# ![@glbeaty Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3234152500.png) @glbeaty Grant

Grant posts on X about $tsla, ai, $tslaq, model the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::3234152500/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3234152500/c:line/m:interactions.svg)

- [--] Week [------] +33%
- [--] Month [------] +21%
- [--] Months [---------] -52%
- [--] Year [-----------] +23,957%

### Mentions: [--] [#](/creator/twitter::3234152500/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3234152500/c:line/m:posts_active.svg)

- [--] Week [--] +70%
- [--] Month [--] +89%
- [--] Months [---] +152%
- [--] Year [---] +190%

### Followers: [-----] [#](/creator/twitter::3234152500/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3234152500/c:line/m:followers.svg)

- [--] Week [-----] +0.47%
- [--] Month [-----] +0.91%
- [--] Months [-----] +151%
- [--] Year [-----] +205%

### CreatorRank: undefined [#](/creator/twitter::3234152500/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3234152500/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  36.19% [finance](/list/finance)  23.81% [automotive brands](/list/automotive-brands)  16.19% [technology brands](/list/technology-brands)  5.71% [exchanges](/list/exchanges)  5.71% [currencies](/list/currencies)  4.76% [countries](/list/countries)  4.76% [travel destinations](/list/travel-destinations)  0.95% [celebrities](/list/celebrities)  0.95% [cryptocurrencies](/list/cryptocurrencies)  0.95%

**Social topic influence**
[$tsla](/topic/$tsla) 11.43%, [ai](/topic/ai) 11.43%, [$tslaq](/topic/$tslaq) 8.57%, [model](/topic/model) 7.62%, [money](/topic/money) 6.67%, [this is](/topic/this-is) 6.67%, [tesla](/topic/tesla) 5.71%, [in the](/topic/in-the) 5.71%, [nasdaq](/topic/nasdaq) 5.71%, [$mco](/topic/$mco) 4.76%

**Top accounts mentioned or mentioned by**
[@cremieuxrecueil](/creator/undefined) [@askeladdentx](/creator/undefined) [@fiercebeast](/creator/undefined) [@orrdavid](/creator/undefined) [@dfinpro](/creator/undefined) [@jamcroissant](/creator/undefined) [@paul91701736](/creator/undefined) [@svrnco](/creator/undefined) [@consensusgurus](/creator/undefined) [@nasdaq](/creator/undefined) [@gerberkawasaki](/creator/undefined) [@richardhanania](/creator/undefined) [@noonsixcap](/creator/undefined) [@sentieo](/creator/undefined) [@bramvgenechten](/creator/undefined) [@cloneinvestor](/creator/undefined) [@jonnagap](/creator/undefined) [@holdquality](/creator/undefined) [@richard15322800](/creator/undefined) [@chubbycatcap](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [Moody's Corporation (MCO)](/topic/$mco) [Beazer Homes USA, Inc. New (BZH)](/topic/$bzh) [Ubiquiti, Inc. (UI)](/topic/$ui) [LGI Homes, Inc. (LGIH)](/topic/$lgih) [Autodesk Inc (ADSK)](/topic/$adsk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Walmart, Inc. (WMT)](/topic/$wmt) [Semrush Holdings, Inc. (SEMR)](/topic/$semr) [Adobe, Inc. (ADBE)](/topic/$adbe) [S&P Global Inc (SPGI)](/topic/$spgi) [B&G Foods, Inc. (BGS)](/topic/$bgs) [Newell Brands Inc (NWL)](/topic/$nwl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Same table better formatting"  
[X Link](https://x.com/anyuser/status/1101927949593387008)  2019-03-02T19:31Z [----] followers, [--] engagements


"@NoonSixCap Searching filings in @Sentieo for "in material compliance with all financial" I get [--] hits from CRC IMXI BGSF AIBSF MTB AIV and of course $TSLAQ's latest 10-Q going back to [----]. If I omit "material" I obviously get tons of hits. This doesn't look good"  
[X Link](https://x.com/glbeaty/status/1122920089295237127)  2019-04-29T17:46Z [----] followers, [--] engagements


"I think $TSLA might have already recognized over $120M of revenue from the FCA fleet pooling deal. Here's why: $TSLAQ's non-ZEV credit regulatory sales are usually assumed to be GHG credits. They've consistently been $1700 per U.S. delivery but in Q1 were $6709 per delivery"  
[X Link](https://x.com/anyuser/status/1122944003761213441)  2019-04-29T19:21Z [----] followers, [--] engagements


"@dfin_pro @AskeladdenTX Builders will reinvest cashflow into new development. I'd rather they buy their existing projects for 52c / $1. Do you think land could drop in value We have a shortage of homes & home-building labor. Suggests the way forward is building smaller homes (bullish $LGIH $BZH)"  
[X Link](https://x.com/glbeaty/status/1990164190297051435)  2025-11-16T21:04Z [----] followers, [---] engagements


"@Fierce__beast Agree that's the threat especially as coding automation increases. We've no position. Half $ADSK revenues come from construction. That's not getting automated any time soon but they should be able to implement AI features that improve productivity"  
[X Link](https://x.com/glbeaty/status/2011895024850780292)  2026-01-15T20:15Z [----] followers, [--] engagements


"The $GUTS short thesis: dosing can go very wrong & how long will it take the therapy to wear off -cells can live decades Transduction varies even within a cell line. Add different genes health injection locations & AAV NAbs; why risk perma-nausea when alternatives exist GLP disaster Took my first dose last Saturday. 1/4 dose. Had Thai that night threw up Monday. Fine rest of the week. Good noise way down. Ate within the parameters but had a rich lunch Friday. By 7pm Im burping and getting nauseous. Comes out and then I shit you not extreme GLP disaster Took my first dose last Saturday. 1/4"  
[X Link](https://x.com/glbeaty/status/2013495546757910695)  2026-01-20T06:15Z [----] followers, [----] engagements


"In civilian use WISP radio controllers are typically isolated from the internet. $UI devices don't need cloud access and point-to-point radios usually don't have GPS. Maybe this should change but currently $UI can't track Russian users any more than Shark can track blenders. BREAKING: Grizzly Affair American tech companys networking gear is powering Russian battlefield communications in Ukraine. The company is Ubiquiti $UI a $34 billion Wi-Fi giant whose founder became the youngest owner of an NBA Team in [----]. https://t.co/E9wAa9ZKqW BREAKING: Grizzly Affair American tech companys networking"  
[X Link](https://x.com/glbeaty/status/2016235622587916448)  2026-01-27T19:43Z [----] followers, [---] engagements


"@orrdavid @jam_croissant The guy appointed someone who looks exactly like a Russian asset to director of national intelligence and repeated Kremlin propaganda for months. It wasn't exactly a fringe possibility"  
[X Link](https://x.com/glbeaty/status/2018533490342441153)  2026-02-03T03:54Z [----] followers, [---] engagements


"@BramVGenechten @cloneinvestor It's very very much the the wrong way. You've got to look forward not backward. The question that needs answering here is to what extent will these past results predict the future"  
[X Link](https://x.com/glbeaty/status/2018708784688857196)  2026-02-03T15:30Z [----] followers, [--] engagements


"@jonnagap No one is saying it happens overnight but markets are forward-looking the $MCO multiple was large and a lot of disruption is going to happen over the next few years. Also the credit rating agencies kind of suck at rating credit"  
[X Link](https://x.com/glbeaty/status/2018742880689660370)  2026-02-03T17:46Z [----] followers, [---] engagements


"@Hold_Quality @Richard15322800 AI will be able to rate bonds. The big problem with 3rd-party ratings whether Moody's or sell-side analysts is conflicts of interest right AI can massively reduce the principal-agent problem. Again the $MCO valuation was way too rich though I covered way too early"  
[X Link](https://x.com/glbeaty/status/2019099214563684577)  2026-02-04T17:22Z [----] followers, [---] engagements


"@chubbycatcap @KevinLMak @ContrarianCurse Irrelevant IME. Our multi-baggers were all public info. In my PA I gathered alt data like Kevin seems to. It led me to bet the farm on $UI at $28. Shorts weren't interested in that data My fund has higher returns but I rarely gather alt data. Good analysis is what's scarce"  
[X Link](https://x.com/glbeaty/status/2020367099844288923)  2026-02-08T05:20Z [----] followers, [--] engagements


"@marc_slans What do you think the bond rating business will look like in [--] years To me that probability tree looks pretty deep so what multiple do you think $MCO was worth if 40x was cheap 50x It doesn't take much of a scare to give a 40x stock a haircut"  
[X Link](https://x.com/glbeaty/status/2020922234165133792)  2026-02-09T18:06Z [----] followers, [---] engagements


"45x ttm earnings Go home $WMT you're drunk. Looks like a rare case of low implied volatility & big over-valuation. Maybe they grow into it but I doubt it There's no cult like $COST's. Seems AI disruption is causing money to chase Quality At Any Price like $MCO last month"  
[X Link](https://x.com/glbeaty/status/2021057248336937381)  2026-02-10T03:02Z [----] followers, [----] engagements


"If this is AI-driven maybe we're not far from money fleeing into limited resources: land energy minerals. Things that will be scarce in all but the most scifi of outcomes. To be clear although I'm an AI bull I think we're pretty far from moves like that being rational"  
[X Link](https://x.com/glbeaty/status/2021059035819393060)  2026-02-10T03:09Z [----] followers, [---] engagements


"This is a chart of $tsla SG&A per car delivery. Bulls can you explain where the operating leverage is Assuming ASPs of $60k warranty reserves of only $2k and SG&A costs of $18k per car we need 33% gross margins to break even on each sale $TSLAQ @TeslaCharts how's my chart"  
[X Link](https://x.com/glbeaty/status/1032884591256895488)  2018-08-24T06:57Z [----] followers, [--] engagements


"@JeremyBWhite @RMac18 I've been wondering the same. The only reasons I've been able to come up with: 1) He's so used to the press gushing over him didn't bother to learn the rules. 2) He's not nearly as smart as we give him credit for. 3) He's (going) crazy. 4) He's trying to get fired. $TSLA $TSLAQ"  
[X Link](https://x.com/glbeaty/status/1037150401760559104)  2018-09-05T01:28Z [----] followers, [--] engagements


"@Paul91701736 @KawasakiKR11 @JustGamblingFTW @auto_cynical @Polixenes13 I can think of two reasons everyone has probably already thought of: 1) Lots of dust. Wet Paint. Body shops have paint rooms for good reasons. 2) CA environmental regs"  
[X Link](https://x.com/glbeaty/status/1046387210147287042)  2018-09-30T13:12Z [----] followers, [--] engagements


"@Latrilife This also avoids paying taxes on returned cars doesn't it In Florida we pay state sales tax when a car is registered"  
[X Link](https://x.com/glbeaty/status/1115674994003017728)  2019-04-09T17:57Z [----] followers, [--] engagements


"Why I don't believe this: Even if all 3s made in Q1 were LRs with [----] kWh $TSLA would only consume [----] GWh of annualized production. Assuming equal SRs MRs and LRs in the U.S. and LRs elsewhere I get [----] GWh. $TSLAQ guided [--] GWh of storage in [----]. https://x.com/elonmusk/status/1117144865299501056 @tsrandall Incorrect. Pana cell lines at Giga are only at 24GWh/yr & have been a constraint on Model [--] output since July. No choice but to use other suppliers for Powerwall/Powerpack cells. Tesla wont spend money on more capacity until existing lines get closer to 35GWh theoretical."  
[X Link](https://x.com/glbeaty/status/1117194044088750080)  2019-04-13T22:33Z [----] followers, [--] engagements


"I got a rack from a [----] Model [--] since this would be the most common robo-taxi. Per the exterior pic above there's redundant wiring connectors and one motor casing. Not shown is the printed circuit board (PCB) which has redundant circuitry. I somehow lost these pics sorry"  
[X Link](https://x.com/glbeaty/status/1133792199638953984)  2019-05-29T17:48Z [----] followers, [--] engagements


"Shortly before raising capital Elon said Tesla would have a million robo-taxi capable cars deployed in [----] requiring hardware redundancy. Though Model 3s don't have redundant steering motors as claimed I don't have the expertise to say their design isn't safe for robo-taxis"  
[X Link](https://x.com/glbeaty/status/1133792211089408002)  2019-05-29T17:48Z [----] followers, [--] engagements


"Here are $NIO deliveries broken down by model; a good graph to show bulls who say demand is off the hook. The ES6 appears to have heavily cannibalized ES8 demand"  
[X Link](https://x.com/glbeaty/status/1183361330859909120)  2019-10-13T12:38Z [----] followers, [--] engagements


"$NIO deliveries by month since inception. It's remarkable how much the cheaper ES6 has cannibalized the ES8 and that people are still buying cars from a company that could go bankrupt this month"  
[X Link](https://x.com/glbeaty/status/1191419826226507777)  2019-11-04T18:19Z [----] followers, [--] engagements


"Earlier I'd mentioned the Didier Raoult HCQ + Azithromycin paper with a drug arm which strangely "lost" [--] patient to death and [--] to the ICU. Now is accusing his lab of blatant photochop fraud in past papers. https://forbetterscience.com/2020/03/26/chloroquine-genius-didier-raoult-to-save-the-world-from-covid-19/ http://forbetterscience.com https://forbetterscience.com/2020/03/26/chloroquine-genius-didier-raoult-to-save-the-world-from-covid-19/ http://forbetterscience.com"  
[X Link](https://x.com/glbeaty/status/1243294794199203841)  2020-03-26T21:52Z [----] followers, [--] engagements


"An $SMSI update: There is now pricing on Ooredoo's FAQ page [--] OMR / month which is $5.20. U.S. Cellular trademarked Family Compass in October: Seems like we're just waiting for a press release. https://uspto.report/TM/90285222/APP20201031114948/ https://familycompass.uscellular.com https://safeandsoundworld.com/legal/faq https://uspto.report/TM/90285222/APP20201031114948/ https://familycompass.uscellular.com https://safeandsoundworld.com/legal/faq"  
[X Link](https://x.com/glbeaty/status/1337122030706192388)  2020-12-10T19:48Z [----] followers, [--] engagements


"At a 48% discount to TBV I'm happy to buy $BZH when management reaffirms their commitment to increasing TBV / share. Homebuilding is on struggle street right now but in the long run: The only way out of a housing shortage is building and If management wants their stock to trade at TBV it eventually will. Only question is who gets along for the ride. Sometimes the market throws softballs. https://twitter.com/i/web/status/1989432407674556880 https://twitter.com/i/web/status/1989432407674556880"  
[X Link](https://x.com/glbeaty/status/1989432407674556880)  2025-11-14T20:37Z [----] followers, 128K engagements


"I picked $BZH because of their pivot to buybacks & TBV / share and it used to have higher beta (useful to offset my short book). Didn't realize how much $LGIH had dropped though. Their ASPs are a lot lower which is great in the current market. Homebuilders seem in a tough spot here. Labor shortages don't look like they're going to abate any time soon though they can always build smaller homes. If the downturn lasts a while I like the brain-dead simple "buyback at 50% of book value" thesis. https://twitter.com/i/web/status/1989813515868131424 https://twitter.com/i/web/status/1989813515868131424"  
[X Link](https://x.com/glbeaty/status/1989813515868131424)  2025-11-15T21:51Z [----] followers, [---] engagements


"Oof we were short $SEMR. Their user growth had stopped SEO is not long for this world and I really doubted a company like Semrush could solve GEO. Frontier models are good at sorting through content and will only get better. IMO the SEO of the future = higher quality content. Adobe to Acquire Semrush "Today Adobe (Nasdaq: $ADBE) and Semrush Holdings Inc. (NYSE: $SEMR) announced that they have entered into a definitive agreement under which Adobe will acquire Semrush a leading brand visibility platform in an all-cash transaction for $12.00 per https://t.co/IzaPwtMkF9 Adobe to Acquire Semrush"  
[X Link](https://x.com/glbeaty/status/1991229974523580704)  2025-11-19T19:39Z [----] followers, [----] engagements


"Seems obvious $MCO and $SPGI will be disrupted by AI. To what extent over the next few years Who knows but a 40x multiple is too rich. We were short $MCO and I covered here; seems likely finance bros will bid it back up. Happy to re-short 40x"  
[X Link](https://x.com/glbeaty/status/2018707814785396892)  2026-02-03T15:27Z [----] followers, 12.5K engagements


"@SFarringtonBKC I added to our $NWL and $BGS shorts as staples popped up today. To me they both look like they're continuing to melt 🤷♂ XLP's p/e just blasted through all-time highs"  
[X Link](https://x.com/glbeaty/status/2019906037671698891)  2026-02-06T22:48Z [----] followers, [---] engagements


"@svrnco Disagree. As humanity's output has shifted from hands to machines skills to manage machines (STEM) have increased in value as have the machines themselves. This trend should continue with AI management skills. Many social skills are parasitical & will keep riding coat-tails"  
[X Link](https://x.com/glbeaty/status/2022430024423608829)  2026-02-13T21:57Z [----] followers, [---] engagements


"We did it FTSE Russell is dropping $LFIN effective March 29th Thanks to everyone who helped in this. http://www.ftse.com/products/index-notices/home/getnotice/id=2588161 http://www.ftse.com/products/index-notices/home/getnotice/id=2588161"  
[X Link](https://x.com/glbeaty/status/978398470217371648)  2018-03-26T22:29Z [----] followers, [--] engagements


"@LastWeekTonight Story idea: $LFIN possibly the most ridiculous public company ever. Its a comedy of fraud crypto-mania massive public and private sector ineptness more fraud funny CNBC appearances by the CEO Nasdaq being dicks and Tabasco sauce. DM me for more info"  
[X Link](https://x.com/glbeaty/status/989212149057802240)  2018-04-25T18:38Z [----] followers, [--] engagements


"@HFMajorTom 1) $NVDA sells some H100s to $hitco calls it a partnership 2) $hitco shares moon does offering 3) $hitco buys more H100s 4) $NVDA profits"  
[X Link](https://x.com/glbeaty/status/1876672274142786002)  2025-01-07T16:48Z [----] followers, [---] engagements


"@TheShortBear For us poors without a Bloomberg terminal can you explain what this is and how it indicates a drop in levered longs Thanks"  
[X Link](https://x.com/glbeaty/status/1878940540181573729)  2025-01-13T23:01Z [----] followers, [---] engagements


"@aeberman12 Wouldn't shale output collapse fairly quickly with WTI =$60"  
[X Link](https://x.com/glbeaty/status/1888313344823554359)  2025-02-08T19:45Z [----] followers, [----] engagements


"I hope this means Waymo is getting serious about scaling. https://www.youtube.com/watchv=8dJ_ombdpl0 https://www.youtube.com/watchv=8dJ_ombdpl0"  
[X Link](https://x.com/glbeaty/status/1894479126200819992)  2025-02-25T20:06Z [----] followers, [----] engagements


"I watched the entire 50-minute Trump-Zelensky press conference. Some takeaways: Deal and peace-making are clearly core parts of Trump's massive ego and he makes it pretty clear his flattery of Putin was done to bring him to the negotiating table. https://www.youtube.com/live/Y7QxUHdvpk8si=t98SjiNbEdvt0DAc&t=8685 https://www.youtube.com/live/Y7QxUHdvpk8si=t98SjiNbEdvt0DAc&t=8685"  
[X Link](https://x.com/glbeaty/status/1895614394954117622)  2025-02-28T23:17Z [----] followers, [----] engagements


"@cremieuxrecueil He likely didn't consider himself smart relative to who he rubbed elbows with IME the returns of IQ in investing rapidly diminish past [---] or so. The smartest people I've known were bad at it. Rationality is far more important. It's not actually useful to see too far ahead"  
[X Link](https://x.com/glbeaty/status/1906155069449388356)  2025-03-30T01:22Z [----] followers, [----] engagements


"@cremieuxrecueil"  
[X Link](https://x.com/glbeaty/status/1911167856839963061)  2025-04-12T21:21Z [----] followers, [----] engagements


"4 frames from the ball being visible to braking. The video looks to be [--] f/s so 0.4s. It takes more time to move your foot from the gas to brake and Waymo will only get better. Unless a disaster occurs this tech will enjoy huge public support. Imagine being long ridesharing. Kids chasing dogs chasing balls on the streets of LA once again @Waymo AI with advanced sensing making our roads safer. https://t.co/QGZxDtuKaU Kids chasing dogs chasing balls on the streets of LA once again @Waymo AI with advanced sensing making our roads safer. https://t.co/QGZxDtuKaU"  
[X Link](https://x.com/glbeaty/status/1930382732011385038)  2025-06-04T21:54Z [----] followers, [----] engagements


"Does anyone still think $HPP has a positive net asset value If it does why wouldn't they just sell some more buildings to cover debt and covenants instead of attempting an offering 1.7x the size of their market cap"  
[X Link](https://x.com/glbeaty/status/1932904711641825475)  2025-06-11T20:56Z [----] followers, [----] engagements


"@astridwilde1 Researchers didn't use metrics with time as the denominator. You learn less about X if you ask an LLM about it vs. researching yourself but you might learn more per hour with an LLM. If people spend the time saved watching idk Real Housewives of Tehran that's not AI's fault"  
[X Link](https://x.com/glbeaty/status/1935437931553927189)  2025-06-18T20:42Z [----] followers, [---] engagements


"Shorts should never expect shitco management to be rational. They're usually delulu and don't raise as much as they can when shitcos are hot. Enter crypto treasuries: infinite dilution as a "thesis". Is this the grift innovation that allows maximum wealth extraction from morons"  
[X Link](https://x.com/glbeaty/status/1946680645456978154)  2025-07-19T21:16Z [----] followers, [----] engagements


"Trever Milton is very obviously a narcissist and pathological liar. Anyone who can't quickly spot his ilk needs to learn how or stop investing. Finance is filled with scammers like him. @TuckerCarlson I am Nate Anderson the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical interview. During my career I helped expose numerous financial scams including over a dozen Ponzi schemes and numerous instances of public companies lying to and @TuckerCarlson I am Nate Anderson the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical"  
[X Link](https://x.com/glbeaty/status/1948211416957161600)  2025-07-24T02:39Z [----] followers, [----] engagements


"😂 guess LogicalThesis didn't like the crypto treasury pushback. We're out of this (long $ETHA short $BMNR and $SBET). I don't follow crypto closely enough to guess what happens next but massive treasury issuance must always push valuations toward NAV"  
[X Link](https://x.com/glbeaty/status/1950204713435091292)  2025-07-29T14:40Z [----] followers, [----] engagements


"@KobeissiLetter It didn't work aside from briefly in $OPEN. It was a great time to short names like $DNUT though. The buying was too dispersed & weak. This isn't [----] with its stimmy checks & option sellers are now warry of gamma squeezes. Also crypto treasuries ate up a lot of liquidity"  
[X Link](https://x.com/anyuser/status/1950256820238635461)  2025-07-29T18:07Z [----] followers, [----] engagements


"Friendly reminder that $IWM's price under-performance is driven by it's fundamental under-performance. Bubbles can form but there's not going to be a sustained rotation into $IWM until that index stops sucking. It likely never will because Russell is a ho and lets everyone in"  
[X Link](https://x.com/glbeaty/status/1955771470174367983)  2025-08-13T23:20Z [----] followers, [----] engagements


"@cremieuxrecueil Long-run strength is limited by injury. Maxing the peak can be counter-productive if you injure yourself along the way. Injury aside there's no reason for strength to decline at [--] unless you're a peak athlete. I last peaked at [--] before deciding to lose weight for my sport"  
[X Link](https://x.com/glbeaty/status/1958361128339206395)  2025-08-21T02:50Z [----] followers, [---] engagements


"@bubbleboi Inference has little moat but there's always a balance between inference and training. That said this balance is in compute not dollars. If $NVDA inference compute is more expensive it can still lose. https://epoch.ai/blog/optimally-allocating-compute-between-inference-and-training https://epoch.ai/blog/optimally-allocating-compute-between-inference-and-training"  
[X Link](https://x.com/glbeaty/status/1958538511050490105)  2025-08-21T14:35Z [----] followers, [----] engagements


"We made some beer money longing $KVUE today initially my reaction to RFK's laughably-terrible science. But RFK was a plaintiff's lawyer who sued good products for bullshit reasons for a living and the last author on this paper is an expert witness. Lawsuit incoming I'm out. @ConsensusGurus A lawsuit is the risk. Juries eat up bad science all the time and the guy who published this paper is in this business. Just spit-balling the numbers involved here but I think an antagonistic jury could bankrupt the company. https://t.co/Z1jNBX3iek @ConsensusGurus A lawsuit is the risk. Juries eat up bad"  
[X Link](https://x.com/glbeaty/status/1964057023433117770)  2025-09-05T20:04Z [----] followers, [----] engagements


"What if the real compounders are companies that literally compound by re-investing into bigger and bigger projects I do love finding all the ways finance bros are wrong. $NVR $EME $MSFT"  
[X Link](https://x.com/glbeaty/status/1965937608154071138)  2025-09-11T00:37Z [----] followers, [----] engagements


"To put this [---] MW $BE order in perspective their current manufacturing capacity / year is [--] GW. Their best quarter yet was [----] Q4 where they likely shipped [---] MW. Larger scale apparently helped gross margins hit 46% that quarter. This is a major validation of the thesis"  
[X Link](https://x.com/anyuser/status/1973097013089611802)  2025-09-30T18:46Z [----] followers, [----] engagements


"Friendly reminder (sorry @michaeljburry) we are not in an AI bubble. AI buildout could be overdone but that's not knowable now. New tech apps & optimizations could boost or reduce compute demand by orders of magnitude. Unlike housing & railroads with predictable demand"  
[X Link](https://x.com/glbeaty/status/1990176984207704481)  2025-11-16T21:55Z [----] followers, [----] engagements


"@Fierce__beast Claude can't create muscle memory or tools. I think the trades as safe for a while but also very under-supplied with labor. They should keep doing well while DIY booms too"  
[X Link](https://x.com/glbeaty/status/2011095554705801379)  2026-01-13T15:18Z [----] followers, [---] engagements


"@Fierce__beast The future of CAD is prompts with engineers overseeing multiple parts being designed by AI at once. Only $ADSK or $DSY might have the data to make this work Unless it can just be generated synthetically"  
[X Link](https://x.com/glbeaty/status/2011883482461716496)  2026-01-15T19:29Z [----] followers, [----] engagements


"@hissgoescobra In civilian use WISP radio controllers are typically isolated from the internet. $UI devices don't need cloud access and point-to-point radios usually don't have GPS. Maybe this should change but currently $UI can't track Russian users any more than Shark can track blenders"  
[X Link](https://x.com/glbeaty/status/2016235258119647396)  2026-01-27T19:42Z [----] followers, [---] engagements


"@ecommerceshares Supply will catch up but there are still big demand catalysts ahead: - Agents (just starting with Claude Code). - Edge AI like automated vehicles which demand a lot of DRAM. - Commoditization of GPUs which will dramatically lower the opex of AI datacenters"  
[X Link](https://x.com/glbeaty/status/2016276296351756595)  2026-01-27T22:25Z [----] followers, [----] engagements


"@RodriGo_ethe I'm struggling to see how it's possible for world gen to replace deterministic code unless semiconductor manufacturing becomes 25% of GDP"  
[X Link](https://x.com/glbeaty/status/2017982338177651030)  2026-02-01T15:24Z [----] followers, [---] engagements


"@orrdavid @jam_croissant He had expressed anti-Kremlin policy in his first term but that was years prior. I bet on him turning the screws up on Russia and won but not because I believed he was totally free of Russian sway. I just thought his ego and desire to end the war were larger influences"  
[X Link](https://x.com/glbeaty/status/2018547922502381833)  2026-02-03T04:51Z [----] followers, [--] engagements


"@quantum_macro @orrdavid I did a lot of research on that last April. The U.S. does get somewhat lower bond yields due to USD reserve status but yields are flat so that's not what's happening. I think it's really simple: the U.S. led the world in software but AI is destroying software valuations"  
[X Link](https://x.com/glbeaty/status/2019097200450760729)  2026-02-04T17:14Z [----] followers, [--] engagements


"$LFIN was halted with a T12 code. Nasdaq lets you search for halts up to a year old by code and I found only 15% of T12s ever resumed. T12s are often used when stocks won't trade again e.g. after buyouts. My guess is $LFIN is done on the Nasdaq. https://docs.google.com/spreadsheets/d/1hvTnffZWOgy4MKQBlpPUD_sM8lXFn1lWElZSPRDLzN0/editusp=sharing https://docs.google.com/spreadsheets/d/1hvTnffZWOgy4MKQBlpPUD_sM8lXFn1lWElZSPRDLzN0/editusp=sharing"  
[X Link](https://x.com/glbeaty/status/982842650083627010)  2018-04-08T04:48Z [----] followers, [--] engagements


"@Nasdaq do the right thing and reject $LFIN's compliance plan. Stop handling frauds with kid gloves"  
[X Link](https://x.com/anyuser/status/984897120560926725)  2018-04-13T20:52Z [----] followers, [--] engagements


"$LFIN @Nasdaq https://seekingalpha.com/article/4163537-9-reasons-nasdaq-delist-longfin-immediately https://seekingalpha.com/article/4163537-9-reasons-nasdaq-delist-longfin-immediately"  
[X Link](https://x.com/anyuser/status/986310419701788672)  2018-04-17T18:28Z [----] followers, [--] engagements


"@BlondesE @Benj1Franks @Tezzla_counsel Not to defend the bumper design flaw but this is standard language. No manufacturer can warranty a car driven through deep enough water over large enough rocks etc. Sunlight though Really Tesla Sunlight"  
[X Link](https://x.com/glbeaty/status/1028482802990415872)  2018-08-12T03:26Z [----] followers, [--] engagements


"@Paul91701736 This is my mental image of the SEC:"  
[X Link](https://x.com/glbeaty/status/1030152720060227585)  2018-08-16T18:02Z [----] followers, [--] engagements


"1/ I'm short $tsla but I think $tslaq'ers need to admit there's a chance the company keeps trading at absurd valuations for at least another year. Here's what would make me cover"  
[X Link](https://x.com/glbeaty/status/1046531520498995200)  2018-09-30T22:45Z [----] followers, [--] engagements


"1/ Longs and shorts (RIP) may have noticed $ubnt being much more aggressive with their buybacks recently - average share price paid has gone from $70 to $90 over the span of a quarter. This is unusual. Historically their buybacks have been very well timed with an IRR of 40%"  
[X Link](https://x.com/glbeaty/status/1062586767512088577)  2018-11-14T06:03Z [----] followers, [--] engagements


"@cyber_wolf35 @evdefender @timmerenginerd @Trumpery45 @WPipperger @LudaLisl @RationalEtienne @heikki_anttila @dreederer @GerberKawasaki @ellec_uk @Tesla @boringcompany Musk also has access to advanced financial models which should've told him a $420 LBO wasn't going to happen. We could model the ideal scenario to see if that is viable. How much power per meter is lost to the drag of [---] mph laminar airflow in a smooth 12' diameter tunnel"  
[X Link](https://x.com/glbeaty/status/1077400636180828160)  2018-12-25T03:08Z [----] followers, [--] engagements


"$TSLA seems to have slashed Model S and X 100D prices in all of its major markets by up to 46% and raised the cost of 75D/SRs in some. In this thread I'll compare prices from October (or the closest date available gathered via the Wayback Machine) to ones from today. $TSLAQ"  
[X Link](https://x.com/glbeaty/status/1101505597046960128)  2019-03-01T15:32Z [----] followers, [--] engagements


"Here's the data in table form. The average price reduction is 20%"  
[X Link](https://x.com/glbeaty/status/1101921395435622400)  2019-03-02T19:05Z [----] followers, [--] engagements


"Here's more evidence $TSLA is having serious cash problems. Anonymous reddit posts should always be taken with a grain of salt but these users' histories look credible. The board needs to do its damn job and act to prevent $TSLAQ. https://www.reddit.com/r/teslamotors/comments/awpzk1/tesla_will_close_15_stores_tomorrow_and_an/ https://www.reddit.com/r/teslamotors/comments/awpzk1/tesla_will_close_15_stores_tomorrow_and_an/"  
[X Link](https://x.com/glbeaty/status/1102237309024591872)  2019-03-03T16:00Z [----] followers, [--] engagements


"How much is $tsla making on overseas Model 3s I took VAT subsidies a shipping cost guess and today's prices and exchange rates into account and tried to answer this: $52k in Europe. $tslaq"  
[X Link](https://x.com/glbeaty/status/1111073162060541953)  2019-03-28T01:10Z [----] followers, [--] engagements


"@GerberKawasaki Then why did Panasonic guide sales to $tsla downward in their most recent (Feb 3rd) presentation "Production at automotive battery factory in North America is pushed back.""  
[X Link](https://x.com/glbeaty/status/1116419241417281537)  2019-04-11T19:14Z [----] followers, [--] engagements


"The one and only motor is connected to the rack via a single Gates belt. Everything is sealed with a tiny filter to presumably allow for thermal expansion of the air inside. Without a seal or filter failure there's no way for dirt etc. to reach the belt"  
[X Link](https://x.com/glbeaty/status/1133792200465309698)  2019-05-29T17:48Z [----] followers, [--] engagements


"Here's my sporadically-updated $tsla $tslaq Model S and X pricing spreadsheet updated for yesterday's price changes. Long Range trims had their prices cut while Performance trims increased in cost (though they all now include Ludicrous Mode)"  
[X Link](https://x.com/glbeaty/status/1151216257313771523)  2019-07-16T19:45Z [----] followers, [--] engagements


"Normally I'd try to be precise and show my work but Q3 is looking so bad I'll just do some napkin math: At Q2 S+X volumes these price cuts would result in a $96M reduction to net income. I've suspended my weekly habit of selling covered puts to $tslaq until this plays out"  
[X Link](https://x.com/glbeaty/status/1151216261726179329)  2019-07-16T19:45Z [----] followers, [--] engagements


"Quarter-to-date New York $tsla new car* registrations are 78% of Q2's as expected after a tax credit step-down. I still suspect InsideEVs is over-estimating Q3 $tslaq sales. * A "new car" is one which was made in [----] with a VIN that was not previously registered in New York"  
[X Link](https://x.com/glbeaty/status/1169335051752038400)  2019-09-04T19:42Z [----] followers, [--] engagements


"@DavidSacks Please read the study Especially the exclusions on page [--]. Three patients in the HCQ arm were excluded because they went to intensive care (presumably got worse). One patient was excluded because they DIED. 1/26 deaths is a 3.8% CFR. Not good"  
[X Link](https://x.com/glbeaty/status/1240937938860617728)  2020-03-20T09:47Z [----] followers, [--] engagements


"Oil products are still 3x cheaper than natural gas in Europe. I've long thought gas-oil switching would drive crude demand but can't explain why we've seen seemingly little of it so far. @BisonInterests thinks there will be 800k bbl/day of switching: https://bisoninterests.com/content/f/gas-to-oil-switching-%E2%80%93-winter-is-coming https://bisoninterests.com/content/f/gas-to-oil-switching-%E2%80%93-winter-is-coming"  
[X Link](https://x.com/glbeaty/status/1575213752638615552)  2022-09-28T19:59Z [----] followers, [--] engagements


"I'm long $OMAB again. Thanks @irbezek. Speaking of Latin America I'm also long Columbia via $CIB and $EC. Gustavo Petro may be a socialist but he's not popular among voters or the military. It seems very unlikely he'll be able to do anything too stupid even if he wanted to"  
[X Link](https://x.com/glbeaty/status/1710004257276018922)  2023-10-05T18:49Z [----] followers, [----] engagements


"While researching @viceroyresearch's $ABR thesis I found Situs's (not ABR's) ACREC 2023-FL2 CLO. Per @cred_iq its DSCR is 46% and was 68% when put together. Why would anyone buy this Is a 78% LtV enough to make these loans attractive in default https://assets.ctfassets.net/dqx4ywg83raq/1Nq1YOVVMSBfzWZL83eZmq/f9399516e56419872be0e38e57984a0a/409270.pdf https://assets.ctfassets.net/dqx4ywg83raq/1Nq1YOVVMSBfzWZL83eZmq/f9399516e56419872be0e38e57984a0a/409270.pdf"  
[X Link](https://x.com/glbeaty/status/1799537653152456891)  2024-06-08T20:23Z [----] followers, [----] engagements


"This might be the best introduction to rationalism I've seen. There's a common misperception that since lots of intellectuals hold beliefs like sex is a spectrum therefore these beliefs must have some validity. But intellectuals are not immune to delusion; they are in fact particularly vulnerable to it. I explain here (sound on): https://t.co/eIsO4bfofR There's a common misperception that since lots of intellectuals hold beliefs like sex is a spectrum therefore these beliefs must have some validity. But intellectuals are not immune to delusion; they are in fact particularly vulnerable to it."  
[X Link](https://x.com/glbeaty/status/1827696966773735798)  2024-08-25T13:18Z [----] followers, 10.7K engagements


"This implies at least $150B in Social Security fraud annually. Too big a number to be believable. People eligible Social Security are a subset of the total U.S. population so why are Elon's numbers bigger than Statista's in every age bracket According to the Social Security database these are the numbers of people in each age bucket with the death field set to FALSE Maybe Twilight is real and there are a lot of vampires collecting Social Security 🤣🤣 https://t.co/ltb06VX98Z According to the Social Security database these are the numbers of people in each age bucket with the death field set"  
[X Link](https://x.com/glbeaty/status/1891391300722663612)  2025-02-17T07:36Z [----] followers, [----] engagements


"@RichardHanania Probably real not that many would buy it if it was legal to mass produce. If you optimize a car around low weight rolling resistance and drag you get crazy efficiency. An EV might beat it around town due to regen. It's huge ICE efficiency claims that are always bullshit"  
[X Link](https://x.com/glbeaty/status/1906051525140439256)  2025-03-29T18:31Z [----] followers, [---] engagements


"@DeepDishEnjoyer I started with $11M now at $38M almost two years later with zero effort at finding new money. It cost like $25k to start mostly legal costs. Can you even do a decent taco truck for that little"  
[X Link](https://x.com/glbeaty/status/1925708287657324668)  2025-05-23T00:20Z [----] followers, [---] engagements


"Why is $TSLA crashing In the span of a month we're going to see: 1) Likely loss of EV subsidies. 2) A nothingburger robotaxi launch. 3) Bigger y/y delivery loss than Q1. 4) Undoing maybe reversal of the Trump-Musk relationship. Bulls you'll be able to buy at lower prices"  
[X Link](https://x.com/glbeaty/status/1930671088641474758)  2025-06-05T17:00Z [----] followers, [---] engagements


"@buccocapital They did an epically awful job figuring out how to make money from the modern AI stack (transformers LLMs dedicated AI hardware) they basically invented. If search gets clobbered and especially if Sundar gets fired I'll take a close look at it as a long"  
[X Link](https://x.com/glbeaty/status/1931250620746317904)  2025-06-07T07:23Z [----] followers, [----] engagements


"Not saying I want to short this yet but this IMO is the future of legal igaming: taxation to zero profits. It serves no social or economic purpose. It's just an addiction that ruins lives. NJ Online Casino Sports Betting Tax Rate Increases Pass Both Chambers - From 15.00% to 19.75% https://t.co/lhoEOQNN9O NJ Online Casino Sports Betting Tax Rate Increases Pass Both Chambers - From 15.00% to 19.75% https://t.co/lhoEOQNN9O"  
[X Link](https://x.com/glbeaty/status/1940777607693586524)  2025-07-03T14:20Z [----] followers, [----] engagements


"@RichardHanania Housing has demand from speculation and real use. The former will drop. Prices should be lower than they otherwise would but the impact will depend on location. I've expected CA to regain some sanity. Maybe this is the start. It has all its old advantages; weather geography"  
[X Link](https://x.com/glbeaty/status/1941301843935854654)  2025-07-05T01:03Z [----] followers, [---] engagements


"@cremieuxrecueil Wouldn't we expected to see mistakes made in "cases where organ donation was authorized but ultimately not completed" I'm guessing there are lots of other checks in the system beyond the OPO's authorization"  
[X Link](https://x.com/glbeaty/status/1947733870482485329)  2025-07-22T19:01Z [----] followers, [----] engagements


"@siyul He has a very large number of positions open at any given time and a record going back to I think [----]. His performance simply can't be luck unless he's accidentally ridden some subtle confounding factor no one has noticed"  
[X Link](https://x.com/glbeaty/status/1947833715960221935)  2025-07-23T01:38Z [----] followers, [----] engagements


"@Citrini7 $IWM is a shitco ETF that catches the market's detritus on its way down. It's aggregate p/e is [---]. Excluding all outliers and healthcare it's [--]. Seems to get worse every year. If you want to long small caps I think it's better to find an index with idk profitability hurdles"  
[X Link](https://x.com/glbeaty/status/1955760448097411331)  2025-08-13T22:36Z [----] followers, [----] engagements


"@AnnaEconomist I've listened to the speech twice and it still seems like normal jpow to me 🤷♂ Tariff inflation is a one-time hit. Makes sense; he's already said that. A wage-inflation spiral is unlikely with a weakening labor market. Also makes sense. I don't get the market reaction either"  
[X Link](https://x.com/glbeaty/status/1958929301891686851)  2025-08-22T16:28Z [----] followers, [----] engagements


"@cremieuxrecueil The price of services is drawn to their marginal cost so $0 for software. The internet's affect on economic output / input isn't big since it's mostly free and deflationary. In terms of consumer surplus it's immense. He wrote this for the NYT not economists. He was wrong"  
[X Link](https://x.com/glbeaty/status/1962268940425482687)  2025-08-31T21:39Z [----] followers, [---] engagements


"IMO @TheEconomist got a lot right here but stopped just short of the full picture. Heavy issuing firms (we call them dilutive shitcos) may predict a top but can also cause a crash. Dumb money is finite but share counts are not. https://www.economist.com/finance-and-economics/2025/06/19/who-are-the-worlds-best-investors https://www.economist.com/finance-and-economics/2025/06/19/who-are-the-worlds-best-investors"  
[X Link](https://x.com/glbeaty/status/1962604867114992041)  2025-09-01T19:53Z [----] followers, [----] engagements


"@ConsensusGurus A lawsuit is the risk. Juries eat up bad science all the time and the guy who published this paper is in this business. Just spit-balling the numbers involved here but I think an antagonistic jury could bankrupt the company"  
[X Link](https://x.com/glbeaty/status/1964048394898362728)  2025-09-05T19:30Z [----] followers, [----] engagements


"@G_S_Bhogal In my experience there's a sizeable segment of the population for whom this is not the case. These are the most productive members of society. They stay away from politics for the same reason everyone stays out of an zoo enclosure filled with knife-wielding chimpanzees"  
[X Link](https://x.com/glbeaty/status/1969794344400945606)  2025-09-21T16:02Z [----] followers, [---] engagements


"If Trump achieves a peace transition of power to Gonzalez / Machado his foreign policy will go down in history as a huge success. This also weakens Russia. Hot take: he'll always be a polarizing president not just because people are crazy but his policies are both really good and really terrible. People's focus and biases determine which they see. It helps he abandons his totally disastrous ideas due to pushback. e.g. the OBBB language that would have stopped federal contempt of court enforcement Venezuelan President Nicols Maduro is willing to step down if the U.S. guarantees him amnesty"  
[X Link](https://x.com/glbeaty/status/1986926280638386278)  2025-11-07T22:38Z [----] followers, 10.1K engagements


"@Biohazard3737 I chose green. Not sure how it looks on a convertible though"  
[X Link](https://x.com/glbeaty/status/1988846664421908504)  2025-11-13T05:49Z [----] followers, [---] engagements


"@dfin_pro @AskeladdenTX If they need to raise cash they could just draw down inventory (which they should probably be doing anyway) Or use some of it as collateral If $BZH can't refinance 75% of my short book is probably already bankrupt. That's a big win 😂"  
[X Link](https://x.com/glbeaty/status/1989830995697439173)  2025-11-15T23:00Z [----] followers, [---] engagements


"Basically this. Finance is boring but fortunately it's not very important to investing. Markets are moved by real factors like technology science politics business models visionaries etc. Finance is just a veneer on top. Also you can make yourself and your friends rich. genuinely cannot think of a better job than investing if you are an intellectually curious person the job requires you to be a learning machine and constantly update your world view on business models industries technology geopolitics macro events sentiment it is genuinely cannot think of a better job than investing if you are"  
[X Link](https://x.com/glbeaty/status/1989904738079351219)  2025-11-16T03:53Z [----] followers, [----] engagements


"@UnknownTrader @DMOptions If Nasdaq really wanted $LFIN gone why not do so under rule 5810(c)(1) I would think being charged with fraud by the SEC would be a public interest concern. Meenavalli can probably produce a complaint 10-Q. Hell the board didn't even sign their 10-K and no one batted an eye"  
[X Link](https://x.com/glbeaty/status/983499771871719426)  2018-04-10T00:19Z [----] followers, [--] engagements


"$LFIN's PR says they'll file May 14th. This will take effect [--] days later which is somehow also May 14th. My guess is they meant to say they'll file tomorrow May 4th"  
[X Link](https://x.com/glbeaty/status/992158029448609794)  2018-05-03T21:44Z [----] followers, [--] engagements

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