YoungMediterranean🇭🇹

the Giant looks in the mirror and sees nothing ….the goal to 1 million $ARM $VKTX $NBIS $rklb $ASTS $ONDS $iren $IONQ $btc $eth $xrp

[YoungMediterranean🇭🇹 @HANSuPInTheAIR]

@DeepValueBagger lol I know exactly whose portfolio that is -yea it’s been trash for a couple years

[Justin Banks @RealJGBanks]

THE AI CYCLE THAT WILL RETIRE YOU IN THE NEXT 5-10 YEARS

Sharing this once. Do NOT lose it. Keep this.

The government and the largest companies in the world are showing you where capital is going.

Follow the BUILDOUT:

PHASE 1 2026–2027: BUILD THE AI STACK

AI Chips: $NVDA $AMD $AVGO $INTC

Memory / HBM: $MU $SNDK

Networking: $MRVL $QCOM

Photonics / Optics: $AAOI $LITE

Data Centers: $IREN $APLD

Cooling / Infrastructure: $SMCI $DELL

Storage: $HPE

GPU Cloud: $CRWV $NBIS $MSFT $AMZN

Electrical Equipment: $NVT

Cybersecurity: $CRWD

PHASE 2 2028–2030: POWER THE MACHINE

Grid Infrastructure: $PWR

Power Producers: $CEG

Natural Gas / Turbines: $VST

On-Site Power: $BE

Nuclear: $OKLO $CEG

Fusion: Emerging / mostly private

Copper: $FCX $SCCO

Critical Metals: $ALB $MP

Rare Earths: $MP $USAR

Electrification: $TE

PHASE 3 2030+: AUTOMATE THE WORLD

AI Applications: $PLTR $NOW $SNOW

Robotics: $TSLA $SERV

Autonomy: $ACHR

Drones: $AVAV $ONDS $KTOS

Defense Tech: $KTOS $AVAV

Space Economy: $RKLB $ASTS

Quantum: $IONQ $QBTS

WHAT DOES AI FORCE THE WORLD TO BUILD NEXT?

That’s what you ask yourself.

Save this.

[Barchart @Barchart]

BREAKING 🚨: Housing Market

Number of Home Buyers falls to lowest level ever recorded 🤯 👀

[The Wall Street Journal @WSJ]

Tempus AI could capture a lucrative slice of Moderna and Merck’s personalized cancer therapy business, with Personalis at the center of the bet. https://t.co/pIvwxHarRl

[Sawyer Merritt @SawyerMerritt]

Tesla has introduced a new form that you can fill out if you are interested in purchasing a fleet of Cybercabs:

Form: https://t.co/Ut0yoiEyXD

[MERICA MEMED @Mericamemed]

Probably the best explanation I have heard about this trial if she is found not guilty.

[chl$ @chelsssseeeea]

I think one reason life feels less exciting now is that we’ve removed anticipation from almost everything. You don’t wait a week for the next episode you just binge the whole season. You don’t wonder what someone is doing you can see it instantly on instagram. You don’t wait for photos to be developed, a package to arrive, a song to come on the radio, or a restaurant to open nearby. Everything is available almost Immediately. And that sounds objectively better. But anticipation was part of what brought joy and novelty.

Waiting gave things more weight and scarcity made things feel special. Looking forward to something stretched the enjoyment far beyond the actual thing itself. Now we consume experiences almost as quickly as we discover them, and then immediately look for the next one. We became so good at eliminating anticipation that we eliminated most of the excitement with it. That’s why so much of life feels flat. We have more access to anything than ever, but way fewer things, if anything, we genuinely have to look forward to.

[chl$ @chelsssseeeea]

Maybe one of the biggest mistakes modern culture made was treating responsibility as the enemy of freedom.

Marriage restricts you. Children restrict you. Owning a home restricts you. Caring for family restricts you. A career restricts you. Community obligations restrict you.

Of course they do. Anything meaningful places demands on you.

But if you remove every obligation in pursuit of maximum freedom, eventually you’re left with a life where nobody needs you, nothing depends on you and there’s very little bigger than yourself.

We talk constantly about wanting meaning while systematically avoiding the exact commitments that tend to create it. And I guarantee you there’s going to be a lot of sad and lonely people in our aging generation because of this nearsighted pursuit.

[YoungMediterranean🇭🇹 @HANSuPInTheAIR]

@ogazziglazer Paige Beuckers and Jimmy Butler going crazy

[More Perfect Union @MorePerfectUS]

NEW: America’s biggest berry empire doesn’t actually grow berries.

Driscoll’s is the middleman that controls the genetics, reaps the profits, and then shifts blame.

A whistleblower alleges the Canadian government repeatedly flagged their berries for exceeding pesticide limits.

[YoungMediterranean🇭🇹 @HANSuPInTheAIR]

@EndicottInvests $amd is done …Nvdia still has CUDA

[SandemanStocks @Sandeman52]

Most successful people had a period in their life where they grinded like this non stop…

I’m not saying do this all the time.

But consider it a launch pad every time you get into this mode.

When you stack every moment and every movement things start to move exponentially.

[YoungMediterranean🇭🇹 @HANSuPInTheAIR]

@Handsomeiamhim @WORLDSTAR Why don’t I believe that’s true, new ID in N Dakota lol

[Chris Perruna @cperruna]

@AdamoMancino Bitcoin will always be the OG.

[Heisenberg @Mr_Derivatives]

$HOOD Robinhood’s Platinum Credit Card for $695/yr fee you get the following below.

You do lose 3% cashback on everything from the Gold Card though.

Worth it?

[Oliver | MMMT Wealth (CPA) @MMMTwealth]

$TEM is still wildly undervalued.

Here's how I think the business should be valued over the next 12 months:

DATA & APPLICATIONS
-> Annualized revenue based on Q2 is currently ~$410M. Growth at a similar rate into FY27 would put us at $525M.
-> This business has 73% gross margins so at 28% YoY growth and those margins it's putting up figures like a solid SaaS company.
-> $525M * 10x sales = $5.3B
-> $525M * 12x sales = $6.3B

DIAGNOSTICS
-> Generated $293.3M in Q2 alone which is $1.2B annualized. Growth at a similar rate gets us to $1.5B in FY27.
-> And plus, $TEM recently received FDA approval on xT CDx test which brings tumor DNA portfolio under reimbursement pricing.
-> This adds another $200 in selling prices that management forecast to be ~$85M in incremental revenue.
-> That puts our FY27 revenue base closer to the $1.5B range.
-> $GH (closest peer) is trading at 13x sales today on ~35% CAGR for the next 2 years. $TEM is likely growing at ~24% CAGR.
-> If we take a 10x multiple on this we have a potential $15B business here alone.

$6B + $15B -> $21B (vs $10B today).

Longer term my forecasts are even higher.

[Bodega Baddie @SunnyBanks_]

Not they was giving out weed at the wedding. They my type of people IKTR Jordyn and Karl 😍

[justasistertryingtotweet @Igottafigh64510]

Aw hell to the no😬😬😬😬😬😬😬😬😬

[Jawwwn @jawwwn_]

Palantir CEO Alex Karp on why retail investors beat the analysts:

“The average American was a lot smarter. Listened. Not bigoted. Not held down by a set of training beliefs.

“I run into people all over America, the world, people who have normal means who are now rich because of Palantir. You know who’s not rich because of Palantir? The people who read the analysts notes, and the people who wrote them.

“They’re still kinda angry because while they’re cruising in their broken down car, the person cruising next to them in their beautiful Tesla is providing actual value.

“I love that. Nothing makes me happier than looking in my minds eye than looking at the bank executive who’s living on the drip drip of some high interest loan watching some person who’s free, who didn’t go to an elite school but knew enough—probably because they didn’t go to an elite school—to buy Palantir.”

Via @YahooFinance @joshuahlipton