iiinova — where your digital self keeps evolving

Reposted by Elliot Turner

Gaius (from Tribunate) @gaius.bsky.social · 16/03/2026

It’s really funny that all of these guys would tell you with a straight face that they have read Meditations 1000 times

It is 100% true that great men and women of the past were not sitting around moaning about their feelings. I regret nothing.

Elliot Turner @elliotturn.bsky.social · 12/03/2026

This is an Iran thread. I want to push back at the Twitter narrative re: the Hormuz situation–that things are spiraling out of control & Iran is gaining the upper hand by strangling the US economy.

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Elliot Turner @elliotturn.bsky.social · 25/02/2026

Love how the MS PT on WDAY is $185 now but they're equal weight. Their avg buy rated stock has way less upside.

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Elliot Turner @elliotturn.bsky.social · 12/02/2026

This is the problem for every AI narrative. Nothing is falsifiable. People can just say stuff so the fear compounds. I've been vibe coding, it's amazing. I'm doing things I never dreamed I could, but many of these alleged changes aren't going to happen. Some will though!

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Elliot Turner @elliotturn.bsky.social · 06/02/2026

AMZN, META, GOOG, MSFT combined capex is ~2.2% of GDP. Railroad investment averaged 2.4% for the Gilded Age and peaked between 6-10% depending on estimates. www.bloomberg.com/opinion/arti...

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Reposted by Elliot Turner

Mike @mtannenbaum.bsky.social · 03/02/2026

I think a follow up question would be in what business interactions, workflows or decisions can people not be removed by AI? 1. Physical Retail, 2. Health Care, 3. Companies that supply hardware and services bundled with software.

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Reposted by Elliot Turner

Alex Rubalcava @alexrubalcava.bsky.social · 03/02/2026

One I like that I haven’t seen written up anywhere is $CMPR. Coming off a big surge in capex for unified software back-end across acquired brands, and physical capex to produce “elevated” custom products. Not just biz cards.

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Elliot Turner @elliotturn.bsky.social · 03/02/2026

It really feels like growth that's completely untethered to AI (whether vulnerable to or benefitting from) should be valued at a premium today. With that said, I'm curious what you all think are your favorite growth cos that fit the bill? I will share a few later in the day.

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Elliot Turner @elliotturn.bsky.social · 15/11/2025

It's an AI podcast where we don't talk about whether AI is in a bubble! I loved recording this episode with @AskeladdenTX for how thoughtful Samir is and how much I learned on deploying AI in the investment process. Must listen material here: twiii.podbean.com/e/samir-pate...

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Samir Patel on Using AI Intelligently Within the Investment Process | This Week in Intelligent Investing

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Samir Patel, the founder and portfolio manager of Askeladden Capital, a long-only small/micro-cap value investing firm based in the ...

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Elliot Turner @elliotturn.bsky.social · 08/11/2025

Yeah you read that right, @pcordway was back on the pod and didn't miss a beat! We cover a range of developments in markets over the past year and try to put the weirdness and absurdities in context. Go listen and let us know what you think! twiii.podbean.com/e/phil-ordwa...

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Phil Ordway on the Market Environment, Red Flags, Opportunities, and More | This Week in Intelligent Investing

In this episode, co-hosts Elliot Turner and John Mihaljevic are delighted to welcome back former co-host Phil Ordway for a lively discussion of the current market environment, the craziness we've seen...

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Elliot Turner @elliotturn.bsky.social · 13/03/2025

$TECH giving a real-time update on NIH-backed spend trends

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Elliot Turner @elliotturn.bsky.social · 22/01/2025

Incredible new episode w Doug O'Laughlin of @_fabknowledge_ and @SemiAnalysis_!! On how the semi industry is leading AI forward, an intriguing investment opp in the newest bottleneck for the industry & the deep recession in the non-AI semi world. twiii.podbean.com/e/special-do...

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SPECIAL: Doug O'Laughlin on the Semiconductor Industry Dynamics and Outlook | This Week in Intelligent Investing

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Doug O'Laughlin, President of SemiAnalysis and founder of Fabricated Knowledge. Doug shares his wisdom on the state of the semicondu...

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Reposted by Elliot Turner

Bread Crumbs Research @breadcrumbsre.bsky.social · 21/11/2024

Fintwit starter pack: @nosunkcosts.bsky.social‬ @keubiko.bsky.social‬ @librariancapital.bsky.social‬ @sparticuszorro.bsky.social‬ ‪@fritzell.bsky.social‬ @lewisenterprises.bsky.social‬ @ellliotb.bsky.social‬ @negativegw.bsky.social‬ @vincentfreeman.bsky.social‬ @colemanrhawkins.bsky.social‬

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Elliot Turner @elliotturn.bsky.social · 16/12/2024

Very poetic that MSTR goes into the QQQs on the day SMCI gets kicked out.

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Elliot Turner @elliotturn.bsky.social · 14/12/2024

Great to have Daniel Prather back on to talk about the Google antitrust cases. Daniel and I go back and forth on the pros and cons for Google and other key advertising solutions on the web: x.com/twiii_podcas...

x.com

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Elliot Turner @elliotturn.bsky.social · 14/12/2024

Needed some burning material to get a fire going on this cold Saturday. Look what I dug up!!!

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Elliot Turner @elliotturn.bsky.social · 13/12/2024

It's amazing how few realize the flu vaccine is just the dead virus. There's no voodoo magic. The way it works is rather boring, yet here we are amidst a maelstrom of misinformation...

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Elliot Turner @elliotturn.bsky.social · 13/12/2024

It's interesting how my feed over there is filled with "Uber is dead" messages, but I can't even find one expression of that view in search here.

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Elliot Turner @elliotturn.bsky.social · 05/12/2024

I find this to be a hilarious chart on several dimesions and the analyst subsequently attempted to rationalize it

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Elliot Turner @elliotturn.bsky.social · 02/12/2024

This definitely feels like a breath of fresh air compared to that other place. Nostalgia to the good ole days, though you know what they say about nostalgia.

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Elliot Turner @elliotturn.bsky.social · 20/11/2024

"And at the same point in time, I think valuations have reset in a way that even with a large premium, you can get to very attractive returns." Marc Casper telling everyone what to do in lifesci.

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