# ![@ramahluwalia Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::16861509.png) @ramahluwalia Ram Ahluwalia CFA, Lumida

Ram Ahluwalia CFA, Lumida posts on X about ai, stocks, open ai, $nvda the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::16861509/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16861509/c:line/m:interactions.svg)

- [--] Week [-------] +51%
- [--] Month [-------] +10%
- [--] Months [---------] +13%
- [--] Year [---------] -59%

### Mentions: [--] [#](/creator/twitter::16861509/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16861509/c:line/m:posts_active.svg)

- [--] Week [--] +52%
- [--] Month [---] +31%
- [--] Months [---] +47%
- [--] Year [-----] -45%

### Followers: [------] [#](/creator/twitter::16861509/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16861509/c:line/m:followers.svg)

- [--] Week [------] +0.13%
- [--] Month [------] +0.42%
- [--] Months [------] +4.60%
- [--] Year [------] +13%

### CreatorRank: [-------] [#](/creator/twitter::16861509/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16861509/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #5653 [stocks](/list/stocks)  #5395 [technology brands](/list/technology-brands)  20.34% [countries](/list/countries)  3.39% [cryptocurrencies](/list/cryptocurrencies)  3.39% [celebrities](/list/celebrities)  3.39% [exchanges](/list/exchanges)  #5087 [financial services](/list/financial-services)  #1807 [travel destinations](/list/travel-destinations)  1.69% [automotive brands](/list/automotive-brands)  1.69%

**Social topic influence**
[ai](/topic/ai) #3341, [stocks](/topic/stocks) #1724, [open ai](/topic/open-ai) #754, [$nvda](/topic/$nvda) #648, [if you](/topic/if-you) 5.93%, [ceo](/topic/ceo) #626, [money](/topic/money) 5.93%, [crypto](/topic/crypto) #3776, [silver](/topic/silver) 5.93%, [this is](/topic/this-is) #5426

**Top accounts mentioned or mentioned by**
[@10009nyny](/creator/undefined) [@laurashin](/creator/undefined) [@mrderivatives](/creator/undefined) [@baselayerso](/creator/undefined) [@lightabuneojo](/creator/undefined) [@jrupena](/creator/undefined) [@lowbeta](/creator/undefined) [@lumidawealth](/creator/undefined) [@coinbureau](/creator/undefined) [@qcapital2020](/creator/undefined) [@sedonaroxx](/creator/undefined) [@stockmktnewz](/creator/undefined) [@luxalgo](/creator/undefined) [@wolffinancial](/creator/undefined) [@kobeissiletter](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@wolfdefense](/creator/undefined) [@wallstengine](/creator/undefined) [@faststocknewss](/creator/undefined) [@themesetfs](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Goldman Sachs (GS)](/topic/goldman-sachs) [Morgan Stanley (MS)](/topic/$ms) [Tesla, Inc. (TSLA)](/topic/tesla) [RAI Finance (SOFI)](/topic/$sofi) [Spacemesh (SMH)](/topic/$smh) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Costco Hot Dog (COST)](/topic/$cost) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [PayPal Holdings Inc (PYPL)](/topic/$pypl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@pzrsaa $10 Tn in market cap is in this guys hands"  
[X Link](https://x.com/ramahluwalia/status/2023057479991480544)  2026-02-15T15:31Z 48.7K followers, [----] engagements


"1/ DCG tokens are selling down hard. GBTC broke below $8 on Fri. It's been 30-days since Gemini Earn interest was paid. If there is a cure period we're crossing that threshold. That raises the prospects of a Notice of Default from Gemini. @MessariCrypto sorted by [--] hr %"  
[X Link](https://x.com/ramahluwalia/status/1604071998253998080)  2022-12-17T11:12Z 48.7K followers, 478.5K engagements


"In Switzerland the 'rule of bank' trumps the 'rule of law. The government agreed to change the law to fast-track UBSs acquisition of Credit Suisse and bypass shareholder consent. Shareholders will be wiped out. Were the Swiss banks ever truly private then 🤔"  
[X Link](https://x.com/ramahluwalia/status/1637548800620347394)  2023-03-19T20:17Z 48.7K followers, 84K engagements


"BESSENT AND TRUMP CHAT "Mr. President Id like to bring something to your attention. The Nasdaq has now erased post election gains. Its the tariffs sir Trump must be getting an earful. MR. MARKET HAS TARIFFS ON HIS MIND Markets started tanking into the close just after this headline hit re: tariffs. The Vix is now over [--] and we're seeing signs of fear. https://t.co/xLFXIamV16 MR. MARKET HAS TARIFFS ON HIS MIND Markets started tanking into the close just after this headline hit re: tariffs. The Vix is now over [--] and we're seeing signs of fear. https://t.co/xLFXIamV16"  
[X Link](https://x.com/ramahluwalia/status/1895304460089598254)  2025-02-28T02:46Z 48.7K followers, 134.8K engagements


"OpenAI is planning a $1 Tn IPO in [----]. That could potentially be the time to be cautious on AI stocks. (We'll have to assess then.) 2000s: Goldman Sachs IPO was a top signal 2007: Apollo and Blackstone 2021: SPAC and IPO boom ends That large new issue would need to be absorbed. We're going to learn a ton from their S-1 filing in [----]. The old joke about Wall Street is that your revenue walks out the door each night. Its a (tech enabled) people business. Compensation expense as a % of Revenue for an investment bank is around 45%. OpenAI is paying out 110% of revenue as compensation expense"  
[X Link](https://x.com/ramahluwalia/status/1983881773256704297)  2025-10-30T13:00Z 48.7K followers, 217.1K engagements


"FRONT RUN SAM ALTMAN I am a semiconductor capex receiver thesis bull. That means I like the picks and shovels layer. I prefer receivers of capex sending over payers. @sama comes across as way too defensive when asked how they can possibly spend $1 Tn+ in capex. Even if they 10x revenues from $13 Bn to $130 Bn the numbers simply do not make any sense. The best move here is to buy the datacenter supply chain. Front run Sam Altman. OpenAI is planning a $1 Tn IPO in [----]. That could potentially be the time to be cautious on AI stocks. (We'll have to assess then.) 2000s: Goldman Sachs IPO was a"  
[X Link](https://x.com/ramahluwalia/status/1984653058144350653)  2025-11-01T16:05Z 48.7K followers, 233.9K engagements


"CONSTELLATION SOFTWARE I guess its fashionable to point out how quality darling Constellation Software is down 40%. $CSU was on Goldmans conviction list last year if memory serves. I pointed out Constellation was insanely over-priced back in q4 [--] at 100x. At that price You will have great grandkids before you see your principal. Interestingly the name rallied [--] more months on momentum. Then it rolled over. A lot of other quality names like $FIGO and $CAVA and others also cracked. A lot of quality investors that went to school studying Buffett forgot that valuation matters. 1) Price is what"  
[X Link](https://x.com/ramahluwalia/status/2011630575803666487)  2026-01-15T02:44Z 48.6K followers, [----] engagements


"Non-Consensus: CoreWeave The WSJ article had an article titled "What's Ailing CoreWeave" on December 16th. Those articles caused a low in the stock of around $70. Fast forward and now we have a headline of $NVDA investing in Coreweave. The stock is now $100. And the WSJ has a positive article. That's a 42% return in a month and half. That's classic non-consensus. (Disclosure: $CRWV is a Lumida [----] stock pick. We remain long.) https://twitter.com/i/web/status/2015862587053740449 https://twitter.com/i/web/status/2015862587053740449"  
[X Link](https://x.com/ramahluwalia/status/2015862587053740449)  2026-01-26T19:01Z 48.6K followers, [----] engagements


"Whats happening now Recent buyers are paper hands / tourists / momentum chaser and now are trapped buyers. They got a dose of reality and will rush to exit"  
[X Link](https://x.com/ramahluwalia/status/2017310845156704477)  2026-01-30T18:55Z 48.6K followers, [----] engagements


"Note: If you are owning momentum you want to have paper hands. The key is detecting and participating in early momentum. If you are a quality value investor you need strong hands while your asset is mispriced or you will be shaken out. Paper hands is a form of mental flexibility. Diamond hands is a form conviction. If you know the asset and have a concept of intrinsic value choose diamond hands. Gold is a momentum idea. There is no valuation framework. The gold run has out paced dollar debasement drastically. So it is a momentum and crowd idea. You want to be paper hands there."  
[X Link](https://x.com/ramahluwalia/status/2017383304883019946)  2026-01-30T23:43Z 48.6K followers, [----] engagements


"Investor Tip: When to have paper hands and when to have diamond hands. How does this interplay with momentum assets and quality value assets. (below) Note: If you are owning momentum you want to have paper hands. The key is detecting and participating in early momentum. If you are a quality value investor you need strong hands while your asset is mispriced or you will be shaken out. Paper hands is a form of mental Note: If you are owning momentum you want to have paper hands. The key is detecting and participating in early momentum. If you are a quality value investor you need strong hands"  
[X Link](https://x.com/ramahluwalia/status/2017400898113479108)  2026-01-31T00:53Z 48.6K followers, [----] engagements


"OpenAIs revenue performance obligations are like a metastasized Stage IV cancer. I think you could create a basket called OpenAI Related and you would see it easily lags benchmarks. Names in there would be: $ORCL $MSFT and others Fortunately markets have priced in this risk sooner than otherwise. We wont ever see a Dot Com level bubble ever again because markets are always learning and memory of that era is in practitioners minds. The pre-condition of the Dotcom bubble was the retirement of nearly every money manager in the Nifty Fifty bubble (except Warren Buffett). Why are markets down Mr."  
[X Link](https://x.com/ramahluwalia/status/2017653364025446707)  2026-01-31T17:37Z 48.6K followers, [----] engagements


"IS OPENAI TOO BIG TO FAIL More issues from OpenAI continue to surface and it's weighing on any company linked to OpenAI. This stuff reminds me of subprime mortgage securitization. Bad debt was issued and syndicated around the ecosystem this time's it is OpenAI's equity. The scope is $1 Tn in corporate debt obligations backed by $830 Bn in made up valuation equity. Sam Altman: "OpenAI adoption is slower than we thought." Jensen: "We didn't agree to invest $100 Bn. We were 'invited' to spend $100 Bn." Have you noticed Brad Gerstner isn't participating. NVIDIA AND REALPOLITIK It was foolish for"  
[X Link](https://x.com/ramahluwalia/status/2018746394505613666)  2026-02-03T18:00Z 48.6K followers, [----] engagements


"Chipotle shareholders continue to run for the border (after earnings) $CMG Chipotle shareholders tired of soggy burritos $CMG https://t.co/pXVBbs4F8N Chipotle shareholders tired of soggy burritos $CMG https://t.co/pXVBbs4F8N"  
[X Link](https://x.com/ramahluwalia/status/2018798047564824606)  2026-02-03T21:25Z 48.6K followers, [----] engagements


"This is Davids indirect way of putting his hat in the ring for PayPal CEO. Realize that all payments stocks are destroyed. Stripe would be down 50%+ if subject to mark to market. Payments is brutally competitive. Avoid competition. $PYPL A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to"  
[X Link](https://x.com/ramahluwalia/status/2019057648339976302)  2026-02-04T14:37Z 48.6K followers, [----] engagements


"THE BUBBLE IN VENTURE CAPITAL What you are seeing unfold is a massive unwind in the venture capital market. Private market valuations bear no resemblance to reality. The Brex take under at 50% of [----] valuations is evidence of that. IPOs of dozens of VC darlings that tank is another. Companies staying private and avoiding the mark to market discipline of private markets is another example of that. 75% of [----] IPOs are below their IPO price (despite 20% inflation since) Over $1 trillion in private capital is now tied up in unicorns valued on internal marks not clearing prices. Secondary"  
[X Link](https://x.com/ramahluwalia/status/2019352267560833025)  2026-02-05T10:07Z 48.7K followers, 12.7K engagements


"FSD 46: How Sam Altman Broke the World a https://x.com/i/broadcasts/1LyxBXgrQLYGN https://x.com/i/broadcasts/1LyxBXgrQLYGN"  
[X Link](https://x.com/ramahluwalia/status/2019379514179268890)  2026-02-05T11:56Z 48.6K followers, [----] engagements


"FSD 47: The Market with No Bid https://x.com/i/broadcasts/1LyGBXgALWyxN https://x.com/i/broadcasts/1LyGBXgALWyxN"  
[X Link](https://x.com/ramahluwalia/status/2019530480761348480)  2026-02-05T21:56Z 48.6K followers, [----] engagements


"The Lumida Ledger really nailed it this week. We should charge for this but genuinely want to help people make better decisions. You can look at my views on any week in the last three years. Some excerpts. subscribe here https://t.co/EVWxGrHyRe subscribe here https://t.co/EVWxGrHyRe"  
[X Link](https://x.com/ramahluwalia/status/2019566025461969158)  2026-02-06T00:17Z 48.6K followers, [----] engagements


"@TheOtherParker_ Crypto was in a bear market with and without 10/10. 10/10 accelerated the issues"  
[X Link](https://x.com/ramahluwalia/status/2019709038947393905)  2026-02-06T09:45Z 48.6K followers, [----] engagements


"DATABRICKS wants to IPO. They are valued at $134 Bn. Meanwhile SaaS multiples have crashed to earth. Do you think Data bricks is worth $134 Bn in public markets No. Venture capital is making the world a better place for all of us. The tech innovation and moonshots we need that. But this is another example of the bubble in private venture markets. Maybe Lumida should open up an outsourced CIO service to help big money managers navigate. We see study and participate in ALL of the asset classes: public markets pre-IPO private credit venture commodities etc. That gives us a unique perspective and"  
[X Link](https://x.com/ramahluwalia/status/2019717614059081841)  2026-02-06T10:19Z 48.6K followers, 12.1K engagements


"2/ Digital assets are still in a bear market though mind the timeframe"  
[X Link](https://x.com/ramahluwalia/status/2020687694808969612)  2026-02-09T02:34Z 48.6K followers, [---] engagements


"3/ Did you know Suggested to my wife we name our first son Tom Brady Ahluwalia Did not roll off the tongue was vetoed. what a story from Michigan second string to GOAT excellence inspires"  
[X Link](https://x.com/ramahluwalia/status/2020689138450575666)  2026-02-09T02:40Z 48.6K followers, [---] engagements


"@Rewkang AI is a slow take-off not a fast take-off world Productivity and abundance are coming but not this quick"  
[X Link](https://x.com/ramahluwalia/status/2020691084784103633)  2026-02-09T02:47Z 48.7K followers, [----] engagements


"Two Texas billionaires tried to buy all the silver on Earth in [----]. Nelson and William Hunt spent $1 billion buying [---] million ounces. Silver went from $6 to $50 per ounce in [--] months. Then the government changed the rules overnight and they lost everything"  
[X Link](https://x.com/ramahluwalia/status/2020851907971981618)  2026-02-09T13:26Z 48.6K followers, [----] engagements


"The Hunt brothers inherited billions from oil. 1973: Inflation was running at 11%. Nelson Hunt: "We don't trust paper money. We're buying hard assets." They started with silver. Quietly. Futures contracts. Physical bars. Coins. By [----] they owned [--] million ounces"  
[X Link](https://x.com/ramahluwalia/status/2020851911457423626)  2026-02-09T13:26Z 48.6K followers, [---] engagements


"Most traders settle futures in cash. The Hunts demanded physical delivery. Hired armed guards. Rented vaults in New York Chicago Zurich London. They weren't trading silver. They were removing it from circulation. The available supply started shrinking"  
[X Link](https://x.com/ramahluwalia/status/2020851915140018418)  2026-02-09T13:26Z 48.6K followers, [---] engagements


"Silver price 1978: $6 per ounce. Hunt brothers kept buying. January 1979: $11 September 1979: $20 December 1979: $35 January [--] 1980: $50.05 The Hunts' position was worth $4.5 billion. They'd made $3.5 billion in paper profits in [--] months"  
[X Link](https://x.com/ramahluwalia/status/2020851919606943883)  2026-02-09T13:26Z 48.7K followers, [---] engagements


"Tiffany & Co. took out a full-page ad in the New York Times in January 1980: "We think it is unconscionable for anyone to hoard several billion yes billion dollars worth of silver." Jewelers couldn't get supply. Industrial users couldn't get supply. The Hunts owned it all"  
[X Link](https://x.com/ramahluwalia/status/2020851923163726003)  2026-02-09T13:26Z 48.6K followers, [---] engagements


"But the Hunts didn't sell at $50. They borrowed MORE money to buy MORE silver. Used their existing silver position as collateral. Margin debt: $1.5 billion. If silver dropped they'd face margin calls. Their bet: Silver only goes up when you own all of it"  
[X Link](https://x.com/ramahluwalia/status/2020851926619812218)  2026-02-09T13:26Z 48.6K followers, [---] engagements


"Silver collapsed. January 21: $50 February: $35 March: $20 March [--] [----] - "Silver Thursday": $10.80 The Hunts couldn't meet margin calls. They owed their brokers $1.7 billion in ONE day. They didn't have it"  
[X Link](https://x.com/ramahluwalia/status/2020851932705828932)  2026-02-09T13:27Z 48.6K followers, [---] engagements


"If the Hunts defaulted it would take down multiple brokerages. Maybe the entire commodities system. March 27: Federal Reserve organized emergency bailout. Consortium of banks loaned the Hunts $1.1 billion. Too big to fail. Paul Volcker Fed Chairman: "The situation is under control." https://twitter.com/i/web/status/2020852174432112788 https://twitter.com/i/web/status/2020852174432112788"  
[X Link](https://x.com/ramahluwalia/status/2020852174432112788)  2026-02-09T13:27Z 48.6K followers, [---] engagements


"The aftermath: The Hunts lost $4.5 billion in paper wealth. Declared bankruptcy in [----]. Fined $134 million for market manipulation. Lifetime ban from commodities trading"  
[X Link](https://x.com/ramahluwalia/status/2020852210221900016)  2026-02-09T13:28Z 48.6K followers, [---] engagements


"Read out the latest Lumida ledger below: https://ledger.lumidawealth.com/ https://ledger.lumidawealth.com/"  
[X Link](https://x.com/ramahluwalia/status/2020852350441730121)  2026-02-09T13:28Z 48.6K followers, [---] engagements


"Realpolitik Meets Mr Beast [----] Mr Beast was the influencer who got behind teen banking app Current. Now that Current has success Mr Beast has decided to launch his own teen banking app. Kind of messed up no"  
[X Link](https://x.com/ramahluwalia/status/2020969138429313119)  2026-02-09T21:12Z 48.7K followers, [----] engagements


"FSD 49: Google Issues Boatload of Bonds https://x.com/i/broadcasts/1BdGYZqgBAvJX https://x.com/i/broadcasts/1BdGYZqgBAvJX"  
[X Link](https://x.com/ramahluwalia/status/2020995054240932247)  2026-02-09T22:55Z 48.6K followers, [----] engagements


"The real win in crypto was DeFi - trustless borrow and lending - without a bank intermediary. We have not seen that ever in our civilization and its a big deal. VCs lost focus on this prize"  
[X Link](https://x.com/ramahluwalia/status/2021191209683751412)  2026-02-10T11:55Z 48.6K followers, [---] engagements


"Neither Genius Act or Clarity Act unlock DeFi. Because many of these VCs and Crypto leaders are not serious people they are flippers. The other innovation was trustless payments (send value without an intermediary). Thank you for attending my Ted Talk"  
[X Link](https://x.com/ramahluwalia/status/2021191700538945603)  2026-02-10T11:57Z 48.6K followers, [---] engagements


"One would think in the wake of Chokepoint [---] there would be focus on (trustless) banking. Or capital markets for small business. Or creator economy IP rights. Or something that actually makes sense"  
[X Link](https://x.com/ramahluwalia/status/2021192829284876598)  2026-02-10T12:01Z 48.6K followers, [---] engagements


"@Mr_Derivatives @StockMKTNewz @LuxAlgo @WOLF_Financial @KobeissiLetter @StockSavvyShay @Wolf_Defense_ @JRupena @wallstengine @LowBeta @faststocknewss @ThemesETFs @OKavrak @fundstrat love it and this guy @ramahluwalia"  
[X Link](https://x.com/ramahluwalia/status/2021346469404651607)  2026-02-10T22:12Z 48.6K followers, [---] engagements


"@LowBeta @Mr_Derivatives @StockMKTNewz @LuxAlgo @WOLF_Financial @KobeissiLetter @StockSavvyShay @Wolf_Defense_ @JRupena @wallstengine @faststocknewss @ThemesETFs @OKavrak @fundstrat thanks"  
[X Link](https://x.com/ramahluwalia/status/2021351257953517571)  2026-02-10T22:31Z 48.6K followers, [--] engagements


"FSD 50: Tesla and Robinhood Oh My https://x.com/i/broadcasts/1OwxWeXWzpDGQ https://x.com/i/broadcasts/1OwxWeXWzpDGQ"  
[X Link](https://x.com/ramahluwalia/status/2021382016907067562)  2026-02-11T00:33Z 48.6K followers, [----] engagements


"@10009nyny been meaning too kids destroyed bluetooth headphones"  
[X Link](https://x.com/ramahluwalia/status/2021652050137035013)  2026-02-11T18:26Z 48.6K followers, [--] engagements


"@10009nyny The Lumida Invest app tracks their holdings"  
[X Link](https://x.com/ramahluwalia/status/2021653768476176773)  2026-02-11T18:33Z 48.6K followers, [--] engagements


"Compare RobinHoods pre-IPO deal in Figma. Is that down 80% Compare that to any and all of our deals"  
[X Link](https://x.com/ramahluwalia/status/2021746944364679213)  2026-02-12T00:43Z 48.6K followers, [---] engagements


"We are also up-market a focused on DIY Investors. Higher quality customer ICP. And the dopamine is linked to insight not pushing a Buy / Sell button"  
[X Link](https://x.com/ramahluwalia/status/2021747236862828966)  2026-02-12T00:44Z 48.6K followers, [---] engagements


"Why did the DOJ not meet the victims or interview witnesses (A: They dont want testimony on the record.) Why is no one prosecuted when there is clear evidence on Prince Andrew and others (A: They dont want to prosecute.) Why did surveillance footage fail when it mattered most (A: It was disabled.) Why is the DOJ redacting communications between Ghislane and Epstein (A: The emails implicate influential people.) Absolute power corrupts absolutely. What's the main lesson from the Epstein files It's a continuation of bigger trends. A loss of trust in Institutions. A loss of trust in political"  
[X Link](https://x.com/ramahluwalia/status/2021783637578883295)  2026-02-12T03:09Z 48.6K followers, [----] engagements


"YOU ONLY EAT AFTER TAX RETURNS I love client emails like this. I felt trapped in the position I didnt want to sell high marginal taxes. Thank you. You saved my ass. We had a new client join recently. They had boatload of unrealized gains. We helped them exit and keep more of their hard earned wealth. And we also had views on these high beta names. Remember you only eat after tax returns. Now this client has more to save for his retirement his kids education and his familys future. They are one step closer to living the life they want to live. Bloomberg: Homeowners Rush to Get Expiring Solar"  
[X Link](https://x.com/ramahluwalia/status/2021918565775856035)  2026-02-12T12:05Z 48.7K followers, [----] engagements


"The vast majority of accountants and wealth managers dont know these compliant techniques. The tax code has all sorts of opportunities. Have you heard of Private Placement Life Insurance"  
[X Link](https://x.com/ramahluwalia/status/2021921401788313677)  2026-02-12T12:16Z 48.6K followers, [----] engagements


"Raymond is one of our licensed advisors. He left UBS and Fidelity to join @LumidaWealth because he sees our commitment to excellence and holistic approach"  
[X Link](https://x.com/ramahluwalia/status/2021921638741422324)  2026-02-12T12:17Z 48.6K followers, [----] engagements


"@KrisPatel99 Have you seen the David Goggins meme The sellers are exhausted Timing is everything"  
[X Link](https://x.com/ramahluwalia/status/2022092409937834269)  2026-02-12T23:36Z 48.6K followers, [---] engagements


"@JKirkWA @baselayerso Yes. This deal closer months ago"  
[X Link](https://x.com/ramahluwalia/status/2022114204527079564)  2026-02-13T01:02Z 48.6K followers, [--] engagements


"2/ I wrote and discussed each of these events as they happened. And a nice recap in the Lumida Ledger two weeks ago"  
[X Link](https://x.com/ramahluwalia/status/2022124484820660690)  2026-02-13T01:43Z 48.6K followers, [----] engagements


"AI MEETS INVESTING Check out this feedback from users testing the @LumidaWealth Lumida Invest App Alright devs hit me with how much subscription is going to cost. Im never deleting this app The AI apocalypse is coming for RobinHood SoFi and the legacy wealth management complex and I am leading the charge Sometimes You Can Just Do Things $HOOD $SOFI AI MEETS INVESTING Altruist announced anAI offerings. Charles Schwab $SCHW and legacy wealth managers like $MS promptly tanked. Lumida announced plans to start an AI investing app in the fall. Robinhood has been in a bear market ever since. By the"  
[X Link](https://x.com/ramahluwalia/status/2022275227447652430)  2026-02-13T11:42Z 48.7K followers, [----] engagements


"go to www dot lumidainvest dot com to see for yourself"  
[X Link](https://x.com/ramahluwalia/status/2022282231452967392)  2026-02-13T12:10Z 48.7K followers, [---] engagements


"The SoFi thing is like a full circle revenge arc isnt it"  
[X Link](https://x.com/ramahluwalia/status/2022283804329533806)  2026-02-13T12:16Z 48.7K followers, [---] engagements


"What are we buying today AI Apocalypse meme is fully priced today or Tuesday"  
[X Link](https://x.com/ramahluwalia/status/2022312338536190192)  2026-02-13T14:10Z 48.7K followers, [----] engagements


"@lightabuneojo @0xVeepul @coinbureau @nicrypto Yes"  
[X Link](https://x.com/ramahluwalia/status/2022358580079550755)  2026-02-13T17:13Z 48.7K followers, [--] engagements


"That was back when LC was a pre-IPO company. [----] ish"  
[X Link](https://x.com/ramahluwalia/status/2022682136772514199)  2026-02-14T14:39Z 48.7K followers, [---] engagements


"The trends and KOLs that worked the last few years of this bull market will not worm going forward. Non-Consensus is the way"  
[X Link](https://x.com/ramahluwalia/status/2022789309397361095)  2026-02-14T21:45Z 48.6K followers, [--] engagements


"Non-Consensus The WSJ had a doom and gloom article titled crypto meltdown. about Coinbase on the front page. $COIN is up 18%. Remember this happened with CoreWeave too. Funny right Non-Consensus: CoreWeave The WSJ article had an article titled "What's Ailing CoreWeave" on December 16th. Those articles caused a low in the stock of around $70. Fast forward and now we have a headline of $NVDA investing in Coreweave. The stock is now $100. And the WSJ has https://t.co/kHHD2I1tTG Non-Consensus: CoreWeave The WSJ article had an article titled "What's Ailing CoreWeave" on December 16th. Those"  
[X Link](https://x.com/ramahluwalia/status/2022389005241979348)  2026-02-13T19:14Z 48.7K followers, 10.2K engagements


"The banks in [----] had impairments to equity from super senior secured assets whose values were marked down Rhymes quite a bit just smaller in scope but still these are big numbers for semis"  
[X Link](https://x.com/ramahluwalia/status/2022831892735598764)  2026-02-15T00:34Z 48.7K followers, [----] engagements


"if you want to see what mass hysteria and a bubble looks like this is it. the bubble in venture capital is epic. the linkages to public markets are risk points. study his GDP growth comment"  
[X Link](https://x.com/ramahluwalia/status/2022835676576706600)  2026-02-15T00:49Z 48.7K followers, [----] engagements


"Nate is a smart guy. I like his content. But there are a couple mistakes here in the reasoning. The big one is capital markets dependency. The datacenter build out requires capital markets for OpenAI and Anthropic to execute on their capex plan. If and when capital markets say no more the RPOs go from future revenue (accounts receivables) into toxic assets. This has nothing to do with whether you believe AI has transformational potential. Is access to equity capital tightening Yes. Softbank and OpenAIs suppliers are the investors of last resort. Look at Amazon and Oracle stock price after"  
[X Link](https://x.com/ramahluwalia/status/2022890994409128406)  2026-02-15T04:29Z 48.7K followers, [----] engagements


"Tesla's long-term earnings growth is also the lowest in the Mag [--]. (That's why the PE is off the charts). I guess.make it up in volume 😅"  
[X Link](https://x.com/ramahluwalia/status/2023191604824076572)  2026-02-16T00:24Z 48.7K followers, [---] engagements


"2026: THE YEAR OF GOLDILOCKS Last year I made the case for Goldilocks. You can scroll down and read it below. I re-iterated that case in Q4 several times as well and the indices cruised to new all time highs. Where we stand today I believe Goldilocks is now priced in. Take a look at this chart of one of my favorite indicators: the Citigroup Economic Surprise Index. That circle That's when Goldilocks was priced in. It's extremely difficult to find value and opportunities in a broad range of sectors. I haven't been this bearish in a while. See my post a few days ago called 'There Were Signs'."  
[X Link](https://x.com/ramahluwalia/status/2023197388425322869)  2026-02-16T00:47Z 48.7K followers, [----] engagements


"Cathie Wood as of now has called the local top in semiconductors with $ARKW's purchase of $NVDA and $TSMC two days ago. Right down to the day. You really can't make this up. $SMH"  
[X Link](https://x.com/ramahluwalia/status/1804504405397430603)  2024-06-22T13:19Z 48.7K followers, 699.4K engagements


"Cathie Woods ARKK is down 20% and in a bear market even as the S&P is just off the highs. ARK Invest is a high beta portfolio that suckers people in at the highs and then goes thru terrible drawdowns. I warned about this portfolio several times. They have no idea what they are doing in my opinion. $ARKK $ARKF Cathie Wood as of now has called the local top in semiconductors with $ARKW's purchase of $NVDA and $TSMC two days ago. Right down to the day. You really can't make this up. $SMH https://t.co/iVFTIbnOdn Cathie Wood as of now has called the local top in semiconductors with $ARKW's"  
[X Link](https://x.com/ramahluwalia/status/2019708387714290175)  2026-02-06T09:42Z 48.7K followers, [----] engagements


"@Microinteracti1 Not really. Legacy brands have been in decline. New brands like $SHAK are replacing them. Been writing about it for years Legacy Brands In Decline: Starbucks is another brand that is hitting limits to growth and going thru a growth to value transition So is Nike $NKE and Apple $AAPL and Lulu $LULU If your marginal consumer is in China and you are facing domestic competition then you have https://t.co/LnCPBzOGrF Legacy Brands In Decline: Starbucks is another brand that is hitting limits to growth and going thru a growth to value transition So is Nike $NKE and Apple $AAPL and"  
[X Link](https://x.com/ramahluwalia/status/2021039829153190112)  2026-02-10T01:53Z 48.7K followers, [---] engagements


"@profit_nynja @nicrypto @coinbureau Thanks bud"  
[X Link](https://x.com/ramahluwalia/status/2022358556415234369)  2026-02-13T17:13Z 48.7K followers, [---] engagements


"@TripleNetInvest I have beat Ackman since inception [--] years ago. Contact our team for audited 3rd party numbers"  
[X Link](https://x.com/ramahluwalia/status/2022459264367804888)  2026-02-13T23:53Z 48.7K followers, [----] engagements


"@kriss_kross agreed I am finding a way to represent all of this mathematically"  
[X Link](https://x.com/ramahluwalia/status/2022798975993012355)  2026-02-14T22:23Z 48.7K followers, [---] engagements


"Superbowl Observations: Last year I noted $CFG was a good stock to own during the superbowl. Its continuing to score points. This year 1) $TSM appears poised to out-run $NVDA (better valuation pricing power strong more momentum no OpenAI knock-off risk 2) Stocks with an upward sloping [---] DMA AND a downward sloping [--] DMA are more dangerous than a downward sloping [---] DMA and downward [--] DMA (surprisingly) 3) Baby boomer themes such as insurance annuities travel and leisure and cruise lines are doing well and should continue to do well 4) The half-time show would be better with a 3D hologram"  
[X Link](https://x.com/ramahluwalia/status/2020687161037607149)  2026-02-09T02:32Z 48.7K followers, [----] engagements


"@MichaelAArouet the bubble is in sovereign debt. Why do people own Treasuries"  
[X Link](https://x.com/ramahluwalia/status/2022704406832033965)  2026-02-14T16:08Z 48.7K followers, [----] engagements


"THERE WERE SIGNS [--]. Shay Boloor took the opportunity to dump on his followers citing paying for his marriage as rationale [--]. SoFi booster got a job at SoFi and went dark. This is narrative cover. A convenient way to dump shares and not disclose. [--]. Fortress and Citadel invest in XRP venture deal at a stupid valuation. [--]. A bunch of non-bankers with no experience in Lending start a bank called Erebor at a stupid valuation. [--]. Dozens and dozens of crypto DATs went public. The vast majority of these tokens solve no real world problem. [--]. IPO Season Fatigue A deluge of IPOs hit the market. Many"  
[X Link](https://x.com/ramahluwalia/status/2022124297632841850)  2026-02-13T01:42Z 48.7K followers, [----] engagements


"The Dow Jones is out-running Nasdaq and the Waltons are worth more than Jensen Huang"  
[X Link](https://x.com/ramahluwalia/status/2022456377596112980)  2026-02-13T23:42Z 48.7K followers, [----] engagements


"I met Larry Summers when he was on the board of Lending Club and I was an equity investor there. Hes a brilliant man but if you exchange 1000+ emails and spend time with Epstein the default is disassociate"  
[X Link](https://x.com/ramahluwalia/status/2022681541600776432)  2026-02-14T14:37Z 48.7K followers, [----] engagements


"3/ Each time I made those calls I'm not exactly sure it's the right call. In fact I think I could easily be wrong and the asset could go up quite a bit more. But often enough it seems to be the exact local top. Which I never expect. Funny right"  
[X Link](https://x.com/ramahluwalia/status/2022725379593769144)  2026-02-14T17:31Z 48.7K followers, [---] engagements


"6/ Just kidding Those who teach dont know Those who know dont have time to teach"  
[X Link](https://x.com/ramahluwalia/status/2022727544093725144)  2026-02-14T17:40Z 48.7K followers, [---] engagements


"7/ Plus my sincere goal is to help people male better investment decisions Investing well is the same as more critical thinking skepticism recognition of trends and truth world needs more of that right"  
[X Link](https://x.com/ramahluwalia/status/2022727832015941724)  2026-02-14T17:41Z 48.7K followers, [---] engagements


"@JackFarley96 prediction: bearish (as always)"  
[X Link](https://x.com/ramahluwalia/status/2022820590415962328)  2026-02-14T23:49Z 48.7K followers, [---] engagements


"@qcapital2020 It is a horrid brutally competitive sector. There is value tho. Some names are worth owning. and the FCF yield is enough to create a floor soon just look at $CMCSA"  
[X Link](https://x.com/ramahluwalia/status/2022825499307700641)  2026-02-15T00:09Z 48.7K followers, [---] engagements


"@Mr_Derivatives Hasnt Coupang Microsoft Netflix and Hood all broken thru their logical buypoints The market is not respecting trendlines currently"  
[X Link](https://x.com/ramahluwalia/status/2022836771441004942)  2026-02-15T00:54Z 48.7K followers, [----] engagements


"@10009nyny Thanks Jay"  
[X Link](https://x.com/ramahluwalia/status/2023084452688331159)  2026-02-15T17:18Z 48.7K followers, [---] engagements


"My wife made me watch "The Notebook" for Valentine's Day. So I woke up and chose violence"  
[X Link](https://x.com/ramahluwalia/status/2023192228944925073)  2026-02-16T00:26Z 48.7K followers, [---] engagements


"Momentum carried away. Value is also pricey now"  
[X Link](https://x.com/ramahluwalia/status/2023202512019607772)  2026-02-16T01:07Z 48.7K followers, [---] engagements


"What about semis We have priced in AGI at this point"  
[X Link](https://x.com/ramahluwalia/status/2023207033953222997)  2026-02-16T01:25Z 48.7K followers, [---] engagements


"Paypal's CEO @acce was terminated. The stock dropped 25% after earnings. Here's the funny thing. PayPal stock's is so highly dislocated that almost any CEO stepping into this will look like a hero in one year's time. Alex's issue was timing. ALL payments stocks are in a massive bear market. Name one that isn't. Fiserv FIS World Pay Shift Four GPN you name it. This is classic "Atrribution Error". PayPal's board has myopia. They should fire themselves. If another CEO was in place PayPal's stock still would have dropped. These stocks are now so dislocated that it's hard to imagine them not up in"  
[X Link](https://x.com/ramahluwalia/status/2020604095648952626)  2026-02-08T21:02Z 48.7K followers, 20.3K engagements


"Robinhood is down 10% after reporting. Look up the term high beta in my posts. I had a dozen warnings about this. I take no pleasure in seeing $HOOD and $SOFI drop. (Ok maybe a little. We are short $ARKK and several of its members) Youre going to see a lot of KOLs lose reputation in the next few months. If you are ideological or hero worship mr Market will punish. The old guard of high beta is done. Duolingo is down 60% in the last [--] months. Robinhood is down 30% from the highs even as the S&P [---] is near record highs. SoFi has hit its highs and its also rolled over. Bitcoin is well off the"  
[X Link](https://x.com/ramahluwalia/status/2021412926309958081)  2026-02-11T02:36Z 48.7K followers, 14.3K engagements


"AI MEETS INVESTING Altruist announced anAI offerings. Charles Schwab $SCHW and legacy wealth managers like $MS promptly tanked. Lumida announced plans to start an AI investing app in the fall. Robinhood has been in a bear market ever since. By the way we added hundreds of users to test the app TODAY. And we just added Insider Trades and Congress / Pelosi tracker features today Dont be against a relentless Founder with a chip on their shoulder. We are coming for all of the marbles. $JPM $MS I mentioned we need [--] years to truly get after Robinhood. Make that [--] months. Way ahead of schedule Devs"  
[X Link](https://x.com/ramahluwalia/status/2021746635894559222)  2026-02-12T00:42Z 48.7K followers, 17K engagements


"STRIPE TO RAISE AT $140 Bn Stripe raised at $86 Bn valuation at a top of the market round in [----]. Adyen a fintech darling peaked at $32 in [----]. It dropped 20% today alone and is now at $11. $ADYEY is down 65% over this time frame in public markets - along with *every single* payments stock. Stripe is up 62% over this time frame. even as competition intensifies from Tempo Circle etc. Do you really think Stripe is worth $140 Bn Maybe it's worth $40 Bn The Bubble in Venture Capital There are [---] VCs in crypto. There are about [--] protocols that matter. Does this make sense to you The Bubble in"  
[X Link](https://x.com/ramahluwalia/status/2022060183112007937)  2026-02-12T21:28Z 48.7K followers, 16.8K engagements


"AI MEETS INVESTING Raymond James down 7% Ameriprise down 13% Schwab down 11% Robinhood down 12% Kind of amazing how AI Is Eating the World is the new dynamic $RJ $HOOD $SCHW AI MEETS INVESTING Check out this feedback from users testing the @LumidaWealth Lumida Invest App Alright devs hit me with how much subscription is going to cost. Im never deleting this app The AI apocalypse is coming for RobinHood SoFi and the legacy wealth management https://t.co/asKxZ3hLmH AI MEETS INVESTING Check out this feedback from users testing the @LumidaWealth Lumida Invest App Alright devs hit me with how much"  
[X Link](https://x.com/ramahluwalia/status/2022426229878776185)  2026-02-13T21:42Z 48.7K followers, [----] engagements


"EPSTEIN FILES: Private Sector vs Federal The private sector is moving faster than the Federal Government. Kathryn Ruemmler resigns from Goldman. Jes Staley resigned from Barclays. Prosecute them all. Name them and Shame them. The Private Sector has a concept called reputation. Meanwhile the Federal Government has a concept called Non-Prosecution Agreement if you a DA gets a phone call. Attorney General Bondi should resign next. The Federal Government is not moving THE EPSTEIN FILES [--]. If you have enough money influence or power - you are above the law. OR [--]. If you are an intelligence agency"  
[X Link](https://x.com/ramahluwalia/status/2022678681181737192)  2026-02-14T14:25Z 48.7K followers, [----] engagements


"Goldman Sachs CEO is tone deaf"  
[X Link](https://x.com/ramahluwalia/status/2022683852133802157)  2026-02-14T14:46Z 48.7K followers, [---] engagements


"4/ The mindset is one of humility risk reward opportunity cost and sensitivity to public psychology. Notice the Circle IPO was the next top"  
[X Link](https://x.com/ramahluwalia/status/2022725718111867028)  2026-02-14T17:32Z 48.7K followers, [---] engagements


"Investor Tip: Why do most managers lag the S&P [---] One word: trends. Humans dont buy stocks. They buy stories. AI. 3D printing. Genomics. Crypto. A trend is story diffusion over time. Phase 1: Non-Consensus Hated Every major trend starts uncomfortable. In [----] consensus said $NVDA was a bubble. The S&P was headed for recession. China was uninvestable. Crypto was scam. Mag [--] stocks are a bubble. Thats the early phase of a powerful move: Low ownership. High skepticism. Strong upside reflexivity. Phase 2: Momentum The story spreads. Price confirms the narrative. More allocators pile in. Career"  
[X Link](https://x.com/ramahluwalia/status/2022789187481608375)  2026-02-14T21:44Z 48.7K followers, [----] engagements


"Investor Tip: Why do most managers lag the S&P [---] One word: trends. Humans dont buy stocks. They buy stories. AI. 3D printing. Genomics. Crypto. Potash. Nuclear. A trend is just story diffusion over time. Phase 1: Non-Consensus Hated Every major trend starts uncomfortable. In [----] consensus said $NVDA was a bubble. The S&P was headed for recession. China was uninvestable. Crypto was a scam. Thats the early phase of a powerful move: Low ownership. High skepticism. Strong upside reflexivity. Phase 2: Momentum The story spreads. Price confirms the narrative. More allocators pile in. Career risk"  
[X Link](https://x.com/ramahluwalia/status/2022791848587108759)  2026-02-14T21:55Z 48.7K followers, [----] engagements


"@sedonaroxx Everyone loves a great story. How many times have you listened to the same song on repeat. Then you get tired of it. Its new and fun. Then you go back to the classics"  
[X Link](https://x.com/ramahluwalia/status/2022809081291944378)  2026-02-14T23:04Z 48.7K followers, [--] engagements


"@stevehou Never. The biceps correspond to free cashflow yield"  
[X Link](https://x.com/ramahluwalia/status/2022812268111577577)  2026-02-14T23:16Z 48.7K followers, [---] engagements


"@qcapital2020 bot $SPGI this Fri"  
[X Link](https://x.com/ramahluwalia/status/2022826905825575360)  2026-02-15T00:14Z 48.7K followers, [---] engagements


"@baselayerso They actually make money. Meta will have pressure from capex too though. I think in Mag [--] it is better than others. Its not a slam dunk. At certain prices I like it at others I do not"  
[X Link](https://x.com/ramahluwalia/status/2022835126401478721)  2026-02-15T00:47Z 48.7K followers, [---] engagements


"ANTHROPIC DELUSION (Part 2) Listen to what Dario is saying. Two scenarios: (1) $1 Tn revenues not hit and then the company goes bankrupt. (2) The company doesn't invest enough and it loses market share and underfunds research. Scenario [--] also means obsolence -- death by competitor LLM. Markets rewards winners far more than losers. This favors scenario (1). All I'm doing is listening to exactly what he is saying. And what Sam Altman is saying. I'm not adding any additional premises. Would you invest in a business with this characteristic Mind you for Scenario (1) -- he needs to take up revenue"  
[X Link](https://x.com/ramahluwalia/status/2023024290153558322)  2026-02-15T13:19Z 48.7K followers, 10.2K engagements


"FOLLOW THE QUEEN Now you track the greatest investors of our time members of Congress on the Lumida Invest app. We will also have a quarterly leaderboard so you can see which portfolio manager aka elected representative is doing best. AI MEETS INVESTING Altruist announced anAI offerings. Charles Schwab $SCHW and legacy wealth managers like $MS promptly tanked. Lumida announced plans to start an AI investing app in the fall. Robinhood has been in a bear market ever since. By the way we added hundreds AI MEETS INVESTING Altruist announced anAI offerings. Charles Schwab $SCHW and legacy wealth"  
[X Link](https://x.com/ramahluwalia/status/2023083136834515404)  2026-02-15T17:13Z 48.7K followers, [----] engagements


"@Mr_Derivatives Palantir CEO and Thiel dumped on the way up"  
[X Link](https://x.com/ramahluwalia/status/2023085485175038116)  2026-02-15T17:22Z 48.7K followers, [----] engagements


"INFLATION IS COMING Every luxury hotel in Paris is sold out for months. Elon says we will see a $100 Tn company. Brian Johnson offered [--] people a $1 MM longevity program. [----] signed up Bessent and Trump are talking 10% GDP growth and so is Dario. There is over $1 Tn in unfunded committed obligations. Fed is axed to cut rates. Good luck with your passive management. Suggest you turn notices on as I navigate thru this cluster https://twitter.com/i/web/status/2023095941461336465 https://twitter.com/i/web/status/2023095941461336465"  
[X Link](https://x.com/ramahluwalia/status/2023095941461336465)  2026-02-15T18:03Z 48.7K followers, [----] engagements


"$1 tn in committed but unfunded capex obligations (openai anthropic etc) A lot of people probably have deer in headlights right now and are confused why buying the dip does not work. Im not confused bro"  
[X Link](https://x.com/ramahluwalia/status/2023097140898382287)  2026-02-15T18:08Z 48.7K followers, [---] engagements


"what categories are inflation resistant energy staples commodities whats rallying"  
[X Link](https://x.com/ramahluwalia/status/2023098258642575768)  2026-02-15T18:13Z 48.7K followers, [---] engagements


"I initially thought Sam Altman was just ahead of his skis after that Gerstner interview. I had no idea there is a hive mind hysteria around fantastical revenue growth that is the basis of insane financial projections. They think they will rent capture $1 Tn Cmon"  
[X Link](https://x.com/ramahluwalia/status/2023160293996581372)  2026-02-15T22:19Z 48.7K followers, [----] engagements


"SoFi's Popular Retail Stock ETF .has been in a downtrend after Sam Altman's disastrous interview with Brad Gerstner at the end of November. Check out $SFYF. It's an ETF that holds the most popular stocks of SoFi's members. It's down 9% from the highs even as the Dow Jones is at record levels. It's also lagging the QQQ. Would you buy that chart I wouldn't. Check out the video below where I explain "How Sam Altman Broke the World" ("Wheel of Time" reference and Robert Jordan fans) FSD 46: How Sam Altman Broke the World a https://t.co/k3Hm3SmwjU FSD 46: How Sam Altman Broke the World a"  
[X Link](https://x.com/ramahluwalia/status/2023184466789691645)  2026-02-15T23:55Z 48.7K followers, [----] engagements


"The ETF is down to $30 MM in assets. SoFi can't make money on it at these levels. It helps me monitor the retail crowd though thank you Noto"  
[X Link](https://x.com/ramahluwalia/status/2023184913768550564)  2026-02-15T23:57Z 48.7K followers, [---] engagements


"*at the end of October"  
[X Link](https://x.com/ramahluwalia/status/2023186872718286859)  2026-02-16T00:05Z 48.7K followers, [---] engagements


"Tesla's valuation is literally off the charts. $TSLA"  
[X Link](https://x.com/ramahluwalia/status/2023190489781223453)  2026-02-16T00:19Z 48.7K followers, [----] engagements


"Aggregate valuations still pricey and beta is not rewarded That often means multiple compression"  
[X Link](https://x.com/ramahluwalia/status/2023202741946917260)  2026-02-16T01:08Z 48.7K followers, [---] engagements


"Defense stocks a part of industrials have never been pricier"  
[X Link](https://x.com/ramahluwalia/status/2023206734081220731)  2026-02-16T01:24Z 48.7K followers, [---] engagements


"ANTHROPIC CAPEX BUST The CEO of Anthropic is as delusional as Sam Altman. I thought maybe it was Sam Altman having an ego complex. No this is industry wide. Let me explain it simply. Anthropic is assuming they will hit $1 Th in revenue by decade end. This wont happen. Competition kills profit margins especially for LLMs where there is no moat. At the same time Anthropic is making capex and datacenter planning decisions backed by these revenue spreadsheets. Now if the revenue does not show up - or they cant raise money after IPO - then this becomes the next quantum stock. And the RPOs linked"  
[X Link](https://x.com/ramahluwalia/status/2022831377763438947)  2026-02-15T00:32Z 48.7K followers, 30.7K engagements


"There is a boatload of liquidity out there"  
[X Link](https://x.com/ramahluwalia/status/2023096065982149055)  2026-02-15T18:04Z 48.7K followers, [---] engagements


"ANTHROPIC DELUSION (Part 3) Dario comments on how his team internally debate when they will get to $1 Tn in revenue. Is it [--] years [--] years I have a suggestion. How about Not ever. This is wrong on several levels. 1) Does he think corporate execs which went on an AI POC spending binge are stupid Do they not care about their own capex How will the S&P generate enough earnings to fund $1 tn in expenses (and also feed OpenAI etc) And these execs see what is happening to Mag [--] stocks. And they manage to EPS. 2) Few countries ever get past $1 Tn in GDP. USA China 3) and this is the biggest one. The"  
[X Link](https://x.com/ramahluwalia/status/2023157960004735213)  2026-02-15T22:10Z 48.7K followers, [----] engagements


"@ericjackson @Mr_Derivatives Karp sold 75% of his holdings. Jensen sold [--] to 2%. Even on raw dollars sold Karp exited 2x more than Jensen Jensens sales are legit"  
[X Link](https://x.com/ramahluwalia/status/2023220864028754209)  2026-02-16T02:20Z 48.7K followers, [--] engagements

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