Gerardo Tueme

Structural engineer

[Raoul Pal @RaoulGMI]

Everyone has an opinion on why the stock market does what it does.

Earnings. The economy. Who's in the White House. The Fed chair's mood that morning.

Almost all of it is noise.

This chart is 15 years of the Nasdaq 100 plotted against total global liquidity. The correlation is 97%.

When I first saw this I was stunned. A fit this tight meant something much deeper was going on underneath. So I started pulling the thread.

That thread became the Everything Code, the framework I've been building in GMI since 2023. It’s the single most important thing I can teach anyone about how the modern economy actually works.

[Gerardo Tueme @geratueme]

It’s okay to be wrong. It’s not okay to stay wrong.

[Gerardo Tueme @geratueme]

Volatility is natural and carries signal. Forced stability suppresses that signal and compounds risk in silence. Success comes from dancing with the volatility.

[Gerardo Tueme @geratueme]

@paulg Sustained organic compound growth. Insightful customer understanding. Hope market size takes care of itself

[Beff (e/acc) @beffjezos]

The xAI master plan was right under our nose all along...

[Javier Milei @JMilei]

LOBO CON PIEL DE CORDERO

[Peter H. Diamandis, MD @PeterDiamandis]

The most underrated skill of the next decade: knowing what questions to ask.

[NVIDIA AI @NVIDIAAI]

(2x DGX Sparks) + MiniMax M2.7 NVFP4 = 16 local AI agents running simultaneously 👀

[tobi lutke @tobi]

@AlexShulepov7 Picked up a thing or two building a platform that brokers ~$500 billion of yearly economic activity (growing by 30%)

[Peter H. Diamandis, MD @PeterDiamandis]

When the iPhone launched, Steve Jobs initially opposed the App Store. His team talked him into it... Look at it now.

Frontier labs are at that same moment right now. They need to build an ecosystem, not just a model.

[ZUBY: @ZubyMusic]

Some people lived through 2020-2022 and concluded that the government needs more taxpayer money and more power.

[Thomas Sowell Quotes @ThomasSowell]

Thomas Sowell on 3 questions to ask ti win any debate.

[Michael Warburton @For_Film_Fans]

In 2006 a high school English teacher asked students to write to a famous author & ask for advice.

KURT VONNEGUT (who left us 19yrs ago today) was the only one to respond.

His reply was a doozy.

[Ian Miles Cheong @ianmiles]

Elon Musk: For the next few years, I think America is likely to win the artificial intelligence race. But that early lead is fragile and short-lived. Ultimately, the global victor will be decided by a single factor: it will be a function of who controls the AI chip fabrication. The factories that make the AI chips, who controls them? That is where the real power lies. If those facilities are controlled, if more of them are controlled by China, then China will win the future of AI.

Right now, almost all the advanced AI chip factories, they call them fabs, are located in Taiwan. That immense concentration of manufacturing creates a massive vulnerability for the rest of the globe. If China invades Taiwan, what happens to the world? Well, if they were to invade in the near term, the entire world would essentially be cut off from advanced AI chips overnight. Everything would grind to a halt.

Currently, one hundred percent of advanced AI chips are made in Taiwan. We are relying entirely on a single location for the critical hardware that will define the next era of human technology and military dominance. Bringing that manufacturing power back home and securing our own supply chain is absolutely essential for national security, and the harsh reality is that we are simply not doing enough to prepare.

[Secretary Sean Duffy @SecDuffy]

🚨 Are you ready to ditch your steering-wheel? ⁉️

We just held the first-ever National AV Safety Forum at DOT HQ @NHTSAgov

We’re cutting red tape ❌ and empowering our innovators to build big, beautiful, AMERICAN-made AVs 🚘

THE FUTURE IS MADE IN THE USA🇺🇸

[Luca Greco @lucagrecoita]

Tesla makes Cybertruck Gigacastings with 6,000T machines while everyone else needs 9,000T - here's how 💡

The industry standard for large structural Gigacastings is 9,000-ton machines.

Tesla does it with 6,000 tons. That's 30% smaller with proportionally lower capital expenditure per machine.

How?

Tesla evolved its process to conformal cooling, with complex simulations and advanced cooling equipment they can cool down hot spots rapidly and evenly with the rest of the castings.

This accelerates solidification, improves microstructure, and reduces cycle time, getting more castings out of the same machine.

Add to that:

-> Advanced software controlling every parameter
-> Optimized runner and gate design
-> Years of process iteration since 2020

Better casting quality. Smaller machine. Lower CAPEX.

Tesla's manufacturing advantage isn't just about having Giga Presses. It's about knowing how to run them and creating a dedicated team to do everything in house.

❌ Don't leave your insights to chance with the X algorithm

✅ Subscribe for free to my weekly newsletter about all things Gigacasting and magnesium Thixomolding: https://t.co/dNqB8sgbXo 📩

[IVAN LA MOLE @lamolechida]

Cuando dices que hago aquí con -55 mil pesos yo debería estar en mi casa

[Scott Adams @ScottAdamsSays]

A Final Message From Scott Adams

[Aravind Srinivas @AravSrinivas]

Comet Android early user putting it inside Meta Quest 3 and have the agent coding on Replit while golfing

[Blake Scholl 🛫 @bscholl]

If you insert enough socialism in capitalism but keep calling it capitalism, people get fed up with the problems socialism causes but blame capitalism and then turn socialist.