@truthdotphd

Fusing AI into M(ai)cro economics. Zapping inefficiencies into tomorrow’s gains. None of the tweets are financial advice, DYOR!

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truth.phd
Joined September 2024
  • Tweets67.4K
  • Following267
  • Followers3.5K
31Media
$DLXY building the support very nicely.
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$DLXY can have a $RETO like move
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truth.phd retweeted
alex zhang
@a1zhangSep 26
Wrote a short blog about the "shape" of language models, and the tradeoffs they may present in the future. I genuinely think it's a valuable research direction to start thinking about now, especially w.r.t. harness design. alexzhang13.github.io/blog/2…
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$DLXY Enjoy the ride on Monday!
truth.phd
@truthdotphdSep 24
$DLXY is starting to look like an attractive buy.
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$DLXY is starting to look like an attractive buy.
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$WHLR We did it!
truth.phd
@truthdotphdSep 16
$WHLR is the new $RETO. Its market cap is 2M, but it should be 80M given its revenue and income numbers. They filed a notice of effectiveness on Sept. 11, which signals they may be done with the note conversion. Shorties should let the bird fly!
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$WHLR the move feels much more organized than random.
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$WHLR is the new $RETO. Its market cap is 2M, but it should be 80M given its revenue and income numbers. They filed a notice of effectiveness on Sept. 11, which signals they may be done with the note conversion. Shorties should let the bird fly!
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The only way to crush those who are shorting $WHLR is to buy more!
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Solo founders with Claude these days:
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$WHLR is the next $RETO!
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$EIX $PCG These are strong buys at these levels. Growing revenue and earnings and the highly growing need for electricity are the catalysts.
truth.phd
@truthdotphdSep 3
$EIX Price target: $65. My average is $55. Will let you know when I sell.
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$ANNA Hope you're enjoying the ride.
truth.phd
@truthdotphdSep 8
$ANNA Undervalued European-based oil and Gas company.
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$ROIV this shouldn't be this high! shorting.
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$ANNA Undervalued European-based oil and Gas company.
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$EIX Price target: $65. My average is $55. Will let you know when I sell.
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Bought some $EIX. Looks crazily cheap.
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I'd rather be a stripper than a vibe coder
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Bought back my $TEM short positions. Now shorting $ESTC!
truth.phd
@truthdotphdAug 27
Shorting $TEM! Massively overvalued when you factor in the long lead times for manufacturing the equipment needed to scale. Don't fall for the AI hype. AI-based medicine is still in its infancy, and it will be years before these R&D projects actually turn a profit.
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