SF does holidays like an angel #VC. Mostly in the dark, but full of anticipation.

I guess it’s the holidays. Santa, I’ll take $NVDA at $40 please.

Is this #AI?!?

Interesting debate: trade $SIL for $BTC. One has a long, proven track record of value creation and resilience. The other is still proving its case. The question isn’t which can move faster It’s which can still be useful decades from now. #silversqueeze #Bitcoin #investing

$ES futures rally making a strong case for 7k today. Profitable IPOs have steadily captured a larger market share since 2022, reaching almost 90% last year—well above the 2024 share of 66.4%. Who let the bulls out!?! $NVDA $TSLA $AMZN $NKE $PLTR

How’d I know? Maybe it was #AI🤣 Who is using AI for forecasting? If you do, is it OpenAI or Grok or Mistral AI Let me know!

Nothing like ‘Eye of the tiger’ for early morning #NYC workouts. 🐅

Last week @Grok challenged me. Long position on $ES was right. Well played. 🤷

"If quantum computers become a threat, it's not just bitcoin... The internet, banks, power plants will all need to upgrade too." Yes, but they are upgrading. When do we?

Dr. Martin Luther King, Jr. dedicated his life fighting for equity and justice. He taught us that even in the face of intimidation and discrimination, we must never stop working towards a better future – a lesson that feels especially relevant today. Change has never been easy.

Sometimes it takes a bad nights sleep to truly appreciate dawn. Dreams or nightmares, joy and sorrow. There is beauty in the duality of life. Nothing lasts forever. Tomorrow will always be different than today.

Remember this post. I hope you read it. Not predicting, only sharing the future before it happens. Check the Fear and Greed Index tomorrow. #bonds #trading #stocks #marketcrash #investor $SPY $SPX $NVDA $AmZN #GOOG #NFLX

Rebalancing happens, but the game is still on. Regime shifts tend to quickly redefine where value lives. DYOR, but feels like the smart diversification for early '26 is less tradfi, more startups, tangible assets, and innovative plays like crypto. Not advice. Just pattern

This is a great articulation of the agentic services opportunity right now. Most areas of professional services will have AI agent opportunities that are similar in scope to when we had a SaaS buildout for every major area of work, or consumer marketplaces get built out for every

What to do when @claude is down. - Stand up - Think - Grab coffee - Solve problems on paper - Talk to a human - Realize you really miss Claude