Steve Hou (@stevehou) / X

Steve Hou

89.1K posts

Steve Hou

@stevehou

Head of Research @Silicon_Data. @UMICH/@ETH_en/@UVA alum. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya)

New York, USA

Joined November 2016

Pinned
Steve Hou
@stevehou
May 21
🚨 After six incredible years at Bloomberg building index products and portfolio solutions, I’m happy to announce I’m stepping into a new role as Head of Research @Silicon_Data. I’m honored to join my former colleague @carmenli—one of the sharpest and hardest-working humans I
208K
Steve Hou
@stevehou
Jun 28, 2025
He literally *caused* the bottom. 😂
Geiger Capital
@Geiger_Capital
Jun 27, 2025
He literally called the bottom.
398K
Steve Hou
@stevehou
Sep 5, 2025
What if, now hear me out, what if the tariffs are destroying the economy?
739K
Steve Hou
@stevehou
Apr 2, 2025
Friedman not mincing words here
531K
Steve Hou
@stevehou
Mar 10, 2025
🤔
530K
Steve Hou
@stevehou
Jun 8, 2025
To be perfectly honest, when I taught undergrads for 4 years at umich, one of the finest universities in the country, I used to often think: these kids “don't actually reason at all. They just memorize patterns really well.”
Ruben Hassid
@rubenhassid
Jun 7, 2025
BREAKING: Apple just proved AI "reasoning" models like Claude, DeepSeek-R1, and o3-mini don't actually reason at all. They just memorize patterns really well. Here's what Apple discovered: (hint: we're not as close to AGI as the hype suggests)
645K
Steve Hou
@stevehou
Nov 2, 2024
Replying to @nikillinit
The “middleman” is also called collective bargaining power and “economy of scale” of distribution. Farmers’ market is a form of experiential consumption and the ticket is the price premium.
423K
Steve Hou
@stevehou
Jul 30, 2025
Insane that MSFT and META together went up after-hours more than the entire market cap of Europe.
Trung Phan
@TrungTPhan
Jul 30, 2025
Microsoft +7% after-hours (up $265B) and Meta +10% after-hours (up $175B). Total $440B market cap gains and incredible levels of we are so back-ness.
Readers added context they thought people might want to knowReaders added context
Euro STOXX 200 market cap is $1.26 trillion. marketcap.company/stock-indices/…
Context is written by people who use X, and appears when rated helpful by others. Find out more.
1.2M
Steve Hou
@stevehou
Aug 30, 2025
You mean this kid wasn’t the best person to help meta build the best AI models and catch up from behind?
928K
Steve Hou
@stevehou
Jun 13, 2022
So like are Treasury bond yields supposed to do this?
Steve Hou
@stevehou
Apr 18, 2021
Can’t believe that’s a real shot of Tokyo
Steve Hou
@stevehou
Apr 9, 2025
What’s Chamath’s arena of expertise exactly?
645K
Steve Hou
@stevehou
Nov 9, 2024
Either she’s lying or she got price gouged. An apple is not $7. I can get half a dozen of them for $7 at Costco. x.com/TicTocTick/sta…
6M
Steve Hou
@stevehou
Oct 27, 2025
It’s kinda insane to say this. But one of the most important edges the US has over China is that the US has Elon Musk. China doesn’t have anyone even remotely like Elon. I think even the biggest China bulls will agree.
654K