itscrazybro

The risk segment of my portfolio is positioned for the AI Revolution! $NVIDIA - Sells the chips that will power the upcoming AI Revolution $Tesla - Two of the largest AI Applications via Robotaxi and Humanoids $THINK - Ownership/Decentralised AI $Root - Captures the coming explosion of Content via Generative AI and provides it with ownership via Blockchain and interoperability. You are not a victim to AI, you can both harness it and bet on it being the future and changing our world as we know it. If you were dropped into the early days of the Industrial Revolution then the smartest thing you could have done is bet in the direction that the world was heading - not the old world order. This is as big if not bigger than the Industrial Revolution, don't miss the opportunity.

Try Tesla Robotaxi in Dallas & Houston!

The poorest people you know are obsessed with calling tops

There it is folks: The 10th and final step of our "Conflict Playbook" is on the horizon and the market is surging as expected. And now, not only has the AI Revolution rapidly accelerated in the background of this 7-week war, but markets are pricing-in an inflation shock. Those who sold assets in March are rushing back into the market as quality names have only gotten cheaper on a Forward P/E basis, risk appetite is returning, and the search for yield is back on. Couple this with one of the largest short squeezes in years, and the S&P 500 has now added nearly +$7 TRILLION in ~3 weeks. Own assets or be left behind.

🚨 This was the most insane single day in American foreign policy in a generation and most people missed half of it.. > Iran agreed to suspend its entire nuclear program — indefinitely.. > Iran agreed to never close the Strait of Hormuz again.. > zero dollars changed hands.. no frozen funds.. no pallets of cash.. > the US naval blockade on Iran stays up until the final deal is signed.. > Trump publicly ordered Israel to stop bombing Lebanon — used the word PROHIBITED in all caps.. > Netanyahu went on live TV and admitted he was acting on a US request.. > Defense Minister Katz got overruled within hours after saying Lebanon ops "have not yet been completed".. > a 10-day Israel-Lebanon ceasefire took effect overnight.. displaced Lebanese civilians started walking back to their villages.. > oil dropped 12% in minutes.. global equities surged.. > Iran's Foreign Minister declared the Strait of Hormuz "completely open" — first time since March 27.. all of this.. one Friday.. if you're not following me you're finding out about this 48 hours late from someone who read my post..

The market's reaction is very telling. Amid the news of a two-week ceasefire, the S&P 500 is now nearing 6,800, trading just ~3.5% away from a new record high. Gold prices are soaring toward $4,900/oz, Bitcoin is above $72,000, and silver is nearing $77/oz. The reality is that in the background of the Iran War's headlines and volatility, the AI Revolution has been rapidly expanding and inflation expectations have risen. Magnificent 7 companies are investing over $600 BILLION in AI CapEx this year alone, and that has not changed. On top of this, we have seen exposure to equities drop sharply due to the volatility, now at the lowest level since May 2025, with this capital eager to re-enter the market. So now, we have one of the biggest technological revolutions in history coupled with higher inflation, which investors need to hedge against, and trillions of dollars of sidelined capital. We have been saying it for months and will continue to say it now: Own assets or be left behind.

We – design the chips & hardware – make the cars w/ said hardware – collect real-world data at scale – train the real-world AI model – built (& continue to expand) the massive supercomputer cluster that trains it – deploy AI directly to millions of robots on wheels All that is shared with @Tesla_Optimus for broader applications in both the physical & digital world

Try Tesla FSD (self-driving)!

@tradeoilstocks @crypto_condom Bought it weeks before the War. So not buying all time highs at all. Just disclosed now - so says nothing about the Hormuz Straight. If he bought it now then yes but he didn’t

Yeah, Hormuz is probably staying closed for a while. Dude on the Intelligence Committee decided to go into XOM at all-time highs.

“As a matter of fact, the Strait of Hormuz is open,” Iranian Foreign Minister Abbas Araghchi said. "It is only closed to the tankers and ships belong[ing] to our enemies, to those who are attacking us and their allies. Others are free to pass,” Araghchi told MS NOW China, India, Korea and Japan are the primary shippers of oil through the SoH

Less than 2.5% of that traffic comes to the US. So basically everyone. That was fast. But you not getting your island back just yet.

If true that means blockade is effectively over

Your car will go out and work for you as a robotaxi. When it is not working as a robotaxi, it will do office work. Humanoid robots will clean your house. When they are not cleaning your house, their processors can do office work. No processor time will be wasted.

You guys I can't believe it's the year 2026. It feels like we're kind of living in the future. Just me?

Data center on wheels.

OK holy shit so literally every Tesla with AI4+ hardware just became a local inference machine for digital AI agentic workloads?!?!?!?!?!?!?!??!!??!!?!?!?!?!?

OMG, AI data centers have been scurrying to find power and Elon just casually says, “yeah, we have about 7 GW of power lying around that we can use for inference workloads”. And I was wondering why Superchargers kept putting in WiFi access points … they were installing Internet access in anticipation for this.

Oh and it works in all AI4-equipped cars, so your car can do office work for you when not driving. We’re also deploying millions of dedicated Digital Optimus units in the field at Superchargers where we have ~7 gigawatts of available power.

Macrohard or Digital Optimus is a joint xAI-Tesla project, coming as part of Tesla’s investment agreement with xAI. Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions. Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software. You can think of it as Digital Optimus AI being System 1 (instinctive part of the mind) and Grok being System 2. (thinking part of the mind). This will run very competitively on the super low cost Tesla AI4 ($650) paired with relatively frugal use of the much more expensive xAI Nvidia hardware. And it will be the only real-time smart AI system. This is a big deal. In principle, it is capable of emulating the function of entire companies. That is why the program is called MACROHARD, a funny reference to Microsoft. No other company can yet do this.

And they still have -125m to buy more $HYPE - 1b line of Credit to buy $HYPE - Can issue shares to buy $HYPE

*TRUMP: IRAN'S ARMY IS GONE, NAVY IS GONE*TRUMP: TWO SETS OF IRAN'S LEADERS ARE GONE*TRUMP: ALL 32 OF IRAN'S SHIPS ARE AT BOTTOM OF OCEAN