Does the US have the leverage to bully a deal?

Been chewing on this for a bit and wasn’t sure but now I think the answer is unequivocally yes. The US will continue being the trading partner of the world because it upholds the rights of the individual and property better than anywhere else in the world. And it’s not even

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I testified at today's Energy and Commerce Committee hearing on AI. The CCP has an AI master plan that’s working. I told Congress that America must do the following to win on AI: Dominate, Unleash, Innovate, Promote.  🧵

A business is a machine. If the machine runs well, putting a dollar in will dispense more than a dollar out. The machine can only take so many dollars at a time. The price of the machine is proportional to its capacity and yield.

$GRAL A potential 10 bagger (or more) Grail is the leader in multi-cancer early detection (MCED). Their lead product, Galleri, requires only a simple blood draw and can detect up to 50 different cancers types - including deadly ones like pancreatic, ovarian, and liver that

AI is currently an ever increasing lever for human labor, but will eventually become the fulcrum.

This is why robotic embodiment with sensors will flood the models with data and compute will be the main constraint $CRWV $NVDA

Guess we’re finding out quickly

Spicy food might literally be antidepressant Capsaicin activates pain receptors (TRPV1), which over time desensitize. Pain tolerance increases with spice tolerance Here’s the kicker: pain and depression share overlapping brain pathways. So what if spicy food raises not just

The software stack is like a restaurant. The kitchen the backend, the waitstaff the API layer, and dining area the front end Ingredients are the data that cooks prep for orders The waitstaff integrates the front and backend The dining area provides the interface.

$GRAL up 48% in the 2 weeks since this post..it’s still very cheap…

Nice correction $LFMD

Crinkly snack bags should be banned from movie theaters. There’s a reason boxed candy exists.

Mark my words: compute is the new oil $CRWV $NVDA $AMD

$AMD run just getting started

Tim Urban In the not too distant future humans eating animals, especially mammals, will be looked back on as a moral atrocity similar to human slavery Economic forcing functions will push the line of ethics. Once lab grown meat becomes exceptionally cheaper than real, things will change.

$CRWV still a bargain at these levels in the long term

Not many are understanding that compute is going to be the lever of labor in the future. Compute is the new oil. If one can supply is at scale at a cost lower than competitors then they will win. $CRWV

Why I’m buying $AMD now: The release of the MI350 AI chip slated for first half this year will be a huge driver of growth. Cost per PFLOP will be ~30-50% lower than Blackwell. ROCm lags CUDA but open source will catch up quickly. A rising tide raises all ships.