Sharestep

People are making a terrible mistake when they use A.I. to help with investing. There's an easy way to avoid it, but few are doing it, because of a gap in our understanding of the epistemology of A.I.

@Mishi_2210 1050

Your brain might say 300, but it isn’t. So what is it?

Have a wonderful weekend folks. Time for a few days unplugged and away from it all. Who am I kidding. Back tomorrow (Saturday morning) for situation monitoring.

@oguzerkan $META is in a very strong place as a company. But the main thing that has changed for the stock, is there is no promise of buybacks, which there has been in the last years. Buybacks are like QE for stocks - and they were supporting higher valuations.

$META is now at 17x next year’s earnings. Whenever $META traded at this level in the past, 2-year forward returns have been phenomenal. I don’t think it’ll be different this time, as it’s one of the companies best positioned to benefit from AI. Why wouldn’t you buy it here?

@danielisdizzy Great news. I also have a feeling that there's more work happening to push more inference to the edge (i.e. on your phone or laptop).

$NVDA is expected to unveil a new chip specialized for AI inference at its developer conference next week. AI workloads are increasingly shifting from training — where Nvidia GPUs dominate — to inference. And for inference, ASIC chips are the better solution: higher speed and lower cost per token. The rumored Nvidia chip could integrate technologies similar to the LPUs developed by Groq — the startup whose assets (and CEO Jonathan Ross) Nvidia reportedly acquired for $20B. If anyone thought Nvidia would simply accept losing share as AI moves toward inference… They underestimated Jensen Huang.

@unusual_whales German Cancellor Merz appears to be correct.

German Chancellor Merz said the US and Israel appear to have "no common plan" for bringing the war against Iran "to a swift and convincing end".

@DudeWhoInvests We're learning the hard way that work is learned through... work. Pen and pencil are great for training particular skills (language, arithmetic, math), but most skills need to be learned on the job.

FACT: If you graduate from college, you are more than likely not going to find a job in the major you specialize in. You only get a 30% chance. This is the world we now live in…

@unusual_whales For God's sake. Can't they just have an arm wrestle?

JUST IN: Pentagon deploying roughly 5,000 more Marines and sailors to Middle East, U.S. officials have said per NBC

@RealJGBanks 100%. Helps to repeat to yourself over and over: If I feel FOMO the opportunity already passed If I feel FOMO the opportunity already passed If I feel FOMO the opportunity already passed ...

FOMO disappears when you realize the market prints new opportunities every day.

@TrdeToScale Haha. I think $250k is a little low for that commitment.

Someone offers you $250,000 today. But you must quit your job and never work a 9-5 again. You can still invest, trade, or build businesses. Deal or no deal?

@b_co_co Well done pal, great work!

My account is monetized ✅ 90+ days of grinding ~30,000 posts/replies Showing up daily And engaging with incredible people Thanks to everyone who helped me along the way! Happy to share my experience with anyone still aiming for monetization

@elonmusk @grok Incredible progress. Good job folks!

How to use @Grok Imagine

@TheBrilliantBu1 All I can say is I've done both, and the jobs where the work was bullshit left longer lasting scars, even though at surface things were more chill.

@SharestepAI I will disagree here. Even if the job seems pointless, I can be in and out in 40 hours per week and then have more meaning elsewhere.

You have to pick one of the options, what would you choose and why? Option 1: You have a high stress job for 60-80 hours a week with high salary. You are able to retire at 45. Option 2: You have a job that is only 40 hour/week and low stress lower pay. You retire at 65.

@TheBrilliantBu1 Good job pal!

Here are my numbers for this week. 300k are from one reply. I did not get paid last pay period. What do you think the payout will be? Will I get one?

@unusual_whales The last few months of politics really feel like the matrix glitching out.

The Pentagon is moving a Marine expeditionary unit to the Middle East, as Iran steps up its attacks on the Strait of Hormuz, according to two U.S. officials. Expeditionary units typically consist of up to 2,500 Marines, per WSJ

@blondesnmoney Life-hack: whatever spec you can get for a Mac, get a Dell with the same spec at 50% of the price and install Ubuntu.

@leevalueroach Agree. $ADBE looks like a a pretty rare opportunity just now.

The market dumped $ADBE 6% for beating on revenue, beating on EPS, and reaffirming guidance. Let me get this straight: 10.8x forward earnings. 12% FCF yield. AI ARR tripling. $22B in remaining performance obligations. Sell it because the CEO is retiring after 18 years? I'll take the other side of that trade all day.

Candidate: Hi, I’m here for the job interview. Hiring Manager: Do you have any experience? Candidate: Yes, this is my 30th interview.

@alc2022 Haha true. But it's something of a sleight of hand as most of his wealth is in stock. World market cap is many times greater than world GDP.

Elon is worth ~1% of global GDP