Lavitt

Citi MD, Head of Data on Responsible AI in Banking, Tackling Bias,Halluc... youtu.be/xR8KRw72LDM?si… via @YouTube

@naval How about both? Explaining the process on a podcast.

Coding an app is the new starting a podcast.

Andrej Karpathy just dropped a project scoring every job in America on how likely an AI will replace it from 0-10 > Scraped all 342 occupations from the Bureau of Labor > Fed each one to an LLM with a detailed scoring rubric > Built an interactive treemap where rectangle size = number of jobs and color = how exposed that job is to AI The key signal in his scoring: if the work product is fundamentally digital and the job can be done entirely from a home office, exposure is inherently high. The scale: 0-1: Roofers, janitors 4-5: Nurses, retail, physicians 8-9: Software devs, paralegals, data analysts 10: Medical transcriptionists Average across all 342 occupations: 5.3/10. The entire pipeline is open source. BLS scraping, LLM scoring, the visualization. All of it. Much respect for the sensei this is scary and awesome

This hits home

@TrendSpider Charlie Munger was a technical analyst?

To quote the late, great Charlie Munger: "If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline." $MSFT

Quick portfolio update:

India is working on all 5 layers of the AI architecture: application, model, chip, infra and energy. We are building the foundation for global AI services. 📍 World Economic Forum, Davos

@sciencegirl 4C

Which seat would you choose

@narendramodi @MohamedBinZayed How was the traffic?

Went to the airport to welcome my brother, His Highness Sheikh Mohamed bin Zayed Al Nahyan, President of the UAE. His visit illustrates the importance he attaches to a strong India-UAE friendship. Looking forward to our discussions. @MohamedBinZayed

@LeakerApple Both, so I can get his advice on how to invest that money

$10 million or a chance to speak with Steve Jobs for an hour?

@unusual_whales MSTR

If you were to hold one stock for the entire 2026 year, what would it be?

“India just was on the wrong side of the seesaw” - This is also a classic case of Game Theory!

@investingluc @finviz_com Love your thesis and agree on a low risk entry here

I can hear the PAINpal jokes coming already... But something fundamentally shifted for $PYPL. $PYPL is ready for a low-risk swing here at $61.30. But why NOW, Luc?? Welp, $PYPL's move to establish a US bank was bigger than most think. To me, this is a potential structural shift in the business. From a payment processor to a regulated financial institution (pending approval)... Don't forget about OpenAI either. $PYPL signed a deal to be a payments wallet partner within ChatGPT. In the official Q3 results letter, $PYPL said it was building for the "agentic future, partnering with leaders such as Google, OpenAI, and Perplexity." Don't sleep on agentic commerce. You guys know I love to speculate a little...look at this. > @X was founded in 1999 > merged with Confinity in 2000 and became $PYPL > Elon lost control, and was removed as CEO of PayPal while on his HONEYMOON in 2000 > 20+ years later he’s rebuilding the original vision under the "X" branding. > unfinished business between Elon + $PYPL mafia...acquisition, partnership, etc? Anywaysss, I digress. I have the weekly chart attached here, and $60 is my risk level. If a daily candle closes under $60, I'm out. Longer term idea, but interesting catalysts & banking buzz + low risk technical spot? I'm in.

@KobeissiLetter Circular warfare

BREAKING: President Trump says Ukraine's leadership has expressed "zero gratitude" for his peace deal efforts.

@KobeissiLetter Wow

@Mr_Derivatives Agreed

$QQQ -3.5% Friday. $QQQ +2% today. Makes the trading environment more fun both ways when it’s like this vs. just a dull slow grind higher… Agree or agree to disagree?

What happens when you promise a toy or a gift to a child and don’t follow through? Child - @realdonaldtrump Gift - #nobelpeaceprize Tantrum - 100% #tariff on #china and a 4% #stockmarket dump

@KobeissiLetter BUY, BUY, BUY.

BREAKING: S&P 500 futures extend losses to -3.5% on the day as President Trump announces a 100% tariff on China. That’s a drop of -$2.5 TRILLION over the last 6 hours.

@investingluc But yours is based in technical, and the move today is purely fundamental. I don’t know if you take credit for it

$AMD up 25% premarket, over $200. We called for a “quick escalation targeting $200” less than a month ago. Just insane by us.

Join @xAI and help build a purely AI software company called Macrohard. It’s a tongue-in-cheek name, but the project is very real! In principle, given that software companies like Microsoft do not themselves manufacture any physical hardware, it should be possible to simulate them entirely with AI.