DividendMillennial@DividendMil

[Jesse Arm @Jesse_Leg]

We love New York. We love the free market. And we're very worried.

Vive la résistance.

@nytimes profile of @reihan and the @ManhattanInst:
https://t.co/hXjtpjqrK0

[Neeraj Bansal @neeraj343]

90 days until we find out if we are going to San Francisco.

And it just got a lot more real, because today, @Bspokeaistylist is In Review at @ycombinator Fall 2026.

I have been building since 2024, back when it was just a problem I could not stop thinking about and no proof it would become anything. I pivoted. More than once.

And BeSpoke AI Stylist is what came out of all of that. Everything before has taught me something I needed to know before I could build something people actually want.

We are building this regardless of what the outcome is. But if the answer is yes, then our next few months will be us going on the rocketship that takes BeSpoke to the world.

90 days left on the clock. Good luck to everyone applying this batch.

@AyomitideOaj

[Capricor Therapeutics @Capricor]

We're pleased to share that @TheLancet has published results from Capricor's Phase 3 HOPE-3 trial evaluating Deramiocel in #Duchenne muscular dystrophy.

The independent peer-reviewed publication validates the trial's design, statistical methodology and findings. HOPE-3 met its primary endpoint, with Deramiocel slowing upper limb function decline by 54 percent versus placebo (PUL 2.0, p=0.03) and demonstrating a clinically meaningful cardiac benefit.

Read more here: https://t.co/WPBkXv0Ws9

We are grateful to the patients, families, investigators and study teams who made this research possible.

[Cole @StockOptionCole]

Leopold Aschenbrenner this month

[Angelina Rascouët @arascouet]

77 year-old Bernard Arnault officially joins X. Not Instagram, not Tiktok, not Threads. The global town square.

[Jonah Lupton @JonahLupton]

I'm re-reading this 58-page Morgan Stanley data center report and here's one comment that stands out (copy & pasted)...

Statements from key AI players indicate a growth rate in compute demand higher than
our projections.

In November, a Google exec stated that the company likely needs to double compute every 6 months, with a result of 1,000x in 5 years... doubling every 6 months would in fact result in ~1,000x compute within 5 years.

To put this growth rate in perspective, in 2025-2028, our projected CAGR in compute sold by NVIDIA is ~210% per year; extrapolated over a 5-year period to line up with the Google statement, in 5 years the compute accumulated would be ~300x rather than Google's >1,000x.

[Syed Z. Ali @sza_jhcyto]

"Sometimes the most beautiful images under the microscope aren't the diagnosis - they're a reminder that even the smallest structures can create breathtaking landscapes" (mucin from a synovial cyst, FNA)

[Andrew Schmitt @aschmitt]

I think I found my contra. So much wrong here.

Anyone saying 1.6T doesn't ramp until 2028 is not informed with actual industry activity.

NPO has been around for a decade and sucks at winning. Meanwhile the two biggest suppliers are all in on CPO.

And I can get a date with Anne Hathaway "as long as I can execute."

[Sam ⚔️ Financial Samurai @financialsamura]

So you think earning $408,000 a year is a lot of money?

After working 50+ hours a week, being stressed out of your mind, and barely seeing your kids, it might not be the dream income you imagined.

Look how quickly the money goes. $1/month left over.

What would you cut?

[Tech Fund @techfund1]

Macro guys were already saying in 2016 that tech is in a bubble based on a stretched CAPE ratio

Guys, don't use earnings from 10 year ago when valuing growth stocks like $GOOGL $MSFT $AMZN $NVDA etc. Obviously, this is fairly retarted.

No wonder your "CAPE ratio is peaking"

[Ole Peters @ole_b_peters]

Thankfully, I had not read William Poundstone's 2005 edition of Fortune's Formula when I started working on ergodicity economics. I had no idea that the Kelly criterion was in any way controversial. It's ergodicity economics applied to the leverage problem in the special case of long-term multiplicative dynamics.

I'm quite sure I would have turned away if I'd known how much pushback there had been against Kelly's work.

Of course, my own work sees Kelly as the tip of an iceberg, a special case, and the general solution suggests a different conceptual space in which the foundations of economic theory are most naturally laid.

No wonder, then, that the pushback I received myself was as vicious as it was uninformed. It was only with the help of brilliant mentors and supporters -- many from the Santa Fe Institute community -- that I managed to stay the course, run and fund my institute, publish `An Introduction to Ergodicity Economics,' and help and witness the emergence of this amazing new scientific discipline.

What triggered this tweet?
On Friday I received my copy of the 20th-anniversary edition of Fortune's Formula, and it has a new ending, which is really a beginning. A first history of the rise of ergodicity economics, concluding: "With ergodicity economics in particular, SFI achieved an interdisciplinary synthesis as audacious as anything Gell-Mann had envisioned."

[WTCM @WTCM3]

expectations investing $ISRG edition

[J Mintzmyer @mintzmyer]

$KOS should be trading $4.00+ today with current spot and futures curves. If Q2 results and guidance are solid in a few weeks and oil is $90+, then $KOS could be over $5/sh…

[Rosanna Prestia, MBA @RosannaInvests]

🚨 Two >20% drawdowns in 32 months reads scary until you check the historical pattern.

The 90s cycle paid roughly one 20% correction per year for five years and still finished 11x from the blow-off. 1998 and 2024 ran the same script: violent flush, leverage cleared, trend intact. ✅

Drawdowns like these are not interruptions of a secular run. They are its maintenance schedule. ✅

Held lightly, analogs get picked because they fit. The map lives or dies on capex, and the reports have begun. ✅

[Tim Pool @Timcast]

HOLY SHIT

Trump says intel shows China paid US journalists to write negative stories about the Trump administration

[Marlowe Morrison @Marlowe138881]

In a rare moment of international cooperation, the United States and Russia have once again reached for the stars—together. 🚀
US and Russian astronauts successfully launched into orbit on a joint space mission, proving that even during global tensions, science and space exploration can unite nations. 🌍✨
One mission. One crew. One giant step for international collaboration.
Follow for more global news and fascinating facts! 🌎🚀

[WallStTitan @BullMarketBoss]

Top of the morning ☕️📈

Peter Lynch said “The person that turns over the most rocks wins the game.”

Great investments are rarely found by accident.

Research creates conviction. Conviction creates patience. Patience creates wealth.

Stay bullish 🤝

[Paul Steele aka BaldHiker @paul_steele]

Out with the boys.....

[DividendMillennial@DividendMil @ghvance]

@xyele2003 @NICOLASYANGX 上个月跟着你挣了50k美金，接下来你的看法是什么

[DividendMillennial@DividendMil @ghvance]

@GamerCaruz32682 @aleabitoreddit I made $50,000 USD following your lead last month—thank you very much.