Lauren Balik (@laurenbalik) unfollowed @bentboolean on Oct 11, 2024

This is part of the argument for TSMC success. They have lots of PHDs just trying thousands of different approaches for each step.

Similar design to my house in Brooklyn which i paid next to nothing for since nobody wants to live there... oh wait... (I do wish I had a garage)

In 2022 our gov't unleashed "NSA lite" to the masses and called it "AI" and branded it as a consumer play. The real game was never consumer AI though. I've got deep feelers. For example, I don't follow Siri, she didn't tag me, but I knew immediately this X post happened. 🙃📈

@Kalshi https://t.co/WyHzgNqqq9

State of prediction markets: Person 1: "You guys should really go on @Kalshi to bet, they have so many more markets, a more aesthetic format, and less fees! It's what I'm doing in addition to this site. Would highly recommend!" Person 2: "Unfortunately Kalshi does not allow https://t.co/Ld2lCdGStr

RT @AmanKabeer11: @laurenbalik Not a day goes by that I’m not glad I follow this account Truly electric content (until you come at @matttu…

"prediction markets are not rigged!!" get a grip. all markets are just AdTech feeders for ad networks this isn't kindergarten

$ZETA's Disqus is on many websites but it's deadweight on most. Extreme longtail distribution. Most websites it's on are just honeypots anyway, or fake websites, or sites with little-to-no traffic. $ZETA's best use cases are selling audiences of the biggest morons possible to

Stop giving any credence to bossy bottoms Nate Silver and Keith Rabois catfighting about racial demographic voter bps. In gay male parlance, a bossy bottom is the guy who receives and unlike a power bottom a bossy bottom fusses and barks out orders while doing none of the work.

I will release more research into Zeta Global $ZETA. They've concentrated their Disqus data harvesting comment section product around this election prediction market trend. Once Nov. passes, $ZETA loses edge. They've financially engineered their peak equity to the election.

$ZETA is down 5.5% on the day. It's likely been top ticked. $ZETA is actually pulling the strings behind PredictIt - a quasi-legal election prediction exchange based out of New Zealand masquerading as an "academic research" platform.

RT @beccalew: The relationship between fascism, masculinity, and machines on full display

RT @gilduran76: Crypto bros used to buy Lamborghinis as status symbols. Now they want to buy their own countries. A disturbing and anti-d…

Thankful for first responders. It’s scary to see flames on your way home from the Hokies slaughtering Stanford. So many units from San Mateo and Pacifica diving into town.

RT @laurenbalik: By this logic, Rumble $RUM would qualify, as J.D. Vance was involved (it looks like he still has shares) and David Sacks i…

Prediction markets are the spiritual successor to 2016 era Breitbart and right-wing news. Kalshi is a mess but PredictIt is arguably worse - just a feeder for Zeta Global $ZETA and actually one of $ZETA's larger feeders.

Oh good, Kara Swisher took notice of Shaun Maguire’s investment behavior. Perhaps now tech journalists will take heed. https://t.co/5Rff6qjZq3

Never take financial advice from someone wearing a cowboy hat, unless you're dealing in oil & gas. --- Two days ago, Jack Raines wrote a "journalism" piece about how price differences between Polymarket and Kalshi may open up an arb opportunity. "It seems like there is a trade

What’s your best dbt tip?

If you're at Coalesce, your dbt is a mess, and you want $1000.. keep reading! The majority of teams implement dbt, and life is good. But as you scale, your model runtime gets longer, your warehouse costs skyrocket, and your team output slows down. Artemis monitors your models

Is Sequoia partner Shaun Maguire committing wire fraud and securities fraud with his manic election conspiracy theory posts? Right after Sequoia investment Kalshi got the green light last week, Shaun blitz promoted election denial conspiracy theories of fake texts posted on X

I could wrestle and pin Shaun Maguire in 15 seconds, maybe even 10 seconds

Wire fraud is a very serious crime. Shaun Maguire is a very unserious person. Making fraudulent claims from text messages and posting these on social media (wire fraud) in order to move lines and spreads around on a federally-regulated derivatives exchange you financially backed https://t.co/1D5OFqT5wq

I believe Sequoia Partner Shaun Maguire's @shaunmmaguire latest mental episode constitutes wire fraud, given his and Sequoia's promotion of federally-regulated exchange @Kalshi cc: @CFTC https://t.co/l60AmUE8px

to be fair, much of finance is 120 IQ people trying to grift 90-110 IQ people, but these prediction markets stand out as being especially silly and concentrated in time duration

Watching a bunch of 120 IQ people grift a bunch of 90-110 IQ people will never not be funny. The amount of piracy and intellectual dishonesty here is incredible. https://t.co/2pg7ffY1Fu

Serious philosophical question, not left or right coded, just philosophical: If Shaun Maguire @shaunmmaguire is screaming, screaming, SCREAMING about election results and then he promotes that he's invested in a platform where people can bet on the election results which he https://t.co/EosuuMHLPl

This guy gets better every day. Sequoia didn't learn their lesson after getting caught coming in behind Founders Fund trades in crypto and now in 2024 they're backing a Polymarket competitor. Incredible stuff. https://t.co/2qhF1DsNPb

Hmm...questionable. I'm typing this from Amity Hall down the block from Columbia, hanging out with my Jewish significant other who is a Columbia grad student who also went there for undergrad. She's there to learn. Columbia is mostly a made up media story on both sides.

We've been over the Techtronic (https://t.co/hXw5F63UA6) aftermarket lithium-ion demand Ponzi scheme run primarily through Home Depot $HD several times - the "Mary-Kay-for-Blue-Collar-Men" flipping scheme. We've been over the dead/underwater lime green inventory sitting in https://t.co/66axoMn3vL

Also, it's funny that Eight Sleep changed their methodology right after this. This is how you know I'm right.

This is the #1 thing people have ever pinged/emailed/msg'd me about. "How do you find this stuff, Lauren!? How did you learn this?" The answer is that I don't know - it's all public data and I know most don't bother with it unless it's tied up in a very neat bow. 🤷‍♀️ What can I

As value investors, we're really bad at identifying what could potentially work as a compounder. The market clearly likes $CURB as a growth concept This is a meaningful 20% outperformance since the spinoff and we all think it's fairly priced at $22 or so We own 1% to 1.5% in https://t.co/qK6LMwdPDC

If you are a young investor or a seasoned pro, it doesn't matter. But this especially applies if you are a young investor, listen to this at 1PM today. Alix is a treasurer and one of the most fascinating thinker. Clear your schedule and listen.

RT @Mr_Neutral_Man: @pekwat @laurenbalik No this is the kind of near Autistic artisanal alpha that I admire in an investor

Cava $CAVA is overexposed to Southeast hurricane disruptions vs. its peers which have stronger geo mixes.

All apple orchards are full of bees and none of these places have waivers, FYI, I've checked If you were deranged you could get stung by a bee and sue the orchard for negligence. Who is working one click SaaS waivers for apple orchards? Hardware and software play.

Where's Brad?!?!

Yep. David Sacks @DavidSacks backed CEO Ruthia He had been planning to fly the coop for months. My team of patriots has Sacks and co. under deep surveillance. More people need to understand that David Sacks is in the Mafia - the VC thing is a front. Rolfe Winkler at WSJ has

or Ghost. or whatever is easy to use and not going to have VCs or journalists like @EmilyStewartM of @BusinessInsider trying to cancel me

Do I Manifest Destiny all my bespoke alpha over to Substack or Beehiiv? I'll pick whichever one has the most compelling argument. Let me know thoughts. https://t.co/mfsjCE1dYF

we used to be a country etc etc https://t.co/mhz29olDg8

Very solid profit outlook on $APOG https://t.co/hUDqQR7b9r

I know of 3 funds that have unofficial "Lauren Books" and trade off what I post about on X. Not automatically, obviously, but close to it. Do I paywall everything here on out?

Let's bet on the outcome of an HBO doc where dozens (possibly hundreds) of people already know the outcome. https://t.co/8ID8Diei5M

I’m going to notebooklm every YouTube video in @knarfmartini2 ‘s playlist and upload all of the financials. I will not upload anything from UxC so the data is correct though https://t.co/9LJbn0FIYW

RT @ResidentialClub: Active housing inventory for sale, by September Sep. 2017 -> 1,308,607 Sep. 2018 -> 1,301,922 Sep. 2019 -> 1,224,868…

By this logic, Rumble $RUM would qualify, as J.D. Vance was involved (it looks like he still has shares) and David Sacks is on the Board and Rumble has acquired 2 of his companies (Callin and Locals). So it seems like J.D. Vance traded influence from David Sacks and then the

If people are ever scared of finance (many who are minorities, women, people who grew up without, etc.) don't be. This is what you're up against - goofballs who can't even finish their wings or beer playing self-storage tax gymnastics. This is your counterparty.

Classic finance piracy. The bookmarks will accumulate faster than the likes. https://t.co/T7EhbBlCwz

🚨Here's a 200 IQ X equity research tip I'll give away for free, with a small ask in return. 🤗 --- Aside from toilet paper, what else was bought out during this week's longshoremen "will-they-or-won't-they" drama? (I mean in reality, not just social media hyperbole.) I'll https://t.co/uxPudccCRr

Every Lauren Balik post is a home run. ⚾️ Every Business Insider @BusinessInsider article is a strikeout, even as their dilettante employees try to use X to cancel me before publishing materially false information about me. Strike three, Business Insider, yer outta here! https://t.co/enujcC91Mj

RT @litcapital: Fuck Business Insider All my homies hate Business Insider

lmao @MadsCapital https://t.co/VR0EWyqrDV

AI Winner. All that matters in the near term (next 3-5 years) is increment. The increment here has to be in personalization. Marginally more tailored ads, customized marginally better to the end user, ads become experiences and not just digital billboards. Billions in play.

It's been a great week on X watching finance guys (spread around pension fund/retirement money) act incredulous about labor (pays into pension fund/retirement money). What will happen when these large capital pools dissipate? Hmm? What will happen to asset prices if we don't

I really cannot overstate how poorly Advance Auto Parts $AAP stores are run vs. their peers. The EEOC is now suing for what was going on at some $AAP locations. This is what many investors don't fully appreciate. Even the more conservative types in rural areas and the South https://t.co/B9LWzQydOp

Love him to death or hate him to death, Marc is correct about Bridger $BAER. Nothing adds up here. Scrutiny of public and elected officials' business dealings (left or right) is important.

Who Will Save Duckhorn Portfolio's $NAPA Soul? We're days out from $NAPA's annual report, short interest to the float has piled up, and the trade here is really only whether or not the Duckhorn Portfolio will be acquired. They've acquired vineyards on their credit facility, https://t.co/E8Ir0qHLUq