Tim Kelso
@timkelso.bsky.social
Technology, Politics, Economics, Philosophy
Sam Altman's "If you want to sell your shares, I'll find you a buyer" and Alexander Karp's "batshit crazy" are two recent examples of founder-CEOs responding to financial criticism with aggressive counterattacks.
November 4, 2025 at 9:03 PM
Sam Altman's "If you want to sell your shares, I'll find you a buyer" and Alexander Karp's "batshit crazy" are two recent examples of founder-CEOs responding to financial criticism with aggressive counterattacks.
UPDATED
This is how I'd weigh a Mag 7 portfolio:
S: $GOOG
A: $AMZN
B: $META
C: $NVDA
D: $MSFT
E: $AAPL
F: $TSLA
For the record, I'm long $GOOG since Oct 2023 and short $TSLA since May/June 2025.
Agree or disagree with my tier list? Let me know!
This is how I'd weigh a Mag 7 portfolio:
S: $GOOG
A: $AMZN
B: $META
C: $NVDA
D: $MSFT
E: $AAPL
F: $TSLA
For the record, I'm long $GOOG since Oct 2023 and short $TSLA since May/June 2025.
Agree or disagree with my tier list? Let me know!
September 4, 2025 at 12:43 AM
UPDATED
This is how I'd weigh a Mag 7 portfolio:
S: $GOOG
A: $AMZN
B: $META
C: $NVDA
D: $MSFT
E: $AAPL
F: $TSLA
For the record, I'm long $GOOG since Oct 2023 and short $TSLA since May/June 2025.
Agree or disagree with my tier list? Let me know!
This is how I'd weigh a Mag 7 portfolio:
S: $GOOG
A: $AMZN
B: $META
C: $NVDA
D: $MSFT
E: $AAPL
F: $TSLA
For the record, I'm long $GOOG since Oct 2023 and short $TSLA since May/June 2025.
Agree or disagree with my tier list? Let me know!
The train’s doors are still open, but the departure chime just sounded. Despite the surge, $GOOG remains severely undervalued! 🚄
September 4, 2025 at 12:24 AM
The train’s doors are still open, but the departure chime just sounded. Despite the surge, $GOOG remains severely undervalued! 🚄
This is how I'd weigh a Mag 7 portfolio:
S: $GOOG
A: $META
B: $AMZN
C: $NVDA
D: $MSFT
E: $AAPL
F: $TSLA
For the record, I'm long $GOOG since Oct 2023 and short $TSLA since a couple of days ago.
Agree or disagree with my tier list? Let me know!
S: $GOOG
A: $META
B: $AMZN
C: $NVDA
D: $MSFT
E: $AAPL
F: $TSLA
For the record, I'm long $GOOG since Oct 2023 and short $TSLA since a couple of days ago.
Agree or disagree with my tier list? Let me know!
May 30, 2025 at 11:17 PM
This is how I'd weigh a Mag 7 portfolio:
S: $GOOG
A: $META
B: $AMZN
C: $NVDA
D: $MSFT
E: $AAPL
F: $TSLA
For the record, I'm long $GOOG since Oct 2023 and short $TSLA since a couple of days ago.
Agree or disagree with my tier list? Let me know!
S: $GOOG
A: $META
B: $AMZN
C: $NVDA
D: $MSFT
E: $AAPL
F: $TSLA
For the record, I'm long $GOOG since Oct 2023 and short $TSLA since a couple of days ago.
Agree or disagree with my tier list? Let me know!
Google I/O: The ultimate fuel for my $GOOG confirmation bias. 😅
With their unparalleled trifecta of hardware, software, and data, they're positioned to be the biggest fish in the AI race!
Send help (or more shares) 😉
With their unparalleled trifecta of hardware, software, and data, they're positioned to be the biggest fish in the AI race!
Send help (or more shares) 😉
May 21, 2025 at 12:07 PM
Google I/O: The ultimate fuel for my $GOOG confirmation bias. 😅
With their unparalleled trifecta of hardware, software, and data, they're positioned to be the biggest fish in the AI race!
Send help (or more shares) 😉
With their unparalleled trifecta of hardware, software, and data, they're positioned to be the biggest fish in the AI race!
Send help (or more shares) 😉
For those living under a rock, ANI (Artificial Narrow Intelligence) is the AI that's great at one thing, like recommending your next binge-watch or beating you at chess - basically, most AI you use today.
May 6, 2025 at 9:44 PM
For those living under a rock, ANI (Artificial Narrow Intelligence) is the AI that's great at one thing, like recommending your next binge-watch or beating you at chess - basically, most AI you use today.
The Elon Musk / $TSLA paradox is getting extreme. He seems key for driving the stock narrative & valuation, yet simultaneously acting as a major liability for the underlying business. How does the market keep squaring this circle?
April 29, 2025 at 11:27 AM
The Elon Musk / $TSLA paradox is getting extreme. He seems key for driving the stock narrative & valuation, yet simultaneously acting as a major liability for the underlying business. How does the market keep squaring this circle?
What are you buying/selling during Trump's little dump 'n' pump?
April 9, 2025 at 8:56 PM
What are you buying/selling during Trump's little dump 'n' pump?
JD Vance’s AI summit speech might just go down in history! It’s packed with insights on the future of tech, geopolitics, and the stock market, with many clues hidden between the lines. I highly recommend listening to it for a better understanding of what might be ahead of us.
February 12, 2025 at 10:45 PM
JD Vance’s AI summit speech might just go down in history! It’s packed with insights on the future of tech, geopolitics, and the stock market, with many clues hidden between the lines. I highly recommend listening to it for a better understanding of what might be ahead of us.
The Magnificent 7 are undeniably very successful, but which ones are best positioned for the future? How would you rank them from most to least impactful over the next 5+ years?
February 3, 2025 at 1:23 PM
The Magnificent 7 are undeniably very successful, but which ones are best positioned for the future? How would you rank them from most to least impactful over the next 5+ years?
If you don't pay for the product, you are the product. 😟
January 31, 2025 at 7:47 AM
If you don't pay for the product, you are the product. 😟
Will Elon Musk buy Intel? 🤔
January 27, 2025 at 9:22 PM
Will Elon Musk buy Intel? 🤔