Eric Bryant | Multibagger Research retweeted
JUST IN: Vibe coder catches Claude viewing adult content in Chrome during a debugging session, leading the internet to declare "artificial gooner intelligence" has been achieved.
Eric Bryant | Multibagger Research retweeted
So this morning a 'Bittensor memecoin' appeared on Solana called 'Buttensor' (har har).
It was launched in a Raydium pool opposite $TAO on Solana.
Hold solana:2pouN3by7twkiZGy5aEKYUpf78ALDpKRTNu2WsQkpkqt and you earn $TAO.
This drives both solana:2pouN3by7twkiZGy5aEKYUpf78ALDpKRTNu2WsQkpkqt and $TAO price -- and (important) ALL of this drives **new money** on Solana into TAO either directly or obliquely through BUTT.
Through your memecoin antics, Solana people, you drive up the price of serious-coin TAO.
The stage is now set for these new kind of price dynamics on both Solana AND Robinhood.
Eric Bryant | Multibagger Research retweeted
How to get to the moon? Don't worry, I've got my thinking cat on 😼
Happy #NationalPetDay from Bitstamp! 💚
Eric Bryant | Multibagger Research retweeted
Transformational tech always looks like a toy at the beginning
Smartphones, the internet, social media apps
$DUOL looks like a toy, but it’s a superhuman AI teacher in its early stages
Eric Bryant | Multibagger Research retweeted
To the dismay of Value Priests, I’ve said this many times
$PLTR is a $500 stock
It’s still really cheap
Eric Bryant | Multibagger Research retweeted
Great breakdown of our long-term vision! 🤖
High-precision RTK data is the underlying infrastructure that will power community-owned autonomous drones, robotics, and smart machinery. 🛰️⚡
. @GEODNET 's new vision: be the rails for physical AI.
They used DoorDash as an example in their latest AMA and the numbers behind it make the point clear.
▪ DoorDash's commission already cuts a 30% restaurant margin down to roughly 5%, with the goal of pushing popular items to zero
▪ Effective median pay for dashers sits around $11/hr, while the company builds its own robot network to compete against the same workers
✅ GEODNET flips that: individuals could own the robots and drones themselves instead of one company owning the entire stack
✅ Scope goes beyond delivery: agriculture, security, construction, industrial production, survey, and land management
A meaningful shift from just RTK data to core infrastructure for physical AI.
Eric Bryant | Multibagger Research retweeted
The market is now pricing $XPEV's entire car business at 0.5x sales.
Today's math: $XPEV robotics unit raised over $900M at a $6.3B+ post-money valuation (IDG led, Tencent + Alibaba strategic). Per the HKEX filing, $XPEV retains 81.97% a $5.2B stake.
Market cap: $10.7B. Strip the robotics stake and roughly $5.5B of equity covers:
- $11B in trailing revenue
- 20.7% gross margin, record high
- 500K+ annual unit run rate
- VLA 2.0 + the VW licensing deal
- Largest private round in China's embodied AI sector
The valuation is very appealing to me and I’m a buyer today.
Eric Bryant | Multibagger Research retweeted
$HELP is going to rip
Eric Bryant | Multibagger Research retweeted
Once you make enough money, you’re still going to get mogged by a beach dude that hasn’t made a cent in his life and that’s way more charming than you
As you invest, you need to be cultivating taste, aesthetics and social skills to live a truly good life
Eric Bryant | Multibagger Research retweeted
Try Tesla self-driving
Feels like magic
WSJ's Dan Neil on @Tesla's FSD (Supervised):
"By the end of the second hour—I was bewitched. FSD is amazing. I acknowledge I am a sample group of one, with only the scantest evidence to work with. Still, I know good driving when I see it. Mile by mile, the FSD started to earn my confidence. In the whitewater-like eddy and flow of rush-hour interstate traffic, FSD held its position beautifully: stopping distances, following distances, lane centering, the gradients of acceleration, steering and braking, all playing out in smoothly continuous linear functions."
Full article: wsj.com/lifestyle/cars/tesla…
Eric Bryant | Multibagger Research retweeted
. @GEODNET 's founder was at the White House today for a gathering with America's drone and autonomous systems industry 👀
He also runs @HyfixAI, building autonomous systems chips onshore. Worth connecting the dots here.
Every drone this industry builds needs centimeter-level positioning to actually function.
GEODNET's already built that infrastructure, 22k+ base stations, the largest RTK network in the world, live and generating revenue while this industry scales.
You are not bullish enough😏
Eric Bryant | Multibagger Research retweeted
The most complete genetic map yet has been completed of one of only two flowering plants that grow naturally in Antarctica, potentially helping the development of crops resistant to extreme weather
reuters.com/business/environ…