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Tom White
23.9K posts
Tom White
@twhite
Catholic | Thinking, Writing, Investing | AMDG | Galatians 6:7
Peripatetic Katılım Mart 2021
5.6K Takip Edilen4.2K Takipçiler
Tom White retweetledi
Wake up babe, the Vatican is making better launch videos than tech startups
EWTN Vatican@EWTNVatican
Produced by the Dicastery for Integral Human Development and EWTN a video reflection on Magnifica Humanitas, Pope Leo XIV’s first encyclical on safeguarding the human person in the time of artificial intelligence, opened the historic launch event on May 25, 2026 in the Vatican.
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Tom White retweetledi
It is notable how the Pope is the only religious authority in the world that wields intellectual authority even among secular people.
No one secular cares what the Bishop of Canterbury or the Grand Ayatollah have to say.
San Francisco, CA 🇺🇸 English
I love this idea from Rick Rubin:
Focus only on making the best thing you can make. Excellence for its own sake.
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Tom White retweetledi
So $NBIS is up 7-8% in European markets?
Feed my addiction and tell me yes
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This is why “experiences” will get essentially infinitely expensive, they’re not making more Knicks and the number of guys with the means to do this far far far outstrips supply
@jason@Jason
Heading to Cleveland for Knicks game 🫡
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Tom White retweetledi
my other two favorite takeaways:
-if you write, go get edited by a real editor. it will change your life.
-if you're in a rut, find a small way to kick-start your own momentum. do 10 pushups. go for a run. whatever.
(both have been true in my own life)
Jackson Dahl@jacksondahl
Nicholas Thompson is a disciplined machine (Atlantic CEO, record-holding runner, perpetual achiever) and a wholehearted human (insatiable interviewer, loving father, lifelong student). I talked to @nxthompson about what makes words worth reading in an AI world, the discipline of long form, and what compounds when you keep showing up. Nick is the CEO of @TheAtlantic, the American record holder in the 50K, and the author of The Running Ground—a book about inheritance, pushing oneself, and remembering that life remains richer than we can possibly know. We discuss whether I am a journalist; why The Atlantic matters, great editing and coaching; lessons from David Remnick and the gift of commercial constraints from Laurene Powell Jobs; daily momentum and how tiny tailwinds compound; getting paced to a 5-minute mile by his 15-year-old son; inheritance and Nick's exuberant, chaotic dad; the part of Nick's book that he's never been asked about; and why we are capable of much more than we think. Timestamps: 0:00 - Opening Highlights 1:17 - Intro to Nick 3:30 - Start: Words, Reading, and Writing in an Automated World 18:39 - Why Stories Matter and What Makes a Journalist 28:22 - Media Institutions, The Atlantic, Democracy, Tech, and Power 44:21 - Retaining Great Writers and The Virtues of Editors (and Coaches) 57:44 - Magazines and America 1:05:57 - Running, Motivation, Momentum, and Tailwinds 1:16:08 - Aging, Fathers and Sons, Inheritance, and a Mother's Grace 1:31:00 - Merging Machine-like Discipline and Wild Curiosity, The Boat that Never Touched Water, and Who We Might Still Become 1:44:11 - Gratitude, Stalin's Daughter, Scott Thompson's Verve, and Feeling Most Alive Episode 45 of @dialecticpod: Nicholas Thompson - A Life of Long Form - is available on all platforms and below. This was a special one for me. Please enjoy.
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Tom White retweetledi
The most successful gambling products don’t remove luck.
Instead, they disguise it with agency.
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Tom White retweetledi
Humanity, created by God in all its grandeur, is today facing a pivotal choice: either to construct a new Tower of Babel or to build the city in which God and humanity dwell together. In Jesus Christ, this humanity in its grandeur becomes the Way, the Truth and the Life, opening the path for each of us to grow toward fullness. #MagnificaHumanitas
vatican.va/content/leo-xi…
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The optical super cycle has been life changing
$LITE $COHR $CIEN $AAOI $AXTI $SIVE
If you got in early, you made insane returns
So the question is, what is the next theme to invest in?
Could we possibly find something along the same lines?
I think we could. But it will take lots of time and research
I presented the theme that I am going to be researching & covering, along with all the layers of the trade
This is a core educational article that we will build upon to find the best positioned companies
Please give it a read!
open.substack.com/pub/cruxcapita…
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Tom White retweetledi
If Jensen, Nvidia’s CEO, the closest thing we have to a president of AI, is telling you that AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030, maybe follow his lead. It might be scary because we are living in unprecedented times, but build your own conviction.
This is highly bullish for absolutely everything AI related. Here is the supply chain, layer by layer.
CPU
x86: $AMD $INTC
Arm IP: $ARM
Arm silicon: $NVDA $QCOM (re-entering), Fujitsu (6702.T)
Memory
HBM: $MU, SK Hynix (000660.KS), Samsung (005930.KS)
NAND: $SNDK, Kioxia (285A.T)
Bonding / Packaging: Hanmi Semi (042700.KS), $BESI, ASMPT (0522.HK), Disco (6146.T)
Test / Metrology: Advantest (6857.T), $TER, $FORM, $TPRO, $CAMT, $ONTO, $KLAC
Photonics
Transceiver modules: $AAOI, $FN, Zhongji Innolight (300308.SZ), Eoptolink (300502.SZ), Accelink (002281.SZ), Shunsin (6451.TW)
EML / CW lasers / ELS: $LITE (200G/lane leader), $COHR, $SIVE, Mitsubishi (6503.T), Sumitomo (6720.T)
Optical connectivity DSP/silicon: $MRVL, $MTSI, $MXL, $CRDO
SiPh foundry: $TSEM, TSMC (COUPE), GlobalFoundries
SiPh substrate / materials: $SOI (Soitec, Photonics-SOI wafers)
InP substrates: $AXTI, Sumitomo (6720.T)
InP epi: $IQE
InP MOCVD tools: AIXTRON (AIXA.DE)
Metrology: $M7U
FAU / fiber attach: $FOCI, $TTMI
Burn-in / test: $AEHR, $TRT
Power Semis
SiC / GaN pure-plays: $NVTS, $AOSL, EPC, Innoscience (2577.HK)
Broadline (NVIDIA 800VDC ecosystem): $IFX, $ON, $STM, $TXN, $ADI, $MPWR, $POWI, Renesas (6723.T), ROHM (6963.T), Richtek (6286.TW)
NeoClouds
Pure-plays: $NBIS, $CRWV
Crypto-miner pivots: $DGXX, $IREN, $APLD, $CORZ, $WULF, $CIFR
Find the theme you believe in and build your own conviction.
Bullish AF ⚡️
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All right chat, crowdsourcing your #1 highest conviction (10x only) stock long for the Power Semi trade.
Especially given $NVDA pushing shift to 800 VDC.
Stuff like $NVTS or $WOLF, but high-beta, 10x potential only. Anywhere around the world.
What's your pick?
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Tom White retweetledi
Some of you have forgotten that only three years ago you were perfectly capable of writing an essay, writing a eulogy, telling a bedtime story to a child, and it should worry you that powerful companies have convinced us we can’t do things we’ve been doing for 5,000 years.
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Tom White retweetledi
Ok, so now you can invest in basically 4 roundhill ETFs for 100% AI coverage:
$NCLD - neoclouds
$MAGS - hyperscalers & chipmakers
$DRAM - memory
$LYTE - optics & photonics
Am I missing anything?
James Seyffart@JSeyff
NEW: @roundhill now filing for a Neocloud ETF Ticker will be $NCLD.
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