People underestimate the value of the $AMD × OpenAI partnership. This isn’t a simple supplier deal. OpenAI co-designed the MI450 with AMD, and the multi-generation agreement means they’ll collaborate on future GPU generations as well. The 6-gigawatt deal does two key things: •

$META buying $GOOGL TPUs. Anthropic running and training their models on data centers made entirely of $AMZN Trainium chips. OpenAI likely to agree to use $AMZN chips. All this shows that large language models are becoming a commodity. What hyperscalers will care about more

Designed as an FPP-first experience, PUBG: Black Budget is a tactical extraction shooter built around tension, survival, and the unknown.

Databricks’ CEO nailed it: “It’s becoming more and more clear that large language models are becoming a commodity. The real edge comes from having your own proprietary data.” Proprietary data will be the most important moat of all.

If you have any doubts about whether $HIMS and $NVO are undervalued: $HIMS has launched its $250M buyback program, repurchasing $55M of its own shares just last month and openly stating that the stock is undervalued. At $NVO, board member Stephan Engels bought 6,450 shares on

$META buying $GOOGL TPUs. Anthropic running and training their models on data centers made entirely of $AMZN Trainium chips. OpenAI likely to agree to use $AMZN chips. All this shows that large language models are becoming a commodity. What hyperscalers will care about more

If matter can't be created from nothing then where did our universe of matter come from?

I’m thinking about making a few changes to my portfolio heading into 2026. This is how I’d like it to look: • $AMZN • $NVO • $HIMS • $AMD • $UNH • $GRAB • $IREN • $OSCR • $LMND • $META • $NBIS • $ROOT Maybe a bit too diversified for my taste, but I don’t mind it.

My 3-year price targets: • $AMD: $900 • $NBIS: $800 • $HIMS: $500 • $ROOT: $400 • $HOOD: $350

WAYMO IN DISCUSSIONS TO RAISE $15B AT A $110B VALUATION. $GOOGL CEO Sundar Pichai says Waymo will “meaningfully” contribute to Alphabet’s financials by 2027. The company just hit 450K weekly paid rides and 14M trips in 2025 👀

The market is full of opportunities: • $NBIS – $19B market cap • $HIMS – $7B market cap • $IREN – $9B market cap • $ROOT – $1.1B market cap • $OSCR – $4.4B market cap • $LMND – $5.9B market cap • $DUOL – $8.5B market cap A few years from now, you’ll thank yourself for

The 48V NEXUS off-grid solar battery is built to keep your cabin, homestead, or backup system running strong with serious LiFePO₄ capacity, scalability, and dependable performance when the grid can’t be trusted. If you’ve been waiting to build out your off-grid system or

My 3-year price targets: • $AMD: $900 • $NBIS: $800 • $HIMS: $500 • $ROOT: $400 • $HOOD: $350

People underestimate the value of the $AMD × OpenAI partnership. This isn’t a simple supplier deal. OpenAI co-designed the MI450 with AMD, and the multi-generation agreement means they’ll collaborate on future GPU generations as well. The 6-gigawatt deal does two key things: •

2026 will be a turning point for $AMD. MI450, designed with OpenAI, is coming — but the real shift is Helios: $AMD first rack-level solution. That’s $AMD moving from a chip supplier to a systems company. Helios is built on an open rack architecture, developed with $META. $AMD

This portfolio will obliterate the market over the next 3 years: • $HIMS • $NBIS • $LMND • $AMD • $OSCR

Am I hearing things or is this some sort of sign... 🗿

Elon says AI and robotics will cause massive deflation, and that will solve the US debt problem. He explains: “Deflation or inflation is the ratio of goods and services produced to changes in the money supply. If output grows faster than the money supply, deflation occurs. With

10/ $ROOT is quietly becoming a tech-first, efficient, customer-focused insurance leader. If they keep executing, the upside could be massive.

9/ $ROOT Setup: ✅ Profitable ✅ Data-driven moat ✅ Growing through partnerships ✅ Targeting a $350B+ market All at a $1.2B valuation.

8/ And $ROOT ambitions go beyond car insurance: “Our goal remains to build the largest, most profitable personal lines insurance carrier in the U.S.”

7/ Meanwhile, legacy insurers are stuck in the past. Hundreds of outdated systems, slow tech adoption. Replicating $ROOT would take them years.

6/ Growth isn’t just via their app. They’re expanding with embedded insurance, like their Carvana partnership. Buy a car on Carvana and add insurance? Powered by $ROOT. In Q3, they more than doubled new writings YoY in their partnership channel. Distribution without massive

5/ $ROOT has built a machine-learning flywheel: More customers → more data → smarter pricing → lower risk → more customers. The loop keeps spinning.