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Donatello

@DonatelloCap

Followers
704
Following
8K
Media
283
Statuses
6K

Concentrated Global SMid PM looking for great businesses at a discount. DMs open. Views are my own and not investment recommendations. DYOW.

Texas
Joined February 2013
Don't wanna be here? Send us removal request.
@BrickCenter_
BrickCenter
14 days
There's no such thing as traveling in the NBA anymore. Jalen Green took SIX steps in a 1-point game with 25 seconds left... no call 😭
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@micheevs5
Сергей Михеев
16 days
Nvidia DLSS 5 OFF / Nvidia DLSS 5 ON
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@litcapital
litquidity
28 days
lmfaaaaaooooooooo
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709
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@KFCBarstool
KFC
1 month
Connor Hellebyuck and this dude, the biggest heroes in America right now
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@atelicinvest
Unemployed Capital Allocator
1 month
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@FatTailCapital
Fat Tail Capital
2 months
Something big is happening. Using the latest Codex model I vibecoded an autonomous commerce agent that will call the factories in Shenzhen, negotiate in fluent Cantonese, and buy everything I need for me. No more going thru middlemen like Amazon & Walmart who charge huge markups.
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@kylancodes
Kylan O'Connor
2 months
Vibe coders be like 👨‍💻
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992
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@wolfejosh
Josh Wolfe
2 months
725
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@DonatelloCap
Donatello
2 months
My son’s piano teacher decided to detour into popular music so my son is now leaning The Final Countdown, and now I’m looking for a new piano teacher
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@DonatelloCap
Donatello
2 months
Imagine how Josh Allen feels right now. Nix is out hurt and Stroud is playing like this
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@DonatelloCap
Donatello
2 months
Has he turned into Chuck Knlobach? WITAF is happening
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@DonatelloCap
Donatello
2 months
Bench him already. This is pathetic.
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@BenjaminSolak
Benjamin Solak
2 months
CJ Stroud is playing exactly the opposite of how you’d like a QB to play with an elite defense. Just protect the ball at all costs. Don’t let their defense score/give the offense short fields. Bemusing stuff.
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@DonatelloCap
Donatello
2 months
The Ravens analogy writes itself.
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@DonatelloCap
Donatello
2 months
We are approaching Trent Dilfer levels of bad here.
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@DonatelloCap
Donatello
2 months
Imagine how good the Texans would be with a competent QB
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@TechFundies
TechStockFundamentals
3 months
This period of time in SaaS reminds me of the living hell that is running a hedge fund when a sector dies and you have exposure. 1) You wake up, reach for your phone, see your stocks are down pre-market for the fifth day in a row on no news. Good morning! Go get a bacon /
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@P_Remarks
Prepared Remarks
3 months
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@unusual_whales
unusual_whales
3 months
Cursor CEO has said that vibe coding builds ‘shaky foundations’ and eventually ‘things start to crumble,' per FORTUNE
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@vitaliyk
Vitaliy Katsenelson
3 months
I came to America to escape people who talk like this. “Having a different relationship to property” is communist code for ownership being conditional and political. It is the same idea that destroyed entire societies, now rebranded with softer language and moral smugness.
@EndWokeness
End Wokeness
3 months
NYC Mayor Mamdani's Tenant Director, Cea Weaver: "We'll transition from treating property as an individual good to a collective good. Whites especially will be impacted."
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