lee
@la_da_kid
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It’s funny how the alpha from long-term investing never decays because human nature is to be impatient.
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Apple should just buy Nike.
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The worst part about modern finance is how the vast majority of people with a strictly finance background think their basic understanding of accounting principles somehow translates to knowledgeable takes on technology.
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With Full Self-Driving Supervised engaged, you're 7x less likely to be involved in an accident
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Give me SpaceX, Anduril, and DataBricks and I’m chilling for another decade.
The real frenzy starts once the most hyped companies go public. Space: SpaceX Defense: Anduril Al: OpenAl, Anthropic, xAl Robotics: Figure Al, Apptronik Fintech: Stripe, Revolut Crypto: Kraken, Ripple Chips: Groq, Cerebras Cloud: Databricks We haven't seen anything yet...
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Never ask a man his salary, A woman her age, A MongoDB user if they know SQL
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Sleigh the season with the most personal gift around. Get them a Cameo video!
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Guy around my age at the gym was unironically reading a Tony Robbins book in the sauna. Saw it on the counter on the way out soaking wet.
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Very confused as to why people weren’t this excited about Google for the past 6 months.
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$NXXT closed at $1.65 up 12% percent and pushed to $1.80 after hours another 9% That is a real move, not noise, over 20% combined in one day! Price target is $6 with lots of room for tomorrow to move forward The catalyst was simple. A major San Francisco power outage exposed
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"Hey, can you write me a script that does X?" Gemini: Sure, here are 50 LOC that do just that ChatGPT: Sure, here are 400 LOC. I added some basic error handling in case a solar flare flips a bit during execution
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The problem with high beta is that converting it into alpha requires timing markets.
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Absolute worst part of inclined barbell bench is it’s so much harder to rerack the weight so your much more reluctant to push yourself without a spotter than on flat bench. Makes progressing much harder.
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If the tech continues to improve exponentially then the depreciation schedules are overplayed and earnings look inflated. If the guidance is better than expected that’s capex from these companies that are already spending too much money, decreasing their profitability.
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