Tom Sottile

You only lose if you quit

Just added $6.5M to my $BOT investment after investing $700K at $10. Targeting $150-300 a share minimum. If @fundstrat raised $18.7B to invest in freaking ethereum:native, then I think chadlord @Rewkang & @GoingBallistic5 & @intern can easily raise that for Robots. NAV model below, GM.

you can start repeating any story of your choice and have it become your reality. so think of new possibilities, new forms of abundance, stories of blessings, stories of love and hope. let go of stories that keep you feeling small.

If you’re in AI pivot to crypto

using a sauna 4 times per week sounds like a relaxation hobby until you see the finnish longevity data. then it sounds like one of the most powerful health interventions ever discovered a 20yr study following over 2,300 finnish men found that those who used a sauna 4 to 7 times per week had a 40% lower risk of all cause mortality compared to those who used it once a week. 40 percent. from sitting in a hot room the mechanism is heat shock proteins. when your body temperature rises significantly your cells produce these proteins that repair damaged proteins, clear cellular waste, and protect against future stress. its basically a repair and maintenance cycle triggered by heat - 40% reduction in all cause mortality in the 20yr finnish study. thats a larger effect size than most pharmaceutical interventions - increases growth hormone by up to 200 to 300% during a single session. growth hormone repairs tissue, burns fat, and preserves muscle - improves cardiovascular function. your heart rate in a sauna reaches 100 to 150 bpm which is equivalent to moderate exercise. your cardiovascular system is getting trained while you sit still - enhances the brain-derived neurotrophic factor (BDNF) which supports learning, memory, and neuroplasticity - reduces inflammation markers systemically over time with consistent use 15-20 minutes at 80-100°C, 4 times per week. the finnish data is the largest and longest running study on sauna use ever conducted and the results are hard to argue with most people think sauna is just sweating. its actually triggering a cellular repair cascade that reduces your risk of dying from basically everything by 40%

🚨: Neuroscientists discovered something shocking: your brain doesn't care if your thoughts are true... it just believes whatever you think on repeat

good graph if youre interested in humanoid robotics

This is the mentality. Unceasing warfare against everything that is weak and unworthy.

CEO of $BOT @Rewkang reveals $100M raised for more robotics investments. "We've announced 3 PIPE fundraises over the course of the past 3 weeks totaling close to ~$100M" "Those were all done with institutional investors that we believe are very long term oriented, not selling them into the public market" "And they were all done at multiples to the publicly stated NAV. I believe around 3-4X" "So these people believe in what you're building so much that they're paying a very high premium over the actual NAV that you're now reporting so that's a sign of a lot of confidence"

We only write 1-2 primers a year because we want them to be durable. It’s simple to publish something market relevant for 6 months, but our goal is a piece you can return to years later and still derive value. Our Robotics primer meets that standard. citriniresearch.com/p/thematic-pri…

In 2015 a writer named Tim Urban sat down and counted the days he had left with his parents. He was 34, healthy, both parents alive and well. The number came back around 300. Less time than he spent with them in any single year of his childhood. The post is called The Tail End, on a blog called Wait But Why. The idea is to stop counting your life in years and start counting it in events. Reach 90 and you get about 4,680 weeks, and every one of them fits on a single sheet of paper. Maybe 60 more winters after that. If you read five books a year, that is 300 books, picked from every book ever written. Those things at least spread out evenly. A third of the way through life means a third of the way through your pizzas. Time with the people you love does not work like that. Almost all of it sits at the very start. Then it is gone. For your first 18 years you are around your parents nearly every day. Then you leave for college or a job in another city, and a normal adult sees their parents maybe 10 days a year. So the day you move out, you are already at 93 percent. Urban was living in the last 5 percent and had no idea until he drew the chart. He called it the tail end. It does not stop at parents. His two sisters, after a whole childhood in the same house, had around 15 percent of their time together left. The four friends he played cards with most days in high school were down to their last 7 percent. Nobody had a fight. Nobody moved away angry. Life quietly spends the time for you while you assume there is plenty left. You do not have to be old to be near the end with someone. If your parents are alive and you live in a different city, you have probably already used more than 90 percent of the days you will ever spend in the same room as them. His one instruction is about that last stretch. When you are down to the final days with someone you love, treat that time like what it is, which is almost gone. The rest is the tail end, and it is much shorter than it feels.

Skills that have nothing to do with money but are worth dedicating an immense amount of practice to: - Charisma - Metacognition - Critical thinking - Sitting with discomfort - Articulating what you believe and why - Changing your beliefs when presented with new information Almost nobody actually practices these and it shows.

The best opportunities are created when the incumbent thinks you’re crazy because they don’t understand what you’re building. By the time they do, it’s often too late. I’m proud to be building something that many still don’t understand.

If you don't wake up excited and go to bed tired, drop everything and think of what your future will look like if you keep repeating the same day for the rest of your life. Sit with that discomfort until a new direction appears.

Jensen Huang: "No matter what your dreams are, you're going to get punched in the face at some point."

At some point, usually in your 20s, you'll notice that the people around you stop believing in themselves. And no matter how hard you try, you can't save them. By all means, do not let it infect your mind. Stay on your path.

The perfect Father's Day message. Pope Leo: You’ve heard your whole life that God loves you. But do you actually believe it? You are precious in God’s eyes. You are unconditionally loved by Him.

Ephesians 3:20 “I will give you more than what you asked for. Be patient and trust me.”

After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in: 1. Neoclouds: The GPU & Compute landlords. Whoever owns the compute owns what every AI company on the earth needs to grow & succeed. $NBIS - Nebius. Spun out of Yandex, rebuilt as a pure-play AI cloud. Microsoft and Meta committed billions in contracted backlog. The fastest growing neocloud on the board. My favorite pick as a long-term investment. $CRWV - CoreWeave. The American-founded neocloud. SemiAnalysis rated this Neocloud in a class of it's own, which can not be understated. Deals with Anthropic, OpenAI, Meta, Perplexity, Google, Microsoft... the list goes on forever. $HUT - Hut 8. Started as a bitcoin miner, pivoted hard into AI hosting and power infrastructure. Owns the power, not just the GPUs. They're landing deals left and right, definitely an underappreciated sleeper pick. $APLD - Applied Digital. Same playbook. Former crypto miner now building purpose-designed AI data center campuses with long-term hyperscaler leases. $CIFR - data center host for Anthropic's directly, purchased Google TPU v7 Ironwoods (400K units, ~$10B), backed by a 10-year, $3B+ Fluidstack hosting deal where Google guarantees $1.4B of lease obligations for a 5.4% equity stake. One of the only neocloud-adjacent names with real exposure to Google's silicon instead of pure Nvidia GPU rental. 2. Optical / Photonics: Because every GPU is useless if it can't talk to the GPU next to it. $CRDO - Credo. The connectivity layer inside every AI cluster. Active electrical cables and DSPs that scale with every rack hyperscalers deploy. $LITE - Lumentum. Legacy telecom optics company that's become a core 800G/1.6T transceiver supplier for the AI buildout. $ALAB - Astera Labs. Connectivity chips that solve the bottleneck between GPUs, memory, and storage. Pure-play AI infrastructure with almost no legacy drag. $COHR - Coherent. Lasers, optical components, and transceivers spanning the entire photonics stack from datacom to industrial. $MRVL - Marvell. Custom silicon and photonic fabric for hyperscalers. The company quietly inside more AI racks than people realize. 3. Memory: The most cyclical, most violently mispriced sector in semis. HBM demand changed the entire setup. $DRAM - DRAM ETF. One ticker, every important memory company on the planet, including South Korean companies like SK Hynix and Samsung Electronic, companies you CAN'T INVEST IN with most brokerages. $SNDK - SanDisk. Spun off from Western Digital, now a pure-play NAND flash story riding the same supply tightness as everyone else in this sector. $MU - Micron. One of three companies on Earth that makes HBM. The clearest direct line from AI buildout to memory revenue. $WDC - Western Digital. Hard drive and enterprise storage demand riding the same data center capex wave as everything else on this list. $STX - Seagate. The other half of the storage duopoly. Enterprise nearline drives are seeing the same supply crunch dynamics as memory. 4. Analog / Power Semis: Unsexy. Necessary. Every data center, every EV, every robot needs power management silicon that doesn't get the AI premium yet: $MXL - MaxLinear. Smaller-cap analog and mixed-signal play with infrastructure and data center exposure that's still flying under the radar. $STM - STMicroelectronics. European chip giant spanning auto, industrial, and power semis. Way out of favor relative to its diversification. $ON - ON Semiconductor. Power semis for EVs and industrial, now leaning harder into data center power delivery as a growth vector. $VSH - Vishay. Passive components: resistors, capacitors, diodes. Boring until you realize literally everything electronic needs them. $POWI - Power Integrations. High-voltage power conversion chips. Small cap, niche, and positioned for the power efficiency problem AI data centers haven't solved yet. 5. Physical AI / Robotics: It's coming, soon, and the market is beginning to realize it. $OUST - Ouster. Lidar for robotics, industrial, and autonomy. Consolidated the space after merging with Velodyne, now the survivor. $VICR - Vicor. High-density power modules for robotics, AI servers, and defense. Power delivery at the component level, not the rack level. $VPG - Vishay Precision Group. Precision sensors and strain gauges. The torque and force-sensing hardware that gives robots a sense of touch. $AEVA - Aeva. 4D lidar with built-in velocity sensing. Smaller and earlier stage than the rest of this list, highest risk, highest ceiling. $AMBA - Ambarella. Edge AI vision chips. Powers the cameras and perception systems inside cars, robots, and security infrastructure. I believe a portfolio with these 25 names will severely outperform the market over the next few years. I have 7 figures throughout many of these names. These are all names I'm currently invested in, or plan on investing in in the near future. None of this is financial advice.