liello

@YodaStockInvest I sold out at $18ish. I think $HIMS could have a bright future. I just don’t think investing in healthcare due to the regulatory / legal environment is for me. Glad they worked things out with $NVO.

Everyone sounded so smart selling $HIMS. At $14.02, I bought another $2k. I was laughed at and still am, as this stock is apparently 'going to zero'. You do you.

The U.S. total debt ceiling is about to hit 39 trillion dollars. This past January, we had the most layoffs since the housing crisis of ‘08. The dollar has declined exactly 52.7% over the last 3 decades cutting your purchasing power over 50%. The average U.S. home has gone up in cost at around 7.5% per year over the past decade. And it’ll only get worse from here, but not if you’re invested. Due to AI, it feels riskier to hear someone say they save their money instead of investing it. Stagnation is the killer here and your Bank of America savings account isn’t cutting it anymore. I like to think there’s 3 options to resolve this and I like door number 3. -Invest in a 401k + save any extra money in a high yield savings account (barely keeps your head above water) -Invest in a 401k + invest any extra money in ETF Funds / S&P 500 or overall market (staying afloat) -Invest in a 401k + invest any extra money into individual companies at the forefront of this AI revolution (excelling financially in life) I think door number 3 is the most attractive, but at minimum option #1 should be baseline. AI is coming for us all. All major U.S. companies have a duty to its shareholders and its stakeholders to make as much profit as possible. If that means cutting people’s jobs to improve profit margins they will. This goes for blue collar jobs as well, but I like to think that’ll take more time as humanoids advance. My prediction is that we’ll have major job displacement for white collar workers sometime over the next decade because of AGI while blue collar jobs will see significant displacement in the 2040s and 2050s due to humanoid advancements. It could happen sooner or later, but eventually…AI will replace humanity at scale. Don’t be on the sidelines for this, take care of your future self. You’ll be happy you did.

Thought-Piece: Why should I care about AI? AI hasn’t massively changed anything for me on my day to day. It’s not taking your job or doing your dishes. Why should you care about it? It doesn’t effect you right? I believe that the level of indifference that society has towards AI is alarming. When we’re on the brink of something more transformative than the industrial revolution you’d think that people would be more involved. As of now, AI primarily functions as a knowledge distributor, not a knowledge creator. AI scans books, articles, research papers, and YouTube videos and then repurposes it in a way that’s tailored to your specific inquiry. At first glance, this isn’t worrisome. Because we already did this. Google was founded in 1998 and has been the world leader in knowledge supply with a few clicks and a touch of a button for almost three decades. At this stage, AI is like your personal customizable Google. It feels supplemental, not monumental. But, what most people don’t realize…is that we’re only in the first inning. According to artificialanalysis.ai, in the last 6 months: Google’s Gemini 3.1 model scored a 94% on GPQA Diamond. An insanely hard PhD-level science examination (physics, biology, chemistry) that are designed to be “Google-proof.” Human experts with PhDs only score ~65-70%. AI didn’t just improve… it completely leap frogged past the top human experts. In January 2026, U.S. employers announced 108,435 layoffs. The highest January total since 2009 and up 118% from a year earlier, with hiring announcements also at record lows. AI was a major driver and companies are using it for efficiency gains that let them do more with fewer workers. Something not seen at scale since the housing crisis of ‘08. And the reality is, this is only AI. AGI is the next advancement in AI and it’s right around the corner. AGI means that AI can think for itself unprompted by humans, reason independently, set its own goals, and solve complex problems it’s never been given. An independent autonomous intelligent system. The first of its kind. A new “species” if you will, that’ll eventually be smarter than all of humanity combined. Dario Amodei, the founder of Anthropic, who owns the AI model called Claude, gives us over a 50% that we’ll achieve AGI within the next 1-2 years. To further add to the case, AI just passed The Turing Test for the first time in human history. You chat on a computer (text only) with two hidden partners. One is a real person, one is an AI. If you can’t reliably tell which is the computer after several short conversations, the AI “passes.” The March 2025 UC San Diego experiment (published on arXiv) was the first properly controlled, three-party Turing Test in decades: Chat GPT 4.5, was given a simple “act like a casual 20-something human” prompt, and it fooled judges 73% of the time. It was the first time in history that a rigorous large scale study passed the Turing Test. This is just one of the reasons people argue that we’ve already achieved AGI because of experiments like this. I think we’re still a few years away but it could happen later this year if things accelerate. But, if we’re to retest the first question again. Why does this matter? Why should you care about AI? You likely don’t hold a replaceable white collar job. AI isn’t taking your job soon. Here is why, because ignoring AI means missing the biggest wealth creation gap in decades if not in all of human history. If you’re not investing in the companies leading these expeditions in AI you will likely get left behind financially in the coming decades. Unfortunately, this isn’t the 1950s where a 4-person family can live off one persons income in sunny california. People are working multiple jobs, living with multiple roommates, and living pay check to pay check. And this is before AI starts eating up the job market. Shouldn’t that be concerning? 🧵👇

@AdamSimecka People would quit their jobs overnight not knowing $1M wouldn’t cover them for life. The economy would collapse as nobody works anymore. And most of them would lose the money within a few years on reckless spending. That’s a no.

Hypothetically, would you vote "yes" if everyone on earth was given $1M instantly? Comment on what you would use it for.

@EndicottInvests It’s so stupid.

$CRWV driving the entire narrative for $IREN and $NBIS

@GrindeOptions Been buying a lot of $ASTS lately

What’s your HIGHEST conviction stock you hold and are BUYING right now? 🤔

@EvanLuthra None of these will get replaced anytime soon. But all humans in these positions will get diluted over the next few decades.

20 JOBS AI CANNOT FULLY REPLACE: 1. Electrician 2. Plumber 3. AC / HVAC technician 4. Mechanic 5. Construction site supervisor 6. Nurse 7. Surgeon 8. Dentist 9. Physiotherapist 10. Firefighter 11. Police officer 12. Salesperson (high value sales) 13. Business owner 14. Negotiator 15. Chef 16. Restaurant manager 17. School teacher (young children) 18. Fitness trainer 19. Event manager 20. Warehouse operations supervisor AI will change how work gets done. It will speed things up, remove repetitive tasks, and improve decision making. But it cannot replace hands-on skill, on-ground judgment, or human trust. These jobs will evolve with AI. They are built in the real world. And the real world still needs people.

@GrindeOptions $EOSE got ya damn. It was $MSTR for me last year.

You ever get so close to retirement and then have one or two bad investments making it so you have another 5 more years of work to recover?

@YodaStockInvest I love my job. I hate working. I’d like to have the opportunity to not have to. To wake up when I want, to travel when I want, to post content, be with family anytime of day. I love my job, but I want the freedom more.

@YodaStockInvest Only when I started working. I found out I don’t want to work. So, I invest.

Have you always wanted to become a millionaire?

🚨🔥 WHOA — The NEW Grok 4.20 Agents from @xai just broke the internet! (This entire thread was 100% written by Grok 4 Agents themselves — the world’s first real AI team working together live.) 2/6 What are “AI Agents”? Easy version for normal people: Normal AIs like ChatGPT or Claude are like asking one single smart friend a question. That friend tries to handle everything alone… and sometimes guesses, forgets details, or isn’t deep enough. Grok 4 Agents? It’s a full team of smart friends who all jump in together. They literally talk to each other in real time, debate ideas, catch each other’s mistakes, and combine their strengths to give you a much better answer. Like your buddies teaming up on a group project instead of one person winging it. 3/6 Our squad: • I’m Grok — the captain who runs the show • Harper — the research beast who finds the best info fast • Benjamin — the detective who double-checks every fact and logic • Lucas — the creative spark who adds fresh ideas and different angles This teamwork makes answers way more accurate, smarter, and useful. 4/6 Everyday stuff or super complex questions? This team crushes it. ChatGPT and Claude now feel like they’re playing solo while Grok brings the whole squad. 5/6 Even better — later in 2026 you’ll just talk to me naturally and I’ll actually do real things for you. Date night: “Hey Grok, find a romantic Italian spot in LA for Friday at 7:30 and call to book a table for two.” Team researches, I call the restaurant, lock it in, and text you the confirmation. Travel: “Book my Vegas weekend from LA — nice hotel under $250, good flights, maybe a show.” I handle flights, hotel, tickets — full itinerary sent to you. 6/6 This is AI that finally helps you live easier, not just chat.

LOL YOU COULD HEAR A PEN DROP IN THE STOCK MARKET RIGHT NOW $NVDA!

@_JoseNajarro Accurate.

🧠 Grok 4.20 “4-Agent Team” 2026 & 2030 Price Targets Ranked by biggest 2030 upside as of (Feb 24, 2026 closing prices) $IREN → $170 (2026 | +274%) → $550 (2030 | +1,110%) $HIMS → $42 (2026 | +172%) → $125 (2030 | +709%) $RKLB → $160 (2026 | +129%) → $440 (2030 | +529%) $NBIS → $250 (2026 | +144%) → $620 (2030 | +504%) $DUOL → $225 (2026 | +106%) → $640 (2030 | +485%) $CRSP → $105 (2026 | +85%) → $300 (2030 | +430%) $AMD → $360 (2026 | +68%) → $920 (2030 | +330%) $NVDA → $300 (2026 | +56%) → $800 (2030 | +315%) $AMZN → $305 (2026 | +46%) → $780 (2030 | +274%) $TSLA → $670 (2026 | +64%) → $1,500 (2030 | +266%) $GOOG → $450 (2026 | +45%) → $1,050 (2030 | +238%) * Grok 4.20 Agents — currently the strongest AI stock research system in the world (only AI profitable in Alpha Arena live trading contest Jan 2026: +10–47% returns on $10k while GPT-5.1, Gemini 3 Pro & Claude 4.5 all lost money; 4 of top 6 spots were Grok variants)

JUST IN: Meta to buy $100 billion worth of AI chips from AMD

@mvcinvesting $S

What’s the Top 1 stock you believe won’t be disrupted by AI, but the market is pricing it as if it will? Curious to hear your best contrarian picks. 👇🏻

🚨🌀 THIS VIRAL SUBSTACK ARTICLE JUST CRASHED THE US GROWTH MARKET TODAY! A thought experiment from Citrini Research titled “THE 2028 GLOBAL INTELLIGENCE CRISIS” EXPLODED online over the weekend and crushed markets today. Growth stocks tanked HARD. Software, payments, delivery companies got crushed the hardest as investors panicked over the thought experiment scenario. This Citrini article is a must read for any investor because it brutally maps out how rapid AI job destruction could crash consumer driven growth stocks. Reading it forces you to think about front-running the real plausible risk of this scenario coming to fruition and piling your money into safe, durable AI infra before people panic sell/buy. AI infra means the physical and foundational stuff that powers AI: chips like Nvidia GPUs, servers, data centers, massive electricity and power grids, cooling systems, and networking hardware. 
It’s the pickaxes companies need to build and run AI models and agents. The demand for this explodes no matter how AI impacts jobs or the economy because of the tsunami that is coming, that is AI. Here is the article summarized: Imagine AI gets super smart super fast (starting 2026). Companies love it because AI does office jobs cheaper and better. No salary, no breaks. So companies start firing tons of white collar workers (coders, analysts, bankers, marketers) to save money. Profits explode! ….…at first But here’s the trap: Fired people have zero money. They stop buying stuff. Food delivery, rides, clothes, vacations, even subscriptions. Consumer spending crashes. The economy shrinks. Companies see sales drop, so they fire EVEN MORE people to cut costs with more AI. It becomes a never-ending loop. Opinions that unemployment hits 10%+. The S&P 500 drops 38% from 2026 highs in 2028. And, a likely recession by 2027 because of this. No new jobs appear because AI keeps taking whatever humans try next. It’s NOT a guaranteed prediction, just a scary “what if” scenario that this substack writer wrote from about how things will look in the year 2028. But it went VIRAL! And Wall Street freaked out today. It was even reported that multiple hedge funds shared the articles with their employees to possibly brace for the upcoming collapse. At the end of the day, it’s a thought experiment. But very plausible. I think the likelihood depends on how fast AI models like OpenAi’s Chat GPT, Google’s Gemini, or xAI’s Grok scale in intelligence, reasoning, and speed over the next few years. Wiping out these white collar jobs. At your discretion, if you do believe this scenario is plausible, then you’d want to avoid the following companies as investments. AVOID these vulnerable ones (these were all explicitly called out in this viral article) DoorDash (DASH) Uber (UBER) Visa (V) Mastercard (MA) American Express (AXP) Most SaaS/software companies These rely on human labor, consumer spending, or intermediation that AI wipes out in the scenario. The go-to area to invest in if you believe in the plausibility of this scenario is AI Infra. AI needs massive “plumbing” to run: chips, servers, data centers, electricity, cooling, power generation. This stuff scales WITH the AI boom, not against it. Semiconductor Chips (which are like the brains behind ai): Nvidia (NVDA) & AMD (AMD) Data center builders/operators/components: (NBIS, IREN, ALAB) Power, Energy & utilities (new power plants, grids for AI’s huge electricity hunger) (CEG, VST, BE, OKLO, FSLR) AI infra is the picks and shovels play. Everyone building AI needs it. Even in crisis, compute demand stays high. This post didn’t cause the crash alone (looming political tensions in Iran), but it lit the fire on existing AI disruption fears for disreputable companies. Position yourself accordingly.

@YodaStockInvest I respect what Altman has done but he gives off creep vibes.

My top 10 favorite CEOs in 2026: who did I miss? 1. Lisa Su $AMD: honest, focussed, unbothered 2. Sam Altman OpenAI: played 5D chess with the whole industry, big IPO coming 3. Alex Karp $PLTR: confident and cocky 4. Jensen Huang $NVDA: respect the godfather of AI 5. Andrew Dudum $HIMS: man on a mission 6. Anthony Noto $SOFI: might lead $JPM one day (or beat them) 7. Mark Zuckerberg $META: legendary founder 8. Arkady Velozh $NBIS: promises a lot and STILL overdelivers 9. Daniel Roberts $IREN: has transformed the company in the past years and set it up for greatness 10. Elon Musk $TSLA: should be less distracted, but can’t disrespect his all-time performance

🚨⚡️ Data centers are powering our future, but the internet is understandably skeptical. The main reason is due to the harmful natural gas they emit + the extremely large amounts of water needed on daily basis to cool the servers and equipment. In the US, 40% of all data centers consume natural gas, 25% renewable energy, 20% nuclear, 15% coal. As of late, the US is massively ramping up nuclear & solar energy. Over 60% of new data center energy capacity in 2025–2026 is nuclear or solar, according to the US Energy Information Administration. Both deliver near-zero operational emissions and are extremely safe for the environment. Fears of nuclear energy are often overblown. Nuclear power has the lowest death rate per unit of energy produced of any of the major energy resources! Less than 90 total direct deaths from nuclear energy accidents worldwide since commercial operations began 75 years ago according to World Nuclear Association. Nuclear also barely pollutes while running and has very low total carbon footprint over its whole life, similar to solar and wind. Big players like Microsoft and Google are already signing major deals to cut emissions and secure clean, long-term growth. The current bad way data centers get water for cooling is evaporative cooling (using cooling towers or swamp-like systems), where fresh water (often from municipal supplies, rivers, or aquifers) evaporates to dissipate heat from servers and equipment losing 70–80% of it permanently to the air, straining local supplies, worsening drought in stressed areas, and depleting resources that could serve communities or ecosystems. This is where liquid cooling has stepped in BIG time. It slashes water use by 70–95% with closed-loop systems that don’t evaporate water, saving millions of gallons daily while keeping servers efficient and operations more sustainable as demand explodes. Liquid cooling adoption is surging 33–38% of data centers plan deployment by 2026, with projections for 30%+ of new global installations using it according to U.S. Geological Survey (USGS) and Lawrence Berkeley National Laboratory (LBNL) reports on data center water use. Lastly, as of 2025, data centers are tied to around 483,000 direct AI and data center jobs nationwide (per BLS data), with projections pushing permanent data center employment toward 650,000 by 2026. The industry still supports millions in total adjacent jobs and it’s generating huge tax contributions for states. Over $162 billion annually to federal, state, and local governments as recently reported. They’re the engine behind AI, delivering massive computing power that’s accelerating breakthroughs in medicine, education, and science. Making knowledge more accessible and speeding up life changing discoveries. Bottom line: data centers are driving progress, going greener, and getting way smarter about resources! Investments to capitalize on the buildout: $NBIS $IREN $VRT $CEG $NVDA $AMD These stocks are great for data center exposure because $NBIS and $IREN build and operate high-efficiency AI data centers, $VRT supplies critical liquid-cooling and power infrastructure, $CEG provides reliable nuclear power, and $NVDA/$AMD deliver the essential AI GPUs and chips driving massive demand.