Sublime

remember situational awareness? the big long manifesto on AI that was super hot for a while. I found their 13F filing today and they have a ton of cash and unsurprisingly they're in $CRWV ($105m position!), $CORZ, $IREN. very interesting portfolio https://t.co/h8pcwYoBYE

【海外の伸びているAIスタートアップ】 AIを活用して決算プロセス自動化する「Numeric」 月次決算作業において会計システムやエクセル等からデータを集計、そのデータを各項目をAIエージェント前月と比較 Brex、OpenAIなどの経理部門で使用されARRは1年で既に億単位まで成長しているそう👀 https://t.co/5TFlupUDw1

Copart lives up to it's billing as a compounder; 37% cash on cash returns and 59% of CFO reinvested, both over ten years Capex has more than 4x in most recent 3Yr. period vs. oldest Secret is out. Trades for 22.6x EV / NTM EBITDA vs. 10Yr. mean of 16.5x $CPRT https://t.co/FRJ6YVBF6b

👀👀👀 https://t.co/bkL5UKaJEq

"Happy Lunar New Year from Maven Trading! Secure that $100k at $440 1% weekly $4000 per month 🍊Never Deny Never Delay 🍊 https://t.co/Cp8U2fgccZ

Bought $MUBI Thesis in my telegram as always. Will prolly open a private paid group for these high conviction bets as many of you want that https://t.co/g4OsAiTL7F... See more