CD 25

With more freedom than anyone else

@everybadysheats Nemik’s manifesto was a really inspiring monologue that resonated more than the Opis mutiny speech. I even had it written down. That, and Luthen Rael’s sacrifice. Andor is a masterpiece.

"There will be times when the struggle seems impossible. I know this already. Alone unsure, dwarfed by the scale of the enemy. Remember this: Freedom is a pure idea. It occurs spontaneously and without instruction..." ~Nemik

@scratchy_scrap I need a gun Lmao… haha …can’t believe

Some nice variety

Intel is a trillion-dollar company in waiting. In the AI gold rush, while picks and shovels (Mu, SK Hynix, Nvidia etc.) run the hardest, eventually the company making the shovels should run harder too. It is a foundry business and should eventually reach parity with TSMC.

Fully allocated A black swan event would send me to goblin town Now we simply wait

All the wars are ending and you are not long? good day to assume more risk Higher is a choice

Gm

The techno capital acceleration does not wait Bid your way out of the machine

And the Lord said, Let there be Lite, and there was Lite and He was glad of His creation Lumentum photonics

GM up early, up often, up only. Feels so good to be back. Renewed, re-energized, and ready to conquer the world.

We are experiencing a once in a lifetime Capex cycle that humanity has never witnessed. Wealth has never been created exponentially this fast Strap in The bubble is not bursting

If you ever have to choose between punting on a commodity vs an equity Choose equity Corning is up almost 100% since then while copper is stuck in the cuck range

Seeing a CNBC feature on newgen Corning fibre optic connects taking over data centers moments after bidding copper for the same thesis

Great line from Henry Kravis

Im hindsight realizing if you tailed Asianomerry YT essays into an investment thesis you’d be up multiples. All the Ai infra bottlenecks from chip design, memory to power is covered indepth. A 30min exposure makes you mildly competent enough to know where to look & punt

@aitumik What great filter?

We are slowly moving down the gradient of the great filter. There is no escape.

Paper handed lots of genny entries this past 7 days Higher is a choice Job’s not finished

@aitumik Outcomes should matter more than the reasons behind it

Don’t trust the right thing, done for the wrong reason. The ‘why’ of a thing—that’s the foundation.

New poast Link in bio

To do great work You must be willing to work really hard

Born just in time to transfer GTA on sandisk flashdisks Realized too late to bid sandisk in the biggest AI semi genny run