NAV 🔋
@nav7634
Followers
885
Following
24K
Media
843
Statuses
9K
Here to talk about economics, politics, tax, and investing. Irresponsibly long $EOSE
Joined February 2024
On Dec 1 last year, no good Gemini model at all (we were at 1.5), no image model that got text right, no good video model at all, no Deepseek R1, o1 had just come out with test time inference, FrontierMath was 2% not 41%, no one got to 10% on HLE...Just so you can plan for 2026.
29
153
2K
i don't think people have internalized what 2026-27 are set to look like
100
204
2K
$EOSE Michigan / random EOS head of sales like DTE has deals with Powin who we now know is owned by FlexGen who we know is in works with $eose 🤷♂️ https://t.co/OlIexM6KQS
0
4
66
Retail Investors: "You have zero edge day to day. Your advantages are that you have duration, no mandate, and nobody forcing you to sell." This is 100% accurate.
Few thoughts on retail investing since it’s popping up again on FinTwit: - As I’ve said before, I think it’s probably the lowest ROI activity you can do if you’re trying to get rich. Focus on your career - You should index 90% of your money - You have zero edge day to day. Your
1
3
20
Last week, we welcomed 13 local fire departments into our Turtle Creek facilities. The goal was simple—give first responders confidence and clarity when it comes to our technology. Read more about how we're building local partnerships here: https://t.co/yHRQg1KU6r
7
25
237
The AI boom is a +2% tailwind to GDP growth — driving both wage and job increases (Vanguard) — and you’re blackpilling about it? Stop being gaslit by doomers, socialists, and EA weirdos.
404
321
4K
Hot take: AI is moving too fast to spend 4 years in college.
673
644
9K
$EOSE This is more or less what I am expecting for 2026 . Will be buying here - market deeply dislocated and offering a spectacular opportunity to those who can see the path.
10
13
117
A male NHS medic has won £34,000 in a sex discrimination case after violent patients were assigned to him rather than female colleagues due to “a stereotypical assumption that men are larger and stronger than women”. Read more here: https://t.co/l5R1hbKJtT
0
1
5
This is what people felt comfortable saying explicitly (a literal crime) as recently as a few years ago to their hiring managers.
63
645
5K
Just talked to a utility today that is expecting a lot of 8-16 hour batteries to accelerate data center connection to the grid.
New transmission services required by FERC's order on colocation today (PJM)
17
47
364
My hobby in recent years is valuating companies, based on multi-year price targets, from analyst and company projections. I have definitely not been perfect, but my annualized return for my entire net worth has been close to 100% annualized over the last 4 years. Even so, I
16
2
127
$eose 👀
Just talked to a utility today that is expecting a lot of 8-16 hour batteries to accelerate data center connection to the grid.
3
1
50
$EOSE If you aren’t worried about short-term price action, it’s easy to invest in and monitor Eos Energy’s growth (stock price isn’t the company and can diverge short-term). You aren’t waiting on some approval, breakthrough, or magic to occur, but instead monitoring their
1
3
39
$EOSE There it is! Get em whilst they’re cheap!
$EOSE is gonna finish red again isnt it...
0
0
1
After contemplating the DEI piece for a while I think we can all agree that liberals are in fact the real racists.
35
81
1K
