Nick

Sharing thoughts not investment advice.

[jinjingliang @JinjingLiang]

@AnthropicAI The state of things:

[Nick @hudsn34]

@botorborger 🤝

[Jakster @CrownedJakster]

@sama

[BuccoCapital Bloke @buccocapital]

I’m so damn sick of people talking about the death of knowledge work. This is busy work.

We will all become more efficient and focus on better shit than *checks post*…manually documenting the price of every home in San Francisco

[John Trades MBA @JPATrades]

Me in 2004: Playing Pokemon Fire Red and listening to my dad give me updates on the Iraq War

Me in 2026: Playing Pokemon Fire Red and listening to my dad give me updates on the Iraq War

Time is a circle

[Nick @hudsn34]

This trend is just getting started.

[Nick @hudsn34]

Volatility Laundering

[junkbondinvestor @junkbondinvest]

This is the chart they show retail before the gates go up.

[Nick @hudsn34]

These are awesome

[Detroit Tigers @tigers]

On with The Show.

[Ben Carlson @awealthofcs]

Since the start of 2025:

S&P 500 +19.5%

European stocks +45.3%

Emerging markets +50.8%

Asian stocks +55.9%

[Nick @hudsn34]

Never understood how guys like this weren’t in jail already

[The Wall Street Journal @WSJ]

Tai Lopez told followers they could get rich investing in RadioShack and other dying retailers. Investors say they were swindled. https://t.co/Mg1Daog9PA

[Derek Thompson @DKThomp]

for me the odds that AI is a bubble declined significantly in the last 3 weeks and the odds that we’re actually quite under-built for the necessary levels of inference/usage went significantly up in that period

basically I think AI is going to become the home screen of a ludicrously high percentage of white collar workers in the next two years and parallel agents will be deployed in the battlefield of knowledge work at downright Soviet levels

[Jim Bianco @biancoresearch]

Businesses are built on providing the lowest cost, highest quality, products they can, and doing this in a competitive environment.

If they elect to keep their highest cost legacy systems, that also limit productivity, due to their inflexibility (relative to an AI Agent), they risk become a former business.

[Meb Faber @MebFaber]

Investing quote of the day:

[Morgan Housel @morganhousel]

@philippilk if you measure gold in Nvidia call options it has collapsed

[Nick @hudsn34]

This is crazy

[The Compound @TheCompoundNews]

iPad Revenue > AMD Revenue

@michaelbatnick @awealthofcs
⏯️https://t.co/2mQpcZG1VL

[The Compound @TheCompoundNews]

iPad Revenue > AMD Revenue

@michaelbatnick @awealthofcs
⏯️https://t.co/2mQpcZG1VL

[Eddy Elfenbein @EddyElfenbein]

Gold is mentioned in the bible 400 times. Value stocks, not once.

[Connor Griffin @RealCGriff]

On this day in 2016, the Cavaliers pulled off the 3-1 comeback and Game of Thrones released The Battle of the Bastards. What an insane combo.

[Nick @hudsn34]

Javy for MVP

[Dan Dickerson Calls📞 @dannydHRs]

JAVY BAEZ WALK OFF WINNER! Dan Dickerson on the call #RepDetroit