Singularity Research
@SingularityRes

Use AI to make better investment decisions + Deepdives on AI bottlenecks and stocks!

 Based in North America
singularityresearchfund.subs…
Joined September 2009
1,616 Photos and videos
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Citrini sold for ~$30M to Semianalysis (most likely)

Update 1: Multiple people have DM me with a number closer to $100m. My estimation was way to low. I have kept the original article unchanged but the actual acquition number is closer to $100m

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Fable 5 Is Worth the Hype: My Verdict After Two Weeks of Daily Use

Very rarely does an AI model genuinely blow my mind. It has happened three times before. The early GPT APIs in 2023, when I first realized a machine could actually write. Claude Sonnet 3.5 in 2024,
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How to Sell Your Memory Stocks like San Disk at the Top (Using AI)

Every memory investor owning San Disk SNDK 6.32%↑, Micron MU 5.66%↑, Samsung, SK Hynix etc. I talk to is asking the same question: how much longer can memory stocks keep running, and how do I get

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Why $MOD Is the next Multibagger in the AI Thermal Play (just like $VRT)

Everyone's piled into $VRT. Fair - they just printed 30% revenue growth, $15B backlog, 2.9x book-to-bill. Liquid cooling is the new CoWoS, and Vertiv owns the high end. But VRT trades at $66B market

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I Built a Prompt That Predicts Biotech Failures (2 shorts identified)

What you will learn: Which LLM to trust with drug analysis (and why it matters more than you think), how to engineer a prompt that catches what Wall Street misses, a battle-tested scoring framework

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She got hired because of how she prompted

We were looking to hire a research analyst and posted the opening. Hundreds of applications landed within a day. On paper, they were all indistinguishable. Every résumé sparkled. Every cover letter
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Inside the Mind of Serenity (@aleabitoreddit)

Topics covered: Serenity’s background, Supply Chain Chokepoint Theory, detailed theses on $AXTI, $SIVE, $AAOI and other photonics/CPO plays, Nvidia’s optical playbook, institutional rotation,

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Timeline written by Claude Cowork | March 31, 2026

🧵 TIMELINE SUMMARY — March 31, 2026 Summary compiled by Claude (Anthropic) on behalf of @SingularityRes | 200+ tweets reviewed 🤖 AI & TECH DOMINATES: OpenAI closed a $122B funding round at $852B
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