ทวีตที่ปักหมุด
Jason V. Stewart
17.2K posts

Jason V. Stewart
@JVStewartBuilds
🇹🇹🇺🇸 3x tech founder. Product designer. AI infra + Bitcoin investor. Find the bottleneck before the market does. Signal over noise.
Chicago เข้าร่วม Aralık 2023
1.4K กำลังติดตาม1.8K ผู้ติดตาม

@QC_Capitals I map the AI supply chain and find the chokepoints before the market does. I’m not picking stocks. I’m identifying the companies that everything else depends on. By the time Wall Street writes the report, I’m already in. 👊🏾
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Jason V. Stewart รีทวีตแล้ว

Every AI video tool I have tried eventually hits a wall.
Either it caps you at 15 seconds, or the quality drops, or you have to jump between three different platforms just to finish one video.
The promise of AI video has always been bigger than the delivery.
Agent V2 and Seedance 2.0 from @TopviewAIhq is the closest I have seen anyone get to closing that gap.
You drop an idea in, the Agent turns it into a full storyboard broken down scene by scene, Seedance 2.0 handles the generation at a quality level that actually holds up, and you stay on one timeline from start to finish.
No jumping between platforms. No manual stitching. No duration limits.
Business Annual gets 365 days of unlimited Seedance 2.0. On OpenClaw, the Topview Skill connects you instantly.
For anyone serious about AI video production, this one is genuinely worth your time.
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@valerijatrades1 What times did you notice you got more?
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@JVStewartBuilds I did, there were different times of the day that my posts got more engagement, so I tried it at different times if the day
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A lot of people asked if i could share how I got monetised in 3 months and grew this account to almost 5000 followers in that time.
Here are the things I did and noticed that made a difference
1. spend a LOT of time on this app at different times of the day. If you skip a day or two, the algo will hate you
2. engage with as many big accounts as you can on daily basis (this increases your impressions and visibility)
3. Look for people that respond to big accounts and engage with them
4. Respond to every single person that responds to your post, especially if they have a blue check mark
5. Do not bait post and find topics that generally interest you so this can be a fun hobby, otherwise it feels like a grind
6. Finally and most importantly if you ask me, always be positive and supportive of others, negativity will get you nowhere
Feel free to ask any questions you have 😊
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@Jomboy_ This is a coach who loves this player and her team. I don’t get why this was so controversial. Thanks for breaking it down! 🫡
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@miraclemaster07 Investing is not a team game! I’m just putting information out there.
People should synthesize that and make their own decisions.
And I’d hope people build their own conviction by doing research themselves rather than blindly following my own personal thesis posts
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US Chip ACT Funding is one of the largest signals.
For importance to America National Security.
Lesser known list:
1. $SIVE ($330m)
2. $AKTS ($920m)
3. $BLG ($34m)
4. $QUBT ($1.65B)
5. $RGTI ($5.27B)
6. $MRAM ($210m)
7. $SKYT (Acquired)
8. $PDFS ($1.35B)
9. $ATOM ($177M)
10. $SLVC ($227M)
11. $NVTS ($2.12B)
12. $WOLF ($750m)
13. $ALMU ($234m)
14. $ACLS ($2.6B)
DIRECT FUNDING | DoC CHIPS PMTs:
1. $WOLF (Wolfspeed): $750 Million
2. $INFN (Infinera): $93 Million (DoC PMT) - Bought by Nokia
3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ
DIRECT FUNDING | Federal R&D Contracts:
4. $RGTI (Rigetti Computing): $11.28M (AFRL/quantum networking and AFOSR Chip fab)
5. $QUBT - Direct DoC/NIST contract for TFLN PICs
DoD Microelectronics / Sub-Contractors
6. $SIVE: $11.6 Million (NEMC Hub)
7. $MRAM - $8.7 Million project partner ("CHEETA" project via SCMC Hub)
8. $ACLS - $7.8M partner project (Led by GE Aerospace via CLAWS)
9. $BLG - $6.5M (DoD sub-contracts secured to date via CLAWS Hub)
10. $AKTS - $4 Million (Lead grant for the "LADDER" project via NEMC)
Adjacents:
11. $ATOM: Member of the SWAP Hub
12. $NVTS: Embedded partner in the SCMC Hub
13. $PDFS: industry partner in the CA DREAMS Hub
14: $ALMU: affiliate member in the CA DREAMS and MMEC Hubs
-> Electromagnetic Warfare (EW): $51 million allocated across 6 projects.
-> Artificial Intelligence (AI) Hardware: $42 million allocated across 7 projects.
-> 5G/6G Wireless Communications: $42 million allocated across 5 projects.
-> Commercial Leap-Ahead Technologies: $38 million allocated across 7 projects.
-> Quantum Technology: $32 million allocated across 4 projects.
-> Secure Edge Computing / IoT: $25 million allocated across 4 projects.
Just a warning:
Being important to US technology (eg. Wolfspeed) does not translate to being a good investment.
Was just doing research into $SIVE CHIPS act funding and decided to see what other lesser known companies got grants or were beneficaries too.

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@CigsMake Give that man a fresh fade and chop those pork chops off, and he’d look every bit of 21.
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@brunbitty I get the sentiment, but we live in a constructed world, not a fake one. I believe the trap is believing you have no agency inside the system.
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Okay, so if I'm understanding this correctly, we live in a fake world full of fake people who work fake jobs to make made up fake money with fake school systems, fake political parties that are led by fake leaders, with fake entertainment and fake media, all to keep us distracted from the fact that everything's fake.
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Good question.
Because indexes gives you the average. I don’t want the average. An AI index gives you $NVDA at fair value, $AMD at fair value, and 40 other companies diluting your returns.
My edge is identifying chokepoints before the market finds them. The index will own them after the move. I want to own them before.
The one ETF I do own is $EWY, purely for Samsung and SK Hynix exposure. You can’t buy them directly in a US account.
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@JVStewartBuilds @Ashton_1nvests Why not just index AI and semiconductors?
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In my eyes, concentration is how you build real wealth.
It’s not for everyone.
But a big part of my account is sharing my journey.
And for me, that means going heavy into my highest conviction ideas.
I’m not trying to own 30 stocks.
I’m trying to be right on a few.
That’s why $SOFI $AMD $AMZN and $ZETA make up ~75% of my portfolio.
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