$DRAM could be a $200 ETF…
The true bottleneck is in memory of AI…
The winners long-term will be:
1) Micron $MU
2) Sandisk $SNDK
3) Western Digital $WDC
4) Samsung
5) SK Hynix
The app era was a thin wrapper on life’s complexities.
It made sense when every domain needed its own little box, its own navigation, its own information architecture. That world is ending.
AI breaks the app model. The grand convergence has arrived.
Soon software won’t be something you open. It will be ambient. It will be something that understands intent, routes action, display outcomes and then gets out of the way.
The market is still absurdly early which means the real opportunity is not just building for elites, power users, or technologists.
It’s bringing AI to normies.
Most AI products today are utility-first, sterile, too “look what it can do.” But consumers don’t come back for capability alone. They come back for products that feel alive — useful, yes, but also playful, delightful, curious, beautiful, entertaining.
The winner won’t be the smartest product. It’ll be the one people want to use.
The next computer won’t be a grid of apps. It’ll be a unified visualization layer for context, memory, identity, permissions, tools, and agents.
That’s what a new operating system for human intention looks like. There will not be AI an killer app, only an AI OS that translate AI infra into living experiences.
Peptide popularity is due to the fact everyone is lazy and wants something for nothing, overnight magic.
People are so lazy and unmotivated today but want results tomorrow.
Everyone wants to be a millionaire without putting in work.
Everyone wants to look healthy without being heathy.
Just like all things in life, the short cut is never the right way.
Did a split test recently.
Raised the price 15% ... My CPA 2.5X.
I am going to do a split test and lower the price by 15%
By the first test you would think that the second test will result in 1/2 the CPA ... But we know that wont happen
What are your guesses for this 15% Lower price test?
I’ve touched on this before, but I’m really shocked that even very well off, business savvy individuals have no idea about margin loans / portfolio loans.
I have a friend with $5,000,000 in his stock portfolio. He was blown away when I told him he could use some of that money to invest in a business he is currently scaling, without selling his stock.
I don't know why brokerages don't promote this stuff heavy for everyone with a portfolio to take advantage of.
It’s rather simple. (Not financial advice.)
His brokerage (Schwab, Interactive Brokers, Robinhood, etc.) will allow him to pull out as a loan up to 50% of what he has in there, and he pays a small interest rate on that loan.
The stocks stay there, hopefully appreciating in value and he gets wired the loan amount.
Meaning my friend can pull out $2,500,000 and pay 5% on that loan and use that $2,500,000 to do anything he wants with it.
He can use it for something fun, or he can use it to make a larger return than the 5% and essentially arbitrage that rate.
What I mean by that is... he takes a loan to himself at 5% and puts it in a deal that makes 10%… and like magic he just made 5% or $125,000. This is simple math as to not go over anyones head.
Now, I would never recommend pulling out the full 50% because there are certain risks with it, like getting margin called (which is when your portfolio drops enough that the brokerage calls in the loan).
But at 25% margin, you are much safer.
Again (Not financial advice.)
PS this also works if you have $10k in an account and need to pull out $2k to cover something. Works with $20k $100k, $100,000,000 ... It can be done on a small or giant scale.
Feeling generous to start the new year, so we loaded up a fresh wallet and decided to give it away.
🎁 $2,026 in BTC to one winner
🧡 Like this post and follow @Gemini
✅ Winner selected January 2
Test your ads before you spend a single dollar
With AI synthetic focus groups you can get feedback instantly
A number of studies validate the accuracy (some at 90%)
It's so accurate that Shopify just introduced them for CRO
For ads they can provide a huge amount of context you'd normally be missing
Helping to reduce strategist bias and see how the messaging stacks against your top personas
Every ad we produce is going through a focus group before going live in 2026
It's backwards and forward testable which makes tuning straightforward.
Method:
Phase 1: Digital Ethnography
We don’t use generic prompts like "Act like a Mom."
Instead, the AI conducts a live "Digital Ethnography" study.
It scrapes Reddit threads, Trustpilot reviews, CRM, forms, etc. to find Behavioral Signals.
It then maps these behaviors to the Big 5 (OCEAN) Personality Traits & MBTI
Result: A statistically calibrated "Digital Twin" of your actual customer.
Phase 2: The Cognitive Simulation
Agent A (System 1 - The Gut): Simulates the amygdala. It reacts in <0.5 seconds.
Does the ad stop the scroll? Is it confusing? It gives a raw, visceral reaction.
Agent B (System 2 - The Logic): Simulates the prefrontal cortex. It slows down.
Does the offer make sense? Do I trust this brand? It critiques the logic.
Agent C (The Method Actor): This agent adopts the specific Voice & Tone of the persona.
It uses their slang, their fears, biases and the rest of the personality variables to synthesize the feedback.
Phase 3: The Verdict (The "Score")
We calculate a Blended Resonance Score
Weighted by the persona’s specific psychology.
High Neuroticism persona?
Safety and trust triggers are weighted higher.
High Openness persona?
Visual novelty is weighted higher.
This is just the start of a new era of ad optimization.
We'll see win rates go up through 2026 with tools like this.
@Steven1_994 the man who traded $27,000 to $50+ Million!
His episode is about to cross 300,000 views in just a week!
If you haven’t already be sure to check out the full episode to learn his process and steps he’s taken in his journey: https://t.co/5gIIraaufh
I shared $HOOD at $29 and it is now at $118+
I then shared $AMD at $76 and it is now at $186+
And finally I shared $PLTR at $42 and it is now $188+
These stocks had the same exact early pattern as these 3 stocks which are…
$TSLA, $LMND & $OSCR.
These 3 are next to explode.
this has to be one of the best carts I’ve seen for pushing subscriptions
- clear % on savings
- subscription perks super clear under CTA
- very smart layout with two CTA’s which visually help make subscription a no brainer
genius
If you’re narrowly targeting, that’s your first fuck up.
Tell Facebook exactly what you want…
They'll bend you over with no lube and charge you a premium.
Let Facebook do its thing…
You’ll get rewarded.
Example:
You want Medicare leads (65+). So you target only 65+?
LMAO. NGMI. CPMs will eat you alive.
Do it like a pro:
•Run broad (18–65+)
•Filter with a YES/NO page (“Are you 65+?”)
•Pixel only fires on actual 65+ leads
You’ll bleed for a few days / week. Then Facebook dials in and sends you only 65+ “cheap” and on autopilot.
Let the algo cook.
Idea: Build an AI Skincare Insta account
Launch 1 AI page that post skincare tips and product reviews 3x/day
Use the link in bio to sell products and watch the money come in
So many brands missing out.
Comment “SKIN” and I’ll DM the full process
(must follow to get DM)