jpemberthy (@jpemberthy) / X

jpemberthy

10.4K posts

jpemberthy

@jpemberthy

Bridging physical security with software · Building Kova to keep portfolios aligned with investment plans · Gigantes Research · prev @github @uber

MDE | SFO | BOS

Joined June 2008

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jpemberthy
@jpemberthy
Aug 2
AMZN, MSFT, and KO pumped hard last week, making it my most profitable week so far in 2026. But the most important thing to document was a MSFT trade I didn't make. The agentic plan stopped me from breaking my own rules. That decision saved me thousands.
jpemberthy
@jpemberthy
Aug 4
Are we ready to admit ChatGPT Work is actually *working* better than Claude Cowork? That wasn't on my August 2026 bingo card. Like it or not, OpenAI has been kicking ass lately. Competition is good.
jpemberthy
@jpemberthy
Jul 31
First MSFT, now $AMZN. Some calls work. Some don't. The record is there either way. That's the proof of work.
jpemberthy
@jpemberthy
Apr 12
Article
Why I’m Accumulating Amazon
Originally published in Spanish in my newsletter, Gigantes Research. This is the English version. Bits, Atoms, and Bots Today I want to share a thesis that, in my book, has alpha potential. And being...
jpemberthy
@jpemberthy
Jul 29
Interesting. Higher, longer. “Yes, Microsoft doesn’t have the best software, but it is Microsoft. It may be easier to escape the most sophisticated form of governmental intelligence than to escape the enterprise software domain of Microsoft.” I don’t make the rules. $MSFT
Microsoft Corp
MSFT
$487.46
-1.09%
jpemberthy
@jpemberthy
Jun 29
Listening to the $MSFT chart. open.substack.com/pub/gigantesor…
jpemberthy
@jpemberthy
Jul 29
I'm convinced @OpenAI Codex on Plus is irresponsibly cheap at $20. Bots just keep chugging and getting shit done. 🙈 @claudeai Pro on the other hand ...
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