You will outgrow people who only love the version of you that serves them. Let them go without guilt. Growth is not betrayal; it is survival. The right people will celebrate your changes, not mourn the past self they preferred because she was easier to control.βΊπ₯΄π³
πRest is not laziness; it is essential recovery. Allow your mind and body the downtime they need to perform at their best. Sustainable progress requires balanced cycles of effort and restoration. Honor your need for genuine rest.ππΌ
A well-tended garden rewards patience more than speed. Seeds take time, weeds appear without invitation, and weather refuses to cooperate. Yet the slow unfolding of growth teaches resilience and the quiet joy of nurturing life beyond yourself.π₯Ώ
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Simplify wherever possible. Complexity often masquerades as importance. Focus on the few actions that actually move the needle. Eliminate the rest. Clarity and results both improve when you stop trying to do everything at once.β
Mark Cuban thinks the AI data center boom might be way overhyped. Says we could end up with a ton of empty buildings, maybe even turning into pickleball courts someday. π
Navitas $NVTS just dropped Q2 results
β’ Revenue $10.5M, up 22% from last quarter but down from $14.5M last year as they move away from mobile
β’ Gross margin at 39.5%
β’ GAAP net loss $228.2M, mostly from a $203.1M non-cash charge
β’ Non-GAAP net loss $9.3M
β’ Cash now
Every position is green today. Not a single one in the red.
Any of our 3,559 members can back that up.
I even opened a new position today. Members already know which one.
π https://t.co/PSwfRYPq0A
CXMT just became the biggest public Chinese company π¨π³
It's now the 24th biggest in the world, worth more than Intel
22 Exxon $651B
23 J&J $635B
24 CXMT $514B
25 Tencent $500B
26 Mastercard $477B
27 Intel $466B