Steelbath Operator
@SteelbathOps
Followers
739
Following
47K
Media
460
Statuses
6K
Former CEO in global manufacturing industry, but stopped because I didn't know about Palantir Foundry back then. Now I invest from home. Barbell-ish Mode.
Sweden
Joined March 2023
A short guide to blow up your account using an inverse margin of safety methodology, in this case using $LMND as an example.Action 1: Short at A.Action 2: Cover at B
1
3
21
First they are Non-profitable, then comes Ebitda+, and lastly Gaap+. Then you win.
Party like it’s 1999: Goldman Sachs’ Non-Profitable Tech Index is up 66% since hitting its low in April.
0
0
1
In light of ChatGPT Agents release into the wild today the quest of "To be the world's most loved insurance company." brings up some interesting follow up question. Early days, but the moving walkway is picking up speed. Daniel's recent commentary on being on vs. off the walkway.
@sama Are you guys ready for customer AI agent interactions, with agent optimization to be most lovable by not only customers but prospective/existing customers' agents? @shai_wininger @daschreiber.
0
0
2
RT @sytaylor: We are pretty sure AI agents can be attacked. Especially when buying things. So we're launching this in the full knowledge….
0
2
0
👀 significant.
OpenAI has just hinted at the next major threat online, which really made me think. Hackers may not try to trick you anymore. THEY’RE TRYING TO TRICK YOUR AI AGENT!. These prompt injection attacks target agents that are authorized to spend your money, access your data, and act
0
0
0
👀.
Been doing Healthcare for 25 years: Have NEVER seen anything like what HMOs have done. $UNH playing the Enron card of selling assets to make a Q w an agreed upon repurchase price later. …chances are the bankers have been running this game for a while.
0
0
1
I have turned into a full blown $TSLA bear, at least for the foreseeable future. The echo chamber disconnect is so incredible. These lads are actively taking what once was a real 'object of desire' into a warped degeneracy experiment.
7
2
13
RT @davegirouard: Vertical AI winners in every industry will be . fully verticalized. Brand, customer acquisition/retention, process,….
0
4
0
👀.
Any reason why people buy 1M$ worth of 97% OTM calls? LMK… . $LMND
0
0
3
RT @riyadosofian: If you're having a bad day, remember that Wedbush once placed a $2.50 PT on $SOFI. It's trading at $21.70 now — nearly 9x….
0
3
0
RT @PaperBagInvest: New $LMND 🍋 Management Interview:. Lemonade CAR Deep Dive with Michal Langer @michallangers .
www.youtube.com
In this video I talk with LMND Car product lead and Chief Product Officer Michal Langer. We talk about their Car in depth. LMND Investor Day:https://youtu.b...
0
21
0
What Brad said. $OSCR. Being a little bit naughty - and under researched on $OSCR - I also think CPA/CFA/Value types that don't dare buy a real and diversified emerging innovator like $LMND ends up buying $OSCR "because numbers look so good and cheap". All luck to $OSCR.
There’s nothing wrong with letting social media hype inspire your stock research. There is something wrong with unconditionally following folks into names that we don’t understand. I think $OSCR is the most recent good example of this (there are many). Will this turn out to.
0
0
5
RT @shai_wininger: So, we (kinda silently) launched @lemonade_inc Car in Indiana yesterday. This launch marks a major milestone in Lemonade….
0
48
0
RT @Prof_heist: #50 $SOFI. Monthly chart for simplicity should give you goosebumps. Move is starting.
0
24
0
RT @SoFi_Insider: $SoFi Pay Worldwide powered by Crypto started appearing already in the app code. The release is coming very soon https://….
0
17
0
RT @shai_wininger: .@Lemonade_Inc Pet is now the #2 most searched pet insurance brand in the US. But there’s more:.> It’s also the fastest….
0
31
0
RT @OMillionaires: Perma-Bears waiting for data to show the impacts from the tariffs and the recession we have been in .
0
4
0
RT @leifthunder: Tokenization of private companies is tricky and risky. Public used to offer alternative assets like music royalties, and….
0
37
0