Johnny Three Eggs M.D.

@SenWarren @JetBlue @SpiritAirlines @JusticeATR @USDOT You are the ultimate clown Liz! Stop trying to make our world better. Get a clue!

I've warned for months that a @JetBlue-@SpiritAirlines merger would have led to fewer flights and higher fares. @JusticeATR and @USDOT were right to stand up for consumers and fight against runaway airline consolidation. This is a Biden win for flyers! apnews.com/article/jetblu…

@FIREDUpWealth So you’re not concerned that you open AI may not have a path to profitability?

This is the kid moving markets by billions today. That should concern you. He wrote the WSJ article about OpenAI. The market needed any excuse to sell, and they got one. Don’t be a sheep. 🐑

@misterbombadil @leonard80460750 @OnChainMonkey This zombie is lost sadly. Stuck on ETH

@leonard80460750 @OnChainMonkey Feels gooooooood

!RISE @OnChainMonkey

@misterbombadil Where are they traded? Osura?

@johnnythreeeggs Good. It was needed. Ordinals have had a strong finish to the month. Still low volume but feeling bullish

Good morning ordinals

@johnfio_ Manhattan needs something unique and exclusive. When’s the last time you’re had an epic night out at a nightclub in Manhattan? Wanting people to go back to bungalow8 and butter mondays isn’t realistic at this point

The city used to be its own social club. You’d have billionaires, heroine addicted artists, rockstars, models and weirdos all partying together because the city ran on true cultural capital. Now actual currency is the defining factor of “cool” and it cost the city its soul. Social clubs are the downfall of NYC. Reject them at all costs.

If you are serious about options trading, this 1-hour Yale lecture is non-negotiable. 60 minutes lecture can teach you more about options trading than 99% of options trading courses. Save this and watch it without distractions. 📌

@StockSavvyShay You’re just copying @aleabitoreddit Verbatim

THE OPTICAL PHOTONICS BOTTLENECK As AI clusters scale past copper’s physical limits, the bottleneck shifts to optical & these are the companies building that layer across the stack: 1. $AAOI building the transceiver layer of the AI network through vertically integrated U.S.-based InP laser manufacturing. It has already secured over $200M in its first volume 1.6T order from one hyperscale customer followed by another $124M in 800G orders from a second. 2. $AEHR building the reliability layer for the optical & AI hardware stack through burn-in & test systems. It just received a record $41M follow-on order from its lead hyperscale customer reinforcing the idea that Sonoma is becoming a key production burn-in platform for high-power AI ASICs. 3. $CRDO building the connectivity layer that helps AI clusters move data faster through active electrical cables, retimers & high-speed interconnect silicon. The DustPhotonics acquisition also extends that platform into silicon photonics before copper becomes a real constraint. 4. $LITE building the laser layer of the AI optical stack through EMLs, optical components & optical switching exposure. The setup is backed by a $2B $NVDA strategic investment & optical circuit switch backlog above $400M with orders reportedly extending through 2028. 5. $VIAV building the testing & validation layer of the optical stack through network instrumentation & photonics measurement tools. It is the picks-and-shovels layer of the transition because every high-speed optical buildout still needs to be tested regardless of which transceiver vendor wins. 6. $COHR building one of the core photonics bottlenecks through indium phosphide lasers, optical engines & communications components tied to next-gen AI networking. It also has a $2B $NVDA strategic investment behind it & is doubling InP device capacity into the 1.6T ramp. 7. $MRVL building the DSP & optical infrastructure layer through electro-optics, PAM DSPs, interconnect silicon & custom networking chips. The Celestial AI deal & NVLink Fusion exposure both strengthen its position as photonics becomes more central to AI cluster design.

Just some TLDRs to save you time: 1. $ASML, $TSM earnings = Good Outlook. Semis + capex go brrr. 2. Opus 4.7 + Anthropic go brrr. Software = sad. 3. Samsung go brrr because of partly bc of $TSLA AI Chips. 4. $UMC = price hike for foundry. foundries go brrr. 5. Training = brrr in China. H100 rental increase go up. Neoclouds happy. 6. Helium supply shortage = not significant... I've already said this before, but I'm not sure how many times $TSM needs to say this. 7. MLCC, inductor prices = price hike. Will cover beneficiaries later. 8. "Taiwan's OSAT expansion could tighten global test capacity and raise costs" I went long on Taiwan OSATs recently like Shunsin (6451) for a reason. Demand will just outstrip supply, even after expansion. (cowos, sip, optical).

@scottmelker Draining the swamp!

Not at all strange that the World Liberty Financial website no longer has any team members listed. This is what the site used to look like.

@WallStreetApes What would the world be like if ken griffin didn’t exist? Any different? At all? Why is his opinion on emerging tech reverent?

CEO of Citadel Ken Griffin says that Data Center spend this year alone is set to be half a trillion dollars, $500 billion He says that AI is useful in some areas but it’s not worth the investment, he says a lot of what it produces “It’s all garbage” “Data center spent in the United States this year, over half a trillion dollars, like over $500 billion. You're not gonna generate this kind of spend unless you're gonna make a promise. You're gonna profoundly change the world. So is it hype? Of course — In certain areas, we know it's gonna be profound, whether it's call centers, whether it's helping to improve the productivity of software engineers, but in a number of white collar jobs, you know, there was a, there was a recent Harvard paper on this, they called it AI work Slop, that it looks good, but if you sort of peel back the onion, the substance isn't there. I was with one of my colleagues who runs our commodities business and they, he handed a report on that we were generated with an AI engine. Doesn't matter what the topic was, the first few sentences, like, wow, that's, that's really insightful. And then you go down below that and it's all garbage.”

@AmericaPapaBear You lack any credibility, identity, or location, you exist only online, why would anyone pay you to come to nyc?

🚨JUST IN: On the latest episode of WTF NEW YORK, a man was spotted at a subway station wearing a jacket that has multiple pockets with LIVE COCKROACHES INSIDE! You couldn't pay me to go to NYC.

@TimurNegru Why are Italians not buying this?

Someone is selling a fully operational winery in Tuscany for €750k ($864k). 9 hectares (22 acres) of land in total. 3 established vineyard hectares, 1 of mature olive trees producing certified organic olive oil, and 5 of cultivated farmland. It already produces 9 wine labels and generates around €50k a year, selling locally only. The winery crafts 4 reds, 3 whites, 1 rosé and 1 passito. The fully equipped cellar and all the machinery are included, so it's a full business that's already running. Above the cellar there's a 3-bedroom apartment, so you live where you work. The property is 5 minutes from Saturnia, home to one of Tuscany's most famous thermal springs. I sent this to one of my clients the other day who's been looking for a project like this, but it's a bit too small for him. This is Tuscany by the way. One of the most famous wine regions on earth. Just wanted to make sure that landed. Curious how much something like this would cost in Napa?

@r0ck3t23 Homeboy blew 80B on metaverse now you’re assuming he’s 100% in target with AI. I’m personally proud to use my brain, and I’ll continue to interact with my clients, it’s more authentic, and people appreciate that. What would zuck understand about authenticity?

Mark Zuckerberg just described the minimum viable business for the next decade. A fourth item made the checklist. Zuckerberg: “Every business, just like they have a website, and a phone number, and an email address, is also going to have an AI.” Website. Phone number. Email address. AI agent. That is not a prediction. That is a new baseline. Twenty years ago, not having a website was a choice. Then it stopped being one. Nobody scheduled that transition. The same filter is back. Running faster this time. A business without an AI agent handling sales, support, and customer interaction will not look outdated. It will look abandoned. Its competitor’s agent responds in two seconds. Knows every customer by name. And while it’s handling yours, it’s handling ten thousand others. You do not outwork that. You do not outspend it. You just lose to it. But Zuckerberg went somewhere most tech CEOs refuse to go. He picked a side in the debate most CEOs avoid entirely. Zuckerberg: “Do you want a future where you’re interacting with kind of one system for everything? Or do you want one where a lot of different people are building a lot of different AIs?” One AI controlled by one company. Or millions of AIs built by millions of people. Centralized intelligence. Or distributed intelligence. Zuckerberg chose distributed. Zuckerberg: “What open source does is it makes it so everyone can take and modify the model and build stuff on top of it. Which is different from the kind of closed and centralized approach.” The closed model makes every business a tenant. You rent intelligence on someone else’s terms. At someone else’s price. Inside someone else’s guardrails. The open model makes every business an owner. You modify the model. You deploy it your way. You build equity in your own system with every iteration. That gap widens quietly. Then it becomes permanent. The tenant pays more for less control every year. The owner pulls further ahead every cycle. One is a subscription. The other is infrastructure. Then Zuckerberg described the part most people have not thought about yet. Zuckerberg: “A lot of creators will have their own AIs. It’s like a richer world when there’s a diversity of different things.” Your favorite creator will have an AI trained on everything they have ever made. Available to millions of people simultaneously. Responding in real time while the creator sleeps. That is the difference between a brand that scales with your waking hours and one that scales with compute. One has a ceiling. The other does not. Zuckerberg is not betting on one model that governs everything. He is betting on billions of specialized AIs, each built by the person closest to the problem it solves. The companies still debating whether to adopt AI are not having the wrong conversation. They are standing in a room where the meeting ended an hour ago. The checklist updated. They did not.

@balajis Yo Debbie downer, NYC is still building

This is the wrong way of thinking about it. By this logic, a school shooter is "powerful" because they can kill an entire school. Real power is the power to build, to maintain stability and prosperity. It's not the power to destroy. Anyone can kill. Anyone can bomb, destabilize, spread chaos, set fires, create anarchy. Unfortunately, that's relatively easy. The old America could build, not just kill. That's the America I admire.

@C_Angermayer @himshouse I’m curious what malpractice insurance carriers will put (in writing) that they will assume responsibility and coverage for any future claims made against a peptide clinic. Just curious how deep those pockets are.

@himshouse x.com/enhanced_games… 😉

🚨 BREAKING: PETER THIEL-BACKED ENHANCED GAMES -- THE INTERNATIONAL SPORTING COMPETITION THAT WILL ALLOW ATHLETES TO USE PERFORMANCE-ENHANCING DRUGS -- IS PLANNING TO START SELLING "PERFORMANCE-ENHANCING PEPTIDES" $HIMS $LLY $NVO

$ATAI is currently covered by 13 analysts, with price targets spanning $7 to $25. I believe though that the view of most investors and analysts on @ataibeckley appears largely anchored only to the initial lead indication and drug we are pursuing: treatment-resistant depression (TRD) for BPL-003 (5-MeO-DMT). In my view, they underappreciate the broader product portfolio, including VLS-01 (DMT) for TRD and EMP-01 (R-MDMA) for social anxiety disorder, but more importantly, I believe they materially underestimate the long-term total addressable market (TAM) for psychedelic medicines. IMO, one structural factor could ultimately expand that TAM significantly: Many serious diseases are far easier to prevent than to treat after onset. While this may sound obvious, the traditional healthcare system has largely been built around treating illness rather than preventing it. That paradigm is beginning to change. The rapid adoption of GLP-1 drugs from $LLY and $NVO demonstrates how quickly the market can shift toward preventive and even lifestyle-enhancing medicine. Read more about it in my latest blog post:

So to summarize. The President says we won the war, are winning the war, will win the war if other countries help but that we also need no help to win the war that we already won. You also can’t call it a war because it is an “operation.” And we are at war to destroy nuclear capabilities that were totally destroyed last year but also to force regime change to an unknown leader who “could be worse.”

@HustleBitch_ If you live in some generic mansion in the burbs and are happy, that’s great, good for you. But that kind of life is not for everyone

🚨 SHE HAPPILY PAYS $3,175 A MONTH FOR A 350 SQ FT APARTMENT IN NYC — AND CALLS IT A “DEAL” — WAIT UNTIL YOU SEE INSIDE A woman just showed her NYC apartment… and you can basically see the entire place the second you walk in. Only ONE real window. No washer or dryer. Barely any storage. They had to add their own kitchen island… build extra storage… and stack shoes wherever they fit just to make it livable. She says she uses artificial lighting just to make it feel brighter… and hauls laundry down the street every week. And somehow… this is considered a “deal.” She says renovated units in the same building go for over $4,000/month. The part that’s blowing people’s minds? She says she loves it… and doesn’t want to leave. At what point does “living in New York” stop being the dream… and start feeling like you’re paying luxury prices to live in a box?

@aleabitoreddit Yes I listened. Pocketed 20k. Helped made up for my LONG BMNR position. ;)

$AXTI is now above $50+. I was the first to identify it as the next major bottleneck for the AI buildout with photonics. Did you listen anon?