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With more freedom than anyone else

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New poast

Link in bio

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Prediction is very difficult, especially about the future

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@scratchy_scrap $NVDA has a more fundamental compute moat .its both a bet on AI and robotics

Intel and rumors have it samsung are entering into the custom ASICs market so $AVGO is getting competition. They have no moat.

Also if betting on ASICs then $INTC has a better chart

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Momentum is the only persistent behavioral alpha

[Simon Sarris @simonsarris]

everything will become beautiful if you work to make it beautiful

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There’s so much beauty in this world

But i have to sit in this corner

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Opus one shot killing every DEFI protocol

Mythos to be in public domain in a few weeks.

Its so joever

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Soon Uncle Sam will have a special ops units for sniffing out frontier models from non coalition states

The new frontier wont be Nuclear

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Berkshire, arguably the most conservative allocators are deploying billions from Buffet’s fortress of cash to buy Alphabet at near ATHs

Buffet might be senile and retired but i see his hand.

He has blessed the bubble and the mania is only beginning

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@aitumik If we scale energy and more compute comes online, then we can squeeze out more tokens and soon the global maxima will be within reach

Ad astra

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Omega Rape

Please stop

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Insane bloodbath
Whola lotta red

Xd

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The invisible hand charges along regardless of man and his interpretation.

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Clocking into an industry that underperforms every asset class except on the log scale.

It’s like you just stumbled upon a stone on the street.

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@Investor_NICK_ Living the dream!

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you should never underestimate the value of compounding your knowledge, your skills and your confidence.

If you have even a little bit of talent, and your mom would say that you do, pursuing your passion is by far the best investment you could make.

go all in.

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Friday

[bayes @bayeslord]

2026 and you're still underestimating general intelligence

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Listening to Dan Loeb

We just had Stan a few months ago and now Loeb

The greats are coming out of the woods to shill and you’re a doomer

Higher for longer