Ghost

🔥Welcome to the $RETIREMENT Fam!🔥 How to Invest: ✅ HLRGoPcK1n4fmkowVyBNkVHRoiiCUL2qyneNqTUNpump TG: t.me/TheRetirementC… Contests & Giveaways : @retirementcto Follow for your chance to win big! We may have been created on Pumpfun, but we decided to take it another step and create the best memecoin community on Solana out there right now. Don’t miss out fam!

The U.S. Energy Department just announced a plan to finance billions worth of nuclear reactor parts. This is a MASSIVE buy signal for Uranian & Nuclear names. If you want to capture this sector squeeze then buy these 8 stocks: 1. Energy Fuels ~ $UUUU 2. Oklo Inc ~ $OKLO 3. Uranium Energy ~ $UEC 4. NuScale Power ~ $SMR 5. X-Energy ~ $XE 6. Cameco Corp ~ $CCJ 7. ASP Isotopes ~ $ASPI 8. Nano Nuclear Energy ~ $NNE Don’t miss this generational wealth making opportunity. Save this for later…

Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance. He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute. I feel lucky we get to hear what it is like to sit inside a company this consequential at a moment this pivotal. We discuss: - The cone of uncertainty - How he allocates compute across Trainium, TPUs, and GPUs - What investors misunderstand about model companies - Why the returns to frontier intelligence keep rising - Platform vs application and where Anthropic builds its own products - How Anthropic uses Claude internally I have asked my closing question about the kindest thing more than 500 times. Krishna's answer is one I have never heard before. Enjoy! Timestamps: 0:00 Intro 2:38 The Compute Canvas 6:51 The "Cone of Uncertainty" 11:58 Why the Returns to Frontier Intelligence Are So High 16:45 Recursive Self-Improvement 20:20 Scaling Laws 23:30 Sourcing $100 Billion in Compute 28:05 Platform vs. Application Strategy 32:52 Pricing Dynamics 38:48 How Anthropic’s Finance Team Uses Claude 43:24 Raising Capital & Overcoming Investor Skepticism 52:32 Public Perception, Risks, and Government Regulation 57:25 Mythos Release 1:12:33 What Could Derail the AI Revolution? 1:13:47 Biotech and Healthcare 1:15:31 The Kindest Thing

In 2026, $NVDA put $15,000,000,000 in 7 AI super companies so far. Here's exactly why they partnered with these companies: $MRVL Marvell → AI scaling is now bottlenecked by networking and custom silicon. Marvell solves critical data movement problems between GPUs, memory, and hyperscale systems. $LITE Lumentum → As GPU clusters grow, optical interconnect demand explodes. Lumentum’s photonics technology helps AI systems transfer massive amounts of data with lower latency and power consumption. $COHR Coherent → Coherent enables next-generation optical communications and advanced semiconductor materials. AI factories cannot scale efficiently without faster optical transmission technologies. $GLW Corning → AI data centers need massive fiber density and ultra-fast optical connectivity. Corning supplies the backbone glass and fiber infrastructure enabling hyperscale AI clusters to communicate at scale. $IREN IREN Limited → AI requires enormous amounts of cheap power and scalable compute infrastructure. IREN gives NVIDIA exposure to next-generation AI data centers with energy advantages most competitors can’t replicate. $CRWV CoreWeave → CoreWeave became one of NVIDIA’s most important AI cloud partners because it aggressively buys NVDA GPUs faster than traditional hyperscalers. This expands NVIDIA’s AI compute dominance globally. $NBIS Nebius → Nebius is building AI-native cloud infrastructure optimized specifically for high-performance training and inference workloads. NVIDIA benefits from another rapidly scaling ecosystem partner consuming massive GPU capacity. 3 extremely likely future NVDA partnerships: 1. $ANET Arista Networks → AI networking demand is exploding. NVIDIA + Arista together could dominate hyperscale AI traffic infrastructure. 2. $VRT Vertiv → AI data centers are running into cooling and power bottlenecks. Vertiv solves one of the biggest scaling problems for AI globally. 3. $ETN Eaton → AI power demand is becoming the next trillion-dollar bottleneck. Eaton provides the electrical infrastructure needed to sustain hyperscale AI expansion. They’re building the entire AI empire infrastructure stack from silicon → photonics → networking → power → data centers.

Peter Lynch said: "There is 100% correlation between a company's earnings and what happens to the stock.” If stock price follows EPS, here are 6 stocks that look like opportunity. 1. $MSFT - Microsoft

Jack Dorsey on how every company can now be a mini-AGI:

This is how you buy stocks that look like $MU, $SNDK, $RKLB, $AMD, $NBIS, $QCOM, $INTC, etc. right now. I teach you how to buy parabolic stocks the RIGHT way. The most important 3-minutes of your life that make and save millions of dollars: 1. Buy a very small position now. This gets rid of your FOMO and helps psychologically. 2. Buy when stocks reach the daily 62 / 79 EMA & 200 MA (needs to be in a clear uptrend). 3. I became a multi-millionaire because I buy LOW and trim HIGH. I followed these EXACT rules. 4. This is what I teach to my subscribers EVERYDAY. We buy LOW and trim HIGH. Follow my every move and you will retire in a few years.

While everyone chases Nvidia and the same handful of names, 4 stocks are quietly sitting on real setups nobody has figured out yet. If the catalysts hit, the upside is real. Here they are:

This is absolutely insane. President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi: 1. Elon Musk, Tesla and SpaceX CEO 2. Jensen Huang, Nvidia CEO 3. Tim Cook, Apple CEO 4. Larry Fink, BlackRock CEO 5. Stephen Schwarzman, Blackstone CEO 6. Kelly Ortberg, Boeing CEO 7. Brian Sikes, Cargill CEO 8. Jane Fraser, Citigroup CEO 9. Larry Culp, General Electric CEO 10. David Solomon, Goldman Sachs CEO 11. Sanjay Mehrotra, Micron CEO 12. Cristiano Amon, Qualcomm CEO President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed. Never in history has such a trip even remotely near this scale and caliber occurred. This Trump-Xi meeting is far bigger than most realize.

Yesterday almost 50 major US stocks hit fresh 52-week lows. These are not small caps. These are S&P 500 names that millions of retail investors own through their index funds. Here is the full list, sector by sector:

NVIDIA just quietly partnered with 5 space companies. This is one of the most important moves in tech right now. They are officially taking AI infrastructure to orbit. Here are the 5 names that could define the next decade:

If you want to invest for retirement over the next 5–10 years and potentially retire rich, here are 10 high-upside stocks to buy and hold for the long term: 1. $DRAM — A next-generation memory and AI infrastructure play with 10–15x potential. 2. $OPEN — A digital real estate disruptor with 20–100x potential. 3. $SLNH — A renewable-powered AI and Bitcoin infrastructure company with 50–100x potential. 4. $DGXX — An AI data center and digital infrastructure play with 20–50x potential. 5. $SIVE — An emerging AI and compute company with 30–50x potential. 6. $MRAM — A specialized persistent memory solutions company with 20–50x potential. 7. $EOSE — A long-duration energy storage company with 5–10x potential. 8. $ONDS — An autonomous drone and defense technology company with 20–35x potential. 9. $SOFI — A digital banking and fintech platform with 20x potential. 10. $KEEL — A maritime and infrastructure growth company with 10–20x potential. The biggest fortunes are often made by identifying transformative companies before Wall Street fully recognizes their potential. Buy quality. Stay patient. Let time and compounding do the heavy lifting. Not financial advice. Do your own research.

BREAKING: Don't copy and paste answers from CLAUDE. Claude writing is easily detectable. Use these prompts instead and see the magic:

At 25, I was lost. At 35, I was stuck. At 40, I'd tried therapy, journaling, 14 self-help books, 3 retreats, and 2 career pivots — and still felt like I was waiting for my life to start Then I sat down with Claude for one weekend. Here are the 8 prompts that gave me clarity I'd been chasing for 20 years:🧵👇

These 10 stocks could create millionaires by 2030: 1. IREN - $IREN 2. Amazon - $AMZN 3. NVIDIA - $NVDA 4. AXT Inc - $AXTI 5. Rocket Lab - $RKLB 6. MP Materials - $MP 7. NuScale Power - $SMR 8. Nebius Group - $NBIS 9. Micron Technology - $MU 10. Applied Optoelectronics - $AAOI AI, nuclear, space, rare earths, and photonics.

🚨 IF YOU MISSED $MU AND $SNDK… Don’t make the same mistake twice. The AI trade is no longer just about GPUs. The next wave of money is rotating into the companies powering the entire AI infrastructure stack — memory, controllers, packaging, optics, edge AI, and power. Here’s the next layer of the AI memory trade 👇 Memory Leaders $MU $WDC $STX $SNDK Controllers & Interface Chips $RMBS $SIMO $ATOM Packaging / Testing $AMKR $FORM $CAMT Next-Gen Memory $MRAM $GSIT $NVEC $NLST Optical / Interconnect $LITE $AAOI $COHR $CIEN $MRVL $GLW Edge AI $QUIK $CEVA $SYNA AI Infrastructure $SGH $SKYT Power & Efficiency $POWI Future-Tech / Advanced Materials $LWLG $AXTI The first phase of AI made headlines. The second phase will build fortunes quietly. Most retail investors only chase what’s already gone vertical. Institutional money is now hunting for the suppliers behind the suppliers. That’s where asymmetric upside starts to appear. Watch capital rotation carefully over the next 30–60 days. This is where the next major AI breakout cycle could begin.

THIS IS THE S&P 500 FORWARD P/E RATIO • $MU is sitting as the 7th cheapest in the whole list • $INTC is among the highest • $AMD is pretty high too So ask yourself: Did you really miss the rally, or is Micron Technology still mispriced?

BREAKING: Leopold Aschenbrenner reveals his new trades in ONE WEEK his last portfolio was disgusting: > BE +1422% > LITE +1330% > SNDK + 3130% 25 years old and somehow outperforming every Wall Street legend I’ll post the next trades when they drop might want notifications on 👀

@FleecedByGetz I wish I didn’t have to rewatch this memory over again. Thanks for the reminder of this day.

Thank you for everything, Brandon. ❤️

Claude for Excel, PowerPoint, and Word are now generally available, and Claude for Outlook is in public beta. As Claude moves between your Microsoft apps, it carries the full context of your conversation.

Anthropic just shipped Claude's 10 finance agents. Available in Cowork, Code, API, and Office. How to install in 4 steps. 1. Install in Cowork. - Open Settings → Plugins → Add plugin. - Paste: github.com/anthropics/fin… - Pick the agents you want from the list. 2. Install for Microsoft Office. - Open the GitHub link (above). - Copy the install command into Claude Code. - Run /claude-for-msft-365-install:setup to finish. 3. Connect your data sources. - There are 17 data partners at launch. - Add the ones you pay for as connectors. 4. Pick one. Run today. - Map one agent to a job on your plate this week. - Paste the prompt. Edit it. Run it. Try these prompts: ✦ pitch-agent Pulls comps, precedents and LBO numbers into a branded pitch deck. "Draft a 12-slide pitchbook for our acquisition of [TargetCo]." ✦ meeting-prep-agent Pulls past notes, recent news and talking points into a one-page brief. "Build a one-page brief for tomorrow's 10am with [Client]." ✦ earnings-reviewer Reads earnings reports and flags the surprises and risky wording. "Summarise [Ticker]'s Q1 earnings and flag every surprise vs forecast." ✦ model-builder Builds a working financial model in your spreadsheet from one prompt. "Build a valuation model for [TargetCo] vs six similar companies." ✦ market-researcher Pulls sector trends, competitor moves and pricing into one memo. "Write a 1,000-word memo on European fintech lenders." ✦ valuation-reviewer Audits a valuation model and challenges every assumption inside it. "Review the valuation model on [sheet]. Challenge every assumption." ✦ gl-reconciler Matches your books against bank statements and flags any mismatches. "Reconcile our bank books against last month's statement." ✦ month-end-closer Runs your monthly accounts checklist end to end and flags any issues. "Run the April month-end close on our standard checklist." ✦ statement-auditor Audits the books for errors and control gaps before they ship. "Audit April's P&L and balance sheet against our books." ✦ kyc-screener Vets new clients against watchlists and ownership records. "Run a background check on [NewClient]. Pull ownership records." Free Claude playbooks → charliehills.substack.com Repost ♻️ to help someone in your network.