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Matt Levine on the AMD x OpenAI deal

Lots of bullish posts about "The amount of Energy AI will need in the future". And names like $VST $CEG $LEU $OKLO $BE $TLN $GEV getting listed. After 20 years in the energy industry, I know one thing. We have no machine that builds the machine. We used to, but not anymore.

David Gardner's sexy six (1 is no longer a 100-bagger). Look at those drawdowns...

Focus on the 𝗱𝗲𝘀𝘁𝗶𝗻𝗮𝘁𝗶𝗼𝗻, not the volatility. 𝘛𝘩𝘦 𝘰𝘯𝘭𝘺 𝘳𝘦𝘢𝘭 𝘭𝘰𝘯𝘨-𝘵𝘦𝘳𝘮 𝘳𝘪𝘴𝘬 𝘪𝘴 𝘵𝘩𝘦 𝘳𝘪𝘴𝘬 𝘰𝘧 𝘮𝘪𝘴-𝘢𝘯𝘢𝘭𝘺𝘻𝘪𝘯𝘨 𝘵𝘩𝘦 𝘤𝘰𝘮𝘱𝘢𝘯𝘺'𝘴 𝘥𝘦𝘴𝘵𝘪𝘯𝘢𝘵𝘪𝘰𝘯. - Nick Sleep

Time to 1M users.

Winners keep on winning. The lowest in this list had a 5Y CAGR of 70% 9 Companies ranked with: Highest price CAGR Minimum 5Y sales CAGR of 25% Minimum market cap of 250M USD 1 $TSSI: Data center services 2 $UAMY: United States Antimony Corporation 3 $PR: Permian Resources

Is this how bubbles are made? (Bloomberg)

Doing a deep dive into the payments industry. Companies that stand out ⬇️ dlocal $DLO : A cross-border payment platform that connects global merchants to local payment methods in developing countries. Remitly $RELY : Remitly is a mobile‑first remittance company that allows

"Price volatility is the rent you pay for owning a potential 100-bagger. If you can’t afford the rent, you can’t afford the property."

Simple tips I would give anyone who wants to start investing in stocks, if I had to do it all over again: 🟠Start early 🟠Learn accounting 🟠Understand pricing vs valuation 🟠Read a couple of annual reports 🟠Make small bets, learn, and iterate What would you do differently?