Michael Frazis
@michaelfrazis
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https://t.co/B6ZbuxIeSU
Sydney, Australia
Joined May 2010
We finished June up +15% and +81% for FY24, which put us at the top of Aussie fund managers. Helped owning some of the highest returning stocks in the US ($NVDA, $TMDX, $ELF), Australia ($CU6, $DRO), Europe ($ASML) and South America ($NU), in a highly concentrated portfolio of ~20 names. Most importantly we operated under a tight risk framework which kept us out of poor performing stocks in one of the narrowest markets in history. And also gave some timely recent sells in semiconductors. A lot of work still to do...
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RT @michaelfrazis: @ryu_tay Funny how that works! Why you can’t trust research… they’ll encourage you to buy all the way down and then do…
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Why 😂😭
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@ryu_tay Funny how that works! Why you can’t trust research… they’ll encourage you to buy all the way down and then downgrade at the lows Or watch something grind up for ages then upgrade at the highs
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The bicameral mind
Whenever I see stories of the UK trying to ban knives, I think of this from the great Theodore Dalrymple in "Life At The Bottom":
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Nice move from Orthocell! Interview with the CEO below
Orthocell also ripping, more than 2x from their raise at $0.6 not so long ago $OCC
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This was obvious to basically anyone who looked at the space
Brutal fraud in Alzheimers research re: amyloid hypothesis. Even more brutal that it was journalists who uncovered decades of fraudulent research, not the scientists, doctors or 'experts' themselves who were smart enough to notice the painfully obvious lack of effect of anti-amyloid drugs.
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Thought this was how a noob like me codes with AI, not Karpathy 😂
There's a new kind of coding I call "vibe coding", where you fully give in to the vibes, embrace exponentials, and forget that the code even exists. It's possible because the LLMs (e.g. Cursor Composer w Sonnet) are getting too good. Also I just talk to Composer with SuperWhisper so I barely even touch the keyboard. I ask for the dumbest things like "decrease the padding on the sidebar by half" because I'm too lazy to find it. I "Accept All" always, I don't read the diffs anymore. When I get error messages I just copy paste them in with no comment, usually that fixes it. The code grows beyond my usual comprehension, I'd have to really read through it for a while. Sometimes the LLMs can't fix a bug so I just work around it or ask for random changes until it goes away. It's not too bad for throwaway weekend projects, but still quite amusing. I'm building a project or webapp, but it's not really coding - I just see stuff, say stuff, run stuff, and copy paste stuff, and it mostly works.
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Bought a little at 10c
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Hilarious but in Rogan’s defence, he did have something on that day!
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Deepseek disruption: placing your chips, and how a downturn might play out
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