@ComebackCap

i tweet about arsenal, markets, music and film. my side gig is a corporate sweatshop button clicker

Joined February 2022
Have been experimenting with RAG for investment selection. Here is a portfolio I got to. This is using Nick Sleep’s letters, Berkshire, Greenblatt and Mauboussin.
🤖 Made with AI
8
1
87
21,458
Lmfao “we didn’t get to see the great pyramids get built” 👏
everybody talks about the economics of the ai data center build, the biggest capex buildout in human history not nearly enough people are stepping back to just marvel at the technology itself i just met amin vahdat, leader of google’s ai data center buildout, whose team delivered this beautiful cluster. it is insane the elite level of technology and engineering excellence that goes into every component of the modern data center, from the accelerators to the model codesign to the racks to the networking to the manufacturing and assembly. the chips are the most insane feat of all, but every component of the whole system is a beast. goosebumps. we didn’t get to see the great pyramids get built, but this is even better. amin also predicted for me what this photo might look like for frontier clusters a decade from now…. training data episode drops soon :)
640
🇺🇸TRUMP’S MONDAY CALENDAR 6:00 AM — Wake up to some head 6:05 AM — Put on Fox News 7:45 AM — Poop 8:00 AM — Executive Time 10:30 AM — Policy Meeting 11:30 AM — Policy Meeting 1:00 PM — Signing Time 1:45 PM — Ribbon Cutting Ceremony 4:10 PM — Meeting with NYC Mayor Zohran Mamdani 5:35 PM — Meeting with French President Emmanuel Macron 6:00 PM — RNC Reception 7:10 PM — MAGA Inc. Dinner All times ET.
🇺🇸TRUMP’S MONDAY CALENDAR 8:00 AM — Executive Time 10:30 AM — Policy Meeting 11:30 AM — Policy Meeting 1:00 PM — Signing Time 1:45 PM — Ribbon Cutting Ceremony 4:10 PM — Meeting with NYC Mayor Zohran Mamdani 5:35 PM — Meeting with French President Emmanuel Macron 6:00 PM — RNC Reception 7:10 PM — MAGA Inc. Dinner All times ET.
572
Great success can come from things you are obsessed with or obsessed with the idea of.
346
Remember this anytime grifters like @awilkinson are speaking on a subject like AI.
1
13
795
I’ve been using Instinct, Grok Bot and Muse and comparing output against similar inputs. Here are my thoughts:
2
18
9,372
Grok Bot is great for everyday use due to having many defined agents. You spin up specialists for career, fashion, travel, a chief of staff and they live in their lanes. I believe these self improve. The real edge is they write prompts for each other. You’re not yelling “do everything” at one model. Think this is important.
1
4
838
Muse is the most capable of the three on raw IQ. It can hold more of the problem in a single conversation and just… do the work. If you want one agent that feels like the smartest person in the room, that’s Muse. It’s deep and impressive how far it takes things. Cons are the main Agent and sub chat is kind of dumb IMO.
10
714
Remember bro on Leeds
Raphinha has already racked up 11 goal contributions this season, having COOKED in every game so far 🔥 How was he 𝙣𝙤𝙩 nominated for the Ballon d'Or? 🤯
1
494
Aged well
+1, LandBridge, WaterBridge and Texas Pacific Land are a big part of my net worth right now.
4
751
David Raya to the rescue nitter.cf/MediaUCL7/status/20988…
1
5
30
1,260
If you think the US has too many payments options, I offer you Japanese checkout:
4
315
Betting on earnings is a fools errand
2
8
764
holy fuk guys
1/ today we're rolling out Muse, our new personal ai assistant. Muse is always-on, wicked fast, can use a browser, connect to your apps, and is designed to be secure. try it now: muse.ai.
1
8
3,120
Anyone wanna share an Instinct code w/ me
1
1
758
Replying to @COROSGlobal
@corosglobal UPS delivered order #US255037 today in DC. Sealed box, empty inside — no SATISFY APEX 4. Paid $551.20. Tickets 626589 and 626604 already filed with photos. Need a reship or refund today.
1
2
484
Yo @COROSGlobal my fucking box was empty
1
130
@COROSGlobal you need a new intern asap.
70
Muse 1.3 cooking on whatever I give it… 🍳 @alexandr_wang
2
310
When yields fall BLDR will absolutely rip. My instrument of choice for the trade.
2
255
@grok how has this portfolio done against the s&p
1
119