schrep
@schrep
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
Tweet argues that a “real bad tech downturn” hasn’t happened since 2000 (implying 2022+ could resemble a more severe tech drawdown than 2008 for tech), referencing YC messaging to founders. No specific companies mentioned; this is a high-level macro/sector caution on tech risk over the next ~12 months.
Tweet argues that a “real bad tech downturn” hasn’t happened since 2000 (implying 2022+ could resemble a more severe tech drawdown than 2008 for tech), referencing YC messaging to founders. No specific companies mentioned; this is a high-level macro/sector caution on tech risk over the next ~12 months.
Tweet argues that a “real bad tech downturn” hasn’t happened since 2000 (implying 2022+ could resemble a more severe tech drawdown than 2008 for tech), referencing YC messaging to founders. No specific companies mentioned; this is a high-level macro/sector caution on tech risk over the next ~12 months.
What this channel is watching now
Recent mentions show where this author is concentrating attention right now.
Latest videos and market context
Recent source posts from this author. Create an account to inspect the complete persisted research trail.
Mike Schroepfer @schrep Jul 20 I’ve invested with @saranormous and worked with @mvernal for a decade. They are the re...
A personal endorsement tweet by Mike Schroepfer praising Sara Guo and Matt Vernal as investors/operators. No companies, sectors, catalysts, or investable assets are mentioned.
Mike Schroepfer @schrep Jul 2 Quick math says average American owns/uses ~60x more battery capacity than they did 20 ...
Post argues that per-capita AI compute usage will likely expand massively over coming years (analogous to 60x growth in battery capacity over 20 years), implying we are early in real-world AI deployment. This supports a secular AI infrastructure buildout thesis (chips, foundry, networking, servers, data-center power/thermal, hyperscalers).
@ID_AA_Carmack @SemiAnalysis_ Love @SemiAnalysis_ adding lots of Signal. Check out https://t.co/UBlsqtG0Vs M
Very low-information social post praising SemiAnalysis for adding “signal” and linking to an external URL; no market-relevant claims, catalysts, or tickers mentioned in the text.
My grandfather was from a generation that didn't talk about the sacrifices they made. He fought with the US Army in W...
Personal reflection on a WWII veteran’s sacrifice; no market, sector, policy, or company-specific information.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
Tweet argues that a “real bad tech downturn” hasn’t happened since 2000 (implying 2022+ could resemble a more severe tech drawdown than 2008 for tech), referencing YC messaging to founders. No specific companies mentioned; this is a high-level macro/sector caution on tech risk over the next ~12 months.
Tweet argues that a “real bad tech downturn” hasn’t happened since 2000 (implying 2022+ could resemble a more severe tech drawdown than 2008 for tech), referencing YC messaging to founders. No specific companies mentioned; this is a high-level macro/sector caution on tech risk over the next ~12 months.
Tweet argues that a “real bad tech downturn” hasn’t happened since 2000 (implying 2022+ could resemble a more severe tech drawdown than 2008 for tech), referencing YC messaging to founders. No specific companies mentioned; this is a high-level macro/sector caution on tech risk over the next ~12 months.
Meta/Facebook executive apologizes for an outage of Facebook-powered services due to networking issues; restoration in progress. This is a transient operational incident with limited direct tradability unless outages are prolonged or trigger regulatory/advertiser backlash.
Meta/Facebook executive apologizes for an outage of Facebook-powered services due to networking issues; restoration in progress. This is a transient operational incident with limited direct tradability unless outages are prolonged or trigger regulatory/advertiser backlash.
Meta/Facebook executive apologizes for an outage of Facebook-powered services due to networking issues; restoration in progress. This is a transient operational incident with limited direct tradability unless outages are prolonged or trigger regulatory/advertiser backlash.
Meta/Facebook executive apologizes for an outage of Facebook-powered services due to networking issues; restoration in progress. This is a transient operational incident with limited direct tradability unless outages are prolonged or trigger regulatory/advertiser backlash.
Very low-information social post praising SemiAnalysis for adding “signal” and linking to an external URL; no market-relevant claims, catalysts, or tickers mentioned in the text.
Very low-information social post praising SemiAnalysis for adding “signal” and linking to an external URL; no market-relevant claims, catalysts, or tickers mentioned in the text.
Personal reflection on a WWII veteran’s sacrifice; no market, sector, policy, or company-specific information.
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@schrep
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