Jean Pablo

[alexei @alexeixbt]

the entire secret to neuroplasticity is stackable volume. you have to be delusional enough to execute five hundred garbage reps in a row, knowing each single repetition is physically reshaping your brain.

[ₕₐₘₚₜₒₙ @hamptonism]

When I said Peter Theil is our generations Master of Game Theory, I wasn’t kidding.

Up 125% in the span of 2 years…

[Chess Feed @chess_feed]

When you start a chess game, you have 20 moves available (16 for pawn and 2 for one knight). After completing the first movement you have more than 40 different possibilities. And 8900 in the third and 197740 in the fourth. In the 40s there will be 10 puissance 40 possibilities. Number corresponds to the number of atoms in the universe. This is what make chess more magical.

[The Kobeissi Letter @KobeissiLetter]

The AI boom is accelerating:

US tech companies are committing to spend a combined $569 billion on data center leases over the next several years.

A lease is a long-term rental agreement, meaning these companies commit to multi-year payments for data centers, offices, or warehouses, without owning them upfront.

This represents a +$197 billion, or a +53% increase from Q2 2025.

Oracle, $ORCL, alone added +$148 billion in new lease commitments in Q3, bringing its total data center lease obligations to $248 billion.

Some of these leases can last up to 19 years, locking Oracle into massive fixed costs regardless of future AI demand.

Tech companies are making massive bets on AI.

[Evan @StockMKTNewz]

Warren Buffett has just 7.5 trading days left as the CEO of Berkshire Hathaway $BRK.B

[The Kobeissi Letter @KobeissiLetter]

Market concentration is at historic extremes globally:

The top 5 US stocks now reflect ~25% of total market capitalization, near an all-time high.

However, this is the 4th-lowest percentage among major world markets, only slightly higher than Canada, India, and Japan.

The highest concentration appears in the Czech Republic, Hungary, and New Zealand, where the top 5 companies all exceed 90% of the total market value.

In total, 11 countries have top 5 concentrations above 80%.

Interestingly, the world’s largest stock markets, the US, China, Germany, Japan, the UK, and India, now reflect some of the lowest levels of concentration globally.

Diversification is non-existent in most world markets.

[litquidity @litcapital]

How every investment banking analyst who worked on the Netflix / Warner Bros deal feels this morning (they mainly spread comps and sent calendar invites)

[Guillaume Huin @HuinGuillaume]

Quartr creates earnings call announcement posts like high-end movie or museum posters. The ones for Tesla, Robinhood, Uber, Ferrari, and McDonald's are literally frame-worthy.

Letting the craft talk in places where it is the least expected is a cheat code to capture attention.

[cephalopodshop @macrocephalopod]

Hell yeah. We’re going basis spline mode.

[aadvark @aadvark89]

wait till you find out how the Dollar works

[Brew Markets @brewmarkets]

What a chart.

[Jean Pablo @JeanPabloVite]

@QCompounding Send

[Probability and Statistics @probnstat]

Lecture Notes on Brownian Motion by Peter Morters and Yuval Peres

https://t.co/K11zabdnjU

[Xabi Alonso @XabiAlonso]

¡¡Hala Madrid!!

[InvestyWise by Groww @Investywise]

What’s your favourite Warren Buffett quote?

[Evan @StockMKTNewz]

Warren Buffett getting a standing ovation from the entire arena after announcing his plans to step back as CEO of Berkshire Hathaway

[High Yield Harry @HighyieldHarry]

Warren Buffett retiring :(

[Boring_Business @BoringBiz_]

Buffett on financial statements:

"I actually spend more time looking at balance sheets than income statements. Wall Street often focuses on income statements, but I like to study balance sheets, ideally over an 8 to 10 yr period, before I even glance at the income statement"

[*Walter Bloomberg @DeItaone]

$VIX > 50