Eymo
@GeneralistSpace
Buy-side Analyst, Aussie, Foodie, ambient music
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Hey guys, amidst recent sell-off in commodity stocks thought I'd share below👇 my framework for investing in #oil stocks. See generalistspace.com/oil-industry/ for full piece.
THE 8 LAYERS OF THE REAL-WORLD AI BOOM 1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on. 2. Those chips only work at scale because of networking & optics where $ANET, $CRDO, $CIEN, $LITE & $AAOI move massive amounts of data between…
Perplexity literally dropped a 42-page masterclass on productivity
This guy literally dropped the best hands-on AI agents repo you’ll ever see
Learning Claude is the best upskill this year. Nothing comes close.
Google just made a $2,000 AI education free (and most people will still choose to stay illiterate). They quietly launched Google Skills, a hub with 3,000 technical modules that replaces "prompting" fluff with actual DeepMind research workflows. You can now access the exact…
This guide literally sets up Claude Skills in <15 minutes for Non-Technical people🤯
OpenAI, Anthropic, and Google AI engineers use 10 internal prompting techniques that guarantee near-perfect accuracy…and nobody outside the labs is supposed to know them. Here are 10 of them (Save this for later):
Stanley Druckenmiller @standuquesne on technical vs fundamental analysis: "If all the news is great and the stock is not acting well, GET OUT, which is a pretty simple thing most analysts don't know.” “Every night at about 4:30 I get 272 charts and they cover just about every…
OpenAI literally dropped a 32-page masterclass on building AI agents
Perplexity just quietly dropped a 42-page internal guide on how they actually use AI at work.
Probably one of the best L/S markets out there in a decade for stock pickers. Figured I’d start contributing some thoughts/pitches. This is a bit of time commitment on my end but want to give the readers value with pitches and thoughts more consistently substack.com/@inwoodcapital…
Samsara. ServiceTitan. Guidewire. Vertical SaaS is on fire and they are going to be major AI winners. Not only can they now build their platform much cheaper but the insights they can deliver via AI will be transformative. Huge data advantage for these companies
It’s been a few weeks since we brought GPT-5 to Microsoft 365 Copilot, and it’s quickly become part of my everyday workflow, adding a new layer of intelligence spanning all my apps. Here are 5 prompts that show what’s now possible:
Hedge fund manager, Yuval Taylor, of Fieldsong Investments wrote an interesting book sharing some of his thinking and processes that led to his 46% CAGR, 8-year track record, in smallcap and microcaps. You can read the full book here at no cost. A snippet of some wise advice…
Goldman Sachs Recommended reading list I’ve seen some great books in this list
The Druckenmiller Paradox "His process is so sophisticated and internalized that it looks like intuition." Great read from @MrMojoRisinX
Plenty here .. 220 business biographies I’ve enjoyed over the years.. mastersinvest.com/businessbiogra…
In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a…
If you want a detailed explanation of the commodity cycle… watch @sam_gatlin and myself break it down here. Gold. Copper. Then, oil. youtube.com/live/4mJ1Vl6Gr…
youtube.com
YouTube
Gold. Copper. Then Oil
Gold moves first. Copper follows. Oil moves last. That’s been the cycle for 40 years—and right now, copper is breaking out while oil hasn’t budged. You know what comes next. 👀⛽️
United States Trends
- 1. Packers 128 B posts
- 2. Packers 128 B posts
- 3. Caleb Williams 24,5 B posts
- 4. McManus 11,4 B posts
- 5. Ben Johnson 20,6 B posts
- 6. Matt LaFleur 10,7 B posts
- 7. Jordan Love 14,7 B posts
- 8. Bregman 18,2 B posts
- 9. #GBvsCHI 6.154 posts
- 10. #GoPackGo 18,3 B posts
- 11. Matthew Golden 7.606 posts
- 12. Cubs 19,8 B posts
- 13. #BearDown 5.084 posts
- 14. #NFLPlayoffs 14,7 B posts
- 15. DJ Moore 3.988 posts
- 16. Panthers 109 B posts
- 17. Red Sox 5.461 posts
- 18. Rams 78,7 B posts
- 19. Dennis Allen 3.759 posts
- 20. Al Michaels 2.895 posts
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