Brian Gain
8.9K posts




Cassie revealed her political stance on tonight’s episode of ‘Euphoria.’ “[You sound like a Democrat]” “I’m not ret*rded”





Paul Tudor Jones just went on CNBC and said three words that matter: "I bought more." This is the man who called Black Monday in 1987, who has run his fund for 46 years and who currently manages over $83 billion. When he buys, it's worth understanding why. His thesis was simple and precise. He drew a straight line between what's happening in AI right now and the PC productivity boom of the late 1970s and early 1980s. Apple dropping the first personal computer in 1977 was like ChatGPT in 2022, a moment of possibility that most people didn't act on. Microsoft bringing the PC to mass commercial adoption in 1981 was the real inflection, the moment it became a business necessity and Paul Tudor Jones said Claude Code, launched in January of this year, is that same moment for AI. The PC productivity boom that followed 1981 drove one of the greatest sustained equity bull markets in history. If PTJ's analogy holds and he has one of the best track records of anyone alive at reading these moments then we are in the first inning of a multi year AI equity supercycle, not the final one. He didn't pick individual stocks but rather bought baskets, hyperscalers, semiconductors, the whole stack. Because when you believe in a transformational technology cycle, you don't try to pick the winner, you buy the infrastructure. This is exactly why Milk Road analysts hold these assets in their portfolios. Go PRO to see exactly what they hold, the allocations, and the full thesis behind every position, link below.




Agents from the Nogales Border Patrol Station apprehended 13 illegal aliens attempting to cross illegally in the remote Sonoran Desert. Among them, one Mexican national was identified as having ties to the Sinaloa Cartel. Our message is clear: If you cross illegally, you will be arrested, prosecuted, and deported. We remain committed to using every available resource to protect our nation’s borders. @USBPChiefTCA @WhiteHouse @DHSgov @CBP @CBPAMO























