Pablo Roa

Hard times create strong men, strong men create good times, good times create weak men, and weak men create hard times #NYM

[Pablo Roa @proa01]

20 Rules for Markets and Investing - Compound Advisors https://t.co/VLAWVaB7Ye

[MLB @MLB]

Sal Stewart and the @Reds strike first in Pittsburgh 💥

[Andrew Lokenauth @FluentInFinance]

Gene editing is finally here.

And it's targeting the biggest killer in the world. Heart disease.

Eli Lilly $LLY just released data for a gene therapy called VERVE-102.

It completely changes how we treat high cholesterol.

Instead of taking a pill every day, you get one single IV infusion. The medicine travels directly to your liver. It permanently turns off the specific gene that causes high LDL cholesterol.

The early trial results are incredible. Patients experienced a massive 60% drop in their LDL cholesterol.

Think about what GLP-1 drugs did for obesity.

Five years ago, Ozempic was "just Phase 2 data." People said the side effects were unclear. The long-term outcomes were unknown.

Now it's a $50 billion/year drug that changed how we treat obesity.

GLP-1s rewrote obesity. VERVE-102 could rewrite heart disease.

Medicine is moving faster than most people realize.

[John Mayer @JohnMayer]

Thank you Francisco Lindor @Lindor12BC. Thank you New York Mets. You never know when you’re going to find a new source of inspiration, and Francisco became that inspiration for me this year. You could see the dedication in his eyes, in his plays - you could even see it in his strikeouts; it wasn’t a case of “couldn’t,” only “didn’t that time.”

My Sphere concerts this summer became games in my mind. Wins were when the music was cooking, when the notes matched the intention, when the zone could be found. Every weekend was a series, and every show was a home game.

When I injured my finger and looked down to see half the nail sheared off and bleeding, my first thought was how to play with the other three fingers. That was what Lindor would have done, and so that’s what I did.

The Mets’ talent makes them aspirational, but their humanity makes them relational. It means that it’s never out of the question what’s being done on that field could be done by you and I in our pursuits, too.

If I had one secret of success to share with you, it’s to pick someone in life you admire and run alongside them. You don’t have to know them to decide that if they can keep going, you can keep going. And the Mets kept going.

I hope that in the next few days, after the disappointment has had its say, that Francisco and the entire team realizes that what they accomplished was enough. Their monumental run was enough to unify a city, bring together families, friends, and remind us all that above all else, nothing is more powerful a force in achieving success than effort. A boring word, “effort.” But it’s the only chance of good becoming great and that greatness taking hold for the long run.

So thank you Francisco Lindor, and thank you to the 2024 Mets for the unbelievable adventure, the inspiration, and the reminder to never give up. It was more than enough.

[WFAN Sports Radio @WFAN660]

Howie Rose calls the final out that sends the Mets to the NLCS!

@metsradio880

[Pablo Roa @proa01]

@JhonattanVegas Grande @JhonattanVegas

[Pablo Roa @proa01]

The Joys of Compounding

[Charlie Bilello @charliebilello]

Apple Net Income (Billions)
2023: 101
22: 95
21: 101
20 : 64
19: 58
18: 59
17: 51
16: 45
15: 54
14: 45
13: 37
12: 42
11: 33
10: 17
09: 9.4
08: 6.8
07: 4.1
06: 2.4
05: 1.6
04: 0.50
03: 0.14
02: 0.02
01: 0.21
00: 0.41
99: 0.63
98: 0.41
97: -0.88
96: -0.87
95: 0.17
$AAPL

[Pablo Roa @proa01]

The joys of compounding

[Charlie Bilello @charliebilello]

Microsoft Revenues (Billions)...
2023: 228
'22: 203
'21: 185
'20: 153
'19: 134
'18: 118
'17: 102
'16: 95
'15: 88
'14: 93
'13: 83
'12: 73
'11: 72
'10: 67
'09: 59
'08: 62
'07: 58
'06: 46
'05: 41
'04: 38
'03: 34
'02: 31
'01: 27
'00: 24
'99: 22
'98: 18
'97: 14
1996: 9
$MSFT

[Pablo Roa @proa01]

@Jolly_Olive Obvio

[Pablo Roa @proa01]

@ricardo_hausman Leverage? What about the millions of people that live in Venezuela? Choke them to death?

[José A. Gil Yepes @joseagilyepes]

Es contradictorio y negativo que la plataforma Zelle se haga inaccesible para los ciudadanos venezolanos a partir del 30 de noviembre mientras el gobierno de EEUU flexibiliza las sanciones económicas contra el país.

[Joe Pompliano @JoePompliano]

Tiger Woods and Justin Timberlake are opening a new sports bar in NYC called T-Squared.

• 22,000 sq ft
• 4 golf simulators
• 35+ TVs (incl. a 200-inch TV)
• Bowling lanes
• 4 dining areas

It covers an entire city block & opens just in time for the Ryder Cup.

Pretty sweet.

[Pablo Roa @proa01]

“I think selling is the hardest thing to do well in investing” @chriswmayer

Totally agree

[Charlie Bilello @charliebilello]

The 2,850% gain in $AMC shares during the 2021 meme stock mania has been completely erased after a 98% decline. The weighing machine always wins out in the end.

[Pablo Roa @proa01]

@MagicRatSF @VSiNLive @beatingthebook I just pre ordered the new book. Big fan of your first one.

[Sawyer Merritt @SawyerMerritt]

Tomorrow, @Tesla will turn on a massive and very expensive 10,000 unit NVIDIA H100 GPU cluster to help it train FSD. But that got me wondering, what is the difference between these new H100 GPUs and the older A100 graphics processing units (GPUs) Tesla has been using for the last couple years? I briefly break it down below.

NVIDIA A100:

This GPU launched in 3 years ago in late-2020. It introduced a 20x performance improvement over the previous generation. The A100 is designed for high-performance computing and artificial intelligence (AI) workloads:
• 6,912 CUDA cores
• 432 tensor cores
• 40 GB or 80 GB of high-bandwidth memory (HBM2)

NVIDIA H100:
This ~$40k GPU launched in late 2022. Up to 30x faster than A100, and is up to 9x faster for AI training.

The H100 is designed for graphics-intensive workloads such as video training (FSD videos), and is easy to scale up:
• 18,432 CUDA cores
• 640 tensor cores
• 80 streaming multiprocessors (SMs)
• Higher energy usage than A100

With the H100, high performance computing is over 5x faster compared to A100.

These new H100 GPUs will enable Tesla to train FSD faster and better than ever, but NVIDIA can't keep up with GPU demand. As a result, Tesla is spending $1 billion+ to build its own supercomputer named Dojo. It uses the company's hyper optimized custom designed chip. Tesla is MUCH more than just a car company.

This supercomputer will also train Tesla's fleet of vehicles and process data from them. @elonmusk said last month: “Frankly...if they (NVIDIA) could deliver us enough GPUs, we might not need Dojo.”

Tesla is bringing online its NVIDIA H100 GPU cluster at the same time it's activating Dojo. This will dramatically increase Tesla's compute capabilities to a level that no other automaker could dream of right now. Take a look below at Tesla's internal forecast for the compute power of Dojo. Brace yourselves, everyone.

Tesla's FSD V12 end to end training is compute bottlenecked, but the company is taking active measures to ensure that it won't be in the future. According to Elon, Tesla will spend over $2B in 2023 alone on training compute, and will do so again in 2024.

Buckle up everyone, the acceleration of progress is about to get nutty!

[Pablo Roa @proa01]

The greatest song of all time, according to science https://t.co/JB92sPkVaj

[Marianna Párraga @mariannaparraga]

Reuters- Venezuela's oil exports reached in July their highest level in 41 months at an average of 877,032 bpd, going back to levels prior to secondary sanctions. New supply contracts and more shipments by Chevron and Eni helped PDVSA drain inventories

[Pablo Roa @proa01]

@MetsWes Ganaron ayer

[Wayne Randazzo @WayneRandazzo]

Wow that's a great win for the Mets. A reminder that the last 3 full season National League champions have all had slow starts. Don't give up, folks.