olatility moves wealth from the impatient to the patient. Once you stop seeing red days as failure & start seeing them for what they are (short tests that separate conviction from emotion) everything changes. Compounding only works for those who give it time to breathe.
Volatility moves wealth from the impatient to the patient.
Once you stop seeing red days as failure & start seeing them for what they are (short tests that separate conviction from emotion) everything changes.
Compounding only works for those who give it time to breathe.
Semiconductor insiders are buying for the first time in several years - $ASML insiders bought shares for the first time - $AMD insiders bought shares earlier this year for the first time since Lisa Su in 2012 - $AMAT CEO purchased shares for the first time since 2015.
OpenAI, now with Stargate backed by $NVDA & $AMD, is committing ~25 GW of new data-center capacity over the next couple of years. That is a $1.5 trillion build-out roughly the size of Mexico’s economy being poured into AI infrastructure. Wild times.
OpenAI, now with Stargate backed by $NVDA & $AMD, is committing ~25 GW of new data-center capacity over the next couple of years.
That is a $1.5 trillion build-out roughly the size of Mexico’s economy being poured into AI infrastructure.
Wild times.
Jeff joined $HIMS as their Director of Engineering this week and compares it to joining $AMZN when they were just selling books. Buckle up homies. $HIMS to $100
Started this $GOOG position less than 30 days ago 👀 Started this $AMZN position about 30 days ago 📷 Which one do you think will perform better rest of 2025?