@DynamicMoats

Allocator of things to allocate. Views are my own. Not investment advice. DOW IS AT 50,000

 San Francisco, CA
Joined November 2012
  • Tweets7.1K
  • Following4.9K
  • Followers12K
895Media
In May and June, stocks went up 20% pre market on news releases Now we invert
Gus - The Italian Investor
@italianinvesto1h
$FPS is down 12% in pre-market because it announced a CFO transition. Is this market okay? 🤡 Forgent's new CFO is Amy Ard, Forgent’s Executive Vice President of Finance. $FPS is one of the best growth stocks out there right now, imo.
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Persistent and eternal cyber warfare is a compute heavy large TAM
Joe Weisenthal
@TheStalwart13h
A lot of things seem to be getting hacked
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Accelerating the spend $META
Dynamicmoats
@DynamicMoatsJul 27
Replying to @DynamicMoats
$META Zuck is not cutting, he’ll accelerate, risk of not taking enough risk is too high
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Upwards of $1 trillion $META
Dynamicmoats
@DynamicMoatsJun 18
How many hundred billions will $META end up raising?
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Going to build the OpenRouter of personal agents
Negligible Capital
@negligible_cap19h
Duet Dots Muse GrokBot Instinct Hark GeminiSpark (or whatever they have) I don't think we have enough personal agents
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Almost time to short refiners?
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Very impressed with what citrini has built in just 4 years
Anthropic
@AnthropicAIOct 20
Replying to @AnthropicAI
Working with @citrini, we asked Claude to design proteins that bind to five scorpion toxins (covering the part of the toxin that latches onto cells). Over the next 64 hours, Claude generated over 300,000 designs; we sent 211 to @adaptyvbio and @TwistBioscience for lab testing.
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Well put. Do people actually think this is how a real AI company or serious investor makes decisions?
Dave A Ricks
@DaveARicksOct 19
One month (or so) on @X , a platform unlike any other. Energy, speed, smarts and stupidity. -The best thing in BioX - Rapid and divergent takes on new clinical data, on balance usually right..wisdom of crowds -The worst thing on BioX - Shameless replies and reposts pumping your own book, praying for M&A about your favorite name, plane stalking…do people actually think this is how a real drug company or serious investor makes decisions? Maybe it just makes you feel like you have some agency, then ok.
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$SPCX
Walter Piecyk
@WaltLightShedOct 17
SpaceX wireless is real. The cost is not $100B. The telcos are not ready. Went deep with @reckless on @decoderpod. $SPCX $T $TMUS $VZ $TSLA $UBER youtu.be/a9jnh4Vb-GY

SpaceX's ambitious, expensive gamble to replace AT&T, Verizon, and T-Mobile | Decoder

My guest today is Walter Piecyk, a telecom analyst at LightShed Par...

youtube.com
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$XE $FRVO
Prof
@TheProfInvestorOct 16
And it gets even crazier. 🤯 1,400 stocks are down 70%+ from their 52-week highs. Let that sink in. If you’re down 70%, you need roughly a 233% gain just to get back to breakeven.
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All the $PGE analysts wishing they had this back in the day
Claude
@claudeaiOct 16
Six projects from the last few weeks that caught our attention: A wildfire analysis prototype that maps the fire’s spread over time and tracks hot spots, made with Opus 5.5.
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This is the last super cycle for memory companies, forever xitter.cf/elonmusk/status/211113…
Elon Musk
@elonmuskOct 16
Replying to @zerohedge
For sure in 2027, but if China ramps LP5 & LP6 as fast as they’ve ramped other manufactured products, then 2028 will be a different story. HBM is a tougher hill to climb, however.
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Trillions of dollars are won and lost betting whether the roulette ball lands on 65, 67, 69, 70, 75, 85, or 110
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This is the last super cycle for memory companies, forever
Elon Musk
@elonmuskOct 15
China will be making a LOT of RAM in 2028
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AI hardware stocks are pretty similar to crypto stocks
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Dynamicmoats retweeted
Chill Banker
@ChillBankingOct 14
If you’re a SpaceX investor you have to listen to this video! $SPCX “In 10 years I think it’ll be thousands of dollars a share. I think it’ll be worth $20T, $30T, $50T and Elon thinks I’m way low. It’s now $2T” xitter.cf/firesidealpha/status/2…
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Some pods definitely blew up today? 30 yr and 20 yr are now flat on the day while semis and smid caps are still crashing
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Warren watched the youtube video of @davidsenra 's interview with Luca Morra $BSP, called up Greg, and said "let's add some"
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