We have developed new AI models and algorithms that are more than 100 times more efficient than they were 18
months ago.

Sundar Pichai, CEO of Alphabet

What Sundar told Zuck this afternoon ....

The best CEOs invest in long-term opportunities, manage short-term constraints, and consistently produce great results.

Regardless of what the market thinks today, Zuckerberg is one of the best!

Gen AI products are included in 7 out of the top 10 deals.

Service $Now

There’s a common saying that markets take the stairs up & the elevator down.

This couldn’t be more true.

That’s because hope accumulates gradually & fear takes over immediately.

You can practically see people's emotions priced into the stock market.

Evidence that under the leadership of Sridhar, the new CEO of Snowflake, product velocity is ramping back to what it used to be.

$SNOW
sridhar

Stocks are very risky; regardless of the timeframe.

A long bull market can give the illusion of low risk.

Lots of stocks go to zero, and they will in the next recession.

Dollar-cost averaging a diversified large cap index such as the S&P 500 over multiple decades has…

The U.S. invests less in transportation than any other developed economy.

(from R.Berstein)

Know what’s more risky than investing?

Not investing at all.

No investments mean you risk losing out on excellent opportunities.

Invest with a diversified portfolio & long-term perspective & you’ll be fine.

I don't know who needs to hear this but in the investment business, you're not right or wrong because a thousand other investors agree or disagree with you.

You're right because your facts and your reasoning are right.