Amol Desai (@latticeworkinv) 's Twitter Profile
Amol Desai

@latticeworkinv

Wall Street brain. Main Street heart.
Investor and operator.
Cash flow over ego.
Long game always.

ID: 747821085257699328

linkhttps://innerworkings.beehiiv.com/ calendar_today28-06-2016 15:56:55

5,5K Tweet

51,51K Followers

484 Following

Amol Desai (@latticeworkinv) 's Twitter Profile Photo

As a shareholder of Snowflake, I šŸ’Æbelieve that Sridhar is the right Ceo for the business and can deliver on the aspirational goal of growing 30% for the next decade. sridhar $SNOW

As a shareholder of Snowflake, I šŸ’Æbelieve that Sridhar is the right Ceo for the business and can deliver on the aspirational goal of growing 30% for the next decade.  

<a href="/RamaswmySridhar/">sridhar</a> 
$SNOW
Amol Desai (@latticeworkinv) 's Twitter Profile Photo

The fear of a crash is growing. But is a rally more likely? Two simple reasons: 1) Financials are outperforming the market 2) Credit spreads are benign Liberation Day will be a clearing event, no doubt.

The fear of a crash is growing.  

But is a rally more likely?

Two simple reasons:

1) Financials are outperforming the market 

2) Credit spreads are benign

Liberation Day will be a clearing event, no doubt.
Amol Desai (@latticeworkinv) 's Twitter Profile Photo

A risk for a foreign company to deal directly with the US govt. to get around tariffs is a massive national boycott from its own consumers. Who will have the courage to be first?

Amol Desai (@latticeworkinv) 's Twitter Profile Photo

Treasury Secretary Scott Bessant is one of the smartest Macro minds in global finance. The interview with Tucker Carlson is timely and a must listen. Here are highlights if you cannot: Wall St. has done great. Now it’s Main St. turn! Tariffs are the beginning of this

Treasury Secretary Scott Bessant is one of the smartest Macro minds in global finance.

The interview with Tucker Carlson is timely and a must listen.

Here are highlights if you cannot:

Wall St. has done great.  Now it’s Main St. turn!

Tariffs are the beginning of this
Amol Desai (@latticeworkinv) 's Twitter Profile Photo

7.3 yuan - 1 dollar has been the lower bound for the conversion rate for the past several years. Looks like that is about the change!

7.3 yuan - 1 dollar has been the lower bound for the conversion rate for the past several years.

Looks like that is about the change!
Amol Desai (@latticeworkinv) 's Twitter Profile Photo

The chart shows how inversely correlated the markets have been to the moves in the Dollar DXY. However, in 2025, that correlation has flipped and now both are moving down like a synchronized swim team. Now, the dollar is breaking down at a critical level. 100. What's next?

The chart shows how inversely correlated the markets have been to the moves in the Dollar DXY.

However, in 2025, that correlation has flipped and now both are moving down like a synchronized swim team.

Now, the dollar is breaking down at a critical level.  100.  

What's next?
Amol Desai (@latticeworkinv) 's Twitter Profile Photo

The ultimate meritocracy: The Master's Champions Dinner. You can’t buy your way in. You can’t network your way in. No favors. No politics. No shortcuts. There’s only one way to get a seat at that table Win the green jacket! One of the rare places left where pure performance

The ultimate meritocracy:

The Master's Champions Dinner.

You can’t buy your way in.
You can’t network your way in.
No favors. No politics. No shortcuts.

There’s only one way to get a seat at that table

Win the green jacket!

One of the rare places left where pure performance
Steve Hou (Consume Less Involuntarily) (@stevehou0) 's Twitter Profile Photo

FWIW I think FSD has more or less solved autonomous driving in a practical sense. I am now able to start in my garage let the car back out of the garage, and then do a three point turn to back out of our cul-de-sac and proceed to drive itself to almost any destination in NYC or

Amol Desai (@latticeworkinv) 's Twitter Profile Photo

What I tell myself every morning! I don’t control my future. I control my habits. My habits shape my days. My days build my future. That’s the chain. Pull the right link today!

Amol Desai (@latticeworkinv) 's Twitter Profile Photo

Where does confidence come from? We don't wait for it. Confidence isn't found. It is forged. A mistake is waiting for the perfect situation. Maybe you can relate to it. We build it by doing hard things. Being scared but following through anyway. Taking action. Keeping