Ram Ahluwalia CFA, Lumida (@ramahluwalia) 's Twitter Profile
Ram Ahluwalia CFA, Lumida

@ramahluwalia

CEO of @lumidawealth. ex-Wall St. Non-Consensus Investing. Disproving the EMH one day at a time.

ID: 16861509

linkhttps://linktr.ee/ram_ahluwalia calendar_today20-10-2008 03:48:32

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Ram Ahluwalia CFA, Lumida (@ramahluwalia) 's Twitter Profile Photo

Mets is not poaching from xAI. OpenAI is bleeding talent. Elon Musk ‘s ability to attract talent is unmatched. And the key for any startup? It’s not your ‘bold visionary idea’. It’s recruiting. At least until broad based agentic AGI rolls out.

Ram Ahluwalia CFA, Lumida (@ramahluwalia) 's Twitter Profile Photo

BIG BANK EARNINGS The big banks, especially names like $WFC and $BAC and $C, provide give a great read thru to the economy. Provision for credit losses is down. Once again, there's no recession. Not even a hint of it. Main Street is fine. If there's a loser in Main Street, it

BIG BANK EARNINGS

The big banks, especially names like $WFC and $BAC and $C, provide give a great read thru to the economy.

Provision for credit losses is down. Once again, there's no recession. Not even a hint of it.

Main Street is fine.

If there's a loser in Main Street, it