Astrid Wilde 🌞

Astrid Wilde 🌞@astridwilde1

in which buying accelerating top lines where the street is materially offsides continues to be the only thing i know how to do

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Astrid Wilde 🌞@astridwilde1

we're still early, this kind of growth in non-coding tasks is not priced in buy more Nvidia and memory, don't overthink it

tweeted Sun, Aug 23 · counted from Mon, Aug 24 close

Astrid Wilde 🌞@astridwilde1

you just have to own it

tweeted Wed, Aug 19 · counted from Thu, Aug 20 close

Astrid Wilde 🌞@astridwilde1

not going to tag everyone i texted last year when i said that LLMs were going to be an unreal tailwind for Twist who didn't get it at the time but lmao do you all get it now

tweeted Wed, Aug 19 · counted from Thu, Aug 20 close

Astrid Wilde 🌞@astridwilde1

Jeremy is one of the most interesting investors on this site. Made a killing on putting his money in dozens of situations analogous to this one the past few years. Very distinct investment style but clearly a repeatable process. Super cool to watch even though we never overlap

tweeted Wed, Aug 19 · counted from Thu, Aug 20 close

Astrid Wilde 🌞@astridwilde1

crazy vol in $BW since this tweet both up and down and now back up again. if you believe the datacenter buildout story is still early, just own it and take a nap for 3 years

tweeted Tue, Aug 11 · counted from Wed, Aug 12 close

Astrid Wilde 🌞@astridwilde1

historically when sell side reports catch up to me, the trade is over maybe this time is different but it is Notable

tweeted Sat, Aug 8 · counted from Mon, Aug 10 close

Astrid Wilde 🌞@astridwilde1

willing to put up $50k at 3:1 in favor of any of the authors of this post that $SPCX will not have 10GW online nor have $500B in ARR by January 1, 2028

tweeted Sat, Aug 8 · counted from Mon, Aug 10 close