Twitter Bookmarks

Leopold Aschenbrenner has quickly made a name for himself in the hedge fund world with his bold bets on AI. As the world waits for his 13F, we built a way to understand how other hedge funds are positioned in the AI trade. Our latest drop: https://t.co/7eTz6aGyFZ https://t....

This is the kind of market where you simply buy what the president tells you to: Chips $INTC Intel $NVDA NVIDIA $AMD AMD $TSM TSMC AI Infrastructure $DELL Dell $VRT Vertiv $NBIS Nebius $CRWV Coreweave $IREN IREN $HUT Hut 8 Rare Earths $USAR USA Rare Earth $CRML Critical Me...

I can now say the best AI supply chain alpha comes from @aleabitoreddit I had my Hermes agent analyze posts from the past 60 days (558 posts) > 22 picks, 21 were up last 30 days > avg 1M performance +63% > best 1M performer +248% https://t.co/eErG9eEVD6

Essay: https://t.co/MUDW0CQsww Dashboard: https://t.co/yjkxVEYoq2

$IREN - $989K Call buyer https://t.co/buZddOjC95

https://t.co/Mavrl0rGww