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$LLY If there is anything that could be bigger than tech, it is life, for tech is just artificial life. There should be one 1 trillion dollar healthcare company already. Lily was and will be the first one.

$META as expected, the ads growth is off the chart, like $GOOG. I think people are worried about 2 things regarding the AI capex: (1) massive spend on AI is still not getting its models to the cutting edge; (2) it doesn’t have a Cloud to sell the compute like other hyperscalers.

$GOOG When I was in school learning about RL, I learned that there are basically two fundamental algorithms that all other algos build upon: Learning and Search. With more generated data and apps, the search & learn business is only getting started.

I’ve seen debate around $IREN vs $NBIS. Long term I think $IREN will lag $NBIS very significantly, it is not one reason but too many: People, business model, demand, etc. But that’s not to say $IREN won’t go up though, I just prefer putting all in the best of 1 theme.

$GOOG revising my EoY PT; 4.5-5 trillion by the end of June …

$GOOG $META AI is good for ads in general. The more generative contents & apps, the more to advertise.

OpenAI has committed around $600B+ vs Anthropic’s $140B+ by 2030. OpenAI currently makes about $25B+ annualized revenue, Anthropic has surpassed $30B. To meet the massive spending commitment, OpenAI needs to raise private money or IPO, neither seems enough.

$GOOG my EoY prediction is for it to consolidate around 4.5 trillion market cap …

Back with $MU with a small position for Rubin rollout, sustained memory chip demand, and a new phrase of AI driven by desire to build world model which is more memory intensive, at least at the beginning stage.

I never short, because it’s just so hard to work out mentally that you want the world to be a “down” place.

$AMPX $SES Net up so far with PnL 3-1

S&P500: Robust technical strength and institutional support, but extreme positioning and suppressed volatility create vulnerability to sudden repricing. The safest of mag 7 bet right now is $GOOG

The oil price is good for EV in general $TSLA

$NBIS Running too hot too quickly, would like to see it claiming down a bit, so it doesn’t attract shorts at high levels.

My agent that tracks Iran war indicates that Trump announcing end of military operations in Iran by April 30 is highly likely … over 80%, Polymarket currently prices it at 30%… only time will tell.

Hence, spending is a matter of survival, not just about creating more.

$NBIS Some got scared by AI demand slowing down… but I just can’t imagine companies / individuals to NOT spend on tokens anytime in future… If 1 person with Claude code beats your team of 100 in the past, how do you even think about competing without it

@B__Digs It’s a conservative take, depending on if competition shows up, but Clickhouse is the king of enterprise grade OLAP right now.

@gpupoorresearch It's worth $15+ today.

$NBIS Still I believe Clickhouse to worth 30+ billion by 2030. When everything gets automated, you need observability for all that data.

$NBIS Capital intensive? Bro if it’s not, everybody can do it, what’s the moat? Not just money, if you ain’t got the experience, skills, customers, and luck, you ain’t gonna be part of the future where Compute is required for every moving thing, digitally and physically.