Your good - I’m an adult i don’t full port ape into trades. I’ve got good portfolio construction with indexed funds and some single stock long term winners then see what I like from your thesis and small percentage goes there if I like the idea. I don’t have time to scrub the market for pre profitable companies with stories for the side bets
@RealMattMoney Haven’t seen it yet
You’re my research quant. Keep finding me gems I’m out here trying to fix the housing crisis out west. Don’t have time, so I defer my research to Matt money
@gurgavin I’ll take the other side of the trade - long $NVDA
Don’t find advertising dollars from startups to page rank on yahoo to be the same revenue as hyper scalers pouring billions for capacity and llm iterations and fsd
@farzyness Robots will add margin to someone. Whether it’s the robot labor broker or the builder, they are going to pick those extra dollars up- nobody is selling it less on new
@SenWarren The stock trading is the least corrupt thing you guys do
At least then you’re putting your money to work otherwise you’re just signing checks to people that you like giving contracts to people that you want with my money
just want to remind everyone that essentially the whole economy is running on data center build out right now. Backlog for most construction companies is tangentially related to data centers as private development has dried up due to the overborrowing by government causing rates to rise
@MaxHeadyUtah What’s your problem with them. Put them far away, make them generate their own power and what’s the harm? Private property rights are the most American thing ever
@kaizen000000000 This is a bit short of a full video - the dna is produced because half comes from mom and half from dad. Those combinations can be infinite and depend on what fertilizes what egg. There are different combinations that would occur and each new conception is unique dna