For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
https://t.co/AUKzoQ5Ikb
One of the guys on X with a really deep understanding of memory stocks like $SNDK $MU $DRAM SK Hynix and Samsung
Putting out excellent research and stress tests here
Make sure to give him a follow!
Crypto is a hyper volatile asset and some macro headwinds are weighing on Bitcoin and ETH $BTC $ETH
- headwinds: markets see Fed hike, Clarity Act purgatory, AI 🤖 FOMO, and private credit hurting flows
- tailwinds in place: tokenization a megatrend, crypto downstream of AI 🤖, money is becoming digital / software and sentiment so bad (peak pain?)
Great speaking with @Scaramucci on this
AMD will be a $1,000 stock.
This run is far from over.
We were buying below $100 last year and kept buying around $200 just a few months ago.
Today, it's $515.
It will be a $1000 stock in the coming years,
Regardless of how it performs in the coming months.
Every account is suddenly bullish on $MU. Where the fuck were you in 2024?
In Sep. 2024, I was the only one calling elevated DRAM contract prices for 2H 2025.
Analysts were downgrading. The entire X was chanting Nvidia and AMD.
Years ahead of all of you. As always. Receipts 👇
Here are the reasons I invested close to a billion dollars in precious metals over the past six months—including the purchase of 1.5% of the annual global silver supply (12.69 million ounces) :
The global monetary system is about to collapse (The Great Reset, or Basel Endgame).
The biggest credit bubble in history will soon pop ($300T).
There is no way the US can refinance its $28T in maturing treasuries in the next 4 years without an obscene amount of printing.
Trump tariffs are hastening the collapse, and it’s by design.
Gold and silver are the only meaningful life raft. Physical possession is everything.
The whole world right now is a sophisticated game of musical chairs; the chairs are precious metals.
Crypto is a psyop. Those who purchase will have no chair when the music stops.
Real estate, crypto, stocks and bonds will all lose significantly compared to precious metals.
The banking system has been meticulously designed to seize your assets to buoy up a collapsing banking sector (see The Great Taking). You have ZERO counter party risk with precious metals.
I’m up 20% already, on most of my purchases.
This is not a drill. Your grandkids someday will either muse or lament this financial decision you’re now faced with. Don’t fail them.
Not financial advice. For educational purposes only
#silversqueeze
For the Hong Kong Fire, we built an open, centralised database to preserve all verifiable information, news reports, footage, technical analyses, contractor details, volunteer/community support records, official responses, and follow-up developments.
My view has not changed since 2019.
In 2019 btc market cap was $100B ($5k btc). This chart said btc mcap would grow to $1T ($50k btc) in 2020-2024 halving period (blue arrow). It did.
The same chart shows $10T mcap / $500k btc for 2028 (red arrow). That is still my view.
🚨 JUST IN: Michael Saylor gives latest Bitcoin price predictions
- $150,000 Bitcoin by the end of the year
- $1,000,000 Bitcoin over the next 4-8 years
- $20,000,000 Bitcoin over the next 20 years
Send it 🚀
Everything hitting record highs at once isn’t prosperity .. it’s system fatigue. Stocks, gold, Bitcoin, and bonds can’t all be “right” simultaneously. What’s breaking is the denominator.
When every asset re-prices in unison, it means the unit of account is failing to anchor reality. Central banks didn’t lose control of inflation .. they lost control of perception. The market no longer believes in long-term fiat credibility.
This is the phase where nominal wealth explodes while real purchasing power silently implodes. The world isn’t getting richer .. money is getting weaker.
🧵BITCOIN'S FINAL ATTACK
Corporate adoption of Bitcoin is the FINAL SPECULATIVE ATTACK on fiat currency.
Let me explain the game theory that every CFO will eventually realize… 👇