Aveek B

Life-long learner. Only way to go is up! Enjoy keeping a close watch on markets, economy and politics.#

[Aveek B @aveekb10]

@rajatsuri I am in! Let’s make it happen!

[Ethan Evans @EthanEvansVP]

If you want to read more deeply about these levels and how to move up as ICs or managers, read my article in “The Pragmatic Engineer” by Gergely Orosz.

This newsletter is not about the technical skills you need, but rather how executives evaluate engineering talent and decide who is ready for promotion.

AI has already changed the technical skills needed in engineering, but it will have much less impact on the personal and leadership behaviors that VPs look for in their top talent. They are worth learning now.

Read here: https://t.co/IBokiHp7s3

What do you think tech executives look for in senior talent?

[Priyank Ahuja @ahuja_priyank]

AMAZON PRIME COSTS $139 A YEAR, AND MOST MEMBERS USE TWO FEATURES:

Free shipping and Prime Video. That's it.
But Prime is a giant bundle, and some of the perks you're already paying for quietly expire every month.

Here are 12 most members never touch 🧵

[Dave Kline @dklineii]

Nobody is born a great manager. They follow a system, even if they don't call it that. After working with 1000s of leaders, I reverse-engineered what they had in common. 7 skills. Available to anyone. Embraced by few. Here's the blueprint:

[Jack @jackcoder0]

A woman paid for Amazon Prime for 5 years before she realized she was using it wrong.

She'd ordered hundreds of packages. Watched a few shows on Prime Video. Never once looked past the "Buy Now" button.

Her cousin — who worked Amazon customer service for 3 years — was staying over for the holidays and watched her order a phone charger at full price.

She finally said: "Wait — can I see your account for a second? You're missing 9 things that come with the Prime you're already paying for. Amazon doesn't advertise most of these. They'd rather you not use them."

She changed 9 things in 10 minutes.

She saved $340 that month. Got a package a day early. Found $1,200 worth of stuff she already owned buried in a benefit she'd never opened.

Here's everything her cousin showed her:

[Aveek B @aveekb10]

I fully agree.

Humans will become more important in this era.

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[MyGovIndia @mygovindia]

PM @narendramodi: A story that tells you your beginnings don’t define your limits, your journey does

#PMModi #InspiringLeadership #StoryOfChange

[Elon Musk @elonmusk]

@aaditsh Hardware is hard

[Movez @0xMovez]

Anthropic pays $750,000+ a year for engineers who can build LLM architectures from scratch.

This 2-hour Stanford lecture gives you the exact pipeline LLM engineers get paid $750K/year for.

Data + architecture + scaling laws + post-training.

Bookmark it & watch today. Then read article below.

[Priyank Ahuja @ahuja_priyank]

🚨 BREAKING: I asked Claude to improve my LinkedIn profile.

It didn’t just improve it. It made it a recruiter magnet.

Here are the 7 exact prompts I used:

[Invest In Assets 📈 @InvestInAssets]

ROIC by industry is a useful way of identifying what sectors will provide long-term returns

[Danny Naz @ThePupOfWallSt]

Power is becoming the bottleneck of the AI economy.

For 30 years, U.S. electricity demand barely moved. Now AI data centers, reshoring, EVs, industrial automation, and grid upgrades are all hitting the system at once.

That means the next big trade may not just be chips.

It may be everything that feeds the chips.

Companies that could benefit:

$GEV, GE Vernova: turbines, grid equipment, power generation

$POWL, Powell Industries: switchgear, power control systems

$ETN, Eaton: electrical equipment, power management

$HUBB, Hubbell: utility and grid components

$PWR, Quanta Services: transmission and utility infrastructure

$VRT, Vertiv: data center power and cooling

$GNRC, Generac: backup power and grid resilience

$CEG, Constellation Energy: nuclear power supply

$VST, Vistra: power generation and capacity demand

$NEE, NextEra Energy: renewables, grid, utility scale power

$AMSC, American Superconductor: advanced grid and power systems

$PLPC, Preformed Line Products: transmission and grid hardware

$SPXC, SPX Technologies: transformers and power infrastructure

$CLF, Cleveland-Cliffs: electrical steel exposure

$MOD, Modine: thermal management and cooling

The big idea:

AI needs chips.
Chips need data centers.
Data centers need power.
Power needs grid upgrades.

That’s the second-order trade.

[Justin Banks @RealJGBanks]

Now you’re seeing the spread:

All you need is to catch one to change your life

Servers -> $SMCI $DELL
Memory -> $MU
Photonics -> $NOK $AAOI
Compute -> $IREN $CIFR
Power -> $VRT $SMR
Rare Earths -> $MP $USAR
Robotics -> $TSLA

[ProblemSniper @ProblemSniper]

Bookmark this. 👇🏼

[Lin @Speculator_io]

Nvidia literally told where to invest:

IP: $ARM
Fab: $TSM $INTC
Memory: $MU $SNDK $WDC
Packaging: $ASX $AMKR $CAMT
Equipment: $KLAC $LRCX $ASML $KEYS
Networking: $COHR $GLW $FN $LITE $APH
Servers OEMs: $DELL $SMCI $JBL
Power Systems: $FLEX $VRT $ETN
Power Electronics: $STM $ADI $MPWR $NVTS $ON
Direct Investments: $CRWV $NBIS $NOK $SNPS $LITE $GLW

[Mike Investing @MrMikeInvesting]

We are currently in a “once in a lifetime” AI super cycle…

Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM

Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK, $WDC
Photonics ~ $AAOI, $AEHR, $LITE, $MRVL

The current phase is Neo Cloud/AI infrastructure:
$IREN, $NBIS, $CRWV, $CIFR, $APLD

Next wave (many will miss)
Rare Earths ~ $USAR, $MP, $UUUU, $FCX
Power & Cooling~ $VRT, $CEG, $OKLO, $OSS

Finally it all concludes with these 3 sectors:
Robotics ~ $TSLA, $PATH, $SERV
Space ~ $RKLB, $ASTS, $PL, $LUNR
Drones ~ $ONDS, $AVAV, $LMT

Many will make generational wealth from this AI super cycle over the next 7 months.

Save this to look back on later…

[Massimo @Rainmaker1973]

Before we had silicon chips, we had needle and thread.

In the 1960s, NASA didn’t ‘upload’ code; they sewed it.

To get Apollo 11 to the moon, skilled weavers (often called ‘Little Old Ladies’) literally hand-stitched software into physical objects.

[Fran Walsh @FranWalsh73]

Two parents. Same income. Same kid's age.

One opens a Trump Account before April 15.
One assumes it's only for newborns.

By retirement:
One has $2.7M.
One has $0.

Most parents don't know this account was built for kids already born.
Here's everything you need to know: ↓