Elon Musk just gave the clearest AI timeline we’ve heard so far.
In under 10 minutes he lays out:
1) AI surpasses all human intelligence in ~5 years
2) Humans most likely lose control within 10 years
3) Most probable outcome: an age of amazing abundance
4) “Even if there was a stop button — we probably shouldn’t press it”
This is denser and more direct than most hour-long podcasts on the topic.
If you still think AI is “just another tool”, this 10-minute segment will recalibrate you.
Finally got long some $TLT bonds today into these new lows.. selling Sept puts for now willing to own it at these levels. Just getting clear that they will not let rates get much higher into the Fall and ahead of midterms
Calls long term here are VERY cheap however which makes that more interesting than selling puts. CTAs are balls to the wall short bonds. They will get squeezes eventually.
Someone bought 100,000 June 2027 $110 calls on $TLT for cheap $0.12, playing for the right tail move higher in bonds the next year.
A 19-year-old American student built a trading bot with Claude Code in 2 days.
Used his iPad as a second monitor.
First night: $6,732 profit.
Starting capital: $68.
Total profit so far: $750,000.
Here's how it works:
The bot scans over 50 markets simultaneously.
Syncs live BTC data from Binance every second.
Spots price errors before humans even notice.
The edge is pure speed + pattern recognition.
While traders stare at charts trying to predict the next move, his bot is already executing on mispricing across dozens of markets.
No guessing.
No emotions.
No hesitation.
Just Claude Code logic finding gaps that close in seconds.
He built the entire system in 48 hours:
→ Claude Code handles the trading logic
→ Binance API feeds real-time BTC data
→ iPad displays multi-market monitoring
→ Executes trades when arbitrage windows open
The system runs 24/7.
Every price dislocation = profit opportunity.
Most people are still trading manually, refreshing charts, second-guessing entries.
Meanwhile this 19-year-old engineering student turned $68 into $750K by letting Claude Code do what humans can't: process 50 markets instantly and execute without fear.
Why are people still trading manually?
💡 I'm giving away the exact Claude Code setup for free.
24 hours only.
To get it:
1���⃣ Comment "Fable"
2️⃣ Like and Repost
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ELON MUSK: "You should be able to have a Starlink, like you have an AT&T or T-Mobile or Verizon or whatever, you could have an account with Starlink that works with your Starlink antenna at home with free Wi-Fi as well as on your phone. We're not going to put the other carriers out of business. They're still going to be around because they own a lot of spectrum.
It will allow SpaceX to deliver high bandwidth connectivity directly from the satellites to the phones, but there are hardware changes that need to happen in the phone. You should be able to watch videos anywhere on your phone."
“If you simply bought High Quality Companies at the 200 Week Moving Average, you’d outperform the S&P 500 by large margin over time”
- Charlie Munger
$MSFT
MIT filmed a calculus course in black and white in 1970. It's still free. Almost nobody in tech has watched it.
This is Calculus Revisited, taught by Herb Gross. One camera, chalk, a board. Built for adults returning to math after years away, no assumption you remember anything.
The first lecture isn't about integrals. It's about why coordinates work at all - the step everyone silently fakes and nobody explains. He builds the whole coordinate system from a single division written on the board.
Watch how slow he goes. It feels like a bug. It's the feature. No step you have to take on faith.
A quant I know rewatched Unit 1 before touching linear algebra and said it closed a gap he'd carried for 12 years.
MIT put the entire course online under Creative Commons. Free.
The picture aged badly. The teaching didn't.
BofA WARNS BULLISH SENTIMENT HAS GONE TOO FAR
Bank of America says investor optimism has reached its most extreme level since 2021, signaling it may be time to cut risk.
Its Bull & Bear indicator jumped to 9.7, driven by strong stock markets, credit inflows and tighter spreads.
BofA recommends rotating toward defensive assets, bonds and the US dollar.
The warning comes as global equities hit record highs, with Friday’s US jobs report the next major test for markets.
Gold futures up over 100 bucks tonight confirming the potential key capitulation low last week.. and plenty of upside call spreads saw bought in GLD Sept and March expirations while also call buys in the miners recently.
$SPX already smashing into the upper bound of the whole weeks option implied move near 7550 and on Monday... can usually mean etiher a gamma squeeze forms into rest of week or pin here and then fade later in week after FOMC
Google's former CEO just said what everyone in AI already knows
Building wealth is getting easier if you actually learn the tools
Not by scrolling AI threads
By understanding agents, Codex Code, prompts, memory, skills, MCP, and routines
Save this before it disappears from your feed
Everything below is free:
ChatGPT basics
https://t.co/p1ZEv4vG4f
OpenAI Academy
https://t.co/5AVN9CgCZq
Prompt engineering
https://t.co/gFV0OAXnQo
GPT-5.5 prompting guide
https://t.co/TJOxZ77Y6C
OpenAI API docs
https://t.co/24OlDTxEcA
Responses API
https://t.co/DLnWfUZEUS
Agents SDK
https://t.co/irt7DTJ745
Agents SDK quickstart
https://t.co/Mm2kgeMs39
Tools + function calling
https://t.co/A40Dege36x
Structured outputs
https://t.co/Jawb4njrJa
Conversation state
https://t.co/YkbSXmUk3A
ChatGPT memory
https://t.co/ojhvlLbVWp
ChatGPT projects
https://t.co/Svo7ATFTGc
Custom GPTs
https://t.co/chrd6IBz8L
Tasks in ChatGPT
https://t.co/pIEnCC5K8F
Codex overview
https://t.co/CVPKvEz9MY
Codex quickstart
https://t.co/sKNEmSMCXF
Codex CLI
https://t.co/kUySSiEBL5
Codex GitHub repo
https://t.co/FoiGgP5ash
Codex best practices
https://t.co/E1PtLvDDaj
AGENTS.md
https://t.co/eaAJkQDp4x
Codex skills
https://t.co/OsrLujQnkX
Codex MCP
https://t.co/uHCuY9Ram7
Codex subagents
https://t.co/QboZoCEzHT
ChatGPT Apps SDK
https://t.co/keDQV4wPUp
Apps SDK quickstart
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ChatGPT developer mode + MCP
https://t.co/iUE04OldHB
OpenAI Cookbook
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All of this costs $0
Most people will keep asking AI one question at a time
Save this and start learning the stack
Major Thematic/AI Infrastructure Resets/Space Exploration (Got in early at the bottom). These are stocks that rocketed on massive sector hype, suffered steep corrections as the market digested the initial valuation, but possess undeniable multi-year fundamental tailwinds in my opinion. The Semiconductor Catalyst is no different....The broader semiconductor sector frequently undergoes these volatile cycles. Capital often gets tightly squeezed or rotated out of semis to fund massive new tech offerings, causing rapid drops. However, because semiconductors serve as the fundamental backbone for AI infrastructure, data centers, and advanced tech, they regularly find a hard structural floor before resuming their upward trend . Cloud & Modern Data Infrastructure similar mid-cap cloud infrastructure providers often experience massive retail-driven spikes followed by sharp sell-offs. The long-term tailwind here is the democratization of cloud computing and localized data management, which forces steady institutional accumulation after the froth is cleared out. Sometimes, even the strongest fundamental giants on earth get caught in a technical pattern breakdown due to temporary capital reallocations or massive corporate structural changes. Know where you are positioned in the overall historical pattern structure. Patience pays in my opinion.
The stock market had a down day after a parabolic run … you know what that means
Here’s Peter Lynch talking about dealing with pullbacks in the stock market
The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-2025
chips · memory · connectivity
$NVDA → Designs the GPUs every AI model trains and runs on.
$MU → Makes high-bandwidth memory inside every AI server.
$COHR → Moves data at light speed between GPUs optically.
$MRVL → Custom silicon connecting every chip in a hyperscaler's cluster.
$AVGO → Builds Google's, Meta's, and Apple's custom AI chips quietly.
$AMD → Only credible GPU rival to NVDA for AI training.
PHASE 2 — The grid gets built (2026–2027)
power · cooling · networking
$IREN → AI-native data centers built to scale compute and power.
$WULF → Energy-efficient infrastructure hosting the world's most power-hungry AI workloads.
$VRT → Cooling and power systems keeping AI data centers running.
$ETN → Electrical gear powering every hyperscale AI facility being built.
$CEG → Nuclear energy feeding AI's insatiable around-the-clock power demands.
$ANET → High-speed switches moving massive AI workloads across GPU networks.
$GEV → Gas turbines physically delivering power to data centers.
$SMCI → Liquid-cooled GPU server racks — pick-and-shovel for AI density.
PHASE 3 — The massive bottleneck (2027–2029)
materials · space · autonomy
$MP → Mines rare earth materials used in AI hardware and defense.
$USAR → Domestic minerals securing U.S. AI manufacturing independence.
$ASTS → Satellites delivering AI connectivity to every corner of Earth.
$RKLB → Low-cost rockets launching satellites powering AI communication networks.
$KTOS → AI-driven autonomous weapons systems entering mass military deployment now.
$TSLA → Leads real-world AI through robotics, autonomy, and manufacturing.
$SYM → AI-powered warehouse robots automating global logistics at scale.
$ALAB → Chip packaging bottleneck — critical past 100K GPU nodes.
$PLTR → Software turning AI compute into defense and enterprise decisions.
PHASE 4 — Full automation (2030+)
platforms · agents · quantum
$MSFT → Deploys AI agents across every enterprise software product it sells.
$GOOGL → Controls AI search, cloud, and consumer distribution globally.
$META → AI assistants across 3 billion users in social and commerce.
$CRM → AI agents inside enterprise sales — 150K customer moat.
$NOW → AI workflow OS for Fortune 500 enterprises.
Quantum
$IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs.
♻️ RESHARE this post and make 1 comment, I'll share when to add these stocks in June.
Futures bouncing nicely sunday night after the Friday PM close 'under water' (aka the futures closed below the cash index close)
Often see these large on eday VIX spikes clear out the frothy action quickly in days and could lead to decent bounce as noted June OPEX on deck.. I even added a few short puts Friday at the close expecting some IV reversion at least. Tend to see a VIX spike like Friday actually be healthy for tape medium to long term as folks scrambled for hedges
Ideally now market slides back down next week off this 7500 resistance to confuse all the momentum guys who bought into weekend. Just seems like breadth acting sluggish for a market back to highs