Pops

Husband - Grandpa - Musician - Christian

[Pops @maxq1551]

Nelson Mandela once said, “Resentment is like drinking poison and then hoping it will kill your enemies.”

[Acyn @Acyn]

Cooper: I've seen governments and dictators rise and fall, people and places torn apart by lies and hate and war. And I've seen people do things and heard them say things that I could never have imagined. I've seen what we humans are capable of when everything else is stripped away. Yes, great acts of barbarism and brutality. But we are also capable of remarkable acts of heroism and kindness. It's a choice, and the choice is up to us

Let's hope 50 years from now, someone standing here or somewhere on the eve of the 300th anniversary of this republic will look back and say of us: they didn’t know if they would make it through but they did.

[tyler hogge @thogge]

I saw 25 people say to listen to this. So I did. I do not regret it. There is a lot to digest here. On many very consequential topics.

[Pops @maxq1551]

As

[Eric Smith @Eric_Smith08]

I DON'T UNDERSTAND WHY PEOPLE DON'T USE CHATGPT FOR STOCK TRADING.

HERE ARE 10 PROMPTS TO USE IN STOCK BUYING AND SELLING AND INVESTING:

[Palantir @PalantirTech]

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models:

“What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.”

"Who owns the data? Are the prompts secure? Is this being transferred to you?"

"If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"

[Melvin @MelvinInvests]

The selloff in Micron is one of the best buying opportunities you'll see this year (Save this).

Sanjay Mehrotra just explained exactly why the old mental model for Micron, cyclical, commodity, mean reverting no longer applies.

Every AI system, regardless of what device it runs on, requires more memory at higher performance to unlock its full potential.

From data centers to smartphones to autonomous vehicles, memory is no longer a supporting actor but rather the critical bottleneck determining how fast AI can move.

What makes this cycle structurally different starts with what happened in 2023.

Certain customers drove industry pricing to one third of 2022 levels, forcing Micron into severe losses while still requiring $10 billion in investment just to stay competitive.

Most companies in that situation cut spending and survive but Micron invested through the pain with the vision that the other side would be worth it.

Those 2023 investments are now producing 84.9% gross margins, $41.46 billion in quarterly revenue, and Q4 guidance of $50 billion up from $11.3 billion in the same quarter just one year ago.

That is what it looks like when a company bets on itself at exactly the right moment.

Even Micron's own largest customers, Nvidia, Google, Amazon could not forecast the scale of AI memory demand that materialized.

When the biggest technology companies in the world cannot project their own memory requirements, you are watching a structural transformation that nobody had models to predict, still in its early innings.

Supply cannot respond quickly enough to close that gap.

Mehrotra confirmed on air that tightness extends beyond 2027, new domestic fabs take years to bring online, and new HBM capacity which requires advanced 3D stacking that compounds in complexity at every generation won't meaningfully arrive until late 2028.

There is no fast fix to a shortage of the most valuable memory on earth.

The strategic customer agreements are the most underappreciated part of the entire story.

Multi-year contracts with volume commitments and price floors now cover roughly 20% of DRAM volume and 30% of NAND volume, locking in a $100 billion contractual revenue base.

The old Micron was at the mercy of customers who could crater prices overnight while the new Micron has contractual floors that make the 2023 scenario structurally impossible to repeat.

Long Micron and make sure to follow me @MelvinInvests for more deep dives into AI and memory.

[Pops @maxq1551]

Truth

[Nei Giglio🇧🇷🍀🇧🇷 @neideboaski]

Clint Eastwood !!!! ❤️

Aos 96 anos, Clint Eastwood quebrou nossas ilusões sobre envelhecimento. Não ofereceu consolo sobre anos dourados cheios de serenidade. Pintou a verdade: "A luz machuca os olhos. Respirar pode ser um trabalho duro. O teu corpo já não está a cooperar. Cada passo requer estratégia."
Mas o verdadeiro peso da velhice não é físico. É emocional. Ao cruzar os anos 90, seu círculo social diminui. A maioria das pessoas que te conheceram quando eras jovem desapareceram. O telefone parou de tocar. O ritmo dos dias abranda. A pílula mais amarga não é a dor. É a ausência de alguém que queira te ouvir.
Eastwood explicou por que os idosos repetem histórias. Não é para me gabar. É para se ancorar a uma realidade onde eles eram ativos, amados e relevantes. "Você se encontra repetindo histórias, adicionando detalhes, não para convencer ninguém, mas para sentir que você ainda está conectado a algo", disse. "Você tenta transmitir coisas aos jovens, mesmo quando vê o tédio nos olhos deles".
Vivemos em uma cultura que trata a longevidade como um troféu, mas ignora a solidão que a acompanha. Louvamos o rápido e o brilhante. Não deixamos espaço para o ritmo lento dos idosos.
Clint Eastwood é um gigante do cinema, mas suas palavras falam por cada idoso de 90 anos. São bibliotecas vivas da nossa história. Quando os ouvimos, algo mágico acontece. Fechamos o fosso entre gerações. Rugas não são sinais de envelhecimento. São mapas de uma vida plenamente vivida. E é um privilégio ouvir sua viagem.

[Nei Giglio🇧🇷🍀🇧🇷 @neideboaski]

Clint Eastwood !!!! ❤️

Aos 96 anos, Clint Eastwood quebrou nossas ilusões sobre envelhecimento. Não ofereceu consolo sobre anos dourados cheios de serenidade. Pintou a verdade: "A luz machuca os olhos. Respirar pode ser um trabalho duro. O teu corpo já não está a cooperar. Cada passo requer estratégia."
Mas o verdadeiro peso da velhice não é físico. É emocional. Ao cruzar os anos 90, seu círculo social diminui. A maioria das pessoas que te conheceram quando eras jovem desapareceram. O telefone parou de tocar. O ritmo dos dias abranda. A pílula mais amarga não é a dor. É a ausência de alguém que queira te ouvir.
Eastwood explicou por que os idosos repetem histórias. Não é para me gabar. É para se ancorar a uma realidade onde eles eram ativos, amados e relevantes. "Você se encontra repetindo histórias, adicionando detalhes, não para convencer ninguém, mas para sentir que você ainda está conectado a algo", disse. "Você tenta transmitir coisas aos jovens, mesmo quando vê o tédio nos olhos deles".
Vivemos em uma cultura que trata a longevidade como um troféu, mas ignora a solidão que a acompanha. Louvamos o rápido e o brilhante. Não deixamos espaço para o ritmo lento dos idosos.
Clint Eastwood é um gigante do cinema, mas suas palavras falam por cada idoso de 90 anos. São bibliotecas vivas da nossa história. Quando os ouvimos, algo mágico acontece. Fechamos o fosso entre gerações. Rugas não são sinais de envelhecimento. São mapas de uma vida plenamente vivida. E é um privilégio ouvir sua viagem.

[Aaron Rupar @atrupar]

here is the entirety of Palantir CEO Alex Karp's televised nervous breakdown this morning on CNBC

[Alex @AlexsOptions]

Early is okay if you are right. And with #TheStrat we can just stop out and get back in.

$SILVER / $GOLD still on deck for another huge rally.

The macro picture is there [hint:China] we simply need a reclaim of a previous range and a change in continuity.

New quarter opens tomorrow! I'll continue to monitor this.

1) Weekly reversal -> 2) Monthly reversal -> 3) Quarterly reversal.

The first one always has the least evidence.

Physical ownership is much better than paper ownership if you can. [You can get loans against physical holdings to free up $$$]

Better alternative is mining stocks $JNUG $GDX $SILJ as you don't need physical ownership but you do retain ownership of a real mining company which benefits from sharp rises in precious metal prices.

Will let #TheStrat guide entry + add aggressively.

[SNY Giants @SNYGiants]

Abdul Carter says he will only address Jaxson Dart introducing Donald Trump one time:

"Some things are bigger than football, and this is one of those things.

Jaxson is one of our leaders - he's the face of our franchise. He represents himself and what he does, and he represents all of us.

If he chooses to align himself with a man like President Trump, it's my responsibility based on what I believe and what I stand on to not only show my teammates that I'm against that, but to show the world.

That doesn't mean that we have to spread hate. That doesn't mean that me and Jaxson hate each other or we have beef. I sit next to Jaxson every day - we're close, we talk.

As long as we make sure we have the same goal as a team, and our goals align - which they do -that's all that matter.

I just want to move past this."

[🎼🌺Music Love♥️ @ThoNg676733]

1996: Jim Carrey didn’t act, didn’t tell jokes… he just did the head dance and instantly became a legend.
Still cracks me up every rewatch 😂

[Ari Meirov @MySportsUpdate]

#Bears HC Ben Johnson was asked about WR Luther Burden Jr. … and his answer was about as glowing as it gets:

“I’m buying Luther Burden stock right now…”

The full back-and-forth is worth watching. Johnson sounds like a coach expecting a breakout year.

[Anuj @anujcodes_21]

INSTEAD OF WATCHING NETFLIX TONIGHT.

Spend 1 hour with this.

Claude AI FULL COURSE that teaches you how to BUILD and AUTOMATE anything.

The people who watch this tonight will wake up tomorrow with a new skill.

Watch it and Bookmark it now.

[Alex @AlexsOptions]

https://t.co/sBCQMjvX4S

[Alex @AlexsOptions]

solana:So11111111111111111111111111111111111111112

I am going to keep repeating this.

The whole financial system is changing and this is at broadening support.

Truth is, if you buy it here it will return much to you over the next many years.

[Furkan Gözükara @FurkanGozukara]

CNN completely dismantles Donald Trump's fake victory narrative. While the US President falsely claims Iran agreed to surrender its enriched uranium, expert Brett McGurk reveals Tehran flatly refused. Iran is dictating the terms and Washington is powerless to stop them.