[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ramahluwalia Ram Ahluwalia CFA, Lumida Ram Ahluwalia CFA, Lumida posts on X about stocks, ai, investment, capital gains the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::16861509/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXXXX +8.50% - X Months XXXXXXXXX +15% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::16861509/posts_active)  - X Week XX -XX% - X Month XXX +11% - X Months XXX -XXXX% - X Year XXXXX -XX% ### Followers: XXXXXX [#](/creator/twitter::16861509/followers)  - X Week XXXXXX +0.23% - X Month XXXXXX +1.70% - X Months XXXXXX +5.60% - X Year XXXXXX +19% ### CreatorRank: XXXXXXX [#](/creator/twitter::16861509/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [stocks](/topic/stocks) 7.58%, [ai](/topic/ai) 7.58%, [investment](/topic/investment) #2186, [capital gains](/topic/capital-gains) #27, [solar](/topic/solar) #737, [$meta](/topic/$meta) 3.03%, [the world](/topic/the-world) 3.03%, [ledger](/topic/ledger) 3.03%, [fed rate](/topic/fed-rate) #213, [if you](/topic/if-you) XXXX% **Top accounts mentioned or mentioned by** [@lumidawealth](/creator/undefined) [@thepmoss](/creator/undefined) [@laurashin](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@sama](/creator/undefined) [@niccarter](/creator/undefined) [@isx33i](/creator/undefined) [@kevihaiceth](/creator/undefined) [@0xamol](/creator/undefined) [@thelawrenceyan](/creator/undefined) [@10009nyny](/creator/undefined) [@gorr1ceth](/creator/undefined) [@gaspermx310262](/creator/undefined) [@gordonjohnson19](/creator/undefined) [@apompliano](/creator/undefined) [@billackman](/creator/undefined) [@badenglishtea](/creator/undefined) [@lucaskirkaldy](/creator/undefined) [@askjussi](/creator/undefined) [@biomita](/creator/undefined) **Top assets mentioned** [Metadium (META)](/topic/$meta) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [CYCLEAN (CCL)](/topic/$ccl) [Apple, Inc. (AAPL)](/topic/$aapl) [S&P Global Inc (SPGI)](/topic/$spgi) [Decentral Games ICE (ICE)](/topic/$ice) [EQT, Corp. (EQT)](/topic/$eqt) [Microsoft Corp. (MSFT)](/topic/$msft) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Costco Wholesale Corporation (COST)](/topic/costco) [BlackRock Inc (BLK)](/topic/blackrock) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Metaplex (MPLX)](/topic/$mplx) [Royalty Pharma plc Class A Ordinary Shares (RPRX)](/topic/$rprx) [Centrifuge (CFG)](/topic/$cfg) [MPLX LP (MPLX)](/topic/mplx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Tesla, Inc. (TSLA)](/topic/tesla) [Elastic N.V. (ESTC)](/topic/$estc) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Applied Materials, Inc. (AMAT)](/topic/$amat) ### Top Social Posts Top posts by engagements in the last XX hours "Investor Tip: How is it possible for the S&P XXX to out-run GDP growth year after year Is that sustainable Take a step back. 2023: S&P up 20%+ 2024: S&P up XX% 2025: S&P up XX% How is this possible GDP hasn't kept pace. We have deficits wars etc. This is your self-test to understand markets. Bill Gross famously got this wrong - the link between GDP and market returns - a decade ago. Think about it for a minute before reading on. The S&P can and will out-run GDP growth due to Earnings Growth. Where does it come from X. Operating Leverage: A company can grow revenue X% but earnings will go up" [X Link](https://x.com/ramahluwalia/status/1997793136211300601) 2025-12-07T22:19Z 48.1K followers, 8468 engagements "@Gaspermx310262 @sama dont know it" [X Link](https://x.com/ramahluwalia/status/1984656395812159589) 2025-11-01T16:18Z 48.1K followers, XXX engagements "GAME RECOGNIZE GAME 13F Edition Citadel Point XX Two Sigma and Joel Greenblatt upped their exposure to Norwegian Cruise Lines. Did their algos listen to our breakdown (below) 🥲 The stock sold off recently in sympathy with a crowded position unwind in peers $RCL and $CCL combined with fears around the health of the U.S. Consumer. I'll give a link to our breakdown of the stock below. XX minutes of qualitative and quantiative analysis. We accumulated to a full position this week. When Mr. Market gives a gift best act on it. $NCLH" [X Link](https://x.com/ramahluwalia/status/1989836318956761548) 2025-11-15T23:22Z 48.1K followers, 4650 engagements "Take a look at Apple's valuation. Not sure who is buying at these levels but you have the confidence of Tiger Global in 2021. $AAPL" [X Link](https://x.com/ramahluwalia/status/1991250278855700545) 2025-11-19T21:00Z 48.1K followers, 8164 engagements "Happy Thanksgiving. Im deeply grateful for the privilege to serve as a steward of your capital. Investing is an act of Trust. That trust is earned slowly and tested often and we never take it for granted. To invest on someones behalf is to shoulder the volatility and carry the emotional load of markets so you dont have to. Its a duty we embrace. Our job is to stay steady when the world feels unsteady to make disciplined decisions when the noise is loudest and to protect your ability to pursue what matters most: family purpose and the freedom to choose your path. This year reminded me that" [X Link](https://x.com/ramahluwalia/status/1994171364459336094) 2025-11-27T22:27Z 48.1K followers, 10.5K engagements "EVERY DAY UP this Thanksgiving week. Thats something else to be grateful for :) We bot these quality compounders noted below last Fri: $SPGI and $ICE also bot $MSFT and $META and in the datacenter and nat gas space: $EQT Many names and themes should do well now thru year end. The best businesses in the world went on sale so were focused there. I expect well get to ATHs by year end. A lot of capital exited the market these last few weeks and are now falling over themselves to get back in. Thats why we have this string of gains. If the Fed does not cut then that wont happen. Rate cut" [X Link](https://x.com/ramahluwalia/status/1994511521603334353) 2025-11-28T20:59Z 48.1K followers, 6722 engagements "2/ In the semi space we like Qualcomm. More writeups in our weekly newsletter this weekend. $QCOM Source:%20Lumida%20Ledger" [X Link](https://x.com/ramahluwalia/status/1994511920741925124) 2025-11-28T21:01Z 48.1K followers, 1310 engagements "Record Black Friday Sales We have plenty of Consumer Discretionary names accumulated in our portfolio. Note: These record sales have nothing to do with speculation around or sensitivity to Fed rate cuts. The real economy continues to grow at a healthy rate with a pattern of disinflation. This is a services led baby boomer economy fueled by transfer payments and a wealth effect. Hard to derail that train folks" [X Link](https://x.com/ramahluwalia/status/1994810284238569648) 2025-11-29T16:46Z 48.1K followers, 15K engagements "Investment Tip: Size is the enemy of returns. Consider Costco. Great business. .but it has a 50x PE ratio and is more expensive than nearly all Mag X stocks. You would think the hot dog is paired with GPU chips on the side. Costco is now down year-over-year. Here are the owners of this stock: Blackrock JP Morgan T. Rowe Price Norges Bank Charles Schwab. Those are the biggest investors in the world. They are so big they have to own it. Size is the enemy of returns" [X Link](https://x.com/ramahluwalia/status/1995297556553699350) 2025-12-01T01:03Z 48.1K followers, 9616 engagements "LEFT FOR DEAD Mean Reversion Edition Last year around this time the worst performing stocks in the market were Tanker stocks and intl value names like $PAGS. They had a horrendous 2024. This year They ran up 50%+. And international value names ran up across the board too. Will we see left for dead stocks rally hard in 2026 Yes of course. Do you buy whatever dropped the most No. Start with the ones that have earnings growth but fell out of favor. I believe a couple of software names will do very well in 2026 I was a vocal bear on software getting bullish now. Software is Still Eating the World" [X Link](https://x.com/ramahluwalia/status/1995691590283661494) 2025-12-02T03:08Z 48.1K followers, 13.2K engagements "IS THERE A BUBBLE Yes. No its not Nvidia or AI. Its long term sovereign debt. Today you pay X% to lend to the US government at a X% inflation rate. That makes no sense. You are getting a X% real return and taking on interest rate risk. I see many many stocks that pay dividends and have real earnings growth that are investment grade. And there are other forms of lending like MBS or ABS that have a higher return if you want to stick to bonds. It makes zero sense to own a X% bond in a higher for longer inflation world. This is also a critique of 60/40 - which stuffs investors portfolios full of" [X Link](https://x.com/ramahluwalia/status/1996058181017993617) 2025-12-03T03:25Z 48.1K followers, 6841 engagements "@Bio_Mita many can be found with a screener I own $MPLX $RPRX $REPX $CFG check IG status this is off the top of my head with corporates earnings and dividends grow over time too sovereign debt is bananas" [X Link](https://x.com/ramahluwalia/status/1996061070855917687) 2025-12-03T03:36Z 48.1K followers, XXX engagements "AI MEETS INVESTING Ive been writing about how we see AI transforming investing in all aspects: - from idea generation - portfolio monitoring - servicing - the UX - all of it We have quietly built a powerful mobile AI app based on our lived experiences. We rolled out a Live News Feed on our app which is now in the Testflight store. The app also orients around Themes which is how real human beings tell stories to one another about trends. We also have pre-loaded the portfolios of legends like Druck and other investors here. If you want beta access instructions below" [X Link](https://x.com/ramahluwalia/status/1996539635615306143) 2025-12-04T11:18Z 48.1K followers, 10.8K engagements ""Stage X decline" technical analysis like this doesn't work on stocks where investors recognize value. I like @TedHZhang's approach for commodities and other assets (that also have right-tailed skew). Ted would be right if we were looking at say a Uranium commodity. When investors see value they sweep in and buy at key levels. You have to distinguish between the type of asset you are looking at. CFA Level 4" [X Link](https://x.com/ramahluwalia/status/1997006823476306210) 2025-12-05T18:15Z 48.1K followers, 7025 engagements "How far can Netflix drop Well its still pricier than $NVDA. We were the first to call out Warner Brother vs Netflix below Have quite a few thoughts on what this means for Netflix" [X Link](https://x.com/ramahluwalia/status/1997090304680452373) 2025-12-05T23:46Z 48.1K followers, 11.6K engagements "Thoughts on Waymo vs Tesla FSD Defense Tech China vs Taiwan Good to be back in San Francisco and Palo Alto area: mother of Google Meta Tesla Apple Nvidia and so much more" [X Link](https://x.com/ramahluwalia/status/1997106110071976263) 2025-12-06T00:49Z 48.1K followers, 4053 engagements "This should be retitled to Investing in OpenAI at a half a trillion valuation looks insane I spent time in SF with folks around Google and OpenAI yesterday will share more The valuation altitude" [X Link](https://x.com/ramahluwalia/status/1997342436805513396) 2025-12-06T16:28Z 48.1K followers, 7260 engagements "Last week I wrote a thread on how to cut capital gains tax substantially. @LumidaWealth are taking advantage of these and other strategies you may never have realized existed. Ill drop a thread tomorrow on how the Solar ITC strategy works" [X Link](https://x.com/ramahluwalia/status/1997433640020529648) 2025-12-06T22:31Z 48.1K followers, 1069 engagements "Bloomberg: Homeowners Rush to Get Expiring Solar Tax Credits Bloomberg has an article on another strategy involving Solar Investment Tax Credits. I am using this personally to cut the taxes on the substantial gains we made from the 8X gains investing in CoreWeave pre-IPO. Does your wealth manager have a clue how these work Your accountant My guess is no. Thats one of the reasons why I founded @lumidawealth" [X Link](https://x.com/ramahluwalia/status/1997433446646644891) 2025-12-06T22:30Z 48.1K followers, 8215 engagements "IPO SEASON & ANIMAL SPIRITS In poker there is an expression called playing tight. Its an environment where you have a competitive market and should be far more selective. Tis that season. IPO season is waning. There will be another IPO spurt for Databricks and Anthropic who is ever so skillfully front-running OpenAI. Back in 2021 we saw a flurry of over-priced deals with lack of valuation discipline. In the last several months there are several deals that can only be described as egregiously over priced. Notice many Animal Spirit names are not back to ATHs despite the S&P essentially there." [X Link](https://x.com/ramahluwalia/status/1997499964356702302) 2025-12-07T02:54Z 48.1K followers, 7676 engagements "CAN YOU CUT YOUR TAX BILL IN HALF The wealthy use this tactic to slash their income and capital gains taxes. Have you heard of solar investment tax credits Theyve just completely changed. Heres how it works and how you can take advantage 👇" [X Link](https://x.com/ramahluwalia/status/1997715742888968680) 2025-12-07T17:12Z 48.1K followers, 3801 engagements "FSD 21: How to hedge the Fed rate cut cheaply" [X Link](https://x.com/ramahluwalia/status/1998513146089349482) 2025-12-09T22:00Z 48.1K followers, 1666 engagements "THE DEATH OF SAAS IS GREATLY EXAGGERATED Mongo DB is up XX% after reporting. This is more evidence that the bottom is in for software stocks. We believe $ESTC and $TEAM are direct beneficiares of AI adoption. If you can flip from bearish to bullish based on incoming data and stay mentally flexible you're doing it right" [X Link](https://x.com/ramahluwalia/status/1995837092807520577) 2025-12-02T12:46Z 48.1K followers, 14.7K engagements "BACK TO THE SAM ALTMAN TOP The market subtracted X% and then added back X% after that horrendous interview. A few perceptions are different now: (1) Midterm election risk (2) Quite a few Semiconductors have never been more expensive (see $AMAT for example) (3) AI is Eating the World is facing competition from AI Slop is Flooding My Feed (4) The market is recognizing that incumbents (like Google) are much better positioned than well-backed AI startups at stratospheric valuations That doesn't help the semiconductor capex story. (5) There are questions about capex sustainability outside of Mag 7" [X Link](https://x.com/ramahluwalia/status/1997855902506840454) 2025-12-08T02:29Z 48.1K followers, 9855 engagements "BET AGAINST BETA I feel bad for the folks that bought the Monday market futures gap up interpreting that as a buy signal rather than as an opportunity to reduce risk. Reminds me of this guy on the bike. The S&P is down two days sequentially after a nice Thanksgiving period rally. I am inclined to protect capital after a nice multi-week gain in consumer discretionary Under the surface large tech names are giving up ground and the XX year is creeping up. Mr Market needs to digest. High beta names look extended. The X-Mas Gift from the Fed was the pre-announced Dec cut. X-Mas arrived early." [X Link](https://x.com/ramahluwalia/status/1998579840656543864) 2025-12-10T02:25Z 48.1K followers, 1565 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ramahluwalia Ram Ahluwalia CFA, Lumida
Ram Ahluwalia CFA, Lumida posts on X about stocks, ai, investment, capital gains the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXXXX +8.50%
- X Months XXXXXXXXX +15%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +11%
- X Months XXX -XXXX%
- X Year XXXXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +0.23%
- X Month XXXXXX +1.70%
- X Months XXXXXX +5.60%
- X Year XXXXXX +19%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXX% automotive brands XXXX% countries XXXX%
Social topic influence stocks 7.58%, ai 7.58%, investment #2186, capital gains #27, solar #737, $meta 3.03%, the world 3.03%, ledger 3.03%, fed rate #213, if you XXXX%
Top accounts mentioned or mentioned by @lumidawealth @thepmoss @laurashin @sixsigmacapital @sama @niccarter @isx33i @kevihaiceth @0xamol @thelawrenceyan @10009nyny @gorr1ceth @gaspermx310262 @gordonjohnson19 @apompliano @billackman @badenglishtea @lucaskirkaldy @askjussi @biomita
Top assets mentioned Metadium (META) PagSeguro Digital Ltd. (PAGS) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Royal Caribbean Cruises Ltd (RCL) CYCLEAN (CCL) Apple, Inc. (AAPL) S&P Global Inc (SPGI) Decentral Games ICE (ICE) EQT, Corp. (EQT) Microsoft Corp. (MSFT) QUALCOMM, Inc. (QCOM) Costco Wholesale Corporation (COST) BlackRock Inc (BLK) Charles Schwab Corporation (SCHW) Metaplex (MPLX) Royalty Pharma plc Class A Ordinary Shares (RPRX) Centrifuge (CFG) MPLX LP (MPLX) Warner Bros Discovery, Inc. (WBD) Tesla, Inc. (TSLA) Elastic N.V. (ESTC) Atlassian Corporation PLC (TEAM) Applied Materials, Inc. (AMAT)
Top Social Posts
Top posts by engagements in the last XX hours
"Investor Tip: How is it possible for the S&P XXX to out-run GDP growth year after year Is that sustainable Take a step back. 2023: S&P up 20%+ 2024: S&P up XX% 2025: S&P up XX% How is this possible GDP hasn't kept pace. We have deficits wars etc. This is your self-test to understand markets. Bill Gross famously got this wrong - the link between GDP and market returns - a decade ago. Think about it for a minute before reading on. The S&P can and will out-run GDP growth due to Earnings Growth. Where does it come from X. Operating Leverage: A company can grow revenue X% but earnings will go up"
X Link 2025-12-07T22:19Z 48.1K followers, 8468 engagements
"@Gaspermx310262 @sama dont know it"
X Link 2025-11-01T16:18Z 48.1K followers, XXX engagements
"GAME RECOGNIZE GAME 13F Edition Citadel Point XX Two Sigma and Joel Greenblatt upped their exposure to Norwegian Cruise Lines. Did their algos listen to our breakdown (below) 🥲 The stock sold off recently in sympathy with a crowded position unwind in peers $RCL and $CCL combined with fears around the health of the U.S. Consumer. I'll give a link to our breakdown of the stock below. XX minutes of qualitative and quantiative analysis. We accumulated to a full position this week. When Mr. Market gives a gift best act on it. $NCLH"
X Link 2025-11-15T23:22Z 48.1K followers, 4650 engagements
"Take a look at Apple's valuation. Not sure who is buying at these levels but you have the confidence of Tiger Global in 2021. $AAPL"
X Link 2025-11-19T21:00Z 48.1K followers, 8164 engagements
"Happy Thanksgiving. Im deeply grateful for the privilege to serve as a steward of your capital. Investing is an act of Trust. That trust is earned slowly and tested often and we never take it for granted. To invest on someones behalf is to shoulder the volatility and carry the emotional load of markets so you dont have to. Its a duty we embrace. Our job is to stay steady when the world feels unsteady to make disciplined decisions when the noise is loudest and to protect your ability to pursue what matters most: family purpose and the freedom to choose your path. This year reminded me that"
X Link 2025-11-27T22:27Z 48.1K followers, 10.5K engagements
"EVERY DAY UP this Thanksgiving week. Thats something else to be grateful for :) We bot these quality compounders noted below last Fri: $SPGI and $ICE also bot $MSFT and $META and in the datacenter and nat gas space: $EQT Many names and themes should do well now thru year end. The best businesses in the world went on sale so were focused there. I expect well get to ATHs by year end. A lot of capital exited the market these last few weeks and are now falling over themselves to get back in. Thats why we have this string of gains. If the Fed does not cut then that wont happen. Rate cut"
X Link 2025-11-28T20:59Z 48.1K followers, 6722 engagements
"2/ In the semi space we like Qualcomm. More writeups in our weekly newsletter this weekend. $QCOM Source:%20Lumida%20Ledger"
X Link 2025-11-28T21:01Z 48.1K followers, 1310 engagements
"Record Black Friday Sales We have plenty of Consumer Discretionary names accumulated in our portfolio. Note: These record sales have nothing to do with speculation around or sensitivity to Fed rate cuts. The real economy continues to grow at a healthy rate with a pattern of disinflation. This is a services led baby boomer economy fueled by transfer payments and a wealth effect. Hard to derail that train folks"
X Link 2025-11-29T16:46Z 48.1K followers, 15K engagements
"Investment Tip: Size is the enemy of returns. Consider Costco. Great business. .but it has a 50x PE ratio and is more expensive than nearly all Mag X stocks. You would think the hot dog is paired with GPU chips on the side. Costco is now down year-over-year. Here are the owners of this stock: Blackrock JP Morgan T. Rowe Price Norges Bank Charles Schwab. Those are the biggest investors in the world. They are so big they have to own it. Size is the enemy of returns"
X Link 2025-12-01T01:03Z 48.1K followers, 9616 engagements
"LEFT FOR DEAD Mean Reversion Edition Last year around this time the worst performing stocks in the market were Tanker stocks and intl value names like $PAGS. They had a horrendous 2024. This year They ran up 50%+. And international value names ran up across the board too. Will we see left for dead stocks rally hard in 2026 Yes of course. Do you buy whatever dropped the most No. Start with the ones that have earnings growth but fell out of favor. I believe a couple of software names will do very well in 2026 I was a vocal bear on software getting bullish now. Software is Still Eating the World"
X Link 2025-12-02T03:08Z 48.1K followers, 13.2K engagements
"IS THERE A BUBBLE Yes. No its not Nvidia or AI. Its long term sovereign debt. Today you pay X% to lend to the US government at a X% inflation rate. That makes no sense. You are getting a X% real return and taking on interest rate risk. I see many many stocks that pay dividends and have real earnings growth that are investment grade. And there are other forms of lending like MBS or ABS that have a higher return if you want to stick to bonds. It makes zero sense to own a X% bond in a higher for longer inflation world. This is also a critique of 60/40 - which stuffs investors portfolios full of"
X Link 2025-12-03T03:25Z 48.1K followers, 6841 engagements
"@Bio_Mita many can be found with a screener I own $MPLX $RPRX $REPX $CFG check IG status this is off the top of my head with corporates earnings and dividends grow over time too sovereign debt is bananas"
X Link 2025-12-03T03:36Z 48.1K followers, XXX engagements
"AI MEETS INVESTING Ive been writing about how we see AI transforming investing in all aspects: - from idea generation - portfolio monitoring - servicing - the UX - all of it We have quietly built a powerful mobile AI app based on our lived experiences. We rolled out a Live News Feed on our app which is now in the Testflight store. The app also orients around Themes which is how real human beings tell stories to one another about trends. We also have pre-loaded the portfolios of legends like Druck and other investors here. If you want beta access instructions below"
X Link 2025-12-04T11:18Z 48.1K followers, 10.8K engagements
""Stage X decline" technical analysis like this doesn't work on stocks where investors recognize value. I like @TedHZhang's approach for commodities and other assets (that also have right-tailed skew). Ted would be right if we were looking at say a Uranium commodity. When investors see value they sweep in and buy at key levels. You have to distinguish between the type of asset you are looking at. CFA Level 4"
X Link 2025-12-05T18:15Z 48.1K followers, 7025 engagements
"How far can Netflix drop Well its still pricier than $NVDA. We were the first to call out Warner Brother vs Netflix below Have quite a few thoughts on what this means for Netflix"
X Link 2025-12-05T23:46Z 48.1K followers, 11.6K engagements
"Thoughts on Waymo vs Tesla FSD Defense Tech China vs Taiwan Good to be back in San Francisco and Palo Alto area: mother of Google Meta Tesla Apple Nvidia and so much more"
X Link 2025-12-06T00:49Z 48.1K followers, 4053 engagements
"This should be retitled to Investing in OpenAI at a half a trillion valuation looks insane I spent time in SF with folks around Google and OpenAI yesterday will share more The valuation altitude"
X Link 2025-12-06T16:28Z 48.1K followers, 7260 engagements
"Last week I wrote a thread on how to cut capital gains tax substantially. @LumidaWealth are taking advantage of these and other strategies you may never have realized existed. Ill drop a thread tomorrow on how the Solar ITC strategy works"
X Link 2025-12-06T22:31Z 48.1K followers, 1069 engagements
"Bloomberg: Homeowners Rush to Get Expiring Solar Tax Credits Bloomberg has an article on another strategy involving Solar Investment Tax Credits. I am using this personally to cut the taxes on the substantial gains we made from the 8X gains investing in CoreWeave pre-IPO. Does your wealth manager have a clue how these work Your accountant My guess is no. Thats one of the reasons why I founded @lumidawealth"
X Link 2025-12-06T22:30Z 48.1K followers, 8215 engagements
"IPO SEASON & ANIMAL SPIRITS In poker there is an expression called playing tight. Its an environment where you have a competitive market and should be far more selective. Tis that season. IPO season is waning. There will be another IPO spurt for Databricks and Anthropic who is ever so skillfully front-running OpenAI. Back in 2021 we saw a flurry of over-priced deals with lack of valuation discipline. In the last several months there are several deals that can only be described as egregiously over priced. Notice many Animal Spirit names are not back to ATHs despite the S&P essentially there."
X Link 2025-12-07T02:54Z 48.1K followers, 7676 engagements
"CAN YOU CUT YOUR TAX BILL IN HALF The wealthy use this tactic to slash their income and capital gains taxes. Have you heard of solar investment tax credits Theyve just completely changed. Heres how it works and how you can take advantage 👇"
X Link 2025-12-07T17:12Z 48.1K followers, 3801 engagements
"FSD 21: How to hedge the Fed rate cut cheaply"
X Link 2025-12-09T22:00Z 48.1K followers, 1666 engagements
"THE DEATH OF SAAS IS GREATLY EXAGGERATED Mongo DB is up XX% after reporting. This is more evidence that the bottom is in for software stocks. We believe $ESTC and $TEAM are direct beneficiares of AI adoption. If you can flip from bearish to bullish based on incoming data and stay mentally flexible you're doing it right"
X Link 2025-12-02T12:46Z 48.1K followers, 14.7K engagements
"BACK TO THE SAM ALTMAN TOP The market subtracted X% and then added back X% after that horrendous interview. A few perceptions are different now: (1) Midterm election risk (2) Quite a few Semiconductors have never been more expensive (see $AMAT for example) (3) AI is Eating the World is facing competition from AI Slop is Flooding My Feed (4) The market is recognizing that incumbents (like Google) are much better positioned than well-backed AI startups at stratospheric valuations That doesn't help the semiconductor capex story. (5) There are questions about capex sustainability outside of Mag 7"
X Link 2025-12-08T02:29Z 48.1K followers, 9855 engagements
"BET AGAINST BETA I feel bad for the folks that bought the Monday market futures gap up interpreting that as a buy signal rather than as an opportunity to reduce risk. Reminds me of this guy on the bike. The S&P is down two days sequentially after a nice Thanksgiving period rally. I am inclined to protect capital after a nice multi-week gain in consumer discretionary Under the surface large tech names are giving up ground and the XX year is creeping up. Mr Market needs to digest. High beta names look extended. The X-Mas Gift from the Fed was the pre-announced Dec cut. X-Mas arrived early."
X Link 2025-12-10T02:25Z 48.1K followers, 1565 engagements