New long-form video dropping at 16:00 UK time. This week I'm revisiting the crypto miners pivoting to AI.
Update on $RIOT, $SLNH, $MARA, $WULF and a new wildcard that could pull a 300x move!
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I built an entire AI Toolkit for CFOs
Master this and become better than 98% of the CFOs.
👉 Comment "CFO" and I'll send you the full toolkit for free
Most CFOs I train have access to AI tools.
They just don't know how to use them for finance work.
So I built a complete toolkit that covers all three:
📌 What's inside:
ChatGPT AI Finance Course
- Prompts and workflows that drive results
- Budgeting, forecasting, variance analysis use cases
- Real CFO examples (not theory)
Copilot AI Finance Course
- Microsoft Copilot for finance leaders
- How to use it in Excel, Word, PowerPoint, Outlook
- The exact workflows that save 20+ hours per month
Claude AI Finance Course
- AI analysis and insights that drive strategy
- Claude in Excel (build financial models in minutes)
- The CFO playbook for using Claude in finance
I've trained 10,000+ finance professionals on these exact workflows.
The gap between a "Traditional CFO" and an "AI-First CFO" is now 10+ hours per week of productivity.
This toolkit closes it.
👉 Comment "CFO" and I'll send you everything
♻️ Repost to increase your chances of getting it.
P.S. Which AI tool are you using most right now: ChatGPT, Copilot, or Claude? Drop it below.
Agent launchpad update..
→ Devs added 83 new MCPs, bringing total to 436.
→ 18 networks, 2 CEXs, 436 MCPs for 25+ protocols.
→ 16 agents have already been deployed.
Real agents with real purpose:
https://t.co/PsEe9bxSRX
Our most frequently asked question right now:
"If oil prices are above $100/barrel and the Iran War isn't over, why are stocks at record highs?"
The answer to this question is simple.
The AI Revolution has simply become so large, that investors are viewing everything else as "noise."
Over the last few months, as large cap technology stocks traded flat then sharply lower amid the Iran War, the AI narrative only grew.
The Magnificent 7 companies are set to invest over $600 BILLION in AI this year alone.
And, as broader markets swept tech giants like Nvidia and Alphabet lower, these stocks reached their cheapest Forward P/E levels since 2019.
At the March 30th bottom, the S&P 500 Information Technology index was trading at just a 4% Forward P/E premium to the S&P 500, the lowest since January 2019.
Tech stocks became cheaper than the average S&P 500 stock for the first time since 2017.
Nvidia, for example, is now trading at just a ~26x Forward P/E multiple, even as it is back at record highs. Walmart? 43x. Costco? 46x.
The reality is that many large cap technology stocks are merely getting cheaper as they go up. And when they go down, they become remarkably cheap.
We are in the biggest technological revolution in modern history, and even $100 oil, a 4.40% 10Y Yield, and rate cuts priced out until 2027 are unable to derail the train.
Asset owners will continue to win.
$RIOT vs. $ETH
The AI HPC sector is destined for huge gains this year. Being obsessed with crypto will cost people dearly.
Just look at this chart. RIOT is about to leave ETH in the dust.
I'm bullish on this week. I feel like Iran deal will happen and we will revisit 80k BTC. Alts will start to move and the timing for our platform is perfect. Stay Positive.