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[@atelicinvest](/creator/twitter/atelicinvest)
"@dopamine_uptake hard one to observe in the wild for sure perhaps IBKR once again doing me a solid by not letting me buy into AIM shitcos"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1944142098133135566) 2025-07-12 21:09:31 UTC 13K followers, XXX engagements


"IMO the hardest thing about this AI shit is figuring out what is highly likely going to get solved over the next year or so"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1946032577162428520) 2025-07-18 02:21:36 UTC 13K followers, 2852 engagements


"Send me your cheapest Europoor stocks I will go through over the next month or so and reply with 1st cut thoughts. Like anyone - I have strong biases - but at the very least you'll find out what biases might make your stock cheap"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1870157864825958793) 2024-12-20 17:22:35 UTC 13K followers, 46.5K engagements


"Tell me you're underperforming without telling me"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1945263303665586568) 2025-07-15 23:24:47 UTC 13K followers, 30.2K engagements


"Whats the most *interesting* business youve come across"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1931695458877100491) 2025-06-08 12:51:01 UTC 13K followers, 66.7K engagements


"Cost per token goes down 10x They find ways to use 100x more processing to do something cooler. Rinse. Repeat"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1942399971707535479) 2025-07-08 01:46:55 UTC 13K followers, 5964 engagements


"Bankruptcy is a bankruptcy whether at XXX or 600k in"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1945246015617200268) 2025-07-15 22:16:05 UTC 13K followers, 2830 engagements


"@Evan4W @IndraStocks Does their "core" reporting line exclude legacy"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1946062079452238131) 2025-07-18 04:18:50 UTC 13K followers, XXX engagements


"starts with the whole writing down leading to people forgetting everything"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1946390086826041759) 2025-07-19 02:02:13 UTC 13K followers, 1169 engagements


"@Investmentideen @IBKR Its not ibkr I used to have a full trading desk with all the access you'd want. I'd still miss massive volumes cause some broker id never heard of specializes in shares of this particular shitco"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1942578218437075332) 2025-07-08 13:35:13 UTC 13K followers, 1066 engagements


"After a few thousand meetings with mgmt I've learned that the best way to assess them is not through words but their actions They'll say whatever words that'll sound good"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1945819295097012518) 2025-07-17 12:14:06 UTC 13K followers, 24.4K engagements


"Long shot Does anyone have experience with setting up a url that will respond to an LLM's fetch request with txt / html / pdf Trying to set one up and while curl / browser works as it should none of the LLMs are able to retrieve the content"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1946613256103379287) 2025-07-19 16:49:01 UTC 13K followers, XXX engagements


"@CalgaryLeveen Linde Shell ARM Unilever Rolls Royce RELX LSE Diageo Reckitt Imperial Ashtead Next Sage Informa S&N Admiral Rentokil ITRK Auto Trader Diploma Rightmove Im sure I messed up with some and some might already be on the list but you get the idea"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1945477779195400396) 2025-07-16 13:37:02 UTC 13K followers, XXX engagements


"There are no great investors or capital allocators - only people in the right place at the right time"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1945514283800072686) 2025-07-16 16:02:05 UTC 13K followers, 54K engagements


"@VoyagerResBina Why are you doing this to me"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1942421177038954909) 2025-07-08 03:11:11 UTC 13K followers, XXX engagements


"I can't buy this due to IBKR restrictions but for anyone into SaaS 1Spacial (AIM:SPA) might be of interest. 1Streetworks seems like a killer product. Small but growing fast"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1943340733316141245) 2025-07-10 16:05:11 UTC 13K followers, 10.6K engagements


"@ebitdaddy90 two issues X. speed - still hella faster than what I can do and you can run multiple streams at the same time so not as big of an issue but it is def much slower than o3 + web browsing X. i think they're using one of the 'cheaper to run' models - output is OK but could be better"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1946033615181341021) 2025-07-18 02:25:44 UTC 13K followers, XXX engagements


"My bar for agi is AI creating agi all by itself"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1946579665621266474) 2025-07-19 14:35:32 UTC 13K followers, 1817 engagements


"@ebitdaddy90 @DigBabby you don't see 'takeover mode' pop up"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1946031866634776677) 2025-07-18 02:18:47 UTC 13K followers, XXX engagements


"It's literally the default allocation for quite a lot of 401k lol"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1945265879999979858) 2025-07-15 23:35:01 UTC 13K followers, 1727 engagements


"Or 5589 - Auto Server - software for used car dealers to access auctions There is a supplier concentration - USS is the biggest auction player XX% market share. Can't get around it. But it's at 8x FCF Oh and that's before accounting for XX% market cap in cash"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1941003281020703071) 2025-07-04 05:16:58 UTC 13K followers, 2386 engagements


"@ebitdaddy90 yo legit this thing replaces like XX% of what I did as an analyst - chase down and piece together information in an attempt to answer a set of relatively ambiguous and vague questions"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1946029532621975729) 2025-07-18 02:09:30 UTC 13K followers, XXX engagements


"The part that ppl underestimate the most about serial acquirers is how their runway disappears at an exponential clip. It's the proverbial lilly pond problem"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1943086208500011401) 2025-07-09 23:13:47 UTC 13K followers, 20.5K engagements


"This is gonna one shot so many ppl. Imagine dot com bust for value investors but 100x stronger mental impact"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1942638173831717293) 2025-07-08 17:33:27 UTC 13K followers, 30.4K engagements


"@astridwilde1 how many years before it finds its way through to the frontier labs and we see insane accuracy over super long context length"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1946386969657012533) 2025-07-19 01:49:50 UTC 13K followers, XXX engagements


"@ManuelFaysse Can this run on non NVIDIA hardware (is it MLX compatible)"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1945846702403137824) 2025-07-17 14:03:00 UTC 13K followers, XXX engagements


"Even the skeptics are turning. what comes next"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1944761355023868320) 2025-07-14 14:10:13 UTC 13K followers, 23K engagements


"@ebitdaddy90 overall though combine this with variable compute and maybe combined o3 style 'web search' plus computer use - . you can see where it's going"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1946033736782663893) 2025-07-18 02:26:13 UTC 13K followers, XXX engagements


"@Sleepysolcap Isn't spx a lot of target date funds tho"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1945268095733383545) 2025-07-15 23:43:50 UTC 13K followers, XXX engagements


"@DaBao_ Japanese co listed on Taipei exchange Did they have significant presence outside of Japan back then"  
![@atelicinvest Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2244127460.png) [@atelicinvest](/creator/x/atelicinvest) on [X](/post/tweet/1941366341258313851) 2025-07-05 05:19:39 UTC 13K followers, XXX engagements