8888Erik

ONLY LOVE ❤️

[Roan @RohOnChain]

My friend makes $1.4 million/year as a Jane Street quant.

No MIT. No Stanford. No Ivy League PhD.

I asked him how he broke into quant from scratch.

He sent me a video that was never supposed to get out. Hedge fund insiders laying out the full quant career playbook.

You won't find anything better about becoming a quant than this video.

I watched it last night.

Halfway through, I realized I could break into a top quant firm in months, not years.

Bookmark this and read the article below.

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. SpaceX $SPCX will be added to the Nasdaq 100 tomorrow before the market opens, creating forced buying from mutual funds and ETFs that track the index and collectively manage roughly $800B in AUM. SpaceX’s initial weighting will be about 1%, based on free-float market cap, which excludes insider and restricted shares. That weighting could grow over time as lockups lift, the public float expands, and Nasdaq rebalances the index in September and December.

2. Samsung Electronics prelim Q2 operating profit surged 19x YoY to roughly $58.4B, beating $55.3B consensus, driven by booming AI memory demand. Revenue came in slightly below expectations at about $111.8B vs. $113.1B consensus, but still rose 129% YoY. On an operating income basis, Samsung is now arguably the most profitable company in the world, generating more operating profit than Nvidia $NVDA did last quarter.

3. Robinhood $HOOD CEO Vlad Tenev says demand for Trump Accounts has been “tremendous,” with 6M kids signing up pre-launch to express interest and millions of accounts already invested. The accounts are now officially active and open for contributions, allowing parents, grandparents, family, friends, and employers to collectively contribute up to $5,000 annually for eligible American children. SpaceX $SPCX president Gwynne Shotwell and her husband are donating $320M of company stock to help fund Trump Accounts for more than 2M American children.

4. Broadcom $AVGO and Apple $AAPL expanded their long-standing technology partnership through 2031. Under the new multi-year agreements, Broadcom will develop and supply a range of custom ASIC silicon products for multiple generations of Apple devices.

5. The top 10 most active options today by contracts traded were $TSLA with 4.4M contracts, $NVDA with 2.3M contracts, $AAPL with 1.5M contracts, $AMZN with 790K contracts, $SPCX with 727K contracts, $META with 668K contracts, $MSFT with 637K contracts, $INTC with 566K contracts, $MU with 530K contracts, and $SOFI with 421K contracts.

6. TeraWulf $WULF signed a 20-year lease with Anthropic for its Justified Data campus in Kentucky, representing roughly $19B of contracted revenue over the initial term. The campus is expected to support about 401MW of critical IT load, with initial capacity coming online in H2 2027 and full capacity by early 2028. Separately, TeraWulf is selling its 50.1% stake in the Abernathy JV to a Fluidstack-led investor group, monetizing an approximately $450M investment.

7. Retail is levering up into options. 0DTE options now account for a record 48% of total retail options volume, more than tripling over the past five years. They also represented a record 30% of total U.S. options volume in May, well above the 2022 high of roughly 18% and the five-year average of about 21%. As short-dated trading keeps growing, the average options contract now expires in under 3 days.

8. JPMorgan says Meta $META potentially monetizing excess AI compute through a cloud business could be positive for returns on AI infrastructure, but the firm would rather see Meta use that capacity inside its own products. The report notes Meta could charge developers for access to models hosted on its infrastructure or rent raw compute to third parties, with JPM estimating 1GW of capacity could generate around $20B in annual revenue and several dollars of EPS. Still, JPM argues the bigger upside is Meta using its compute, 4B+ users, and AI products across Family of Apps to drive internal inference demand, which would support continued heavy capex rather than implying a slowdown.

9. Michael Saylor’s Strategy $MSTR sold 3,588 BTC over the last two weeks for roughly $216M as part of its new Bitcoin Monetization Program, which allows up to $1.25B of BTC sales. The latest sale included 2,225 BTC at an average price of $60,773, following the prior week’s sale of 1,363 BTC at $59,256. Strategy still holds 843,775 BTC, with an average acquisition cost of $75,476 per BTC.

10. AI giants OpenAI, Anthropic, and Google are handing out free compute credits worth hundreds of thousands of dollars to win startup customers, per WSJ. The battle for startups is intensifying as top AI labs offer discounts and credits to lock in the next generation of enterprise users. The strategy is simple: subsidize usage now, drive early adoption, and turn today’s startup customers into durable long-term revenue streams.

11. Deutsche Bank says U.S. public debt is the clearest macro risk to American dominance. Federal deficits have stayed around 5%–6% of GDP since 2022 despite the economy being near full employment, while debt held by the public is set to surpass 100% of GDP this year. Interest payments now exceed defense spending and are the fastest-growing budget item, with the CBO projecting a $1.9T FY2026 deficit and public debt rising to 120% of GDP by 2036.

12. Leopold Aschenbrenner’s next investment target filed for Nasdaq this Friday. SK Hynix $SKHY is raising $28B, with Situational Awareness indicating interest in up to $7B of shares. SK Hynix has roughly 59% of the global HBM market, about 70% of Nvidia’s $NVDA HBM4 allocation, Nvidia alone represents 27% of revenue, and its entire 2026 chip lineup is already sold out. SK Hynix will be going public on the Nasdaq via ADRs and will be one of the largest foreign memory companies, now worth $1T.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[$AM$ON👑🐐 @Samsonthegoat25]

David Beckham reportedly revealed why he left his son Romeo out as the sole beneficiary of his estate: he just doesn't think he's ready to carry the legacy.
Beckham shared that before buying Inter Miami, he urged Romeo who was making solid money as a pro footballer to invest $4M into the project. Romeo refused, choosing to spend his money elsewhere. If he had listened, that $4M would have given him a 30% stake in Inter Miami today. Instead, Becks says all Romeo does now is blow cash on unnecessary things.

[CTO Larsson @ctoLarsson]

When I was born, Sweden was the richest country in the world.

Today I can’t live there.

Back then, Sweden was also the safest country in the world.
And we had the lowest child mortality.
It was a trust and honor based society.
Little enforcement was needed. I’ve never been tricked or scammed by a native Swede.

High tax yes, but with free healthcare, free school and free universities, all world class. Whether your dad was rich or poor, you had the same opportunity, same access to the best universities. Only real merit mattered for admission.

We had the most global companies in the world per person.
We dominated many global industries.
We even produced some of the best music and dominated several sports.
Quite a feat for a nation of then 8 million people.

Today I can’t realistically even live in Sweden - unless I want my house raided and my family assaulted by criminal gangs operating out of no-go zones in the suburbs of Stockholm.

Everyone’s home address is public, a remnant from the trust based era.

In one generation, the country has been destroyed, largely by one bad policy decision.

I’m not against immigration. I’ve lived in 10 countries. I’m the foreigner now. Immigration is not the problem.

Just look at the epic success of Singapore or Dubai. They literally made their success through immigration - merit based.

Or look at the CEOs of companies in Silicon Valley - many immigrants.

Sweden’s mistake is not doing *merit based* immigration, which means to qualify each person individually. It’s the opposite of racism.
- Doctor? Yes.
- Engineer? Yes.
- Pirate? No.
- Lost your police clearance in a boating accident? Also no.

Instead in Sweden we did the other way around.
- Qualified with all papers? Super difficult to get in.
- No papers at all? Awww.. Poor you. Let’s bring 100,000 of those, based on ethnicity.

But what about the human aspect? The compassion. Still makes no sense because with the money it costs to bring one failed integration case to Sweden, you can help 100 people in their home country through development projects. Helping 100 people is better than helping 1.

So what to do now? It’s difficult.

The criminals need to be locked up or thrown out. Every last one. Singapore and Dubai tolerate no crime. In El Salvador, Bukele sent 2,000 soldiers to arrest 2 people. What happens then? Suddenly the next criminal discovers a sudden passion for a new line of work.

In Sweden the police is filling out a form and adding it to the pile marked “no resources”.

Unfortunately I think Sweden needs to hit rock bottom before politicians are ready to embark on an El Salvador style clean-up.

It needs to become safe and attractive to be an entrepreneur in Sweden. Today it is not.
We need incentives attracting entrepreneurs, not pushing them away.

Sweden was a poor and rather miserable country in the 1800s. Many emigrated to Minnesota and other places for their children to not starve to death.

Then Sweden became a wealthy global mega success in the 1900s, thanks to great leadership and brave entrepreneurs.

Sweden can do that journey again but it will take real leadership - a Bukele moment of real change.

Good luck.

[Bryan Johnson @bryan_johnson]

get into the habit of taking a 10 min walk immediately after eating. top tier thing for health.

+ blunts blood glucose by 17%
+ lowers triglycerides by 72%
+ accelerates digestion
+ lowers blood pressure 5 mmHg
+ improves sleep

[Bryan Johnson @bryan_johnson]

I don’t see myself as Bryan Johnson, but as a collection of 68 trillion cells. Over half of those cells (38 trillion) are foreign bacteria. Aliens that I host.  There’s also various versions of me. There’s a version of me that feels energetic and vibrant in the mornings; there is another Bryan at 7 pm who is worn from the day. There’s a dad version of me and so on. Each of these Bryans has a distinct physiological configuration.

My brain tries to smooth over these differences and contradictions and fuse them into a single identity, but the data tells a different story. I’ve spent the past few years trying to characterize each version of me.

Unsurprisingly, I’ve found that data can explain my subjective mental and emotional states. Explaining why I feel vivacious, or lethargic, or in love.  There are biochemical signatures for all of it. We know this, but seeing it makes it hit differently.

Measuring myself and seeing these emergent states in real time has led me to be especially thoughtful about the factors that influence my conscious experience. I am basically my inputs. Things such as sleep, nutrition, exercise, environment, stress, biomarkers and relationships.

Carefully designing these, I’ve been able to create more predictability and control over my conscious existence. Where it felt kind of random before, or that I was being pushed around by forces outside of my influence, so much of my lived experience now feels algorithmic. While that might sound dystopic to some, it feels liberating and empowering to me.

[Arnold Schwarzenegger @Schwarzenegger]

Let me teach you one of life’s important lessons, then. When you achieve a goal, you set your sights on the next one.

That’s the meaning of life, staying hungry.

[Vala Afshar @ValaAfshar]

“Never quit something with great long-term potential just because you can’t deal with the stress of the moment.”

[Bryan Johnson @bryan_johnson]

Is sauna worth the hype?

There's evidence that sauna is a potential detox and longevity intervention with benefits to heart, metabolism, brain health, and skin. We’re going to put it to the test.

Here’s what you need to know…🧵

[Wolf of X @WolfofX]

7.

[Historic Vids @historyinmemes]

Love him or hate him, this 2003 Ali G interview with Donald Trump is a bizarre classic

[Vala Afshar @ValaAfshar]

Do not take your good health for granted. Be selfish about your health.

[Vala Afshar @ValaAfshar]

Family first
Love your children unconditionally
Do not take your good health for granted
agency (I will) > intellect (IQ)
You are not your job
Keep in touch with good friends
good manners > good education
Be helpful
Fight against a sense of entitlement
Consume less sugar
Sleep 6-8 hours per day
Do not take people for granted
Exercise at least 15-30 minutes per day
Complain less
Forgive first
Dare to dream big, execute bigger
Show appreciation
Be honest with yourself and others
Tip well
Love your parents unconditionally
Judge less
Know when to leave
Be optimistic and hopeful
Share stories that lift up others
Seek random collisions
Do not respond to negativity
Hold doors open longer than expected

[Vala Afshar @ValaAfshar]

“There are only two ways to live your life. One is as though nothing is a miracle. The other is as though everything is a miracle.“

Just a whale blowing out a rainbow

[Vala Afshar @ValaAfshar]

In the end, only three things matter:

[Chamath Palihapitiya @chamath]

My best friend died almost a decade ago from a heart attack. He was running on the treadmill while we were all on vacation together. After this horrific accident, I started to take my cardiovascular health seriously and began seeing Dr. Karlsberg - who is probably the best Cardiologist in America.

Every few years I get a CCTA. I started to take a statin as well as some Omega-3s and a baby aspirin. So far, so good - my cholesterol is in check and I have 0 calcium although my particle size isn't great.

Here is an excellent summary from Dr Karlsberg of what we can do to eradicate coronary artery disease.

[Vala Afshar @ValaAfshar]

You are not meant for crawling, so don't. You have wings. Learn to use them and fly. —Rumi

[Vala Afshar @ValaAfshar]

The person you will be in 5 years depends on:

• the food you eat
• amount of exercise you do
• how much sleep per day
• books or articles you read
• how much more you write
• money you save and invest
• who you work with
• friends you spend time with
• new skills you develop
• asking for help when you’re stuck
• connections you make and keep
• promises you make and keep
• where and how far you travel
• doors you open for others
• knowing when to leave
• new habits you develop
• quitting the stuff that holds you back

[ShanghaiPanda （ Account deactivation） @thinking_panda]

Every Kid In China Is Now Required To Learn Al Starting September 1, Mandatory For Even 6-Year-Olds

As of September 1, 2025, China will implement mandatory AI education for all primary and secondary school students, requiring a minimum of eight hours of AI lessons annually.

[Xie Feng 谢锋 @AmbXieFeng]

Welcome to the new landmark of Shanghai: The Stage, a new observation deck atop White Magnolia Plaza in North Bund, where you can get a 360-degree panoramic view of the magical city at 1,050 feet high!