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@ALEXEIMARTOV "One of the key strengths of Grok vs ChatGPT is its integration with X. For example i was running some valuation queries on $DHI (DH Horton Home Builders) and look at how it pulled in rich data to improve my request"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-12 23:05:02 UTC 1920 followers, XXX engagements

"I made a twitter post button on gtoport _ Here's my portfolio as of yesterday: 6/19/25 Portfolio Update Longs (129.5%) $9984.T XXX% $AMZN XXX% $NVCR XXX% $GOOG XXX% $NXSN XXX% $DAVE XXX% $7808.T XXX% $STZ XXX% $BATS XXX% $TEVA XXX% $4374.T XXX% $U XXX% $GENI XXX% $9468.T XXX% $MGNI XXX% $CADL XXX% $KSPI XXX% $VEON XXX% $ET XXX% Shorts (-34.4%) Cash 5.0%"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-06-20 16:19:21 UTC 1920 followers, 2764 engagements

"7/19/25 Portfolio Update. XXXX% net long. Longs (123.1%) $9984.T XXX% $AMZN XXX% $NVCR XXX% $STZ XXX% $7808.T XXX% $GOOG XXX% $U XXX% $BATS XXX% $DAVE XXX% $4374.T XXX% $CADL XXX% $GENI XXX% $KSPI XXX% $VEON XXX% $MGA XXX% $9312.T XXX% $BIDU XXX% $DLO XXX% $MRVL XXX% Shorts (-34.7%) $EWJ XXX% $U 260116C00040000 XXX% $RBLX XXX% $ARKK XXX% $TEM XXX% $CTAS XXX% $WMT XXX% $TSLA XXX% $MNDY XXX% $IBM XXX% Cash XXXX% Reposting cos it got messed up and i like to have it in the blog. Main things coming this week re earnings posts etc. Wednesday evening: $GOOG $TSLA $IBM earnings Thursday before market"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-21 03:10:06 UTC 1920 followers, 1138 engagements

"@MetacriticCap gov has been very consistent that FDI = winning imo"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-23 03:58:20 UTC 1920 followers, XX engagements

"I wrote up $NVCR on the other site (in my profile). Novocure is a really interesting company I don't see written up very often (actually ever) and one of my largest positions (despite my cost basis being in line with the current price). It trades at 3x sales with XX% gross margins and has numerous upcoming catalysts that could lead to an acceptable investment result. Of course this write up is not financial advice or a suggestion to buy the stock. We're dealing with fighting brain cancer using electro-shock therapy here afterall"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-08 19:25:55 UTC 1917 followers, 1003 engagements

"New portfolio update on the other site (link in bio). Some interesting developments with $9984 $NXSN $DAVE and a new position in $STZ. Hope you enjoy"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-06-30 22:10:00 UTC 1920 followers, 1563 engagements

"@Investor_NICK_ wise to see there was a good community around this token"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-21 16:12:35 UTC 1921 followers, XX engagements

"the USD is not in geopardy though it is just a bit weaker because of money printing. But other countries print lots too. To me this is like deciding to go all in on moving America to Mars because Earth is X degree hotter. Like we just aint there maybe lets figure out how to stop it getting X degrees hotter. If it gets XX degrees hotter sure we can talk about space ships. People make comments like the US dollar is toast while they yolo every last bit of their savings into the US stock market its a massive cognitive dissonance. "The USD is toast dedollarization my only holdings are 3x leverage"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-21 21:25:58 UTC 1921 followers, XX engagements

"@irbezek @CCM_Brett $VRSN amazingly well positioned company was still selling 100x rev in 2000"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-16 22:50:00 UTC 1922 followers, XXX engagements

"@Investor_NICK_ @taobanker I imagine that stuff does actually get used provided its all automated low effort stuff. Though Im sure when you get XXX of uber credit Amex isnt paying XXX etc. the monthly fee is net profitable Im sure"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-19 18:51:49 UTC 1923 followers, XX engagements

"they're all v good businesses that will almost surely continue to increase volume slowly and price at rate of inflation but i do think the final market state involves 3-4 main players not just ZYN. VELO also available at 7/11s in california now wasn't X months ago as far as i can tell"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-23 05:40:41 UTC 1920 followers, XX engagements

"@orrdavid shorting $COIN $RBLX $TSLA $ROKU $PLTR $TEM $CRCL is prob better way lower fee rate atm more tax optionality and it means ur not short nvda / amzn / gitlab/ tsm / natera / veracyte which are all defensible longs"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-22 17:15:50 UTC 1920 followers, XXX engagements

"@KairosPraxis @Investor_NICK_ Or if all cars are self driving XX% fleet XX% other ppls cars in peak. I do agree Uber is in solid spot"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-19 21:04:34 UTC 1924 followers, XXX engagements

"Total installs has gotta be worth something but yeah it does feel like they would be well served owning a demand aggregator strategically. Maybe the status quo is still better and they can always back into it tho. Honestly feel like Tesla should too esp since market will jsut slap 100x rev multiple on it heh"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-19 21:08:47 UTC 1924 followers, XXX engagements

"@3e3dev @petergostev H100s Amazon bought October 2022 have def already paid for themselves. There is also just endless demand as frontier moves forward u can (and people do) still rent Tesla T4s on Amazon"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-21 05:30:10 UTC 1921 followers, XXX engagements

"Someone explain to me why bitcoin is good for america (no position). As pumped up as Circle is I can get behind ERC20 rails as a way to get foreign markets interested in the dollar through USDC. When crypto boomed over defi summer people liked USDC it actually works pretty well. And it legitimately creates demand for the US dollar. America even keeps the yield in the country (in $CRCL's coffers where they will eventually pay taxes) rather than paying it out from the treasury to another country. In this way its actually even better for the US than issuing treasuries to other sovereigns (all"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-21 20:41:44 UTC 1920 followers, XXX engagements

"@CCM_Brett @irbezek Worth XX billion end of 1999. Microsoft was worth 600b so 1/30th the size of the biggest company. Palantir 1/12 of Nvidia so similar magnitude but youre somewhat right"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-16 23:01:13 UTC 1922 followers, XX engagements

"@Investor_NICK_ if they could just issue a shitload of shares now and then buy houses with it"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-21 18:16:52 UTC 1923 followers, XXX engagements

"@Investor_NICK_ @taobanker no one uses any of that stuff and then they make X% on everything u buy"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-19 17:32:37 UTC 1920 followers, XXX engagements

"$META: we are building a tesseract the size of new york. $GOOG: we already have multiple tesseracts this size. $9984/OPENAI: our new Texas tesseract will bring super intelligence to the masses and put the manhattan project to shame. $NVDA: there is unlimited demand for our tesseract kit. $AAPL: lets talk about the 4th season of Ted Lasso and the XX% film and television tax credit we managed to secure from Kansas City"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-21 18:08:22 UTC 1922 followers, XX engagements

"1: is pretty borderline X acquisition was not normal we will build Toyota factory in Ohio stuff. And Biden blocked it initially prob extremely unpopular with all unions. Trump unblocked it and it went through in June right 2: think this is pretty complicated but it creates a lot of jobs and increases productivity for host country Just seems super good vs importing from that country or not having the factory at all"
@ALEXEIMARTOV Avatar @ALEXEIMARTOV on X 2025-07-23 04:11:42 UTC 1920 followers, XX engagements