A billionaire went on stage and explained in 42 minutes how the entire economy works. for free. Wall Street spent the next decade pretending nobody saw it.
he didn't sell a course. he didn't plug a fund. he stood at a whiteboard and drew three lines that explain every crash, every recovery, and every rate decision since 1929.
MBA programs charge $200,000 to teach frameworks he covered in the first 15 minutes. six of the models he drew on that board are still classified as proprietary at three major banks. he gave them away on YouTube.
the part nobody talks about: he predicted exactly what happened in 2020, two years before it played out. interest rates hitting zero, the central bank running out of tools, the money printer. he drew it on a whiteboard in 2018 like he was reading tomorrow's newspaper.
a portfolio manager at a top-five firm told me every new analyst on his desk watches this before they're allowed to open a terminal. not the CFA prep. not the internal training. this one lecture.
40 million people have seen it. almost none of them can name the three forces he draws in the first ten minutes.
it is still free.
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
https://t.co/AUKzoQ5Ikb
Peak Life For Men:
- Find a Wife
- Focus on Daily Prayer
- Don't Scroll Online
- Touch Grass Every Day
- Have Family Dinners
- Make Money Online
- Spend Less Than You Make
- Build a Personal Brand
- Go To The Gym Often
- Get Good at Sports
- Play Videogames w Friends
Sam Altman:
"We're going to see 10-person billion-dollar companies pretty soon."
"If I were 22 right now, I'd feel like the luckiest kid in history."
Most people will read this, feel inspired for 3 minutes, and go back to what they were doing.
The ones who act will build a one-person company this weekend.
One tool. Claude Cowork. Full operation.
This is the exact playbook ↓
JENSEN HUANG, CEO OF NVIDIA, IS TELLING YOU WHERE THE AI MONEY IS FLOWING.
NVIDIA HAS DEPLOYED OVER $45 BILLION INTO JUST 8 COMPANIES.
HERE'S WHERE THE MOST IMPORTANT COMPANY IN AI IS PLACING ITS BETS:
• OPENAI — $30 BILLION
• CORNING (GLW) — $3.2 BILLION
• IREN — $2.1 BILLION
• MARVELL (MRVL) — $2 BILLION
• LUMENTUM (LITE) — $2 BILLION
• COHERENT (COHR) — $2 BILLION
• COREWEAVE (CRWV) — $2 BILLION
• NEBIUS (NBIS) — $2 BILLION
FOLLOW THE CAPITAL.
Nvidia, $NVDA, CEO Jensen Huang has said that the global tech stocks selloff that began last week a buying opportunity, saying the buildout of AI has just begun
George Soros taught Ron Baron one lesson that made him $20 billion
"if you have identified and done the work on a business that can grow tremendously - you can't own enough of the greatest idea you've ever had"
Baron put $400 million into Tesla and made $7 billion - then put $2 billion into SpaceX and made $13 billion - 54% compounded per year for 9 years
he just placed a $1 billion order at the SpaceX IPO - "I'm 83 years old - I can't imagine ever selling a single share in my lifetime"
bookmark and watch it today ↓
Stanley Druckenmiller averaged 30% a year for 30 years without a single losing year
Paul Tudor Jones asked him on stage what made him different from everyone else - his answer: size
"I put 350% long into one bond trade - 200 to 300% of my fund into a single currency - put all your eggs in one basket and watch the basket carefully"
"I've never used a stop loss in 40 years - I exit when the reason I bought changes, not when the price is down"
"the world changed on 9/11, the world changed when the wall came down, the world changed election night - these moments set in place two to four-year trends you can play"
bookmark and watch it today ↓
Mark Cuban explains how to launch a company without raising a single dollar:
Cuban argues that the vast majority of small businesses can get off the ground without any outside capital at all.
"Most businesses, I'd say at least 90, if not 95% or more percentage of small businesses, startups can start without raising any capital at all. You just use sweat equity."
His advice is to start lean:
"You just have to try to start smarter, smaller."
But Cuban is honest that the early stage isn't glamorous. The real challenge, he explains, comes down to a tension between paying your bills and building something of your own.
"The hard part for most people is that tradeoff between do I keep my job or how do I start a company when I have a job? I worked as a bartender at night."
@mcuban continues:
"Whatever you have to do, that's part of being an entrepreneur. So if you have to work on weekends, you have to Uber at night, Uber on weekends so you have some income coming in so you can work on your... company, or you work your regular job during the week and at night and weekends, that's when you work on your startup."
For Cuban, this is actually the good news, because it means the door is open to anyone willing to put in the hours:
"Anybody can be an entrepreneur if they're willing to work their ass off 24 hours. That's what it takes."
He sums it up with a line that captures the whole philosophy:
"Entrepreneurs work 80 hours so they don't have to work 40."
🚨CONFIRMED: White House Sources Tell Alex Jones That Trump Did EXPLODE At Netanyahu Yesterday & Say "You're F**king Crazy!"
This Means That The President Is Moving Away From Continuing This War- We Gotta Keep Putting Pressure On Him To Stop It!
"But This Isn't About Trump, It's About Civilians Being Killed & The World Economy!"
WATCH ALEX JONES LIVE:
https://t.co/c0Ax6PPB77
This is Anton Kreil.
A kid from Liverpool, raised by a single mom with no money, who walked into Goldman Sachs at 20 and walked out of Wall Street at 28 with the kind of resume nobody believes is real.
His prop book at Goldman grew from $25M to over $400M in four years.
Lehman headhunted him in 2004.
JP Morgan paid him a fortune to run their global pharma, biotech, and chemicals trading franchises in 2006.
He retired in May 2007, months before the entire system blew up.
The 16 minutes below is the closest thing I've seen to an actual trader explaining how he thinks.
No fluff, no charts, just the framework that made three of the biggest banks on Wall Street fight to hire him.
Grant Cardone breaks down how to make $83,000/month with AI consulting👀
$8,300/month x 10 Clients = $996,000/year
"I would have 10 clients, each pay me $8,000. To go in and push all their AI, all their programs, I'd probably bring three AI platforms into the company, figure out three or four different projects they want me to handle.
I wouldn't be on their healthcare, wouldn't be on their payroll, they'd pay me an $8,000 consulting fee. I'd make a million dollars in year one. $83,000 a month. 10 people, $8,300 each."
The $NVDA CEO has been literally telling you what to buy…
In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU at $86 & is now up 770%
Jensen is now calling for these 3 companies to squeeze in 2026:
$NOW at $90
$CRWV at $114
$IREN at $60
These names are most likely the next 10x setups.
Don’t miss out…
Alex Hormozi reveals why increasing annual profit from $3,000,000 to $8,000,000 could increase a company's valuation from $12,000,000 to $100,000,000 🤯
“If you have a business that is doing, call it $3,000,000 in profit, and you can make a handful of tweaks and get it from $3,000,000 to $8,000,000... The $3,000,000 profit business might be worth $12,000,000, maybe.
The $8,000,000 profit business can probably get somewhere between like $80,000,000 and $100,000,000 on a sale.
You have a huge multiplier effect that increases once you get above about $5,000,000 in profit, and especially as you approach $10,000,000, where you now become a target for institutional-grade investors.
Because they have to put to work hundreds of millions of dollars, and sothey basically become the customer of buying the product, which is the business that you created.”
10 years ago, AMD was trading at $2 and up 21500% now.
AMD was losing money, but their technology was powerful.
20 stocks with same set-up as AMD (price target 1 year from now):
1. $SMCI (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70
2. $APLD (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120
3. $VIAV (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200
4. $SOUN (~$9) Conversational AI agents handling drive-thrus, healthcare, and enterprises at scale. PT: $30
5. $DOCN (~$161) Inference cloud for AI startups saving 15% vs AWS — 254% ARR growth. PT: $600
6. $FORM (~$150) Advanced probe cards that test every AI chip before it ships from the fab. PT: $400
7. $AEHR (~$96) Burns-in and stress-tests silicon carbide and AI chips before deployment. PT: $225
8. $ACMR (~$55) Wet cleaning tools that remove nanoscale contaminants from every AI wafer. PT: $160
9. $POWI (~$78) Power conversion chips cutting energy waste inside every AI server. PT: $210
10. $WOLF (~$43) Silicon carbide wafers enabling more efficient power delivery for AI data centers. PT: $100
11. $AMBA (~$75) Edge AI inference chips for surveillance, autonomous vehicles, and robotics. PT: $120
12. $SLAB (~$220) Mixed-signal chips connecting the sensors and IoT devices in every AI edge system. PT: $600
13. $MKSI (~$300) Gas and power delivery systems used inside every AI semiconductor fab. PT: $600
14. $OSIS (~$240) AI-powered inspection systems securing airports, ports, and critical infrastructure. PT: $400
15. $KOPN (~$5) Microdisplay chips for AR/VR headsets running AI at the edge. PT: $12
16. $MAPS (~$1) Maps and spatial data powering AI navigation and autonomous vehicle systems. PT: $2
17. $IONQ (~$54) Quantum computing hardware that will run AI workloads beyond classical chip limits. PT: $200
18. $AUR (~$7) Autonomous trucking AI hitting commercial launch across U.S. freight lanes. PT: $22
19. $SERV (~$10) Sidewalk delivery robots bringing AI physical autonomy to last-mile logistics. PT: $25
20. $BBAI (~$4) AI decisioning software for defense and intelligence agencies at classified scale. PT: $12
My favorite 4 are AUR, APLD, IONQ, SERV. Especially if the world becomes more automated with robots and self-driving.
The simplest way to get rich is, first get your product seen with a viral social media post. And then retarget everyone who viewed it with a paid ad. I figured this out around 2009 and it’s never stopped working.