Tomas Anez

20 | Economics • Investing • AI • Self-improvement
Stack. Compound. Repeat.

[Tomas Anez @tomasanezm]

Incredible opportunity to visit Google HQ. One of the best companies in the world and one of my favorites — the future ahead is massive. Long $GOOGL. 🚀

[Tomas Anez @tomasanezm]

@LongGameEquity $MU

[Mindset for Money @Mindset4Money_X]

mfs with 4 $meta shares getting diluted while zuck keeps voting control

[Tomas Anez @tomasanezm]

Maybe I'm missing something.

Everyone's throwing every last dollar at "the dip."

The S&P 500 is down 2% from the high.

That's not a dip. That's a Tuesday.

[Tomas Anez @tomasanezm]

@EvaFox History

[Tomas Anez @tomasanezm]

$IREN is worth ~$12B today.

A Bitcoin miner turned AI cloud company, now holding:

• A $9.7B, 5-year contract with Microsoft
• A $3.4B deal with NVIDIA

• A target of 4B in annualized AI revenue by year-end, ~85% already signed

That's about 3x the revenue run-rate it's guiding to.
But there's another side:

• FY2026: $707M in revenue, $703M net loss

• Massive capex, convertible debt and a $6B share-sale program

• Microsoft can walk away if they deliver late

Demand isn't the problem. Execution is.

If they deliver, $12B looks cheap. If they don't, it's a trap.

I'm watching this one closely.

[Tomas Anez @tomasanezm]

Most of the work that changes you happens where no one can see it.

The pages you read when you'd rather scroll. The plans you say no to. The workouts you show up for even when you're tired. The hours you put in with nothing to show for it yet.

Some days it feels like building in the dark.

But that's exactly where it happens. Not in front of anyone. In small choices nobody will ever see.

I'm not there yet. But I'm closing the gap every single day.

Every day cost a little less. And one day it won't feel like discipline anymore. It'll just be who I am.

You don't change in one big moment. You change by piling up enough good days that you wake up as the person you used to only picture.

[Tomas Anez @tomasanezm]

38% YTD.

No leverage. No options. No meme stocks.

Just buying the best companies in the world when the market doubts them.

Why do people make this so complicated?

[Tomas Anez @tomasanezm]

Something just came across my desk John…

It might be the best thing I’ve seen in the last 6 months

$AMZN

[Tomas Anez @tomasanezm]

This painting shows Napoleon in his study. The clock reads 4:13 a.m. The candles are almost burned out. He's been up all night working on his Civil Code.

That's how he learned faster than almost anyone in history: putting in the hard work while everyone else was asleep.

Three rules he lived by:
Slow contemplation. One book studied deeply beats four books skimmed. Read it, question it, make it yours.

Deadlines. Pressure forces focus. No deadline, no urgency.

Be ruthless with your time. Retention matters, but mastery still demands hours.
Nobody masters anything part-time.

I'm not there yet. But I'm reading slower, retaining more, and guarding my hours.

[Tomas Anez @tomasanezm]

Every dollar in an AI company right now is a dollar saying no to 5.28% risk-free.

That's the real signal. Not the headlines, not the hype.

The bond market is offering the best deal in twenty years and capital keeps walking past it.

Markets don't do that unless they believe something enormous is coming.

[Tomas Anez @tomasanezm]

Everyone is asking which companies will build AI.

The better question: which ones survive it.

Corporate margins just hit an all-time record. AI adopters are expanding cash flow margins at twice the global average.

But if your only advantage was doing something cheaper or faster, AI just handed that to your competitor too.

The moat is the whole thesis now. Everything else gets commoditized.

[Tomas Anez @tomasanezm]

The fastest way to compress decades of learning and mistakes: read about people who already did it.

Napoleon studied Caesar. Jobs studied Land. Buffett studied Graham.

You get their 40 years of mistakes in a weekend.

Human nature hasn't changed in 2,000 years. Fear, greed, ambition, panic, strategy. Same code, different century.

The greatest minds in history wrote everything down. Almost nobody reads it.

[amit @amitisinvesting]

what a time to witness this…for all the issues the world has, we are living through an incredible moment in human history.

[Tomas Anez @tomasanezm]

@NotA_Bull $NVDA and $AMZN are different bets though. NVDA needs the buildout to keep going. AMZN gets paid either way through cloud, ads and logistics. One is levered to capex, the other is levered to usage.

[Tomas Anez @tomasanezm]

Everyone is picking the AI winner. I think $AMZN is one of them.

Cloud. Chips. Ads. Logistics. Robotics. Five moats compounding at once.

You're not betting on one model winning. You're betting on all of them needing compute.

Amazon owns the infrastructure and the distribution.

Amazon is next.

[Alexandr Wang @alexandr_wang]

he’s wired in

[Tomas Anez @tomasanezm]

Three months ago $META was the AI laggard. Massive capex, no clear way to monetize it, and a trial where states claimed penalties could reach $1.4 trillion.

That's when most people sold.

Muse is now #1 on the App Store and the stock is up 35% in a month.

Same company. Different story.

Meta just changed the entire AI trade.

[Tomas Anez @tomasanezm]

Most people wait to feel ready.

Ready never comes.

So stop waiting. Dial in. Put in the hard work nobody sees.

Stack. Compound. Repeat.

One day you'll either be the person you were meant to become, or the one explaining why you never did.

I know which one I'm choosing.

[Tomas Anez @tomasanezm]

@alois25742634 market always puts things in their place. 1000 next, 1500 inevitable. long $META

[Tomas Anez @tomasanezm]

@robchamo Cuál?