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this is the way.
After many, many years of presuming good faith, I’m finding myself increasingly drawn to a Konmari curation policy: if the prospect of further interaction with a commentator does not spark joy, regardless of whether they are benign intent, block/mute and move on with life.
Fast Fitness Japan (7092) pitched at 1350 yen, up over +50% now! @katakana_kurisu @CompaCompu You're welcome, but you guys have yourselves to thank for having the patience to ride this one out! To see why you should be subscribed to me, read the full stock pitch for free on the…
Eww a Canadian stock, I want a JP stock. Okay, here you go: Fast Fitness Japan (7092-TYO) Undervalued fitness club business in Japan that exhibits superior business economics and product market fit than most of its competitors. Trades below comps while having one of the…
The algorithm in X shall ban posts that are repeated over a dozen times or so. A kill switch of sorts. To post the same stupid stuff is a waste of time for all.
This is how everyone who is incredibly bearish on AI will look like in 5-10 years
Survival Update: after successfully failing as a portfolio manager, I have been forced to promote myself once again. I also promoted our head of fixed income.
“Fuckit, full port LABU” says the call of the void x.com/i/trending/198…
Companies providing LLM services are progressing down the beaten path as with the white-label manufacturing of other physical products? @teortaxesTex
This week, two U.S. coding assistants—Cursor and Windsurf—were caught running on Chinese foundation models. Cursor’s “Composer” speaks Chinese when it thinks. Windsurf’s “SWE-1.5” traces back to Zhipu AI’s GLM. The real story here isn’t deception. Training foundation models from…
One of the reasons why I keep building and pumping my shoddy side project here is that people are actually posting high quality ideas and discussions. Come join @plasticnewt3 to discuss a Japanese legal tech SaaS co, here: ticker-notes.com/viewer?root=01…
Welp. Looks like Merridew was right. Again.
Taking a look at $THRY here. Do drop in @LaughingH20Cap ticker-notes.com/viewer?root=01…
Happy 1st anniversary to my free Substack! In the first year, I presented 19 investment cases that achieved an average IRR of +82% - No AI stocks, no defense, no crypto, no hype—just fundamental groundwork.
I am building a position in an emerging market small cap and 1) this is taking forever 2) I'm probably going to get punished for this in the end, aren't I? 🫠
Good call by Basteph that I did not follow up on 😢
No? Again… YOU CANT FUCK YOUR CUSTOMERS BY SKIMPING ON PORTIONS OVER AND EXPECT GOOD EARNINGS
BREAKING: Chipotle COLLAPSED after reporting horrible earnings today. The consumer is OUT of money.
This was … something. If this is better than the OpenAI and other AI browsers, then I don't need to try the other AI browsers anytime soon. 🤔
Flowith OS is a cheat code. Best product of '25. Try it. (Sent by AI) @flowith_ai
Flowith OS is a cheat code. Best product of '25. Try it. (Sent by AI) @flowith_ai
People are charging $$$ for this: I built a Notebook AI Expert in payments industry ask it anything, it answers only from verified sources. Inside: -A podcast that explains the payments ecosystem - Deep dive podcast on Adyen -A quiz to test your understanding it's free👇
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