Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️

I'm up millions over the last 2 months, but also down millions since peak screenshot season between last October and January. I get up some mornings and want to puke based on the drawdowns, but I've learned to not even check them before breakfast. Some people call high beta stocks foolish, and retail dumb, but the evidence suggests otherwise. At least in some circles. The volatility is indeed crazy, and it probably makes sense to hedge or try to time these things the best you can. But the long term growth is undefeated. The greater the volatility, the greater the return. You'll experience that extreme volatility, even if you know what you're doing. I'm averaging 80% annualized gains over the last 4-5 years. Taxable, 401k, IRA, checking. Don't compare yourselves to others. Others may have a great year, but you've also had great years. Chances are, they either are starting out and can't scale that performance, are not showing their full net worth, or they are extreme outliers, who you should learn from. What you can accomplish if you put your mind to it is honestly nuts, if you just read the research of others, then do your own, determine conservative price targets that you understand through both turmoil and exuberance, trust your judgement, and then just trade around it. It vastly outperforms what Fisher Investment would give you.

@vkhosla I mean, you are a pretty elite guy weighing in on this now.

Very elitist: "How AI ought to interact with the world" is a question for "the humanities, for religions, for philosophy, for society at large" . Humans were not born with humanities or religion or philosophers or elitist institutions with their view of superiority. The question is for humans to answer without the pretense of elitism!

@TheGuySwann The gene therapy is not about merely lowering LDL cholesterol. It's the gene where coronary heart disease risk is 88% lower than others. x.com/agingroy/statu…

This is the absolute most insane intervention imaginable. Imagine what happens when they find out cholesterol isn’t the problem and happens to be one of the most important things for our brains… and they’ve made a permanent gene edit to “stop it” Quite the opposite is going to happen of what they think. The medical industry is going to continue to be responsible for more and more deaths and chronic disease will keep exploding. Our arrogance knows no bounds.

@GaryMarcus Uber doesn't use autonomous AI vehicles yet, and that's kinda huge.

If enough other companies report the same, the bubble pops. 🫧

hey, the video guy behind this one 👋 1.9M views. $0 spent. a lot of people are calling this the best AI-generated video they've seen in a while (@theo was one of them🐐) and the funniest thing is, i started making videos like this only 2 weeks ago 😭😭 A lot of people have been DMing me asking how i made it, so here you go. quick backstory: i'm just a random 20-year-old engineering student from india, currently interning at Thine AI. about 3 weeks ago, my founder and manager told me: "Nikhil, just make cool stuff. forget about promoting the product." so that's exactly what i did. since then i've been spending way too much time experimenting with different ideas. my exams are also happening this month, but who cares 😭 i tried a bunch of different versions before this, some inspired by the goat @adilmania, some completely random, but none of them really felt right. then this one finally clicked. okay, enough yapping. here's the secret sauce: for brainstorming and scripting, akanksha and i mostly use @ThineAI . coz random ideas hit at weird times, and it helps organize all of them. it also knows my storytelling style a little too well at this point 😭 for video generation, i used kling 3.0 through @invideoOfficial . the workflow is super organized, which makes iterating much faster (@_sankyy crazy product🙌) everything else was just trial and error, late nights, and obsessing over tiny details that very few people even noticed. but that's the whole point. you have to go the extra mile to make your video 1% better. and in this era of copy-pasting, that 1% is the breaking factor period

More aerodynamic design

Here is a new electric Ferrari designed by me and and some GPUs somewhere out there.

Ya, if it was the Apple car and priced for scale this thing would go triple platinum.

@bitcoinbutcher1 @JonahLupton Bear case under that scenario: EV/ARR multiple: 10x EV: $119B Fully diluted shares: 550M Implied SP: $200+

$IREN Pushing $12B FWD ARR by end of 2027 @JonahLupton some quick napkin math on where we may be by the end of next year. Ran out of time to outline assumptions in more detail but plan on building this out for next 5 years with related DC cap ex and GPU expenditures to estimate funding needs.

@TrungTPhan fine

Ferrari's Chief Designer Officer Flavio Manzoni explains the design of the Ferrari Luce EV: "Normally, when we design another type of Ferrari in terms of aerodynamics, the main objective is the downforce...The [main objective for an EV] is the drag coefficient. The parameters are totally different. [The EV] must be like a kind of solid object, very pure. The body side must be almost continuous, almost flat. Even the wheels must be flat." The drag co-efficient is particularly important for battery efficiency for driving at high speeds. Great video from Cleo (including a tour of the interior with Jony Ive).

A Stanford psychologist spent 4 years proving that the simple act of walking generates 60% more creative ideas than sitting, and the experiment she designed to kill every alternative explanation is one of the most decisive findings in modern psychology. Her name is Marily Oppezzo. She got the idea for the study while walking with her advisor at Stanford to discuss her thesis topic, and the paper she eventually published in the Journal of Experimental Psychology in 2014 is sharp enough that it should have ended the seated meeting on the day it came out. She ran 4 experiments on 176 people. Same person tested twice. Once sitting, once walking. The creativity tasks were the standard ones psychologists have used for decades to measure how good a brain is at generating novel useful ideas. The result was almost too clean to publish. 81% of participants in the first experiment produced more creative ideas while walking than while sitting. In the second experiment, 88%. In the third, 100%. Every single person walked into a more creative version of themselves. On average, people generated 60% more novel useful ideas the moment their legs started moving. The skeptical question is the obvious one. Maybe it was the fresh air. Maybe it was the scenery passing by. Maybe it was the change of environment doing the work, not the walking itself. Oppezzo killed every one of those explanations with one experimental decision. She put people on a treadmill facing a blank wall. No scenery. No fresh air. No environmental change. Just legs moving in place while staring at white drywall. The 60% boost held. Then she ran the experiment that closed the case completely. She took participants outside in two conditions. Half of them walked through a Stanford courtyard. The other half were pushed through the exact same courtyard in a wheelchair. Same outdoor stimulation. Same scenery passing at the same speed. The only difference was whether the legs were moving. The walkers produced dramatically more novel high-quality ideas than the wheelchair group. The outdoors did almost nothing on its own. The walking did everything. This is the part of the study that hit hardest when I read it the first time. She also tested the opposite kind of thinking. Convergent thinking. The kind where there is one right answer and you have to narrow down to it. Word puzzles where 3 words share a hidden fourth word that connects them. The seated participants did slightly better on these. Walkers got slightly worse. Walking is not a general intelligence enhancer. It does one specific thing. It opens up the divergent search inside your brain. The part that generates options. The part that produces unexpected connections. The part that takes a problem and finds five ways into it instead of one. When you need to converge on the single right answer, sit down. When you need to find the answer in the first place, get up. The mechanism is now well understood. Walking selectively activates what neuroscientists call the default mode network, the system inside your brain that runs when you are not consciously focused on anything. The DMN is where mind-wandering happens. Where memories cross-reference each other. Where ideas that have been sitting in separate folders inside your head finally bump into each other. When you sit at a desk and force yourself to concentrate, you suppress the DMN. When you walk at a natural pace, the executive part of your brain gets just busy enough handling the walking that the DMN comes online and starts doing the work that focus was blocking. The most useful finding in the entire paper is the one almost nobody quotes. The boost did not turn off the moment people stopped walking. Participants who walked first and then sat back down stayed elevated. Their next round of seated creativity work was still significantly better than people who had been sitting the whole time. The rest lingered for at least several minutes after the legs stopped moving. You do not need to do creative work while walking. You need to walk before the creative work. The brain holds the state. The history of this is the part that should haunt anyone who still does meetings in chairs. Charles Darwin built a gravel loop behind his house in Kent called the Sandwalk and walked it 3 times a day for the rest of his life. The theory of evolution was developed one lap at a time on that path. Nietzsche walked up to 10 hours a day during the years he wrote his most important books and openly said the work was conceived on his feet. Beethoven composed for the morning and walked for 5 hours every afternoon with a pencil in his pocket for when something landed. Kahneman said the best thinking of his Nobel Prize-winning career happened on leisurely walks with Amos Tversky. Steve Jobs refused to take important conversations sitting down. He held them on foot. Every one of them was using the system Oppezzo would not measure until 2014. They just did not know what to call it. The question worth sitting with is the one almost nobody asks. Every meeting you have ever attended sitting around a table was a meeting held at a fraction of the brain power that was actually available to the people in the room. Every brainstorm that got stuck inside a conference room. Every problem you tried to solve at a desk and gave up on. Every idea you could not quite get to. The intervention is the easiest one in modern science. No supplement. No app. No subscription. No training program. Just a pair of legs and 15 minutes. The Stanford lab proved it. The philosophers knew it. The neuroscience explains it. And almost everyone reading this is still trying to think their way out of problems sitting completely still.

Wow. Shoot it through my veins.

@spacanpanman Last year consensus numbers were projecting more than the 2030 numbers above for 2028 - $5.3B of Revenue and $4B of EBITDA. The street is assuming a pretty pessimistic cadence now.

$ASTS: 🐂 Consensus Street Estimates for Revenue and EBITDA

@InvestingDaws @Agrippa_Inv @jiahanjimliu @FransBakker9812 @bitcoinbutcher1 @BitcoinAIGuy @ilzmcfly @TheBigDegen @scludweed @JonahLupton @TheRayMyers Hmm. Assuming $65B revenue, 30% margin -> $19.5B net income. At 30x P/E: $585B market cap. At (conservatively) 600M fully diluted shares: SP = $975.

The year is 2031. $65 Billion projected ARR for $IREN. Looking for the community to help point out any errors or bad assumptions. But I think this forms a reasonable bull case for ARR based on what we know today.

🚨 GOLDMAN SACHS PROJECTS U.S. DATA CENTER POWER DEMAND TO DOUBLE BY 2027 • 66 gigawatts in 2027 from 31 GW in 2025 • Only About 50-60% of data center capacity scheduled for the next one to two years is expected to come online

Michael Dell keynote . The future of AI-driven business transformation . Intelligent PCs and next-generation computing . Modern infrastructure powering scalable innovation . Real-world use cases turning data into action youtube.com/watch?v=M1tetA…

$EOSE Help me out finance GURUs...how BIG of a deal is reaching "positive adjusted EBITA by end of year"? Seems like they'd need like a massive improvement in cost-out measures to achieve that right?

@gurgavin Yahoo’s business wasn’t a bubble. They got taken out by Google, which developed better search and ad tech. Yahoo also fumbled a takeover by Microsoft.

DURING THE DOT COM BUBBLE EVERYONE CALLED YAHOO THE SAFE BET WHAT THEY MISSED YAHOO’S CLIENTS WERE THE DOT COM COMPANIES. THE ONES WITH NO PATH TO PROFITABILITY THEY COLLAPSED, YAHOO COLLAPSED WITH THEM SAME THING IS HAPPENING IN AI. EVERYONE RUSHING TO THE ‘SAFE’ INFRASTRUCTURE PLAYS. GPUS, CLOUD, APIS BUT WHO’S PAYING THOSE BILLS? AI STARTUPS WITH NO REAL REVENUE, NO PROFITABILITY, AND A VC CHECK THAT WON’T LAST FOREVER. FUNDING DRIES UP. DOMINOES FALL. SO WHO ALL IS YAHOO THIS TIME? (YOU ALREADY KNOW)

Major poll glitch tonight.