J G (👟, 🍔)

We raised $1M dollars to reinvent how people read. Introducing Mark II - a $159 AI bookmark. Thread below

Every major tech company on Earth is now building a humanoid... pay attention. $BOT is already up almost 2X from my post 2 days ago. Follow the right traders on X and start preparing. Let me explain in more detail... $TSLA has Optimus. Figure raised at $40B recently. Apptronik is shipping Apollo. 1X has Neo. Unitree is selling them on the internet for $16K. China has Unitree, Xpeng, Xiaomi, BYD all in the race. This is no longer a "maybe one day" technology. It's a "who ships first and at what cost" race. The math is what makes it nuts though... Goldman thinks the humanoid market hits $38B by 2035. Morgan Stanley says 1 billion humanoids by 2050. Tesla says they could ship a million Optimus units a year by 2030. Pick whichever number you want and the trade is still massive. But here is the part that makes this different from every other "next big thing" theme... Humanoids actually solve a real problem the world is screaming about. We don't have enough workers. The US has 8 million open jobs. Japan is short 6 million workers by 2030. China's working age population peaked 10 years ago and is falling fast. Warehouses, factories, elder care, fast food, logistics, all of it needs labor that does not exist. Humanoids walk straight into that gap. And the second order trade is where the real money lives... Just like NVDA created the AI trade and the suppliers compounded faster than NVDA itself... Tesla and Figure are creating the humanoid trade and the suppliers are about to do the same thing. Lidar. Vision chips. Precision motors. Actuators. Edge AI silicon. Batteries. Start looking into these tickers, many of which we've already been talking about for months... $AEVA $ALNT $AMBA $AMBQ $ARBE $ATOM $AUR $CGNX $HG $INDI $ISRG $KITT $KLIC $LSCC $MBLY $MRAM $NEO $NOVT $OUST $RR $SERV $SYM $VPG $XPEV $ZBRA Every humanoid is basically a walking shopping list. Most of these supplier names are small cap, ignored, and trading at AI 2022 valuations. Not AI 2026 valuations. The repricing window is wide open. And the people positioned in the suppliers now are going to look like geniuses 18 months from now IMO. Will of course keep updating... Stay tuned.

New pitch - GrabAGun Digital - $PEW Available in bio. TLDR _PEW trades at a 20% discount to the cash on its balance sheet _The core business outgrows its industry 15% a year on average, and is break-even on its way to profitability _It has a new business line that’s very high margin and could make it a multi-bagger

BREAKING: Eileen Wang, the Democrat Mayor of Arcadia, CA, has pleaded GUILTY to acting as a foreign agent on behalf of China.

The naval battle continued this morning ! Half a dozen ships were likely sunk.

A Chinese woman attempted to extort PE billionaire Wes Edens out of $1.2B after getting STDs from a hookup that began over LinkedIn DMs Changli 'Sophia' Luo, founder of non-profit One World Initiative Advocacy, chatted up Wed Edens over DMs before eventually sleeping with him on their third meeting in 2023 Their flirty rapport turned hostile as Sophia began threatening to leak videos of them having sex. She reached out to Eden's family members, including his ex-wife and current girlfriend, and threatened to approach Fortress' investors and 'taint' Edens in an attempt to extort money from him via mediation Edens, the founder of $50B AUM Fortress Investment Group, initially settled via mediation for $6.5M before Sophia tested for HPV-16. Sophia then threatened to 'destroy' Edens if he didn't take 'responsibility' and re-settle for $1.25B Sophia was arrested while attempting to flee to China. She is currently on house-arrest ahead of trial