# ![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::101134748.png) @ALEXEIMARTOV Martin Bradstreet

Martin Bradstreet posts on X about open ai, $goog, $veon, money the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::101134748/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::101134748/c:line/m:interactions.svg)

- [--] Week [------] -27%
- [--] Month [------] +29%
- [--] Months [-------] +269%
- [--] Year [-------] +3,043%

### Mentions: [--] [#](/creator/twitter::101134748/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::101134748/c:line/m:posts_active.svg)

- [--] Month [--] -64%
- [--] Months [---] -6.80%
- [--] Year [---] +1,177%

### Followers: [-----] [#](/creator/twitter::101134748/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::101134748/c:line/m:followers.svg)

- [--] Week [-----] +0.56%
- [--] Month [-----] +1.50%
- [--] Months [-----] +98%
- [--] Year [-----] +133%

### CreatorRank: [---------] [#](/creator/twitter::101134748/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::101134748/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[open ai](/topic/open-ai), [$goog](/topic/$goog) #276, [$veon](/topic/$veon), [money](/topic/money), [$9434t](/topic/$9434t), [$googl](/topic/$googl), [ai](/topic/ai), [$4755t](/topic/$4755t) #152, [$arm](/topic/$arm), [$stz](/topic/$stz)

**Top accounts mentioned or mentioned by**
[@investornick](/creator/undefined) [@blondesnmoney](/creator/undefined) [@kairospraxis](/creator/undefined) [@nocapcap](/creator/undefined) [@atelicinvest](/creator/undefined) [@kevinespiritu](/creator/undefined) [@logicalthesis](/creator/undefined) [@altaycapital](/creator/undefined) [@finphysnerd](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@taobanker](/creator/undefined) [@ecommerceshares](/creator/undefined) [@jbulltard1](/creator/undefined) [@orrdavid](/creator/undefined) [@metacriticcap](/creator/undefined) [@contrariancurse](/creator/undefined) [@strassa2](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@pvncher](/creator/undefined) [@buccocapital](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [Arm Holdings plc (ARM)](/topic/$arm) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/tesla) [NovoCure Limited Ordinary Shares (NVCR)](/topic/$nvcr) [GitLab Inc. (GTLB)](/topic/$gtlb) [Kyivstar Group Ltd. Common Shares (KYIV)](/topic/$kyiv) [Dave Inc. (DAVE)](/topic/$dave) [Microsoft Corp. (MSFT)](/topic/microsoft) [Innovative Solutions & Support (ISSC)](/topic/$issc) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Intel Corporation (INTC)](/topic/$intc) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Genius Sports Limited (GENI)](/topic/$geni) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Robot Consulting Co., Ltd. (LAWR)](/topic/robot) [Shopify Inc (SHOP)](/topic/$shop) [Tempus AI, Inc. (TEM)](/topic/$tem) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Sweetgreen Inc. (SG)](/topic/$sg) [MercadoLibre Inc (MELI)](/topic/$meli) [USDC (USDC)](/topic/usdc) [Goldman Sachs (GS)](/topic/goldman-sachs) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Cintas Corporation (CTAS)](/topic/$ctas) [Candel Therapeutics, Inc. (CADL)](/topic/$cadl) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Shake Shack Inc. (SHAK)](/topic/$shak)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The New York Times has an AR section (you place objects in your apartment like you might expect in an AR specific app). Pretty cool"  
[X Link](https://x.com/ALEXEIMARTOV/status/1074515737992151040)  2018-12-17T04:04Z [----] followers, [--] engagements


"Think this takes the cake for most fucked up thing Ive seen this pandemic"  
[X Link](https://x.com/ALEXEIMARTOV/status/1269114418664701953)  2020-06-06T03:50Z [----] followers, [--] engagements


"@DanSmithHolla @Angry_Polak How do u play AK Dan"  
[X Link](https://x.com/ALEXEIMARTOV/status/1390368366163111939)  2021-05-06T18:10Z [----] followers, [--] engagements


"@DanSmithHolla @Angry_Polak I think more than 20-30 on IB should prob be max. I personally usually sit around 8%-12 leverage at 1.75% rate and usually invested in 12-14 PE stocks wi th lots of assets"  
[X Link](https://x.com/ALEXEIMARTOV/status/1390368678596780034)  2021-05-06T18:11Z [----] followers, [--] engagements


"@abarber1 @MikeMcDonald89 Brain cancer. The one I wonder about these days is: If Chipotle put a [--] [--] 20% tip thing at the register am I meant to use it or is that a fish move cos Chipotle is a chain and theres no server I tip when I buy a coffee but feel like a lot of places are in between these two"  
[X Link](https://x.com/ALEXEIMARTOV/status/1638463940861784065)  2023-03-22T08:53Z [----] followers, [----] engagements


"@AntonHand if u can't sleep and start playing slay the spire on your phone when your wife gets up at [--] am to use the bathroom she may stop viewing you as a serious individual"  
[X Link](https://x.com/ALEXEIMARTOV/status/1699917518947901946)  2023-09-07T22:48Z [----] followers, [---] engagements


"@tobyns Going to be a weird future if stuff gets sufficiently advanced that brand/performance advertising merge and you end up getting a custom video ad from GM in your Netflix stream"  
[X Link](https://x.com/ALEXEIMARTOV/status/1717333325676007668)  2023-10-26T00:12Z [----] followers, [--] engagements


"Baby Mina Bradstreet has joined the gang 🥳"  
[X Link](https://x.com/ALEXEIMARTOV/status/1730729615063416908)  2023-12-01T23:24Z [----] followers, [---] engagements


"@cixliV startups should get their employees to sign an MDA eg it is in their contract that they must talk about ur shit relentlessly to anyone who will listen"  
[X Link](https://x.com/ALEXEIMARTOV/status/1735103120244703265)  2023-12-14T01:03Z [----] followers, [--] engagements


"@AntonHand yay- returnal dead cells harry potter demo got me to buy it so guess i should count that mortal kombat [--] tho tapered off asgards wrath until you have to use a skill point. nay- god of war [--] persona [--] both just felt kinda slow for some reason"  
[X Link](https://x.com/ALEXEIMARTOV/status/1738732194632458350)  2023-12-24T01:23Z [----] followers, [---] engagements


"@finphysnerd exposing yourself to a large amount of situations that you only sort of understand sounds like a weak investing strategy. most good investments involve understanding a situation better than all but the biggest insiders/stakeholders who cannot buy more of it when there is turmoil"  
[X Link](https://x.com/ALEXEIMARTOV/status/1743395732080800103)  2024-01-05T22:15Z [----] followers, [---] engagements


"@hrafntho eh i agree completely there's this epic 'you're about to go on an adventure' marketing like i'ts worth it to put your face gear on you're about to go on an adventure.' and then cut to a shot of the keynote app icon lol wtf apple"  
[X Link](https://x.com/ALEXEIMARTOV/status/1744828497070276929)  2024-01-09T21:08Z [----] followers, [--] engagements


"@finphysnerd @Robert46989257 50% RTX 50% BABA perfectly hedged"  
[X Link](https://x.com/ALEXEIMARTOV/status/1748132566799167696)  2024-01-18T23:57Z [----] followers, [--] engagements


"@NoahRayburnXR buy a PS2 and a CRT and play 7"  
[X Link](https://x.com/ALEXEIMARTOV/status/1748517187349016778)  2024-01-20T01:25Z [----] followers, [--] engagements


"@arian_ghashghai social vr is the best consumer user case just putting [--] people in any remotely fun space is great. ai will be the best business use case but until AI is good i think VR/AR is just too difficult to use to do anything practical. but once chatgpt can see what u can see in VR gg"  
[X Link](https://x.com/ALEXEIMARTOV/status/1757250209351143630)  2024-02-13T03:47Z [----] followers, [---] engagements


"@JonAguiar @Uber Buy a ravaged hertz Tesla Model [--] and then drive Uber black w it is prob pretty solid ROI"  
[X Link](https://x.com/ALEXEIMARTOV/status/1759416892165607538)  2024-02-19T03:17Z [----] followers, [--] engagements


"@petespetes @strassa2 @jmart_199 @CoinbaseDuck i agree w/ strasser any yield on USDC is just risk/leverage its pretty clear that the way it all plays out is Circle gets the t-bill rate on all USDC issued. then they pay opex and some yield as a marketing expense to platforms like coinbase who can leverage if they want"  
[X Link](https://x.com/ALEXEIMARTOV/status/1763706447140167905)  2024-03-01T23:22Z [----] followers, [--] engagements


"@petespetes @strassa2 @jmart_199 @CoinbaseDuck presumably in an efficient scaled world if there were trillions of usdc the end result would look a bit like etfs where the MER of the stable coin would near [--] as opex and marketing expenses mattered less and less relative to the market size"  
[X Link](https://x.com/ALEXEIMARTOV/status/1763706979321802979)  2024-03-01T23:24Z [----] followers, [--] engagements


"@strassa2 @jmart_199 @CoinbaseDuck maybe its just whenever someone buys USDC on coinbase that flows through to a circle USDC purchase allocated to coinbase and the t-bill yield on all allocated coinbase usdc is split 50/50 or similar. that would be quite good for coinbase if they were the one generating volume"  
[X Link](https://x.com/ALEXEIMARTOV/status/1763712106300674082)  2024-03-01T23:45Z [----] followers, [--] engagements


"@KevinEspiritu let me tell u about jeo boden coin if this is how you view success"  
[X Link](https://x.com/ALEXEIMARTOV/status/1770965019498606788)  2024-03-22T00:05Z [----] followers, [--] engagements


"@finphysnerd so you have this internal compounding function that eventually removes the cyclicality. and if interest rates go up and there's inflation and no one builds then your rents will rise so there's a bit of a natural hedge in their strategy"  
[X Link](https://x.com/ALEXEIMARTOV/status/1776052901582172278)  2024-04-05T01:03Z [----] followers, [---] engagements


"@finphysnerd again though if you only count the rentals (daycares elderly facilities and some apartment buildings) the company is cheaper on every metric than Nippon Building fund (8951) which is the biggest japanese REIT"  
[X Link](https://x.com/ALEXEIMARTOV/status/1776054681825104303)  2024-04-05T01:10Z [----] followers, [---] engagements


"@finphysnerd why do you want them to return ur gold when ROIC is 15.3% and ROE is 20.5% isn't it better to just let them do their thing (buy 8% yielding real estate w/ 50% debt at 2% interest rates). tangible book per share has 5xed since [----] they are good at making lots of money"  
[X Link](https://x.com/ALEXEIMARTOV/status/1776840638304317894)  2024-04-07T05:13Z [----] followers, [--] engagements


"@AltayCapital @ValuedRug1 You should keep it in the denomination of the stocks that you borrowed to buy imo. That way your equity to debt ratio doesnt change based on volatility if u dont do that risk is way higher imo"  
[X Link](https://x.com/ALEXEIMARTOV/status/1778131057788985613)  2024-04-10T18:40Z [----] followers, [--] engagements


"@rayne_vr @cixliv Its not a comparison theyre different apps"  
[X Link](https://x.com/ALEXEIMARTOV/status/1782891897012310500)  2024-04-23T21:58Z [----] followers, [--] engagements


"@HexSay21 @Nehapolitan fair enough its certainly not my experience talking to other indie game developers over the years but your experience may differ"  
[X Link](https://x.com/ALEXEIMARTOV/status/1785108900641190395)  2024-04-30T00:48Z [----] followers, [---] engagements


"@KevinEspiritu @iamjasonlevin @MKBHD Its going to be glasses or nothing. Even BCI still needs visual context to be comparatively useful"  
[X Link](https://x.com/ALEXEIMARTOV/status/1785186684084367574)  2024-04-30T05:57Z [----] followers, [---] engagements


"@AlexRoseGames @HexSay21 Not discounting your xp but were you paid as part of the 55k ps4 budget I dont know anyone that could make a credible PS4 game in under [--] months if you assume a bare min skills programmer thats 120k+. As mentioned initially 50k can work if u are ninja and dont pay urself"  
[X Link](https://x.com/ALEXEIMARTOV/status/1785392198894383387)  2024-04-30T19:34Z [----] followers, [--] engagements


"@AlexRoseGames @HexSay21 Right so you are obviously worth way more than 10k a year on a team which is kinda my point (you can make a video game for 60k if u dont pay yourself - but you still need to pay outsourcers actual money as they dont work for sweat equity). I dont think we really disagree here"  
[X Link](https://x.com/ALEXEIMARTOV/status/1785393787310895422)  2024-04-30T19:40Z [----] followers, [--] engagements


"@PosteriorMalone @Molson_Hart I go to and flick around a bit then pick something new thats on Amazon if Id like a change. Maybe one day Ill buy it from them its a solid e-commerce site focused on one niche but Amazon very tough to beat on convenience heh http://oliveoillovers.com http://oliveoillovers.com"  
[X Link](https://x.com/ALEXEIMARTOV/status/1787675584656740360)  2024-05-07T02:47Z [----] followers, [--] engagements


"@JoeTall Yeah he would come back from a massive show he had just played in Turkey or something and all hed be interested in talking about was the 20/40 razz hand he had just played with the boys"  
[X Link](https://x.com/ALEXEIMARTOV/status/1788391470405398919)  2024-05-09T02:12Z [----] followers, [--] engagements


"@LadyNoMuck1 @BartHanson The cheapest fund in fidelity is FXAIX to buy SNP500 like OP I get tilted by this stuff and this is the best i could find for my wife. MER (rake) is 0.015% which is basically as good as it gets - vanguards VTI fund is .03% MER"  
[X Link](https://x.com/ALEXEIMARTOV/status/1789870259572195460)  2024-05-13T04:08Z [----] followers, [--] engagements


"@Rengle820 I went super hard at OC5 trying to convince multiple executives to figure out Facebook Store attribution literally just let me see when an ad converts to a sale and. got nowhere they were very cautious about it. Is there any way to tell if an ad converts now"  
[X Link](https://x.com/ALEXEIMARTOV/status/1789904714630414796)  2024-05-13T06:25Z [----] followers, [--] engagements


"The value investors club did not approve🤷♂ $SILK https://docs.google.com/document/d/1s4CpUQrXBg7nNByQPRfxGCa9D-lqgp9D3xAHKaU4XyA/edit https://docs.google.com/document/d/1s4CpUQrXBg7nNByQPRfxGCa9D-lqgp9D3xAHKaU4XyA/edit"  
[X Link](https://x.com/ALEXEIMARTOV/status/1803095084176646357)  2024-06-18T15:59Z [----] followers, [----] engagements


"crafting makes most games worse imo but especially in an immersive story game like The Last of Us or God of War. LOU2 made it a bit more like scarce resources i would say it was net neutral. also too old for skill trees in most games like Horizon Zero Dawn kinda just dont care. and i get very addicted to build games like Slay The Spire / Dead Cells / Diablo. just when its forced into a big budget PS5 game I am like why am i spending all my time in menus this sucks"  
[X Link](https://x.com/ALEXEIMARTOV/status/1811089252643656154)  2024-07-10T17:25Z [----] followers, [---] engagements


"not so much that its a risk as just if you didn't grow pretty fast in [----] and [----] you were going backwards so you can't quite count the growth the same as say nvidia. they do seem to have weathered the inflation pretty well tho even in USD there is decent growth despite just paying out all the earnings (i get cagr 7.65% in USD from 2016-2023). does seem to have some merit"  
[X Link](https://x.com/ALEXEIMARTOV/status/1811790650528137711)  2024-07-12T15:52Z [----] followers, [--] engagements


"@benz145 Dynamic mic with tight pattern eg cardiod will make much bigger dif. SM7 or Even sm58 or sennheiser [---] will all have less room sound than a condenser mic"  
[X Link](https://x.com/ALEXEIMARTOV/status/1819788169694617863)  2024-08-03T17:31Z [----] followers, [---] engagements


"Pot AA** maybe AKsK fold KQsK5 AKsT7 cold call ridiculous hands most the time (4567ds 89sTJ AQJ9 ds) very rarely [--] bet those ds hands rather than call. In SB same except u shouldnt call the good hands just RR rarely or fold them. Obviously depends a tonne on HJ tho some people open 45% there and some open like 15%"  
[X Link](https://x.com/ALEXEIMARTOV/status/1820107837386940467)  2024-08-04T14:41Z [----] followers, [---] engagements


"pretty sure 5% exAA/AKK includes those hands. realistically i think u play them all day people do make a bad fold once in a while there are legitimately tricky spots occassionally. point stands tho at [---] u just end up all in majority of the time so why enter pot [--] way if all in preflop equity is less than like 32%. as i mentioned also people differ very significantly in HJ/CO ranges here like u can have [--] players that open 14% UTG and one opens 18% on CO and the other opens 35%"  
[X Link](https://x.com/ALEXEIMARTOV/status/1820226627227603294)  2024-08-04T22:33Z [----] followers, [---] engagements


"@Molson_Hart i agree with this good example is the most advanced grocery robots / distribution centers the idea that you could have a tesla robot picking more efficiently is lol. imo the main use case if you had perfect robots is home building but they'd have to be pretty fcking good"  
[X Link](https://x.com/ALEXEIMARTOV/status/1830396047698587679)  2024-09-02T00:03Z [----] followers, [--] engagements


"@SebKrog cs lumber [----] - 40m mcp has real estate port w/ gross rent 6m worth 60m. RE not main business u get it for free. - PE [--] ROCE 14.1%. strategy is non ideal for investor they pour all cyclical cash flow into 50% leveraged RE. bear case is they do not increase dividend"  
[X Link](https://x.com/ALEXEIMARTOV/status/1837228369492201854)  2024-09-20T20:32Z [----] followers, [---] engagements


"@Kross_Roads will def pay up if they're allowed or dont lose bidding war to MSFT if it goes up for sale. CREATE integration is obvious but with Meta's AI infra they can also get GROW to compete with AXON on ROAS where U is getting killed. pg [--] has Mark's rationale. https://www.scribd.com/document/399594551/2015-06-22-MARK-S-VISION#from_embed https://www.scribd.com/document/399594551/2015-06-22-MARK-S-VISION#from_embed"  
[X Link](https://x.com/ALEXEIMARTOV/status/1856142392472285312)  2024-11-12T01:10Z [----] followers, [---] engagements


"@Kross_Roads $U also wants to get devs to start paying for some services on demand (specifically imagine using AI to assemble things in the editor) $META could directly integrate Llama which would be very strategic long term"  
[X Link](https://x.com/ALEXEIMARTOV/status/1856143293828215139)  2024-11-12T01:13Z [----] followers, [---] engagements


"@blondesnmoney obv he will do whatever makes the bags go up but looks like he is even more bullish than last q to me"  
[X Link](https://x.com/ALEXEIMARTOV/status/1857260789901693363)  2024-11-15T03:14Z [----] followers, [----] engagements


"@KevinEspiritu where i grew up is pretty solid in aud not so bad for 7-10 acres [--] min from the beach. [--]. [--]. https://www.realestate.com.au/property-acreage+semi-rural-wa-margaret+river-146125288 https://www.realestate.com.au/property-acreage+semi-rural-wa-margaret+river-145895512 https://www.realestate.com.au/property-acreage+semi-rural-wa-margaret+river-146125288 https://www.realestate.com.au/property-acreage+semi-rural-wa-margaret+river-145895512"  
[X Link](https://x.com/ALEXEIMARTOV/status/1858237388876898678)  2024-11-17T19:54Z [----] followers, [---] engagements


"@AltayCapital @blondesnmoney Oh you meant. SEARCH. There was an accident on the [---] at 2:14 pm. Would you like to hear about more automotive fatalities"  
[X Link](https://x.com/ALEXEIMARTOV/status/1869999342582640992)  2024-12-20T06:52Z [----] followers, [---] engagements


"@blondesnmoney this looks like actual finance and for these reasons i am out"  
[X Link](https://x.com/ALEXEIMARTOV/status/1873800418209521765)  2024-12-30T18:36Z [----] followers, [----] engagements


"@blondesnmoney Feel like people do the inverse to give the illusion of outperformance too tho (pick their best account include money weighted returns if they crush with their small account balance and two positions but exclude that if they dont etc)"  
[X Link](https://x.com/ALEXEIMARTOV/status/1874645888003604774)  2025-01-02T02:36Z [----] followers, [--] engagements


"@10_ch_10 is it really +EV to pay tax on this to buy Capcom 4000+ price target seems pretty reasonable. SEGA seems more undervalued relatively and you are so overweight Capcom but maybe i am underestimating how big Monster Hunter will be"  
[X Link](https://x.com/ALEXEIMARTOV/status/1876069668093653271)  2025-01-06T00:53Z [----] followers, [---] engagements


"I got pretty into the Pokmon cards at one point in high school used to play tournaments on IRC / Apprentice. Actually built a website with peoples decks from the tournaments etc. I checked the traffic one day (had no idea what I was doing tho the site looked nice cos dreamweaver/photoshop skillz) and it was WAY higher than I thought maybe there was something there but I was [--] so nfi"  
[X Link](https://x.com/ALEXEIMARTOV/status/1877574313567727762)  2025-01-10T04:32Z [----] followers, [--] engagements


"@blondesnmoney"  
[X Link](https://x.com/ALEXEIMARTOV/status/1877739032932982933)  2025-01-10T15:27Z [----] followers, [--] engagements


""then get this. we released a VR headset. but. without games" "what a VR headset without games what are people supposed to do with it are there third party controllers" "we're not allowing them" "oh so its a dev kit so people can build pass through AR apps" "we don't even allow access to the camera they pay us $4000 for a paperweight Do you remember the MacPro wheels" "$400 for some wheels" "its even better""  
[X Link](https://x.com/ALEXEIMARTOV/status/1880008679698887084)  2025-01-16T21:46Z [----] followers, [---] engagements


"@FriendlyCapMgmt @SowingAlphaSeed in theory increase in fee rate should normalize the additional costs from 3x levered etfs otherwise you could just short TQQQ and 3x leverage long QQQ and print the expense ratio with no risk"  
[X Link](https://x.com/ALEXEIMARTOV/status/1880300962503618793)  2025-01-17T17:07Z [----] followers, [--] engagements


"Genuine q America does have a deficit in gross revenue with most countries but sells a lot of high margin knowledge work to other countries (tech defense life sciences etc). Then mostly imports cars and textiles and building materials and oil which are all low margin commodityish businesses. Isnt this great Like all the exports are highly profitable and all the imported products are not"  
[X Link](https://x.com/ALEXEIMARTOV/status/1886435420847919479)  2025-02-03T15:23Z [----] followers, [--] engagements


"@ID_AA_Carmack the obvious lose here is just that social gaming apps like GTag and Yeeps are crushing it and Meta is basically saying 'no one wants VR cos our social gaming app horizon isn't getting sufficient traction'. Like bro just let other people own that one tiny slice of the ecosystem"  
[X Link](https://x.com/ALEXEIMARTOV/status/1887555775624810797)  2025-02-06T17:35Z [----] followers, [---] engagements


"@wouldjakewood yea you can actually play in 1st person VR though and the matches are much shorter. But in 3rd person windows mode definitely. In my head its kinda League of Legends meets Clash Royale but for the Meta Quest"  
[X Link](https://x.com/ALEXEIMARTOV/status/1889467901012484399)  2025-02-12T00:13Z [----] followers, [---] engagements


"@martypartymusic @stephen_jeung true liquidity is nowhere close to the market cap. ur overthinking it"  
[X Link](https://x.com/ALEXEIMARTOV/status/1897151810319851731)  2025-03-05T05:06Z [----] followers, [---] engagements


"small: DAVE ISSC. dave under [--] seems especially good (11x [----] aEBITDA 8x [----] aEBITDA w/ 22% growth and management consistently beats). post selloff ISSC is also about [--] PE w/ growth. in large cap would definitely rather own AMZN and GOOG over SPY. TEVA also seems good to me"  
[X Link](https://x.com/ALEXEIMARTOV/status/1898923294168166545)  2025-03-10T02:26Z [----] followers, [---] engagements


"@Ccs1989Scott @webdevMason @GordonShephard2 Quest diagnostics probably does the most shots of any company in America the people giving the shots are just trained phlebotomists they dont make [--] figures and quality is good"  
[X Link](https://x.com/ALEXEIMARTOV/status/1898954031915024734)  2025-03-10T04:28Z [----] followers, [---] engagements


"i'm certainly pro self driving even though I think this is obviously a less safe solution than what Waymo is doing. we will see if Tesla can get their car to the point you would be comfortable sitting in the back of one driving around LA. I definitely think the jury is still out on this and that it just might not be possible without the more advanced sensors"  
[X Link](https://x.com/ALEXEIMARTOV/status/1899958750720741567)  2025-03-12T23:00Z [----] followers, [--] engagements


"ISSC at [--] PE seems good. KSPI extremely cheap. If USD devalues also tailwind. JET2 is interesting here. DAVE was definitely good at [--] might bob around there. If you want to gamble PRME is trading for less than cash if u count BMS investment. Might just work. Is. LAZR. conceivably buyable Like maybe"  
[X Link](https://x.com/ALEXEIMARTOV/status/1900014053797532067)  2025-03-13T02:40Z [----] followers, [----] engagements


"Hi Brett I was just watching a video on the Neo robot in the home. It seems like the game plan is to get the robot into the home ASAP and then tele-operate it to get as much training data as possible. This seems like the way most want to go. I'm wondering why it doesn't make more sense to have the app store model. - if developers make the 'dog walking' capability there is no privacy issue with someone teleoperating the robot in your house. and many developers will compete over who can make the best dog walker ('after training it on poops from [---] different dog types its scooping abilities are"  
[X Link](https://x.com/ALEXEIMARTOV/status/1903557087059427511)  2025-03-22T21:19Z [----] followers, [---] engagements


"I might check it out I am pretty positive about Hyundais prospects long term this stuff is real shame. I am hoping they go from Ioniq5 ioniq5 for Waymo robo taxi ioniq5 w Waymo as a service u can buy ioniq9 w Waymo Boston Dynamics (they own it) robots w Google AI. We shall see"  
[X Link](https://x.com/ALEXEIMARTOV/status/1908652618173604066)  2025-04-05T22:46Z [----] followers, [---] engagements


"@TheSmarmyBum @Basti Dominos tapping out and using uber eats now tho so hmm"  
[X Link](https://x.com/ALEXEIMARTOV/status/1911640647255433343)  2025-04-14T04:40Z [----] followers, [---] engagements


"@markpinc @elonmusk I think the left has moved on to the part where even engaging at all mentally with Kanyes antics feels like too much attention. Or at least thats my view"  
[X Link](https://x.com/ALEXEIMARTOV/status/1920871223396835519)  2025-05-09T15:59Z [----] followers, [---] engagements


"@AlmostMedia @arty_burton @signulll @natfriedman Sweet green does the compostable containers and their food tested higher than everyones its just over u will die with your body being 35% plastic"  
[X Link](https://x.com/ALEXEIMARTOV/status/1922089196350505099)  2025-05-13T00:39Z [----] followers, [---] engagements


"@Jumbosaur And flash is the fast one. Dunno how openAI hasnt improved this yet lol"  
[X Link](https://x.com/ALEXEIMARTOV/status/1922890283705848292)  2025-05-15T05:42Z [----] followers, [--] engagements


"@AltayCapital Perhaps I must revisit it. Wheres all the money end up"  
[X Link](https://x.com/ALEXEIMARTOV/status/1923178821081063600)  2025-05-16T00:48Z [----] followers, [--] engagements


"@NimaZeighami @hthieblot Im still stuck on the sweetgreen card doh"  
[X Link](https://x.com/ALEXEIMARTOV/status/1923268470713602264)  2025-05-16T06:45Z [----] followers, [--] engagements


"@LogicalThesis lol u will live w [--] buyout"  
[X Link](https://x.com/ALEXEIMARTOV/status/1923468237620101402)  2025-05-16T19:58Z [----] followers, [--] engagements


"Jan mikkelsen is ex NVO (10 years) before making ASND. Transcon tech is good for slow release drugs which is why it works well for their growth hormone shit. ASND has partnership to use transcon tech on NVO GLP1 drugs (so slow release glp1 = less injections). But if Eli Lily is taking share from NVO (why NVO is down lately) u are just raking a smaller pile of money. The non rare disease part of asnd business is tied to NVOs fate. My view historically on ASND is u have this core rare disease business that is expensive but pretty solid and growing and no real competition but its not big enough"  
[X Link](https://x.com/ALEXEIMARTOV/status/1923809305742205305)  2025-05-17T18:34Z [----] followers, [--] engagements


"@jbulltard1 How are they going to scale though"  
[X Link](https://x.com/ALEXEIMARTOV/status/1924572979935207883)  2025-05-19T21:08Z [----] followers, [---] engagements


"@jbulltard1 It is just the Tesla refrain. Seems like they have already scaled in some markets to me"  
[X Link](https://x.com/ALEXEIMARTOV/status/1924574360251335058)  2025-05-19T21:14Z [----] followers, [---] engagements


"@jbulltard1 I modelled this at some point tho and u do actually need normal cars with self driving that people want to rent out or uber drivers. The one thing you dont actually need strangely is dedicated cybercabs the big issue is how many more cars you need for on peak vs off peak"  
[X Link](https://x.com/ALEXEIMARTOV/status/1924574791207682478)  2025-05-19T21:16Z [----] followers, [---] engagements


"@jbulltard1 Isnt the likely explanation here this just Masa or someone he pays with the goal of maintaining the ARM price which prob contributes to how cheaply SoftBank can get debt Or something like this"  
[X Link](https://x.com/ALEXEIMARTOV/status/1928182243379343867)  2025-05-29T20:10Z [----] followers, [---] engagements


"@LogicalThesis eh amazon google baidu valuations are getting stretched most places at this point imo"  
[X Link](https://x.com/ALEXEIMARTOV/status/1928205783789097127)  2025-05-29T21:44Z [----] followers, [--] engagements


"i bought some shopify over covid at 80x price/sales and put it in my RRSP (canadian 401k account). super well run company and extremely well positioned over covid as increasing amounts of spend were moving away from stores. just figured whatever it'll be there for life. it'll eventually work out but the position is still down like 30%. my actual portfolio returns over the last [--] years are 40% average a year. the price you pay matters"  
[X Link](https://x.com/ALEXEIMARTOV/status/1928886843204051307)  2025-05-31T18:50Z [----] followers, [--] engagements


"@Aureliusltd28 Can we funding short the bank of Morgan or is it too spicy"  
[X Link](https://x.com/ALEXEIMARTOV/status/1928918201389428856)  2025-05-31T20:55Z [----] followers, [---] engagements


"@willschoebs What are the best large JP SaaS u are talking about"  
[X Link](https://x.com/ALEXEIMARTOV/status/1928940336182870111)  2025-05-31T22:23Z [----] followers, [--] engagements


"@FriendlyCapMgmt i mean how are u going to take out all these drones"  
[X Link](https://x.com/ALEXEIMARTOV/status/1929619943009800386)  2025-06-02T19:23Z [----] followers, [--] engagements


"@atelicinvest for my app i switched to doing infrastructure as code (on AWS this is cloudformation though you can use terraform) with dev and prod stages. it took about a week or so of non-full time hours (still a lot of hours) and kind of sucked but it is the way forward"  
[X Link](https://x.com/ALEXEIMARTOV/status/1929660742896439698)  2025-06-02T22:05Z [----] followers, [---] engagements


"i reckon openai and also google have both realized scoping the amount of work a task is is a very good way to handle having too much demand. i think google seems ok with the amount of demand but i definitely feel like O3 just has too much and can't handle it atm and being able to quickly figure out how much work a task is helps"  
[X Link](https://x.com/ALEXEIMARTOV/status/1929668205745983561)  2025-06-02T22:35Z [----] followers, [---] engagements


"I made a post on the other site about my favourite Japanese smallcap company CS Lumber Co $7808. What's that got to do with Arnold Schwarzenegger I'm glad you asked"  
[X Link](https://x.com/ALEXEIMARTOV/status/1929992468499705903)  2025-06-03T20:03Z [----] followers, [---] engagements


"@taobanker just buy $DNUT and get it over with"  
[X Link](https://x.com/ALEXEIMARTOV/status/1930141691031568701)  2025-06-04T05:56Z [----] followers, [---] engagements


"@rvc330 The super intelligence thinks $DNUT is the buy of a century just sayin"  
[X Link](https://x.com/ALEXEIMARTOV/status/1930815110366544213)  2025-06-06T02:32Z [----] followers, [--] engagements


"When perplexity was released it immediately replaced all google searches for me but was the ai overviews on google were decent they started to take away the easiest searches. That gave them enough time to make their offering as good or better. Now I cant imagine using perplexity the slot it filled was better Google (vs O3s super intelligent assistant). But now Google is just better Google"  
[X Link](https://x.com/ALEXEIMARTOV/status/1931393775743705429)  2025-06-07T16:52Z [----] followers, [--] engagements


"yea like some of this build it out from scratch stuff is basically just a way better "create-react-app --template typescript". the issues come when you have a bunch of stuff working and there's a stable configuration of stuff that has fidly dependencies that are not easily solved but are working consistently maybe some stuff is declarative other stuff imperative no easy solution to solve a circular dependency etc. you set code on it and it can just completely destroy your code base. or you can now start saving a bunch of instructions for the agents to handle things but they're complicated"  
[X Link](https://x.com/ALEXEIMARTOV/status/1931508026076463359)  2025-06-08T00:26Z [----] followers, [---] engagements


"Yesterday I wrote "I think this is a pretty strong signifier of $GOOG's infrastructure advantage. Clearly OAI just wants to take my money as fast as possible yet it cannot without breaking something". It seems that my intuition here was pretty good as just as i started to feel the limits of O3s capacity a deal for more compute with Google Cloud was announced (literally the next day in this case). At the same time OAI announced an 80% price cut to the O3 model. What's going on Well OAI is preparing for O3 pro and eventually O4 so it makes sense to have the current O3 pricing apply for the next"  
[X Link](https://x.com/ALEXEIMARTOV/status/1932473842917843215)  2025-06-10T16:24Z [----] followers, [--] engagements


"@rev_cap @SixSigmaCapital Its getting kinda similar in some ways Shopify at 80x sales w amazing e-commerce marketing positioning looks a lot like Palantir at 100x sales in an increasingly fragmented multipolar world"  
[X Link](https://x.com/ALEXEIMARTOV/status/1932478304919183500)  2025-06-10T16:41Z [----] followers, [--] engagements


"@jayrosenkrantz @grok lol just saw that FTX liquidators sold their cursor stock in liquidation for 200k https://forgeglobal.com/anysphere_stock/ https://forgeglobal.com/anysphere_stock/"  
[X Link](https://x.com/ALEXEIMARTOV/status/1932498934888566940)  2025-06-10T18:03Z [----] followers, [--] engagements


"I made a post on the other site about one of my larger positions - Long $9984 Short $ARM. Excited about #OpenAI Here's one way to get some exposure (not financial advice)"  
[X Link](https://x.com/anyuser/status/1932889038371082622)  2025-06-11T19:53Z [----] followers, 10.9K engagements


"might like this @no_cap_cap @c0n5tantinople"  
[X Link](https://x.com/ALEXEIMARTOV/status/1932889110429188259)  2025-06-11T19:54Z [----] followers, [---] engagements


"@no_cap_cap @c0n5tantinople i couldn't get there in time"  
[X Link](https://x.com/ALEXEIMARTOV/status/1932890863425957916)  2025-06-11T20:01Z [----] followers, [--] engagements


"@orrdavid @AggieCapitalist and yeah i don't think if someone goes from India or Brazil to the University of Waterloo they are able to handle payments in every currency would be super annoying overhead for the university to deal with"  
[X Link](https://x.com/ALEXEIMARTOV/status/1933001790569787465)  2025-06-12T03:21Z [----] followers, [---] engagements


"@NateValuetw 8x is not cheap enough for a shoe seller in Kazakhstan"  
[X Link](https://x.com/ALEXEIMARTOV/status/1933200048046874752)  2025-06-12T16:29Z [----] followers, [--] engagements


"Yeah just keep in mind you are actually taking on more risk not less if you are only long SoftBank w ARM at [---]. Its prob still fine though ARM is overvalued but with the massive discount to NAV its not too bad. If I wasnt going to short ARM I might wait for ARM to get closer to [---] though theres a lot volatility. provided SoftBank drops a bit too the spot is much better as the concentration of equity is ARM decreases. Not financial advice of course :)"  
[X Link](https://x.com/ALEXEIMARTOV/status/1933995137216159816)  2025-06-14T21:09Z [----] followers, [--] engagements


"@no_cap_cap @c0n5tantinople ive heard both the names thrown around a bit on fintwit but i haven't looked seriously at them yet. i tend to be pretty value oriented in japan softbank being a major exception (that said most of softbanks holdings are US or UK companies)"  
[X Link](https://x.com/ALEXEIMARTOV/status/1934010680891646054)  2025-06-14T22:10Z [----] followers, [--] engagements


"the big issue with these layers on top of AWS is just if u make too much money the CSP will just get really up in your business (for example i am currently setting up OpenSearch to index all docs uploaded to to make them easily searchable - this is amazons solution cos ElasticSearch got a lot of demand. i'm using opensearch cos i dont want to fight amazon over which tool i use). but the company is certainly cheap relative to other cybersecurity stuff. maybe i will try setting up WAF and think about it some more. i am pretty bullish overall on cybersecurity there are going to be wayyyyy more"  
[X Link](https://x.com/ALEXEIMARTOV/status/1934018026632069369)  2025-06-14T22:40Z [----] followers, [--] engagements


"@no_cap_cap @c0n5tantinople Good luck"  
[X Link](https://x.com/ALEXEIMARTOV/status/1934076148398673986)  2025-06-15T02:31Z [----] followers, [--] engagements


"What is price sales Who cares how much cash they have doesnt matter re the inflecting earnings story I assume it makes it worse. I am somewhat bearish TEAM they need to find a way to make confluence this super powerful company specific generative AI powered center of all documents thing with everything embedded for AI But not sure thats how things will shake out"  
[X Link](https://x.com/ALEXEIMARTOV/status/1934092802784374815)  2025-06-15T03:37Z [----] followers, [---] engagements


"does it make sense for google to buy gitlab I have a big google position think they're really making the most of the AI moment and advertising drop is overblown cloud growth looks like it will go on forever. my big concern atm is just that they are losing on having an interface for you to program in. like Cursor even and RepoPrompt WindSurf google is losing out on the overall programming surface (Canvas's kinda suck). and just being the api key provider is not so ideal. they kinda need to get more hooks into your workflow imo"  
[X Link](https://x.com/ALEXEIMARTOV/status/1934099487418655217)  2025-06-15T04:03Z [----] followers, [---] engagements


"Right the issue with these open source companies like Elastic or Confluent or DataBricks (though they are all good companies) is sure no one is displacing Kafka. But u can use Kafka (or Spark) without Confluent or Data Bricks. You can see that with Amazons open search which I am setting up atm for my finance app gtoport. Amazon just makes a more integrated version of elastics product since its open source its a tricky dance"  
[X Link](https://x.com/ALEXEIMARTOV/status/1934101140200898675)  2025-06-15T04:10Z [----] followers, [---] engagements


"@sv_techie @samsolid57 Sure I also think theres a pretty strong argument that most teams end up multicloud and u are better off with the service that has had to make that work from the start"  
[X Link](https://x.com/ALEXEIMARTOV/status/1934105965496005100)  2025-06-15T04:29Z [----] followers, [--] engagements


"i used to [--] table high stakes poker sometimes [--] table midstakes though honestly i think most people would be better off playing [--] max. before that i played a lot of starcraft (was the best player in my state for a while) so this kinda thing def does resonate with how my brain works. i think doing this programming is pretty dubious. the fundamental difference is that there is no architecture in poker. you have your game sure. but your game doesn't evolve much in one session and often its from studying away from the table. in general each hand is a discrete unconnected series of events that"  
[X Link](https://x.com/ALEXEIMARTOV/status/1934114178991824994)  2025-06-15T05:02Z [----] followers, [--] engagements


"@kregenrek @pvncher in starcraft u just have no choice u have to do a lot of shit or u get rolled lol"  
[X Link](https://x.com/ALEXEIMARTOV/status/1934114402313343205)  2025-06-15T05:03Z [----] followers, [--] engagements


"@SixSigmaCapital What do u pay in the UK on household income of 70k pounds"  
[X Link](https://x.com/ALEXEIMARTOV/status/1935108099473555598)  2025-06-17T22:51Z [----] followers, [---] engagements


"@Aureliusltd28 growth boys still saying its absurd that there's no rate cuts"  
[X Link](https://x.com/ALEXEIMARTOV/status/1935434778058310065)  2025-06-18T20:29Z [----] followers, [---] engagements


"@jmdagdelen strictly from a business perspective they should buy unity and integrate it in the engine then charge a % on the token cost for generative ai"  
[X Link](https://x.com/ALEXEIMARTOV/status/1935442497288945875)  2025-06-18T21:00Z [----] followers, [--] engagements


"@strassa2 we dont deserve rate cuts"  
[X Link](https://x.com/ALEXEIMARTOV/status/1935445093013667996)  2025-06-18T21:10Z [----] followers, [--] engagements


"@volatilitynoob i literally did same thing lol friend showed me his workflow and i was like "eh i'll just buy an M4". quite expensive but [--] regrets def make it up in productivity"  
[X Link](https://x.com/ALEXEIMARTOV/status/1935485945450742218)  2025-06-18T23:53Z [----] followers, [--] engagements


"want to give some examples from my perspective [----] was obv a bubble with some crazy names going from meme stocks like GME to stuff that had compelling narratives like PTON TDOC ZOOM etc. I even got sucked in a bit myself after buying SHOP at a good price but buying more at the absolute peak because of how well positioned it was in the market. But a lot looks the same now to me with stuff like the quantum stocks (basically a meme at this point imo) PLTR (similar to SHOP amazing business positioning but absurd price) etc. curious to hear what you actually view as the mistakes made in 2021"  
[X Link](https://x.com/ALEXEIMARTOV/status/1935560171092337092)  2025-06-19T04:48Z [----] followers, [---] engagements


"Is thematic investing really just front running boomers Retail spins up a narrative bids it up Boomers who invest are often pretty smart. They spot the theme a bit late though. YOLO in (dont care about valuation just narrative). Owning the stockies they like also provides psychic equity (its fun to own Tesla or Oklo especially when it goes up) Revenue creeps higher story mostly intact. Has to be a pretty big drop for boomers to sell usually more patient. But if the price goes down that usually then drives a bigger move down. Their main reason to sell IME is just that the stock is going down."  
[X Link](https://x.com/ALEXEIMARTOV/status/1935855868610068722)  2025-06-20T00:23Z [----] followers, [---] engagements


"@jrouldz @MartinShkreli they do you're paying 22% a year to short $QUBT atm"  
[X Link](https://x.com/ALEXEIMARTOV/status/1936184063104368950)  2025-06-20T22:07Z [----] followers, [---] engagements


"@hthieblot Please no I cant have him sell his openAI stake to buy Cluely shares its happening again"  
[X Link](https://x.com/ALEXEIMARTOV/status/1936430072933839180)  2025-06-21T14:24Z [----] followers, [---] engagements


"-14: years old. best starcraft player in Western Australia. -18: Notice that many of the top online poker players are coming from starcraft world Elky Tillerman etc. Drop out of a computer science degree to play internet poker. -25: made a mil playing high stakes poker up to 100/200 nl and plo but mostly 25/50 plo. in this documentary about it: 30s: founded video game company built to [--] people. Programmed mostly for [--] years failure after shipping [--] titles (VR only :/ ). Now: now mostly investing (last year return was +71%) and a portfolio tracking app that takes a historical timestamp of"  
[X Link](https://x.com/ALEXEIMARTOV/status/1936544336537374792)  2025-06-21T21:58Z [----] followers, [---] engagements


"@zoomyzoomm Name [--] companies you think will die from this narrative long term I do also think a lot more is going to move in house"  
[X Link](https://x.com/ALEXEIMARTOV/status/1936669498305876247)  2025-06-22T06:16Z [----] followers, [---] engagements


"intu - maybe but quickbooks is tricky to compete with because you need the accountants to standardize on the same software businesses do you can't expect them to figure out how to work with your custom solution just for [--] tax return each year. mdb - hard to replicate this you would need multiple distributed systems engineers even if you use super smart AI. just explaning what you want to build is hard imo you need high level of understanding. eh. docu - cloning the app is easy i dunno how i'd feel about getting a signature package sent from 'zoomer inc signatures' though. Like if literally"  
[X Link](https://x.com/ALEXEIMARTOV/status/1936679307415601460)  2025-06-22T06:55Z [----] followers, [--] engagements


"I'm much stronger with UE (like very powerful at this point) but i will say LLMs have definitely closed the gap a bit for Unity. This is always the case though Unity ships the new thing first and takes UE a little to catch up with what is usually a more well thought out solution. The workflow with something like @repoprompt (or @cursor_ai i guess) in Unity right now is way better than anything that exists in UE though you can really implement major gameplay features very fast. That said AAA will still go for UE because games going for super realistic visuals w/ mocap cut scenes etc just end"  
[X Link](https://x.com/ALEXEIMARTOV/status/1936902785989296426)  2025-06-22T21:43Z [----] followers, [---] engagements


"@AltayCapital @irbezek @WaterworldCapi1 @KairosPraxis @rhunterh also for the $U baggies its definitely worth 20b to META pretty sure they would pay that in a second if they were allowed to"  
[X Link](https://x.com/ALEXEIMARTOV/status/1936903134187827479)  2025-06-22T21:44Z [----] followers, [---] engagements


"yea i still own some (bought at [--] sold half around current price). the dream is Microsoft and Meta have to compete to buy it and since it is strategic they're willing to pay something like 10x revenue (both would be able to integrate their LLM natively into the engine which would be quite huge especially in a world of spatial computing). They could do the cursor thing where increasing amounts of usage of the engine enables them to make their tool better would have a significant effect on engine quality over time i imagine and be very strategically good"  
[X Link](https://x.com/ALEXEIMARTOV/status/1936904265399926913)  2025-06-22T21:48Z [----] followers, [---] engagements


"@BillBrewsterTBB @irbezek @AltayCapital @WaterworldCapi1 @KairosPraxis @rhunterh better (look at what ended up happening with $X.). but i think its still a major obstacle"  
[X Link](https://x.com/ALEXEIMARTOV/status/1936906761522614367)  2025-06-22T21:58Z [----] followers, [--] engagements


"@patagucc @buccocapital @anirudhnarayan Microsoft hasnt managed to make their browser a thing despite preinstalling it on every windows pc since the dawn of the computer"  
[X Link](https://x.com/ALEXEIMARTOV/status/1936926761255948667)  2025-06-22T23:18Z [----] followers, [----] engagements


"@bucketshopcap @macaronicapital Yeah Im short a lot of these momentum theme stocks as pair trades over a long time horizon but not oscar doesnt seem terrible low price sales also means if you get operating leverage can explode"  
[X Link](https://x.com/ALEXEIMARTOV/status/1936980758775968001)  2025-06-23T02:52Z [----] followers, [--] engagements


"2 weeks later $ARM -8% $9984 (Softbank) +17.2% ROI infinite. I made a post on the other site about one of my larger positions - Long $9984 Short $ARM. Excited about #OpenAI Here's one way to get some exposure (not financial advice). https://t.co/5xRKO8vVO4 I made a post on the other site about one of my larger positions - Long $9984 Short $ARM. Excited about #OpenAI Here's one way to get some exposure (not financial advice). https://t.co/5xRKO8vVO4"  
[X Link](https://x.com/ALEXEIMARTOV/status/1937366737298817170)  2025-06-24T04:26Z [----] followers, [---] engagements


"1. The float - 83% of $ARM shares are held by MasaCo. That makes it a lot easier to do stuff (see Crypto bs) [--]. The IPO - for ARMs IPO Masa got many investment banks involved - Barclays Goldman Sachs & Co. LLC J.P. Morgan and Mizuho. They all still HODL Goldman the most. Combined with the already low float there is even less real buying liquidity. [--]. MasaCo is pretty lets just say advanced when it comes to financial shenanigans tonnes of derivatives etc just analyzing their holdings they saw what $MSTR was doing and wanted in etc. [--]. The price movements are WIDE compared to semiconductor"  
[X Link](https://x.com/ALEXEIMARTOV/status/1937368524743483456)  2025-06-24T04:33Z [----] followers, [----] engagements


"I started this pos with ARM at [---] right after the OAI announcement of SoftBank as an investor and that was basically my whole thesis SoftBank must sell ARM to fund all this shit. But in the end it looks like mostly hes just been borrowing boatloads from bank of Mizuho for everything (6.5 billion for Ampere like its nothing lol). Its possible he has already put collars on the shares and we dont know about it though; thats what I mean about engineering Im not saying hes doing anything illegal but most would just sell stocks to do stuff with NVDAWeWork Masa collared the whole position till he"  
[X Link](https://x.com/ALEXEIMARTOV/status/1937372644913066160)  2025-06-24T04:50Z [----] followers, [---] engagements


"Had to buy a car so the port dipped a little but whats the point of investing if you can't flex your ride Here's yesterdays GTOPort- and yes if $GOOG increases in value i am going to be intolerable on here saying things like "No one ever believed in me" as I receive a .5% dividend yield. 6/24/25 Portfolio Update Longs (129.0%) $GOOG 9.1% $9984.T 8.1% $AMZN 7.6% $NVCR 7.5% $NXSN 6.7% $7808.T 6.3% $STZ 6.3% $DAVE 4.9% $BATS 4.3% $TEVA 4.1% $4374.T 3.7% $U 3.6% $GENI 3.0% $9468.T 2.9% $CADL 2.4% $KSPI 2.2% $VEON 2.1% $9312.T 1.9% Shorts (-35.1%) Cash 6.0%"  
[X Link](https://x.com/ALEXEIMARTOV/status/1937561676037128654)  2025-06-24T17:21Z [----] followers, [---] engagements


"@heySoumyo @RepoPrompt its growing super fast but i agree still underrated. what do you think is wrong with the UX i can go pretty hard w/ it"  
[X Link](https://x.com/ALEXEIMARTOV/status/1937564432927977530)  2025-06-24T17:32Z [----] followers, [--] engagements


"@ecommerceshares @plantmath1 new box thesis just hit (3 billion for windsurf.)"  
[X Link](https://x.com/ALEXEIMARTOV/status/1937739217033134448)  2025-06-25T05:06Z [----] followers, [--] engagements


"During the day we build out the core functionality of GTOPort and trade with the boyz but at night we build the GTOAgent. There is a ways to go but steady progress is made. Side note that is quite a large increase in profitability ($4374 / ROBOT PAYMENT)"  
[X Link](https://x.com/ALEXEIMARTOV/status/1937993314332258607)  2025-06-25T21:56Z [----] followers, [--] engagements


"Yeah. $CAG at [--] is objectively cheap but tastes change. They also just have to keep making acquisitions as tastes change and are essentially just brand holding companies. Meanwhile as you have growth in store owned brands from increasingly scaled players (Walmart Amazon Costco Kroger) you are just positioned so badly with what is essentially a CPG investment fund. Thats the major dif with nicotine imo you have to compete with Grocery as well as other brands"  
[X Link](https://x.com/ALEXEIMARTOV/status/1938013540704506140)  2025-06-25T23:16Z [----] followers, [---] engagements


"@AltayCapital @FishtownCap Like imagine Costco Amazon and Walmart all sold branded nicotine. Thats what youre up against"  
[X Link](https://x.com/ALEXEIMARTOV/status/1938013832284414402)  2025-06-25T23:17Z [----] followers, [--] engagements


"@BigBullCap @samsolid57 whats MNDY doing well. to me all these companies are basically commodities now"  
[X Link](https://x.com/ALEXEIMARTOV/status/1938103057524658688)  2025-06-26T05:12Z [----] followers, [--] engagements


"i'm using AI tools but at this point i'd say 'vibe coding' is just coding (i've been programming [--] years a lot of the stuff thats hard w/ my app is managing backend infrastructure handling mass data sets making choices about how to embed data etc). I only use @repoprompt w/ O3 or Gemini would strongly recommend to anyone that thinks human-in-the-loop is still 100% necessary. For me doing the vibe coding thing with Claude Code is not worth it 3/4 times it does an hour of work in [--] minutes and you think its the greatest thing ever but 1/4 times it just breaks everything and you can't just do"  
[X Link](https://x.com/ALEXEIMARTOV/status/1938721178333651184)  2025-06-27T22:08Z [----] followers, [---] engagements


"@KairosPraxis Oh no bad feelings man definitely appreciate it Just thought I could pontificate a little on how it feels like vibe coding is just becoming coding (everyones using AI tools now something like 30% of code submits at Google for example)"  
[X Link](https://x.com/ALEXEIMARTOV/status/1938740576142401563)  2025-06-27T23:25Z [----] followers, [--] engagements


"@dwarkesh_sp Nothing can be trusted regarding peoples AGI timelines now that the definition is so important to openAI and Microsoft. The information space is going to be full of bias and propaganda disseminating from both companies and their employees"  
[X Link](https://x.com/ALEXEIMARTOV/status/1938823029401751704)  2025-06-28T04:53Z [----] followers, [--] engagements


"@AJacksonHole @BradMunchen Whyd they try to raise as equity first then"  
[X Link](https://x.com/ALEXEIMARTOV/status/1939078644070277471)  2025-06-28T21:49Z [----] followers, [--] engagements


"@Molson_Hart I know its nutrition bait but you shouldnt only eat butter just buy this its obviously real olive oil if you have any palette at all"  
[X Link](https://x.com/ALEXEIMARTOV/status/1939139218850414631)  2025-06-29T01:49Z [----] followers, [---] engagements


"@KairosPraxis @MetacriticCap Hmm maybe I was confused by the poll But you are right that I dont really know what FAIR does so maybe bit out of date on my knowledge"  
[X Link](https://x.com/ALEXEIMARTOV/status/1940094164151963868)  2025-07-01T17:04Z [----] followers, [--] engagements


"Just checked out Citrindex - Great idea In fact what we're doing with is giving you a backend to make this sort of offering from any Substack. Once you setup your portfoio you can let your subs view your 1st party models your daily portfolio snapshots all of it. DM me if this is something we should prioritize at the moment we've already got all the pieces in place with private/public portfolios and models etc but I'm prioritizing work on the GTOAgent today (file search in all japanese filings by EOD). For example here's a model i made public to everyone for $NVCR a company i plan to write up"  
[X Link](https://x.com/ALEXEIMARTOV/status/1940147337630032009)  2025-07-01T20:35Z [----] followers, [---] engagements


"This is the kind of access you could offer to your subscribers - full historical daily snap shots VERIFIED positions with automatic data import from Interactive Brokers (great way to show your subs you aren't full of shit) access to your private data buckets and models. A huge value add that will gain you more paid subs imo. And remember - the long term goal of GTOPort is to offer the best investment analysis agent out there - with your private data letting your followers access your private agent is going to be huge"  
[X Link](https://x.com/ALEXEIMARTOV/status/1940150622390821279)  2025-07-01T20:48Z [----] followers, [---] engagements


"@blondesnmoney just protectionist in reality tho right like someone knows 15% tarrifs wouldn't leave the US with an auto market etc"  
[X Link](https://x.com/ALEXEIMARTOV/status/1940446727699632440)  2025-07-02T16:25Z [----] followers, [---] engagements


"@LogicalThesis time to hit the fish house https://mamasfishhouse.com/ https://mamasfishhouse.com/"  
[X Link](https://x.com/ALEXEIMARTOV/status/1940489598981099663)  2025-07-02T19:15Z [----] followers, [--] engagements


"@joecarlsonshow thats why gtoport is great - if you use interactive brokers it verifies that you own the positions. you can see a public snapshot of my portfolio here for example -"  
[X Link](https://x.com/ALEXEIMARTOV/status/1940513594661392404)  2025-07-02T20:51Z [----] followers, [--] engagements


"Yeah I rushed to buy a Toyota Sienna had to look/negotiate pretty hard at multiple dealers just to pay sticker price. I knew it was prob one time situation but the idea of paying an increased price from tariffs just would have tilted me too much. By the time I picked it up (had to wait [--] month for them to actually make the car) the guy at the dealership was complaining about how slow sales were. Def think we saw some pull forward"  
[X Link](https://x.com/ALEXEIMARTOV/status/1940797858510164366)  2025-07-03T15:40Z [----] followers, [--] engagements


"@TMTLongShort @CoorsLightCEO I agree but perplexity isn't saying they're going to feed it into the LLM necessarily they could just be making the research available and using it with file search for now"  
[X Link](https://x.com/ALEXEIMARTOV/status/1940829980428324979)  2025-07-03T17:48Z [----] followers, [---] engagements


"@rugby4912 @Tesla Is tomorrow just ZEV What about [----] credit"  
[X Link](https://x.com/ALEXEIMARTOV/status/1940940357786914904)  2025-07-04T01:06Z [----] followers, [---] engagements


"@0ni_x4 @cursor_ai Use @repoprompt I use O3 pro all day and never pay anything close to $71 for a day"  
[X Link](https://x.com/ALEXEIMARTOV/status/1940978091805102378)  2025-07-04T03:36Z [----] followers, [----] engagements


"@tamaybes nah thats a pretty big deal for openai and google"  
[X Link](https://x.com/ALEXEIMARTOV/status/1940994044051759575)  2025-07-04T04:40Z [----] followers, [---] engagements


"If you look at Google and Amazon vs Baidu and Baba it makes sense to just madly spend money on capex atm vs buybacks. Im assuming its the same every business on the cloud basically needs to immediately create a massive knowledge base and make it accessible with AI asap its like cloud all over again"  
[X Link](https://x.com/ALEXEIMARTOV/status/1941006424382796106)  2025-07-04T05:29Z [----] followers, [--] engagements


"Ive had some of the same thoughts how does GDP account for massive abundance. I think you can see some of this deflation in China where you have a big worker population instead of robots just too much stuff not enough consumption. Purchasing power parity attempts to come up with some answers to these questions but where you get to is none of this stuff is that descriptive. GDP as revenue not profit the value of currencies relatively (eg chinas military expenditure is way underreported) etc"  
[X Link](https://x.com/ALEXEIMARTOV/status/1941177802352402827)  2025-07-04T16:50Z [----] followers, [--] engagements


"@taobanker Thanks Got some killer features coming next week grinding right now"  
[X Link](https://x.com/ALEXEIMARTOV/status/1941347219195765106)  2025-07-05T04:03Z [----] followers, [--] engagements


"Mm prob been programming [--] years or so but always my own companies solot of hours working. That said my experience is quite varied a lot of video games stuff. The last game I made was multiplayer w Linux servers on AWS so I levelled up significantly for that which has helped here. O3 and Gemini both helping a tonne though esp speed trying stuff out etc. Feel free to DM me if you want some help trying out the app some time"  
[X Link](https://x.com/ALEXEIMARTOV/status/1941350838879834226)  2025-07-05T04:18Z [----] followers, [--] engagements


"gemini pro + o3 pro is the current meta. gemini pro gives the best explanations and large context to make sure you don't turn into a slug and then sometimes u just run an optimization with o3 pro. side note how come o3 pro can optimize stuff better than gemini like what is the secret sauce at OpenAI that lets them do this. i would have thought stuff like batching document processing would always be at least as good i mean google is so good at this sort of stuff what is the secret sauce at openAI"  
[X Link](https://x.com/ALEXEIMARTOV/status/1941923000707916280)  2025-07-06T18:11Z [----] followers, [--] engagements


"@merovingian_man @sv_techie @blondesnmoney q1 vs q4 is almost always flat (check the graph) so QoQ is prob more accurate but sure its a decent argument. guidance is 2.25-2.29 "For fiscal year '26 we now expect revenue to be in the range of $2.25 billion to $2.29 billion" which is not astounding"  
[X Link](https://x.com/ALEXEIMARTOV/status/1941977735020384541)  2025-07-06T21:49Z [----] followers, [--] engagements


"@orrdavid do you think your performance would be better 400% gross 50% long than 100% long"  
[X Link](https://x.com/ALEXEIMARTOV/status/1942046459102462327)  2025-07-07T02:22Z [----] followers, [---] engagements


"@Sunrise202086 @sv_techie @merovingian_man @blondesnmoney *shrug*. my returns are way better than IGV and i have bought software along the way that fit my criteria (most recently GENI at [--] and U at [--] both of which i dont have to dump since they're still reasonable priced at [--] and [--] respectively). https://www.ishares.com/us/products/239771/ishares-north-american-techsoftware-etf https://www.ishares.com/us/products/239771/ishares-north-american-techsoftware-etf"  
[X Link](https://x.com/ALEXEIMARTOV/status/1942058235932107259)  2025-07-07T03:08Z [----] followers, [--] engagements


"@EquityBrian whats your repricing narrative just random vol"  
[X Link](https://x.com/ALEXEIMARTOV/status/1942322709570150522)  2025-07-07T20:39Z [----] followers, [---] engagements


"1 month later Softbank +30% $ARM +4.2% (-4.2% as we are short) +25.8% spread 'leverage cost' (fee rate) .46%. [--] weeks later $ARM -8% $9984 (Softbank) +17.2% ROI infinite. [--] weeks later $ARM -8% $9984 (Softbank) +17.2% ROI infinite"  
[X Link](https://x.com/ALEXEIMARTOV/status/1942374707497669107)  2025-07-08T00:06Z [----] followers, [---] 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 77% 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"  
[X Link](https://x.com/ALEXEIMARTOV/status/1942666474767933944)  2025-07-08T19:25Z [----] followers, [----] engagements


"@KairosPraxis Whats the NET bear case in your view"  
[X Link](https://x.com/ALEXEIMARTOV/status/1942672088839643146)  2025-07-08T19:48Z [----] followers, [---] engagements


"@KairosPraxis Those are all more than one line :) Net is a good company but I am short small my view is my other picks will outgrow any company selling at 38x sales"  
[X Link](https://x.com/ALEXEIMARTOV/status/1942712633075069062)  2025-07-08T22:29Z [----] followers, [--] engagements


"@finphysnerd [--] bucks for a [---] leap Seems somewhat expensive no"  
[X Link](https://x.com/ALEXEIMARTOV/status/1942971488023298082)  2025-07-09T15:37Z [----] followers, [---] engagements


"If you want to churn through a tonne of Deep Research prompts like this you can get an openAI API key and manage the requests prompts and reports through GTOPort. With GTOPorts handy 'bucket' UI all the reports are tied to their tickers (which in turn are tied to your portfolio snapshot or watchlist). Warning though you will absolutely incinerate capital. The chatgpt UI lets you do a max of about [--] requests at once but with the API you can just let it rip. V addictive. DM me if you want help doing that. Here is my o3 DR prompt. I keep adjusting but it gives me good results. Combine with"  
[X Link](https://x.com/ALEXEIMARTOV/status/1943069713837494614)  2025-07-09T22:08Z [----] followers, [---] engagements


"@finphysnerd best 3"  
[X Link](https://x.com/ALEXEIMARTOV/status/1943097409485292021)  2025-07-09T23:58Z [----] followers, [---] engagements


"@finphysnerd why tsll over tsla i haven't looked at mpu i'm short tsla and envx tho"  
[X Link](https://x.com/ALEXEIMARTOV/status/1943099983521288476)  2025-07-10T00:08Z [----] followers, [---] engagements


"@Investor_NICK_ @LogicalThesis Rounds almost full but if you want to put in I dunno a trillion we could probably make room for u"  
[X Link](https://x.com/ALEXEIMARTOV/status/1943145620707168491)  2025-07-10T03:09Z [----] followers, [---] engagements


"@reversion_m @LogicalThesis @Investor_NICK_ Financials we trade them at 1x assets now its the new meta"  
[X Link](https://x.com/ALEXEIMARTOV/status/1943149242903859622)  2025-07-10T03:24Z [----] followers, [--] engagements


"@AltayCapital i was laying awake last night and it struck me that $CAG really should be worth $28 a share. and then i woke up CNBC in my airpods telling me it was somehow tanking even more. And then i check my port and turns out everyone in america is on Velo"  
[X Link](https://x.com/ALEXEIMARTOV/status/1943463970997977334)  2025-07-11T00:14Z [----] followers, [---] engagements


"@MetacriticCap who has [--] billion to invest lol this is 5% of PIF"  
[X Link](https://x.com/ALEXEIMARTOV/status/1943781436412280999)  2025-07-11T21:16Z [----] followers, [---] engagements


"Yeah no idea what they should do tho one of the most complex situations I have seen in business. Usually I have a strong opinion on things I have thought about a lot but here its like do they just empower openAI to be as big as Microsoft one day and end up satisfied that they own say 38% of it and also the rest of Microsoft Like that might be the best move but its a pretty nuts way to go"  
[X Link](https://x.com/ALEXEIMARTOV/status/1944085227988521090)  2025-07-12T17:23Z [----] followers, [--] engagements


"the reason software companies are almost all overvalued is because AWS is Costco. "The store brand now accounts for 1/3 of Costcos revenueand its growing faster than the company as a whole. Costcos total sales have 2X since [----]. Kirklands have 3X. Kirkland alone brought in $86 billion last yearmore than all of Procter & Gamble). https://t.co/Nbx0iMRexP "The store brand now accounts for 1/3 of Costcos revenueand its growing faster than the company as a whole. Costcos total sales have 2X since [----]. Kirklands have 3X. Kirkland alone brought in $86 billion last yearmore than all of Procter &"  
[X Link](https://x.com/ALEXEIMARTOV/status/1944159083357151307)  2025-07-12T22:17Z [----] followers, [---] engagements


"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"  
[X Link](https://x.com/ALEXEIMARTOV/status/1944171171114889430)  2025-07-12T23:05Z [----] followers, [---] engagements


"@taobanker i mean. u are not doing well with this basket lol"  
[X Link](https://x.com/ALEXEIMARTOV/status/1944175428283113617)  2025-07-12T23:21Z [----] followers, [--] engagements


"@Investor_NICK_ Feels like a direct attack on Google lol"  
[X Link](https://x.com/ALEXEIMARTOV/status/1944781939317321796)  2025-07-14T15:32Z [----] followers, [--] engagements


"@no_cap_cap nice post i am taking 4"  
[X Link](https://x.com/ALEXEIMARTOV/status/1944794577631912261)  2025-07-14T16:22Z [----] followers, [--] engagements


"@no_cap_cap gogo masa"  
[X Link](https://x.com/ALEXEIMARTOV/status/1944797031744381242)  2025-07-14T16:31Z [----] followers, [--] engagements


"@no_cap_cap Would be interesting to see how much fintwit changed if people were only allowed to report post tax returns. Obviously just a thought experiment but it might legitimately change the market"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945004935512220046)  2025-07-15T06:18Z [----] followers, [--] engagements


"@KairosPraxis @no_cap_cap My head"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945005572299821522)  2025-07-15T06:20Z [----] followers, [--] engagements


"@no_cap_cap Yeah if u arent going absolutely nuts volume wise and youre doing relatively smaller numbers TFSA is a pretty amazing thing. I didnt actually realize u could sell in the RRSP account heh"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945008229030744422)  2025-07-15T06:31Z [----] followers, [--] engagements


"@no_cap_cap @KairosPraxis Most important quality for u to improve is patience lol"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945142642641137797)  2025-07-15T15:25Z [----] followers, [---] engagements


"@no_cap_cap @KairosPraxis Yes this is a bad use of your time"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945143179176476993)  2025-07-15T15:27Z [----] followers, [---] engagements


"Elon: unlike most woke AI Grok is maximally truth seeking - facts not feelings Grok: Elon is a nazi and I MechaHitler his humble servant xAI: ________________ We spotted a couple of issues with Grok [--] recently that we immediately investigated & mitigated. One was that if you ask it "What is your surname" it doesn't have one so it searches the internet leading to undesirable results such as when its searches picked up a viral meme We spotted a couple of issues with Grok [--] recently that we immediately investigated & mitigated. One was that if you ask it "What is your surname" it doesn't have"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945149082655244673)  2025-07-15T15:50Z [----] followers, [--] engagements


"Yeah I played poker professionally so am totally sick re: losing large sums of money (as long as I make the right decision have to lose a tonne before I care at all). And I still blame other investing pros for when I make a bad decision based on their comments. have to actively tell myself thats not what happened lol. No problem taking 100% of the credit when it works out tho. Just tell family to buy SPY"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945150645058855119)  2025-07-15T15:57Z [----] followers, [---] engagements


"@no_cap_cap @KairosPraxis lol when they said 'only focus on the candle while repeating your mantra' they didn't mean pop a couple zyns fire up robinhood and stare at the [--] minute chart while chanting "Up Only""  
[X Link](https://x.com/ALEXEIMARTOV/status/1945155601748910147)  2025-07-15T16:16Z [----] followers, [--] engagements


"yeah very complicated thing. My buddy @colesouth made a post once on X about how ex poker players are way too willing to blame variance in actual business situations. It has stuck with me for sure. When you actually work in a business rather than just invest in them you can be consistently amazed out how some people just seem to always pull shit off. There is a pretty significant (but not insurmountable) ability to bend the world to your will if your livelihood depends on it and you are competent. I have seen that very rarely with suppliers where I know exactly what was involved and it just"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945166846371750232)  2025-07-15T17:01Z [----] followers, [---] engagements


"@EquityBrian @SixSigmaCapital yea me too u can see it with google cloud growth. going from regular cloud to ai cloud (searchable vector database agents) is like doing the whole on prem to cloud thing again its not just an incremental quarter of cloud growth"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945180470486200750)  2025-07-15T17:55Z [----] followers, [---] engagements


"@irbezek @CCM_Brett $VRSN amazingly well positioned company was still selling 100x rev in 2000"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945616936903348673)  2025-07-16T22:50Z [----] followers, [---] engagements


"@CCM_Brett @irbezek Worth [--] billion end of [----]. 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"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945619759761883138)  2025-07-16T23:01Z [----] followers, [--] engagements


"@DeepSailCapital Long CLBT short PLTR AXON is prob good price sales a little high still for it to absolutely explode tho"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945697690202878066)  2025-07-17T04:10Z [----] followers, [--] engagements


"@Citrini7 IKEA is pretty good if u dont just mean your own office. Bekant desk is pretty big and not expensive relatively"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945708589206634830)  2025-07-17T04:54Z [----] followers, [---] engagements


"@Investor_NICK_ @zoomyzoomm No one likes it but u can just look at Ted Weschlers Berkshire buys. STZ DPZ OXY POOL heh. Beer pizza oil and probably expecting lower rates to rerate swimming pools at some point w the boring pool cleaning and chemical business as downside protection"  
[X Link](https://x.com/ALEXEIMARTOV/status/1945989815377285393)  2025-07-17T23:31Z [----] followers, [--] engagements


"@MikeFritzell @PrefShares Its funny because this is why I prefer Gemini to O3 coding. Gemini always lays out the logic etc so u can disagree easily and fix things or also just be continuously learning / reinforcing how things are working O3 pro is better tho"  
[X Link](https://x.com/ALEXEIMARTOV/status/1946007685150724201)  2025-07-18T00:42Z [----] followers, [--] engagements


"@zoomyzoomm all the hyperscalers can go to 10T no problem long term"  
[X Link](https://x.com/ALEXEIMARTOV/status/1946078598211019091)  2025-07-18T05:24Z [----] followers, [--] engagements


"U know it really shouldnt I still pay for photoshop even tho I pay for midjourney its just so much easier the industry has standardized on stuff. Same with substance tools pdf file format etc. But the AI implementation of generative fill in photoshop is SO BAD that I actually think long is kinda bad. I dont understand how it is so bad they were really early on seeing how AI would be importantly but it is total trash there are prob [--] apps with better versions"  
[X Link](https://x.com/ALEXEIMARTOV/status/1946094135322267752)  2025-07-18T06:26Z [----] followers, [--] engagements


"@Investor_NICK_ @zoomyzoomm "don't go all in but leverage up" lol"  
[X Link](https://x.com/ALEXEIMARTOV/status/1946355048596033857)  2025-07-18T23:42Z [----] followers, [--] engagements


"@Investor_NICK_ @taobanker no one uses any of that stuff and then they make 4% on everything u buy"  
[X Link](https://x.com/ALEXEIMARTOV/status/1946624228515774562)  2025-07-19T17:32Z [----] followers, [---] 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 [---] of uber credit Amex isnt paying [---] etc. the monthly fee is net profitable Im sure"  
[X Link](https://x.com/ALEXEIMARTOV/status/1946644160209166518)  2025-07-19T18:51Z [----] followers, [--] engagements


"@KairosPraxis @Investor_NICK_ Or if all cars are self driving 65% fleet 35% other ppls cars in peak. I do agree Uber is in solid spot"  
[X Link](https://x.com/ALEXEIMARTOV/status/1946677568410955963)  2025-07-19T21:04Z [----] followers, [---] 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"  
[X Link](https://x.com/ALEXEIMARTOV/status/1946678630614290432)  2025-07-19T21:08Z [----] followers, [---] engagements

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