Two words I've banned from my vocabulary: Should and ought.
I tell my kids if you start with that stuff, I'm cutting you off mid-sentence.
"The world should be fairer."
"I ought to have gotten into a better school."
"Life ought to work differently."
You know what? It doesn't. Life is unfair.
Deal with the world the way it is, not the way you wish it were.
As an investor this is especially dangerous.
The moment you start making decisions based on how the world ought to behave, you're going to lose money.
We don't live in a normalized world. We live in the real one.
You can speak out. You can try to reform things. You can knock on doors for better politicians.
But first, see the world clearly. Exactly as it is.
BREAKING: Claude can now run Stock Market research like a top consulting firm (for free).
Here are 10 Claude prompts that replace $100K/year stock analysts (Save for later)
The next 5-10 years will RETIRE you.
MILLIONAIRES will be made from the AI super cycle build out.
Here’s how I and those following me will position:
2026–2027: AI Infrastructure Boom
Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity.
AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN
2028–2030: The Power Bottleneck
It becomes a grid, power, copper, uranium, and domestic supply chain story.
Grid: $ETN $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB $SQM
Copper: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Nuclear: $UUUU $SMR $OKLO
2030+: The Application Layer
Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Defense: $LMT $PLTR $KTOS $AVAV
Space: $RKLB $ASTS $LUNR $PL $BKSY
I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.
@EarlofJersey@TonyMoretta Simple - power supply, planning, pro business, ability, locations, nimby - in no particular order and negative apart from the last
Arkadaşlar kadın erkek farketmez şu seriyi kaydedin 5-10 gün 20 gün 50 gün ne zaman tam anlamı ile yapabilirseniz yapın 24 saniyede vücuttaki her kasınızı çalıştırır sizi makina yapar
Humanoid robots are going to be the largest wealth creation event of the next decade. Here is how I am playing it before everyone else figures it out.
Most people are waiting for Figure or Boston Dynamics to IPO at $30 to $50 billion. By then the easy money is gone.
My play is two stocks that are already in production with real humanoid customers today.
$AMBA — The brain. The edge AI inference chip that processes everything the robot sees in real time. On device. In milliseconds. 15 years of software depth baked in. One of the only Western pure play edge AI chips at scale. Already in production with autonomous vehicle and robotics customers globally.
$VPG — The senses. Precision force sensors and strain gauges that tell the robot what it is feeling. How hard it is gripping. How much weight it is carrying. Whether it is about to drop something. Already booking orders with four different humanoid developers. CEO confirmed low teens millions in humanoid revenue coming within a few years at $400 to $500 sensor content per robot.
A humanoid without $AMBA cannot think. A humanoid without $VPG cannot feel.
The wave is coming. I am not waiting for the IPOs.
$AMBA $VPG
🚨 Your AirPods Pro 2 are secretly way more powerful than you think.
Apple quietly turned them into FDA-approved hearing aids…
And most owners still have no idea what they can actually do.
Here are 11 insane features you’re probably not using:
I'm not for equal outcomes. I want unequal outcomes.
If you work ten times harder than somebody, you deserve the economic reward.
But I do want the kids from the neighborhood I grew up in to be fed, educated, to have healthcare, and to get to the starting block.
That's not socialism, that's a rich enough country deciding that some basic level of fairness is worth paying for.
Equal opportunity. Not equal outcomes.
There's a big difference and we've somehow lost the thread on that distinction entirely.
Thank you @wethefifth for having me on the podcast.
When I think of the total shitshow created by corrupt governments and greedy corporations to inflict misery upon millions of people for their own power and greed, I often come back to this clip of Billy Connolly to articulate how many of us feel right now. Take it away Billy…
After 3 years using Claude, I can say it’s the technology that has revolutionized my life.
Here are 18 prompts I use daily that have transformed my day to day; they could do the same for you:
(Save this 🔖)