Lumida Wealth Management
@LumidaWealth
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Lumida is a digitally native, SEC registered investment advisor specializing in alternative investments and digital assets
New York & Miami
Joined October 2022
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Send us removal request.
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Pinned Tweet
In case you missed our Non-Consensus episode w/
@MebFaber
, here it is with timestamps⬇️
" Mag 7 vs. 493: Market Showdown"
(00:00): Introduction to Non-Consensus Investing
(00:33): Meet Meb Faber: A Decade of Tracking and Insights
(00:59): Exploring Alpha Cloning and Hedge
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How much for this prime real estate?
13.
Not millions.
Not thousands.
(Actual price in the last tweet)
Well, 30+ hours of research later we uncovered why smart money (KKR, Apollo, and Blackstone) calls it a once-in-a-generation opportunity.
Bookmark & share.
2
8
142
Berkshire Annual Meeting is over 6 hours long mega-event.
Investors sat through the marathon Yesterday to see what Buffett is thinking.
Here's what they DIDN'T want you to know in 5 tweets🧵👇
Bookmark this & see if Buffett is right in 6mo.
1
12
78
1/ Coinbase $COIN Q1 2024 Results:
Beats Earnings by ~319% & Beats Revenue expectations by ~20%
Total Revenue: $1.6 Bn, up 112% YoY, up 72% QoQ
Net Income: $1.2 Bn, up from net loss of 79 MM YoY, up 330% QoQ
Shares down ~3% after results
4
12
73
ChatGPT 4o - A Curious Mac-First Release:
Capabilities:
- Blazing-fast inference
- Emotional intelligence
- Vision analysis
- Natural voice interactions
- Always-on desktop & mobile
Already Replaces:
- Virtual assistants like Siri
- Translation tools
- Fitness and posture apps
3
6
62
Nvidia and GPUs: Are Datacenters the new compute unit? with
@ramahluwalia
& with
@_fabknowledge_
3
6
44
Crypto Natives, This One's for You
Crypto investing just leveled up.
On-chain transactions, finding liquidity pools, staking - Crypto investing is a full-time job.
Lumida handles it for you.
Expert guidance, your custody.
@ramahluwalia
@nickryg
@kudry
8
12
43
In case you missed our live stream yesterday
"How to bet on Uranium and Nuclear Renaissance" with Paul Mann, CEO of ASP Isotopes (Nasdaq: $ASPI)
(00:00) Introduction to Non-Consensus Investing
(00:31) Meet Paul Mann, Chairman and CEO of
@ASPIsotopes
(01:42) The Role of Silicon
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Neel Kashkari, President of Minneapolis Fed: "Has anybody ever bought something with Crypto?"
@ramahluwalia
: Hold my water bottle...
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1/ Coinbase $COIN Q4 2023 Results:
Beats Earnings by ~290% & Beats Revenue expectations by ~16%
Total Revenue: $953 MM, up 50% YoY, up 41% QoQ
Net Income: $273 MM, up from a loss of - $557 MM YoY, up from a loss of - $2 MM QoQ
Shares up ~12% in premarket trading
2
8
24
Some of the best insights & trends on AI Wars from
@altcap
@sundeep
@bgurley
on
@BG2Pod
1/ Llama 3 is replacing OpenAI across the board - Bill's jaw drop moment on 00:28
@ramahluwalia
1
4
22
Over 100 people have downloaded our
#Crypto
chartbook, & the positive feedback has been truly inspiring!
Keep those messages coming.
Here's this week's Chartbook.
Like & comment 'send' and X will Auto-DM it in 30 mins.
Must follow us for it to work.
Retweet appreciated.
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7
24
Best insights on $SOFI, $TSLA, $PLTR from our convo with
@amitisinvesting
#throwback
🧵
Why there is NO bull case for $SOFI today
(00:54) - Issue with their technology
(02:12) - There is no buyer
(03:03) - Noto has the right vision
(04:18) - SOFI's loans are very risky
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1/ The Sovereign AI race is on.
Saudi Arabia has 60 data centers.
The race for AI supremacy is on in the Middle East.
🧵Let’s dig in below…
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7
22
New week, new narratives : get updated with everything crypto in 5 mins.
Ready for this week's Lumida crypto chartbook?
Hit 'Like', reply 'send', & watch your DMs light up in 30 mins with the latest edition.
Follow us for Auto-DM to work.
RTs 🙌
Check DM for early access
15
7
23
Happy Halvening!
Tech stocks down -1.43%
US Dollar is down -0.14%
Bitcoin is up 1.5%
#halvening
#bitcoin
#larryfink
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Just got hold of the account for 5 minutes...
Hope you guys make me a Full-time employee after this 🫡
- Lumida Intern
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1/ Coatue's must-see slide deck for VCs & Founders on AI Trends.
Part I:
- GPT Usage
- Competitive landscape
- Enterprise Adoption
- The Big AI Trends
- AI Open Source
2
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21
$300 Billion. Gone or Added. In a flash.
UBS CIO says $NVDA's stock might swing wildly post earnings based on options pricing data.
How wild? "Around 10%"
That's a $300 Billion swing. In one day.
Everyone's watching. Waiting. Hoping.
- EPS: Will it hit $0.64?
- Revenue: Can
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1/ NVIDIA $NVDA Q1 Fiscal Year 2025 Results:
Beats Earnings by ~8% & Beat Revenue expectations by ~6%
Total Revenue: $26.0 Bn, up 262% YoY, up 18% QoQ
Net Income: $14.9 Bn, up 628% YoY, up 21% QoQ
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Forget Buffett.
This investor gave a 30% profit every year for 30 years
He paid for his college by opening a hot dog stand
Despite all odds, he turned his middle-class upbringing into billions
You've never heard of him
This is Stanley Druckenmiller's story🧵
1
7
17
Understanding Price and Velocity of Price for Trading VIX
Know the significance of evaluating market volatility by
@NoelConvex
1
3
16
Want a bird's eye view on
#Crypto
without the Noise & Hype?
Here's our UPDATED Crypto chartbook for this week
Like & comment 'send' and we'll DM it to you.
Must follow us for the Auto-DM to work.
Retweet appreciated.
#btc
#eth
Credits:
@StableAditya
19
7
17
In case you missed our Non Consensus Investing episode here it is with timestamps⬇️
" Lumida Whale Watch: Hedge Fund Bets Revealed "
(00:00) Introduction to Non Consensus Investing
(00:31) Understanding 13F Filings
(01:12) Hedge Fund Strategies and Stock Picks
(02:57)
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15
🎉 Huge congratulations to
@nic__carter
on winning his latest match! Had the incredible opportunity to chat with him on the podcast last week. Check out the snippets below! 🧵
1/ Investor By Day, Fighter By Night: Nic's Insane Training Regime
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Each week we share cross asset class insights into digital assets, macro & regulatory topics. This week we cover:
- DCG/Genesis
- Coinbase earnings
- the proposed crypto bill
- unemployment & interest rates
- JPM buying First Republic which our CEO
@ramahluwalia
predicted
5
1
16
"1/ What's really behind the BTC rally?
Insightful analysis by
@ramahluwalia
&
@biancoresearch
, hosted by
@AshBennington
on the
@RealVision
podcast
2
5
16
1/ Goldman Sachs' On AI & US Equities 🧵
Classifies AI trade into phases:
- Phase 1: Initial beneficiaries like $NVDA
- Phase 2: Infrastructure (semiconductors, cloud, data centers)
- Phase 3: Enabled revenues (software & IT services)
- Phase 4: Productivity gains from adoption
1
5
16
Juiciest bits from
@lexfridman
&
@BillAckman
interview.
Why Bill is thankful to people who hate $GOOG
@ramahluwalia
#ai
1
5
14
"It's very rare to see a commodity Increased by fivefold and not see a significant supply side response to it."
- Paul Mann, CEO of
@ASPIsotopes
$ASPI
Live now 🚨
1
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BofA Global Fund Manager's Survey - Aug:
1/ Economic Backdrop:
- Growth expectations decline sharply
- Cash levels rise to 4.3%
- Sentiment hits 7-month low
- Policy seen as too restrictive
- Expect lower interest rates
@ramahluwalia
1
3
15
Here's a great summary of our Insightful discussion on tokenization, endowments, debanking & fintech with
@maplefinance
We recently attended a space with Ram Ahluwalia (
@ramahluwalia
/
@LumidaWealth
) and Maple Finance (
@maplefinance
/
@syrupsid
/
@qthomp
) about tokenization.
Here are some distilled takeaways from Ram’s insights 🧵👇🏻
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Best bits from the NVIDIA GTC 🧵
5 key takeaways :
- $1T Data centers revamp
- Blackwell: AI Superchip, 200 B transistors
- NIMs: RAG for your data on any LLM
- NIMs, NeMo & DGx Cloud : $NVDA AI Foundry
- Omniverse - Robotics Digital Twin Platform
@ramahluwalia
1
7
15
Check out
@ramahluwalia
's interview with Alex Thorne, Head of Research at
@galaxyhq
. Ram shares his views on the crypto market structure bill and lays out a path for industry self-regulation inspired by the history of the NASD (creator of Nasdaq).
1
3
12
$AAPL finally unveils AI: Apple Intelligence
Learn the key features in under 7 minutes!
00:00 - Introducing Apple Intelligence
00:29 - Capabilities of Apple Intelligence
01:49 - Privacy and Security with Apple Intelligence
03:02 - Siri with Apple Intelligence
04:01 -
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It's 13F Season, and Lumida is on Whale Watch!
Stay tuned for our summary sheet from 40+ Funds.
GQG Capital: $66Bn AUM
Top 5 Holdings:
Q2 2024: $LLY, $PM, $AVGO, $META, $NVDA
vs Q1 2024: $LLY, $MSFT, $AVGO, $META, $NVDA
Shift towards consumer goods, maintaining tech focus
0
3
12
Ray Dalio's Bridgewater Associates Releases it 13F
#LumidaWhaleWatch
Here's what changed from last Quarter.
Top 5 Holdings
Q2 2024: $PG, $NVDA, $GOOGL, $IEMG, $IVV
vs Q1 2024: $PG, $KO, $COST, $JNJ, $PEP
Shift from consumer staples to technology and broad market indices.
Top 5
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Here are the best parts from Zuck's (
@finkd
) interview with
@dwarkesh_sp
on the AI trends that matter most to investors:
1/ Llama 3 is the most potent free AI agent, integrated with $GOOG and $MSFT's Bing, sitting on top of WhatsApp, Facebook, Instagram & Messenger
1
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14
Today Lumida published a research report on The Epic Collapse of FTX and SBF. We break down what happened, what might happen next, and what we believe investors should consider as we enter a new chapter in crypto
(1/8)
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🚀Exciting opportunity at Lumida Wealth! We’re hiring a Digital Marketing Director to join our remote team.
If you’re passionate about
#DigitalMarketing
, have a knack for storytelling, and are ready to leverage
#AI
in a dynamic, rapidly evolving industry, we want to hear from
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As Q1 earnings wrap up & we gear up for Q2, we've curated the key trends & insights across themes that emerged this earnings season.
Introducing - Lumida Earnings Review Q1 2024
Subscribe to our newsletter to have it delivered directly to your mailbox:
0
5
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Michael Burry's Scion Asset Management Releases its 13F
#LumidaWhaleWatch
Here's what changed from last Quarter.
Top 5 Holdings
Q2 2024: $JD, $BIDU, $MOH, $FOUR, $BABA
vs Q1 2024: $BABA, $JD, $HCA, $ORCL, $C
Shift from financials and traditional tech to healthcare and payment
3
2
10
Goldman Sachs put out this research note this morning:
‘FOMC will likely aim to keep a March rate cut on the table’
My, oh my, did they screw this up
We led GS on Haliburton, Cloudflare, Tesla and now the rate call
If you are on
@LumidaWealth
newsletter, you were prepared
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11
What’s an SRO and why does Crypto Need One? Lessons from the NASD.
@ramahluwalia
joined the Galaxy Brains Podcast with
@intangiblecoins
to share views on why longer-term crypto needs a Self Regulatory Organization (SRO) to oversee it.
Full episode:
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She has counseled US Presidents on economic issues
American Banker: Top 25 women in finance
Barron’s : Top finance influencer in the US
Kiplinger : Strategist of the Year
She guides 34 million Schwab accounts
Here’s
@LizAnnSonders
explaining 2024 markets:🧵
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1/ NVIDIA $NVDA Q4 Fiscal Year 2024 Results:
Beats Earnings ~12% & Beat Revenue expectations by ~8%
Total Revenue: $22.1 Bn, up 265% YoY, up 22% QoQ
Net Income: $12.2 Bn, up 769% YoY, up 33% QoQ
Shares up ~6% after results
2
5
12
Tech's Next Big Thing
@EismanSteven
discusses the potential changes over the next decade in software and hardware with
@MebFaber
3
2
10
5 profound yet simple investing lessons from Peter Lynch 🧵
1/ Peter's investing philosophy that made him the
#GOAT
#poker
#investing
#finance
#wisdom
1
4
12
Digital Assets: Will Grayscale prevail vs the SEC and will we see an ETF soon? Will crypto bottom before or after equities?
Check out the Lumida Ledger Newsletter. Link below to receive it in your inbox Sunday morning.
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11
WOYM: Themes, Small caps vs. Semis, Consumer Discretionary, Momentum Factor
0
2
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$PLTR CEO Alex Karp takes a dig at analysts and their PowerPoints.
Highlights Bootcamps to deals as the key Go-to-market motion for Enterprise AI.
2
2
10
Bill Ackman’s Pershing Square Capital Releases its 13F
#LumidaWhaleWatch
Here's what changed from last Quarter.
Top 5 Holdings
Q2 2024: $HHH, $GOOG, $QSR, $CMG, $HLT
vs Q1 2024: $HHH, $GOOG, $QSR, $HLT, $CMG
Consistent focus on consumer discretionary and technology sectors.
2
1
10
1/ BofA June Global Fund Manager Survey:
Most bullish sentiment since Nov'21
Low cash levels at 4.0%, a 3-year low
High equity allocations with BofA Bull & Bear Indicator at 6.0
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11
The Big Long!
$ETHE was one of our standout trades of 2023
Did you miss this opportunity?
Explore our latest offering: an exclusive white glove concierge experience in the world of digital assets
Learn more in the post below
@ramahluwalia
Crypto Natives, This One's for You
Crypto investing just leveled up.
On-chain transactions, finding liquidity pools, staking - Crypto investing is a full-time job.
Lumida handles it for you.
Expert guidance, your custody.
@ramahluwalia
@nickryg
@kudry
8
12
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0
2
11
1/ BofA July Global Fund Manager Survey:
Bullish sentiment driven by Fed rate cuts & soft landing
Growth expectations lower; cash levels rise to 4.1%
Bull & Bear Indicator at 6.3
2
3
11
What does a policy framework for crypto look like?
- establish a self-regulatory agency (SRO)
- prohibit wash sale trading
- publish proof of reserves and proof of liabilities on chain
More on the Galaxy Brains Podcast.
@ramahluwalia
@intangiblecoins
0
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The wait is over!
Here's the sneak peek to the Q4' 23
#LumidaWhaleWatch
read more for 5 key takeaways👇
Subscribe to our newsletter for full access, infographs & thematic insights
This time we study the moves of 30+ managers handpicked by our CIO
@ramahluwalia
From $90 MM
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1/ Snippets from Philippe Laffont, Founder & Portfolio Manager of Coatue Management, at Bloomberg Invest sharing his current investment outlooks and personal journey
Laffont on where to invest in AI?
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Breaking the Bank with Soros.
Soros needed a successor, seeing Stanley's market timing he picked him as second in command at Quantum Fund
Fall of Berlin Wall, creation of Eurozone & European Exchange Rate Mechanism was a big event
Stanley wanted to bet the full fund ($7B) on
1
3
10
Last week, we explained why we think interest rates stay higher for longer (excerpt below)
This week, we discuss The Two Tier Economy through the lens of Louis Vuitton vs. Dollar General
Subscribe below for insights on digital assets, macro & banks👇
3
3
10
Daily News Roundup:
- Google beats OpenAI to the first AGI demo
- Longevity influencer dies young from anti-aging pills overdose
- AMD and Intel eye a merger to take on $NVDA
- SEC hints at Solana ETFs before ETH
Tune in for the 5 min de-brief:
1
4
10
1/ Daily News Round-up:
- McKinsey: Work patterns may erase $1.3T CRE value
- Goldman Sachs cuts U.S. recession chances to 15%
- Crypto market-making profits dip 20-30%
- GenTwo raises $15MM in Series A
- Arm's revised IPO target at $52B
- Goldman disputes AI bubble concerns
2
3
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1/ Here’s our daily news round-up that we're looking at today
- Amazon Eyes Ai-Chip IPO
- Biden to ban tech investments in China?
- Zuck's AI focus
- US banks' losses
- Fed’s Crypto Oversight program
- China's Deflation Signals Impact
- EFR Surpasses ETH
1
1
10
Well, its Feb 29th.
Curiously every 4 years, a crisis strikes - COVID, Debt, GFC...
Will your portfolio survive the Leap Year Curse?
Scroll below to see how the markets perform during these years?
@ramahluwalia
#NonConsensus
4
4
10
Meme of the Day
#meme
#warbyparker
You Can’t Make This Up
Warby Parker remains unprofitable and is 2x as expensive as $NVDA.
They lose $50 MM a year and have $200 MM in cash.
They launched a new line called, wait for it, ‘Warby Barker’ to sell to Pets
PMF is hard folks…
We are short $WRBY :)
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2
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Chase Coleman's Tiger Global Management Releases it
#13F
LumidaWhaleWatch
Here's what changed from last Quarter.
Top 5 Holdings
Q2 2024: $AMZN, $APO, $GOOGL, $MSFT, $META
vs Q1 2024: $META, $MSFT, $APO, $TTWO, $AMZN
Consistent focus on technology and consumer discretionary
2
1
8
1/ Daily news round-up:
- Softbank-backed Lender Better's shares drop 93% on debut
- Fed hints at end of rate hikes
- $DLTR Q3 misses estimates
- TSMC's labor woes over new semi plant
- JPM reports limited crypto downside ahead
- AI firm Hugging Face raises $235M at $4.5B val
2
5
9
@plaffont
runs a $50+Billion Hedge Fund. He gave himself a D- for 2023.
Every year biggest investors, founders & fund managers wait for his "Views on the Market".
Here is the MEGA-THREAD with 16 insights from
@coatuemgmt
's EMW '24 🧵
Bookmark to see if he's right this time..👇
1
4
9
Here is the recording in case you missed it live. Some weekend listening!
PW: sYTzZ1?c
I’m looking forward to this tomorrow.
Our team has combed through decades of financial market history to understand where we are today.
I’ll walk you through our findings and what it means for investing in 2023 with
@Pete_Loukas
1
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0
1
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4/ CFO Alesia Haas On Outlook:
“We anticipate strong continued growth in our subscription and services, driven by high engagement and innovative offerings like our Layer 2 solution, Base, which has already processed twice as many transactions as Ethereum in the last 30 days."
1
0
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1/ Here's our daily news round-up for today:
- Fed sees inflation risk meriting more rate hikes
- Bond yields highest since 2008
- Housing affordability lowest since mid-1980s
- Cisco reports AI-driven demand surge
- Goldman blames zero-day options for recent market selloff
2
3
9
Being 'Founder-Friendly' is more than just a buzzword. But what does it genuinely entail?
Unravel the nuances of fostering healthy founder relationships in our latest Lumida Insights fireside chat with
@ramahluwalia
&
@fintechjunkie
#FounderFriendly
#Startup
#Entrepreneurship
1
4
8
Mag7 & Off Balance Sheet CapEx financing
Dive to know the commitment of tech leaders like Mark Zuckerberg and Sundar Pichai to continue infrastructural expansion despite financial challenges
@DavidCahn6
@HarryStebbings
1
2
8
@ramahluwalia
on May 19: " $TSLA bull case is humanoids, not EV."
Morgan Stanley June 28: "Tesla's Humanoid opportunity is 'bigger' than FSD."
Well, let's hope the humanoids are as slow as MS when they take over the world 🤖
0
4
9
In case you missed it, Lumida CEO
@ramahluwalia
joined The Odd Lots Podcast with
@TheStalwart
&
@tracyalloway
to discuss the GBTC 'widowmaker trade'. Some weekend listening!
@LumidaWealth
0
2
8
1/ Here’s our daily news round up focused on ‘things that make you go hmm’
- Moody’s downgrades Banks
- Coinbase bonds
- Softbank goes on AI offensive
- Neural link raises a big round
- Palantir Q2 highlights
- Paypal / Paxos
3
4
9
Wondering where's the opportunity after the BTC ATH?
Check out the latest edition of lumida crypto chartbook to cut thru the noise in 5 mins flat.
- Scanners ($100M to $10B+)
- Narratives
- Defi
- Stablecoins
- NFTs
Click 👇
1
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6
It's 13F Season, and Lumida is on Whale Watch!
From the late Jim Simons
Renaissance Technologies: $59 Bn AUM
Top 5 Holdings:
Q2 2024: $UTHR, $VRTX, $NVDA, $PLTR, $NVO
vs Q1 2024: $AMZN, $ABNB, $META, $PLTR, $NVO
Shift from consumer discretionary and communication services to
0
3
8
The wait is finally over!
Join
@ramahluwalia
on our Non-Consensus Podcast as SoFi takes center stage with a secret guest
Today at 1:00 PM EST.
Subscribe to our YouTube channel and turn on the post notification bell to be notified when it's live!
1
2
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5/ Guidance for Q2 Total Transaction Revenue:
Generated over $300 MM in April, expects 525MM-$600MM, beating estimates of $500MM.
(assumes that crypto prices stay within the range seen year-to-date)
0
0
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In this week’s Lumida Ledger newsletter, we’ll cover:
- Macro: payrolls, leading indicators & rates
- Investment positioning
- Crypto: DCG/Gemini, GBTC & ETHE discount narrowing, Larry Fink’s comments & More
Subscribe to receive it directly in your inbox
1
3
9
In 2023 this is what he said about $NVDA we know its up over 300% now
1
1
9
Weekly Goldman Prime Excerpts:
Prime Update:
US equities experienced net selling for 4 straight trading sessions into NFP, with short sales outpacing long buys roughly 5 to 1.
Hedge Fund's net sold Macro Products and Single Stocks, highlighting a cautious or bearish stance
0
4
9
1/ June BofA US Semiconductors Industry Overview Highlights:
The relative weighting of semiconductor stocks continued to decline, now sitting at 0.99x (down 9% QoQ & down 15% YoY)
1
4
8
Two struggling artists, barely surviving on ramen, meet at a Hollywood gym.
20 yrs later, one is an Avenger, the other a Hollywood producer.
Big stories start small.
Tomorrow,
@ramahluwalia
pulls back the curtain on Hollywood's economics.
> Can you guess Who's our guest?👇
3
4
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1/Daily news roundup:
- Markets Expect Rates To Stay Higher For Longer
- New Tax Guidance For Digital Assets
- US’s Deficit Concerns
- Instacart Reveals Profitability, Plans IPO
- RBC warns Growth Stocks are Overvalued
- Visa, Mastercard cut ties w/ Binance
- $SOL ties w/ Shopify
2
2
8
@MParekh
spotting trends before they become tomorrow's news on
@howardlindzon
&
@Stocktwits
@trends_wfriends
Best insights you missed!
1/ The 6 layers of the 2024 AI Tech Value Stack every investor needs to know
1
2
7
$MSFT Co-Pilot agents are here!
Here's top 3 things Satya launched on Microsoft Build '24 🧵🧵
Co-pilot is integrated with teams and has aysnc agents to perform tasks.
@ramahluwalia
3
1
8
"LLMs as OS"
Similar to how there are 2 dominant OS - Mac & Windows and 100s of Linux distros
@karpathy
imagines the future to be same with Open AI, Google and other open/semi-open LLMs.
$MSFT has OpenAI, what will $AAPL do?
@sequoia
ascent
@ramahluwalia
1
3
6
Are you nurturing or neglecting your founder relationships?
Find out in this short form Lumida Insights fireside chat with
@ramahluwalia
&
@fintechjunkie
#Founder
#InvestmentWisdom
#StartupJourney
#Entrepreneurship
#BusinessPartnership
2
3
8
How to play the CRE opportunity?
Find out in this short from Lumida Insights fireside chat with
@ramahluwalia
&
@defiDimitri
on AI, Digital Assets, CRE & Longevity.
Full video link in the thread below 👇🏻
#CRE
#SecondaryMarkets
#RealEstate
#LocalBankOpportunities
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