Kevin

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Kevin

Kevin

@KevinDataGuy

PM, Growth, Data.

SF Bay Area, CA เข้าร่วม Şubat 2014
237 กำลังติดตาม160 ผู้ติดตาม
Trung Phan
Trung Phan@TrungTPhan·
LEGO just dropped its largest set ever: La Sagrada Familia. It has 12,060 pieces and costs $800. The set comes 100 years after Antoni Gaudi’s death (June 10, 1926). The details are insane including spires, carvings and interior with light shining through stain-glass windows.
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Geiger Capital
Geiger Capital@Geiger_Capital·
The UK won two world wars and Japan lost one horrifically. Yet it’s Japan that is still a culturally homogeneous, high-trust, low-crime country. Mass immigration does more damage to your nation than being hit with a nuclear bomb.
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Nancy Mace
Nancy Mace@NancyMace·
Seniors shouldn’t pay property taxes, do you agree?
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Kevin รีทวีตแล้ว
Lib Development
Lib Development@Lib_Development·
Korean society: so how are people going to receive old age pensions if everyone in the country is old? Korean government: well, we, uh Americans coming around the corner with a literal truckload of money: Are you guys the people who make RAM?
Marco De Donno@stonksandgoats

@citrini What it means for the Korean economy and people when Samsung and SK Hynix are about to pay $430 BILLION in taxes in FY26-28. That's half the Korean public debt.

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Kevin
Kevin@KevinDataGuy·
@HermesLux I mean, the underlying keeps going down. So yeah
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Hermes Lux
Hermes Lux@HermesLux·
For the past 18 months, from its initiation, the 10 Delta strategy remains undefeated.
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Kevin
Kevin@KevinDataGuy·
@RaminNasibov Dude what was this game called? It's the dark recesses of my memory
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Ramin Nasibov
Ramin Nasibov@RaminNasibov·
Millennials version of the Backrooms
Ramin Nasibov tweet media
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Kevin
Kevin@KevinDataGuy·
@amitisinvesting Probably all healthcare, social services, and gov jobs
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amit
amit@amitisinvesting·
JOB OPENINGS IN AMERICA FOR APRIL: The street thought we would have 6.8M jobs open. We just came in at 7.6M. That’s a difference of +800K jobs. Fake jobs or AI doomers wrong again on jobs going away?
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Kevin
Kevin@KevinDataGuy·
@nikunj Seagate is a bit above on the I-880 too :)
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Nikunj Kothari
Nikunj Kothari@nikunj·
All you had to do to make life changing wealth was to invest in ~every public company along the 237
Nikunj Kothari tweet media
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Kevin
Kevin@KevinDataGuy·
@Austen Basically school of rock ahahah so good
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Austen Allred
Austen Allred@Austen·
These kids are experiencing a very different version of being nine years old than I did
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Austen Allred
Austen Allred@Austen·
Daughter’s final project for Alpha School this year was for the kids to organize and throw a music festival. The academics are excellent but she definitely learned more from this project than anything else this year.
Austen Allred tweet media
Austen Allred tweet media
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Citrini
Citrini@citrini·
@owenliang60 Considering the portfolio has thematic concentration limits and has never been >35% AI, that would be an improper benchmark. But if you want to benchmark our AI basket to SMH, this is what it looks like:
Citrini tweet media
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Kevin
Kevin@KevinDataGuy·
@Austen Brine chicken breasts. It’s a game changer
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Austen Allred
Austen Allred@Austen·
Chicken thighs are so much better than chicken breast
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shift
shift@joinshiftX·
Today, we're launching shift. We're starting by cleaning your apartment in New York City, for free. Here's how it works. Book a shift cleaning. A vetted shift operator comes to your home wearing one of our devices. They clean. They leave. You pay nothing. In exchange, we record the cleaning. Robotics is being built on data about how people do daily tasks, and the value of that recording is what funds the service. Anything personal in it is anonymized before the recording is processed. By now, you have heard about the shift to AI more times than you can count. About the shift toward you, the part where you actually feel it, you have heard almost nothing. Shift is what starts to make it concrete, in specific cities, with specific services. Today, cleaning in New York. Soon, handymen, repairs, and errands across the globe. And this is just one side of shift, with more on the way. Comment “shift” and we’ll send you an early access link.
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Kevin
Kevin@KevinDataGuy·
@firstadopter Genuinely curious - what happened in 2022 and 2023?
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tae kim
tae kim@firstadopter·
Thanks to $DELL I am now on track to crushing the market with my annual stock ideas for seven years running with big upside every single year. Look at my prior years' annual stock ideas. 2026 is not an anomaly. Plus, my Substack ideas during the last few months, including DELL, are even doing way better.
tae kim tweet mediatae kim tweet media
tae kim@firstadopter

My top 3 stock ideas for 2026: Microsoft, Dell and Nintendo. I’m also extremely bullish on OpenAI and AI enterprise adoption.

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