malukings

GARP Investor, Valuation matters even in Growth Stocks, Senior Product Manager/Systems Engineer, Real Estate Investor; 2x Girl Father

[malukings @malukings]

@cperruna What about MA and AVGO?

[Jaya Gupta @JayaGup10]

https://t.co/Vn0KVhQQg4

[Dividend Talks on YouTube @DividendTalks]

Oil just jumped +5% two days in a row.

That’s extremely rare.

Since 1990, it’s only happened 12 times.

What happened next to the S&P 500?

• 3 months: +4.3% avg
• 6 months: +8.0% avg
• 12 months: +21.9% avg

Win rate after 12 months: 83%

Panic events often look worst right at the start.

[Similarweb @Similarweb]

Gemini was the fastest-growing Gen AI tool in year-over-year website visits in February 2026.

[The Kobeissi Letter @KobeissiLetter]

It's official:

The S&P 500 is now ABOVE the top seen prior to the February 22nd Citrini AI crisis report.

On February 22nd, the "2028 Global Intelligence Crisis" report was released, with the S&P 500 falling ~100 points.

On February 23rd, we published our article below, with a detailed rebuttal and the bull case for AI driven by abundance.

Now, the S&P 500 is up +120 points from its low seen less than 48 hours ago.

Objectivity is winning in this market.

[Deirdre Bosa @dee_bosa]

Three years on ChatGPT every day… haven’t opened it since Jan 14

the vibe shift in consumer AI isn’t anecdotal anymore, it’s showing up in the data

[malukings @malukings]

@GauchoRico Can you share your cost basis on app alab and axon?

[GauchoRico @GauchoRico]

Growth Stock Portfolio Allocations
20Feb'26

$NVDA 25.8%
$APP 18.2%
$MELI 17.6%
$AXON 14.1%
$IREN 10.9%
$RDDT 9.9%
$ALAB 9.5%
cash -6.0% (on margin)

YTD -19.40%
YTD hi +7.8% (13Jan)
YTD lo -25.1% (5Feb)
CAGR +31.2% (9.14 yrs; since 1/1/17)

No changes this week.

1/2

[Ethan Mollick @emollick]

The ideas behind autonomous AI agents were recognized early, but the models just weren't good enough until now - which is why clever ideas like OpenClaw can finally take off.

Model ability gains (especially tool use & lower error rates) are the foundation for what comes next.

[malukings @malukings]

@GauchoRico @rajeevaggarwall Have you passed the top value you had from 2021?

[Santiago @svpino]

I went from writing code to writing specs.

That's most of what I'm doing now.

From writing loops and conditions to describing what I want to build.

Basically, I'm now operating at a much higher level of abstraction. Much more focus on the WHAT to build, instead of the HOW to build it.

I still write a lot of code, mostly things that I don't know how to describe properly, or the model can't get quite right.

I also spend a ton of time reviewing code. Way more than ever before.

A lot has changed for me over the last year or so.

[McKinsey Global Institute @McKinsey_MGI]

Where will the next wave of global growth come from?

We identify 18 industries – from AI to obesity drugs – that could generate $29–48 trillion in annual revenue by 2040.

These 🔟 charts visualize the next big arenas of competition: https://t.co/s1T38HgDSI

[Ethan Mollick @emollick]

Canaries in the coal mine. Worth paying attention to.

(And yes, they are both obviously interested in seeing their own products used, but hearing enough from other, independent coders that make me believe them. I wrote more about the shift here: https://t.co/ofbCp3fzG9)

[Boring_Business @BoringBiz_]

These are the biggest regrets of people on their deathbeds

Live life accordingly

[Rihard Jarc @RihardJarc]

The $NVDA CUDA moat.

"Claude Code just ported a CUDA backend to ROCm in 30 min. I have never written kernel before.

You don't even need hipify or translation middleware. Just port CUDA with Claude Code, native performance out of the gate."

[Dividend Talks on YouTube @DividendTalks]

These companies don’t compete on price.

They print margins instead.

12 stocks with insane gross margins:

$TSM - 59%
$GOOGL - 60%
$MSFT - 68%
$SPGI - 70%
$NVDA - 71%
$AVGO - 77%
$META - 81%
$FICO - 82%
$LLY - 83%
$NVO - 85%
$BKNG - 87%
$V - 98%

Pricing power like this is rare.

How many do you own?

[Prem Soni @ValueWithPrem]

15 things to do with your mother while she is still alive. One day, you’ll wish you had.

1. Ask her about her life before you were born. She had dreams, fears, and a whole world that existed before she became mom.

2. Record her voice while she’s doing something ordinary like Cooking, Scolding, Laughing. One day, that voice will feel priceless.

3. Ask her what the hardest phase of her life was. She’ll probably talk about sacrifice without calling it sacrifice.

4. Learn one recipe she makes without measuring anything. Food is how many mothers express love. Appreciate the food she makes, you don’t know deep inside she will feel very happy.

5. Take photos of her doing everyday things.
Not posed or dressed up. Only Candid. These will mean more than any perfect picture.

6. Tell her thank you for things she never got credit for. She remembers everything, even if she never mentions it.

7. Tell her you’re proud of her.
Most mothers hear complaints far more than appreciation.

8. Ask her what she worries about the most.
Chances are, it’s still you.

9. Sit with her without checking your phone.
Just be present. That’s rare now.

10.Ask her what she wanted to be when she was young and listen without interrupting.

11. Hug her for no reason. Don’t rush it.

https://t.co/wuxftUs97U her even when you have nothing to say. One day, you’ll miss the sound of her answering.

13.Take a photo of just the two of you together. Frame it.

14.Ask her about her parents. Her stories keep generations alive.

15.Tell her something you’re struggling with.
No matter how old you are, it still matters to her that she can protect you.

If your mother is still alive, please do at least one thing from this list today. You’ll never regret it & take care of her health.

RT this for someone who still has time.

[Beth Kindig @Beth_Kindig]

For the first time in history, Nvidia’s data center revenue surpassed Apple’s iPhone revenue in the quarter.

$NVDA $AAPL