The AI Revolution and Palantir And Their Transcendency
Politicians always promise things they don’t mean and/or that they won’t actually follow through on
Be Cool
The AI Revolution Remains Inevitable And Cerebras Remains Greatly Positioned
Hard work, discipline, and vision make success inevitable.
CORRECTED: Robinhood Revolution Song Lyrics, Will Trump Impose Martial Law After The Elections, Loving Shortsellers, And Much More
I expect that as AI gets ever easier to use (that's the whole point, after all!) and as it can do ever more varied stuff for us ever easier, and as it helps cure many forms of cancer, helps make incredible movies easy enough for a thirteen-year old to do, and is applied in millions of ways...
Robinhood Revolution Song Lyrics, Will Trump Impose Martial Law After The Elections, Loving Shortsellers, And Much More
I expect that as AI gets ever easier to use (that's the whole point, after all!) and as it can do ever more varied stuff for us ever easier, and as it helps cure many forms of cancer, helps make incredible movies easy enough for a thirteen-year old to do, and is applied in millions of ways...
SpaceX – the most revolutionary company in the world
The company is hitting on all cylinders, accelerating their already industry-fastest pace and cost-effectiveness of building more datacenters, getting ready to start regular commercial launches of Starship, about to become the wireless phone carrier with the lowest costs and best service and more.
SPCX TSLA Merger, Mid-Terms,
That's also how we do Revolution Investing – the best products, the most efficient services/applications/hardware, the most mind-blowing technologies almost always win out over time. That is what I have always focused on and I don't try to game Republican Democrat partisan noise.
The Next Nvidia Is… Nvidia
We don’t look for the shiniest pie-in-the-sky trends that have their hyped moment in the sun (to mix metaphors). And we don’t panic when others get scared.
Neoclouds vs Hyperscalers, TSLA Roadster, and much more
Elon often Over Promises but it's part of how he motivates his teams to do the impossible like making a flying car.
It's a NO BS Stock Market Now
This is now officially a NO BS market. And for the long-term, it's actually incredibly healthy for the market to wash out the BS and let the real S (so to speak) do its magic.
Hyperscaler & Tech Debt, Cerebras Update, Anthropic in 3 Years, and Lots of Stock Q's
If I were to start buying something right now, I'd probably look to build up my GOOG and AMZN (my META position is larger than those two right now)
I Ain't No Permabull, But The AIRS Revolution Is Amazingly Bullish
Almost all of my analysis right tells me that the US economy, mostly directly because of The AIRS Revolutions, is as strong as it's ever been in my career and that the few indicators that are not wildly strong/bullish are not as weighted as the many that are.