Putting the X bubble noise aside, I think the risk/reward in memory, data centers, interconnect, and the broader AI infrastructure space is very attractive at current levels.
I especially like $NBIS, $SKHY, etc..
Bubbles are fueled by euphoria, not uncertainty. Right now, I see far more skepticism than euphoria. That's not what a bubble looks like.
And throughout this entire rally, most people have doubted it every step of the way.
For the next 6 months…
- Workout 4x a week
- Quit alcohol & drugs
- Walk 10-15k steps/day
- Eat a nutrient dense diet
- Remove processed sugars
- Eat .8g of protein per lbs of bodyweight
- Work on a goal that means something
Get rid of all distractions and go all in on you.
The older I get, the more I realize that life will meet you at your level of audacity. The people who get what they want out of life aren't necessarily the smartest or most talented. They're the ones who have the most courage.
Some decisions are best made after acquiring more information; some are best made immediately. Just as you need to constantly sort the big from the small when you are synthesizing what’s going on, you need to constantly evaluate the marginal benefit of gathering more information against the marginal cost of waiting to decide. #principleoftheday
Existence itself is a miracle - the rest is science.
There is no single meaning to existence - if there were, we’d be slaves to it.
Within existence, there are rules of logic and science. If it was magic, the world would be un-navigable.
Truly the best of all possible worlds.