Update of my top holdings in descending order: $MELI 12 $CLPT 8 $AXON 7 $NVDA 7 $NBIS 5 $TMDX 4 $RKLB 4 $CRWD 4 $NU 3 $SE 3

$qure $clpt Victor Sung He notes that following the recent uniQure news his clinic has received more than 50 calls a day from people wanting to learn more. He’s excited about what’s next after this landmark study. https://t.co/l5aZXXXU17

$GOOG VEO 3 vs Sora 2 OpenAI

$clpt For new people to the story, 2 older interviews from Clearpoint’s CEO Joe Burnett The first was a interview from Oct 2024 Why he wanted to be a CEO “And then the second thing I really realized is I loved working on what was coming next.” “And I was always, you know,

$clpt Askbio Interesting… looks like they are testing some things to make the procedure quicker. This study is being done to test a new way of delivering AB-1005 into the brain. The goal is to make the procedure easier and quicker to perform, while providing similar amounts of

$RBRK CEO @bipulsinha on @CNBC "You can't prevent the unpreventable. Police can't stop all crimes, that's why you have judges and courts. Cyber resilience is fundamental to every business."

@Mufasa_Capital @catshealdeprsn AI has dramatically enhanced scamming success by enabling realistic deepfakes, voice cloning, and personalized phishing, flipping AI phishing efficacy from 31% less effective than humans in 2023 to 24% more by mid-2025 per cybersecurity reports. This correlates with surging

AI Clouds Are Becoming the Fastest-Growing Layer of the Cloud Economy The AI-Cloud market is expanding at breakneck speed, powered by the global shortage of GPU capacity and surging enterprise demand for model training and inference. Analysts project GPU-as-a-Service revenues to

NAND we are cooked. Perhaps a memory super-cycle for the ages. $MU

It was the best of times... https://t.co/nvtqcGz037

What’s you highest conviction holding right now?

Holy shit...Google just built an AI that learns from its own mistakes in real time. New paper dropped on ReasoningBank. The idea is pretty simple but nobody's done it this way before. Instead of just saving chat history or raw logs, it pulls out the actual reasoning patterns,

@mikej36 300 out of 330 became millionaires.

prolly a coincidence

@lhamtil And Brian prob thinks he is creating net positive value for society and is changing the world for the better. 💀

BREAKING: Morgan Stanley, $MS, to let all customers, including retirement accounts, invest in crypto

@unusual_whales Retirement accounts means Morgan Stanley is taking custody risk for clients who can't move funds elsewhere. If crypto gets hacked or regulators change rules, they're liable. They wouldn't do this without serious insurance backing.

Have a friend that was close to 30M net worth Has almost a decade in crypto Lost the whole 30M yesterday in 10 minutes on cross margin An entire decade and multiple generations he could have retired all gone in 10 minutes

Not a good look but when you're selling to addicts, I guess give them what they want until it kills them. 😏

Actions have consequences.

@brian_armstrong What kind of fucking degenerate gamblers use 50x leverage? Jesus Christ guys seek help.