Chris

@cryptopunk7213 Well when you put it this way…….

Google crashed figma’s stock -10% with 1 AI product. thats $2B wiped out. graphic designers cooked. anthropic, openai did the same thing to cyber security companies (-30%), legal firms (-35%), financial analysts, software engineers… entire professions are being consumed by 2-4 companies with every feature update. very quickly too. genuinely insane to watch

When you know a topic better than anyone and then see how the media and Wall Street belatedly cover it so poorly, it makes you wonder how badly they cover all the other stuff you’re less familiar with.

Going to listen to this.. IN THE SAUNA! 🛁

I’ve said it before & ill say it again - Google Maps is the most “moaty” app to ever exist

@Google @googlemaps Google Maps probably the most “moaty” application ever

Today @GoogleMaps is getting its biggest upgrade in over a decade. By combining our Gemini models with a deep understanding of the world, Maps now unlocks entirely new possibilities for how you navigate and explore. Here’s what you need to know 🧵

This can’t be ignored anymore. It hasn’t been a good year for the bulk of traders.

Private credit funds will be very reluctant to roll over software loans when they mature. The closed-end funds can't refi any loans right now given redemptions. Since many loans were taken to pay dividends to sponsors, how will they repay maturing loans? Will sponsors put new $ into the companies? many are past investment period. Bring in new equity? that will be tough and pricey. Refi with a mezz lender? will be at much higher rate. Walk away? Huge loss and hit to reported marks. In every situation, the equity is worth less even if business performance hasn't changed.

@tallmetommy @bryan_johnson “Body is a long term ledger” is good

The body is a long-term ledger. LDL doesn’t just circulate in blood, it deposits in structure. Your arteries are the highway. Your tendons are the accounting record. By the time plaque shows up in the heart, the body has already been quietly writing the balance sheet into connective tissue for years. Medicine is slowly realizing something deeper: The body keeps receipts.

Your ankle is a window into your heart. A new study found that patients with a thickened Achilles tendon were nearly twice as likely to experience a major cardiovascular event within three years of a coronary stent procedure. An observational study retrospectively compared outcomes for 1362 participants with coronary artery disease undergoing PCI, examining differences between patients with and without Achilles tendon thickening (defined as ≥8 mm in men or ≥7.5 mm in women). Patients with thickened Achilles tendons faced a 99% higher risk of major adverse cardiovascular events (MACE) over three years (28.4% vs 17.9% for those with and without thickening, respectively). (MACE was defined as all-cause death, nonfatal myocardial infarction, stent thrombosis, stroke, and clinically driven target-vessel revascularization.) Thickened Achilles tendons were more prevalent in patients with the more severe, rapidly developing, and less stable acute coronary syndrome (ACS) (24.3% had thickened tendons) compared to patients with the more stable chronic coronary syndrome (CCS) (13.7% had thickened tendons). Among ACS patients, having a thickened Achilles tendon was a significant predictor, increasing the risk of a recurring major cardiovascular event within the next three years by 4.7 times. The findings suggest that Achilles tendon thickening may serve as a prognostic marker in patients with cardiovascular disease, with special value in predicting early recurrence of major adverse cardiovascular events in patients with acute coronary syndrome. While the analysis did not include blood cholesterol levels and does not establish causation, one plausible explanation is that Achilles tendon thickening reflects cumulative exposure to elevated LDL cholesterol over many years. This may be especially relevant in familial hypercholesterolemia, a genetic disorder characterized by markedly elevated LDL cholesterol, in which Achilles tendon thickening is also used as a diagnostic criterion.

$VIX at 26 is new, though. Geopolitical. Doesn’t impact this trade directly, but the backdrop of uncertainty is stalling investment fs…

Barring any structural market changes, I still believe our MAG6 (excl TSLA) is undervalued. Each has such a good thesis that remains intact, and I don’t see anything breaking it (e.g., lack of demand for compute - inference or pre train, lack of downstream investment) 🐂

Instead of "healthspan," we should be thinking about "Peakspan." How long can you maintain ~90% of your peak physical or cognitive function? According to a new paper, different systems reach their “Peakspan” at very different times. Fluid cognitive abilities like processing speed and working memory peak early, around ages 20–30, while crystallized intelligence doesn’t peak until the late 40s or early 50s and can remain stable into the 70s. Cardiorespiratory fitness peaks from adolescence to the mid-20s and then declines steadily, while muscle strength peaks in early adulthood and falls sharply after 60. Bone density, kidney function, hormone levels, sensory function, immunity, digestion, and reproductive capacity all follow their own trajectories too—some peaking in the 20s, others in the 40s or 50s. In other words, human aging is asynchronous. We don’t simply age “overall,” but instead age system by system.

“Man is born to live and not to prepare to live.” — Boris Pasternak

@insane_analyst Btw when did you become long $QCOM

I hate this market.

Up 4% this year but my risk adjusted return has gotta be 🗑️

@AlphainAcademia another idea for you: post IPO performance of companies at different fundamentals (e.g., earnings growth, debt levels, margins)

Is $QQQ just a buy sitting right in front of us? NASDAQ a laggard is 🤯

See how AI leveled up hard in 3 years.

CPUs are the next bottleneck - here's who wins: $AMD $ARM $INTC

@AlphainAcademia Also touch on the truth of how post-earnings (bad or good), algorithms trade and wipe out the order book at key resistance levels, only for earnings call tone to recover changes in stock price.

@amalgamationcg Discuss it in what way? More on that specific paper or just go over the post-earnings drift and biases there?

New research suggests that the tone of executives has predictive power for future stock performance. Vocal cues of assertiveness or nervousness predict significant stock moves. Portfolios built on high conviction tones generated between 40 and 70 bps over the following month.