I believe @jason is correct. Humanoid robots are THE biggest product of all time. Demand will be effectively infinite. Tesla says it will ship 50K - 100K robots this year. FigureAI will ship 12K. Both will ramp geometrically. Both will have massive order backlogs.

This is insane.. $TSM was already dominating the foundry market with 66% market share in Q3 2024 and it still managed to expand its share to 72% last quarter. It’ll keep increasing because most of the 2nm demand has nowhere to go but $TSM as Samsung’s yields are still 20-30%

I don’t get bullish easily but TSMC’s earnings removed the last doubt I had about the AI cycle. When $TSM talks, the whole AI stack listens because they’re the factory floor for $NVDA, hyperscalers, and basically everyone chasing compute. This quarter wasn’t just “good.” It

Top 10 Global Monopoly Stocks: 1️⃣ NVIDIA (NVDA) → The “brain” of AI 2️⃣ Palantir (PLTR) → The world’s data brain 3️⃣ Meta (META) → The social universe 4️⃣ Google (GOOGL) → The gateway to knowledge 5️⃣ Axon (AXON) → Security technology 6️⃣ Tesla (TSLA) → AI driving the real

How domination looks like in the pure foundry space 👇

"Always play the hand you have, not the one you wish you had." - Garry Tan

"Your first task is to find what feels effortless to you. Your second task is to put maximum effort into it." - James Clear

In any domain, there is always another life that shimmers more than your own. But comparison is a poor use of energy. You were not meant to inhabit someone else's story. You have your own work to do. The goal is not to beat their life, the goal is to live your life.

Don't ruminate, activate. Movement changes your state. And when your state changes, your perspective changes. New solutions appear. You notice options that were invisible when your mind was stuck running the same loop.

"If you want to get warm you must stand near the fire: if you want to be wet you must get into the water. If you want joy, power, peace, eternal life, you must get close to, or even into, the thing that has them." - C.S. Lewis

The #AI bubble still floats 🥳

But even $TSM executives are slightly concerned 👇

Once #AI replaces labor, the wealthiest at the time of the transition could inherit everything. philiptrammell.substack.com/p/capital-in-t…

#AI firms, traditionally reliant on internal cash flows and equity, now face higher leverage, which could amplify shocks and affect the health of financial intermediaries if expected returns on AI investments fail to materialise. ft.com/content/918fbc…

The US #AI investment boom 👇

#AI CapEx is increasingly being financed by debt 👇

I've been saying this for years, #inequality is the biggest challenge society will face this century.

It's always possible the future will be completely different. I say this time it might very well be.

"Our claim is that in a world of full automation, inequality will skyrocket (in favor of capital holders)." Even in a world of partial automation, inequality between people and countries will continue to rise.

The extent to which advanced #AI leads to economic growth depends on the technology itself, but also on the rules and systems that shape how its benefits are distributed within the economy. aleximas.substack.com/p/will-advance…