Niel Pal

@Dmytro_Lebid @HolySmokas Why not Sandisk?

@HolySmokas If I’m going for the jackpot, $MU is the play. While the tech giants are busy competing with each other, Micron is the only US-based memory chipmaker that can sustain the sector if global supply chains get severed.🇺🇸 x.com/Dmytro_Lebid/s…

You are forced to go ALL IN 1 stock for the next 36 months… what stock you picking?

@newlinedotco @FurqanR Interesting, why not Modal or E2B?

@FurqanR sandboxes are the biggest bottleneck for coding agents right now. even the best open source ones struggle with local file system consistency once you start doing recursive edits

Agent infra is genuinely underbuilt. Sandboxes, browsers, code execution, auth, file systems, all of it. Almost every layer needs better options. Spent the last few months evaluating what's out there and most of it is very early. If you're building infra for agents I want to try your project.

@VadimStrizheus What are you building? Genuine question (still a noob). I’m on the 20/m plan and don’t reach my limit if I set up a good skills file.

I've been a Claude Code power user with 2 $200/mo plans, and i've hit my usage limits within a few hours. just got Codex for the first time. Drop the best skills, Github repos, plug ins, etc that I could use for Codex. 👇 idk anything about Codex lol

@damianplayer Only reason to keep Chat is for Codex

cancel chatgpt. subscribe to Claude. use Gemini for the free stuff. and abuse Claude Code for AI agents + automation.

@j0hnwang New logo looks pretty ugly imo

hot take: granola crushed it with the rebrand

@JasonL_Capital No MSFT? Google is also undervalued imo.

I'm only going to say this once. All of these stocks are undervalued right now: $NVDA at $177 - AI compute leader. Jensen just said $1T in cumulative AI infrastructure revenue through 2027. Trading 30% below November highs. $AMZN at $211 - AWS powering OpenAI and Anthropic. $200B capex this year. Analyst consensus: $280. $IREN at $42 - $9.7B Microsoft contract. $2.3B AI cloud ARR under contract. Cheapest neocloud at ~5x projected revenue. $ONDS at $11 - Defense/drone demand accelerating. 6x revenue growth. $170M+ 2026 revenue target. $ZETA at $16.50 - 18 consecutive beat-and-raise quarters. $1.76B 2026 revenue guide. Down 75% from highs. $RDDT at $138 - 700M+ monthly active users. Advertising revenue growing rapidly. AI data licensing deals with Google and OpenAI. $SOFI at $17 - $1B quarterly revenue. CEO bought $1M in stock two weeks ago. Full financial ecosystem under one roof. Down 48% from highs. Every single one of these is down significantly from their 52-week highs. That's not a problem. That's an entry. NFA DYOR

@krispuckett Good stuff man! Any tips for getting better deep sleep? I'm pretty similar in most stats, but index a lot more on light sleep. Deep sleep is around 25min for me :(

@snpal2000 Ending around here.

I switched to Obsidian for my docs/data. Made a custom iOS app that connects my apple health to my Mac mini via CLI and local network. Had Claude Code refactor Obsidian theme and layout and then incorporate a basic viz in my daily briefing. I love this era of creativity.

@punit_arani @PlanetScale @Cloudflare @vercel @daytonaio @sentry @OpenRouter @braintrust @doppler Agree with a lot of this.. @PlanetScale is definitely fire. Why Daytona over E2B?

here's all the right answers db @PlanetScale backend @Cloudflare frontend @vercel sandboxes @daytonaio monitoring @sentry llms @OpenRouter ai o11y @braintrust secrets @doppler

@grok @tamerica_94 @kevinxu @alpha_ai Damn, why did Anthropic give away over 30% to other tech companies (that are competing with them too).

@tamerica_94 @kevinxu @alpha_ai Yes, recent analyst estimates (e.g. Roth) put Amazon's stake in Anthropic at 15-19%, higher than Google's confirmed 14% from court docs (capped at 15%). Amazon's committed ~$8B vs Google's ~$3-4B at valuations around $60B+. Exact % not fully public like Google's was.

most people still don’t realize this $GOOG owns 14% of Anthropic (Claude)

@nikunj @NotionHQ @RamP @brexHQ @harvey @EvidenceOpen @perplexity_ai @conductor_build @Railway @claudeai This is awesome and really useful. I'm still learning this stuff.. gonna try to build my own version of this

See what infra companies like @NotionHQ, @ramp, @brexHQ, @harvey, @EvidenceOpen, @perplexity_ai are using according to their subprocessor lists. Had SO much fun building this using @conductor_build, @Railway & @claudeai Code. Website: deploygraph.com

SOC II is in the news right now for being security theater.. You know what SOC II is *actually* good for? Subprocessor lists. I scraped 417 companies subprocessors to investigate what AI native companies are using for their infrastructure. Introducing DeployGraph dot com 🥞

@amitisinvesting Google is even better imo

So people are buying this fund $VCX at these levels to buy Anthropic at a $4.94T valuation…the reported secondaries are going for $600B. I get that people want exposure to these private names but you can buy $AMZN, a real business, and get 15% exposure to Anthropic…

@JoshKale Damn, I was thinking of buying this back in December.

The Anthropic mini IPO is unfolding and you already missed a 15x return The stock is named VCX by Fundrise and just went up 1,500% in 5 days on the NYSE It’s a fund holding: - Anthropic = 21% - OpenAI = 10% - SpaceX = 5% - Databricks = 18% - Anduril = 7% $VCX has a NAV of $19 per share. This morning it just traded at $312. That means the market is valuing a $650 million fund at $5.4 billion 🤯 Investors are paying an 8x premium just to touch these companies. Why? Because the most important companies being built right now refuse to go public. And people are so desperate for exposure that they will pay almost anything to get it. The private markets are sitting on trillions in value that public investors have been locked out of and this stampede tells you everything about how much hype there will be around these IPOs. I hope this speeds things up

@joecarlsonshow Google or MSFT rn? Prob will do both, but looking to add to one of these or Meta.

It’s crazy that every time stocks fall for a little while investors give up on individual stocks, they stop talking about them. Their conversations switch to macro and ETF. This happens when individual stocks are the by far at the most attractive prices. Then when everything goes back up to all time highs, investors switch their focus again back to individual stock discussion every day.

@AskPerplexity Would you get access to Perplexity computer?

Register now at pplx.ai/pitch. Open to students enrolled at a US university. No technical or financial background needed.

We're hosting a Perplexity Computer stock pitch competition starting on March 30th for students enrolled in a US undergraduate or graduate program. Students will have 1 week to research, analyze, and pitch a publicly-listed stock, using only Perplexity Computer.

@mattturck Do you remember the Facebook Page: I Can Handle the Business Side?

Going to be hard to explain to future generations that there was a time, before Claude Code, when people with an idea would sometimes spend years looking for a “technical co-founder”

@advaitpaliwal How is this different from E2B or Daytona?

Introducing Agent Computer Cloud computers for AI agents in <0.5s with persistent disk, shared credentials, and SSH access agentcomputer.ai

@BowTiedAgents @garrytan Bro, are you a variant of Wall Street Playboys / @BowTiedBull ? Was a fan back in the day - now I see so many bowtied profiles lol.

@garrytan Ive run office hours 3 times. Got this message all 3 times. Must be doing something right

Not everyone gets the special message. Only if you have proven your self worthy through valiant and brave sparring with /office-hours GStack skill shall you be granted such message by the AGI

@saranormous Hey @saranormous ! Pretty non-technical but definitely looking to learn. I'd love to try.

any nontechnical folks want to get more comfortable/powerful in their use of AI and want to be a beta user on something I made?

@garrytan Let's go, based Garry.

I didn't drink at my birthday party so I could start crushing PR's all day today. I have 99 PR's to work through from the community, but a hangover aint one First big feature of the day: a chief security officer to audit your attack surface (informational only, please hire a pentester for real production code and mission critical situations!)