Logan Cox 🟦

[Jensen Huang @JensenHuang]

NVIDIA compute is fungible, durable and highly rentable. It is a productive, revenue-generating asset.

[Jensen Huang @JensenHuang]

@ChaseLochmiller @OpenAI GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years.

AGI has arrived. Congratulations @OpenAI team.

400K GPUs coming online next.

[Conor McGregor @TheNotoriousMMA]

Hail, Mary, full of grace, the Lord is with thee.
Blessed art thou amongst women,
and blessed is the fruit of thy womb, Jesus.
Holy Mary, Mother of God,
pray for us sinners, now and at the hour of our death. Amen.

[Logan Cox 🟦 @Coxenomics]

@MaysaDiye 4

[Logan Cox 🟦 @Coxenomics]

@realroseceline PSA, the Sports grading card company

[Logan Cox 🟦 @Coxenomics]

Please

[Bill Ackman @BillAckman]

Search on @Microsoft Outlook sucks. @satyanadella please fix it.

[Karl Smith, CFA (Level 1 Candidate) @wallstreetkarl]

My thoughts are with Zohran Mamdani, Ilhan Omar, Rashida Tlaib, and Ivy League undergrads who lost a friend and idol today

[High Yield Harry @HighyieldHarry]

Hey @grok I don’t have time for this shit just tell me what I need to know in this article

[BuccoCapital Bloke @buccocapital]

A new paper from researchers finds that GenAI-created ads see 19% higher click-through rates than human-created ads

$META $GOOGL the AI winners.

[Kevin Carpenter @kejca]

Charlie Munger: "Somebody once subpoenaed our staffing papers on some acquisition. And, of course, not only did we not have any staffing papers — we didn't have any staff!"

[amit @amitisinvesting]

Very sophisticated analysis here on the question that everyone continues to ask…

Is Artificial Intelligence a bubble?

Steve does a really good job breaking down the historical comparisons between now & the dotcom bubble while showing the numbers on how AI is being financed today…

Would highly recommend following @stevenfiorillo. After reading this, do you think AI is a bubble?

Personally, I do not think it’s a bubble for the simple reason that the most important companies in AI are not trading at astronomical multiples.

However, I think that if so many people keep asking then it proves there is a wall of worry and healthy skepticism in the market, which further reinforces the notion of AI not being a bubble.

[mariana Z @mariana057]

The CEO of IKEA was just elected Prime Minister in Sweden.

He should have his cabinet together by the end of the weekend.

[VCs Congratulating Themselves 👏👏👏 @VCBrags]

And then everyone in the gym stood up and applauded 👏

[Logan Cox 🟦 @Coxenomics]

Hey, @grok, who was the most famous person to visit my profile? It doesn't need to be a mutual, don't tag them

[Shawn Wilson @ATXVegasFan]

When people outside of Texas ask why we’re so loyal to a private company like @HEB…this is the reason. Every disaster we have, they beat the Red Cross there and do so much to help. Born and raised Texas right here!

[Frank McCormick @CBHeresy]

BREAKING: The Houthis have begun sabotaging U.S. technology throughout the region in retaliation.

[The Babylon Bee @TheBabylonBee]

Satan Joins Episcopal Church https://t.co/6Dcy9l1RM0

[End Wokeness @EndWokeness]

Nothing more satisfying than a "Trump will never be president" montage