Manuel Vital
974 posts


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
English

Not me reading Leopold Aschenbrenner’s Situational Awareness paper a day after the Claude Code Leak..
“The most important secrets (…) but today, we are treating them the way we would random SaaS software. At this rate, we’re basically just handing superintelligence to the CCP.”
Chaofan Shou@Fried_rice
Claude code source code has been leaked via a map file in their npm registry! Code: …a8527898604c1bbb12468b1581d95e.r2.dev/src.zip
English

He finally figured out how to cancel his subscription.
Brew Markets@brewmarkets
Adobe CEO Shantanu Narayen is stepping down after 18 years.
English
Manuel Vital retweetledi

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
English

@notathome1900 @F1Guy7 @F1GuyDan And the manufacturer with the least customers is RBPT which has most of the original Honda guys… the irony….
English


@IshowHeath @zerohedge Sir, they don’t generate photos… or videos
English

@zerohedge $380 bn valuation for making summary notes, giving solutions which google could also give and make ai generated videos and photos
English

@SeduceCleopatra This is copy-paste from a post I saw somewhere else. Be better.
English


@NorthmanTrader What a pitty Sven. I’ve always looked forward for your guidance and your sarcasm.
Will miss you. Enjoy life.
English

@OutroSalazar @afonso_axe O Yuki não deixou espaço, como aliás se vê na imagem.
Português


@redbullracing Marco should go. But you don’t have the balls.
English

@Oz5yn @NorthmanTrader You can’t even decide if your fake name is Portuguese or English 🤦🏻♂️
English

@Tesla Musk compensation package passses the vote.
Tesla cars in Norway abruptly stop working…
English

@ranjSingh99 @ContrarianCurse Know any place that keeps track of the signed energy deals?
I agree with you that energy is the real bottleneck
English

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".
English
















