Fu'ad ❤️‍🔥 🧠🥊

The first cohort was an experiment to see what would happen if you gave people resources and set them loose. We ended up with four projects: an animated short film, a podcast series, essays, and a documentary film. Now, we're taking all our learnings into the next cohort :🧵👇🏾

Geography, timing, luck. They play a far greater role in people's success than most like to admit.

consequences

terrible. 20 yrs ago, the internet was full of hobbyist blogs and forums. over time, these have been replaced by paywalled substacks and private discord channels, each a walled garden. google's decision to prioritize AI just makes it less likely ppl will create free, public info

The Arsenal. Your Premier League champions.

@TheCharlesIsidi 💀💀💀💀

Ah ah @FuadXIV ????

Avoid traffic by taking the ferry. Explore the first comprehensive map of ferry routes in Lagos, including schedules and prices. LagosFerries.com

@boluakindele I'm listening.

@FuadXIV We’ve been thinking about building this, Fu’ad!!!

"Local bag of rice — ₦32 in 1980 (₦20,000 bought 625 bags). Today, that same ₦20,000 buys barely a third of a bag." It's worth more than ₦40 million today. P.S: Not a publicly available tool yet, but some perspective for everyone.

@ted_lade Lmaooooo.

@FuadXIV 🤲🏾

💀

Anyone who has any experience with the NYT editing process, which is absolutely traumatized by pro-Israel watchdog policing, knows that to have this article published Kristof surely had to meet a higher bar of evidence and standards than any other topic is subject to.

@hey_sesan @allenakinkunle I was thinking about you this weekend when I was doing one bandage Inflow for my finances last weekend.

@allenakinkunle Lmao.

You'll speak with Sesan and this lad will show you another mad thing he's building 😂so impressive!

One html page on avg produces 36k tokens. With proper md conversion you cut that down to 2.8k tokens. That’s 92% cost reduction While I agree that some cases HTML is better, by no means it’s a cost viable option for 99.9% of users You literally save $1,079* if u fetch 10k pages

The thing you gotta understand about "video essays" is that they're not academic works, they're really just normal people who want to talk about shit they find interesting and YouTube just happens to be a popular platform for that. Before that this is what you wrote a blog for.

I'm super aligned on your point(a) actually. Thing is, I didn't know any of these details about these companies at the time. I also was testing whether it'd help me ramp up faster. It did. I listen to the Motley Fool podcast, and some of the regular dailies. I read the occasional piece about them. I just didn't have concentrated knowledge of this three at the time. That came after. More importantly, I'm actually putting my epistemic humility in my breast pocket. E dey sweet to form investor for bull run.

Great outcome. In hindsight (of course), it's understandable why these stocks did so well: they're all benefitting from the AI buildout supercycle. Micron is one of the three key providers (along with Samsung and SK Hynix) of high-bandwidth memory used in AI chips. Marvell produces, among other things, custom chips for logic and networking chips in high demand at data centers. And Fluence Energy develops energy storage systems that benefit from greater demand for energy from, say, data centers. ChatGPT did really well; these are all good bets underpinned by the AI build and the bottlenecks that exist with continuous hyperscaler expansion. Unfortunately, it's also a concentrated and fixed bet. So ChatGPT greatly misled you that these are "less obvious sectors", and that's a problem with these chatbots. For example, if there's an oversupply of memory chips in the last year (which is common), Micron would easily have been a poor trade. Thankfully, there's been a scarcity that is starting to also affect PC, smartphones, and gaming consoles.

Okay. So here's some context. Every time people say, "An LLM could never do X", that X is precisely what I like to try. I've tried it with everything from healthcare (some psycho-first aid) to creative work. The consensus has been right sometimes, but they've been mostly wrong for me. This was my finance experiment, and this is how it went: 1. First, I'm not that great with finance/markets and all that. I almost always know what's popping late. I just follow @Ssaasquatch to try to keep up. 2. I want to understand it, so I just created a learning budget and put it in the stock market. Which leads me to the thesis part. Which now leads me to my core thesis: 3. I have a decent grasp of 1st-principles thinking and 2nd/higher-order effects, and that helped with the next part. The biggest thing moving US markets in June last year, as I understood it, was AI. But the obvious trades were the Nvidias. Econs 101 says the higher the demand, the higher the price. Which means they were already relatively expensive. 4. So my thesis was built less around, “What AI stocks should I buy?” and more towards; “What are the less obvious sectors likely to benefit from the second-order effects of the AI boom?” I didn't know all the companies to look at, but @ChatGPTapp was more informed. We started with companies exposed to memory, chip infra, physical buildouts, etc. It's the companies that need to work for an AI company to succeed. 5. Then we sorted through the companies on that list that were relatively cheap vs expensive. 6. I kept working this angle for hours (over a few days), until @ChatGPTapp refused to fold on three stocks (My LLMs are pretty stubborn and unyielding that sometimes, it's actually exhausting). 7. The three stocks, in order of hill-to-die-on-ness, were Micron, Marvell, and Fluence. By June 30 2025, I bought them. 8. I learned more about the companies (and the sector) by simply buying them. And by December, it looked like Fluence was in the lead, with Micron second, and Marvell last. I exited the Marvell and Fluence positions in December (I use am flex 🙏🏾) 9. But today, it looks like the order from June 2025 currently tracks: Micron (MU) +430.8% Marvell (MRVL) +122.0% Fluence Energy (FLNC) +72.9% Of course, it might change again in a few months. 10. Which makes me really think: how are finance bros using these LLMs today? Interesting times.

Makes a ton of sense.

I think silence is golden. But I also think once in a while you need to remind people that you aren’t the one. Just once in a while, nothing too much.