Tom

happy to be here

[Citrini @citrini]

AI is super exciting, but there’s still a whole market out there that’s getting less attention because of it.

We took a detour from bottlenecks and data centers to find the best setups that have nothing to do with artificial intelligence:

https://t.co/TdXJYQ6dDF

[Tom @illiquid_mo]

@ERCboxoffice All due respect to James Gunn + Milly Alcock... but Supergirl being a box office dud is the least surprising development of the year

[Archive @archivebycosmos]

Austin Bell spent the last 5 years photographing every basketball court in NYC.

[Overheard on Wall Street @OHWallStreet]

Bros really capped private credit redemptions and bought an NBA team

[INVESTMENT HULK @INVESTMENTSHULK]

THE FIFA WORLD CUP IS MAGIC.

ALL THESE EUROPEANS ARE SEEING FOR THEMSELVES THAT THE UNITED STATES IS AN INCREDIBLE PLACE.

AND ALL THE AMERICANS ARE SEEING HOW AWESOME IT IS ABANDON EMPLOYMENT TO BUM AROUND DRUNK WATCHING LIVE SPORTS FOR THREE MONTHS STRAIGHT.

[Tom @illiquid_mo]

@FrontRowBrian Petco is an unreal ballpark

[Zephyr @zephyr_z9]

GOAT

[Tom @illiquid_mo]

@elonmusk @karpathy @kuroke01 @gallabytes

[CBS Evening News with Tony Dokoupil @CBSEveningNews]

Thousands of World Cup tourists are falling in love with the things Americans might take for granted – having a blast experiencing what the U.S. has to offer.

[Ev El Campeón @EvDoWork]

Draymond , Kenny and Chuck did a hell of a job selling the atmosphere.

[Tom @illiquid_mo]

The graph of all graphs:

[Tom @illiquid_mo]

Wealth effect beneficiaries:

- Luxury watches
- Handbags
- Costco Memberships

[Trung Phan @TrungTPhan]

went on Reddit to find post about Wendy’s and also found an incredible bull thesis for Costco

[Tom @illiquid_mo]

@JCOviedo6 not so fast my friend!

[Tom @illiquid_mo]

@Polymarket Did you have to add the decimal points

[Tom @illiquid_mo]

@drjoshcsimmons @tbpn @garyvee Agreed but what's ironic is that these kinds of events will almost exclusively be discovered by AI recommendation engines (Instagram, TikTok, YouTube, etc)

[Tom @illiquid_mo]

@JulianWaller this goes hard

[Tom @illiquid_mo]

AI is the "sexier" read on this partnership but also easy to forget that 'Backrooms' was made by a YouTuber.

I suspect this is as much about distribution for YT creators as it is about AI research.

[Tom @illiquid_mo]

@conorsen Long live Equities in Dallas

[Tom @illiquid_mo]

@junkbondanalyst @the_P_God H&H or Bagel Shop on UES

[Positively Knicks @PositiveKnicks]

Photographer Austin Bell has captured 1,441 courts throughout NYC. This is just a sample of the ones with the Parks Department leaf logo at center court. Mesmerizing.