Portfolio was liberated today

Are towers back? …Now that Akre finally trimmed (I know Chuck isn’t managing anymore) $AMT

Update 2-years post Japan TSE reforms "The market has rewarded clarity. Companies that disclosed specific and actionable reforms saw their stock prices rise sharply—on average, more than double the gains of peers that offered no disclosure"

No Stifel coverage of $CLPT anymore 🧐

Chamath's SPAC History (by latest return from IPO) Social Capital: American Exceptionalism Acquisition Corp. A (Pre-IPO) $AEXA Social Capital Hedosophia: SoFi $SOFI 142% Opendoor $OPEN -62% Clover Health $CLOV -74% Virgin Galactic $SPCE -99% 2 SPAC Liquidations (IPOD, IPOF)

$ETN "US DC construction backlog now represents ~12-13 years of construction at 2024 build rates vs ~7 years at start of this year."

Today we are launching InferenceMAX! We have support from Nvidia, AMD, OpenAI, Microsoft, Pytorch, SGLang, vLLM, Oracle, CoreWeave, TogetherAI, Nebius, Crusoe, HPE, SuperMicro, Dell It runs every day on the latest software (vLLM, SGLang, etc) across hundreds of GPUs, $10Ms of

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