LFRG

[NoLimit @NoLimitGains]

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.

[LFRG @LrabagoO]

@DadInvest @Mr_Neutral_Man Short term peasants and short term thinkers were selling the shares. Thanks for all the selllassss!

[LFRG @LrabagoO]

@DadInvest @Mr_Neutral_Man CSGP, is a diamond right now. Idk why market participants are scared, real estate community lives and breathes with this company. Ridiculous drawdown, but, a beautiful buying opportunity to buy cheap

[Restructuring__ @Restructuring__]

COATUE Public Market Update

30+ Pages on Public Markets everyone should read

My highlights 🧵

1) Where we are today
2) Extreme market dispersion
...
8) Market is huge and pockets are deep
9) AI Revenue is only accelerating

[Elon Musk @elonmusk]

True

[Boring_Business @BoringBiz_]

This is one of the best primers that exist on the data center and AI industry right now

If you want to better understand the unit economics of each layer in the AI stack, I highly recommend you give this a listen

Chase Lochmiller, CEO and Co Founder of Crusoe, breaks down the inputs and outputs of data centers at a granular level

Shoutout to @apoorv03 for hosting yet another fantastic class

[Trade Whisperer @TradexWhisperer]

$MU $DRAM $SNDK

The Memory Trio will out-earn the Mag 6 by 2027
Combined market cap? $2.15T vs $16.8T

Same profits. 8x valuation gap.

The most undervalued sector on Earth is staring you in the face.

[Hany Girgis @SanDiegoKnight]

🚨 California residents — this is critical.

Chamath Palihapitiya just exposed the truth about the proposed “Billionaire Tax” ballot initiative for 2026.

It’s actually an Everyone Tax.
On page 26 (Section 50310), it gives the state legislature the power to amend the law by a 2/3 vote and turn it into a recurring tax on anyone — not just billionaires — without your approval.

You’d have to:

• Report every asset you own to the Franchise Tax Board

• Let them appraise and audit your stuff

• Face up to 40% penalties if they disagree with your valuations

• Allow subpoenas of all your financial records

34 pages of fine print for something that was supposedly “just for billionaires”? Come on.

Read it yourself:
https://t.co/L5Ir9SvTiC

Vote NO in 2026. This is how they sneak in wealth taxes on the middle class.

Share this — California families need to see what’s really in the fine print.

[Boring_Business @BoringBiz_]

Cannot believe this is available for free on the internet

Brad Gerstner sits down with Sunny Madra at Stanford University to discuss the economics of AI chips, GPUs, NVIDIA and tokens

Sunny is by far one of the most impressive serial entrepreneurs of our time
> Co-founded Xtreme Labs, sold to Pivotal
> Founded Autonomic, which sold to Ford
> Founded Definitive Intelligence, which sold to Groq
> Groq ultimately sold to NVIDIA, in their largest ever M&A deal at $20 billion

Shoutout to @apoorv03 for hosting them in his MS&E 435 class and publishing these talks for us to listen!

[Neyazuddin Ansari @riyazz_ai]

This 2-hour Stanford University lecture will teach you more about how LLMs like ChatGPT & Claude are built than most people learn in their entire careers.

Most people will scroll past this.

Big mistake.

Because this isn’t surface-level AI content it breaks down how these models actually work, from the ground up, in a way that finally clicks.

No hype. No fluff. Just real understanding.

If you’ve ever used ChatGPT or Claude and wondered “what’s actually happening behind the scenes?” this is the answer.

Bookmark this.

Give it 2 hours today, no matter what.

It might be the most productive thing you do this week.

[Evan Luthra @EvanLuthra]

A Bloomberg Terminal costs $24,000/year.

A Goldman Sachs internship has a lower acceptance rate than Harvard.

This one lecture replaces both.

You’ll understand how markets actually move better than most finance graduates with $200K in student debt.

Completely free. No paywall. No signup.

Bookmark this. You won’t find it again:

[LFRG @LrabagoO]

@TradexWhisperer You think this can be bigger than nvidia, in terms of market cap?

[LFRG @LrabagoO]

@GrumpyMillenni1 @sadandlonely_69 Damn man, don’t get all defensive. I’m just asking for concrete data of where you’re interpreting all of this

[LFRG @LrabagoO]

@GrumpyMillenni1 @sadandlonely_69 What are you basing these assumptions from?

[LFRG @LrabagoO]

@GrumpyMillenni1 @sadandlonely_69 What’s not working about it?

[LFRG @LrabagoO]

@DanielSLoeb1 Bottom? LOL

[LFRG @LrabagoO]

@robertod2001 @benbstwits Nice little lawsuit right there for copyright infringement

[Andy Constan @dampedspring]

Omigod. This is the best podcast I've ever listened to. What a life and what a great guy.