Seisnueve

In my Solopreneur Journey .

Looking for my niche with my anti-niche mindset.

[CK Capital @CKCapitalxx]

7 stocks I think can create generational wealth.

Not trades. Long term holds across AI infrastructure, space, and defense. The layers the future physically cannot skip.

1/ $NBIS — the compute landlord

Jassy just said AWS could become a trillion dollar revenue business and still won't have enough capacity through 2027.

Nebius does $3B today with $46B already contracted. Nvidia owns 9.3%. PUE of 1.25 against a 1.54 global average means better margins per megawatt than almost anyone.

The pie is growing faster than the biggest company on earth can build.

[Seisnueve @OcapoFlex]

@criaturina La realidad es que debería haber un filtro de entrada en España y dar prioridad a las nacionalidades menos representadas en las cárceles.

No verás a chinos, vietnamitas, filipinos o tailandeses liándola en la calle, encarándose o robando pero a Magrebíes en Europa, si.

[Seisnueve @OcapoFlex]

@LizzieWithWolfs El momento en el que el hombre se deconstruyó frente a ellas fue cuando se les bajó la libido y se arrepintieron.

[Seisnueve @OcapoFlex]

@gabrielrufian Cierra la frontera, integra a los que están, mejora la calidad de vida,deporta al reincidente,¿qué falta mano de obra de todo tipo? abre bolsa de trabajo internacional, filtra por nacionalidades que menos delitos cometan primero y la gente aplaudiría a la izquierda.

[Seisnueve @OcapoFlex]

El progresismo tiene buenas intenciones pero malas ejecuciones.

[The Kobeissi Letter @KobeissiLetter]

The Situational Awareness situation.

It is now being reported that the AI hedge fund has exited its entire public equity portfolio this month.

But, what does this really mean?

As of July 1st, the Net Asset Value (NAV) of the fund is now being reported to have been ~$45 billion.

First, let's put this into perspective.

NAV = (Assets − Liabilities). This is the fund's equity capital, also known as the investors' money after accounting for borrowings.

This is NOT the same as the size of the fund's positions, particularly because the fund has been known for utilizing extreme amounts of leverage. For example:

1. At 2x leverage, a $45 billion NAV supports ~$90 billion of gross market exposure
2. At 3x leverage, that rises to ~$135 billion
3. At 4x leverage, that rises to ~ $180 billion

This means that exiting its "public equity book" does not necessarily imply $45 billion of stock changed hands. It was likely much more.

Depending on the fund's leverage and portfolio construction, the gross amount of securities unwound could have been well in excess of $100 billion.

When considering these facts, the market has actually held up exceptionally well.

There has never been an era of investing like the AI era.

Volatility is the new normal.

[Seisnueve @OcapoFlex]

@Santi_ABASCAL ¿Que juez en su sano juicio prohíbe las devoluciones e caliente en un de las fronteras mas complicadas del planeta ?

España es cada día más insegura y los magrebíes son causa directa, hay que estar loco para tolerar esto.

[Seisnueve @OcapoFlex]

Apple acted as a hedge fund during this technologycal drawdown, when you think they were behind in the AI race but in reality they were waiting the real opportunity.

[aether @bluewdrift]

This line from Atomic Habits isn't ready to leave my head:

"It doesn't make sense to continue wanting something if you're not willing to do what it takes to get it. If you don't want to live the lifestyle, then release yourself from the desire. To crave the result but not the process is to guarantee disappointment."

[Seisnueve @OcapoFlex]

I heard this today:

—"Reaction is an animal instinct. Response is a conscious choice. That one distinction alone separates a man who is a slave to his environment from a man who is the master of his own mind."

[Avid @Av1dlive]

IBM just dropped a 100% free 1-hour course on mastering Graph Engineering from scratch.

this is the clearest breakdown of graph memory and multi-agent orchestration you'll find anywhere :

• 00:00 - Introduction to knowledge graphs
• 05:35 - Building your first agentic graph
• 19:59 - Agentic memory powered by graphs
• 30:39 - Graphs for multi-agent orchestration

it replaces 10 paid courses on agentic engineering.

watch it today, then read the article below on how to become a knowledge graph engineer ↓

[Seisnueve @OcapoFlex]

The animation though........

Congrats to the animators

[Paramount+ @paramountplus]

Now Stream Aang. Avatar Aang: The Last Airbender is now on #ParamountPlus

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Citrini @citrini]

If you’re in AI capex winners, pivot to teleportation capex winners.

[Alex Hormozi @AlexHormozi]

Focus beats intelligence.
Consistency beats intensity.
Action beats intention.

[Seisnueve @OcapoFlex]

Suddenly Apple stock started to become attractive.

What if no investing in AI capex was the power move we didn't know?

[Tom's Hardware @tomshardware]

AI tech companies have ‘hidden debt’ worth around $1.65 trillion, report claims — amount is 122% of debt reflected on the balance sheets of Alphabet, Amazon, Meta, Microsoft, and Oracle https://t.co/OqVwBQdDTx

[Seisnueve @OcapoFlex]

"ADATA Chairman Warns DRAM Shortage Will Last Another 10 Years, Says AI Bubble Talk Can Wait Until 2040"

Buckle up

[Elon Musk @elonmusk]

🇪🇸 🇪🇸 Congratulations Spain!! 🇪🇸 🇪🇸

[Seisnueve @OcapoFlex]

The importance of fundamentals

[Shay Boloor @StockSavvyShay]

THE FUTURE IS ON SALE RIGHT NOW

Drawdown from highs:
• $OKLO −76%
• $NVTS −63%
• $CRWV −60%
• $ASTS −58%
• $IONQ −57%
• $PL −57%
• $AAOI −56%
• $RKLB −55%
• $IREN −54%
• $ONDS −53%
• $TE −51%
• $OUST −42%
• $ARM −42%
• $BE −39%
• $NBIS −38%

[Seisnueve @OcapoFlex]

@RobertoVaquero_ La izquierda ha sacrificadola calidad de vida a costa de llenar el pais de gente por una cuestión de arrogancia moral + empatía suicida.
La idea tenía sentido en sus cabezas pero la ejecución ha sido lamentable, lo peor de todo es que señalarlo implica que te llamen fascista.