tmtlongshort
@tmtlongshort
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
Social commentary about dating dynamics (“hypergamy”, “hoeflation”) and attractiveness; no market, company, product, policy, or economic catalyst described. Not actionable for investing/trading.
Post argues the key disconnect: AI will be transformative across many industries, while VCs are framing impact as primarily within the technology industry. No specific companies, products, timing catalysts, or trade setups are provided.
Post argues the key disconnect: AI will be transformative across many industries, while VCs are framing impact as primarily within the technology industry. No specific companies, products, timing catalysts, or trade setups are provided.
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Latest videos and market context
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Just Another Pod Guy @TMTLongShort 25m This is correct and a function of hypergamy and Hoeflation. Also in direct con...
Social commentary about dating dynamics (“hypergamy”, “hoeflation”) and attractiveness; no market, company, product, policy, or economic catalyst described. Not actionable for investing/trading.
Just Another Pod Guy @TMTLongShort 39m I’m realizing that part of the disconnect between my view and the VCs is that ...
Post argues the key disconnect: AI will be transformative across many industries, while VCs are framing impact as primarily within the technology industry. No specific companies, products, timing catalysts, or trade setups are provided.
Just Another Pod Guy @TMTLongShort 8m American companies should be allowed to use Chinese OSS. But we should make it ...
Commentary advocating tighter U.S. policy to prevent Chinese companies from accessing AI/accelerator compute outside China (e.g., via third-country cloud/data centers), while allowing U.S. companies to use Chinese open-source software (OSS). No concrete policy action announced; it’s a directional regulatory/export-controls thesis.
Just Another Pod Guy @TMTLongShort 48m So we think bombs away at 4:01pm ET or is there a courtesy one hour lull perio...
A vague social post speculating about imminent military action involving Iran/IRGC (no specific event confirmation). Actionability is low due to lack of concrete details, timing certainty, or named assets; but it maps to a common short-horizon risk-off playbook (oil/defense up; airlines/risk assets down).
Proof-backed call history
These are recent thesis calls tied to original source content where available.
Social commentary about dating dynamics (“hypergamy”, “hoeflation”) and attractiveness; no market, company, product, policy, or economic catalyst described. Not actionable for investing/trading.
Post argues the key disconnect: AI will be transformative across many industries, while VCs are framing impact as primarily within the technology industry. No specific companies, products, timing catalysts, or trade setups are provided.
Post argues the key disconnect: AI will be transformative across many industries, while VCs are framing impact as primarily within the technology industry. No specific companies, products, timing catalysts, or trade setups are provided.
Post argues the key disconnect: AI will be transformative across many industries, while VCs are framing impact as primarily within the technology industry. No specific companies, products, timing catalysts, or trade setups are provided.
Post argues the key disconnect: AI will be transformative across many industries, while VCs are framing impact as primarily within the technology industry. No specific companies, products, timing catalysts, or trade setups are provided.
Post argues the key disconnect: AI will be transformative across many industries, while VCs are framing impact as primarily within the technology industry. No specific companies, products, timing catalysts, or trade setups are provided.
Commentary advocating tighter U.S. policy to prevent Chinese companies from accessing AI/accelerator compute outside China (e.g., via third-country cloud/data centers), while allowing U.S. companies to use Chinese open-source software (OSS). No concrete policy action announced; it’s a directional regulatory/export-controls thesis.
Commentary advocating tighter U.S. policy to prevent Chinese companies from accessing AI/accelerator compute outside China (e.g., via third-country cloud/data centers), while allowing U.S. companies to use Chinese open-source software (OSS). No concrete policy action announced; it’s a directional regulatory/export-controls thesis.
Commentary advocating tighter U.S. policy to prevent Chinese companies from accessing AI/accelerator compute outside China (e.g., via third-country cloud/data centers), while allowing U.S. companies to use Chinese open-source software (OSS). No concrete policy action announced; it’s a directional regulatory/export-controls thesis.
Commentary advocating tighter U.S. policy to prevent Chinese companies from accessing AI/accelerator compute outside China (e.g., via third-country cloud/data centers), while allowing U.S. companies to use Chinese open-source software (OSS). No concrete policy action announced; it’s a directional regulatory/export-controls thesis.
Commentary advocating tighter U.S. policy to prevent Chinese companies from accessing AI/accelerator compute outside China (e.g., via third-country cloud/data centers), while allowing U.S. companies to use Chinese open-source software (OSS). No concrete policy action announced; it’s a directional regulatory/export-controls thesis.
A vague social post speculating about imminent military action involving Iran/IRGC (no specific event confirmation). Actionability is low due to lack of concrete details, timing certainty, or named assets; but it maps to a common short-horizon risk-off playbook (oil/defense up; airlines/risk assets down).
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@tmtlongshort
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