Kyle

Kyle

44,830 Twitter followers

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first principled, thesis-driven investor tweets are myself, not representative of @defiancecapital

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tbh yo ucan probably make the case that AI will do alot of work but we won't have massive layoffs, all the engineers will just become better at their jobs and we will have 10x more progress

u can rly judge how fringe a normie is based on the model they use btw most turbo normies only use cgpt, never even tried claude or gemini, and still use cursor to code instead of ralph wiggum their way to success

i cannot understate how early you are, the turbo normie knows nothing about this. grabbed lunch w a couple of classmates, none of them talk about this shit. twitter is the fringe of the fringe, and this gives you an advantage. it's been 3y since cgpt, and people still think AI x.com/AviFelman/stat…

thesis rly clicked for me on the train. been talking abt this since Dec but today i can finally say that this is my next high conviction bet.

the past 4 months in equities has showed me that ex-US is in a structural bull market while US has insane volatility yet has to deal with currency depreciation + not-bull market PA of 20%+ moves in both direction therefore, allocation is now 75-25 ex-US/US we ride

i cannot understate how early you are, the turbo normie knows nothing about this. grabbed lunch w a couple of classmates, none of them talk about this shit. twitter is the fringe of the fringe, and this gives you an advantage. it's been 3y since cgpt, and people still think AI hasn't made any advances. glhf

Today, you really cannot focus on climbing the corporate ladder, relying on a monthly salary, or even building a traditional cash-flow business. These are all dangerous. You need to be invested, deeply invested, in the assets that have the most to gain from a rapidly changing

tbh i think people confuse the causes here. the loneliness epidemic didnt cause the rise of OF, they are both symptomatic of a larger problem - hypergamy ; young males are just becoming increasingly priced out leaving them single against their own wishes ; twitter.com/0xkyle__/status/20...

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