Andy Drew

“Not knowing when the Dawn will come, I open every Door.” — Emily Dickinson

[Zyron @Zyron5m]

https://t.co/tw53nuK5k9

[Incentivising @incentivising]

https://t.co/zLW6XKmj8g

[Rohan Das @rohaninvestor]

How to earn 100 crores through stock market.

[Michelle Maxwell ™ @MichelleMaxwell]

⚠️WARNING;We buy this brand a lot! This is FRIGHTENING!!! Please Share Far and Wide⚠️

[Elon Musk @elonmusk]

“Not having symptoms is one of the symptoms” 🙄 🤦‍♂️🤡

[Yero @Yerocode0]

🚨Elon Musk: “Puede que todavía no sepas qué te apasiona… porque nunca exploraste el mapa completo”

Cuando le preguntan por el sentido de la vida, Elon no habla de meditación ni de “encontrar tu propósito”. Va directo:

“Lee. Lee muchísimo. Construye un terreno accidentado del paisaje del conocimiento. Aprende un poco de muchas cosas.”

La razón más subestimada:

Solo puedes desear lo que has visto.
Si tu menú de opciones se limita a lo que te dieron tus padres, la escuela o el primer trabajo… estás eligiendo a ciegas.
Los libros rompen ese límite.
Son el motor de búsqueda de tu propia vida.

Habla con gente de mundos distintos.
Explora campos que nunca imaginaste.
Luego busca la intersección perfecta:
ser intrínsecamente bueno en algo

que te guste hacerlo de verdad.
Porque el talento solo es una trampa:
puedes ser excelente, ganar dinero… y odiarlo en silencio durante años.

Lee. Amplía el mapa.
El mayor riesgo no es equivocarte de camino…
es nunca haber visto los otros.

[David J Harris Jr @DavidJHarrisJr]

🚨BREAKING: A revolutionary new cancer treatment called Histotripsy is showing incredible promise by literally liquefying tumors using focused sound waves—no surgery, no chemo, and no radiation needed.

Developed by pioneers Dr. Zhen Xu and the late Dr. Charles Cain at the University of Michigan, this FDA-approved technology is now being used at leading hospitals like Johns Hopkins and the Cleveland Clinic.

How it works:
- A robotic arm delivers precise high-intensity ultrasound waves straight to the tumor.
- These waves create tiny gas bubbles inside cancer cells that rapidly expand and collapse.
- The mechanical force destroys the tumor cells, turning the mass into liquid debris that the body naturally clears away.
- It also appears to stimulate the immune system to better recognize and attack remaining cancer cells.
- Because it relies on mechanical disruption rather than heat or radiation, it spares healthy surrounding tissue.

Patients often undergo the quick outpatient procedure and go home the same day. It is currently treating liver tumors, with trials expanding to kidney and brain cancers.

This could be a game-changer in the fight against cancer.

[Ron || Mad About Stocks @MadAboutStocks_]

#LONGNOTE 📝

For the first time, I heard an Indian Investor talk about AI without dismissing it as a bubble. 👏

Instead, Ravi Dharamshi explained how Indian investors can actually create wealth from the AI revolution through second and third-order beneficiaries.

That was incredibly refreshing.

Having spent the last 3-4 years studying the semiconductor ecosystem and making it my biggest investment theme, this conversation resonated deeply. It focused on power infrastructure, cooling, cables, transformers, EPC, semicon ecosystem, energy transition… the real enablers of AI, not just the obvious names.

If ValueQuest had a Mutual Fund, I’d genuinely invest in it without a second thought.✅

We need more conversations like this and fewer “AI is just another bubble” takes.❌

Highly recommended watch for anyone serious about investing over the next decade.

Lastly, One part I particularly loved was when the anchor repeatedly questioned whether Layer 3 AI beneficiaries are simply too small to create meaningful wealth.

Ravi’s answer was brilliant.

He explained that as investors, we don’t need every company to become the next NVIDIA. If a business can compound its PAT from ₹100 Cr. to ₹500 Cr. over the next 3-5 years, that’s already a phenomenal wealth creation opportunity.

He also made an important distinction. He wasn’t saying “ignore valuations.” He was saying don’t value a company only on today’s earnings. First understand the trajectory of the business, then decide what it’s worth.

That is exactly the framework I’ve used while building my biggest position in #Micron over 2024 and 2025.

In FY24, Micron generated roughly $25B in revenue. In FY25, that grew to around $37B. FY26 is now on track to finish at roughly “$130B in revenue, with 80%+ gross margins”. 👀👀

If you had valued Micron only on its trailing earnings or near-term P/E, you would have completely missed the scale change that was unfolding.💭💭💭

That’s why I’ve kept repeating over the last two years: don’t get anchored to today’s P/E. Focus on the Forward P/E, 🎯understand where earnings can be 2-3 years from now, and then decide what the business is worth.

Markets reward trajectory, not just history.‼️

Have all the RIGHTS TO BE WRONG. ❤️

#MadAboutStocks

#AI #Investing #Semiconductors #India #ValueQuest

@ravidharamshi77 if this reaches you, I’d love to meet you someday. This was one of the most insightful investing conversations I’ve heard in a long time.
I have studied/ spent more than 5000 hrs in this INDUSTRY 🙏

YouTube link 🔗:

https://t.co/K4C2cVb86W
( Must Watch)

[Dr. David @DrDavidivw]

NEW STUDY: Aggressive Cancer Patients Had 82% Less Bifidobacterium in Their Gut Compared With Healthy Adults

Aggressive cancer was associated with a major disruption of beneficial gut bacteria involved in immune regulation and intestinal-barrier function.

[OptiView @optiviewnews]

@sobradob Now live at https://t.co/4IpkNi1h7i

[Eric Smith @Eric_Smith08]

The full settings cheat sheet screenshot this. Samsung TV Sports Settings (Standard Mode, Custom Motion):

Picture Mode: Standard (bright room) / Movie (dark room)
Backlight: 75-90% (day) / 40-55% (night)
Brightness: 45-50
Contrast: 45-48
Sharpness: 8-12
Color: 25-28
Color Tone: Warm1

Picture Clarity / Auto Motion Plus: Custom
1. Blur Reduction: 8-10
2. Judder Reduction: 0-3
Local Dimming: High
Contrast Enhancer: Low or Off
Dynamic Brightness: Off

Eco Solution / Energy Saving: Off
Sound Mode: Amplify (or Standard)
Equalizer: boost 2-4kHz by +2-3 dB, reduce 100-200Hz by -1-2 dB

Apply these settings once. Save them to your Standard or custom mode. Switch to this
mode before every game. Switch back to Filmmaker mode for movies.

8 minutes. Once. Every game looks different from tonight forward.

[expemilly @expemillyweb3]

A father asked Karpathy what to teach his 8-year-old before AGI. the answer erased 80% of the school curriculum.

math, physics, CS. everything else - tack it on later, if at all.

Most parents optimize their kid's schedule around grades and never notice they're funding the parts of the brain that stop mattering the day AGI ships.

grooves get harder to carve every year past 10.
the 8-year-old who learns physics processes reality differently at 30 than the one who didn't.
after AGI, information is a commodity. cognitive shape is not.

you're not choosing your kid's grades. you're choosing the brain they'll carry for the next 60 years.

16 minutes. free. changed what i'd tell any parent asking about school today.

watch it, then read below:

[Gunnar🍊🌊 @FarvingCo]

Lactoferrin KILLED cancer cells in the lab.

The chemo drug killed good and bad cells. Lactoferrin left every healthy cell untouched

but it gets even crazier.

Cancer SILENCES the lactoferrin-producing gene.

It shuts it down. Epigenetically. Before it even becomes a tumor.

Cancer doesn't just avoid this compound. It evolved to disarm it.

Here's EVERYTHING you need to know about what lactoferrin does to cancer in studies: 🧵

[Ihtesham Ali @ihteshamali]

Palantir sells governments a war room that costs millions a year.

So, a guy named Elie just rebuilt it, put it on GitHub, and gave it away.

It's called World Monitor.

Open it and you get a live 3D globe with 500+ news feeds pouring in across 15 categories, all summarized by AI as they land.

> Military movements.
> Economic shocks.
> Natural disasters.
> Cyber incidents.
> Flight paths.
> Shipping lanes.

+ 56 different map layers you can stack on top of each other.

It scores 31 countries on a stress index and updates the number as things happen.

It watches 29 stock exchanges, commodities, and crypto in one panel.

It runs local AI through Ollama, so you can use the whole thing without a single API key.

Native desktop app for Windows, macOS, and Linux. 25 languages. Works out of the box after one clone.

[veles @velesxbt]

A billionaire trader has spent 40 years trying to delete a one-hour documentary. It shows him making $100 million in a single afternoon. He predicted the crash that made it possible three months in advance. He has never explained why he wants the film gone. His name is Paul Tudor Jones. The film is on YouTube.

The documentary is called "Trader." PBS filmed it in 1987, three months before Black Monday. Jones was 32 years old, working from a small New York office, wearing shorts and a t-shirt, yelling at his phones, throwing paper across the room, and sleeping under his desk. The film captures him and his research partner Peter Borish overlaying a chart of the 1929 market on 1987, month by month. The two charts tracked within one percent. Borish said this is exactly what happened in 1929. Jones said if the analog holds, October is when it breaks.

On October 19, 1987, the Dow fell 22.6 percent in a single day. It remains the largest one-day percentage loss in stock market history. That afternoon, Tudor Jones covered his shorts and made roughly $100 million. He was 33 years old. He was one of the very few traders on the street who came out ahead.

He tried to bury the tape because it made him look reckless in a professional world that punished swagger. Twenty years of legal effort did not delete it. Someone kept a copy. It is on YouTube. It has fewer views than most makeup tutorials.

The film is not really about a crash. It is about a specific philosophy of trading. Jones is shown building conviction slowly, sizing carefully, then striking hard when the setup arrives. He is never once shown making a random bet. He is shown doing the same thing five times a day, every day, for three months.

His signature line, repeated across a 45-year career:

"The most important rule of trading is to play great defense, not great offense."

He does not try to be right. He tries not to lose. He sets stops tight, cuts positions fast, and never averages down on a loser. Every trade in the film follows this template.

Tudor Investment Corp, the fund he founded in 1980, has compounded at roughly 19 percent a year for 45 years. He is 71 years old and still trading. His method has not changed since the film.

The lesson: greatness in markets is a refusal, not a talent. Refusal to be reckless. Refusal to be certain. Refusal to average down. Refusal to trust yourself in a drawdown. Tudor Jones has refused those refusals for 45 years.

The tape is free. The philosophy is repeated in every trade. Most traders will never watch it.

[veles @velesxbt]

https://t.co/oHZTyjGo7u

[Suhail @Suhail]

The Chinese do not need to distill anymore. They've climbed up the proverbially tech tree that to climb higher, they need to do actual frontier work. Distillation is marginal.

Any lobbying or legislation that calls for banning open weight models in the name of "distillation" is total BS. This is a fight against future American innovation.

The labs know that open weight models completely commoditize their revenue generator. They know that we will optimize it to 1/100th the costs. They know that we will stop concentrating our workloads on them. If we start using open models, they lose the understanding of workloads that they can build products around to *replace* your products as they move up to the app layer.

Remember: *they* trained on humanity's data and didn't pay a cent. If you own intelligence, you can tax humanity.

Do not let them fool you.

[Manifest_Lord @Manifest_Lord]

An oncologist admitted: there are 3 types of people who don't get c*ncer.

(save this):

[Pravita Panday @pravita_pandey]

The CEO of Palantir sat across from Larry Fink - the man who runs BlackRock and its $11.5 TRILLION in assets - and told Davos the AI race is already lost by everyone pricing it wrong.

- he says the firms selling AI by the token have "completely broken" how it works

32-min from the Davos main stage on how AI redefines war, power and who actually controls capital

bookmark & watch - it's the most direct AI + power talk of the year

[CA Nitin Kaushik (FCA) | LLB @Finance_Bareek]

Treating cash like a dead asset is a massive mistake.

While everyone is obsessed with optimizing returns and throwing every spare rupee into equity mutual funds, they forget that liquidity is your ultimate defense mechanism.

When an unexpected medical emergency hits or you face a sudden income shock, having a liquid buffer of 6 to 12 months’ worth of living expenses prevents you from being forced to liquidate your long-term investments during a market downturn.

Liquid capital isn’t there to outpace inflation or beat the index it exists solely to buy you time and strategic breathing room when things go sideways.

Real financial stability is knowing that one terrible month won’t force you into high interest debt or completely wreck your multi year wealth building compounding journey.

#EmergencyFund #PersonalFinance #Liquidity