Markets & Investing
Markets & Investing took the largest share of authored posts, split between closing the book on his December $QCLS photonic-computing call and laying out a fresh directional short. [1]
$QCLS reckoning: Critics resurfaced his December 2025 call — a $100 near-term target on $QCLS, the photonic-computing stock that then fell roughly 93% — and he was blunt about the outcome: 'we quit. we lost money.' [2] When @trentkelp accused him of pumping and dumping to 'idiot followers,' he pushed back by noting he's on the board and has to file any transactions — 'genius' [2]. He acknowledged the tax-loss comparison to Cathie Wood with a resigned 'Yup sigh' [2]. Asked by @pennycheck how he fared, he turned it back: 'We lost our own money. You?' [3]
Directional calls & market views: He put up a fresh short call on $TWST [1]. On earnings estimates, he pushed back on the bullish chart narrative — 'eps estimates are almost always too optimistic (for the last few decades, basically since inception) so its amazing the last few years are going the way they are' [4]. Reacting to someone frustrated by a market maker picking off their orders every five minutes, he said he wishes these instruments 'came with a chat room' [5].
other
Seven posts with no substantive argument: three crypto token strings [6], [7], [8], two one-word 'congrats!' replies to AI-company funding announcements [9], [10], a '?' [11], and a 'Yes' [12]. All folded into low_signal.
Personal & Lifestyle
He broadcast his trading P&L twice on Sept 17 — '+19% since 7/1' — posting the same figure with two different livestream links [13], [14]. In a lighter exchange he asked congressional candidate @claireforny whether her campaign post 'is a prank' [15]. The week closed with a RIP post for Chad Gilbert, guitarist of New Found Glory and Shai Hulud — 'gone way too soon' [16].
Politics & Law
His most-discussed authored post — 54k views, 327 likes, 11 replies — was a single-line endorsement of @banteg's elaborate satire of effective altruism's logical progression from mosquito nets to cosmic-endowment calculus: 'best post in the history of poasts' [17]. The satire traces EA from straightforward charity to multiplying hypothetical 10^50 future lives by self-assigned probabilities, ending with the punchline that the perfect constituency is 'infinitely important, completely silent, and always represented by me.'
Also this week
Biopharma & Drug Development (~12%): Quoting @anselmlevskaya's detailed takedown of AI bio-dooming — which argued that viral design requires extensive experimental selection and that molecular physics complexity crushes classical computers — he added his own upside case: 'if you need some more white pilling on this, just ask chatgpt what scale up of engineering for gene therapy looks like' [18]. In a separate reply he dismissed gene-synthesis national-security concerns: 'gene synthesis is a commodity with lots of american players' [19]. Responding to @daphnezohar's analysis mapping peak-year durations for top-selling drugs (tirzepatide on track to potentially surpass Humira's lifetime sales), his one-line correction was that the figures need inflation adjusting before comparisons hold [20].
AI & Compute (~4%): He mocked IonQ's press release touting 14.6% workload acceleration with quantum technology: 'we are controlling ions, entangling them and harness the power and enigma of quantum information for FIFTEEN PERCENT??? 😂😂😂 who on planet earth approved this press release?' [21]
Top conversations
11 replies · 54.4k viewsHe quoted @banteg's multi-paragraph satire of effective altruism — which walks through EA's arc from buying mosquito nets to claiming expected-value dominion over a hypothetical 10^50 future lives — and called it 'best post in the history of poasts,' drawing 11 replies and 54k views. [17]
Retweets
900.5k viewsretweeted @DoWCTO's post reading 'Effective altruists in shambles 🇺🇸,' which quoted a Rapid Response 47 image. [22]
504.7k viewsretweeted @DoWCTO's declaration that 'Americanism, not effective altruism' and that the US 'will continue to be AI DOMINANT! 🇺🇸'. [23]
228.3k viewsretweeted @SGRodriques announcing that Edison Scientific and FutureHouse have assembled a set of 'Millennium Problems for Biology' — hard-to-solve but easy-to-validate problems that would mark major advances in biotechnology and serve as a benchmark for AI in biology. [24]
125.9k viewsretweeted @anselmlevskaya's detailed takedown of AI bio-dooming claims, arguing that viable viral design requires extensive experimental selection, that molecular physics computational complexity crushes classical computers, and that mass ensemble screens aren't evidence of AGI bio-design ability. [25]
107.5k viewsretweeted @DoWCTO's statement that 'The United States will NEVER be an effective altruist country 🇺🇸.' [26]
Calls
- ▼ SHORT$TWSTi think $TWST is a short [1]
