Damien

[Damien @AtticusAlpha]

Which commercial aircraft currently in service would you consider the safest?
@MikeTay67395774

[Sir Goodman @sirgoodmn]

Harry Kane farklı ülkelerde doğsa nasıl görünürdü?

[Damien @AtticusAlpha]

@Crowded_Mkt_Rpt @undueseinove So many people have argued that with Jason. When it reality FX futures have given Jason his best signals. I think it has the best hit rate

[A. L. Crego @ALCrego_]

· Time ·

[internet archiva @internetarchiva]

The look on Johnny Depp and his lawyer's faces watching the behavior of Amber Heard's psychiatrist

[Damien @AtticusAlpha]

@maramarsj @Sam_Badawi Buy HBM. You'll thank me later

[Mario Nawfal @MarioNawfal]

🇺🇸 A shirtless man in a kilt walked into a Taco Bell in Florida.

When someone called him a “meth head,” he took that personally: “N*ga, I’m a f**ing electrician.”

Moments later, he leaves and the power goes out.

[Milk Road AI @MilkRoadAI]

This is Leopold Aschenbrenner and this clip is from before the hedge fund, before the 13F filings, he raised $225 million and turned it into over $5.5 billion.

This is the thesis in its raw form, his point is simple, look at the jump from GPT-2 to GPT-4 (Save this).

GPT 2 was 2019 and it could sort of count to five before getting confused.

GPT 4 arrived just 3–4 years later scoring in the 90th percentile on exams like the bar, LSAT, and GRE, while solving complex math and playing chess.

That’s not incremental progress but rather a leap into an entirely new category of intelligence in less time than a college degree and his conclusion, play that forward.

Just a few more jumps like that, on a fairly short time horizon, basically this decade and we're going to hit extremely, extremely powerful systems.

Now here's where it gets interesting. Leopold didn't just say this but he put real money behind every implication of it.

His thesis was, if AI scales this fast, it will need compute at a scale the world has never built before.

The bottleneck won't be the algorithms bur rather the physical infrastructure like power, data centers and networking.

So while everyone else was buying Nvidia, Leopold was buying what Nvidia depends on.

Bloom Energy, CoreWeave, Lumentum, Core Scientific, Iren, Applied Digital, even Intel calls all ripping as AI turns power, compute, and chips into the real bottlenecks.

The whole fund is just the GPT-2 to GPT-4 chart, extended forward, and then asked, what does the world need to exist for that to happen?

He answered that question, then bought it.

Milk Road PRO is doing the same, come join us for our entire thesis Link below.

[Gaurab Chakrabarti @Gaurab]

You cannot buy a new gas turbine until 2030. Order books at GE, Siemens, and Mitsubishi stretch to 2029. Turbine prices have nearly tripled since 2019. Every AI data center needs power and every gas plant needs a turbine. And every turbine has one part that bottlenecks the entire industry: The blade. It has to survive in gas 500°C above the melting point of the metal it's made from and spin at up to 20,000 RPM under 10,000 g of centrifugal force. Each blade is grown as a single crystal of nickel superalloy, pulled through a vacuum furnace at 3 mm per minute. A set of blades costs $600,000 and takes 90 weeks to grow. The same metallurgy powers modern jet engines. Only 3 companies on Earth can build one. China spent $42 billion trying to catch up. They bought a Russian fighter engine, took it apart, and copied every part. Their copy ran 30 hours between overhauls versus 400 for the original. Modern Western engines run 4,000. You can reverse engineer the shape of a turbine blade. You cannot reverse engineer 60 years of metallurgy.

[Damien @AtticusAlpha]

@DrHenryinvestor How many people are commenting about the credit card bill. He said it a bunch of times, he pays it off every month and collects the points. People you don't pay interest if you pay it off every month. The very rich put 10,000s on there credit cards and get free holidays etc

[Damien @AtticusAlpha]

@Venu_7_ Prefer $MU and $SMTC

[Damien @AtticusAlpha]

@alphacharts365 Regional banks looking good

[Damien @AtticusAlpha]

@100kDiary Not exactly buying into strength with those stocks. But good luck to that person

[Damien @AtticusAlpha]

@Qullamaggie Hey Kristian, Do you remember the stream when somebody in the chat posted a link to a file that had 100s of previous big winners in the past. I can't seem to find it. Did I just make this up or do you remember it also?

[Damien @AtticusAlpha]

@LindaRaschke Hey Linda, Great interview with Jason @Crowded_Mkt_Rpt. Just wondering who is that daytrade that's posts on X?

[Furkan Gözükara @FurkanGozukara]

Japan just unveiled a drone made entirely of cardboard. It flies at 120 km per hour, can be assembled in 5 minutes, and is designed to be used in massive swarms. The craziest part is it can be mass produced at any regular cardboard factory. The future is cheap.

[Damien @AtticusAlpha]

@nextbigtrade Yeah aerospace, gold mining stocks and utilities

[Mor Edge Insight @MorEdge_Insight]

OMG 💀🤣😂

This is bloody hilarious 🤣

[Science girl @sciencegirl]

dancer Kristián "Kriss" Mensa performing exaggerated, elastic "stance" moves at Red Bull Dance Your Style World Finals,

[RussiaNews 🇷🇺 @mog_russEN]

🚨⚡️UNUSUAL

Japanese Yasuco Tamaki worked at the same company in the same position from age 26 to 91, earning a Guinness World Record, with a daily routine from 5:30 AM to 5:30 PM for 65 years.