KongCanuck

@TSLADegen @danroberts0101 Haha. This is too funny. @mikealfred I couldn't not tag you in this.

@danroberts0101 Dan, respectfully, get your head out of your ass and sign a deal already

Exciting to see how quickly this is moving now 👀

@huliwood @openclaw @relay No doubt there at all!

@KongCanuck @openclaw @relay Context engineering is the name of the game, my friend.

More Local, More Cloud Google's Gemma 4 dropped yesterday. It's already on my Mac Mini, running @openclaw, health checks and expiring stale files while I sleep. Costs nothing. And somehow I'm burning more cloud tokens than ever. The local model handles the commodity layer. Then a cloud model picks up the brief and does the actual thinking. It ain't a workaround. It's the architecture. Local models will kill cloud AI – cheaper, faster, private. Death of the data center. I think it's exactly backwards. Before, I was paying frontier rates for file cleanup, like hiring a surgeon to take out the trash. As local models absorb that commodity work, cloud gets freed to do what it's good at: synthesizing across a hundred inputs and making the call that matters. The SOTA model doesn't get replaced. It gets promoted. @AnthropicAI is throttling @claudeai sessions right now because agentic workflows consume 100x the tokens of a conversation. People are already running local models. Cloud demand is still outstripping supply. Efficiency doesn't reduce demand. Quite the opposite. Jevons noticed this in coal in 1865: make steam engines more efficient and coal consumption goes up, not down. Cheaper inference doesn't mean less inference. It means inference in places that couldn't afford it before. I'm paying less for cloud since moving commodity work local, and using more of it than ever. What I save on commodity inference, I spend on harder problems. And training never moves local. Nobody's training frontier models on a Mac Mini. The clusters are getting larger, not smaller. The grid connections, the transformers, the copper... lead times measured in years, not months, regardless of where your inference lands. $IREN $CIFR I'm stress-testing my assumptions here, cause I have real money in the infra and compute layer. Maybe I'm wrong. But every time someone tells me local models are the death of the data center, demand goes up.

@jiahanjimliu Nice catch $IREN. Could have been a lot worse without routine scheduled testing!

The hard part about physical infrastructure is that consequences are in reversible and good engineer foresee and prevent/isolate impact. In this case, a weak engineering team would have risked this fire spreading undoing of work. $IREN contained it will and price was half a days of work. Not always but often in software engineering, reverting a commit can fix without most customers knowing. Granted some bugs are hard to find and downtime is expensive but with the advent of AI driven testing environments, this part software engineering is becoming more robust.

@mikealfred @captcrypto2020 I appreciate the wins and the losses. Transparent as always

@KMISglobal $IREN to the moon.

$IREN bullish or bearish? $IREN -> $33 -> $23 -> $74+ $IREN -> $47 -> $63 -> $74+ This is not investment advice.

As a Canadian, I absolutely loved @joerogan #2470 with @PierrePoilievre ! 🔥 What a pro—he didn't slam the PM at all, just laid out his real vision for fixing what's broken in our country and building a stronger future. Classy, focused, inspiring. We need this energy! 🇨🇦🍁 #PoilievreOnJRE" #PierrePoilievreForPM #canada

@mikealfred The ironic part is watching from 3:00 p.m. onward today. I wish every 3:00 p.m. was like this lol

This bear trap may have been one of the most ruthless and vicious I've seen in more than 27 years of investing. So many people got fooled in to thinking we are heading in to a deeper bear market when the 4+ year bear market actually ended in early February when Bitcoin bottomed.

@mikealfred @leadlagreport Lets add a pile of unneeded fear to the media, that effects only the upper 1% or better, and it something so temporary it doesn't even cause real waves.

@leadlagreport I’m scared. Hold me, Michael.

Private credit default rate just hit 5.8%. Apollo down 41%. Blackstone down 46%. Blue Owl down 66% from peak. $265 billion in market cap erased. This is not a headline. It's a crisis.

@GrindeOptions Bahaha!

Uh oh $NBIS shareholders. 😬

@mikealfred @TheTechInvest That's EXACTLY what I just said out loud. Where is $NBIS going to create this....

Nothing against $NBIS given it’s the second stock after $IREN I’m bullish on. But the announcement is extremely ambitious. The entire press release is $27B. For what exactly?

From someone who lived in Downtown Toronto (often flew to NYC/Van/Vegas regularly) and had a story just like yours I want to give you perspective. Why are you living there? Is it for the connections with companies? Is it for the convenience? Or do you inside love the hussle and bustle? Please give the very first episode of The Madison a watch. This was the first experience I have watched where my opinion in living in the city eas clear. Trust me - life is not worth the chaos of the 'city'. Once you realize the amount of life you have left to live you will also realize where you do and do not, want to spend it. I know live 2 hours out of the city in a beautiful rural town and my life is far more emotionally connected and grounded than ever before. I find myself more successful while being less physically involved.

I have a love–hate relationship with SF. Yes, it’s beautiful. Yes, it’s full of AI startups. But $4,200 got me a 1b1b. The same apartment is now $5,800/month. Parking is a nightmare. The roads are always packed. Food is expensive. Nothing opens after 9pm. Also my e-bike got stolen outside my apartment in one day, even with a $150 lock.

@mikealfred @MylesGinvest I wish the love emoji could also be a laughing emoji. Come on @xai get on it. I need to be able to properly show my emotions with @mikealfred

@MylesGinvest I told you I’m not Jewish. I’m Buddhist. Please stop spreading false info.

A Chinese Jewish whale Insider told me cryptos will start pumping big after March 21

Carney's 'brilliant' economic plan just got obliterated: Canada BLEW UP 84,000 jobs in February alone—the worst monthly carnage in more than 4 years (non-COVID). Full-time jobs? Annihilated by 108K. Private sector gutted by 73K. Unemployment rockets to 6.7%. This clown promised the fastest-growing G7 economy—now we're bleeding jobs while he spins fairy tales about 'outpacing the U.S.' Wake up, Canada—this is failure on steroids. Elbows up, time to demand better than this idiot's disaster. #CarneyFail #CanadaJobsCrisis

@mikealfred @MelMattison1 Sold? I doubled up on $IREN

@MelMattison1 You “feel better” because you sold in to a dip? Bro. This game is hard on overly emotional people.

$614 or so on the SPY was Feb 2025 high. See us back there by end of summer. Over 1/3 in cash now. Market keeps giving chances to get out. I really grabbed one today. Feel so much better. Almost hoping for further declines so I can pick up bargains later this year.

@GrindeOptions $IREN

At first glance today, what stocks are buying? 🤔

@mikealfred @PokeKingSauce Epic response. Send photos of the trip. Well played sir.

It has ancient urban mastery like integrated bazaars/gardens, a highly educated population, prime geography as a trade crossroads (Persian Gulf to Central Asia), and solid urban foundations in cities like Tehran ready for densification, transit, and smart upgrades. Lift sanctions/isolation/ideological barriers, and FDI could transform ports, tech hubs, and renewables fast. First moves: boost Gulf coast development - Iran Miami

For perspective If you draw a line just south of Guelph, Ontario, the southernmost third of the province—home to roughly 2.9 million people—often holds views that feel disconnected from those in Ottawa, much like many other regions. Ontario, and indeed much of Canada, would benefit from being divided into smaller countries. Canada is still young as a continental nation. Consider Europe's history: what began as a unified Roman Empire gradually fragmented over 400+ years into more than a dozen independent nations, better reflecting local identities and realities. It's not about what Canada is - it's about what Canada isn't. We are not competitive, aligned, or realistic as to our long term needs in each region. Ottawa doesn't care because the votes are not based in this process.

This is the number #1 reason why Confederation is doomed to fail. 50% of Canada's population lives below that line, but they decide what's good for all of us. What does a banker from Toronto know about a coal miner from Grande Cache Alberta.

@tmitch4040 Don't listen to new board energy calls. If you want to hear excitement it needs to be the $TSLA or $CLF. The best I ever listened to was Rocket Lab. Those guys are great at bantering

1st call I've ever listened to, but what a dullard. No excitement, no big name potential, no optimism other than, "I feel real confident in blah blah....". Sold 15%.