Nice signal for the market ✅

Started a small $GOOGL position yesterday. Above MA50 + MA200, which helps. Already have infra $AMD, $IREN and platform $MSFT realized I had nothing really close to the user. So this is a start.

Feels like this could quietly be a tailwind for $AMD. Interesting if it shows up in real usage. Still early.

Read Brad Stulberg This is important 👇 ”Making music. Writing. Running. Gardening. Coaching. Dancing. Building tables.” Vervaeke calls it the meaning crisis. But the answer is almost embarrassingly simple. We have to do something real, with full attention. Meaning follows.

A lot of free quality content on the Insights pages 🙏

Own $MSFT but can’t say that this sounds smart. Must be a million ways around this.

$GOOGL might be the quiet AI winner.

Found myself thinking about data quality in the AI era on my walk. Isn’t that a huge bottleneck? Is the data correct? Do we catch anomalies in time? What happens if we let agents loose in our systems? Are there public pure plays to invest in?

👇

I’m long in $TSLA $MSFT $GOOGL and adding. Want to tell my grandchildren about it 😜

$AMD

$AMD All time high 👍

Back in Jan 🎯

Very interesting read 👇

From security in having a role to being able to create value in different contexts. A rather big psychological shift in many occupations. 👇

Starting to create this years vegetable garden here in Abruzzo, Italy 🇮🇹 🌞 The first batch waiting to be planted out. Fun 💃 #pomodori 🍅 #cetrioli 🥒 #melanzane 🍆 #prezzemoli 🌿 #zucchine #peperoncini #peperone #insalata #bietola #finocchi

The direct translation mode on #Twitter #X is a fantastic feature.

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Pubs, discotheques, movie theatres and real-life dating defined my early days. Everyone running to the dance floors when the best music started playing. Closeness and a physical common experience. Then staying home became to easy. If that reverses - Live, venues, fitness and