CH 🙌 Smith

Dyslexic Thinker🤔| Adventurist⛰️| Tech Investor|Venture Giving Advocate & Co-Founder @XVGFund. 🙌 Changing the 🌎 through giving & seeking God's calling 🙏✨

[CH 🙌 Smith @MTNTrailDonkey]

Charlie's 5 Layer AI Birthday Cake. 💚 My daughter and son-in-law know me well — NVIDIA green and all. @JensenHuang, this one's for the builders. Shareholder for a decade. Long speed, short friction. Forget the noise. 🙌 @DavidSacks @DivesTech @elonmusk @GavinSBaker

[CH 🙌 Smith @MTNTrailDonkey]

This podcast is blowing my mind. 🤯🎧 Calley Means on Rogan about the food 🍔 and health 💊 system isn't broken, it's working exactly as designed.

* The profit first !!!!!
* The people second.

Why are so many people so self-centered? 🙄 Can we just do the right thing for the people? ❤️ Must listen. 👂
@joerogan @calleymeans @CaseyMeansMD #JoeRogan #JoeRoganPodcast #GoodEnergy #MAHA #MetabolicHealth #FoodIsMedicine #BigPharma

Joe Rogan Experience #2578 - Calley Means https://t.co/0wvELL8SNz via @YouTube

[CH 🙌 Smith @MTNTrailDonkey]

@SpaceX Welcome to the great state of Arizona!!! @elonmusk let’s plan to 10x that sight. Lots of desert 🌵 and power here 🔥

[CH 🙌 Smith @MTNTrailDonkey]

@DrumDog0420 @JensenHuang @DavidSacks @DivesTech @elonmusk @GavinSBaker Tell me about it 😱😱😱😱

[CH 🙌 Smith @MTNTrailDonkey]

Charlie's 5 Layer AI Birthday Cake. 💚 My daughter and son-in-law know me well — NVIDIA green and all. @JensenHuang, this one's for the builders. Shareholder for a decade. Long speed, short friction. Forget the noise. 🙌 @DavidSacks @DivesTech @elonmusk @GavinSBaker

[CH 🙌 Smith @MTNTrailDonkey]

Blue wave 🌊. Data-center backlash 🏭. Iran 💥. Hedge funds deleveraging 📉. Inflation 🔥. The godfather of AI getting taken down 👑. Rate hikes 📈. Credit markets flashing red on AI debt 🚨.
Every piece of bad news has already happened. And the outcome? October wiped $2 trillion off the Nasdaq 100 💸, and the VIX spiked 70% in a day.
Wall of worry is at 10. What else is left?

My take is when the wall is this tall and the market is still near its highs, the worry is already in the price. That's usually when the tape climbs.
Long speed, short friction.

Time to go on a 12 mile trail run 🏃🏻 to reset. 🙌 @APompliano @jvisserlabs @DivesTech #WallOfWorry #Investing #AI

[CH 🙌 Smith @MTNTrailDonkey]

Picture the office in five years: no keyboards. Everyone walking around with earbuds in, talking to their agents. The work didn't go away but the typing did.

All that talking needs massive compute. I think 2027 is the year of the AI agent with the companies building for voice and compute win the next decade.
What would you do with the hours you get back when you stop typing?
Long Speed. Short Friction. 🎧 #Muse #dots #AgenticAI #AI @Meta @APompliano @jvisserlabs @DivesTech

[CH 🙌 Smith @MTNTrailDonkey]

@RobinhoodApp is the one stop shop financial app 🙌. New feature! Nice @vladtenev $HOOD

[CH 🙌 Smith @MTNTrailDonkey]

@Jason Tell me about it 😱. Took @Waymo for the first time Sunday and a 25 minute drive took 50 minutes 🏃🏻Didn’t know it wasn’t able do drive on the highway.

My wife wasn’t happy 🤬

[CH 🙌 Smith @MTNTrailDonkey]

🚀 $SECZ A potential moonshot in the tokenization revolution.

Securitize is building regulated infrastructure for tokenized real-world assets, with institutional relationships including BlackRock, Apollo and KKR.

The bull case: massive TAM, institutional adoption and significant operating leverage as tokenization scales.

The risk: ~21x trailing sales, modest current revenue growth and profitability still developing. Great earnings call.
I like the @RiverOneHQ acquisition plus $50m approved buybacks.

My view: A high-risk, high-upside speculative play in the picks-and-shovels of tokenized finance. If revenue growth accelerates, today’s valuation could prove compelling.

It’s sitting in a satellite position in my portfolio. One to watch closely.

#Tokenization #RWA #DigitalAssets @Securitize

[CH 🙌 Smith @MTNTrailDonkey]

The keyboard didn't die because we stopped working. It died because the agent does the typing now. I talk, Moose types, files, drafts, books.
Switching to wired earbuds for my phone so I don’t annoy people when having a discussion with @ChatGPT Donkey.

Every word I speak spins up serious compute because agents burn 5–50x the tokens of a chatbot, and Nvidia says token usage is doubling every month. That's why @Nvidia built Switchyard route each task to the model that fits, instead of running everything on the most expensive one. Talking is faster than typing, and the agent never gets tired.
Long Speed. Short Friction. 🎧 #AgenticAI #AI @Meta @ChatGPT @APompliano @jvisserlabs @DivesTech

[CH 🙌 Smith @MTNTrailDonkey]

@WesleyLHuff 🙏

[CH 🙌 Smith @MTNTrailDonkey]

@DivesTech @grok what percentage chance Jensen is removed from @nvidia ?

[CH 🙌 Smith @MTNTrailDonkey]

@andyyy $SECZ is 🔥🔥🔥🔥

[CH 🙌 Smith @MTNTrailDonkey]

@unusual_whales @grok can u verify the data source? I don’t see one besides breaking

[CH 🙌 Smith @MTNTrailDonkey]

@Securitize @RiverOneHQ Long Speed. Short Friction. This sounds like a lot of speed going after markets with a lot of friction.

I ❤️ It!🔥💪🙌

[CH 🙌 Smith @MTNTrailDonkey]

@WesleyLHuff 🙏

[CH 🙌 Smith @MTNTrailDonkey]

I'm starting to get a rhythm with AI. Earlier this year it was two different models doing generative AI reports, etc.

Now it's agentic: Muse “Moose” 🫎 is my personal assistant, Dots “Donkey” 🫏 is the brain/subject matter expert. Different roles and they know each other's roles. That's the whole trick.

Long speed, short friction. 🙌 @meta @OpenAI #AI #AgenticAI #Muse #Dots

[CH 🙌 Smith @MTNTrailDonkey]

Shoutout to @NetJets 🙌 Flawless experience out of Van Nuys, CA — great FBO, people were so nice and a swag bag killer. This is how you do private aviation. ✈️ #NetJets #VanNuys #PrivateAviation

[CH 🙌 Smith @MTNTrailDonkey]

Biggest thing I realized in San Francisco is that the keyboard is going to die.
*Generative AI was typing.
*Agentic AI is talking. Word on the street is that employees just walk around the office talking to their agents via mobile phone at AI labs. I'm literally walking around talking to Moose “Muse” & Donkey “Dots” my 2 AI agent, right now. And every agent needs massive compute behind it. Agentic traffic grew 14x this year alone. That's why 2027 is the year of the AI agent.

Remember flip phones? ☎️ Then the smartphone📱came and 5 years later everyone's sitting around plucking away on their cell phone. Same thing is about to happen with voice. No more keyboards ⌨️
Long speed, short friction. 🎧 #AgenticAI #AI #VoiceOfCustomer @APompliano @jvisserlabs @DivesTech