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Visual storytelling for growth stock investors. Less noise, more signal. Insights to increase your returns. Newsletter link below ๐
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Joined August 2020
Gold is telling the future: The S&P 500 is in one of its strongest bull runs in decades, up +1,650 POINTS in under 5 months. Meanwhile, Gold's YTD return just hit +37%, nearly 4 TIMES more than the S&P 500 YTD. Why is gold crushing stocks in a bull market? (a thread)
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AI is doomed lol
Not sure if this is accurate but, if true, artificial intelligence is doomed to mass scale stupidity โฆ.. garbage in and garbage outโฆ.
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If there was a tutorial to life, it would actually be quite simple: 1) Read books to avoid the common time-wasting mistakes, most of the wisdom you need for a happy life is actually written down in timeless novels 2) Accumulate a wide range of experiences and meet a lot of
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Tell me how you donโt understand the consulting industry.
R.I.P McKinsey. You donโt need a $300k consultant anymore. You can now run full competitive market analysis using Grok 4. Here are the exact 3 mega-prompts I use to replicate McKinsey-style insights for free:
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You can just ask ChatGPT for any recipe now. Have tried many and all of them turns out great
One of the best things about AI is that it replaces all these shitty recipe sites that are search optimized to death and make you read 10,000 words before telling you what you want to know.
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Hilarious!
Giving away a bed frame on FB marketplace- hilarious and a perfect encapsulation of online interactions ๐๐คฃ
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Wow. Not bullish for Airbnb
The average daily rate for both Marriott and Airbnb was $171 this quarter. Which would you prefer to stay at for that price? $ABNB $MAR
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The average daily rate for both Marriott and Airbnb was $171 this quarter. Which would you prefer to stay at for that price? $ABNB $MAR
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No love leads to cynicism No action leads to anxiety No progress leads to anger No talent leads to mockery No writing leads to confusion No training leads to insecurity No clear goal leads to lethargy No reading leads to superficiality No generosity leads to loneliness
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be careful relying blindly on GPT answers.
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๐๐ ๐ถ๐ ๐ฎ ๐๐๐ผ-๐๐ฎ๐ ๐ฟ๐ฎ๐ฐ๐ฒ ๐ฏ๐ฒ๐๐๐ฒ๐ฒ๐ป ๐จ๐ฆ ๐ฎ๐ป๐ฑ ๐๐ต๐ถ๐ป๐ฎ Looking at the geographic distribution of frontier AI models released, the AI race is increasingly looking like a two-way race between US and China. Europe and other countries are far behind. Reminds me
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๐จ๐ฆ-๐๐ต๐ถ๐ป๐ฎ ๐๐ฟ๐ฎ๐ฑ๐ฒ ๐๐ฎ๐ฟ ๐ฝ๐๐๐ ๐๐ป๐๐ฒ๐น ๐ฎ๐ ๐ต๐ถ๐ด๐ต ๐ฟ๐ถ๐๐ธ This chart highlights Intelโs significant exposure to Chinaโs new 125% tariffs on U.S. imports. In 2024, 29% of Intelโs revenue came from Chinese customers, yet a large share of its chip manufacturing
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Well-timed post from $AMZN VP of global data centers following the Wells Fargo & Cowen notes calling out a data center leasing pause. Demand seems to be just fine. โThere havenโt been any recent fundamental changes to expansion plans.โ ๐
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Gemini is losing out despite being s good product. Whatโs happening .
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China's rise as a battery producer illustrates the importance of *defying* comparative advantage. 30 years ago, it was unthinkable that China would make high-tech batteries. Today, China is the world's leading producer of lithium-ion batteries.
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As always, this tariff shock will kill more small businesses and large cap companies will get stronger.
The most ignorant people amongst us are the ones that were celebrating the stock market decline because they thought rich people were the ones being hurt by these policies at the benefit of the poor. All this talk about address wealth inequality, when in reality the biggest
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๐๐ต๐ถ๐ป๐ฎโ๐ ๐บ๐ฎ๐ป๐๐ณ๐ฎ๐ฐ๐๐๐ฟ๐ถ๐ป๐ด ๐ถ๐ป๐ฑ๐๐๐๐ฟ๐ ๐ถ๐ ๐บ๐ผ๐ฟ๐ฒ ๐ฎ๐๐๐ผ๐บ๐ฎ๐๐ฒ๐ฑ ๐๐ต๐ฎ๐ป ๐จ๐ฆ There is a lot of talk about China vs. US right now, esp. when it comes to manufacturing, so it is worth looking at some data. According to international federation of
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