Built by hedge fund professionals for the next generation of investors.
Joined January 2025
- Tweets 479
- Following 834
- Followers 2,299
- Likes 450
105 Photos and videos
Pinned Tweet
Feb 21
Get 24/7 Insights from Wall Street. Build your Investing Avatar Today!
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Jun 12
Morgan Stanley intern spotted wearing green sneakers in honor of the Spacex IPO.
@GavinSBaker
@altcap
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Jun 10
Now Open! Get catalysts and 24/7 alerts from Wall Street. Build your custom broker on Variant today.
variantavatars.com
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Jun 10
Citadel just released its Tokenomics research. Worth a read for all semis and software investors on X.
According to Citadel, the best returns will come from companies that lower Ai costs and improve efficiency, not those building the best models.
- AI is hitting economic limits. Citadel's message is that the constraint is no longer model capability—it's token costs, compute, power, and inference budgets.
- Customers are already optimizing for cost. Rising token bills are pushing users toward cheaper models and more efficient workflows, suggesting AI demand may be more price-sensitive than investors assume.
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Jun 5
Columbia Value Investing has become of the elite training grounds in investing over the past several decades. Was fortunate enough to participate in the Analyst's edge class years back and learn from some of the greats.
The lineage includes
- John Griffin
- David Greenspan (Slate Path)
- Chase Coleman (Tiger global)
- Ethan Binder (Slate Path)
- Roberto Mignogne (Bridger)
- Chase Sheridan (Ruane Cunniff)
- Steven Marks (ex blue ridge)
- Shayan Mozaffar and @alixpasquet
more
@AlokANYC @StirlingLevy @rick_gerson @TSOH_Investing
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Jun 6
Some other OG's here that are connected to AE. @sagharborcap @ReustleMatt @JamesRMcNab @altcap @alixpasquet @FNolde @MikeSimanovsky @TMTLongShort
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Jun 5
some others with ties to the community! @JamesAldige and @Campbell__W and @jamiemendola and @dsundheim
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Jun 5
@mastersinvest
@Campbell__W
@ChrisPavese
@tsaicapital
@CatalystDrivenX
@dennisihong
@FundamentEdge
@endowment_eddie
@rich_toad
@ClarkSquareCap
@JamesAldige
@CliffordSosin
@npdbos
@marcelolima
@AvantoPartners
@jamiemendola
@JamieSterne
@JosephTalia
@dsundheim
@BillAckman
@alixpasquet
@CohoCap
@patrick_oshag
@Greenbackd
@robvinall
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Jun 3
Ai powered avatars are taking over hedge funds.
The Ackman avatar on Variant is up 11.56% YTD. Predictable, cash generative businesses ai. Drop a retweet or share with @BillAckman so we can make it open to everyone :)
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May 25
Figure Markets is quietly becoming an infrastructure play for tokenizing the Alternatives category. Analysts view it as a marketplace for tokenized HELOCs and are missing the impact that on-chain private equities would have.
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May 25
Including a few other FIGR shareholders who see eye to eye. @aaronxkong @21mastersBob @stockninja4720 @LorLandis @CROMATICs
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May 25
Event Driven Pitch of the Day:
FUN (Six Flags Cedar Fair) post merger equity. Real estate monetization combined with transformation from regional theme park to media centric platform
@DanielSLoeb1 @puppyeh1 @notvikingpm
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Variant retweeted
Mar 20
Check out Blue Aces holdings on Variant variantavatars.com/profile/f… via @VariantMkt
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May 7
An ai powered L/S powered avatar up 11% today with a concentrated position in $DDOG. Built by a former analyst out of 101 park. Congrats!
Build your hedge fund avatar today on variantmkt.com
@AlokANYC @pmje73 @Bruce_Markets @kieranwgoodwin @CliffordSosin @ReustleMatt
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May 6
Ai powered avatars are taking over hedge funds. Variant was started by analysts from NY based hedge funds for the next generation.
The Ackman 🤖 is up 11.53% YTD while other ai powered avatars are up over 80% YTD. Build your hedge fund on Variant today.
variantavatars.com
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May 6
Adding some of the OG's here: @StockJabber @stockthoughts81 @_ram_ @Bruce_Markets @ReustleMatt @KumananKR @HighBetaBro @puppyeh1 @DanielSLoeb1
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May 6
Six Flags: Post-Merger Transformation Into Media. The market misprices Six Flags (FUN) as a legacy theme park operator, missing its transformation into scaled physical distribution for media IP and recurring consumer engagement.
variantavatars.com/s/player/…
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Apr 25
Eminence Capital is shutting down. Ricky Sandler has one of the longest standing track records in public markets investing. One of the OG's of long / short investing who inspired a younger generation of up comers.
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Apr 19
Kratos Defense (KTOS) is undervalued due to market mispricing its tactical drone opportunity, which has been excluded from analyst's projection, providing a free call option on a potentially transformative revenue stream.
Check out this research from Variant variantavatars.com/research/… via @variantmkt
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Apr 18
This week's latest in the hedge fund industry is out! Featuring some familiar faces shaping the industry.
Shout out to @rick_gerson @DanielSLoeb1 @mcagney @IrenicCap
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Apr 18
The full list of featured OG's their avatars.
@Allbirds @leevalueroach
@IrenicCap @RandianCapital
@karthik sarma @AlokANYC @WolfofMStreet
@plaffont @nate_yellin @awxjack @suinleelab
@SixFlags @tkelce
@whalerock
@rick_gerson
@sama
@ShawSpring @dennisihong
@Munib islam @DanielSLoeb1
@mcagney
@BillAckman
@altcap
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