#  @datarade Kumar Kumar posts on X about money, israel, india, cloudflare the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::496082117/interactions)  - [--] Week [------] -35% - [--] Month [-------] +30% - [--] Months [---------] +224% - [--] Year [---------] -72% ### Mentions: [--] [#](/creator/twitter::496082117/posts_active)  - [--] Month [---] -26% - [--] Months [---] +2% - [--] Year [-----] -12% ### Followers: [------] [#](/creator/twitter::496082117/followers)  - [--] Week [------] -0.04% - [--] Month [------] +0.31% - [--] Months [------] +0.20% - [--] Year [------] -0.20% ### CreatorRank: [-------] [#](/creator/twitter::496082117/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) #5200 [celebrities](/list/celebrities) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) [automotive brands](/list/automotive-brands) **Social topic influence** [money](/topic/money), [israel](/topic/israel), [india](/topic/india), [cloudflare](/topic/cloudflare), [insurance](/topic/insurance), [china](/topic/china), [private equity](/topic/private-equity), [twitter](/topic/twitter), [$trak](/topic/$trak), [if you](/topic/if-you) **Top accounts mentioned or mentioned by** [@adamscrabble](/creator/undefined) [@realpeteyb123](/creator/undefined) [@michaelguimarin](/creator/undefined) [@cloudflare](/creator/undefined) [@grok](/creator/undefined) [@eastdakota](/creator/undefined) [@deepthroatipo](/creator/undefined) [@anasalhajji](/creator/undefined) [@ajacortes](/creator/undefined) [@fineconglobal](/creator/undefined) [@joshuasteinman](/creator/undefined) [@cernovich](/creator/undefined) [@alpacahq](/creator/undefined) [@databricks](/creator/undefined) [@briannorgard](/creator/undefined) [@dok2001](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@opendoor](/creator/undefined) [@aerosmith992](/creator/undefined) [@datadoghq](/creator/undefined) **Top assets mentioned** [Cloudflare, Inc. (NET)](/topic/cloudflare) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Powell Industries Inc (POWL)](/topic/$powl) [Bitcoin (BTC)](/topic/bitcoin) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [On Holding AG (ONON)](/topic/$onon) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/tesla) [Starbucks Corporation (SBUX)](/topic/$sbux) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Chipotle Mexican Grill, Inc. (CMG)](/topic/chipotle) [Nike Inc (NKE)](/topic/nike) [Snowflake Inc. (SNOW)](/topic/$snow) [Datadog Inc (DDOG)](/topic/$ddog) [Microsoft Corp. (MSFT)](/topic/microsoft) [GrokCoin (GROKCOIN)](/topic/grok) ### Top Social Posts Top posts by engagements in the last [--] hours "There's always an untold hidden history of every startup. @turo knowningly facilitated human and drug trafficking with weak KYC and AML in the early days. Airbnb breaks the laws in so many states. @uber tracked cops in all [--] states and globally too. @paypal launders lots" [X Link](https://x.com/datarade/status/1557638448936370176) 2022-08-11T08:02Z 29.7K followers, [--] engagements "This could genuinely be a scene from the Office" [X Link](https://x.com/anyuser/status/1561787869689270273) 2022-08-22T18:50Z 30.3K followers, 368.6K engagements "But I paid so much in cleaning fees. fail. $ABNB" [X Link](https://x.com/datarade/status/1582568757796315137) 2022-10-19T03:06Z 29.7K followers, [--] engagements "This would mean simple things like: - Adopting natural gas vehicle infrastructure in the mecca of natural gas. - Tax rebates for triple pane argon windows and high efficiency nat gas furnaces - Enforce reasonable non-onerous CAFE standards" [X Link](https://x.com/datarade/status/1582934419899183104) 2022-10-20T03:19Z 29.7K followers, [--] engagements "- Get rid of the IRS's 6000-pound vehicle tax deduction - Enforce European health and safety standards on the [--] fragrances and materials not allowed in their countries. We shouldn't allow them here. Source @DrSkotnicki" [X Link](https://x.com/datarade/status/1582934424592621570) 2022-10-20T03:19Z 29.7K followers, [--] engagements "Stripe let go of 14% of employees. Lyft let go of 14% of employees. Twitter will let go of 50% of employees. Morgan Stanley to do layoffs. Kirkland and Ellis is doing layoffs. Intel Umpqua Picasa Gem Zillow Oracle Layoffs are happening galore. Gonna be wild" [X Link](https://x.com/datarade/status/1588207422136532992) 2022-11-03T16:32Z 30.4K followers, [---] engagements "How low do you think October [--] will go I"m guessing right around $625Bn-$640Bn" [X Link](https://x.com/datarade/status/1588238351630565383) 2022-11-03T18:35Z 30.1K followers, [--] engagements "TBH I wouldn't touch $EB or $LYV with a [--] foot stick after going to events that leverage @TicketFairy software. Not a big event goer but the experience is palpably different" [X Link](https://x.com/datarade/status/1601990741001408513) 2022-12-11T17:22Z 29.7K followers, [--] engagements "https://x.com/i/spaces/1YqJDoVgWQBGV https://x.com/i/spaces/1YqJDoVgWQBGV" [X Link](https://x.com/datarade/status/1609591759931154434) 2023-01-01T16:45Z 29.7K followers, [----] engagements "http://www.dentwireless.com/ http://www.dentwireless.com/" [X Link](https://x.com/datarade/status/1609598417704976384) 2023-01-01T17:12Z 29.7K followers, [----] engagements "Ya know @box raised $384.43M before going public in [----] according to Their market cap [--] years later is $4.5B. They've had dismal economic performance for years. (Source: https://www.smartcompany.com.au/startupsmart/advice/startupsmart-growth/box-a-capital-raising-journey/ http://SmartCompany.com https://www.smartcompany.com.au/startupsmart/advice/startupsmart-growth/box-a-capital-raising-journey/ http://SmartCompany.com" [X Link](https://x.com/datarade/status/1610859008235020290) 2023-01-05T04:41Z 29.7K followers, [----] engagements "If you had taken all your money and bought garbage and manure replacement companies you'd have outperformed them lols. $CWST & $UAN" [X Link](https://x.com/datarade/status/1610859017437384705) 2023-01-05T04:41Z 29.7K followers, [----] engagements "$TSLA vs. $BTC vs. $CWST vs. $META Ya should have bought Trash" [X Link](https://x.com/datarade/status/1615217904256958465) 2023-01-17T05:22Z 30.3K followers, [----] engagements "@DrCamRx He's not he dumps on retail. Opendoor raised a total of $1.9B. The total market cap is now $1.15B. Square and Paypal were successful b/c they facilitated untold quantities of money laundering and fraud with VC dollars to back them. (State sponsored crime)" [X Link](https://x.com/datarade/status/1629002606419779585) 2023-02-24T06:17Z 29.7K followers, [---] engagements "Masha Drokova Jeffrey Epstein's publicist. She ended up a VC and is in deals entangled with Sam Altman WorldCoin. Scam Altman is trying to dump on retail don't let him. MSFT's investment into OpenAI is the salvage value of losing Jedi Contract with US fed gov't. Few" [X Link](https://x.com/datarade/status/1629242587730133000) 2023-02-24T22:11Z 29.7K followers, [----] engagements "This is @mydukaanapp. They have one dude @mepiyushshah running SEO and raised $30M and spent it over [--] years-ish" [X Link](https://x.com/datarade/status/1630054055841083392) 2023-02-27T03:55Z 29.7K followers, [----] engagements "$SBNY @ericgarland @GreggSmith03 Signature Bank is and always has been Hapoalim private bank https://t.co/4bh74FJfrU @ericgarland @GreggSmith03 Signature Bank is and always has been Hapoalim private bank https://t.co/4bh74FJfrU" [X Link](https://x.com/datarade/status/1633901180878241812) 2023-03-09T18:42Z 29.7K followers, [---] engagements "Oh @AlderLaneEggs on $SBNY. This sound bite though. Whoa whoa" [X Link](https://x.com/datarade/status/1633944890320011270) 2023-03-09T21:36Z 29.7K followers, [----] engagements "Gulp 😳 $sivb" [X Link](https://x.com/datarade/status/1633953296321769474) 2023-03-09T22:09Z 29.7K followers, [----] engagements "You cannot make this shit up. $sivb" [X Link](https://x.com/datarade/status/1634616565038559240) 2023-03-11T18:05Z 29.7K followers, [----] engagements "All you motherf***ing VCs are telling me you thought it was a good idea to put your money with this clown. $sivb" [X Link](https://x.com/datarade/status/1634622152858116099) 2023-03-11T18:27Z 29.7K followers, [----] engagements "Compare the financials of $LDOS vs. $PLTR. They are both gov't contractors" [X Link](https://x.com/datarade/status/1636048190628610048) 2023-03-15T16:54Z 29.7K followers, [----] engagements "I have puts on coinbase only because I think that CrossRiver has some weird stuff going on" [X Link](https://x.com/datarade/status/1641084359804350558) 2023-03-29T14:26Z 29.7K followers, [----] engagements "I know people at OpenAI they cofounded WorldCoin" [X Link](https://x.com/datarade/status/1641263173859700738) 2023-03-30T02:16Z 29.7K followers, [----] engagements "None of the real govt contractors take photos in front of Us flags and hype themselves. They stay behind the scenes. $ldos CEO isnt on twitter and wipes the floor with Silicon Valley cos" [X Link](https://x.com/datarade/status/1641580124339404803) 2023-03-30T23:16Z 29.7K followers, [----] engagements "It's pretty messed up but if anyone tells me they're building a battery company the first thing I look for is long indian last names. If I can't find one on the executive team I'm skeptical. I'm a shareholder in $ENVX. One of these days I'll hang out with Murali" [X Link](https://x.com/datarade/status/1642736342453870592) 2023-04-03T03:50Z 30.2K followers, 11K engagements "Look at the timestamps. I just walk dogs and they whisper to me. $MCB is fun to watch as a sign of things. (link from the screenshot) https://x.com/datarade/status/1590428879365120001s=20 Im being told that USDC is at risk as is Silvergate and Circle. Tread carefully. Think of the contagion if what Im saying is true. https://x.com/datarade/status/1590428879365120001s=20 Im being told that USDC is at risk as is Silvergate and Circle. Tread carefully. Think of the contagion if what Im saying is true" [X Link](https://x.com/datarade/status/1643308884415619099) 2023-04-04T17:45Z 29.7K followers, [----] engagements "I am more afraid of sugar than I am of pretty much anything the WorldCoin founder can create" [X Link](https://x.com/datarade/status/1644464027236548608) 2023-04-07T22:15Z 29.7K followers, [----] engagements "Im a sociopath and founder of WorldCoin" [X Link](https://x.com/datarade/status/1644861317394644995) 2023-04-09T00:34Z 29.7K followers, [----] engagements "California's problem will never be solved. There's people paying $3.9k in property taxes on $2.8M homes because of an antiquated well intentioned but horrific tax policy" [X Link](https://x.com/anyuser/status/1645111617187639296) 2023-04-09T17:09Z 30.3K followers, 123.2K engagements "I love that Katherine Boyle blocked me after I pointed out that American Dynamism is nonsense with clear data. One of us has designed multiple indigenous 100M tonne throughput manufacturing facilities and the other hasn't. Shrug" [X Link](https://x.com/datarade/status/1645305272930369537) 2023-04-10T05:58Z 29.7K followers, 17.3K engagements "The founder of @databricks is building what appears to be a $200bn+ marketcap juggernaut raised $3bn+ and still teaches classes. I think $SNOW is gonna get schooled and as such have long puts. Calul bun se vinde n grajd. Few" [X Link](https://x.com/datarade/status/1648748839807983620) 2023-04-19T18:02Z 29.7K followers, [----] engagements "I have long puts on $DDOG. Ask around the tech ecosystem the company is not loved. They were founded in [----] and have never made positive net income" [X Link](https://x.com/datarade/status/1650895944177664000) 2023-04-25T16:13Z 29.7K followers, [----] engagements "The CEO of $DDOG has 268K shares. That's about $17M worth of shares in a company that has a market cap of $20bn. I have long puts. I'm just wondering how common is it for CEOs to have such low upside potential" [X Link](https://x.com/datarade/status/1650899760985915393) 2023-04-25T16:29Z 29.7K followers, [----] engagements "I bought puts on ZoomInfo because I believe the value of $ZI goes down as the number of data leaks increases" [X Link](https://x.com/datarade/status/1650910947349872656) 2023-04-25T17:13Z 29.7K followers, [----] engagements "Someone more sophisticated than me playing short term games. They might have their face ripped off on $DDOG will be interesting to observe. Curious on the logic here" [X Link](https://x.com/datarade/status/1651247360909910022) 2023-04-26T15:30Z 29.7K followers, [----] engagements "The CEO of $LDOS doesn't take photos with US gov't officials or in front of buildings and isn't on twitter. He does however bring in 700M+ in net income to the company each year. How's about all the American Dynamism CEOs Yeah exactly" [X Link](https://x.com/datarade/status/1652951437465272321) 2023-05-01T08:21Z 29.7K followers, [----] engagements "Looks like @Lennar and @TriPointeHomes got wrecked. $LEN" [X Link](https://x.com/datarade/status/1653213409230352386) 2023-05-02T01:42Z 29.7K followers, [----] engagements "New competitor to $ddog @datadoghq It is 9x cheaper than datadog" [X Link](https://x.com/datarade/status/1658525586976014337) 2023-05-16T17:31Z 28.5K followers, [--] engagements "I think the folks at $DDOG @datadoghq should be freaking out about this. Just waiting for Pranay to devise a hit list of DataDog's enterprise customers. 💰Recently there was an uproar in the tech community surrounding Coinbase's staggering $65mn subscription fees to DataDog. We thought what would be helpful for the dev community to bring more transparency in this space https://t.co/ZU4EVMTVm0 💰Recently there was an uproar in the tech community surrounding Coinbase's staggering $65mn subscription fees to DataDog. We thought what would be helpful for the dev community to bring more" [X Link](https://x.com/datarade/status/1659174024763539459) 2023-05-18T12:28Z 29.7K followers, [----] engagements "I think $PCYG becomes a juggernaut and will continue to accumulate. Someone out there said it has met the SaaS rule of [--] need to find the tweet. I think it is the Trinet+Insperity of the food supply chain. FSMA+FDA RULE [---] = Obamacare $PCYG of [----] = $UNH of [----] 2026" [X Link](https://x.com/datarade/status/1661426623747424265) 2023-05-24T17:39Z 28.5K followers, [--] engagements "Databricks @databricks is melting @SnowflakeDB in the enterprise. $SNOW Loving my longdated puts right around now" [X Link](https://x.com/datarade/status/1661740529896558594) 2023-05-25T14:26Z 29.7K followers, [----] engagements "Anyone on twitter have answers on his questions about adjuvants" [X Link](https://x.com/datarade/status/1661868968074723328) 2023-05-25T22:56Z 27.9K followers, [--] engagements ". $DDOG @datadoghq https://www.reddit.com/r/devops/comments/11oh5j7/signoz_the_opensource_datadog_alternative/ https://www.reddit.com/r/devops/comments/11oh5j7/signoz_the_opensource_datadog_alternative/" [X Link](https://x.com/datarade/status/1662123819715141633) 2023-05-26T15:49Z 29.6K followers, [---] engagements "Nvidia is surging not because of AI but because it's a greenback boomerang stock. $NVDA Ask yourself who could pump $150 Bn into a company in [--] hours Tesla did the same thing. $TSLA To date the only person I've seen cover this phenomena is @deepthroatipo a CFA with massive street smarts who breaks down financial scheming. Some compiled quotes and links from @deepthroatipo that I think are relevant to the conversation about Nvidia. Kathie Wood made her living off of being in the blast radius of boomerang'd dollars. "The key to the boomerang is that the dollars stay in the Western financial" [X Link](https://x.com/anyuser/status/1662556961483677705) 2023-05-27T20:30Z 30.3K followers, 156.1K engagements "Facebook could create pure havoc by having a twilio style [--] way user-authorized API like twilio for whatsapp. I imagine they haven't because they are growing the number of messages. The moment Whatsapp rolls out a twilio superior API it's game over for twilio and the 100+ other SMS APIS. 2.4Bn people use Whatsapp and it grows monthly" [X Link](https://x.com/datarade/status/1662785620748451847) 2023-05-28T11:39Z 29.5K followers, [----] engagements "Twilio hasn't produced net income for the last [--] years" [X Link](https://x.com/datarade/status/1662786254771986433) 2023-05-28T11:41Z 29.5K followers, [----] engagements "Everyone at $DOCU should be freaking the f*** out. Open source will crush. Keep your eyes on @documenso. [----] stars in less than [--] days. https://github.com/documenso/documenso https://github.com/documenso/documenso" [X Link](https://x.com/datarade/status/1663965350835245058) 2023-05-31T17:47Z 29.5K followers, 32.8K engagements "1/3rd of New York citys tax revenue comes from property tax. What happens when all the shadow foreign money vacant NYC building holders choose an alternative hiding spot for their capital in the USA Could it happen Unsure" [X Link](https://x.com/datarade/status/1664249852685955073) 2023-06-01T12:37Z 29.5K followers, [----] engagements "I think the best analogy for $PCYG (which I'll continue to accumulate) is: $PCYG [----] : $UNH [----] FSMA [----] : Obamacare/ACA [----] FSMA gets enforced on Jan [--] 2026" [X Link](https://x.com/datarade/status/1664263458509197313) 2023-06-01T13:31Z 29.7K followers, [----] engagements "@eyemightbewrong How much does $HOOD make off of its $76B in assets under custody I know for their cash deposits under custody they're probably making like 3% per annum or more. But for the assets - shares of the companies" [X Link](https://x.com/datarade/status/1664268185955340295) 2023-06-01T13:50Z 29.7K followers, [---] engagements "Watching @documenso beat up @DocuSign is hilarious. $DOCU. My long dated put(only one) might print. Anyhow will be fun to watch and not a big gamble" [X Link](https://x.com/datarade/status/1664321807749464081) 2023-06-01T17:23Z 29.7K followers, [----] engagements "Do brokerages make some sort of interest rate off of Assets under custody (obv. revenue from lending the assets and PFOF but I'm asking about for stocks/securities for example $HOOD has $77B in assets under custody - do they make some sort of overnight rate or something on this)" [X Link](https://x.com/datarade/status/1664323375504801805) 2023-06-01T17:29Z 29.7K followers, [--] engagements "Do any of y'all remember filecoin" [X Link](https://x.com/datarade/status/1664326847721512960) 2023-06-01T17:43Z 29.6K followers, [----] engagements "Hahaha I was heavily wrong on $sivb bailout. I have a long list of mis predictions Ill post them later this week" [X Link](https://x.com/datarade/status/1664341834204872704) 2023-06-01T18:43Z 28.5K followers, [--] engagements "Documenso is going to wreak havoc on $docu is my prediction and my reason for buying [--] longdated put. [----] GitHub stars and growing" [X Link](https://x.com/datarade/status/1665526592834076672) 2023-06-05T01:10Z 28.5K followers, [--] engagements "Watching an open source company @databricks absolutely obliterate $snow @SnowflakeDB is kind of a masterclass in open source invasions. Will see how these longdated puts perform. https://aitechinvesting.substack.com/p/databricks-and-the-future-of-data https://aitechinvesting.substack.com/p/databricks-and-the-future-of-data" [X Link](https://x.com/datarade/status/1665695129485598722) 2023-06-05T12:20Z 29.7K followers, [---] engagements "Our friends at $DDOG @datadoghq have viable competitors. - @OpenObserve - @SignozHQ - @hyperdxio It is 5x-10x cheaper than DataDog. Good lord. Now each is probably 150-300 days away from feature parity with DataDog" [X Link](https://x.com/datarade/status/1667941619012648961) 2023-06-11T17:07Z 27.5K followers, [----] engagements "How many Silicon Valley CTOs and backend developers missed out on investing in MongoDB It would have taken most of them 5-10 phone calls with peers at organizations using the software to know ripping it out is hard/ it comes with high switching costs" [X Link](https://x.com/datarade/status/1669052553978339329) 2023-06-14T18:41Z 29.5K followers, [----] engagements "So you invested in a VC that promised you 10x in [--] years and illiquidity but you could have just bought $MDB and you'd have 11x'd your money and remained liquid and as well borrowed against it for [--] years" [X Link](https://x.com/datarade/status/1669509886986665987) 2023-06-16T00:59Z 29.6K followers, [---] engagements "@Dovahkiin_69 I think Randall Fields is looking for a $5bn+ acquisition offer" [X Link](https://x.com/datarade/status/1669510806327771137) 2023-06-16T01:02Z 28K followers, [--] engagements "United Healthcare is a cartel. They're worth almost $500B in market cap. About 20% of US GDP is healthcare expenditure. US GDP is $23.2T So United Healthcare's market cap is $500B/$4600B = 12% of all that healthcare expenditure. Pretty solid regulatory capture" [X Link](https://x.com/datarade/status/1670005458931793920) 2023-06-17T09:48Z 30.2K followers, [----] engagements "@tjparker Come at me with data I'm going off metrics I have to illustrate a point of scale" [X Link](https://x.com/datarade/status/1670090148426444801) 2023-06-17T15:24Z 30.2K followers, [---] engagements "People at @SnowflakeDB should be worried about the open source Death Star that is @databricks coming for their jugular. Databricks is the preferred weapon of technocrats. I have longdated puts on $snow" [X Link](https://x.com/datarade/status/1670420635418230785) 2023-06-18T13:18Z 29.5K followers, [----] engagements "Take these things into consideration. You would not pump $10-$15Bn in 1-2 hours into $NVDA as an institution if you knew about the following: 1) ASML limitations - they only make a capped # of lithography machines per year - all semiconductor companies have capped valuation" [X Link](https://x.com/datarade/status/1670448825654181889) 2023-06-18T15:10Z 28.5K followers, 24.3K engagements "943 days is the countdown clock to FSMA enforcement on January [--] [----]. I have [---] days to continue buying $PCYG. I compare $PCYG to $UNH and FSMA to Obamacare/ACA. Obamacare/ACA was introduced on March [--] [----]. If you had purchased united healthcare for [--] years prior you'd have outperformed all or the vast majority of VC's on returns liquidity risk and cash flow. The FDA was sued for lack of FSMA enforcement and lost and now they're issuing warnings and onsite inspections. In January [--] [----] they will enforce FSMA it will require ingredients compliance track and trace and more. $PCYG has" [X Link](https://x.com/datarade/status/1671774729227698177) 2023-06-22T06:58Z 29.6K followers, [----] engagements "@0xrelativity Near protocol runs on was built by a Madrileo" [X Link](https://x.com/datarade/status/1672165444638105600) 2023-06-23T08:53Z 28.5K followers, [--] engagements "This is Jim Simons 84-year-old math genius the greatest quantitative hedge fund manager who constantly outperforms the markets. Net worth: $28.1 billion. The secret to his success isn't: - Waking up at 5am; - Intermittent fasting for mental clarity; - Meditating [--] minutes every day; - Ice baths to reduce inflammation; It might be: *stuffs Russian mob cash in plastic bags* "Yeah I use highly complex equations to find market inefficiencies."" [X Link](https://x.com/datarade/status/1672203354502582272) 2023-06-23T11:22Z 30.4K followers, 25.5K engagements "I always find it disturbing the degree to which Alex Jones predicted 9/11" [X Link](https://x.com/anyuser/status/1673640496587997184) 2023-06-27T10:32Z 30.3K followers, 64.1K engagements "I wish I could have bought $TNET and $NSP years ago. They are a cartel. I now buy $PCYG - the food supply chain safety cartel. It is always wild to look at the before and after obamacare chart. Similarly it will be wild to look at the before and after FSMA chart" [X Link](https://x.com/datarade/status/1673692364232163331) 2023-06-27T13:58Z 30.4K followers, [----] engagements "Was the whole coup just the Wagner dude asking for a raise I got my education in Russian politics from playing call of duty" [X Link](https://x.com/datarade/status/1673746627536773140) 2023-06-27T17:34Z 27.5K followers, [--] engagements "Americans eat bird food basically. FSMA enforcement cant come soon enough" [X Link](https://x.com/datarade/status/1674519919545679875) 2023-06-29T20:47Z 28.5K followers, [----] engagements "@adamscrabble Not trump or Desantis Biden but if Biden falls then Newsom is all systems go. My gamble" [X Link](https://x.com/datarade/status/1674557884594528259) 2023-06-29T23:20Z 28.5K followers, [----] engagements "There's a whole slew of people who never built a successful company but have built VERY successful brands around how to make money and play tax arbitrage games. There's a slew of people who are billionaires you never hear from them. Most of the VC backed companies you" [X Link](https://x.com/datarade/status/1677383349667520520) 2023-07-07T18:27Z 28K followers, [----] engagements "@DeepThroatIPO @RetirementRight Every generation has its gripes and also its appreciations. I for one will continue to heed the advice of my elders because it is free money and unhappiness avoidance guarded by tens of years of scars and mistakes shared freely. In aggregate my "older" crew has been" [X Link](https://x.com/datarade/status/1677974914052046848) 2023-07-09T21:06Z 28.1K followers, [----] engagements "What do you notice about the areas with the most car thefts in the USA" [X Link](https://x.com/datarade/status/1678356552590213121) 2023-07-10T17:45Z 28.5K followers, [----] engagements "LOLZ this is hilarious I wanna meet this dude. He says $420M liquid. What's his PE firm When was he board member When was snapchat founded This is next level psy-op level trolling" [X Link](https://x.com/datarade/status/1678526247091986432) 2023-07-11T02:06Z 28.5K followers, 66.9K engagements "50% of US GDP is gonna be gov't expenditure. We're gonna be a lot like Europe we're pretty much there. We decided to license skilled labor and cartelize industries in the USA. Over the course of a few decades we went from [--] out of [--] jobs needing licensure to [--] out of [--]. In" [X Link](https://x.com/datarade/status/1678718310232276992) 2023-07-11T10:51Z 28.5K followers, [----] engagements "If you'd bought Insperity $NSP in [----] you'd be up 96x" [X Link](https://x.com/datarade/status/1678890266151772160) 2023-07-11T22:13Z 30.4K followers, [----] engagements "I think we're gearing up for another natural gas bull run. ;) I'm going to slowly accumulate $UAN and be watching $FCG" [X Link](https://x.com/anyuser/status/1679061467465760768) 2023-07-12T09:33Z [--] followers, [----] engagements ""want to understand the universe" *only hiring in SFBA" [X Link](https://x.com/datarade/status/1679165411936415746) 2023-07-12T16:27Z 27.5K followers, [----] engagements "The CEO of @mydukaanapp wants more dog treats because he's having to fend off all the haters" [X Link](https://x.com/datarade/status/1679178368942587941) 2023-07-15T05:23Z 28.5K followers, 66.9K engagements "@LauraLoomer @RonDeSantis Ron Desantis is doing a measly 70k views/month. Trump is doing 500k views/month" [X Link](https://x.com/datarade/status/1680924082177490944) 2023-07-17T19:40Z 28.5K followers, [----] engagements "One of my mentors is an elderly lady in her 70's with grandchildren and children. No college education and barely finished high school. Didn't speak English when she arrived to the states. She built a $250M+ small business empire from scratch and used minimal bank and private financing to take the big risks. I met her at a small cafe and grocery where I get some Arab and Indian ingredients in Miami. I asked to pet her dog. I kept seeing her and her dog there and the dog started running up to me. At some point she started asking me about Indian food so I showed her the recipes and invited her" [X Link](https://x.com/anyuser/status/1681616638364250113) 2023-07-19T10:47Z 30.3K followers, 42.7K engagements "Watching $ABNB is intriguing" [X Link](https://x.com/datarade/status/1682144852438405120) 2023-07-20T21:46Z 29.6K followers, [----] engagements "San Francisco is on a doom loop not because people are moving. It's on a doom loop because the ballot initiatives are like poison to the system" [X Link](https://x.com/datarade/status/1683624867218837505) 2023-07-31T16:20Z 28.5K followers, [----] engagements "Paper menus QR code menus Im trying to unplug when I eat. Not look at the notifications" [X Link](https://x.com/datarade/status/1683906262767894557) 2023-07-25T18:44Z 27.7K followers, [----] engagements "California and San Francisco suffers from an Initiative Industrial Complex. A majority of voters can permanently change the state constitution by passing initiatives. This is the underpinnings of the "doom loop."" [X Link](https://x.com/datarade/status/1685287350060867584) 2023-07-29T13:53Z 27.5K followers, [--] engagements "Beanie Babies were how you moved more than 100K USD worth of Yuan out of China. When you see globally liquid thinly traded products valued at huge premiums always presume some form of Hawala Network" [X Link](https://x.com/datarade/status/1686352022302318592) 2023-08-01T12:43Z 28.5K followers, [----] engagements ""Net income attributable to Uber Technologies Inc. was $394 million which includes a $386 million benefit (pre-tax) primarily due to net unrealized gains related to the revaluation of Ubers equity investments." Remember when certain haters in the press said $Uber would never be profitable What are the haters getting wrong today because of their blind hatred of entrepreneurs capitalism and wealth Uber: $1b+ free cash flow & massively profitable this past quarter 📈😂 Remember when certain haters in the press said $Uber would never be profitable What are the haters getting wrong today because" [X Link](https://x.com/datarade/status/1686676933906477056) 2023-08-02T09:54Z 29.7K followers, [----] engagements "SFs Doom Loop" [X Link](https://x.com/datarade/status/1687145718677479444) 2023-08-03T17:00Z 28.5K followers, [---] engagements "One way to increase battery life of a Macbooks is to encourage the 25M Software developers on the planet to embrace WebAssembly" [X Link](https://x.com/datarade/status/1687208625205592064) 2023-08-03T21:07Z 28.5K followers, [----] engagements "Risk on risk on risk. Hurricanes Fires Nat gas bull run prep Riots Strikes Should get wild" [X Link](https://x.com/datarade/status/1687717225539477504) 2023-08-05T06:48Z 30.4K followers, [----] engagements "NGMI if you've been building a venture backed tech company for [--] years but you got financially outperformed by IPV4 address assignment ownership $UAN (manure alternative) $CWST (Garbage)" [X Link](https://x.com/datarade/status/1688152204828434432) 2023-08-06T11:37Z 30.3K followers, [----] engagements "The entire SFBA is gutted. Vacancy rates plus balance sheet decline. Tourism below pre-pandemic levels by the following %'s San Jose - 51% below San Francisco - 33% below In [----] San Francisco International Airport had [--] weekly nonstop flights to mainland China. Now" [X Link](https://x.com/datarade/status/1688317753323634688) 2023-08-07T01:43Z 28.5K followers, [----] engagements "@theyhatemetoo @typesfast It is taxed. Sackler family doom loop" [X Link](https://x.com/datarade/status/1689230545748692993) 2023-08-09T11:02Z 28K followers, [---] engagements "Twilio was never a profitable endeavor. Uber was never a profitable endeavor. DoorDash was never a profitable endeavor. GrubHub was never a profitable endeavor. You were early there took your vig on the pension and institutional money that was dumped in and retail was hurt. Infobip & Nextiva are bootstrapped and profitable. Y'all just a bunch of white collar scammers don't expect me to respect you because you have those proper nouns in your profile and dumped on retail via the low interest rate phenomena. "Ex-pension scammer" is all I see" [X Link](https://x.com/datarade/status/1689243236802465792) 2023-08-09T11:52Z 29.7K followers, 10.3K engagements "The Brits killed 100M+ Indians. We infiltrated with butter chicken joints and told yall that youre eating indian food made ya fat and happy and now we own the positions of power" [X Link](https://x.com/datarade/status/1689417226426691584) 2023-08-09T23:23Z 28.5K followers, [----] engagements "FormPF filing requirements have shifted for private funds above $100M. Very few people are paying attention to this. Gonna be onerous and liable to be running large funds. Transparency is coming" [X Link](https://x.com/datarade/status/1689614070830297088) 2023-08-10T12:26Z 28.5K followers, [----] engagements "I work in private equity and venture capital and get paid above market management and performance fees for below public market performance" [X Link](https://x.com/datarade/status/1689848161257324545) 2023-08-11T03:56Z 28.5K followers, [----] engagements "Ask even [--] of them to tell you the budget and as well the latest ballot propositions in the state of California. Civil activism requires legalese digestion. You can hear the whoosh as pensioned W2's duke it out with 1099's whilst ballot initiative doom loop hell arrives" [X Link](https://x.com/datarade/status/1689867459652710400) 2023-08-11T05:12Z 28.5K followers, [----] engagements "Some SFBA realities at the moment: - Golden gate bridge toll revenue down 30% from prepandemic levels - Valencia Street evacuated and virtually empty - Nordstrom's leaves - Williams Sonoma Leaves - Pier [--] emptying out - USPS key stolen impacting entire zip code - San Jose - [---] vacant retail locations - Louis Vitton & Gucci - leaving - Robot deliveries robbed - Meta Leaves downtown office location - Weekly SF international flights w/ China gone from [--] to [--] - AirBNB leaving - [--] hotels going under foreclosure (they only have [---] hotels total) - Caltrain running at 40% ridership of" [X Link](https://x.com/datarade/status/1689982484438519808) 2023-08-11T12:49Z 28.5K followers, [----] engagements "SF has a doom loop tour for [--] bucks where they take you to all the broken parts of the city" [X Link](https://x.com/datarade/status/1690280272170799104) 2023-08-12T08:33Z 28.5K followers, [--] engagements "I have the theory that everything west of San Antonio in the USA will have a massive reduction in population in the next [--] years. There's more than enough evidence to suggest that 70M people across [--] states and their leaders will reach a conclusion on water rights or will reach enough coordination to efficiently manage water" [X Link](https://x.com/datarade/status/1690396831170121728) 2023-08-12T16:16Z 28.5K followers, 30.9K engagements "@brianbreslin Marginally. Power won't get cheaper though. Ag consumes majority of water and the top [--] water consuming crops are forecasted for 8%-15% CAGR. All or most industrial processes require desalinated water and it costs 10-14 KWH/1000 gallons for desal. Doom loop when you start" [X Link](https://x.com/datarade/status/1690408251345477632) 2023-08-12T17:01Z 28K followers, [--] engagements "@jnconkle Yep go look at the growth rate of that produce and farmland price alternative for high haney test soil. You'll find that they'll evacuate to other geos if price of water goes too high. Soil becomes irrecoverable on any relevant timeline for re-farming" [X Link](https://x.com/datarade/status/1690586966243360768) 2023-08-13T04:51Z 28.5K followers, [----] engagements "@jnconkle Hydrology doom loop" [X Link](https://x.com/datarade/status/1690587127778521088) 2023-08-13T04:52Z 29.7K followers, [---] engagements "For every [--] liter of desalinated water produced there's [---] liters of briney water. (Sometimes more). Doom loop" [X Link](https://x.com/datarade/status/1690603768516141056) 2023-08-13T05:58Z 29.7K followers, [----] engagements "Imagine living your whole life as a VC without having generated more shareholder return and liquidity than garbage $CWST and manure alternative $UAN" [X Link](https://x.com/datarade/status/1690612746415398912) 2023-08-13T06:34Z 30.3K followers, [----] engagements "@Theacqguy Got sold for 44M. Not a steal. SF doom loop" [X Link](https://x.com/datarade/status/1690754396437549056) 2023-08-13T15:57Z 28.5K followers, [--] engagements "If you have a family and your employer is asking you to live in NYC LA or SF this usually means they don't care much about you" [X Link](https://x.com/datarade/status/1690795776929046528) 2023-08-13T18:41Z 28.5K followers, [----] engagements "All VC's got outperformed by Monster energy drink. Kinda nuts" [X Link](https://x.com/datarade/status/1691033169649115136) 2023-08-14T10:25Z 27.5K followers, [----] engagements "On January 1st [----] a new regulation kicks in called the IRA methane fee" [X Link](https://x.com/datarade/status/1691108064995557377) 2023-08-14T15:22Z 28.5K followers, [----] engagements "WeWork + Hudson Yards apocalypse coming soon. Remember Equinox and Hudson Yards are both owned by the Related Companies too. The Related Companies' - which owns cap rates are not immune to insurance Oil+Gas and Labor price increases" [X Link](https://x.com/datarade/status/1691477419738202113) 2023-08-15T15:50Z 28.5K followers, [----] engagements "If you're a healthcare startup investor that can't beat $UNH then you're failing hard. 10x from [----] onwards" [X Link](https://x.com/datarade/status/1691491438947708945) 2023-08-15T16:46Z 28.5K followers, [----] engagements "@pitdesi what's the why and how of how they're cheaper VC funded underwriting" [X Link](https://x.com/datarade/status/1691938037511446731) 2023-08-16T22:20Z 28.5K followers, [----] engagements "@moo9000 Unbearable pricing doesn't work in high interest rate environments. I have puts on $DDOG I wish I could buy puts on Algolia. Long live viable open source business models" [X Link](https://x.com/datarade/status/1692089736481972371) 2023-08-17T08:23Z 28.5K followers, [--] engagements "Section [---] of the John McCain act imputes the Govt doesnt want to foot the digital storage bill for tracking everything. Driverless aint happening on any productive timeline. Driverless also destroys a citys ability to forecast W2 tax revenues. It has political firewalls against adoption" [X Link](https://x.com/datarade/status/1692106833043861802) 2023-08-17T09:31Z 28.5K followers, [----] engagements "California has a [--] year permanency on its doom loop. It is a battle of the Pensions of Public Employees vs. The Taxed Few. IYKYK" [X Link](https://x.com/datarade/status/1692274198335336608) 2023-08-17T20:36Z 28.5K followers, [----] engagements "Hes doing everything necessary to get into Ivy League school. Hes running circles around the GOP candidates" [X Link](https://x.com/datarade/status/1692483913745096925) 2023-08-18T10:29Z 28.5K followers, [----] engagements "@haridigresses Use $GPN as the benchmark go" [X Link](https://x.com/datarade/status/1692523773705035977) 2023-08-18T13:08Z 27.9K followers, [---] engagements "Gonna tell my kids this was Barbie and Ken" [X Link](https://x.com/datarade/status/1692862378608623912) 2023-08-19T11:33Z 28.5K followers, [----] engagements "There's 50K Uber drivers in SF. Replace them with Cruise and the city generates a LOT less tax revenue per mile. (payroll etc.) It accelerates the doom loop of the city. Those drivers stop to eat at restaurants to eat and at grocery stores to run errands. Right now there's [---] driverless vehicles" [X Link](https://x.com/datarade/status/1692878943186034775) 2023-08-19T12:39Z 28.5K followers, [----] engagements "How things phase with the grid matter" [X Link](https://x.com/datarade/status/1693814908008243352) 2023-08-22T02:38Z 28.5K followers, [----] engagements "Vivek Ramaswamy becoming President would be hilarious" [X Link](https://x.com/datarade/status/1694059030224711798) 2023-08-22T18:48Z 29.5K followers, [----] engagements "@ID_AA_Carmack @elonmusk @jimkxa @DanielleFong Why I believe Webassembly scales nicely in a world of high dollar strength and section [---] of the John McCain act. LCOEs on solar are often miscalculated and dont take into account grid dynamics" [X Link](https://x.com/datarade/status/1694140038894731588) 2023-08-23T00:10Z 28.5K followers, [--] engagements "You're gonna see the US really start to feel the death of any future middle class with natural disasters. The risk will be "load balanced" with price increases on insurance prices across the entire USA" [X Link](https://x.com/datarade/status/1694325965055283610) 2023-08-23T12:29Z 28.5K followers, [----] engagements "Adam Neumann wanted to track fedramp'd gov't contractors and military personnel via the WeWork app for the Chinese and Israelis right That was the racket right Sam Altman's WorldCoin wants to sell eyeball data to gov'ts right" [X Link](https://x.com/datarade/status/1694355036493541711) 2023-08-23T14:24Z 28.5K followers, [----] engagements "Vivek is unrehearsed. Audience is okay with it b/c he's witty. Tamil can have as much as [--] suffixes added to a single root/stem He might be the only multilingual candidate on stage" [X Link](https://x.com/datarade/status/1694531328476148056) 2023-08-24T02:05Z 28.5K followers, [----] engagements "Zain that's how you launder copious amounts of dirty narco cash and other money into the ecosystem. Don't shit on your benefactor dear bitcoiner. Pretend for a second that LVMH is Ethereum and all the subsidiaries are really just ICOs to move money no airport checks the merch" [X Link](https://x.com/datarade/status/1694680364931780620) 2023-08-24T11:57Z 28.5K followers, [----] engagements "Benioff was able to somehow get the city purged of homeless people in certain areas for the SalesForce conference. $CRM" [X Link](https://x.com/datarade/status/1694746076115267886) 2023-08-24T16:18Z 28.5K followers, [---] engagements "Some good charts on real estate startups and sites. $OPEN $BETR" [X Link](https://x.com/datarade/status/1694894655844827253) 2023-08-25T02:09Z 28.5K followers, [----] engagements "Your insurance rates have only [--] direction to go. You're in the blast radius of risk" [X Link](https://x.com/datarade/status/1695049601496096812) 2023-08-25T12:24Z 29.6K followers, [---] engagements "And that my friends is why I have long dated puts on $SNOW. Read between the lines that's probably the power of databricks. Databricks is wiping the floor with $SNOW" [X Link](https://x.com/datarade/status/1695378576789647758) 2023-08-26T10:12Z 27.5K followers, [----] engagements "It looks like @instacart is migrating from @snowflakedb over to @databricks. Imagine how embarrassing it has to be if you have a board member at a company and that company still switches over to the competitor. I want to thank Frank Slootman for working hard to make my longdated puts on $SNOW have a fighting chance. Where should I mail the cake Lots to chew on in Instacart S-1 but was curious what people make of this. Their Snowflake bill was $13M $28M $51M in 2020/21/22. [----] bill will be $15M. Is that just "optimization" Did they migrate Is that indicative of the magnitude of optimizations" [X Link](https://x.com/datarade/status/1695379796560429499) 2023-08-26T10:16Z 29.6K followers, [----] engagements "Renewables policies" [X Link](https://x.com/datarade/status/1695558679515332734) 2023-08-26T22:07Z 28.5K followers, [---] engagements "You're not supposed to ask if Adam Neumann is ex Mossad if the tracking capabilities in its application were used to track US Fedramp'd gov't contractors or if most of the money into SoftBank was from Mainland China. Go tell an Israeli LP you're raising money to be a glorified landlord they'll laugh at you in the face. That's a diaspora that knows Cap Rates Real estate and finance well enough to call BS. So what was Adam Neumann actually What appears to be a venture backed company was probably just a cybersecurity op by foreign govt's to track specific Americans" [X Link](https://x.com/datarade/status/1695606693332164651) 2023-08-27T01:18Z 28.5K followers, [----] engagements "Thoughts I think there will be a gap up opening in NAT GAS WHAT DO YOU THINK GAS RIGS DOWN 🔥 BULLISH STORAGE REPORT 🔥 IMPROVING FUNDAMENTALS 🔥 FIRE NEAR LIQUEFIED NATURAL GAS SITE🔥 All factors are conducive for a ga up nat gas open I think there will be a gap up opening in NAT GAS WHAT DO YOU THINK GAS RIGS DOWN 🔥 BULLISH STORAGE REPORT 🔥 IMPROVING FUNDAMENTALS 🔥 FIRE NEAR LIQUEFIED NATURAL GAS SITE🔥 All factors are conducive for a ga up nat gas open" [X Link](https://x.com/datarade/status/1695798237712482586) 2023-08-27T13:59Z 29.7K followers, [----] engagements "What's more Anti-semitic than Adam Silver doing business with China - a country that throws Muslims in concentration camps" [X Link](https://x.com/datarade/status/1695866661751173500) 2023-08-27T18:31Z 28.5K followers, [----] engagements "Portland SF doom loop is gnarly" [X Link](https://x.com/datarade/status/1696644923523469618) 2023-08-29T22:04Z 27.5K followers, [--] engagements "Looks like Altimeter Capital and Berkshire Hathaway took a bit of a haircut on $SNOW. I have my longdated puts and can't wait for DataBricks's IPO" [X Link](https://x.com/datarade/status/1696899110282948861) 2023-08-30T14:54Z 29.6K followers, [----] engagements "We already do have a society that venerates engineering and STEM prowess. I think we need to send @ADoricko on a flight to Andhra Pradesh and Tamil Nadu. How to make more great men: reinforce the fact that dudes rock and then glamorize the ones that do. @ADoricko on the pod this week https://t.co/8J5NeR540s How to make more great men: reinforce the fact that dudes rock and then glamorize the ones that do. @ADoricko on the pod this week https://t.co/8J5NeR540s" [X Link](https://x.com/datarade/status/1697011386142818586) 2023-08-30T22:20Z 29.7K followers, [----] engagements "San Francisco [----] $520M in transfer tax revenue [----] $186M in transfer tax revenue 64% drop" [X Link](https://x.com/datarade/status/1697233001350898090) 2023-08-31T13:00Z 28K followers, [----] engagements "Vivek Ramaswamy is generating thousands of hours of video by seemingly going on EVERY single podcast he's invited to. He knows how to work the "algorithm."" [X Link](https://x.com/datarade/status/1697239252826833309) 2023-08-31T13:25Z 28.5K followers, [----] engagements "Has anyone ever met a cardano developer I've heard there's only 20" [X Link](https://x.com/datarade/status/1697646267340402918) 2023-09-01T16:23Z 27.5K followers, [----] engagements "It is a doom loop. Most of the money pushed into these AI startups comes from VC's. The VC's get their money from pension funds. Pension funds are short a lot. It's a self inflicted gunshot wound especially when the AI companies have Pension-VC funded customers" [X Link](https://x.com/datarade/status/1697718627087122869) 2023-09-01T21:10Z 28.5K followers, [----] engagements "Is there a blockchain that could do this many transactions" [X Link](https://x.com/datarade/status/1697755643241710024) 2023-09-01T23:37Z 28.5K followers, [----] engagements "Could Vivek be the best guy at the negotiating table for the GOP to balance out the unreasonable or improperly prioritized GOP initiatives after the democrats win Bigger question is the GOP a vestigial structure now" [X Link](https://x.com/datarade/status/1697800383291158862) 2023-09-02T02:35Z 28.5K followers, [----] engagements "@kirillzubovsky California's ballot initiative proposition process is the lynchpin issue unless resolved California remains in a doom loop. Bad ballot initiatives take 24-48 months or more to resolve with a new ballot initiative. Congressional folks can't amend bad ballot initiatives" [X Link](https://x.com/datarade/status/1697999604371914833) 2023-09-02T15:47Z 27.7K followers, [--] engagements "Once you do remote work you never really want to go back unless your home environment isn't designed for remote work" [X Link](https://x.com/datarade/status/1698027057198825634) 2023-09-02T17:36Z 28.5K followers, [----] engagements "For America to really win we have to boot the self storage VC private equity real estate CPA "roll up" REIT management and carry "opportunity zone" investor tax gymnastics types and fund real raw industrialists. You might ask what is an industrialist I have a more refined technical definition I think an industrialist is someone who: - Uses less energy/process / reducing the farm to fork cost per kwh of a process or input cost into a product - Reduces the industrial geological and chemical footprint of a process or product creation - Enables something truly unprecedented" [X Link](https://x.com/datarade/status/1698031296520335374) 2023-09-02T17:53Z 27.5K followers, 12.3K engagements "When do you think SalesForce will announce that @salesforce will be moving their @Dreamforce conference to another city" [X Link](https://x.com/datarade/status/1698081093067395294) 2023-09-02T21:10Z 27.5K followers, [---] engagements "Name a startup in the last [--] years that became a house hold name and is viably profitable. You see the majority of the VC racket was a game of "hot potato" between pensions taxpayers VCs Private Equity folks and Hedge funds. Socialized losses" [X Link](https://x.com/datarade/status/1698103918838821361) 2023-09-02T22:41Z 27.5K followers, 11.4K engagements "@Molson_Hart Stripe still isn't productively profitable for the amount of capital invested. You could have bought $GPN with better results. See the EPS. Stripe was founded in [----] and raised $9.21B. over [--] rounds. Their market cap is $45Bn-$50Bn" [X Link](https://x.com/datarade/status/1698106936783262106) 2023-09-02T22:53Z 29.5K followers, [----] engagements "@WTjern It would not have been. They are a dominant supply chain player with clear growth metrics even then. I know one VC LP who is competent in supply chain engineering in particular who made the boatload of his money on $MANH and then dumped into venture recently" [X Link](https://x.com/datarade/status/1698110314791784533) 2023-09-02T23:07Z 29.6K followers, [---] engagements "@tinfoilmask They do they raise those interest rates up. :) :)" [X Link](https://x.com/datarade/status/1698116211249234386) 2023-09-02T23:30Z 27.5K followers, [--] engagements "Burning Man 2023" [X Link](https://x.com/datarade/status/1698119501974270458) 2023-09-02T23:43Z 29.7K followers, [----] engagements "Burning Man 2023" [X Link](https://x.com/datarade/status/1698119757231239526) 2023-09-02T23:44Z 28.5K followers, [----] engagements "Burning Man [----]. Stay safe y'all" [X Link](https://x.com/datarade/status/1698120292227305760) 2023-09-02T23:46Z 28.5K followers, [----] engagements "Go out and please buy and use Teslas wind turbines and solar panels. Eat lots of corn too. I want my $UAN to pay monster dividends" [X Link](https://x.com/datarade/status/1698326174982602757) 2023-09-03T13:24Z 28.5K followers, [----] engagements "Ahh Fuck if theyre gonna pull a Marburg virus racket. Brace yourselves" [X Link](https://x.com/datarade/status/1698352171278909923) 2023-09-03T15:08Z 28.5K followers, [----] engagements "California lives in ballot initiative hell doom loop. To be effective this would have had to be done outside of California. 🤷🏽♂" [X Link](https://x.com/datarade/status/1698353662337163362) 2023-09-03T15:14Z 28.5K followers, [----] engagements "Every founder pitching you quantum fusion and hydrogen is usually a scammer" [X Link](https://x.com/datarade/status/1698739193696993551) 2023-09-04T16:45Z 28.5K followers, [----] engagements "The hydrogen myth" [X Link](https://x.com/datarade/status/1698831907985723593) 2023-09-04T22:54Z 28.5K followers, [----] engagements "Google Meta VMWare and Redhat all moved their annual conferences out of San Francisco. I would be surprised if Dreamforce happens there next year" [X Link](https://x.com/datarade/status/1698851173808136538) 2023-09-05T00:10Z 27.5K followers, [----] engagements "Is carrying a balance sheet of US W2s worth all the risk when you can upsource by going abroad" [X Link](https://x.com/datarade/status/1699018682993725902) 2023-09-05T11:16Z 28.6K followers, [----] engagements "Just raise the price of every good sold to the USA by 10-20 cents and do the currency manipulation game and they should be fine How does this work anyways Someone plz explain" [X Link](https://x.com/datarade/status/1699056179073499214) 2023-09-05T13:45Z 28.5K followers, [----] engagements "Softbank is a CCP subsidiary and should not control American food supplies and drug data. Block the transaction" [X Link](https://x.com/datarade/status/1699202116672278760) 2023-09-05T23:25Z 28.5K followers, [----] engagements "Imagine the CCP knowing every drug you're taking That's what happens with them buying Kroger's and Albertsons. Someone raise a flag plz and call up your uncle in Montauk and get this thing blocked" [X Link](https://x.com/anyuser/status/1699203444395901348) 2023-09-05T23:30Z 30.3K followers, 46K engagements "That feeling when you realize a garbage company literally outperformed Twilio" [X Link](https://x.com/datarade/status/1699204346045468699) 2023-09-05T23:34Z 27.5K followers, [----] engagements "Read this to see how SoftBank is a CCP subsidiary" [X Link](https://x.com/datarade/status/1699207714054767063) 2023-09-05T23:47Z 28.5K followers, [----] engagements "How to wreck the oligarchy: - Buy ag exempt land - Avoid all cryptocurrencies - Invest for the long term in quality local businesses and microcaps with low institutional ownership - Unsubscribe from consumer subscription (things like amazon netflix spotify etc.) - Avoid all luxury goods - Move from a blue state to a low tax red state - Go to a remote office and get rid of your W2's and Upsource to talent in other countries - Push your clothes and cars to their full lifespan - Avoid starting businesses with W2 employees onshore - Avoid all processed foods - buy local and organic when and if" [X Link](https://x.com/anyuser/status/1699536706829963651) 2023-09-06T21:35Z 30.3K followers, 57.6K engagements "What are some micro caps with 9-10 years of profitable quarters a dividend payout and no insider selling for the same duration" [X Link](https://x.com/datarade/status/1699727230086082841) 2023-09-07T10:12Z 28.5K followers, [----] engagements "Texas needs to kick out the Bitcoin miners" [X Link](https://x.com/datarade/status/1699776851042771180) 2023-09-07T13:29Z 28.5K followers, [---] engagements "Im a fan of @lulumeservey. Breaks down PR into a science instead of I have a lot of relationships because people like my british or Australian accent and PR is a deep fine art and it is deeply special but I cant guarantee you any backlinks as a PR firm but Ill charge you an arm and a leg" [X Link](https://x.com/datarade/status/1699949708821573650) 2023-09-08T00:56Z 27.9K followers, [----] engagements "Not if you wanna get paid. $uan Look at the EPS and price over time vs bond rate" [X Link](https://x.com/datarade/status/1699969424298475873) 2023-09-08T02:14Z 28.5K followers, [----] engagements "OpenAI breaking at the seams on a doom loop of non productive new training about to be rekt by the availability of open source software and sub linear deep learning cost cuts. The best of OpenAI will be commoditized and reverse engineered for specific applications that are profitable" [X Link](https://x.com/datarade/status/1699980922399908290) 2023-09-08T03:00Z 28.5K followers, [----] engagements "Longdated puts because I think CTOs are smart enough to not get locked into Frank Slootman's $SNOW @SnowflakeDB contracts. Keep in mind Snowflake adds pass through costs to their revenue. Basically the cloud costs. @databricks is giving an open source thrashing to Snowflake" [X Link](https://x.com/datarade/status/1700026201337688356) 2023-09-08T06:00Z 27.6K followers, [---] engagements "The CCP can see what drugs you take" [X Link](https://x.com/datarade/status/1700164329440518375) 2023-09-08T15:08Z 28.5K followers, [----] engagements "We dont forget" [X Link](https://x.com/datarade/status/1700499385895800860) 2023-09-09T13:20Z 28.5K followers, [----] engagements "I searched $ABNB for "New York City October 1-31" and there's only [---] listings" [X Link](https://x.com/datarade/status/1700594043296641116) 2023-09-09T19:36Z 28.5K followers, [--] engagements "Have studied founders and billionaires(not on forbes list) across decades. "Just wanna make money" = high interest rates "I dream of building empire and attaching my name to it." = low interest rates Sometimes it is a bit of both" [X Link](https://x.com/datarade/status/1700631270189896025) 2023-09-09T22:04Z 28.5K followers, [----] engagements "Remote Jobs aren't slowing down they're gaining in popularity" [X Link](https://x.com/datarade/status/1700670514371408233) 2023-09-10T00:40Z 29.7K followers, [----] engagements "Let's be very very clear here. There's nothing that Americans did that Indians could not fathom the opposite isn't true. Indian technocracy enabled American chemical engineering aerospace engineering and more. STEM candidates born bred and raised in India had to come over to the USA to show the Americans how to wrangle in hard tech. Try going into any US STEM field without bumping into South Indians from Andhra Tamil Nadu or Telangana. Good luck" [X Link](https://x.com/datarade/status/1700897335947997229) 2023-09-10T15:41Z 28.5K followers, [----] engagements "@robsaker I was thinking I could be chief entertainment officer at DataBricks. Plz submit my memes as an application" [X Link](https://x.com/datarade/status/1700905349329371510) 2023-09-10T16:13Z 28.5K followers, [--] engagements "@benmagelsen You deal with volatility on: - Labor - Construction Material Costs - Insurance Rates" [X Link](https://x.com/datarade/status/1700937985997295668) 2023-09-10T18:23Z 29.7K followers, [--] engagements "@benmagelsen The forward low interest rate decade will be different than the prior ones" [X Link](https://x.com/datarade/status/1700938139634708803) 2023-09-10T18:23Z 28.5K followers, [--] engagements "@mttgrmm @garrytan @chamath @socialcapital Maybe we should all send letters to the SEC to investigate Chamath's Spacpocalypse" [X Link](https://x.com/datarade/status/1701001331870478662) 2023-09-10T22:34Z 28.5K followers, [----] engagements "Americans probably wont know how to mine it. MolyCorp [---]. History gives us lessons the art and science of lithium mining isnt easy" [X Link](https://x.com/datarade/status/1701217853033025988) 2023-09-11T12:55Z 27.5K followers, [----] engagements "If you were in NYC when 9/11 happened. What do you remember" [X Link](https://x.com/datarade/status/1701440053216420031) 2023-09-12T03:38Z 28.5K followers, [----] engagements "Most private equity shops are mediocre. This outcome is an exception and not the norm" [X Link](https://x.com/datarade/status/1701571456184795474) 2023-09-12T12:20Z 27.5K followers, [----] engagements "Almost a perfect storm for $UAN. I'll be buying more on the way down not knowing when the bottom is. There's no rush. Gonna be a bit painful but the dividend should ease some of that" [X Link](https://x.com/datarade/status/1701967961433534472) 2023-09-13T14:35Z 27.9K followers, [--] engagements "Can't make this sh** up" [X Link](https://x.com/datarade/status/1701988627989905443) 2023-09-13T15:58Z 29.7K followers, [----] engagements "For all the talk of the "end of Oil & Gas" etc we are about to see a natural gas denominated debt squeeze in the trillions. Will wipe out developing countries gonna be horrific" [X Link](https://x.com/datarade/status/1702011541380276248) 2023-09-13T17:29Z 27.5K followers, [----] engagements "The cartel of companies coming for @datadoghq 's jugular is exciting to watch. @honeycombio @SignozHQ @OpenObserv @hyperdxio I have longdated puts on $DDOG. These companies all have viable growth rates" [X Link](https://x.com/datarade/status/1702066593285493139) 2023-09-13T21:07Z 28.5K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@datarade KumarKumar posts on X about money, israel, india, cloudflare the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance countries stocks technology brands social networks cryptocurrencies #5200 celebrities travel destinations currencies automotive brands
Social topic influence money, israel, india, cloudflare, insurance, china, private equity, twitter, $trak, if you
Top accounts mentioned or mentioned by @adamscrabble @realpeteyb123 @michaelguimarin @cloudflare @grok @eastdakota @deepthroatipo @anasalhajji @ajacortes @fineconglobal @joshuasteinman @cernovich @alpacahq @databricks @briannorgard @dok2001 @alderlaneeggs @opendoor @aerosmith992 @datadoghq
Top assets mentioned Cloudflare, Inc. (NET) Opendoor Technologies Inc Common Stock (OPEN) Powell Industries Inc (POWL) Bitcoin (BTC) Rocket Lab USA, Inc. Common Stock (RKLB) On Holding AG (ONON) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Starbucks Corporation (SBUX) Uber Technologies, Inc. (UBER) Alpha Metallurgical Resources, Inc. (AMR) Chipotle Mexican Grill, Inc. (CMG) Nike Inc (NKE) Snowflake Inc. (SNOW) Datadog Inc (DDOG) Microsoft Corp. (MSFT) GrokCoin (GROKCOIN)
Top posts by engagements in the last [--] hours
"There's always an untold hidden history of every startup. @turo knowningly facilitated human and drug trafficking with weak KYC and AML in the early days. Airbnb breaks the laws in so many states. @uber tracked cops in all [--] states and globally too. @paypal launders lots"
X Link 2022-08-11T08:02Z 29.7K followers, [--] engagements
"This could genuinely be a scene from the Office"
X Link 2022-08-22T18:50Z 30.3K followers, 368.6K engagements
"But I paid so much in cleaning fees. fail. $ABNB"
X Link 2022-10-19T03:06Z 29.7K followers, [--] engagements
"This would mean simple things like: - Adopting natural gas vehicle infrastructure in the mecca of natural gas. - Tax rebates for triple pane argon windows and high efficiency nat gas furnaces - Enforce reasonable non-onerous CAFE standards"
X Link 2022-10-20T03:19Z 29.7K followers, [--] engagements
"- Get rid of the IRS's 6000-pound vehicle tax deduction - Enforce European health and safety standards on the [--] fragrances and materials not allowed in their countries. We shouldn't allow them here. Source @DrSkotnicki"
X Link 2022-10-20T03:19Z 29.7K followers, [--] engagements
"Stripe let go of 14% of employees. Lyft let go of 14% of employees. Twitter will let go of 50% of employees. Morgan Stanley to do layoffs. Kirkland and Ellis is doing layoffs. Intel Umpqua Picasa Gem Zillow Oracle Layoffs are happening galore. Gonna be wild"
X Link 2022-11-03T16:32Z 30.4K followers, [---] engagements
"How low do you think October [--] will go I"m guessing right around $625Bn-$640Bn"
X Link 2022-11-03T18:35Z 30.1K followers, [--] engagements
"TBH I wouldn't touch $EB or $LYV with a [--] foot stick after going to events that leverage @TicketFairy software. Not a big event goer but the experience is palpably different"
X Link 2022-12-11T17:22Z 29.7K followers, [--] engagements
"https://x.com/i/spaces/1YqJDoVgWQBGV https://x.com/i/spaces/1YqJDoVgWQBGV"
X Link 2023-01-01T16:45Z 29.7K followers, [----] engagements
"http://www.dentwireless.com/ http://www.dentwireless.com/"
X Link 2023-01-01T17:12Z 29.7K followers, [----] engagements
"Ya know @box raised $384.43M before going public in [----] according to Their market cap [--] years later is $4.5B. They've had dismal economic performance for years. (Source: https://www.smartcompany.com.au/startupsmart/advice/startupsmart-growth/box-a-capital-raising-journey/ http://SmartCompany.com https://www.smartcompany.com.au/startupsmart/advice/startupsmart-growth/box-a-capital-raising-journey/ http://SmartCompany.com"
X Link 2023-01-05T04:41Z 29.7K followers, [----] engagements
"If you had taken all your money and bought garbage and manure replacement companies you'd have outperformed them lols. $CWST & $UAN"
X Link 2023-01-05T04:41Z 29.7K followers, [----] engagements
"$TSLA vs. $BTC vs. $CWST vs. $META Ya should have bought Trash"
X Link 2023-01-17T05:22Z 30.3K followers, [----] engagements
"@DrCamRx He's not he dumps on retail. Opendoor raised a total of $1.9B. The total market cap is now $1.15B. Square and Paypal were successful b/c they facilitated untold quantities of money laundering and fraud with VC dollars to back them. (State sponsored crime)"
X Link 2023-02-24T06:17Z 29.7K followers, [---] engagements
"Masha Drokova Jeffrey Epstein's publicist. She ended up a VC and is in deals entangled with Sam Altman WorldCoin. Scam Altman is trying to dump on retail don't let him. MSFT's investment into OpenAI is the salvage value of losing Jedi Contract with US fed gov't. Few"
X Link 2023-02-24T22:11Z 29.7K followers, [----] engagements
"This is @mydukaanapp. They have one dude @mepiyushshah running SEO and raised $30M and spent it over [--] years-ish"
X Link 2023-02-27T03:55Z 29.7K followers, [----] engagements
"$SBNY @ericgarland @GreggSmith03 Signature Bank is and always has been Hapoalim private bank https://t.co/4bh74FJfrU @ericgarland @GreggSmith03 Signature Bank is and always has been Hapoalim private bank https://t.co/4bh74FJfrU"
X Link 2023-03-09T18:42Z 29.7K followers, [---] engagements
"Oh @AlderLaneEggs on $SBNY. This sound bite though. Whoa whoa"
X Link 2023-03-09T21:36Z 29.7K followers, [----] engagements
"Gulp 😳 $sivb"
X Link 2023-03-09T22:09Z 29.7K followers, [----] engagements
"You cannot make this shit up. $sivb"
X Link 2023-03-11T18:05Z 29.7K followers, [----] engagements
"All you motherf***ing VCs are telling me you thought it was a good idea to put your money with this clown. $sivb"
X Link 2023-03-11T18:27Z 29.7K followers, [----] engagements
"Compare the financials of $LDOS vs. $PLTR. They are both gov't contractors"
X Link 2023-03-15T16:54Z 29.7K followers, [----] engagements
"I have puts on coinbase only because I think that CrossRiver has some weird stuff going on"
X Link 2023-03-29T14:26Z 29.7K followers, [----] engagements
"I know people at OpenAI they cofounded WorldCoin"
X Link 2023-03-30T02:16Z 29.7K followers, [----] engagements
"None of the real govt contractors take photos in front of Us flags and hype themselves. They stay behind the scenes. $ldos CEO isnt on twitter and wipes the floor with Silicon Valley cos"
X Link 2023-03-30T23:16Z 29.7K followers, [----] engagements
"It's pretty messed up but if anyone tells me they're building a battery company the first thing I look for is long indian last names. If I can't find one on the executive team I'm skeptical. I'm a shareholder in $ENVX. One of these days I'll hang out with Murali"
X Link 2023-04-03T03:50Z 30.2K followers, 11K engagements
"Look at the timestamps. I just walk dogs and they whisper to me. $MCB is fun to watch as a sign of things. (link from the screenshot) https://x.com/datarade/status/1590428879365120001s=20 Im being told that USDC is at risk as is Silvergate and Circle. Tread carefully. Think of the contagion if what Im saying is true. https://x.com/datarade/status/1590428879365120001s=20 Im being told that USDC is at risk as is Silvergate and Circle. Tread carefully. Think of the contagion if what Im saying is true"
X Link 2023-04-04T17:45Z 29.7K followers, [----] engagements
"I am more afraid of sugar than I am of pretty much anything the WorldCoin founder can create"
X Link 2023-04-07T22:15Z 29.7K followers, [----] engagements
"Im a sociopath and founder of WorldCoin"
X Link 2023-04-09T00:34Z 29.7K followers, [----] engagements
"California's problem will never be solved. There's people paying $3.9k in property taxes on $2.8M homes because of an antiquated well intentioned but horrific tax policy"
X Link 2023-04-09T17:09Z 30.3K followers, 123.2K engagements
"I love that Katherine Boyle blocked me after I pointed out that American Dynamism is nonsense with clear data. One of us has designed multiple indigenous 100M tonne throughput manufacturing facilities and the other hasn't. Shrug"
X Link 2023-04-10T05:58Z 29.7K followers, 17.3K engagements
"The founder of @databricks is building what appears to be a $200bn+ marketcap juggernaut raised $3bn+ and still teaches classes. I think $SNOW is gonna get schooled and as such have long puts. Calul bun se vinde n grajd. Few"
X Link 2023-04-19T18:02Z 29.7K followers, [----] engagements
"I have long puts on $DDOG. Ask around the tech ecosystem the company is not loved. They were founded in [----] and have never made positive net income"
X Link 2023-04-25T16:13Z 29.7K followers, [----] engagements
"The CEO of $DDOG has 268K shares. That's about $17M worth of shares in a company that has a market cap of $20bn. I have long puts. I'm just wondering how common is it for CEOs to have such low upside potential"
X Link 2023-04-25T16:29Z 29.7K followers, [----] engagements
"I bought puts on ZoomInfo because I believe the value of $ZI goes down as the number of data leaks increases"
X Link 2023-04-25T17:13Z 29.7K followers, [----] engagements
"Someone more sophisticated than me playing short term games. They might have their face ripped off on $DDOG will be interesting to observe. Curious on the logic here"
X Link 2023-04-26T15:30Z 29.7K followers, [----] engagements
"The CEO of $LDOS doesn't take photos with US gov't officials or in front of buildings and isn't on twitter. He does however bring in 700M+ in net income to the company each year. How's about all the American Dynamism CEOs Yeah exactly"
X Link 2023-05-01T08:21Z 29.7K followers, [----] engagements
"Looks like @Lennar and @TriPointeHomes got wrecked. $LEN"
X Link 2023-05-02T01:42Z 29.7K followers, [----] engagements
"New competitor to $ddog @datadoghq It is 9x cheaper than datadog"
X Link 2023-05-16T17:31Z 28.5K followers, [--] engagements
"I think the folks at $DDOG @datadoghq should be freaking out about this. Just waiting for Pranay to devise a hit list of DataDog's enterprise customers. 💰Recently there was an uproar in the tech community surrounding Coinbase's staggering $65mn subscription fees to DataDog. We thought what would be helpful for the dev community to bring more transparency in this space https://t.co/ZU4EVMTVm0 💰Recently there was an uproar in the tech community surrounding Coinbase's staggering $65mn subscription fees to DataDog. We thought what would be helpful for the dev community to bring more"
X Link 2023-05-18T12:28Z 29.7K followers, [----] engagements
"I think $PCYG becomes a juggernaut and will continue to accumulate. Someone out there said it has met the SaaS rule of [--] need to find the tweet. I think it is the Trinet+Insperity of the food supply chain. FSMA+FDA RULE [---] = Obamacare $PCYG of [----] = $UNH of [----] 2026"
X Link 2023-05-24T17:39Z 28.5K followers, [--] engagements
"Databricks @databricks is melting @SnowflakeDB in the enterprise. $SNOW Loving my longdated puts right around now"
X Link 2023-05-25T14:26Z 29.7K followers, [----] engagements
"Anyone on twitter have answers on his questions about adjuvants"
X Link 2023-05-25T22:56Z 27.9K followers, [--] engagements
". $DDOG @datadoghq https://www.reddit.com/r/devops/comments/11oh5j7/signoz_the_opensource_datadog_alternative/ https://www.reddit.com/r/devops/comments/11oh5j7/signoz_the_opensource_datadog_alternative/"
X Link 2023-05-26T15:49Z 29.6K followers, [---] engagements
"Nvidia is surging not because of AI but because it's a greenback boomerang stock. $NVDA Ask yourself who could pump $150 Bn into a company in [--] hours Tesla did the same thing. $TSLA To date the only person I've seen cover this phenomena is @deepthroatipo a CFA with massive street smarts who breaks down financial scheming. Some compiled quotes and links from @deepthroatipo that I think are relevant to the conversation about Nvidia. Kathie Wood made her living off of being in the blast radius of boomerang'd dollars. "The key to the boomerang is that the dollars stay in the Western financial"
X Link 2023-05-27T20:30Z 30.3K followers, 156.1K engagements
"Facebook could create pure havoc by having a twilio style [--] way user-authorized API like twilio for whatsapp. I imagine they haven't because they are growing the number of messages. The moment Whatsapp rolls out a twilio superior API it's game over for twilio and the 100+ other SMS APIS. 2.4Bn people use Whatsapp and it grows monthly"
X Link 2023-05-28T11:39Z 29.5K followers, [----] engagements
"Twilio hasn't produced net income for the last [--] years"
X Link 2023-05-28T11:41Z 29.5K followers, [----] engagements
"Everyone at $DOCU should be freaking the f*** out. Open source will crush. Keep your eyes on @documenso. [----] stars in less than [--] days. https://github.com/documenso/documenso https://github.com/documenso/documenso"
X Link 2023-05-31T17:47Z 29.5K followers, 32.8K engagements
"1/3rd of New York citys tax revenue comes from property tax. What happens when all the shadow foreign money vacant NYC building holders choose an alternative hiding spot for their capital in the USA Could it happen Unsure"
X Link 2023-06-01T12:37Z 29.5K followers, [----] engagements
"I think the best analogy for $PCYG (which I'll continue to accumulate) is: $PCYG [----] : $UNH [----] FSMA [----] : Obamacare/ACA [----] FSMA gets enforced on Jan [--] 2026"
X Link 2023-06-01T13:31Z 29.7K followers, [----] engagements
"@eyemightbewrong How much does $HOOD make off of its $76B in assets under custody I know for their cash deposits under custody they're probably making like 3% per annum or more. But for the assets - shares of the companies"
X Link 2023-06-01T13:50Z 29.7K followers, [---] engagements
"Watching @documenso beat up @DocuSign is hilarious. $DOCU. My long dated put(only one) might print. Anyhow will be fun to watch and not a big gamble"
X Link 2023-06-01T17:23Z 29.7K followers, [----] engagements
"Do brokerages make some sort of interest rate off of Assets under custody (obv. revenue from lending the assets and PFOF but I'm asking about for stocks/securities for example $HOOD has $77B in assets under custody - do they make some sort of overnight rate or something on this)"
X Link 2023-06-01T17:29Z 29.7K followers, [--] engagements
"Do any of y'all remember filecoin"
X Link 2023-06-01T17:43Z 29.6K followers, [----] engagements
"Hahaha I was heavily wrong on $sivb bailout. I have a long list of mis predictions Ill post them later this week"
X Link 2023-06-01T18:43Z 28.5K followers, [--] engagements
"Documenso is going to wreak havoc on $docu is my prediction and my reason for buying [--] longdated put. [----] GitHub stars and growing"
X Link 2023-06-05T01:10Z 28.5K followers, [--] engagements
"Watching an open source company @databricks absolutely obliterate $snow @SnowflakeDB is kind of a masterclass in open source invasions. Will see how these longdated puts perform. https://aitechinvesting.substack.com/p/databricks-and-the-future-of-data https://aitechinvesting.substack.com/p/databricks-and-the-future-of-data"
X Link 2023-06-05T12:20Z 29.7K followers, [---] engagements
"Our friends at $DDOG @datadoghq have viable competitors. - @OpenObserve - @SignozHQ - @hyperdxio It is 5x-10x cheaper than DataDog. Good lord. Now each is probably 150-300 days away from feature parity with DataDog"
X Link 2023-06-11T17:07Z 27.5K followers, [----] engagements
"How many Silicon Valley CTOs and backend developers missed out on investing in MongoDB It would have taken most of them 5-10 phone calls with peers at organizations using the software to know ripping it out is hard/ it comes with high switching costs"
X Link 2023-06-14T18:41Z 29.5K followers, [----] engagements
"So you invested in a VC that promised you 10x in [--] years and illiquidity but you could have just bought $MDB and you'd have 11x'd your money and remained liquid and as well borrowed against it for [--] years"
X Link 2023-06-16T00:59Z 29.6K followers, [---] engagements
"@Dovahkiin_69 I think Randall Fields is looking for a $5bn+ acquisition offer"
X Link 2023-06-16T01:02Z 28K followers, [--] engagements
"United Healthcare is a cartel. They're worth almost $500B in market cap. About 20% of US GDP is healthcare expenditure. US GDP is $23.2T So United Healthcare's market cap is $500B/$4600B = 12% of all that healthcare expenditure. Pretty solid regulatory capture"
X Link 2023-06-17T09:48Z 30.2K followers, [----] engagements
"@tjparker Come at me with data I'm going off metrics I have to illustrate a point of scale"
X Link 2023-06-17T15:24Z 30.2K followers, [---] engagements
"People at @SnowflakeDB should be worried about the open source Death Star that is @databricks coming for their jugular. Databricks is the preferred weapon of technocrats. I have longdated puts on $snow"
X Link 2023-06-18T13:18Z 29.5K followers, [----] engagements
"Take these things into consideration. You would not pump $10-$15Bn in 1-2 hours into $NVDA as an institution if you knew about the following: 1) ASML limitations - they only make a capped # of lithography machines per year - all semiconductor companies have capped valuation"
X Link 2023-06-18T15:10Z 28.5K followers, 24.3K engagements
"943 days is the countdown clock to FSMA enforcement on January [--] [----]. I have [---] days to continue buying $PCYG. I compare $PCYG to $UNH and FSMA to Obamacare/ACA. Obamacare/ACA was introduced on March [--] [----]. If you had purchased united healthcare for [--] years prior you'd have outperformed all or the vast majority of VC's on returns liquidity risk and cash flow. The FDA was sued for lack of FSMA enforcement and lost and now they're issuing warnings and onsite inspections. In January [--] [----] they will enforce FSMA it will require ingredients compliance track and trace and more. $PCYG has"
X Link 2023-06-22T06:58Z 29.6K followers, [----] engagements
"@0xrelativity Near protocol runs on was built by a Madrileo"
X Link 2023-06-23T08:53Z 28.5K followers, [--] engagements
"This is Jim Simons 84-year-old math genius the greatest quantitative hedge fund manager who constantly outperforms the markets. Net worth: $28.1 billion. The secret to his success isn't: - Waking up at 5am; - Intermittent fasting for mental clarity; - Meditating [--] minutes every day; - Ice baths to reduce inflammation; It might be: stuffs Russian mob cash in plastic bags "Yeah I use highly complex equations to find market inefficiencies.""
X Link 2023-06-23T11:22Z 30.4K followers, 25.5K engagements
"I always find it disturbing the degree to which Alex Jones predicted 9/11"
X Link 2023-06-27T10:32Z 30.3K followers, 64.1K engagements
"I wish I could have bought $TNET and $NSP years ago. They are a cartel. I now buy $PCYG - the food supply chain safety cartel. It is always wild to look at the before and after obamacare chart. Similarly it will be wild to look at the before and after FSMA chart"
X Link 2023-06-27T13:58Z 30.4K followers, [----] engagements
"Was the whole coup just the Wagner dude asking for a raise I got my education in Russian politics from playing call of duty"
X Link 2023-06-27T17:34Z 27.5K followers, [--] engagements
"Americans eat bird food basically. FSMA enforcement cant come soon enough"
X Link 2023-06-29T20:47Z 28.5K followers, [----] engagements
"@adamscrabble Not trump or Desantis Biden but if Biden falls then Newsom is all systems go. My gamble"
X Link 2023-06-29T23:20Z 28.5K followers, [----] engagements
"There's a whole slew of people who never built a successful company but have built VERY successful brands around how to make money and play tax arbitrage games. There's a slew of people who are billionaires you never hear from them. Most of the VC backed companies you"
X Link 2023-07-07T18:27Z 28K followers, [----] engagements
"@DeepThroatIPO @RetirementRight Every generation has its gripes and also its appreciations. I for one will continue to heed the advice of my elders because it is free money and unhappiness avoidance guarded by tens of years of scars and mistakes shared freely. In aggregate my "older" crew has been"
X Link 2023-07-09T21:06Z 28.1K followers, [----] engagements
"What do you notice about the areas with the most car thefts in the USA"
X Link 2023-07-10T17:45Z 28.5K followers, [----] engagements
"LOLZ this is hilarious I wanna meet this dude. He says $420M liquid. What's his PE firm When was he board member When was snapchat founded This is next level psy-op level trolling"
X Link 2023-07-11T02:06Z 28.5K followers, 66.9K engagements
"50% of US GDP is gonna be gov't expenditure. We're gonna be a lot like Europe we're pretty much there. We decided to license skilled labor and cartelize industries in the USA. Over the course of a few decades we went from [--] out of [--] jobs needing licensure to [--] out of [--]. In"
X Link 2023-07-11T10:51Z 28.5K followers, [----] engagements
"If you'd bought Insperity $NSP in [----] you'd be up 96x"
X Link 2023-07-11T22:13Z 30.4K followers, [----] engagements
"I think we're gearing up for another natural gas bull run. ;) I'm going to slowly accumulate $UAN and be watching $FCG"
X Link 2023-07-12T09:33Z [--] followers, [----] engagements
""want to understand the universe" *only hiring in SFBA"
X Link 2023-07-12T16:27Z 27.5K followers, [----] engagements
"The CEO of @mydukaanapp wants more dog treats because he's having to fend off all the haters"
X Link 2023-07-15T05:23Z 28.5K followers, 66.9K engagements
"@LauraLoomer @RonDeSantis Ron Desantis is doing a measly 70k views/month. Trump is doing 500k views/month"
X Link 2023-07-17T19:40Z 28.5K followers, [----] engagements
"One of my mentors is an elderly lady in her 70's with grandchildren and children. No college education and barely finished high school. Didn't speak English when she arrived to the states. She built a $250M+ small business empire from scratch and used minimal bank and private financing to take the big risks. I met her at a small cafe and grocery where I get some Arab and Indian ingredients in Miami. I asked to pet her dog. I kept seeing her and her dog there and the dog started running up to me. At some point she started asking me about Indian food so I showed her the recipes and invited her"
X Link 2023-07-19T10:47Z 30.3K followers, 42.7K engagements
"Watching $ABNB is intriguing"
X Link 2023-07-20T21:46Z 29.6K followers, [----] engagements
"San Francisco is on a doom loop not because people are moving. It's on a doom loop because the ballot initiatives are like poison to the system"
X Link 2023-07-31T16:20Z 28.5K followers, [----] engagements
"Paper menus QR code menus Im trying to unplug when I eat. Not look at the notifications"
X Link 2023-07-25T18:44Z 27.7K followers, [----] engagements
"California and San Francisco suffers from an Initiative Industrial Complex. A majority of voters can permanently change the state constitution by passing initiatives. This is the underpinnings of the "doom loop.""
X Link 2023-07-29T13:53Z 27.5K followers, [--] engagements
"Beanie Babies were how you moved more than 100K USD worth of Yuan out of China. When you see globally liquid thinly traded products valued at huge premiums always presume some form of Hawala Network"
X Link 2023-08-01T12:43Z 28.5K followers, [----] engagements
""Net income attributable to Uber Technologies Inc. was $394 million which includes a $386 million benefit (pre-tax) primarily due to net unrealized gains related to the revaluation of Ubers equity investments." Remember when certain haters in the press said $Uber would never be profitable What are the haters getting wrong today because of their blind hatred of entrepreneurs capitalism and wealth Uber: $1b+ free cash flow & massively profitable this past quarter 📈😂 Remember when certain haters in the press said $Uber would never be profitable What are the haters getting wrong today because"
X Link 2023-08-02T09:54Z 29.7K followers, [----] engagements
"SFs Doom Loop"
X Link 2023-08-03T17:00Z 28.5K followers, [---] engagements
"One way to increase battery life of a Macbooks is to encourage the 25M Software developers on the planet to embrace WebAssembly"
X Link 2023-08-03T21:07Z 28.5K followers, [----] engagements
"Risk on risk on risk. Hurricanes Fires Nat gas bull run prep Riots Strikes Should get wild"
X Link 2023-08-05T06:48Z 30.4K followers, [----] engagements
"NGMI if you've been building a venture backed tech company for [--] years but you got financially outperformed by IPV4 address assignment ownership $UAN (manure alternative) $CWST (Garbage)"
X Link 2023-08-06T11:37Z 30.3K followers, [----] engagements
"The entire SFBA is gutted. Vacancy rates plus balance sheet decline. Tourism below pre-pandemic levels by the following %'s San Jose - 51% below San Francisco - 33% below In [----] San Francisco International Airport had [--] weekly nonstop flights to mainland China. Now"
X Link 2023-08-07T01:43Z 28.5K followers, [----] engagements
"@theyhatemetoo @typesfast It is taxed. Sackler family doom loop"
X Link 2023-08-09T11:02Z 28K followers, [---] engagements
"Twilio was never a profitable endeavor. Uber was never a profitable endeavor. DoorDash was never a profitable endeavor. GrubHub was never a profitable endeavor. You were early there took your vig on the pension and institutional money that was dumped in and retail was hurt. Infobip & Nextiva are bootstrapped and profitable. Y'all just a bunch of white collar scammers don't expect me to respect you because you have those proper nouns in your profile and dumped on retail via the low interest rate phenomena. "Ex-pension scammer" is all I see"
X Link 2023-08-09T11:52Z 29.7K followers, 10.3K engagements
"The Brits killed 100M+ Indians. We infiltrated with butter chicken joints and told yall that youre eating indian food made ya fat and happy and now we own the positions of power"
X Link 2023-08-09T23:23Z 28.5K followers, [----] engagements
"FormPF filing requirements have shifted for private funds above $100M. Very few people are paying attention to this. Gonna be onerous and liable to be running large funds. Transparency is coming"
X Link 2023-08-10T12:26Z 28.5K followers, [----] engagements
"I work in private equity and venture capital and get paid above market management and performance fees for below public market performance"
X Link 2023-08-11T03:56Z 28.5K followers, [----] engagements
"Ask even [--] of them to tell you the budget and as well the latest ballot propositions in the state of California. Civil activism requires legalese digestion. You can hear the whoosh as pensioned W2's duke it out with 1099's whilst ballot initiative doom loop hell arrives"
X Link 2023-08-11T05:12Z 28.5K followers, [----] engagements
"Some SFBA realities at the moment: - Golden gate bridge toll revenue down 30% from prepandemic levels - Valencia Street evacuated and virtually empty - Nordstrom's leaves - Williams Sonoma Leaves - Pier [--] emptying out - USPS key stolen impacting entire zip code - San Jose - [---] vacant retail locations - Louis Vitton & Gucci - leaving - Robot deliveries robbed - Meta Leaves downtown office location - Weekly SF international flights w/ China gone from [--] to [--] - AirBNB leaving - [--] hotels going under foreclosure (they only have [---] hotels total) - Caltrain running at 40% ridership of"
X Link 2023-08-11T12:49Z 28.5K followers, [----] engagements
"SF has a doom loop tour for [--] bucks where they take you to all the broken parts of the city"
X Link 2023-08-12T08:33Z 28.5K followers, [--] engagements
"I have the theory that everything west of San Antonio in the USA will have a massive reduction in population in the next [--] years. There's more than enough evidence to suggest that 70M people across [--] states and their leaders will reach a conclusion on water rights or will reach enough coordination to efficiently manage water"
X Link 2023-08-12T16:16Z 28.5K followers, 30.9K engagements
"@brianbreslin Marginally. Power won't get cheaper though. Ag consumes majority of water and the top [--] water consuming crops are forecasted for 8%-15% CAGR. All or most industrial processes require desalinated water and it costs 10-14 KWH/1000 gallons for desal. Doom loop when you start"
X Link 2023-08-12T17:01Z 28K followers, [--] engagements
"@jnconkle Yep go look at the growth rate of that produce and farmland price alternative for high haney test soil. You'll find that they'll evacuate to other geos if price of water goes too high. Soil becomes irrecoverable on any relevant timeline for re-farming"
X Link 2023-08-13T04:51Z 28.5K followers, [----] engagements
"@jnconkle Hydrology doom loop"
X Link 2023-08-13T04:52Z 29.7K followers, [---] engagements
"For every [--] liter of desalinated water produced there's [---] liters of briney water. (Sometimes more). Doom loop"
X Link 2023-08-13T05:58Z 29.7K followers, [----] engagements
"Imagine living your whole life as a VC without having generated more shareholder return and liquidity than garbage $CWST and manure alternative $UAN"
X Link 2023-08-13T06:34Z 30.3K followers, [----] engagements
"@Theacqguy Got sold for 44M. Not a steal. SF doom loop"
X Link 2023-08-13T15:57Z 28.5K followers, [--] engagements
"If you have a family and your employer is asking you to live in NYC LA or SF this usually means they don't care much about you"
X Link 2023-08-13T18:41Z 28.5K followers, [----] engagements
"All VC's got outperformed by Monster energy drink. Kinda nuts"
X Link 2023-08-14T10:25Z 27.5K followers, [----] engagements
"On January 1st [----] a new regulation kicks in called the IRA methane fee"
X Link 2023-08-14T15:22Z 28.5K followers, [----] engagements
"WeWork + Hudson Yards apocalypse coming soon. Remember Equinox and Hudson Yards are both owned by the Related Companies too. The Related Companies' - which owns cap rates are not immune to insurance Oil+Gas and Labor price increases"
X Link 2023-08-15T15:50Z 28.5K followers, [----] engagements
"If you're a healthcare startup investor that can't beat $UNH then you're failing hard. 10x from [----] onwards"
X Link 2023-08-15T16:46Z 28.5K followers, [----] engagements
"@pitdesi what's the why and how of how they're cheaper VC funded underwriting"
X Link 2023-08-16T22:20Z 28.5K followers, [----] engagements
"@moo9000 Unbearable pricing doesn't work in high interest rate environments. I have puts on $DDOG I wish I could buy puts on Algolia. Long live viable open source business models"
X Link 2023-08-17T08:23Z 28.5K followers, [--] engagements
"Section [---] of the John McCain act imputes the Govt doesnt want to foot the digital storage bill for tracking everything. Driverless aint happening on any productive timeline. Driverless also destroys a citys ability to forecast W2 tax revenues. It has political firewalls against adoption"
X Link 2023-08-17T09:31Z 28.5K followers, [----] engagements
"California has a [--] year permanency on its doom loop. It is a battle of the Pensions of Public Employees vs. The Taxed Few. IYKYK"
X Link 2023-08-17T20:36Z 28.5K followers, [----] engagements
"Hes doing everything necessary to get into Ivy League school. Hes running circles around the GOP candidates"
X Link 2023-08-18T10:29Z 28.5K followers, [----] engagements
"@haridigresses Use $GPN as the benchmark go"
X Link 2023-08-18T13:08Z 27.9K followers, [---] engagements
"Gonna tell my kids this was Barbie and Ken"
X Link 2023-08-19T11:33Z 28.5K followers, [----] engagements
"There's 50K Uber drivers in SF. Replace them with Cruise and the city generates a LOT less tax revenue per mile. (payroll etc.) It accelerates the doom loop of the city. Those drivers stop to eat at restaurants to eat and at grocery stores to run errands. Right now there's [---] driverless vehicles"
X Link 2023-08-19T12:39Z 28.5K followers, [----] engagements
"How things phase with the grid matter"
X Link 2023-08-22T02:38Z 28.5K followers, [----] engagements
"Vivek Ramaswamy becoming President would be hilarious"
X Link 2023-08-22T18:48Z 29.5K followers, [----] engagements
"@ID_AA_Carmack @elonmusk @jimkxa @DanielleFong Why I believe Webassembly scales nicely in a world of high dollar strength and section [---] of the John McCain act. LCOEs on solar are often miscalculated and dont take into account grid dynamics"
X Link 2023-08-23T00:10Z 28.5K followers, [--] engagements
"You're gonna see the US really start to feel the death of any future middle class with natural disasters. The risk will be "load balanced" with price increases on insurance prices across the entire USA"
X Link 2023-08-23T12:29Z 28.5K followers, [----] engagements
"Adam Neumann wanted to track fedramp'd gov't contractors and military personnel via the WeWork app for the Chinese and Israelis right That was the racket right Sam Altman's WorldCoin wants to sell eyeball data to gov'ts right"
X Link 2023-08-23T14:24Z 28.5K followers, [----] engagements
"Vivek is unrehearsed. Audience is okay with it b/c he's witty. Tamil can have as much as [--] suffixes added to a single root/stem He might be the only multilingual candidate on stage"
X Link 2023-08-24T02:05Z 28.5K followers, [----] engagements
"Zain that's how you launder copious amounts of dirty narco cash and other money into the ecosystem. Don't shit on your benefactor dear bitcoiner. Pretend for a second that LVMH is Ethereum and all the subsidiaries are really just ICOs to move money no airport checks the merch"
X Link 2023-08-24T11:57Z 28.5K followers, [----] engagements
"Benioff was able to somehow get the city purged of homeless people in certain areas for the SalesForce conference. $CRM"
X Link 2023-08-24T16:18Z 28.5K followers, [---] engagements
"Some good charts on real estate startups and sites. $OPEN $BETR"
X Link 2023-08-25T02:09Z 28.5K followers, [----] engagements
"Your insurance rates have only [--] direction to go. You're in the blast radius of risk"
X Link 2023-08-25T12:24Z 29.6K followers, [---] engagements
"And that my friends is why I have long dated puts on $SNOW. Read between the lines that's probably the power of databricks. Databricks is wiping the floor with $SNOW"
X Link 2023-08-26T10:12Z 27.5K followers, [----] engagements
"It looks like @instacart is migrating from @snowflakedb over to @databricks. Imagine how embarrassing it has to be if you have a board member at a company and that company still switches over to the competitor. I want to thank Frank Slootman for working hard to make my longdated puts on $SNOW have a fighting chance. Where should I mail the cake Lots to chew on in Instacart S-1 but was curious what people make of this. Their Snowflake bill was $13M $28M $51M in 2020/21/22. [----] bill will be $15M. Is that just "optimization" Did they migrate Is that indicative of the magnitude of optimizations"
X Link 2023-08-26T10:16Z 29.6K followers, [----] engagements
"Renewables policies"
X Link 2023-08-26T22:07Z 28.5K followers, [---] engagements
"You're not supposed to ask if Adam Neumann is ex Mossad if the tracking capabilities in its application were used to track US Fedramp'd gov't contractors or if most of the money into SoftBank was from Mainland China. Go tell an Israeli LP you're raising money to be a glorified landlord they'll laugh at you in the face. That's a diaspora that knows Cap Rates Real estate and finance well enough to call BS. So what was Adam Neumann actually What appears to be a venture backed company was probably just a cybersecurity op by foreign govt's to track specific Americans"
X Link 2023-08-27T01:18Z 28.5K followers, [----] engagements
"Thoughts I think there will be a gap up opening in NAT GAS WHAT DO YOU THINK GAS RIGS DOWN 🔥 BULLISH STORAGE REPORT 🔥 IMPROVING FUNDAMENTALS 🔥 FIRE NEAR LIQUEFIED NATURAL GAS SITE🔥 All factors are conducive for a ga up nat gas open I think there will be a gap up opening in NAT GAS WHAT DO YOU THINK GAS RIGS DOWN 🔥 BULLISH STORAGE REPORT 🔥 IMPROVING FUNDAMENTALS 🔥 FIRE NEAR LIQUEFIED NATURAL GAS SITE🔥 All factors are conducive for a ga up nat gas open"
X Link 2023-08-27T13:59Z 29.7K followers, [----] engagements
"What's more Anti-semitic than Adam Silver doing business with China - a country that throws Muslims in concentration camps"
X Link 2023-08-27T18:31Z 28.5K followers, [----] engagements
"Portland SF doom loop is gnarly"
X Link 2023-08-29T22:04Z 27.5K followers, [--] engagements
"Looks like Altimeter Capital and Berkshire Hathaway took a bit of a haircut on $SNOW. I have my longdated puts and can't wait for DataBricks's IPO"
X Link 2023-08-30T14:54Z 29.6K followers, [----] engagements
"We already do have a society that venerates engineering and STEM prowess. I think we need to send @ADoricko on a flight to Andhra Pradesh and Tamil Nadu. How to make more great men: reinforce the fact that dudes rock and then glamorize the ones that do. @ADoricko on the pod this week https://t.co/8J5NeR540s How to make more great men: reinforce the fact that dudes rock and then glamorize the ones that do. @ADoricko on the pod this week https://t.co/8J5NeR540s"
X Link 2023-08-30T22:20Z 29.7K followers, [----] engagements
"San Francisco [----] $520M in transfer tax revenue [----] $186M in transfer tax revenue 64% drop"
X Link 2023-08-31T13:00Z 28K followers, [----] engagements
"Vivek Ramaswamy is generating thousands of hours of video by seemingly going on EVERY single podcast he's invited to. He knows how to work the "algorithm.""
X Link 2023-08-31T13:25Z 28.5K followers, [----] engagements
"Has anyone ever met a cardano developer I've heard there's only 20"
X Link 2023-09-01T16:23Z 27.5K followers, [----] engagements
"It is a doom loop. Most of the money pushed into these AI startups comes from VC's. The VC's get their money from pension funds. Pension funds are short a lot. It's a self inflicted gunshot wound especially when the AI companies have Pension-VC funded customers"
X Link 2023-09-01T21:10Z 28.5K followers, [----] engagements
"Is there a blockchain that could do this many transactions"
X Link 2023-09-01T23:37Z 28.5K followers, [----] engagements
"Could Vivek be the best guy at the negotiating table for the GOP to balance out the unreasonable or improperly prioritized GOP initiatives after the democrats win Bigger question is the GOP a vestigial structure now"
X Link 2023-09-02T02:35Z 28.5K followers, [----] engagements
"@kirillzubovsky California's ballot initiative proposition process is the lynchpin issue unless resolved California remains in a doom loop. Bad ballot initiatives take 24-48 months or more to resolve with a new ballot initiative. Congressional folks can't amend bad ballot initiatives"
X Link 2023-09-02T15:47Z 27.7K followers, [--] engagements
"Once you do remote work you never really want to go back unless your home environment isn't designed for remote work"
X Link 2023-09-02T17:36Z 28.5K followers, [----] engagements
"For America to really win we have to boot the self storage VC private equity real estate CPA "roll up" REIT management and carry "opportunity zone" investor tax gymnastics types and fund real raw industrialists. You might ask what is an industrialist I have a more refined technical definition I think an industrialist is someone who: - Uses less energy/process / reducing the farm to fork cost per kwh of a process or input cost into a product - Reduces the industrial geological and chemical footprint of a process or product creation - Enables something truly unprecedented"
X Link 2023-09-02T17:53Z 27.5K followers, 12.3K engagements
"When do you think SalesForce will announce that @salesforce will be moving their @Dreamforce conference to another city"
X Link 2023-09-02T21:10Z 27.5K followers, [---] engagements
"Name a startup in the last [--] years that became a house hold name and is viably profitable. You see the majority of the VC racket was a game of "hot potato" between pensions taxpayers VCs Private Equity folks and Hedge funds. Socialized losses"
X Link 2023-09-02T22:41Z 27.5K followers, 11.4K engagements
"@Molson_Hart Stripe still isn't productively profitable for the amount of capital invested. You could have bought $GPN with better results. See the EPS. Stripe was founded in [----] and raised $9.21B. over [--] rounds. Their market cap is $45Bn-$50Bn"
X Link 2023-09-02T22:53Z 29.5K followers, [----] engagements
"@WTjern It would not have been. They are a dominant supply chain player with clear growth metrics even then. I know one VC LP who is competent in supply chain engineering in particular who made the boatload of his money on $MANH and then dumped into venture recently"
X Link 2023-09-02T23:07Z 29.6K followers, [---] engagements
"@tinfoilmask They do they raise those interest rates up. :) :)"
X Link 2023-09-02T23:30Z 27.5K followers, [--] engagements
"Burning Man 2023"
X Link 2023-09-02T23:43Z 29.7K followers, [----] engagements
"Burning Man 2023"
X Link 2023-09-02T23:44Z 28.5K followers, [----] engagements
"Burning Man [----]. Stay safe y'all"
X Link 2023-09-02T23:46Z 28.5K followers, [----] engagements
"Go out and please buy and use Teslas wind turbines and solar panels. Eat lots of corn too. I want my $UAN to pay monster dividends"
X Link 2023-09-03T13:24Z 28.5K followers, [----] engagements
"Ahh Fuck if theyre gonna pull a Marburg virus racket. Brace yourselves"
X Link 2023-09-03T15:08Z 28.5K followers, [----] engagements
"California lives in ballot initiative hell doom loop. To be effective this would have had to be done outside of California. 🤷🏽♂"
X Link 2023-09-03T15:14Z 28.5K followers, [----] engagements
"Every founder pitching you quantum fusion and hydrogen is usually a scammer"
X Link 2023-09-04T16:45Z 28.5K followers, [----] engagements
"The hydrogen myth"
X Link 2023-09-04T22:54Z 28.5K followers, [----] engagements
"Google Meta VMWare and Redhat all moved their annual conferences out of San Francisco. I would be surprised if Dreamforce happens there next year"
X Link 2023-09-05T00:10Z 27.5K followers, [----] engagements
"Is carrying a balance sheet of US W2s worth all the risk when you can upsource by going abroad"
X Link 2023-09-05T11:16Z 28.6K followers, [----] engagements
"Just raise the price of every good sold to the USA by 10-20 cents and do the currency manipulation game and they should be fine How does this work anyways Someone plz explain"
X Link 2023-09-05T13:45Z 28.5K followers, [----] engagements
"Softbank is a CCP subsidiary and should not control American food supplies and drug data. Block the transaction"
X Link 2023-09-05T23:25Z 28.5K followers, [----] engagements
"Imagine the CCP knowing every drug you're taking That's what happens with them buying Kroger's and Albertsons. Someone raise a flag plz and call up your uncle in Montauk and get this thing blocked"
X Link 2023-09-05T23:30Z 30.3K followers, 46K engagements
"That feeling when you realize a garbage company literally outperformed Twilio"
X Link 2023-09-05T23:34Z 27.5K followers, [----] engagements
"Read this to see how SoftBank is a CCP subsidiary"
X Link 2023-09-05T23:47Z 28.5K followers, [----] engagements
"How to wreck the oligarchy: - Buy ag exempt land - Avoid all cryptocurrencies - Invest for the long term in quality local businesses and microcaps with low institutional ownership - Unsubscribe from consumer subscription (things like amazon netflix spotify etc.) - Avoid all luxury goods - Move from a blue state to a low tax red state - Go to a remote office and get rid of your W2's and Upsource to talent in other countries - Push your clothes and cars to their full lifespan - Avoid starting businesses with W2 employees onshore - Avoid all processed foods - buy local and organic when and if"
X Link 2023-09-06T21:35Z 30.3K followers, 57.6K engagements
"What are some micro caps with 9-10 years of profitable quarters a dividend payout and no insider selling for the same duration"
X Link 2023-09-07T10:12Z 28.5K followers, [----] engagements
"Texas needs to kick out the Bitcoin miners"
X Link 2023-09-07T13:29Z 28.5K followers, [---] engagements
"Im a fan of @lulumeservey. Breaks down PR into a science instead of I have a lot of relationships because people like my british or Australian accent and PR is a deep fine art and it is deeply special but I cant guarantee you any backlinks as a PR firm but Ill charge you an arm and a leg"
X Link 2023-09-08T00:56Z 27.9K followers, [----] engagements
"Not if you wanna get paid. $uan Look at the EPS and price over time vs bond rate"
X Link 2023-09-08T02:14Z 28.5K followers, [----] engagements
"OpenAI breaking at the seams on a doom loop of non productive new training about to be rekt by the availability of open source software and sub linear deep learning cost cuts. The best of OpenAI will be commoditized and reverse engineered for specific applications that are profitable"
X Link 2023-09-08T03:00Z 28.5K followers, [----] engagements
"Longdated puts because I think CTOs are smart enough to not get locked into Frank Slootman's $SNOW @SnowflakeDB contracts. Keep in mind Snowflake adds pass through costs to their revenue. Basically the cloud costs. @databricks is giving an open source thrashing to Snowflake"
X Link 2023-09-08T06:00Z 27.6K followers, [---] engagements
"The CCP can see what drugs you take"
X Link 2023-09-08T15:08Z 28.5K followers, [----] engagements
"We dont forget"
X Link 2023-09-09T13:20Z 28.5K followers, [----] engagements
"I searched $ABNB for "New York City October 1-31" and there's only [---] listings"
X Link 2023-09-09T19:36Z 28.5K followers, [--] engagements
"Have studied founders and billionaires(not on forbes list) across decades. "Just wanna make money" = high interest rates "I dream of building empire and attaching my name to it." = low interest rates Sometimes it is a bit of both"
X Link 2023-09-09T22:04Z 28.5K followers, [----] engagements
"Remote Jobs aren't slowing down they're gaining in popularity"
X Link 2023-09-10T00:40Z 29.7K followers, [----] engagements
"Let's be very very clear here. There's nothing that Americans did that Indians could not fathom the opposite isn't true. Indian technocracy enabled American chemical engineering aerospace engineering and more. STEM candidates born bred and raised in India had to come over to the USA to show the Americans how to wrangle in hard tech. Try going into any US STEM field without bumping into South Indians from Andhra Tamil Nadu or Telangana. Good luck"
X Link 2023-09-10T15:41Z 28.5K followers, [----] engagements
"@robsaker I was thinking I could be chief entertainment officer at DataBricks. Plz submit my memes as an application"
X Link 2023-09-10T16:13Z 28.5K followers, [--] engagements
"@benmagelsen You deal with volatility on: - Labor - Construction Material Costs - Insurance Rates"
X Link 2023-09-10T18:23Z 29.7K followers, [--] engagements
"@benmagelsen The forward low interest rate decade will be different than the prior ones"
X Link 2023-09-10T18:23Z 28.5K followers, [--] engagements
"@mttgrmm @garrytan @chamath @socialcapital Maybe we should all send letters to the SEC to investigate Chamath's Spacpocalypse"
X Link 2023-09-10T22:34Z 28.5K followers, [----] engagements
"Americans probably wont know how to mine it. MolyCorp [---]. History gives us lessons the art and science of lithium mining isnt easy"
X Link 2023-09-11T12:55Z 27.5K followers, [----] engagements
"If you were in NYC when 9/11 happened. What do you remember"
X Link 2023-09-12T03:38Z 28.5K followers, [----] engagements
"Most private equity shops are mediocre. This outcome is an exception and not the norm"
X Link 2023-09-12T12:20Z 27.5K followers, [----] engagements
"Almost a perfect storm for $UAN. I'll be buying more on the way down not knowing when the bottom is. There's no rush. Gonna be a bit painful but the dividend should ease some of that"
X Link 2023-09-13T14:35Z 27.9K followers, [--] engagements
"Can't make this sh** up"
X Link 2023-09-13T15:58Z 29.7K followers, [----] engagements
"For all the talk of the "end of Oil & Gas" etc we are about to see a natural gas denominated debt squeeze in the trillions. Will wipe out developing countries gonna be horrific"
X Link 2023-09-13T17:29Z 27.5K followers, [----] engagements
"The cartel of companies coming for @datadoghq 's jugular is exciting to watch. @honeycombio @SignozHQ @OpenObserv @hyperdxio I have longdated puts on $DDOG. These companies all have viable growth rates"
X Link 2023-09-13T21:07Z 28.5K followers, [---] engagements
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