CEO @ChatsheetAI, an AI spreadsheet | Founder, Eight Acres Cap. Prev. Goldman Special Situations. Not investment advice.chatsheet.comJoined August 2023
I wasn't joking when I said $IREN community members have low IQ.
Since they literally have to fabricate information get people to get others to buy into active dilution.
The community shares this sort of BS to convince new retail investors, then does another one a month later for their active $6B ATM.
Hint: there's no deal with Anthropic or $IREN.
It's an insult to anyone who actually does OSINT/Supply Chain mapping.
@aleabitoreddit@ISITrading2717 I see the desperate $IREN bulls everywhere still. I think they're deep in the red and trying to pump the stock back to green. LOL!!!
@ecommerceshares It’s a one of the worst fallacies that massive stocks can’t be incredibly mis-priced. Apple used to trade at 5x FCF. Sometimes massive opportunities hidden in plain sight. Too much focus amongst investors on special situations, sum of the parts, bla bla bla…
@alojoh@tim_cook@Apple For a long time Apple traded at distressed multiples. Single digit multiples of UFCF. Everyone thought it would be commoditized and earnings would shrink. It was crazily mis-priced and in plain sight. A good lesson that even mega caps can be massively inefficient.
13K Followers 4K Followingrefactoring healthcare @flexpa, democratizing law @rossintel, frontier investing @maniacvc. surfer. dad x3. 🥊. views my own. personal account. god bless 🇺🇸.
690 Followers 980 Following(TSXV: HMR) Building Latin America’s first dedicated, antimony‑free solar glass plant in Bahia, Brazil, powered by our own high‑purity silica. $HMR.V $HMRFF
116 Followers 2K FollowingBio: Helping High Earners swap Tax Bills for Solar Assets. 📉 Stop losing 50% to the IRS. 📈 Start building 25-year cash flow. Strategies used by Family Offices
9 Followers 453 FollowingWorking in the medical device industry, as a partner, I am responsible for management and business development strategy, and for identifying new market opportun
1K Followers 2K FollowingOpen source, global markets, startup ecosystems. 🚀 From seed to Pre-A in 4 years. Passion-driven, building meaningful connections.
8K Followers 82 FollowingReliable source for actionable semiconductor data.
Let the data guide your decision making process.
Now part of @SemiAnalysis_
16K Followers 378 Following🇹🇼 Français à Taiwan depuis 10 ans
La tech US se fabrique ici.
TSMC • SK Hynix
Guide gratuit 👇
https://t.co/geZaowJQwm
Pas de conseil financier
170K Followers 901 FollowingDesign, build and maintain the world’s most innovative, efficient and performing jets.
Conçoit, construit et entretient les jets les plus performants au monde.
77K Followers 190 FollowingDassault Falcon jets are the most advanced business jets in the world -- designed and built in France and completed in Little Rock, Arkansas.
10K Followers 390 FollowingBlade is the leading helicopter passenger service in the world with operations in the United States and Europe.
A Joby Aviation Company
14K Followers 255 FollowingFounded in 1939, Pilatus Aircraft Ltd is the only Swiss company to develop, produce and sell aircraft to customers around the world.
15K Followers 28 FollowingInteractive Brokers just allowed trading on Korean stocks for the first time. Korean stocks are the cheapest stocks in the world. I find them and buy them.
34K Followers 9 FollowingJapanese stocks are the last great deep value trade on earth. Rock solid balance sheets. Monster cash flows. Dirt cheap prices. I find them and buy them
19K Followers 2K FollowingAnalog IC Design Engineer in Silicon Valley
Writing about circuits, semiconductors & industry
Substack: https://t.co/IVnULFqWLI
27K Followers 2K FollowingPurveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
4K Followers 493 FollowingLife, liberty and the pursuit of happiness. - e/acc. - Free speech. - Stocks & Semiconductors. - Author of https://t.co/fTq5rb7S0j 🇺🇲🇸🇪🇺🇦
4K Followers 192 FollowingInvestor | High Performance Coach. 📈 Applying the discipline of elite sports to the world of compounding. https://t.co/YdvzyDOdxU
8K Followers 59 FollowingGen Z semis & AI investor focused on first principles & economics | 7k+ subs on Substack & top 25 in technology | Free (somewhat funny) X articles biweekly
24K Followers 603 FollowingEquities. Sharing sometimes flawed ideas. Looking for low-bars to step over. I prefer no-brainers. Think for yourself. I am not your adviser.
18K Followers 533 FollowingI have no technical ability, and I know nothing about trading.
I know what I like and what I don’t like. I am decisive about what I like and what I don’t like.