Hey my friend

Opinions, that's all...

[Hey my friend @Toni_Cast]

@VanceE Where do you see the anti prostate cancer?

[Hey my friend @Toni_Cast]

@InversorBit Una pregunta. Porque veo que estas en Suiza. Si usas opciones, no te consideran inversor profesional y entonces pagas taxes por los capital gains? Gracias

[Hey my friend @Toni_Cast]

@jordigarcia Es curioso Jordi, porque yo pienso igual que tu. Aunque tengo 36 ahora, mi padre falleció cuando tenía 15 años. Voy a ser padre en breves y mi planteo está pregunta todos los días...

[Hey my friend @Toni_Cast]

@ProfeFinanciero Bueno eso sería bruto realmente, luego quita impuestos..

[Hey my friend @Toni_Cast]

@ModoPatrimonio @thenocoiner La verdad es que es de chiste... Seguro que tendrá hasta un préstamo con la empresa 😂

[Hey my friend @Toni_Cast]

@diegoale_6 @rata_bursatil_ Con 100k invertidos no haces nada. Sigues siendo clase media

[Serenity @aleabitoreddit]

Here's a bunch of random 30 US-available random stocks I like today and why:

1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE

Just throwing out other thoughts aside from $AAOI and $AEHR.

[Hey my friend @Toni_Cast]

@SantinoCripto @grok es esto cierto?

[Stocker-Man @TheStockerMan]

This morning I did an absolute deep dive on $DUOL and $HIMS … went through the numbers, longterm setup, user growth engine, monetization, and what both businesses could realistically look like by 2030.

Starting with $DUOL first.

$HIMS thread coming shortly.

Here’s my $DUOL thread 🧵

[Hey my friend @Toni_Cast]

@InversorBit Tremendo

[Olivia Chowdhury @Oliviacoder1]

BREAKING: I asked Claude to upgrade my LinkedIn profile.

It didn’t just “upgrade” it. It turned it into a recruiter magnet.

Here are the exact 7 prompts I used:

[Hey my friend @Toni_Cast]

@PaulAustin3w @threadreaderapp unroll

[Fran Pradas | Ingeniero de IA @franpradasAI]

ADIÓS ASESORES FISCALES

🔖 Guarda esto para la declaración de la renta de este año.

ChatGPT lo hace gratis en 10 minutos.

Sin colas. Sin 150€ de honorarios.

6 prompts según tu situación 👇

[Hey my friend @Toni_Cast]

@Outdoctrination @grok is it possible to reverse Tinnitus?

[Coach Noah Revoy | Arms Dealer For The Soul 🏴‍☠️ @NoahRevoy]

Newborns are fairly easy. They sleep most of the day. They are only awake for a few hours, and while they are awake they are eating and being changed, then they go back to sleep again.

Babies are a little more work, but they still sleep most of the day.

What is really difficult is toddlers. As soon as they become mobile, as soon as they can crawl, they get into everything. If they are awake you have to be watching them, or you have to put them in a playpen, which I do not like. I prefer not to restrict my children’s movement like that. I prefer to prepare the house so it meets their needs.

Then they start walking and it becomes even harder.

Around five or six years old, something changes. If you have been teaching them, they can begin doing a lot of chores. They can clean up after themselves, get dressed, feed themselves properly, and handle many small responsibilities. Children can begin learning these things earlier, but around that age they usually become good enough that you do not need to intervene very much.

After that point it gradually becomes logistically easier to take care of them. It may become more expensive in some ways, but it becomes easier from a logistical standpoint. Your focus shifts more toward moral training, bonding, and guiding them.

What this means is that if you have children under the age of five, especially multiple children, it can be very difficult. The good news is that this phase only lasts for a certain period of time. After that it becomes easier again, assuming you train your children well.

All of this assumes the children are healthy. If a child has serious health issues, that is a completely different situation.

The key to getting through the under five stage is to simplify everything. Everything needs to be as simple as possible and as organized as possible, and ideally you should do that before you get yourself into that position. I would say the period when you have a newborn at home is when you should begin simplifying everything.

What does that mean?

First, have a simple roster of meals that repeat. Cook the same things every week or every two weeks in a cycle. Choose easy meals. One pot meals, or meals you can put in the oven and let them cook. They can still be homemade, nutritious, and very tasty. The point is to choose meals with very little preparation. Ideally something that takes fifteen to twenty minutes to prepare. The cooking time does not matter because the oven handles that, not you.

Second, remove everything from your house that is not required for raising your children, at least from the areas where the kids spend their time. This way you do not have to worry about them breaking things or getting into things they should not touch. Empty space is perfectly fine. If the floor is cold, put down some mats so they have a place to play. A simple open area and a few toys is all they need.

One small box of toys is enough. A two or three foot wide box with perhaps a dozen toys inside. A box of Duplos, a couple of stuffed animals, a few balls, maybe a few soft books. You may own more toys than that, but only keep a small number out at any one time. That way cleaning up after them takes five minutes at most.

You also need to set up your bathing and changing stations so that everything follows an efficient pattern of movement. You move from one step to the next and it is done. You should be able to change your baby half asleep in the middle of the night. The only way that works is if everything is laid out very clearly. Nothing to trip over, nothing to bump into, and everything kept simple.

One smart idea my wife came up with was to buy LED candles and place them in the areas of the house where you need to go at night to care for the baby. That way she could wake up half asleep, change the baby, and not need to switch bright lights on and off. She could stay half asleep and do everything almost on autopilot. That helped us tremendously.

Our challenge was that we live in a small apartment and it is easy to accumulate too many things. Even so, simplifying the space helped a great deal.

If you have older children when you have younger ones, that can make a big difference. For example, if you have a ten year old and new babies, that ten year old can be very helpful if they have been well trained. They can handle all of their own responsibilities, keep their own toys and mess organized, and help with things like loading and unloading the dishwasher, running the washing machine and dryer, folding clothes, or watching the baby for a moment while you step away. Those small contributions make a real difference.

At this stage your biggest problem is not necessarily the amount of work. There is not actually that much total volume if you have simplified things properly. If you find there is a huge amount to do, it usually means you did not simplify earlier.

The real challenge is interrupted sleep. You may lose two or three hours of sleep each night, and that loss adds up if you do not make it up during the day.

The good news is that small children sleep a lot. Babies sleep a lot, toddlers sleep a lot. If you organize things properly, when your toddler sleeps, you sleep as well until you catch up. Then you can use some of their sleep time to get other things done.

The whole approach is about reducing overhead as much as possible while still caring properly for yourself and for the children.

Even if you do everything well, you will probably become more and more tired during the stage when your children are very small. The good news is that it does not last forever. Once they grow older you recover.

Sometimes you simply have to endure the season. It passes, and you will make it through. Everyone else does. You can too.

[ImpactoEterno @ImpactoEterno]

Tus padres están envejeciendo.
30 cosas que hacer con ellos antes de que el tiempo pase.

1. Graba su voz contando una historia. Algún día, esa voz se convertirá en un sonido que nunca volverás a oír.

[Sergio Perera @JEFESINCORBATA]

Un hombre deposita $10.000 en un banco.

El banco le agradece y registra el depósito en su balance. Pero no donde cabría esperar. Para el banco, esos $10,000 son en realidad un pasivo, porque técnicamente pertenecen al cliente y podrían tener que ser devueltos.

Entonces el banco hace lo que hacen los bancos do. : presta 9.000 dólares de ese dinero a alguien que compra un coche.

Ahora ocurre algo interesante. El préstamo de $9,000 aparece en los libros del banco como un activo, porque ahora alguien le debe dinero.

Así que los mismos $10,000 cumplen dos funciones a la vez. El depositante cree tener $10,000 seguros en el banco. El prestatario ahora tiene $9,000 para gastar.

Esos $9,000 se depositan en otro lugar. El siguiente banco presta $8,100. Esos se depositan de nuevo. Luego se prestan $7,290.

Pronto, los 10.000 dólares originales se han convertido silenciosamente en decenas de miles de dólares de préstamos repartidos por toda la economía.

Todos creen tener dinero. Los depositantes ven los saldos en sus cuentas. Los prestatarios tienen el dinero que gastaron. Los bancos muestran activos saludables en sus balances porque la gente les debe dinero.

Y aquí está la mejor parte.

Los bancos cobran intereses por todos esos préstamos, quizás un 7%. Pero el depositante que aportó el dinero original podría ganar solo un 0,5% en su cuenta de ahorros.

De esta forma, los bancos cobran intereses sobre un dinero que en su mayor parte no era suyo y se quedan con la diferencia.

El sistema funciona maravillosamente.

Siempre y cuando nadie pida la devolución del dinero al mismo tiempo.

[FoundMyFitness Clips @fmfclips]

Taking around 2 grams of omega-3s per day might be one of the highest-ROI habits for lifespan and cardiovascular protection

At that dose, most people can move their omega-3 index from ~4% to ~8%, a range associated in observational studies with about a 5-year increase in life expectancy and ~90% lower risk of sudden cardiac death

Omega-3s also support brain function and mood, with clear benefits for depression and cognition

Yet nearly 90% of Americans fall short of recommended EPA and DHA intake

Few interventions this impactful are this easy

[Juan Luis Hortelano @jlhortelano]

Muy interesante el proyecto https://t.co/Xr5a1g4vml que recoge más de 1.700 startups de YC que han muerto. Con post mortem superdetallados y quién resolvió después el mismo problema con éxito.
Además también ofrece un playbook para revivir esos proyectos (con una parte de pago), pero aun así, mucha valiosa información libre.

Posterous murió. Substack llegó después. Webvan no sobrevivió. Instacart sí. Y como estas, un montón.
Las ideas no mueren, evolucionan.
El timing y la ejecución sí importan, y mucho.

Hay más recursos parecidos: https://t.co/3tccfPf08x (todo lo que Google lanzó y abandonó), https://t.co/bxoS7z0tuT (400+ startups fallidas filtradas por industria y causa), o https://t.co/Bu0wdezucC (de pago, de Greg Isenberg, convierte tendencias de Reddit en ideas con demanda real).

Lo que me parece interesante de todo esto con el potencial que hoy nos ofrecen las herramientas de IA es que el coste de explorar esas ideas se ha desplomado.
Muchas fallaron por timing, no porque la idea fuese mala. La infraestructura no estaba lista, el usuario no había madurado, el coste de construcción era inasumible para un equipo pequeño.

Esas tres barreras han bajado mucho.

Me da que en los próximos años vamos a ver bastantes relanzamientos de ideas que murieron entre 2010 y 2020.
No copias. Adaptaciones con equipos de 2-3 personas como mucho donde antes hacían falta 20.
Estos "cementerios" son en realidad bancos de ideas con autopsias incluidas.