specific analysis
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Manuel Vital retweetledi
Brian Roemmele
Brian Roemmele@BrianRoemmele·
The transmission is being sent. I take it seriously.
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Andru Edwards
Andru Edwards@AndruEdwards·
Apple just upgraded the @F1 experience! 🏎️ Apple just made Formula One a lot easier to follow in the U.S. One place for the full race weekend. Practice, qualifying, sprint sessions, and every Grand Prix, live or on demand. The gifted package was cool, too. @apple TV 4K, pins, and a seriously clean F1 jacket. But the bigger story is what this means for fans. No more bouncing between apps or trying to figure out where the next session is airing. Race day just got way more convenient. Are you watching F1 on @AppleTV this season? #formula1 #apple #appletv #gifted
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Marnie
Marnie@notathome1900·
@F1Guy7 @F1GuyDan If the Pu is unusable the FIA can enforce a rule requiring the manufacturer with the fewest customer teams to supply AM with Pu's. I would imagine if they are still unable to complete a lap lead up to Japan, something will occur.
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Daniel Valente 🏎️
Daniel Valente 🏎️@F1GuyDan·
🚨 These are some really interesting comments from Adrian Newey: • Honda re-entered F1 with roughly 30% of their original team • Many members of Honda now are fresh to F1 • Aston Martin only really became aware of Honda's inexperienced team LAST NOVEMBER
Daniel Valente 🏎️ tweet media
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Manuel Vital
Manuel Vital@wehateworking·
This. Exactly this!
Patricia Colón@PatColon

Me estoy divirtiéndo mucho con los post que me llegan de los Australianos. Están sembrados: .Alright. Let’s talk about this absolute geopolitical shitshow for a second. So picture the scene. You’ve got Spain, right. A normal country. Tapas. Siestas. People arguing about football and drinking wine in the sun. And suddenly they wake up one morning and Donald Trump is on television basically screaming: “IF YOU DON’T HELP ME BOMB IRAN I’M CUTTING OFF TRADE.” Mate… what the fuck is this? Is this foreign policy or a drunk bloke threatening to leave a group chat? And Spain’s Prime Minister Pedro Sánchez comes out and says the Middle East escalation is a “disaster.” Which, by the way, is the most polite European way possible of saying: “THIS IS A FUCKING TRAIN WRECK.” Because Europeans don’t scream like Americans do. They just calmly sip an espresso and go: “Yes… this situation is extremely concerning.” Which translates to: “WHO GAVE THE TODDLER THE NUCLEAR CODES?” Now here’s the bit that makes this whole thing even funnier. Spain said no to letting the U.S. use joint military bases on Spanish soil for the strikes on Iran. And suddenly Donald Trump is like: “FINE. NO TRADE WITH SPAIN.” Mate… that’s not diplomacy. That’s a bloke flipping the Monopoly board because he landed on someone else’s hotel. Can you imagine the conversation in Madrid? Spanish officials sitting around a big table going: “So the Americans want to use our bases to bomb Iran.” And one guy at the back just slowly raises his hand like: “Maybe… we DON’T join the Middle East apocalypse today?” And everyone goes: “Yeah. That sounds reasonable.” Meanwhile Trump is pacing around the Oval Office like a bloke who just lost a bet at the pub. “You guys don’t wanna help bomb Iran? FINE. NO PAELLA FOR YOU. NO OLIVE OIL. NO TOURISTS.” Mate, Spain’s entire national reaction was probably just: “Okay.” Because here’s the reality nobody in Washington seems to understand. The rest of the world is exhausted with this cowboy shit. You bomb someone. Then you threaten someone else. Then you scream at your allies. Then oil prices explode. Then the global economy starts coughing up a lung. And then everyone acts surprised like: “How did this happen?” HOW DID IT HAPPEN? Mate it happened because the global strategy right now looks like it was written on the back of a fucking napkin at a steakhouse. And Spain just looked at the whole thing and went: “Nope.” Which honestly might be the most adult response anyone’s had in this entire mess. Because while Washington is running around lighting geopolitical fireworks, countries like Spain are standing there going: “You realise we have trade routes, energy markets, and 450 million Europeans who would quite like NOT to start World War Three today, yeah?” But of course Trump’s response is: “Cut off trade!” Mate Spain exports $20 billion worth of stuff to the U.S. Wine. Cars. Machinery. Food. You’re gonna cut that off because they wouldn’t let you use their backyard to launch missiles? That’s like threatening to divorce your wife because she won’t lend you the car to rob a bank. “YOU’RE NOT SUPPORTING MY VISION!” Your vision is a fucking felony, mate. And here’s the funniest part. This whole tantrum actually makes Spain look like the only sober bloke at a 3am house party. Everyone else is smashing furniture, lighting fireworks inside, punching holes in the wall. And Spain’s standing in the kitchen holding a glass of water going: “Guys… maybe we should all calm the fuck down.” So yeah. Pedro Sánchez calling this a “disaster” might actually be the most accurate understatement of the decade. Because when the adults in the room start using words like disaster… It usually means the rest of the room is on fire and someone’s trying to fix it with a fucking flamethrower. ~Gman

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Speed
Speed@IshowHeath·
@zerohedge $380 bn valuation for making summary notes, giving solutions which google could also give and make ai generated videos and photos
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zerohedge
zerohedge@zerohedge·
*ANTHROPIC FINALIZES $30 BILLION FUNDING AT $380 BILLION VALUE
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Cleopatra | Seduce Her 💋
Cleopatra | Seduce Her 💋@SeduceCleopatra·
I have a date on Saturday and i jokingly asked him what would happen if I cancelled. He said, "Not a problem, I can easily get other girls." Date successfully cancelled.
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Manuel Vital
Manuel Vital@wehateworking·
@NorthmanTrader What a pitty Sven. I’ve always looked forward for your guidance and your sarcasm. Will miss you. Enjoy life.
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Honey 🛼
Honey 🛼@honeymoon250·
Only 7 for me. How about You?
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Legacy (Fan)
Legacy (Fan)@LegacySiu·
Guess the player Level: Hardest
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Salazar bom
Salazar bom@OutroSalazar·
@afonso_axe Quando a pista não chega o Corceirinho pode usar a escapatória 😢
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tudo
tudo@afonso_axe·
Tenho a cabeça em Marte, das maiores injustiças de que tenho memória em qualquer desporto. Deram-lhe tudo para ser campeão, não chegou, deram-lhe ainda mais - incluindo enfiar o dedo no cu do outro piloto. Zero mérito e novo ódio de estimação.
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Manuel Vital
Manuel Vital@wehateworking·
@Tesla Musk compensation package passses the vote. Tesla cars in Norway abruptly stop working…
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ranjan
ranjan@ranjSingh99·
The models are the (rapidly depreciating) tip of the iceberg. The real moat is the boring 90% below the surface: 1. Energy Contracts (as the recent Satya comments proved) 2. Data Center Capacity (physical land, cooling) 3. Custom Silicon (like Google's TPU) to escape the "NVDA toll" (your point) The winner won't be the "smartest" model. It will be the company with the balance sheet to survive this "capex treadmill".
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