Well, perhaps this shall reach Andilar Although I know not how it can For once again, he's hurled his wind Upon the silver prow But if it should, my words are these "Arise, young men, fine ships to build And set them north for Valinor 'Neath standards proud as fire"

My brother in Christ we are 5 months away from AI being able to do an 8 hour human task and you think this is a game? We have a trillion dollars in compute going online in 3 years to train shit you can’t even conceive. We have anthropic confidently saying they know how to solve

https://t.co/iNT57R0XPZ

Larry Page: “Elon is one of the people who genuinely understands physics and applies it.” Sergey Brin: “Elon is someone who thinks extremely deeply about hard technical problems.” Eric Schmidt: “Elon is extremely smart. He thinks about problems at a fundamental physics level.”

BofA and JPM in the same day. Slowly then all at once.

End of beta

There’s whole books on theology that don't get anywhere near these thoughts from Napoleon on Jesus

https://t.co/t0yJ3L9HXn

The dot com bubble 2.0 people haven’t used Gemini 3 Pro and it shows

Top line is where the liquidity fuel has cyclically exhausted. It ends the red zone. All multi-year tops have printed here. Bottom line is where the liquidity fuel has cyclically ignited. It begins the red zone. All multi-year parabolic moves have started here. Bitcoin doesn’t

The GS non-profitable tech has now retraced a Fibonacci 38.2% of its recent advance. Support is around 175. In my view, this is a good thing following all the bubble talk about a 1990’s melt-up. Better to endure some steep corrections now than going through an uninterrupted

Northern Lights

With macro uncertainty for large BioPharma settling out, FTC risk coming down, P/E valuations at long term lows, huge LoE's ahead... it's time for some Big-Big M&A once again. My take: we will see one or more >$50B biopharma acquisition within the Top 20 players in the next

i hope people realize that NEO is the Motorola Dynatac of humanoid robots they will get much better, smarter, faster, and cheaper. it will also happen much faster the sci-fi future is here and it’s going to be glorious

This is all important and true, but at its core, it's a growth-stage hyperscale tech play that yields 7%. Take a step back and process that.

Submitted for world record brown trout caught on a fly. Didn’t catch him, but I netted him so I get to brag too. Shifting world records from New Zealand to Wisconsin. Doing God’s work some might say.

90 day offset on global liquidity (FED, TGA, RRP, ECB, PBC, BOJ). Fits a lot better than Global M2 charts floating around. Not nearly as steep of a rollover as the previous two contractions, but not much juice to kick off a rally either.

🍂

The AI model that is barely worth using today becomes the model that gets you fired if you don't use it two years from now.

It's a longer ramp. The business cycle framework explains why.