CESAR

[Elon Musk @elonmusk]

This is the future we shall bring into being

[CESAR @ceezrubio]

@danitfc25 England hasn’t won shit since who knows how long 😂 yeah great players, where’s the trophies to back it up? 🤫

[DAN KOE @thedankoe]

If you don't wake up excited and go to bed tired, drop everything and think of what your future will look like if you keep repeating the same day for the rest of your life. Sit with that discomfort until a new direction appears.

[CESAR @ceezrubio]

@Mr_Derivatives The Jim Cramer of sports lol

[CESAR @ceezrubio]

@Basssem666 Same bro. Still Hala Madrid 😪

[CESAR @ceezrubio]

Calls for Monday it is. 📈

[TMZ @TMZ]

🕊️ Chuck Norris has died at 86. https://t.co/iEc9C997Ik

[CESAR @ceezrubio]

What a play. Bravo 👏🏼

[JLoc @JohnLoc18]

$SPY Sold

[CESAR @ceezrubio]

Trump posted on Truth 😭

[JLoc @JohnLoc18]

What kind of manipulation is this $SPY

[TrendSpider @TrendSpider]

$SPY Good time to go touch grass?

[Serenity @aleabitoreddit]

The news is pretty heartbreaking:

$META 20% layoffs

$ORCL layoffs

$AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI.

This is a dystopian future.

Companies end up with record profits, without the cost of human labor.

The only way to benefit:

Investing in AI as a hedge.

The next few years feels like the main way to escape the permanent underclass, caused by AI displacement.

The return on equity derived from AI will go to the shareholders.

While the gap between those who live paycheck to paycheck, not invested in stocks. Will continue to grow.

This is not the future.

- Opus 4.6 is good enough to replace most software engineers today.

- Waymo has started to replace taxi drivers in places like SF today.

- We know $TSLA Humanoids are coming next as they’re widespread in China, today.

This is happening now.

Disruptions in Iran are only temporary to the accelerating AI buildout.

AI has hit the inflection point, and looks inevitable.

You’re already seeing US job revisions down close to 1 Million, which is staggering.

And we’re seeing the newest LLMs be built by their previous models, as AI approaches the singularity (AI led recursive growth).

Investing in where the compute and hardware needed to run the AI:

From the datacenter/power/grid sector:
$NBIS, $XLU, $VRT, $BE

Photonics sector needed to scale AI:
$LITE, $COHR, $AAOI, $TSEM

Semi sector needed for the chips:
$NVDA, $TSM, $ASML, $INTC

Memory sector for the chips:
$MU, $SNDK, SK Hynix, Samsung

ASICs for hyperscaler AI inference:
$AVGO, $MRVL, Mediatek

Yields sector to make sure the chips work:
$TER, $AEHR, Advantest

Along with the raw materials or substrates needed for AI:
$AXTI, $COPX, $SOI

And many others become the single, largest, hedge against widespread AI displacement.

Whoever owns the means of compute (bottlenecks, materials, datacenters):

Owns the future of AI.

[CESAR @ceezrubio]

Calls on Monday it is 📈

[The Associated Press @AP]

BREAKING: Iranian Supreme Leader Ayatollah Ali Khamenei is dead, Iranian state media reports. https://t.co/wqnEZUFOM3

[CESAR @ceezrubio]

Bullish 📈

[Heisenberg @Mr_Derivatives]

Whoa.

So what does this mean for the stock market come Monday…?

Anybody?

[TrendSpider @TrendSpider]

gm ☕️

[CESAR @ceezrubio]

Puts on Monday it is.

[Vivid.🇮🇱 @VividProwess]

🚨BREAKING:

EXPLOSIONS all across Tehran right now as the Israeli Air Force is bombing the IRGC.

War has officially begun. Pray.

[CESAR @ceezrubio]

Sacanle a la verga. MMGA 🇲🇽

[CESAR @ceezrubio]

@LauraLoomer Mexican Army you stupid fuck.

[TrendSpider @TrendSpider]

GM to the traders and only the traders ☕️

[Kevin Xu @kevinxu]

It's the weekend.

Worked my ass off all week.

Somehow poorer.

https://t.co/VebNAsMk1g

[CESAR @ceezrubio]

@victortexass X is superior bro.