Artemis @artemis

Thesis Investment Platform. Trusted by Visa, McKinsey, VanEck, Sequoia & Ribbit. about.artemis.ai New York Joined April 2022

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Artemis @artemis

20 hours ago

Zcash ETF AUM is about to cross $1 billion.

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Analyst of the Month: Mario Stefanidis (@covered_call) "Most people looking for mispricing are looking for forecasting errors, trying to find where the market has the wrong number. Those are hard to find and get competed away fast. Classification errors are different: the market has the right numbers and the wrong category, so it applies the wrong multiple to a perfectly accurate model. Those persist for years, because nothing in a screen catches them. Block (XYZ), a company that just grew gross profit 25% year over year in 2Q26 with 27% operating margins, is trading much cheaper than the Nasdaq-100 at 18x NTM P/E (versus 23x) because it gets lumped into the beleaguered payments sector rather than a consumer lending and commerce platform with a payments business attached." Full interview 👇

Artemis @artemis

2 days ago

x.com/i/article/2102…

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Artemis @artemis

2 days ago

x.com/i/article/2102…

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Artemis @artemis

2 days ago

Anthropic to TRILLIONS

Crossroads @Dr_Crossroads

2 days ago

Can Anthropic reach $10T by 2030? (Plus, HOOD Stock) x.com/i/broadcasts/1…

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Artemis @artemis

2 days ago

The Anthropic Thesis 👇

Crossroads @Dr_Crossroads

2 days ago

Can Anthropic reach $10T by 2030? (Plus, HOOD Stock) x.com/i/broadcasts/1…

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Artemis @artemis

3 days ago

Alpha with Artemis #7: Anthropic Live Thesis. Why $100B ARR end of 2026 is conservative. x.com/i/broadcasts/1…

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Steven Fiorillo @stevenfiorillo

3 days ago

Can't wait to hear this especially after Opus 5.5 was just released!

Artemis @artemis

3 days ago

In 5 hours, @jonbma joins @Dr_Crossroads to discuss Anthropic. Link below 👇

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Artemis @artemis

3 days ago

In 5 hours, @jonbma joins @Dr_Crossroads to discuss Anthropic. Link below 👇

Crossroads @Dr_Crossroads

3 days ago

At 6pm ET, I am joined by @jonbma from @artemis to discuss Anthropic's historic IPO. I'll also be picking his brain on enterprise AI implementation and what's happening right now in crypto! Link below.

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Artemis @artemis

3 days ago

The Zcash ($ZEC) ETF crosses $900 million AUM

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Artemis @artemis

4 days ago

A month ago the knock on META was that it was spending like an AI leader without an AI product to show for it. Muse changes that.

Steven Fiorillo @stevenfiorillo

5 days ago

I have spent a good 6-8 hours this weekend using @Muse and my reaction is bullish. I just updated my thesis on how Muse can provide a catalyst to $META earnings going forward in my latest article on @artemis which can be read below: artemis.ai/stevenfiorillo…

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Artemis @artemis

4 days ago

Muse is the catalyst for $META earnings going forward. Full breakdown from @stevenfiorillo 👇

Steven Fiorillo @stevenfiorillo

5 days ago

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Artemis @artemis

6 days ago

Robinhood chain revenue falling despite reaching >$50m fees. Revenues are highly cyclical.

Crossroads @Dr_Crossroads

7 days ago

$HOOD The Robinhood Chain isn't seeing quite as robust revenues, but it's less than a week away from exceeding $50m in cumulative fees. What happens then? They shift from a 50/50 revenue share model to a 70/30 split in favor of Robinhood.

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Artemis @artemis

6 days ago

@jerallaire @peterschroederr @Anthropic 💯 agree

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Artemis @artemis

7 days ago

The @Zcash ETF continues to reach new highs, approaching $1 BILLION in AUM

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Artemis @artemis

a week ago

@DrakeBreeding @arc @jerallaire @circle Soon 🔜

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Artemis @artemis

a week ago

All the homies on the timeline talking about @arc. A huge congrats to @jerallaire and the entire @circle team.

The Rollup @therollupco

a week ago

Every blockchain before @arc was the BlackBerry, and @circle's CEO @jerallaire is betting Arc is the iPhone moment. "There were 15 years of people building mobile, massive companies, Microsoft, Nokia, Samsung, the Palm Pilot, the BlackBerry. Everyone thought they had mobile."

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Crossroads @Dr_Crossroads

2 weeks ago

$HOOD There was much consternation last week over tokenization, largely because tokenization of stocks (while still small) has surged thanks to the Robinhood Chain. Beyond people just believing it should never be done, or somehow that companies are lying about 1:1 backing (and questions about how this mechanism works over the weekend), there are 3 realistic concerns for tokenized stocks. 1⃣ Dividends - This has largely been solved by effectively using the drip method as applied to the token. 2⃣ Voting rights - My largest concern. That's coming, per Vlad. 3⃣ In-kind redemption. Also coming. Is more regulatory framework needed? Probably. But companies like Robinhood are establishing precedent which benefits the whole ecosystem.