It's the Daniel Tonreiro thesis. As long as every incremental AI model gets better because you shoved more compute at it, then what is everyone going to do? They're just going to shove more compute at it.

It's a good take. Dude, Apple's in such a sick spot, honestly.

he posts this and then on open we gap down 5% on DRAM. Like, this guy has fucking pull, okay?

you have tens of millions of men who have meaningful amounts of money and don't leave their house, and they potentially could turn GTA 6 into the biggest cash machine that we have ever seen if Take-Two doesn't mess up the gameplay.

here's EA public stock. It's flat today, but look at this crazy gap down. I wonder why. What happened in the pre-market? My thought is that GTA is gonna just pull the Modern playbook and they're gonna charge whatever they're gonna charge, but they are going to make ungodly disgusting amounts of money from the microtransaction casino.

our line in the sand on SpaceX I think is $135. If it somehow gets there, it's worth a bid. off that Gavin Baker Cerebras discussion. I like that, just that take that there is this social contract between the bankers and the funds that they are not supposed to lose sale price.

on this looks-maxing internet porn thing thesis, I think Hims looks great. It's kind of printing a Robinhood fractal.

I like Robinhood, guys. I guess I'm late to the party, but. I like Robinhood. I don't know, I don't know. I always had this thesis that why would I buy Robinhood when I could buy hyper liquid, but all of a sudden Robinhood is becoming hyper liquid.

All I am in is the Shaw's at the moment from $89, which is brutal. It's the worst thing I own.

Solana about to be seventy-eight. I'm still in Solana.

we just fade oil every time, chat. Fade Warren Oil, live a good life. It's, it's, it's very simple.

they're gonna pass something to allow you to read, to make your AI chat logs Public... If they can do messages, VVV should go up on that. It won't, but it should, but it won't.