jpemberthy @jpemberthy
Bridging physical security with software • Prev: @github @uber • building Kova • Markets at Gigantes Research kovatools.com MDE | SFO | BOS Joined June 2008-
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I disagree and I'm accumulating. I guess time will tell. Saving receipts either way. "Quite the opposite. I see the bots as a growth force for Microsoft. Yes, Microsoft doesn't have the best software, but it is Microsoft. It may be easier to escape the most sophisticated form of governmental intelligence than to escape the enterprise software domain of Microsoft." x.com/jpemberthy/sta…
Listening to the $MSFT chart. open.substack.com/pub/gigantesor…
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Siendo justos. Ese triángulo podía romper al alza. Esto escribí en Noviembre de 2025 después de una lectura incorrecta. "¿Qué le queda al par? Según el chart y el desarrollo del triángulo, podríamos ver $3400 e incluso $3000. Para los toros del dólar es vital defender $3600+." open.substack.com/pub/gigantesor…
@pelositracker $KO chart was already talking. Back from early July as well. 🥤 x.com/jpemberthy/sta…
Reading $KO at all-time highs open.substack.com/pub/gigantesor…
@StockMKTNewz Who would’ve thought? It’s not like the chart was already talking. I like the stock. $KO 🥤 x.com/jpemberthy/sta…
Reading $KO at all-time highs open.substack.com/pub/gigantesor…
@NYCMayor Didn't the Soviet Union already try government-run stores with politically set prices? I wonder how that worked out. Anyone care to enlighten me? 🤔
@ChrisCamillo Thesis is still intact and I always want to own the stock, regardless of what the chart is doing in the short term. That said. As a mere mortal out there I’m doing some hedging. Wrote about it here: x.com/jpemberthy/sta…
An update on $AMZN before earnings. open.substack.com/pub/gigantesor…
An update on $AMZN before earnings. open.substack.com/pub/gigantesor…
@LawrenceLepard This is the way. Nice setup.
@ElGolGarracol Hasta octavos 7/10 Suiza 4/10 Total 5.5/10 No es suficiente. Se necesita más.
@felipecsl GPT 5.5 Extra-High still takes me places…
@RobinhoodApp I want agents to execute. I just don't want the investment plan trapped inside the broker or the agent. Brokers execute. Agents reason. The plan persists. That's the model I'm testing with @IBKR x.com/jpemberthy/sta…
Some thoughts on investing with bots and the importance of having a plan. Nothing new. open.substack.com/pub/gigantesor…
Some thoughts on investing with bots and the importance of having a plan. Nothing new. open.substack.com/pub/gigantesor…
@ChrisCamillo Yes. The thesis/signal in Amazon is too strong. I like the big long. 🤷
Pero acá no pasa nada. El uno feliz bailando champeta con aquella. Y los otros en piscina con el cantante. Se ratifica Lorenzo y “el proceso” … Técnicamente estamos ahí o muy cerca. Mentalmente nacimos ayer. ATN es lo más parecido a un outlier que tenemos, y sin embargo también es víctima de esa idiosincrasia criolla. Es lo que hay.
@stackhodler We certainly live in a simulation.
@cesaralo Si. Celebrar un 9no puesto es mediocridad. Con estos muñecos la meta era cuartos y de ahí el casinazo. Saludos.
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