When you try anything ambitious, it is very important to give yourself a long run way. Accept that there could be multiple failures or setbacks along the way. Being frugal always helps. Having the mental strength to withstand failures and setbacks is equally vital and a personal

*VERY IMPORTANT* Here’s my thesis on the exact timing of the next cycle bottom. I’m using the horizontal axis (time) to pinpoint the next major capitulation point. Here’s the data regarding the days elapsed from all-time high to cycle low for each era: 1st Halving (2012): 406

The quoted post makes a strong argument that white collar jobs won't go away anytime soon due to AI. In rapidly changing times like this, here is a framework I use: 1. Keep an open mind and absorb every kind of information (like the quoted post and the ones that argue the

Druckenmiller AND Gerstner Added $BE In Q4 ⚡️ Bloom Energy is the highest upside trade on the AI power demand gap for this decade. Nuclear is 5-10 years out with no revenue in sight. Engines/turbines are filthy and heavily b/o'd Crypto miners turned AI still too dep. on BTC

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This bearish sell down by investors seems to have exhausted, which gives price a repreive to consolidate sideways for maybe a month, even a rebound to mid 70s, which would likely to be rejected. This is because the broader regime is heavily bearish with both spot and futures

There’s no single fix for the data center power bottleneck, but my top stock pick for 2026 addresses the most urgent one: time-to-power — helping bring new data centers online faster through on-site, behind-the-meter generation. $BE $NVDA io-fund.com/ai-stocks/bloo…

The Bitcoin quantum FUD is lazy and wrong. A quantum attacker needs your public key to even start. If you never reuse addresses, your public keys stay hidden, as secret as your private keys. Your Bitcoin at rest is safe. And the hardware needed to crack a Bitcoin key in a

$STRC product raises cost of capital for $MSTR If BTC CAGR dampens, how will $MSTR pay this? $STRC can endure volatility w/out forced liquidation -no need to pay principal -divs are cumulative -ATM to pay divs These are anti-bankruptcy. Idea is survival > economic return.

K-economy reality: Elites will choose rules-based money (ID, credit, courts). The rest will choose neutral settlement (self-custody, no permission). Spend on trusted rails. Save in sovereignty capital. The winner is whichever has the lowest cost of trust when things break.

We unpacked his whole portfolio today on Limitless x.com/LimitlessFT/st…

With the recent bank run on Blackrock’s HPS Private Credit and the redemption limit is worrying. Hence, for extra reassurance I checked the client agreements for my broker $IBKR SG. IBKR SG holds on our behalf only and it is not part of IBKR Assets👍 gdcdyn.interactivebrokers.com/Universal/serv…

BREAKING: The Future According to Sequoia $10 Trillion Companies Are Coming.. Alfred Lin, Partner & new Co-Steward of Sequoia (#1 investor on the Midas List) “When I joined Sequoia the largest market cap company was probably $300B or $400B dollars. Today we have companies

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The banks are built for humans. Not for the AI Agents. The electricity grids are built for human consumption. Not for AI Data Centre. The ________ are built for humans. Not for AI ______. The limitations of today’s infra will create tremendous value for AI economy.

Game theory Most people are playing the wrong game. If you want to get rich, there are only 3 games that actually matter. Everything else is a distraction

Five things that would be changed by this government Sai Deepak J

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The Penang boy who built a RM6.7 trillion empire #FMTOpinions

With recent DUI cases charged differently showing clear inconsistency is exactly why 🇲🇾 needs an independent Public Prosecutor. This is one of the most important legal reforms in 🇲🇾 in decades! Result: Perceived inconsistency to more consistent, transparent charging decisions