When the time comes, I will need you the internet to go please watch the new Brad Pitt movie. Once you have confirmed the dog lives at the end, will watch. Thanks in advance 🙏
I just found out that my SpaceX chart is being shared all over the internet.
Honestly, I can't believe how viral it's gotten.
This one was shared on TikTok by an account with 900,000 followers.
Today I'm publishing a new essay, Policy on the AI Exponential. AI is progressing extremely fast—much faster than the policy process was built to handle. The essay lays out where I think the technology is now, and the action needed to close the gap: https://t.co/Lh6PWae178
Most people think the AI buildout is just a couple of stocks – Memory, CPU, GPU, NeoClouds, Photonics..
$SNDK, $MU, $ARM $INTC, $AMD, $NBIS, $LITE, $AAOI, $TSEM, $SIVE
The reality is there’s so much more to it.. I built a complete map of the AI buildout – at least the one I’ve been trading around for the last year.. I put that map on my Substack… 12 layers deep.
Since I’ve seen it circulating on here, I’ll just post it myself.
The hard part isn’t knowing the full stack – it’s making sense of it.
Why is photonics down today but memory isn’t? Why is CPO so relevant in the AI buildout?
Bullish AF on AI infrastructure.
Go check out the full article for free on my Substack, and if you’re going to share it – please do, but link back to my article.
Here is the link: https://t.co/AqKTdxnlmJ
Let’s go find the next 1000% stock ⚡️⚡️