I’m an early and long term $AMD, $TSLA, $PLTR, $SPOT, $HIMS, $DUOL investor. My incentives on this platform are to make the best investments possible in public, so more people want to buy my course to learn the mental framework behind my picks.

Enjoy. There’s lots of winning coming.

1/ Housing is the defining issue of our time. As California's average home prices approach $1 million, @CSElmendorf and Ed Glaeser, America's leading urban economists, call on California to stop the vetocracy and BUILD. MORE. HOMES. 🇺🇸 From today's @latimes:

$AMD wins big this decade

Enjoy your last few years of having to work and not being fully confronted with the inexplicable mystery of existence

I’m fully dedicated to skiing now to recalibrate my nervous system but I’m not sure it’s working…

Once there’s a model that can literally do your job for you, why not pay for another 1000 models to 1000X your output? Or a million to 1mX it. People don’t realize we live in an unprecedented time in history.

With $HIMS opening Labs up to ingest data from other providers, it's increasingly becoming a digital twin of your body. This is why I'm so big on this company. You can prevent any illness of you have enough data.

The consensus now is that AI stock valuations have come down to reasonable levels. But in the context of a 10 year long thesis, what's the difference between buying $PLTR at $200 or buying it at $168? The answer is that expensive stocks turn out to be cheap and viceversa.

Countless ups and downs along the way, but in the end $COST obsession with delivering more value to customers per $ has created massive wealth for shareholders. $HIMS, $DUOL, $SPOT and others are leveraging the exact same playbook, applied to network effects.

Value creation processes are accelerating in tandem with AI scaling laws. Enjoy (or not).

I'm betting my entire net worth on these 6 predictions: 1. $TSLA will go to $10K /share when they fully unlock robotaxis. 2. $HIMS will be a $400B company in 5 years. 3. $PLTR will be $1T company in less than 3 years. 4. $DUOL will hit 1B DAUs in 5 years. 5. $AMD will

I won’t be doing a special Black Friday discount for my course. But now’s a great time to buy anyway, because the price will continue going up as I release new versions. V2.4 is the product of feedback from more than 900 customers.

V2.4 of my course is now live. It’s better than ever.

The two most profitable trades of this decade are going to be $COST for education and $COST for healthcare.

$PLTR investors after surviving the Nth correction, allegedly the worst 6 weeks in many portfolio manager’s careers, with 0 actual impact on their net worth

In hindsight, you wouldn't think buying $COST 40 years ago was risky. I just own 6 Costcos. $DUOL is $COST for education. $HIMS is $COST for healthcare. $TSLA is $COST for robots. $AMD is $COST for chips. $SPOT is $COST for media. $PLTR is $COST for digital twins.

Only one of my theses has to work.

I'm betting my entire net worth on these 6 predictions: 1. $TSLA will go to $10K /share when they fully unlock robotaxis. 2. $HIMS will be a $400B company in 5 years. 3. $PLTR will be $1T company in less than 3 years. 4. $DUOL will hit 1B DAUs in 5 years. 5. $AMD will

November 2025 has been a brutal month. But it doesn't matter. All my winners dropped violently many times. I'm up 23X on $PLTR, 50X on $AMD, 32X on $TSLA, 6X on $SPOT and 2.5X on $HIMS. Tough times don't last. Winners do.

So in theory, if you figure out a precise way to take out Subdoligranulum isolate 7, Rheumatoid Arthritis may see meaningful improvements. All these autoimmune conditions seem to be pathogens tricking the immune system into making rogue antibodies.