The self-image is the mechanism that steers who you believe yourself to be. It doesn't read intentions, it reads targets. Tell it you're a loser and it steers for that target with terrifying precision. Tell it you're someone who compounds quietly and it finds a way to make that real. The mechanism always wins. The conscious mind just sets the coordinates.
You're at a boxing match. One fighter is down 2 rounds with 1 round left. The bookie is offering 5-to-1 odds on the losing fighter. Tempting payout, sure — but that fighter needs to win 20% of the time just to break even, and historically they win about 7-15% of the time. The odds look like a gift but they're actually a tax on hope. When you learn to read the market in these terms because you know the data well enough to see it through a similar lens, you will significantly increase your chances. All you've gotta do is follow your own advice at that point.
Don't predict harder. Predict less often, but make the prediction count when it lands. Else, in trying to be right about everything (spray and pray), you end up right about nothing that matters. In investing, this is a key principle. Being the same amount of right as is possible in financial markets but only when you're down to your last nickel doesn't do you much good.
SPACEX REPORTEDLY RENTED OUT ITS COLOSSUS 1 DATA CENTER TO ANTHROPIC AFTER ITS OWN TEAMS STRUGGLED TO USE IT
The story behind one of the IPO's headline compute deals, per Bloomberg:
SpaceX planned to train its Grok models across a cluster of three Memphis-area data center campuses. But connecting Colossus 1 to two sites more than 10 miles away reportedly created latency issues, compounded by aging network infrastructure and a mix of NVIDIA $NVDA chip generations inside the facility.
Rather than keep working through the limitations, SpaceX reportedly determined the facility was more valuable as a revenue stream and leased its full capacity to Anthropic.
Colossus 2 and 3, built uniformly on newer Blackwell chips, remain dedicated to SpaceX's own AI development.
Musk on the arrangement: "If compute gets super tight I said we might need it back at some point."
RKLB, CRWV, ALAB, NBIS, TER all join Nasdaq-100 on June 22. Index funds tracking QQQ must buy — that's forced demand on a known date. SpaceX euphoria is distracting everyone. The trade isn't "buy SpaceX." It's: who benefits from forced inflows AND has a catalyst?