buy side PM. i tweet about markets.

Joined February 2015
Consigliere retweeted
FYI, I am not sponsored by meta at all. I just really love cool stuff … and sadly most of the ai products we have right know are seriously uncool. This is because they are built by people who aren’t cool in the first place, it’s just engineers building for other engineers who think the whole world is made of code and everything runs in a terminal. Apple was the most valuable company on earth for over a decade because of one simple reason. ANYONE could pick up an iPhone and use it and get value out of it, from young kids to grandmothers. You don’t have the equivalent of that today in AI, we just have a bunch of nerds with psychosis and early signs of schizophrenia who would rather talk down to their users and tell them AI is too dangerous and is going to kill everyone… that’s not grandma friendly. I think people forget that technology and knowledge by extension is the great equalizer. Many will try to gate keep this stuff but I give kudos to meta for actually innovating in this domain and making a product anyone can use while still being fun and friendly! Muse is 1,000x more valuable and important than just another coding model with a 2% eval bump that everyone will pretend is great and will just be used to write unit tests. The bottleneck was never the model it was the fact that you have no taste, no agency, and for that reason you don’t build anything impactful. You know what’s really impactful? An agent that is personalized to me, that gets my jokes, knows my taste, has my swag. A thing that knows me inside and out is worth a hundred times more than a thing that knows everything else but that and always talks down to me. This should be a stark warning to all the AI labs, you risk alienating your users more by patronizing them and limiting their experience. There is only so much coding market share left and what comes after that is just ten times harder and more difficult to monetize instead of just doing good for your users. Good luck 👍 & shout out Meta for really delivering a game changing experience !
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It’s gonna be ok you’re gonna live with me now
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Because Google is so bad at tweeting, we’ll do it for them: Gemini 3 is shaping up to be an incredibly performant model, especially on coding and multi-modal capabilities🍌
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Consigliere retweeted
Being an $OSCR investor today…
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Consigliere retweeted
OpenAI CFO saying that when it comes to compute & data center buildout, we are "so in the early innings" and that it is more like the railroads or the buildout of electricity, "the internet was in hindsight a relatively CapEx light buildout." WOW. $NVDA, $AMD, $TSM love this.
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Entire healthcare sector is going to be fun to own tomorrow.. I seriously don’t know if I’ve ever seen a bigger over reaction / bigger opportunity in my entire life for one sector. $UNH $MOH $HUM $ELV $CNC $OSCR are all still materially undervalued.
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Vertiv just reported Q2 2025 earnings Strong Orders, Sales, and EPS Growth; Raises Full Year Guidance
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Got lucky this morning. $CNC earnings came out and the business got so cheap I bought a sizable position into the 23s. I then proceeded to buy $ELV into the mid 270s. $UNH holding a big position from the $290 Basically long healthcare insurers as a sector now. Bought them all between 8-12PE.
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Consigliere retweeted
If you're invested in $OSCR you have to watch this clip: The CEO, Mark Bertolini, on his 2025 to 2027 guidance and projections. He says that based on the company's guidance and a PE multiple expansion, a price between $45 and $55 can be reached in 2027. It is also noteworthy that he has a history of under promising and over delivering in the companies he runs. That's how a ran Aetna. He believes building credibility, by always delivering on growth and profit is the key to success. Aetna share price increased almost 600% in an 8 year period, which translates to 27.5% CAGR. And he claims a lot of that was due to PE expansion. Credibility builds a higher PE --> which in turn leads to a higher stock price. ''Trust is measured in the P/E Ratio''
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Some of these $GOOGL AI results are just great. Typed a search related to trimming puppy eye hairs into Chrome url bar, and got great info / product results. Can see how my clicks would go down but price would go up meaningfully. Another win / win / win for consumer / advertiser / GOOGL business model.
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THE REAL BULL CASE ON $OSCR If Oscar scales its routing engine -- steering members to urgent care over the ER, or to lower-complication providers -- that’s real claims deflation. At scale, this isn’t just a better insurer. It’s the Stripe of insurance infrastructure.
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three espressos no breakfast
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Wes Anderson-ass character
The newest leader of Hamas. Taher Al Nunu.
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$GOOGL AI growth The momentum has largely been ignored by the market.
Google's AI domains are thriving. Month-over-month traffic growth in May: @GoogleDeepMind: 4,258,300 → 11,189,832 (+162.78%) @GoogleLabs: 9,796,459 → 19,792,943 (+102.04%) @GoogleAI: 1,349,027 → 2,042,165 (+51.38%) @NotebookLM: 48,340,200 → 64,906,295 (+34.27%) @GeminiApp: 409,432,013 → 527,738,672 (+28.90%)
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JUST IN: U.S. Director of Federal Housing orders mortgage providers to accept Fartcoin when assessing creditworthiness.
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$GOOGL IS ADDING AN AI FEATURE TO SHEETS THAT AUTO-GENERATES TEXT IN YOUR SPREADSHEET
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Waymo plans to double it's fleet from 1,500 to 3,000 by the end of next year. YouTube does more viewership time on TV than Netflix. Google Cloud is growing 30% YoY Google ads on search continue to grow above 10% Google meanwhile trades at a 19 PE ratio.
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Said it before ill say it again. Gemini > ChatGPT Seriously go try it out for yourself. $GOOG $GOOGL
According to Yipit, $GOOGL Gemini added 13mn users in May vs April which is the highest sequential growth in the category indicative of share gain. ChatGPT added 5mn. Most of the rest were flat to slightly down.
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$OSCR Do yourself a favour now and just hold until $45. We accumulated heavy between $13 - $14, making a total of 8 Buys, making this our largest position now. We don't have to do anything else at this point
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$GOOGL Gemini + Chrome
Whoever owns the AI first browser will win AI memory long-term. The browser is the closest approximation of humanity's memory that we have.
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