Politicians:
D on't
E ver
B elieve
T hem
When you're born, you look like your parents. When you die, you look like your decisions. Paperboy, Fairborn DH.
A guy calls his broker and asks about egg futures.
Broker says they’re at 25 cents.
Guy says, “Alright, buy me 100 contracts.”
A week later he calls again.
Broker says, “Good call. They’re at 35 cents now.”
Guy gets excited and buys 1,000 more.
Few days later, he calls again. Eggs are at 50 cents.
Now he thinks he’s a genius, so he buys 100,000 contracts.
Next day they’re at 65 cents. He buys a million.
Then they’re at 95 cents. He buys another million.
Then $1.25. He buys another million.
Next day, eggs are trading at $1.75.
He finally thinks, alright, this is probably enough. Time to take profit.
So he tells his broker, “Sell 2 million contracts.”
After a long silence, broker finally says:
“Sell to who? You’re the egg guy.”
JENSEN HUANG SOLD A $249 AI COMPUTER ON STAGE THAT KILLS YOUR $200/MONTH OPENAI BILL. THE VIDEO HAS 217,000 LIKES
the box is called the jetson orin nano super. 70 trillion ai operations per second, 25 watts, smaller than a wallet. it runs llama 3, mistral, gemma and deepseek locally with no api fees and no data leaving your house
a developer running automations and coding assistants pays $200 a month to openai. the same workload on this box costs $2 a month in electricity and breaks even on the hardware in 10 weeks
you install ollama with one command. change one line in your code. point it at localhost instead of openai. everything else works identically
7 billion parameter models handle 80% of what people use chatgpt for. summarization, drafting, coding, document q&a, automation pipelines. the hard 20% you keep claude or gpt for. total monthly cost drops from $200 to $22
cloud subscriptions keep getting more expensive and rate limits keep getting tighter. the people who set this up in 2025 are going to look very smart in 2027
bookmark this and read the article below
Yıllar sonra yine aynı cümleyi kurmamak için yazıyorum
“Keşke zamanında Apple, Amazon, Nvidia’yı görseydik…”
Bu cümleyi kurdugunuza pişmansanız bu tweeti okuyun.
Çünkü önümüzdeki 10 yılın hikâyesi net yapay zekâ ve savunma teknolojileri.
Geçen yıl 5–6 dolar seviyesindeyken $SKYT ve $PLTR için aynı şeyi söylemiştim.
Bugün yine söylüyorum
Bazı hisseler şimdiden yolun başında 10x yaptı bile.
Bazıları ise hâlâ kimsenin dikkat etmediği yerde duruyor.
Ama hikâye aynı
Büyük hareketler, kimsenin henüz inanmadığı yerden başlar.
Benim yakından takip ettiğim bir liste bu.
Kendi analizimde kullandığım, ara ara grafiklerini de paylaşacağım.
Bu tweeti çıktı alın asın duvarınıza.
Kaydedin veya kendi sayfanızda paylaşın ama kaybetmeyin.
$PLTR- Savunma Sanayii Yapay Zeka Analitik Lideri
$RKLB- Küçük Uydu Fırlatma Lideri
$NBIS- Yapay Zeka Bulut Altyapısı Lideri
$IONQ- Kuantum Bilişim (Tuzaklanmış İyon) Lideri
$MRVL- Silikon Fotonik Lideri
$BE Yapay Zeka Veri Merkezi Enerji Lideri
$SATL- Dünya Gözlem Uydusu Lideri
$LMN- Yapay Zeka Sigorta Platformu Lideri
$AMPX- Silikon Anot Batarya Lideri
$STX- Yapay Zeka Veri Depolama Lideri
$ONDS- Hava İstihbaratı ve Otonom Drone Savunma Lideri
$CRDO- Yüksek Hızlı Bağlantı Lideri
$IREN- Yapay Zeka Veri Merkezi Lideri
$TE- Solar PV Modül Lideri
$ALAB- Yapay Zeka Bağlantı Yarı İletken Lideri
$PL- Günlük Dünya Görüntüleme Lideri
$LWLG- Elektro-Optik Polimer Lideri
$CIFR- Yüksek Performanslı Hesaplama (HPC) Veri Merkezi Lideri
$EOSE- Çinko Batarya Depolama Lideri
$AAOI- Optik Alıcı-Verici Lideri
$FLY- Dinamik Uzay Fırlatma Lideri
$LITE- Fotonik Bileşenler Lideri
$OSS- Dayanıklı Uç Bilişim (Edge Computing) Lideri
$LPTH- Hassas Optik Lideri
$AXTI- Yarı İletken Malzeme Lideri
$SIVE - Ağlar için çipler
Favorim ve yatırım yaptıgım $SIVE şuanda 2x geçti.
I’d loved to have been in the morning @espn@SportsCenter production meeting.
“Hey did you guys see the Indy 500 finish? Amazing last lap! We’ve got to put that #1 in the Top 10”
“I don’t know. I’ve got 2 English soccer highlights, a women’s lacrosse goal & an ultimate frisbee catch. Indy 500 probably won’t make it”
Your program is a joke.
The entire Lower 48 U.S. grid peaks at roughly 759 GW.
Texas alone has reportedly received ~440 GW of interconnection requests.
That is the scale of the AI/data center power boom.
There's a way to legally pay $0 income tax on $200,000 of your retirement money.
It's been law since 2010. Almost nobody uses it because it requires planning 5 years ahead.
My students who started in 2018 are retiring tax-free at 45 right now…
Most people have no idea what's happening with retirement taxes in 2026.
Your traditional 401(k) is taxed when you take it out. Your Roth IRA is tax-free when you take it out. The IRS lets you move money from traditional to Roth at any time, with no income limit. The move (called a "conversion") is taxed in the year you do it.
If you do the conversion in a low-income year (sabbatical, between jobs, business loss year, early retirement), you pay almost nothing in taxes. Then after a 5-year wait, the converted amount can be withdrawn tax-free even before age 59.5.
This is the Roth conversion ladder. It's been law since 2010. Almost nobody uses it because the strategy requires a 5-year planning horizon and one 14-minute calculation.
The fastest way to keep $150-300K of your retirement money out of IRS hands is the 5-step ladder.
I designed this after watching my parents pay $87K in retirement taxes that could have been $0 with 5 years of planning. Their advisor didn't tell them. Their CPA didn't tell them. Total time to set up: 90 minutes one time + 30 minutes a year.
Move 1. Calculate your low-income year capacity. Look at your annual income. Subtract the standard deduction ($29,200 married, $14,600 single). The remainder is your tax bracket capacity.
If you're in a sabbatical, between jobs, or running a low-margin small business, you can convert $40-100K a year at 12-22% federal rate. Otherwise the regular conversion windows happen post-retirement before social security kicks in.
Move 2. Open a Roth IRA at vanguard, fidelity, or schwab. You don't need new money. The conversion moves existing traditional IRA / 401(k) rollover funds INTO the Roth.
Move 3. Convert in $30-80K tranches in low-income years. Pay the tax with non-retirement money (checking, brokerage savings). Never pay the conversion tax with retirement funds — that gets taxed AND penalized.
Move 4. Set the 5-year clock per conversion. Each conversion has its own 5-year clock. Convert in 2026 → tax-free withdrawal in 2031. Convert in 2027 → tax-free in 2032.
Move 5. Build the ladder over 7 years. Convert $50-80K every year for 7 years. By year 8 you have $400-560K of Roth seasoned and accessible. Plus tax-free growth on every dollar inside.
The asymmetry nobody talks about.
Default path: leave traditional 401(k) alone. Withdraw at 65. Pay 24-32% federal + state on every dollar. On $1M traditional balance: $280-360K to the IRS over retirement.
Tax-efficient mutual fund path: pay 1% to the advisor + 0.45% expense ratio. Save 8-12% of the tax bill. $250-330K still owed.
Roth ladder path: convert in low-income years. Pay 12-22% on conversions. After 5-year seasoning, withdraw tax-free. On $1M traditional: $80-150K total tax. Save $130-210K vs default.
i ran the ladder for myself starting in 2018. I converted $73K in my first sabbatical year and $51K the second. Tax-free withdrawal window opened in 2023.
8,000 of my goat academy students are running the ladder with me. Combined estimated lifetime tax savings: $1.6 billion.
The 2026 budget reconciliation could close this loophole. Window: 6-18 months before potential changes.
I'll probably regret posting this. Once the IRS sees retail running this in volume, they'll flag it for audit emphasis.
(the IRS gives you a 5-year tax-free ladder buried in publication 590. your CPA never mentioned it. your advisor never mentioned it. your fidelity rep never mentioned it. nobody mentioned it because nobody gets paid when you keep your own money. you do.)
This is my once in a lifetime FREE webinar.
I'm walking through the exact Roth conversion ladder live. Plus the low-income-year calculator, the conversion-amount sizing sheet, and the 5-year withdrawal calendar.
Things your CPA will never volunteer because optimizing your tax bill takes time off his billable rate.
Limited spots. Link in comments: https://t.co/1j7Dmb4qHR
Like I said, nobody shares more real alpha on X than I do. If you're not following me by now, that's on you.
$DDOG calls +1,500%
$DELL calls +750%
$INTC calls +1,300%
$MRAM calls +1,800%
$MU calls +1,000%
$NET calls +200%
$QCOM calls +450%
$SNDK calls +500%
$TSLA calls +500%
+ many more.
All shared in real time, with reasoning behind the trade.
If you pitched this as a screenplay every studio would reject it for being too on-the-nose.
A 73-year-old architect walks to confession in 1926 and gets hit by a tram on the Gran Via in Barcelona. He's mistaken for a vagrant because of his worn clothes and left at a pauper's hospital. He dies three days later. His name is Antoni Gaudí. The cathedral he leaves behind is less than a quarter complete. The plans to finish it sit in his workshop as plaster models and detailed drawings.
Ten years after his death, in July 1936, FAI anarchists break into that workshop. They smash the plaster models. They burn the archive of drawings and calculations. They pry open Gaudí's tomb. For the next 50 years, architects piece together a destroyed playbook from photographs and broken plaster fragments.
The geometry was the real problem. Gaudí designed the church using upside-down hanging-chain models because the math for hyperboloid intersections did not yet exist on paper. He had solved it physically. Computers finally caught up to him in the 1980s. By 2010 the project was 50% complete. By 2015 stone elements that took months to hand-carve were being modelled digitally and machine-cut in days.
Now the kicker. The building is funded entirely by people paying admission to see scaffolding. €134.5 million of income in 2025, all private, none of it from the Spanish state or the Vatican. About 4.7 million tourists a year buying €26 tickets to watch a cathedral get built. The unfinished state was the product.
On June 10, 2026, exactly 100 years to the day after Gaudí died, the cross goes up on the Tower of Jesus Christ. 144 years from groundbreaking. 172.5 meters tall. The tallest church building in the world, beating Ulm Minster, which took 513 years.
When asked why his project was taking so long, Gaudí said one thing: "My client is not in a hurry."
Turns out neither was he.
A sports analytics guy at MIT DM'd me after my last post
"NBA stat models need 10 years of play-by-play data. you're telling me Claude does it from one weekend of prompts?"
i told him Claude doesn't model games. it models markets.
the Lakers don't need to be predicted. the Polymarket contract on the Lakers does.
when the market is at 62% and my detector says 78%, that's the edge. i never touch the game itself.
3,000+ stars. open source framework.
one prompt. 48 hours. 8 detectors running on every sports contract live.
last 14 days across NBA playoffs:
> 62 contracts entered
> 49 winners
> +$6,217 net
he replied once: "so you arbitraged fan emotion"
exactly.
fan emotion is a price signal. the market underweights blowouts and overweights narrative. my bot only reads the first one.
+$31,447 lifetime. 9 weeks. $1,600 seed.
To get it:
1. Comment the word 'Claude'
2. Like and Retweet this post
3. Follow me @marryevan999
Claude Trading Folder
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