Wade Brower

Father, grandfather, friend. Hawkeyes, Chiefs & Royals fan. Still an athlete at 58. Enterprise data & cyber resilience. Learning AI out loud at @wadenextchapter

[Wade Brower @wadebrower]

#14 Iowa. #5 Ohio State. Kinnick tomorrow.

First Buckeyes visit to Iowa City since 2017. That place gets loud for a reason.

#Hawkeyes #GoHawks

[Wade Brower @wadebrower]

4:30 AM. Friday. The day is won before 7.

What time did you start?

#Before7

[Wade Brower @wadebrower]

Ken Walker: AFC Offensive Player of the Month. League-best 360 rush yards and double-digit broken tackles in every game. Undrafted LT Kahlil Benson takes Rookie of the Month too. 3-0 into Vegas. Kingdom's cooking. #ChiefsKingdom

[Wade Brower @wadebrower]

Even on the road I protect that early window. I'm writing the longer version of that on @wadenextchapter. Follow along if you want it.

[Wade Next Chapter @wadenextchapter]

5:57 AM. Vegas.
No dogs to walk. No Tesla to charge. No reason to be up this early.
Up anyway.
The routine was never about the dogs or the car. It's the one window of the day nobody else owns.
Know more. Move faster. Do better.

What's the first thing you protect in your day?

#Before7 #MorningRoutine #NextChapter #Discipline #AIJourney

[Wade Brower @wadebrower]

HAWKEYES WIN! Down 19-14, our defense gets the stop, then Hank Brown takes us 91 yards and hits Reece Vander Zee from 16 out on the last play. Iowa 20, Michigan 19 in the Big House. Like I said this morning: hope is not a strategy. 4-0. #Hawkeyes #GoHawks

[Wade Brower @wadebrower]

Dear Wolverines: Iowa's defense pitched two shutouts in three games. It doesn't need a map to find Ann Arbor. Hope is not a strategy. A good Iowa defense is. 40 minutes to kickoff. #IowaFootball #GoHawks

[Wade Brower @wadebrower]

New account for the AI + health journey: @wadenextchapter. I put the whole 50-pound story up there. AI did the legwork. I still make the calls.

https://t.co/0vSm5rRyRY

[Wade Next Chapter @wadenextchapter]

I'm 58 and I've lost 50 pounds. AI did the legwork. I made the calls and did the work. Here's my whole setup, start to finish, for regular folks who aren't tech people. (thread)

[Wade Brower @wadebrower]

Michigan calls it the Big House. Fine. Today we're just borrowing it for a few hours. Bring the black and gold, Hawks fans. Kickoff 12:30 PT on CBS. #Hawkeyes #GoHawks

[Wade Brower @wadebrower]

Hawkeyes 3-0 and headed to the Big House. Haven't won in Ann Arbor since 2010. But an Iowa offense that actually scores? Moulton and Diaz are for real. CBS is picking the upset. I'm in. Go Hawks! 🏈 #Hawkeyes #GoHawks

[Wade Brower @wadebrower]

Kelce at 36: 12 catches, 172 yards, a TD, and now the NFL's all-time leader in yards after catch. Michael Irvin says it's sleep, eating right, and structure. At 58, I can tell you that stuff works. 87 isn't done. 🏈 #ChiefsKingdom

[Wade Brower @wadebrower]

Dolphins wearing white at home means the Chiefs get to wear red in Miami. Last time we wore red at Hard Rock? Super Bowl LIV. Not saying it's a sign... but it's a sign. 3-0 Sunday? 🏈

[Wade Brower @wadebrower]

Generic AI answers usually mean the model doesn't know you. A short "about me" that travels with you beats fancy prompt tricks.

Free guide — projects, context, prompting:
https://t.co/8EhYqaRfec

What's in your context block?

[Wade Brower @wadebrower]

Most people treat AI like random chats. A project keeps the job, files, and rules so you stop re-explaining yourself every morning.

Free one-pager on that + two more habits:
https://t.co/8EhYqaRN3K

What setup actually stuck for you?

[Wade Brower @wadebrower]

ChatGPT's voice mode doesn't save your conversations. You talk, it listens, session ends — gone. No transcript, no memory, nothing. People assume their voice chats are stored somewhere. They're not. What are you using AI for that you'd want to keep?

[Wade Brower @wadebrower]

Aggregated my health data — Whoop, Apple Watch, Hume scale, BP, meditation, food log, goals — into one ChatGPT session. It knows my targets and plans tonight's meal before a business dinner. I outsource decisions like Jobs outsourced his wardrobe. What have you handed to AI?

[Wade Brower @wadebrower]

Oracle drops on force majeure; half the Street panics. It's a 'shit happens, we're not liable' clause, not proof the data center's burning. Leverage and debt matter, but that's harder than selling a ticker. Is AI buildout slowing, or is the market lazy?
https://t.co/AQxKdrh4bq

[Wade Brower @wadebrower]

Everyone has a Bloomberg terminal and a LinkedIn bio that says 'macro strategist.' Nobody reads filings — they trade the headline and call it analysis. The market runs on people who won't open the document. Sound right, or am I missing something?
https://t.co/AQxKdrhC0Y

[Wade Brower @wadebrower]

Meta added ~$200B on Muse downloads.

Cash flow is thin, capex is huge, and still no clear Muse money story.

Street prices virality. Books price a factory.

What are we missing for chips & AI — downloads always become dollars, or spend is real and revenue isn’t?

Not advice.

[Wade Brower @wadebrower]

Wall Street: AI memory scarce forever.

Same week: fat Buy on SanDisk, Micron prices peaking next year, Dell’s AI backlog stuck on short chips.

Contracts buy time — not a broken cycle.

Early squeeze or late crowded trade?

Not advice.

[Wade Brower @wadebrower]

Lazy add-on: Morningstar “SNDK NBMs financially guarantee <20%.” Math true. Framing is a weapon. Collateral ≠ fake book. Falsifier = do floors hold when shortage leverage dies, or do they reopen.

[Wade Brower @wadebrower]

TL;DR: Street can hold two opposite memory takes under the same logo and call it research.

Citi hosts Dell: DRAM/NAND are THE bottleneck, supply gets tighter next year, $95B AI backlog, customers talking 2–4 yrs out.

[Wade Brower @wadebrower]

Same house on Micron weeks earlier: cut PT $1,400 → $1,150, prices decelerating, peak 2Q27, GM mid-80s → mid-70s.

Then Citi again: structural undersupply through 2031, MU preferred. Pick a timeline.