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@astridwilde1 "@aahmad1581 of these I think these X are still the most interesting risk/reward price: $CPH.TO $TGTX $NNI $HROW"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-19 01:50:28 UTC 11.2K followers, XXX engagements

"all the homies love the IDF give them your money"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-22 15:52:03 UTC 11.2K followers, 1188 engagements

"@Chesedgirl @Pandora_Delaney i have never seen this word before but that combo of Latin roots is deeply cursed"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-23 17:59:29 UTC 11.2K followers, XXX engagements

"@aahmad1581 current portfolio and ytd performance: Cash (24%) $CPH.TO (14%) $CPNG (11%) $NTDOY (8.5%) $GOOG (7%) undisclosed (6.5%) $DMGI.V (6%) $TGTX (4.5%) $NNI (4%) $HROW (3%) $ACFN (2%) $AMTM (2%) $REGN (2%) $COVCF (1%) $ARBKL (1%) all others (3.5%)"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-19 01:49:31 UTC 11.2K followers, 1192 engagements

"@BichonRedux the cost of doing business is structurally lower the productivity of labor is structurally higher demand for labor is structurally lower"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-23 17:57:32 UTC 11.2K followers, XXX engagements

"@CCM_Brett i think the acquisition makes sense. so did the iRobot acquisition. it's all a bet that data matters and that these acquisitions are the cheapest way to purchase that data"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-22 19:13:15 UTC 11.2K followers, XXX engagements

"@BDStallardPhys @NathanpmYoung agreed. i guess my personal tolerance for free riders is higher than my personal risk tolerance"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-13 20:01:54 UTC 11.2K followers, XX engagements

"$RELY still growing like a weed $APP continues to crush it $SEMR a miss $CIB still chugging along $AMRK a meh business $CRL facing an unreal number of headwinds $ULTA $DE $QCOM all doing well narrative lottery ticket turned into the force that carried the entire market"
@astridwilde1 Avatar @astridwilde1 on X 2025-06-04 13:37:41 UTC 11.2K followers, 3300 engagements

"today i learned about the most metal insect of all time the orchid mantis LOOK AT HER 🤩"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-17 20:43:57 UTC 11.2K followers, 3271 engagements

"@irbezek if $APP has an XX% drawdown i am not exaggerating when i say that i would be XXX% long and not own anything else. you have a massive blindspot around this company and idk why"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-15 01:22:55 UTC 11.2K followers, XXX engagements

"@escvel0city11 LLMs are a commodity other models are becoming much much much more valuable the street hasn't figured this out yet but Andy Jassy and Sundar Pichai and Mark Zuckerberg have the future does not look like the past 🌞"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-23 22:20:38 UTC 11.2K followers, XXX engagements

"Current positions X% weight: Cash: XX% $CPH.TO XXXX% $CPNG XXX% $NTDOY XXX% $APP XXX% $TSM XXX% $CIB X% $AMZN XXX% $REGN X% $ACFN XXX% $RELY XXX% $DAC XXX% UNDISCLOSED XXX% $VAL 2026 40c XXX% $TDW XXX% $FOA XXX% $HII XXX% $AMTM X% $COVCF X% $GOOG 1%"
@astridwilde1 Avatar @astridwilde1 on X 2025-04-02 00:17:37 UTC 11.2K followers, 2662 engagements

"apparently everyone had the same idea for 3d spatial encoding at the same time lol incredible and this implementation is better than mine 🥲"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-22 14:10:09 UTC 11.2K followers, 1452 engagements

"what does the world look like when the cost of inference drops by 300x if you're not ready for its ubiquity you will lose"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-22 12:19:01 UTC 11.2K followers, 2814 engagements

"1H 2025 performance check in. YTD and X year performance holdings in order of weight: $CPH.TO $CPNG $NTDOY $GOOG undisclosed $DMGI.V $TGTX $HROW $ACFN $AMTM $REGN $COVCF $ARBKL largest contributors YTD were $TSSI and $PSIX which i no longer own only L of the year so far $MRVI"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-01 15:24:34 UTC 11.2K followers, 16.2K engagements

"if Mouse wins her suit against the company because they did in fact steal $515000 from a charity then these X people should be blacklisted from the industry. work with them under no circumstances"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-21 22:12:07 UTC 11.2K followers, 8052 engagements

"Q1 portfolio check in probably the last time i post one of these for a while as in the very near future most to all of my liquid net worth will be going into my startup One year X month and YTD performance vs. the S&P500 to frame this"
@astridwilde1 Avatar @astridwilde1 on X 2025-04-02 00:17:37 UTC 11.2K followers, 3124 engagements

"new type of ideology where we relentlessly execute for the next XX years instead of yap and Actually Solve the Problem"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-22 00:31:38 UTC 11.2K followers, 3277 engagements

"@Sleepysolcap my biggest error of omission of all time 😭 i should have been long since $XXX. big oofh"
@astridwilde1 Avatar @astridwilde1 on X 2025-07-17 21:53:18 UTC 11.2K followers, XXX engagements