$ASTS is building a network that's increasingly positioned to print billions of FCF practically overnight, if the excellent execution continues. This is my $ASTS thesis🧵

$AMD has built a full-stack compute business and is positioned to take share in a $500B AI accelerator market. Data center demand is exploding. If AMD executes, this is easily a 2x from here, and their June keynote showed they’re on track. Here’s my full thesis 🧵

$AMD is down 45% from its all-time high. But it’s positioned to become a multi-trillion dollar company in the coming years. Here’s why this might be the most underappreciated AI play in the market right now 👇

$AMD is positioned to take the whole market 🧵

Gemini CLI ❤️ your ⭐⭐⭐ A huge thank you to everyone around the world contributing to this new open source project. If you haven’t already, come build with us → goo.gle/4npVvOc

Vanguard studied 90 years of data and found something shocking: Even with perfect timing, buying every dip perfectly... you still lose to dollar-cost averaging. Yet 90% of investors try to time the market. And fail The math behind why "buying the dip" is the worst strategy: 🧵

Fortune reported: "Google DeepMind has grand ambitions to cure all diseases with AI. Now it's gearing up for its first human trials" this is the moment. generative design of drugs is my go-to example to show AI isn't just hype. this is why AGI or ASI matter — to solve

xAI gave us early access to Grok 4 - and the results are in. Grok 4 is now the leading AI model. We have run our full suite of benchmarks and Grok 4 achieves an Artificial Analysis Intelligence Index of 73, ahead of OpenAI o3 at 70, Google Gemini 2.5 Pro at 70, Anthropic Claude

Since I/O in May, you've created 40M+ videos with Veo 3! Now our new photo to video feature in the @Geminiapp lets you create clips inspired by the world around you. Here’s how I imagine our resident dino Stan roams the Google campus when we’re not looking:) Ultra/Pro

In a survey by Oppenheimer & Co. related to user satisfaction with Google's AI Mode, of people who have used AI Mode and pay for ChatGPT: - 82% find AI Mode results more helpful than Google Search - 75% find AI Mode results more helpful than ChatGPT This echoes what I wrote

1. How American Food Is Causing Obesity & Chronic Illness Chronic illness is often caused not just by what we eat, but how far food is removed from its natural source... “The distance from the plant to the plate.”

$GOOGL Q2 2025 "We had a standout quarter, with robust growth across the company. We are leading at the frontier of AI and shipping at an incredible pace." - Sundar Pichai, CEO Revenue +14% *Google Search & Other +12% *YouTube Ads +13% *Google Network -1% *Google Cloud +32%

The most important insights from $GOOGL's earnings call: 1. Google Cloud First, starting off with Google Cloud because to me it was the biggest standout. Google Cloud grew 32% YoY to $50B ARR. But unpacking that, what is even more impressive is GCP, which, according to the

Introducing Lume, the robotic lamp. The first robot designed to fit naturally into your home and help with chores, starting with laundry folding. If you’re looking for help and want to avoid the privacy and safety concerns of humanoids in your home, pre-order now.

Ex-Alibaba CTO just made the boldest claim about AI & global power: “China is building the future of AI, not Silicon Valley.” He also revealed why AI by 2030 will look nothing like ChatGPT and how China’s approach is already decades ahead. Here are my top 7 takeaways: 🧵

"People Are Brainwashed Into Drinking Too Much Water." Dr Tel Oren, MD "Water Intoxication Is Diluting Your Electrolytes, Damaging Your Kidneys & Lowering Your Stomach Acid." "20 Years Ago No One Carried Water Bottles Everywhere With Them & No One Had Electrolyte Deficiency."

Lifting weights isn't vanity, it’s life insurance. Strength training cuts risks of all‑cause death by ~17%

US serious delinquencies are skyrocketing: The share of credit card debt that is delinquent 90+ days reached 12.3% in Q2 2025, the highest since Q2 2011. This is just 1.4 percentage points below the all-time high. Furthermore, 5.0% of auto loans are now seriously delinquent,

Explain this. *Forward earnings: SPY vs Air Freight & Logistics

Well - let me man-splain it "Recession coming" And this at a time where we have the largest Bubble ever. 226% Market Cap to GDP. A Bubble both in Stock Market & Crypto - and a frozen-solid Real Estate market. If you do not see this one coming....