Lead l @SuperteamUSA
Charleston, SC
Joined December 2011
- Tweets51.9K
- Following4.9K
- Followers12.1K
- Likes226K
NickyScanz retweeted
I build in AI every day. And sometimes I look at how the Street prices AI equity and wonder what the hell they're looking at.
AppLovin ($APP) and Micron ($MU) have sold so off hard the last few weeks. The valuations got absurd IMO. Made absolutely no sense.
So I bought.
$APP $242-259. $MU around $680. Then doubled down on $MU today, thank you Jensen-spy-gate.
I've followed both companies for awhile, know their financials, already owned some $APP. Two of the world's most incredible companies. Comically undervalued. $APP may have the best financials of any company at its size in history... $MU could've bought itself back in 3-4 years under $700. Pristine balance sheets. A delicious MOS. Can you even buy a cleaning company for 4x EBITDA? What are we doing here.
When the market hands you a gift that's squarely within your circle of competence, you take it. Know what you own and back the truck up. Stop big braining everything.
I still expect both to ~double over the next 12-24 months from here. TBD but even if they don't these are some of the easiest buys I've made. Reminds me of crypto in 2017. Take the asymmetric risk/reward when it hits you in the face.
NickyScanz retweeted
I've been working to find more ways to integrate AI into my workflow beyond short videos/memes etc.
This video for @comicbookhq is the longest and most ambitious one I've done so far.
Fully generated in @ChatGPT from my script, with some narration generated in @ElevenLabs
NickyScanz retweeted
.@RaposaCoffeeCo at UBC sponsored by @bankrbot
bankr is headed down south for @UBC_Conference 🤠
Austin, Nov 20–21. coming? stop by our booth to:
> fuel up with Bankr Brew from @RaposaCoffee
> snag a Builders Club tee
> show the team what you’re building
RSVP at the link in the replies ⤵️
NickyScanz retweeted
A new unlock for Ondo Stocks is coming.
Spout Finance will support Ondo Stocks as collateral on Solana, enabling:
→ USDC loans, no interest charged by Spout
→ Loans up to 50% of collateral value
→ Token-to-share conversion via Alpaca’s Instant Tokenization Network
What once required access to prime brokers and private banks is now possible onchain.
Tokenization isn't just changing how assets are held. It's unlocking a new generation of financial applications across the onchain economy.
NickyScanz retweeted
Excited to announce that @Ondo has invested in Spout.
Ondo Stocks will be live as collateral on Spout from day one. Borrow USDC against them on @Solana with no interest charged by Spout. Covered call premium on the underlying shares pays lenders instead.
Borrowing against stocks has always meant paying a rate. Here, it doesn't.
A new unlock for Ondo Stocks is coming.
Spout Finance will support Ondo Stocks as collateral on Solana, enabling:
→ USDC loans, no interest charged by Spout
→ Loans up to 50% of collateral value
→ Token-to-share conversion via Alpaca’s Instant Tokenization Network
What once required access to prime brokers and private banks is now possible onchain.
Tokenization isn't just changing how assets are held. It's unlocking a new generation of financial applications across the onchain economy.
NickyScanz retweeted
demo day is tomorrow 🇬🇧
if you’re pitching at hacker house, a few tips:
→ open with the problem and earn the room in the first 15 seconds
→ show, don’t tell (a demo often beats slides)
→ finish a little early and give a soundbite summary
→ breathe, slow down, you’ve got this
→ post before you demo, and share your insights after to make the most of the content
→ then clip, clip, clip after breakpoint!
can’t wait to see what you’ve all built 💜
watch the livestream on @SolanaEvents
NickyScanz retweeted
PSA: I love each and every one of you but please don’t decide now to announce at Breakpoint
NickyScanz retweeted
The Koturo (@koturoxyz) ICO is now open!
Follow this link to participate: backable.biz/raises/ByzbmQ9T…
NickyScanz retweeted
Fire whoever told you to launch your company during a major conference week.
You’re competing with a thousand announcements while your entire target audience is busy networking IRL.
Attention is BEYOND fragmented and nobody has time to care about your launch.
Your marketing team should know better.
NickyScanz retweeted
Forgot to tell you guys!
Was going to launch this week but a big company got involved and wants to back me.
We're rebuilding what I have in store for you and it *should* be ready next week but now we going even bigger.
NickyScanz retweeted
Just helped fix someone's video
Guess which ai I used?
A notepad, my favorite pen and rewatching it 100 times
I did ask ai about it and as expected, slop response
Ai for creatives is great for bringing your vision to life, why most people are mid is because they want ai to have the vision itself.
NickyScanz retweeted
Great founders bring great founders.
Back in September, Valiron, one of our Superteam USA teams, introduced us to Pavan and what he was building with Mori Finance.
We immediately saw the potential and moved quickly to bring him into the ecosystem ahead of his MetaDAO raise.
We’re incredibly bullish on @Pavankat and @morifinance_ , and we’re putting the full weight of our network behind helping them succeed.
This is what Superteam USA is all about. Exceptional founders supporting exceptional founders, and building the next generation of successful companies on Solana.
Mori Finance’s raise is live. It will run for 4 days.
Participate here: metadao.fi/companies/mori-fi…
NickyScanz retweeted
Somewhere tonight, someone is building the next thing.
Be there early.
Back frontier startups before they’re obvious with @craftsdev
Sign up for access & Apply if you are building the next thing ↓