Follow the smart money and what top investors are buying, selling, and thinking across Substack, email newsletters, X, podcasts, and YouTube.
Joined May 2026
- Tweets156
- Following26
- Followers490
- Likes301
Drip retweeted
Research from @trydrip, private execution on Sirius
Trade like a Pro! Best of both worlds!
.@Sirius_Protocol 🤝 @trydrip
You can now access Drip opinions and picks directly in the @Sirius_Protocol app!!!
Check it out 👇
Drip retweeted
Market brief newsletters are dead.
Tell your @Muse: “Read themarkets.today every morning and tell me what matters.”
A comprehensive daily stock market brief built for your agent.
Get the important stuff surfaced quickly. Then ask follow-up questions.
Drip retweeted
This is how you use AiFi:
1. Connect the @coinbase MCP so your agent can trade on Coinbase.
2. Ask the @coinbase MCP to pull the latest stock picks from dripstack.com (@trydrip), which aggregates daily picks and trades from top financial newsletters.
3. Have your agent read themarkets.today to understand what’s moving markets.
4. Ask your agent to compare the picks against that context, explain its choice, and buy your chosen stock on @coinbase.
Drip retweeted
Tell your agent to read themarkets.today and your portfolio to see what is relevant to you 🔥
This is sick! I had my agent look at my personal portfolio, read themarkets.today and tell me what’s happening today that could impact my holdings
Drip retweeted
Using Jev and @trydrip to create the craziest daily stock market brief of all time.
Let me know if you want access to this.
Drip retweeted
Why independent analysts beat Wall Street Journal
Drip deliberately focuses on independent publishers rather than integrating major outlets like Bloomberg or the Wall Street Journal, and Michael Blau's reasoning is blunt: a generalist journalist assigned to cover crypto simply does not have the depth of someone who thinks about it every single day. He points to the rise of independent analysts like Citrini, Michael Burry, and Lyn Alden as a genuine market-moving trend, people whose research is granular and dedicated enough to actually move stock prices, in contrast to what he describes as surface-level coverage from big publishing platforms. As a trader himself, Blau admits he has never personally used mainstream business news as part of his own research flow, relying instead on independent voices like Ben Thompson and Matt Levine for higher-quality, more specific insight. It is a pointed argument that depth and dedication, not brand recognition, are what actually generate value in financial content today.
@trydrip
youtu.be/C7shJ69oE_s
Drip retweeted
I built whichstrike.com to quickly see the key support and resistance levels for a stock, index, or other ticker. I’ve used a spreadsheet version for years to help choose strikes when selling puts/calls.
Many financial data products show this information, but it’s buried behind overwhelming filters and tabs. I put it all in one sorted table.
Mainly built for options traders, but it can also help other traders and people choosing liquidity ranges for stock tokens.
If you find it useful, I’d love feedback!
Drip retweeted
Why independent analysts beat Wall Street Journal
@trydrip deliberately focuses on independent publishers rather than integrating major outlets like Bloomberg or the Wall Street Journal, and @blauyourmind's reasoning is blunt: a generalist journalist assigned to cover crypto simply does not have the depth of someone who thinks about it every single day. He points to the rise of independent analysts like Citrini, Michael Burry, and Lyn Alden as a genuine market-moving trend, people whose research is granular and dedicated enough to actually move stock prices, in contrast to what he describes as surface-level coverage from big publishing platforms. As a trader himself, Michael admits he has never personally used mainstream business news as part of his own research flow, relying instead on independent voices like Ben Thompson and Matt Levine for higher-quality, more specific insight. It is a pointed argument that depth and dedication, not brand recognition, are what actually generate value in financial content today.
Drip retweeted
Why reading 20 newsletters a day doesn't scale
The value of independent analysts and creators is not in question, according to Michael, the real problem is convenience: following 20 independent voices you respect means 20 separate emails to read every single day, which quickly becomes unsustainable. His solution with @trydrip is connecting all of that independent content into an AI system that can ingest, synthesize, and surface the essential information without requiring the reader to manually process each source. That combination of AI and creator content is, in his view, genuinely democratizing access to high-quality analysis and information that would otherwise get lost in inbox overload. It reflects a broader shift in the creator economy, where the bottleneck is no longer content creation, it is helping people actually consume and act on the volume of good content already out there.
Drip retweeted
AI agents can now pay per article with stablecoins
Drip works like a search engine for financial content: ask what analysts are saying about a stock like SpaceX, and it pulls together every relevant newsletter that covers it into a menu, letting the user or their AI agent decide exactly which articles to unlock. Payment happens through X402 or MCP endpoints, both payment protocols that let agents with crypto wallets pay directly in stablecoins for individual pieces of content, whether that is one dollar or ten. Once purchased, the article becomes context the agent can use immediately to inform decisions or analysis. It is a clean example of how micropayments and stablecoin rails are enabling a genuinely new content distribution model built specifically around AI agents as the buyer.
@trydrip @blauyourmind
Drip retweeted
This is awesome but it’s missing one of the most important new financial “data” sources: the independent analysts.
Financial writers and podcasters WILL NEED a way to get paid by agents for their material and that is exactly the infrastructure we are building with @trydrip.
We are doubling down on making Computer more useful for financial researchers and analysts.
Computer now connects to new licensed data sources, including Dun & Bradstreet, Guidepoint, IBISWorld, and 20+ others. An analyst can ask Computer a question and get an answer built from the firm's own licensed sources without APIs or separate logins to work through.
Every figure traces to the source record it came from. Teams doing high-stakes work would know exactly which data set produced which number.
To connect, select a provider in Settings → Connectors and sign in with an existing license. Available now to all Perplexity users.
perplexity.ai/hub/blog/compu…
Drip retweeted
Not serious people: "Hey chat, give me some stock recommendations"
Serious people: "Hey chat, use @trydrip to understand what the best financial analysts are looking at"
Drip retweeted
Podcast Alpha
1 market call for August 24, 2026.
Here is the pick:
$NVDA
Action: Recommendation
Position direction: Long
Status: Active
Conviction: Medium
Murdock says flat chart reflects circular hyperscaler transactions obfuscating real growth; he's 'over' on Nvidia hitting $10T within five years.
Source: podcastalpha.substack.com/p/…
Powered by dripstack.com
Drip retweeted
Ben Pouladian
11 market calls for August 24, 2026.
Here is every position update:
$BE
Action: Hold
Position direction: Long
Status: Active
Conviction: Medium
Disclosed long position.
---------------
$ORCL
Action: Hold
Position direction: Long
Status: Active
Conviction: Medium
Long via 2027 LEAPS.
---------------
$NBIS
Action: Hold
Position direction: Long
Status: Active
Conviction: Medium
Nebius named as an early adopter of Vera Rubin; disclosed long.
---------------
$WOLF
Action: Hold
Position direction: Long
Status: Active
Conviction: Medium
Disclosed long position.
---------------
$NVDA
Action: Hold
Position direction: Long
Status: Active
Conviction: Very High
Held since 2016; author views NVDA as inexpensive given FCF, roadmap execution and pricing power going into the print.
---------------
$ALAB
Action: Hold
Position direction: Long
Status: Active
Conviction: High
Optics/interconnect layer holding.
---------------
$LITE
Action: Hold
Position direction: Long
Status: Active
Conviction: High
Optics/interconnect layer thesis alongside NVDA.
---------------
$SMCI
Action: Hold
Position direction: Long
Status: Active
Conviction: Medium
Disclosed long position.
---------------
$TSEM
Action: Hold
Position direction: Long
Status: Active
Conviction: Medium
Disclosed long position.
---------------
$CRDO
Action: Hold
Position direction: Long
Status: Active
Conviction: High
Interconnect layer holding tied to networking scaling thesis.
---------------
$NOW
Action: Hold
Position direction: Long
Status: Active
Conviction: Medium
Disclosed long position.
Source: bepresearch.substack.com/p/t…
Powered by dripstack.com
Drip retweeted
Daily Diff
BowTied Bull vs Michael Burry (LONG vs SHORT)
$QQQ
BowTied Bull
What they said: RECOMMENDATION | LONG
Date: 2026-08-24
Conviction: Medium
Rationale: Recommends QQQ/S&P exposure for Big Tech cash flows in a higher-for-longer scenario.
Source: bowtiedbull.io/p/you-now-com…
Michael Burry
What they said: HOLD | SHORT
Date: 2026-08-21
Conviction: Medium
Rationale: Holding far OTM 2027 QQQ puts.
Source: michaeljburry.substack.com/p…
Powered by dripstack.com
Drip retweeted
BowTied Bull
2 market calls for August 24, 2026.
Here is every pick and position update:
$QQQ
Action: Recommendation
Position direction: Long
Status: Active
Conviction: Medium
BowTied Bull recommends QQQ/S&P exposure for Big Tech cash flows in a higher-for-longer scenario.
---------------
$GRID
Action: Hold
Position direction: Long
Status: Active
Conviction: Medium
BowTied Bull frames GRID as a secular AI and electrical-infrastructure growth play fitting its investment template.
Source: bowtiedbull.io/p/you-now-com…
Powered by dripstack.com
Drip retweeted
Had a great time with @juliafedorin at the @stripe MPP event in SF!
Michael Blau (@blauyourmind) went from the investment team at @a16z Crypto to CTO at Royal, working with is brother.
Something he learned was...
"A great team with a bad idea will always beat a great idea with a bad team. The great team can figure it out, pivot, build something new. Our ideas don't matter, we just need the best, most flexible people around us."
And if he wasn't in tech?
He'd have his own parlor magic show on the Las Vegas Strip.
He's been doing card tricks since he was 12. And that dream isn't going anywhere.
What would you be doing if you weren't in tech?
Full convo below.