As a professional investor, I concur: Attention is the scarcest resource, and allocating it to a human is the highest-risk, highest-reward investment you can make.
As a professional investor, I concur: Attention is the scarcest resource, and allocating it to a human is the highest-risk, highest-reward investment you can make.
🤯Telegram's Absurd Scale: 1 Billion Users, 40 Staff
The News: Telegram just broke ONE BILLION active users.
The Catch: They only added FOUR employees this year, going from 36 to a whopping 40 total staff.
🎢 $GOOGL $4 Trillion🚀
Google's market cap is destined for $4T, but the ride from $3.1T may be volatile. The market already initiated the valuation correction, pushing $GOOGL from ∼$1.64T to the current ∼$3.1T level. This move justified the view of deep undervaluation (P/E…
💵The Unofficial Fed Buyers🤯
Stablecoin issuers (like Tether & $CRCL) are quietly massive buyers of U.S. Debt, buying more Treasuries than major countries like Singapore or Norway.
Crypto is inadvertently financing the U.S. government, shoring up the dollar's dominance. 🇺🇸💰…
🪙What's the difference between a solo crypto buyer and an idiot?
The MLM participant is leveraging their social network to pump an asset.
The lone buyer is foolishly leveraging their net worth on a highly speculative asset.
Both are gambling on greater fools.…
🚀The AI Reflex Trade
Sora 2 goes viral. Investor reaction is simple: Add to your Nvidia position $NVDA 💰
Every leap is a direct, non-linear demand signal for GPU infrastructure. The new content frontier is here, and hardware is the only bottleneck.
#AIStocks#NVDA#Sora2
⚖️The Universal P&L🦉
Ancient Eastern Proverb: 命中若有馈赠,暗中必有抽离
The fundamental law of markets and life: For every gain granted by fate, there is a secret, compensating loss.
No free lunch. Always look for the invisible ledger.
#Balance#philosophy#RiskManagement
🤖 LLM Performance: Humanity's Last Exam 🧠
Morgan Stanley's research frames the rapid advance of LLMs through the lens of a new, high-stakes benchmark called "Humanity's Last Exam".
MS estimates AI could add up to $16 trillion in value, boosting the $SPX by as much as 29%.…
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