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[Jynivo @Jynivoofficial]

Bring smiles to your visitors with a unique sign designed to add charm to your garden or entryway. The high-quality craftsmanship ensures it stays intact through diverse weather conditions. Visit our website to buy now.

[Camus @newstart_2024]

Roger Federer dropped some real wisdom in his Dartmouth commencement speech:

He won nearly 80% of his 1,526 professional matches, but only 54% of the points he played.

Even one of the greatest tennis players of all time lost almost half his points.

His lesson: Don’t dwell on every mistake. A double fault, a lost point, even a bad day, it’s just one point. The champions move on quickly with the same focus and fire for the next one.

This is one of the best mindset lessons I’ve heard in a long time. It applies way beyond tennis.

Life is full of losses and setbacks. The difference between average and exceptional is how quickly you reset and keep playing.

[Álvaro J @jota_snchez]

Anna Lembke es la psiquiatra de Stanford que demostró que vivir sin dolor ni aburrimiento es la causa real depresión y ansiedad

Reveló 6 hábitos que haces todos los días y que están destruyendo tu cerebro: ↓↓

1. Coger el móvil cada vez que sientes la más mínima incomodidad

[Сarm1ne @carm1nee]

Bill Ackman told the story of Donald Bren - the 27th richest man in America that almost nobody has heard of

he bought a fifth of Orange County for $337 million, one deal, 40 years - Forbes says he's worth $15 billion, Ackman says "Forbes is wrong, my guess is closer to $30 billion"

"one way to find a great business is look in the Forbes 400 and see where people made their money"

"we bought 25% of General Growth in 2008 for $60 million - it filed for bankruptcy - investors made a 100-fold return"

Bren's edge was one strategy for 40 years - now strategies generate faster with AI - check the post below ↓

[The Figen @TheFigen_]

In 2014, while filming a movie, Jackie Chan discovered that a group of Mongolian locals knew every word to 'Rolling in the Deep' by heart... even though they didn’t speak English.
The beautiful moment was never part of the script.

[The Icahnist @TheIcahnist]

Future of Private Equity is Permanent Capital.

Blackstone’s perpetual capital AUM is exploding (41% of total AUM)

$64B → $539B in 8 years.

[Rittenhouse Research @RHouseResearch]

Morgan Stanley's Global Head of Thematic Research Stephen Byrd discussing how Galaxy Digital $GLXY is overlooked by investors with respect to the "Bitcoin Miner to AI Data Center Developer" trade..

"That stock (Galaxy $GLXY) has been overlooked because it has so many other businesses. But Galaxy has a fantastic opportunity, mostly in Texas, that is ignored by investors, who tend to go to the more pure plays, like the Hut, like Cipher, and they've overlooked Galaxy. Galaxy has a phenomenal growth outlook..

In dialogue everyday with investors, I just don't hear Galaxy come up as much as it should, I think that will change, especially given their Texas position."

$GLXY

[Macro Alpha @MacroAlphaHQ]

If you are buying this dip, you are volunteering to be exit liquidity for institutional cross-asset portfolios.

Retail is currently screaming about a "generational entry" at $66,633.

They are completely ignoring the macroeconomic wrecking ball swinging right at their portfolios.

Look at the tape structure.

This isn't a healthy macro consolidation. It is a textbook distribution phase violently failing out of a channel.

But technicals are just the symptom. The disease is the rising cost of capital.

Bitcoin is not a safe haven, and it is certainly not digital gold.

It is a high-beta global liquidity sponge wearing a decentralized costume.

When real yields stay elevated and the dollar catches a bid, non-yielding risk assets get mathematically suffocated.

Smart money is already de-risking their long-duration exposure.

They are using these micro counter-trend bounces to offload their heavy bags onto retail.

While you pray for a massive liquidity injection, the bond market is signaling the exact opposite.

A structural liquidity drain is happening right under your nose.

Don't be exit liquidity. Save this tweet to survive.

$BTC $DXY $QQQ

[Massimo @Rainmaker1973]

The best way to learn how to backflip

[FORTUNE @FortuneMagazine]

Within the next 10 years, our phones will no longer be our primary personal device. https://t.co/7H0rXv5Dbe

[Travis Vought @TravisJonVought]

@TheDefiantGhost I love philosophy from an autistic engineer.
It’s like simulated philosophy.

[Defiant Ghost @TheDefiantGhost]

Elon Musk's argument for simulation theory is surprisingly simple:

If technology keeps improving, even slowly, future civilizations will create simulations indistinguishable from reality.

If that's true, the odds that we're living in the original reality become incredibly small.

What's more unsettling, that we're in a simulation, or that we're not?

[Aria Westcott @AriaWestcott]

Breaking: Your smart TV takes a screenshot of your screen twice every second and sells what it sees.

It is called ACR, and it has been running since you set the TV up.

Texas already sued over it. Here is how to turn it off in under 2 minutes:

[GeniusThinking @GeniusGTX]

Marc Andreessen just revealed how Harvard Business School was built on a broken 1941 theory, and how it's now collapsing...

Andreessen co-founded Netscape in 1994 and a16z in 2009.

He has sat on Meta's board since 2008.

He has spent 30 years backing founders — and watching managerial CEOs lose to them.

The pattern traces back to one book: James Burnham's The Machiavellians (1941).

Burnham argued every great company had been founder-run.

Henry Ford ran Ford. Bob Noyce ran Intel.

Today, Elon Musk runs Tesla, SpaceX, and Starlink.

Then, he said, something broke.

Between the 1880s and the 1920s, a new philosophy replaced the founder. It was called managerialism.

The professional manager would now hold a portable skill, usable across any business.

The consequences were:

• Harvard Business School
• Stanford Business School
• Management as a universal skill
• The 1970s conglomerate
"That assumes the managers are going to do a good job," Andreessen says.

For 30 years, they haven't.

Managers can run something static, he says. Soup is soup. A bank is a bank. A car is a car.

But when the industry changes, the manager freezes.

Look at SpaceX.

"Imagine being a professionally trained manager, trained at a top management school, working for a rocket launch company, competing with SpaceX."

Then Elon's rockets started landing on their butt.

"Your management skills ... what good are they at that point?"

Andreessen's conclusion:

"You're much more likely to build something important in the 21st century if you start with the founder and train them on management."

What "professionally run" institution in your life has quietly stopped working?

If you're new here, @GeniusGTX is a gallery for the greatest minds in economics, psychology, and history. Follow along for more similar content.

P.S. I made a free toolkit breaking down 100+ mental models used by history's greatest thinkers.

5,000+ downloads. 113 five-star reviews.

Grab your free copy here: https://t.co/u2q1uUm9vD

• Marc Andreessen ( @pmarca ), co-founder of a16z, on David Senra's ( @
@davidsenra ) podcast

[Mostly Mobile @Smart_Big_Data]

Boris is hilarious ! - everyone just codes now )). — and they seem to enjoy it … versus total drudgery

[Khairallah AL-Awady @eng_khairallah1]

Boris Cherny, the creator of Claude Code at Anthropic, just explained why most people aren't getting real results from Claude

this is one of the best interviews I've seen in a long time

in this talk he breaks down exactly how most people never actually set up Claude:

- the 14% you lose to CLAUDE.md before typing a word
- the memory system that eliminates repeating yourself every conversation
- the custom instructions most users leave completely blank
- the project settings that give Claude permanent context about your work

if you've been using Claude for more than a month and never left the chat window, you have at least 30 untouched features. probably 38

instead of another show tonight, watch this

make sure to bookmark it before it gets lost in your feed

the guide is in the article below

[StockMarket.News @_Investinq]

Ray Dalio just gave the most important AI investing warning of the year (Save this).

The question put to him was simple with Alphabet raising $85 billion in equity, debt markets flooding with AI capital, and war spending piling on top, is there a crowding out happening? Can the system absorb all of it?

Yes, it is a bubble and he has said this consistently since late 2025, citing his proprietary bubble indicators, a composite of ownership concentration, sentiment, leverage, and valuations going back to 1900.

By those measures, AI is currently approaching 80% of the level seen at the 1929 peak and the 2000 dot-com top.

But the part investors keep misreading is what that actually means.

Dalio is not saying sell everything and his position is the opposite: the technology is real, the productivity gains are real, the long-term impact is genuinely profound.

What he is saying is that betting on the technology and buying the stocks are two fundamentally different acts.

In every major technology bubble in history, railroads, electricity, the internet, the technology won.

And the majority of companies that got investors excited during the mania either went bankrupt or spent the next decade going nowhere while the underlying technology kept compounding.

The mechanism for how a bubble bursts is the part most investors never think about.

Paper wealth is not money, bubbles do not burst because fundamentals disappoint.

They burst when a large enough group of wealth holders are simultaneously forced to convert that wealth into cash.

What makes the current setup specifically fragile is the concentration.

The top 10% of Americans now hold nearly 90% of all equities, when that group needs liquidity for any reason, the selling pressure falls on a market that is structurally narrow.

[Silicon Salvage @SiliconSalvage]

There is a graveyard in American tech right now and nobody is walking through it. Companies down 70, 80, 90% from the highs. Still profitable. Still growing. Still the leader in their category. Just unloved. The Trade Desk at 9x earnings. PayPal at 12x with $6 billion in free cash flow. Adobe at 17x and people are talking about it like it’s Kodak. Etsy at 8x EBITDA running a marketplace that two billion people have heard of. Roku trading below its own balance sheet liquidation value if you squint. Match Group, Zoom, Pinterest — each of these would have been a hedge fund’s top pick at this multiple in 2017. Now they’re orphans. Everyone is buying the Mag 7 because the Mag 7 is the trade. The Mag 7 IS already the trade. The trade is over. The next trade is in the rubble pile. You don’t get rich buying what worked. You get rich buying what stopped working for reasons that turn out to be temporary. Every name on that list was a market darling 36 months ago. The fundamentals didn’t fall 80%. The narrative did. Narratives come back. Earnings compound. I’m not buying NVDA at 45x. I’m buying the names CNBC won’t say out loud anymore

[Podcast Alpha @PodcastAlphaX]

Stop modeling OpenAI on DCF. You're using the wrong tool.

@BillAckman told @theallinpod there is one question that matters for SpaceX, OpenAI, and Anthropic: is this person the right person to be running this in 20 years? Everything else is secondary.

He categorizes them as Series D/E stage. Early uncertainty is gone, but they require talent-first underwriting, not financial modeling. The dominant variable in whether the investment works is the quality of the founder assessment.

Every month you delay at current prices is compounding time you lose.

The framework: https://t.co/3axkkQIgxm

Source: All-In Podcast - https://t.co/3EnRCmPuO2

[Sandeep Anand @SanCompounding]

🚨 Leopold fund went All-in on Neoclouds for same reason !!

“Compute through 2027 is sold out.” — OpenAI CFO confirmed on @theallinpod

“If you do not have compute, you do not have revenue.”
OpenAI is passing on opportunities RIGHT NOW because of the shortage.

📝Market prices AI infrastructure on a 2-year horizon.
OpenAI buys on 6 year conjecture 📈
Where she feels most SHORT: 2030, 2031, 2032.

⛔️A single GW-scale data center = $50B + 3 years to build.

The plays ?

The named proxies: $ORCL $CRWV $NVDA

But the real constraint? Power and land.
The neocloud stack I’m watching:
🔲 $CRWV — $99B backlog, OpenAI + Meta locked in, take-or-pay contracts
🔲 $NBIS — AI-native cloud, NVIDIA partnership, 5GW target by 2030
🔲 $IREN — Direct NVIDIA cloud-services contract, DSX partnership
🔲 $APLD — Power + campus execution play, CoreWeave as anchor tenant
🔲 $ORCL — Hyperscaler with long-dated AI contracts

The market is still pricing this on a 2-year lens.
The CFO of the most compute-hungry company on earth is buying on a 6-year lens.
💵 That gap is the trade !!

[tae kim @firstadopter]

An NVIDIA executive just told me the GPU-to-CPU ratio will go from 2:1 today to 1:1 “in months" due to agentic AI.

NVIDIA executive is saying 1:1 IN MONTHS.

CPU CPU CPU $NVDA