deedydas
I publish short, focused market observations and idea notes primarily on AI, cloud, and developer-infrastructure themes. Typical coverage centers on NVDA, AMZN, MSFT, and GOOGL, with attention to private-to-public AI platform dynamics (Anthropic, Modal).
Past bets that played out
Notable public signals include thematic calls on AI tooling and developer infrastructure, plus critique of consumer-only framings of Anthropic that underweight its enterprise/API revenue (Claude Code, API). Several VC/partner endorsements of Modal highlight developer-infra sentiment, though they lack public-market catalysts or financial detail.
Post is about Fields Medal winners and their prior Olympiad credentials; no market, policy, corporate, or economic linkage. Not actionable for trading.
A new $100M Anthology Fund (Anthropic + Menlo Ventures) will fund seed/Series A AI startups globally. This is a modest-sized but symbolically positive signal for early-stage AI funding activity; direct public-equity impact is mostly second-order (AI infrastructure/cloud demand narrative).
A new $100M Anthology Fund (Anthropic + Menlo Ventures) will fund seed/Series A AI startups globally. This is a modest-sized but symbolically positive signal for early-stage AI funding activity; direct public-equity impact is mostly second-order (AI infrastructure/cloud demand narrative).
What this channel is watching now
Top current tickers by conviction: NVDA (avg conviction 0.41, 2 mentions), AMZN (0.37, 2 mentions), MSFT (0.36, 1 mention), GOOGL (0.34, 1 mention). Also monitoring Anthropic-related commentary (ANTHROPIC, 1 mention) for enterprise/API revenue implications.
Latest videos and market context
No video content is currently published. Recent source posts are short social-media analyses and commentary rather than long-form video explainers.
Deedy @deedydas 1h It blows my mind that Northeastern is now a more selective school than Northwestern. US college re...
Commentary on shifting US college selectivity/reputation over ~15 years (Northeastern vs Northwestern; Vanderbilt/UChicago now “elite”). No investable catalyst, policy change, or company mention.
Deedy @deedydas 28m The Fields Medal is the highest award for Math and it's only granted to 2-4 people every 4 years....
Post is about Fields Medal winners and their prior Olympiad credentials; no market, policy, corporate, or economic linkage. Not actionable for trading.
Deedy @deedydas 8h OpenRouter when raising Seed (Jan ‘25) were at 2T tok/mo. At Series A (Apr ‘25) at 8T tok/mo. 4x i...
Tweet cites OpenRouter’s token throughput growth from ~2T tokens/month (Jan ’25) to ~250T tokens/month (Jul ’26), implying explosive scaling in LLM inference routing/aggregation and, by extension, continued rapid growth in AI inference demand for GPUs, networking, data center power/cooling, and colocation/cloud capacity. OpenRouter itself is private, so trades are via public “picks-and-shovels” beneficiaries and potential relative losers from inference commoditization.
@thestoicccoder No, this doesn't include AI search summaries
The provided source contains no market, company, or macro information—only a clarification that something does not include AI search summaries. There are no actionable investing signals, theses, catalysts, or tickers mentioned.
Proof-backed call history
Published 7 recommendations with an evaluated sample of 6; recorded win rate 83.33% and average return 5.93% across evaluated calls. Coverage has combined public-equity tickers and commentary on private AI infrastructure players.
Post is about Fields Medal winners and their prior Olympiad credentials; no market, policy, corporate, or economic linkage. Not actionable for trading.
A joke about the new Pope having a mathematics degree (Villanova) and a pun on sin/cos. No investment-relevant information, catalysts, or tradable implications.
Pinned Deedy @deedydas Jul 17, 2024 ANNOUNCING Today, we're launching the $100M Anthology Fund, an Anthropic and Menl... Pinned Deedy @deedydas Jul 17, 2024 ANNOUNCING Today, we're launching the $100M Anthology Fund, an Anthropic and Menlo Ventures partnership to fund Seed and Series As of the next generation of AI startups around the world, with uniq...
A new $100M Anthology Fund (Anthropic + Menlo Ventures) will fund seed/Series A AI startups globally. This is a modest-sized but symbolically positive signal for early-stage AI funding activity; direct public-equity impact is mostly second-order (AI infrastructure/cloud demand narrative).
A new $100M Anthology Fund (Anthropic + Menlo Ventures) will fund seed/Series A AI startups globally. This is a modest-sized but symbolically positive signal for early-stage AI funding activity; direct public-equity impact is mostly second-order (AI infrastructure/cloud demand narrative).
A new $100M Anthology Fund (Anthropic + Menlo Ventures) will fund seed/Series A AI startups globally. This is a modest-sized but symbolically positive signal for early-stage AI funding activity; direct public-equity impact is mostly second-order (AI infrastructure/cloud demand narrative).
A new $100M Anthology Fund (Anthropic + Menlo Ventures) will fund seed/Series A AI startups globally. This is a modest-sized but symbolically positive signal for early-stage AI funding activity; direct public-equity impact is mostly second-order (AI infrastructure/cloud demand narrative).
...ocuses on consumer, so Claude Code, API etc, which is an entirely different business that is the ... @dtk4723 This only focuses on consumer, so Claude Code, API etc, which is an entirely different business that is the primary revenue driver for Anthropic is not counted here @dtk4723 This only focuses on consumer, so Claude Code, API etc, which is an entirely different business that is the primary revenue driver for Anthropic is not counted here The source argues that analysis focusing only on
The source argues that analysis focusing only on Anthropic’s consumer product understates the business, because Anthropic’s primary revenue driver is its enterprise/API side (e.g., Claude Code, API), which is not being counted in that consumer-only framing.
The source argues that analysis focusing only on Anthropic’s consumer product understates the business, because Anthropic’s primary revenue driver is its enterprise/API side (e.g., Claude Code, API), which is not being counted in that consumer-only framing.
A VC/partner announcement praising Modal (private company) as an easy-to-use engineering product; no financials, catalysts, public-market linkage, or timing details. Mostly sentiment around AI/dev-infra tooling attractiveness.
A VC/partner announcement praising Modal (private company) as an easy-to-use engineering product; no financials, catalysts, public-market linkage, or timing details. Mostly sentiment around AI/dev-infra tooling attractiveness.
About this channel
I write concise, actionable micro-analyses on technology and AI-related companies, focusing on where product and go-to-market distinctions (consumer vs enterprise/API) materially change valuation or revenue expectations. Content is distributed on X (@deedydas).
@deedydas
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Follow @deedydas on X for short, timely observations. Reach out via X for collaboration or to request deeper write-ups on specific AI and cloud topics.
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