The Scarcity Trade (@ScarcityTrade) header
The Scarcity Trade (@ScarcityTrade) profile picture

The Scarcity Trade

@ScarcityTrade

Investing in Bottlenecks: Power, Data Centers, Semis. Latest ideas in link in bio. $025560, $000660, $BMNM, $3006.TW, $2316.TW

 New York City
scarcitytrade.substack.com/
Joined October 2023
  • Tweets5.6K
  • Following2.3K
  • Followers2.2K
295Media
Photo by The Scarcity Trade (@ScarcityTrade)Photo by The Scarcity Trade (@ScarcityTrade)Photo by The Scarcity Trade (@ScarcityTrade)Photo by The Scarcity Trade (@ScarcityTrade)Photo by The Scarcity Trade (@ScarcityTrade)Photo by The Scarcity Trade (@ScarcityTrade)Photo by The Scarcity Trade (@ScarcityTrade)Photo by The Scarcity Trade (@ScarcityTrade)Photo by The Scarcity Trade (@ScarcityTrade)Photo by The Scarcity Trade (@ScarcityTrade)
I am long $SKHY and 000660. Marked here I think this is a wonderful price to buy at for the long term.
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Never know about this website: betaville.co.uk/
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If it weren't for Mirae I would take a more keen interest in $6323.T Rorze.
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He's spoken $DRAM is the bottleneck
Elon Musk (@elonmusk) profile pictureElon Musk
@elonmuskOct 26
Replying to @zephyr_z9
Silly analysis. Robot RAM needs will exceed everything else on Earth, as you need the robots to be on physical substates in order to shape atoms. Super intelligence needs will vastly exceed that, but ~100% of SI will be deep space compute. Obviously.
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The Scarcity Trade retweeted
Elon Musk (@elonmusk) profile picture
Elon Musk
@elonmuskOct 26
Replying to @zephyr_z9
Silly analysis. Robot RAM needs will exceed everything else on Earth, as you need the robots to be on physical substates in order to shape atoms. Super intelligence needs will vastly exceed that, but ~100% of SI will be deep space compute. Obviously.
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The Scarcity Trade retweeted
imjustnewatai (@imjustnewatai) profile picture
imjustnewatai
@imjustnewataiOct 21
Railway got hacked
Railway (@Railway) profile pictureRailway
@RailwayOct 21
An urgent notice from the Railway team blog.railway.com/p/security-…
Security Disclosure: Wednesday October 21st | Railway Blog

Security Disclosure: Wednesday October 21st | Railway Blog

Railway detected anomalous activity involving systems that store customer environment variables and recommends your immediate attention

blog.railway.com
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Well time for me to turn on codex ultra fast to rotate all my keys
Noah (@itsnoahd) profile pictureNoah
@itsnoahdOct 21
At Railway we take security very seriously. Please read this urgent advisory.
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Anyone ever look at: $059100 ?
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That Hynix premarket open is something else, didn't think we'd get back to these prices ever to be honest.
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No position anymore but wow $FOA is getting murdered
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Wow $EDU.AX looking cheap here
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The Scarcity Trade retweeted
Justin Searls (@searls) profile picture
Justin Searls@searlsOct 15
Over a year ago, I stopped reading code and started automating adversarial agents to perform recursive code reviews instead. The result: low-defect systems that do what I want. Can't believe anyone engaging seriously with these tools still believes human code review is superior
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The Scarcity Trade retweeted
Theo - t3.gg (@theo) profile picture
Theo - t3.gg
@theoOct 14
Gemini 4 Argon has proven to be outright unusable for real code work in my codebases. It aggressively hallucinates about how systems work.
Image from Theo - t3.gg (@theo)
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Damn
Paras Chopra (@paraschopra) profile pictureParas Chopra
@paraschopraOct 15
This hacker news thread is absolutely heart-breaking. Whoever thinks “humans will find a way” ought I read it.
Image from Paras Chopra (@paraschopra)
Image from Paras Chopra (@paraschopra)
Image from Paras Chopra (@paraschopra)
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The Scarcity Trade retweeted
Inverse Max (@InverseMax) profile picture
Inverse Max
@InverseMaxOct 15
Samsung EV below Micron’s. Hynix trading possibility at next year book value, actively returning capital. Low bars to step over.
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Ridertriangle.com an example of a max plus ultracode web utility app I made. Isn’t it beautiful?
Rider Triangle: Motorcycle Ergonomics Calculator & Simulator

Rider Triangle: Motorcycle Ergonomics Calculator & Simulator

Free motorcycle ergonomics simulator and rider triangle calculator. Enter your measurements to see knee and elbow angles in a live side-view diagram.

ridertriangle.com
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Market does not like the decel in antrhopic ARR. Folks were expecting closer to 100 B. I think OpenAI took a lot of that new ARR.
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Also summer effect. But I just spent another 200 for more Opus 5.5 usage. I think the lull is unfortunate bc I expect a huge reacceleration. Opus 5.5 is so so so good vs GPT 6 family.
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Incredible how often I see pitches on low EV/EBITDA but rarely low on forward P/E. The market is valuing the company as it is due to all that idle cash. Don't get trapped in JUST low ev/ebitda.
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Gotta go in the with the GOAT
Adam May (@A_May_MD) profile pictureAdam May
@A_May_MDOct 13
448 days since my last pitch ($ABVX), it’s now finally time for my next one: $ZURA (Zura Bio). Like with the $NKTR and $ABVX pitches before this, I will post a general outline of my research on $ZURA as a thread here. However, for those looking to really get into the weeds, there is a Google Doc link to the full length pitch attached below. Let’s dig in. docs.google.com/document/d/1…
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