My updated stock-picking framework - The A³C³E Framework: 1⃣ Ahead of the pack, riding megatrends—be disruptive, be the best 2⃣ A mission-driven, visionary CEO who constantly under-promises and over-delivers 3⃣ Attractive valuation with ample margin of safety 4⃣ Consistently

Over the weekend, I came across Rubrik $RBRK, a company that caught my attention. I'm contemplating initiating a small position in it. Here is why. 1⃣ Simple, aspirational and optionable mission statement: Securing the world data

$IREN "The Childress, TX, high-voltage design in Texas was already under serious development years earlier. By mid-2024, Iren was able to upsize the Childress connection from 600 MW high-voltage interconnection to 750 MW and repositioned the site as a 750 MW AI-optimized

This paper trains a code model by self-play, using formal proof checks so only truly correct code counts. The big problem is that coding self-play usually grades itself with unit tests, and unit tests can miss bugs, so the model can learn the wrong tricks. This paper proposes a

The Islamic regime’s security forces are now dragging women off the streets and into prisons for demanding a free Iran. Where are all the Western feminists? Any protest marches planned in London this weekend? No? Why not?

Every time there is a popular uprising in Iran, the "human rights" community goes notably silent What an absolute betrayal of the Iranian people

The silence from Free Palestine–aligned public figures when Iranians risk their lives in protest says everything. Jew hatred never stops with Jews. It corrodes truth, empathy, and moral courage everywhere. Criticizing Iran, one of Hamas’s chief sponsors, would mean admitting the

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I bought some $TEM today

If collectivism truly worked—and individualism were inherently short-sighted and harmful—then countries built around collectivist , like the USSR, China, or Muslim countries like Iran, should be the most prosperous in the world.

A hilariously bad metaphor, if you know how collectivist heating worked in the USSR. In Soviet Moscow, they had a centralized heating system for the whole city. Heat was centrally generated and then distributed through a network of pipes to houses and other buildings. The

The "warmth of collectivism" is to freeze while those with heated dachas tell you how noble your sacrifice is.

👍 Awesome !

For the record: “The individual is nothing; the collective is everything.” - Stalin “The interests of the individual must be subordinated to the interests of the collective.” - Mao “Everything in the State, nothing outside the State, nothing against the State.” - Mussolini

As a response to socialism, Miami will replace NYC as the finance capital and Austin will replace SF as the tech capital.

As the New Year gets underway, the opportunity ahead for $IREN and energy-intensive computing has never been clearer. Model capability keeps accelerating, AI adoption is broadening, and demand for compute is rising faster than most expected. When Will and I set out to build

CNN to Nick Shirley: How do you know the MN daycares are frauds? Shirley: I went to them and saw they’re frauds. CNN: Oh yeah? Well we’re going to call them. Shirley: Good! CNN: “Only one daycare responded and said they’re a legitimate business.” 😂 https://t.co/IZRQrilsxs

CNN spent more time investigating Nick Shirley than the fraud in Minneapolis.. Pathetic

California didn’t even have slaves! Why is it right for someone who escaped tyranny in other countries and happens to live in SF to pay “reparations” for something they had nothing to do with? This is deeply morally wrong.

2026 is going to be a defining year for $IREN While 2025 was the breakout year for $IREN, 2026 will be the real test, a year that will make or break the $IREN thesis. Even though I’m highly confident that $IREN is up to the task, there are still some unanswered questions for

Very insightful Coinbase’s 2026 Crypto Outlook: The Forces That Will Define the Market w... https://t.co/Ewrl0CV9sz via @YouTube