@APompliano

Entrepreneur, investor, and lifelong learner. Daily writing: https://xitter.cf/t.co/tpCu2xhIBx Website: https://xitter.cf/t.co/aof319cnW2 My second book: https://xitter.cf/t.co/2W94vXav7i

 New York City
pompletter.com
Joined July 2011
  • Tweets87.7K
  • Following8.4K
  • Followers2.4M
8.2KMedia
My rules of business: Build shit people want, never give up, avoid assholes, question assumptions, learn new ideas & always reward ambition
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Anthony Pompliano 🌪 retweeted
Anthony Pompliano 🌪
@APompliano9h
Dan Ives believes the $TSLA and $SPCX merger is "a matter of when, not if." "If you think of Tesla...the data they would bring into the SpaceX story...that would turbocharge their ambition." "For Musk to have all the AI technology all under one hood...in that deal, I think [Tesla stock] would have to be $500/share to $550/share."
Anthony Pompliano 🌪
@APompliano15h
I sat down with @DivesTech to discuss the AI trade, what bears get wrong, what Dan saw on the ground in Korea, and why there is so much left to go in the bull market. We also discuss the potential $TSLA and $SPCX merger, $CRWV and AI debt fears, the midterms, interest rates, and where the stock market goes from here. YouTube: youtu.be/6HhxPgV1Hu4?si=7f22… Apple: podcasts.apple.com/us/podcas… Spotify: open.spotify.com/episode/2Yu… TIMESTAMPS: 0:00 - Intro 1:08 - Report from Korea & AI chip demand 4:51 - Market sell-off & what the AI bears get right 9:25 - Why Wall Street is underestimating AI growth 15:06 - Midterms & data centers 16:46 - Rate hikes, CoreWeave & Oracle debt 19:00 - What could slow AI demand? 20:53 - Tesla & SpaceX merger 33:06 - How investors are playing the merger 35:52 - Market concentration, earnings & the bear narratives 41:34 - AI agents & the future of investing 45:22 - Political risk & a message to the bears
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Good morning. Today is going to be a great day. Let’s get after it relentlessly.
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Dan Ives believes the $TSLA and $SPCX merger is "a matter of when, not if." "If you think of Tesla...the data they would bring into the SpaceX story...that would turbocharge their ambition." "For Musk to have all the AI technology all under one hood...in that deal, I think [Tesla stock] would have to be $500/share to $550/share."
Anthony Pompliano 🌪
@APompliano15h
I sat down with @DivesTech to discuss the AI trade, what bears get wrong, what Dan saw on the ground in Korea, and why there is so much left to go in the bull market. We also discuss the potential $TSLA and $SPCX merger, $CRWV and AI debt fears, the midterms, interest rates, and where the stock market goes from here. YouTube: youtu.be/6HhxPgV1Hu4?si=7f22… Apple: podcasts.apple.com/us/podcas… Spotify: open.spotify.com/episode/2Yu… TIMESTAMPS: 0:00 - Intro 1:08 - Report from Korea & AI chip demand 4:51 - Market sell-off & what the AI bears get right 9:25 - Why Wall Street is underestimating AI growth 15:06 - Midterms & data centers 16:46 - Rate hikes, CoreWeave & Oracle debt 19:00 - What could slow AI demand? 20:53 - Tesla & SpaceX merger 33:06 - How investors are playing the merger 35:52 - Market concentration, earnings & the bear narratives 41:34 - AI agents & the future of investing 45:22 - Political risk & a message to the bears
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Every day I am more impressed by @grok bot
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Your business is part of your personal net worth. One of the most requested account connections on @cfosilvia has been Quickbooks. We now have it live for every business owner. Silvia is a private, personal AI agent for your personal finances. Try it free: silvia.com
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I sat down with @DivesTech to discuss the AI trade, what bears get wrong, what Dan saw on the ground in Korea, and why there is so much left to go in the bull market. We also discuss the potential $TSLA and $SPCX merger, $CRWV and AI debt fears, the midterms, interest rates, and where the stock market goes from here. YouTube: youtu.be/6HhxPgV1Hu4?si=7f22… Apple: podcasts.apple.com/us/podcas… Spotify: open.spotify.com/episode/2Yu… TIMESTAMPS: 0:00 - Intro 1:08 - Report from Korea & AI chip demand 4:51 - Market sell-off & what the AI bears get right 9:25 - Why Wall Street is underestimating AI growth 15:06 - Midterms & data centers 16:46 - Rate hikes, CoreWeave & Oracle debt 19:00 - What could slow AI demand? 20:53 - Tesla & SpaceX merger 33:06 - How investors are playing the merger 35:52 - Market concentration, earnings & the bear narratives 41:34 - AI agents & the future of investing 45:22 - Political risk & a message to the bears
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I find myself telling people on our various teams “automate it with AI” multiple times per day. Tech innovation is great, but you also have to re-wire how teams think to use it too.
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Two days ago @MunchingMoez laid out his short thesis on Moderna. Today the stock is down nearly 20%. Pretty crazy. $MRNA
Anthony Pompliano 🌪
@APomplianoOct 20
This is one of the most interesting conversations I have had on the podcast in a while. I spoke with Anson Funds' @MunchingMoez to discuss how he trades hype and momentum, why he converted to bitcoin believer, and the lessons from putting $1 billion into bitcoin treasury companies. We also discuss the AI trade, Korea’s memory boom, long activism, prediction markets, his $LION position, and SPACs. YouTube: youtu.be/DqzbgKwuVxg?si=q-_Z… Spotify: open.spotify.com/episode/42W… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 1:11 - Chasing hype, momentum & dealmaking 6:34 - Bitcoin: from deals to believer 9:02 - Bitcoin treasury companies & Strive’s preferred 15:40 - AI hype & sky-high valuations 17:53 - Private AI deals, tokenized stocks & 24/7 trading 21:23 - Trading against ChatGPT 24:50 - Finding your edge (SpaceX vs small caps) 28:46 - Korea, memory stocks & record put buying 34:27 - Short selling vs long activism 42:35 - Why Moderna could fall 45:16 - Prediction markets & social media sentiment 51:44 - Space & SPACs 54:56 - Canada, trade wars & funding Olympians
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Tax loss harvest season is here. Sophisticated investors sell their stocks at a loss and rotate capital to similar exposures. @cfosilvia is very good at identifying specific opportunities in your portfolio & creating a plan to execute. Try it free: silvia.com
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Just recorded a great conversation with the legend @DivesTech about the AI trade. Lots of new insights were discussed, especially from his recent trip to Korea. Episode out at 5pm ET today.
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The US economy is in a weird place. Here are two headlines on the front page of CNBC this morning: 1. Trump’s approval rating on economy hits all-time low as midterm looms: CNBC survey 2. Jobless claims near the lowest since the 1960s as low-fire trend continues You would never expect to see low approval rating with decades-low unemployment, but that is a reality of a complex economy that is experiencing significant change. Timeless investing principles will always be valuable. But you have to adapt your mental models for the new world or risk being exposed to disruption.
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Good morning. Today is going to be a great day. Let’s get after it relentlessly.
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Anthony Pompliano 🌪 retweeted
Anthony Pompliano 🌪
@APomplianoOct 21
It is obvious that @elonmusk is Chief Problem Solver of America. Give him whatever resources he needs and get out of his way. I explained on @AmericaNewsroom this morning.
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It is obvious that @elonmusk is Chief Problem Solver of America. Give him whatever resources he needs and get out of his way. I explained on @AmericaNewsroom this morning.
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I enjoyed talking with @BillHemmer and @DanaPerino. If you aren't following them yet, I suggest you give them a follow.
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I’ll be on Fox News at 10:40am ET to talk Elon Musk, $SPCX, $TSLA, AI, and the future. See you there :)
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Anthony Pompliano 🌪 retweeted
Cryptoklepto
@CK_CryptokleptoOct 20
$SVIA announces aggressive cost-cutting initiative expected to deliver more than $10 Million in savings @APompliano is on a mission to make every possible shareholder friendly move as the CEO of the world's only Agentic AI subscription business with a large $BTC Treasury Link: investors.cfosilvia.com/node…
Silvia
@cfosilviaOct 9
Meet your proactive AI CFO for your personal finances In this walkthrough, we show how Silvia connects your financial life, understands your goals, and helps you stay ahead with personalized guidance, deep research, financial simulations, and proactive radars. Timestamps: 00:08 Connect Accounts, Assets & Liabilities 00:46 Silvia Security 01:04 Dashboard — Your Financial Overview 01:26 Portfolio — Accounts & Holdings 01:35 Goals — Set Your Financial Targets 01:42 AI Performance & Benchmarks 01:53 Your Financial Interview with Silvia 02:08 Ask Silvia — Personalized Financial Guidance 02:58 Deep Research & Financial Simulations 03:16 Vault — Documents & Saved Reports 03:58 Radar — Proactive Financial Alerts 04:29 Text & Call Silvia Become your own CFO Try free at Silvia.com
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We just completed aggressive cost-cutting expected to generate over $10 million in annualized cost savings. Savings come from a reduction in: - compute costs - personnel-related expenses - renegotiated key vendor contracts - new highly capable, cost efficient executives $SVIA
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For years there were very loud Tesla critics, but I have not heard of too many SpaceX critics. If they exist, who are they and what are their best arguments?
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