my first experience with coding agents has made me realize we need 100x the amount of data centers and nvidia is still undervalued

Rate of change matters a lot more than absolute change when it comes to investing

I love your work too @CestrianInc ! Thank you.

Many people on here are selling snake oil when it comes to investing and trading. I won’t do it. I know we’d have 10x more subscribers if I posted Ferraris, fake screenshots, and pumped FOMO. But that’s not who I am, and it goes against everything I believe in. If you’ve followed me for a while, you already know I’m direct and honest. No filter. We spent years building our TMAD App and our community. We are realistic, solid traders who know markets go up and down, and we take risk management seriously because protecting capital comes first. On our TMAD app, we share real backtested algorithmic trading results, plus a full manual trade log for our members. We run frequent webinars so members can actually learn and improve. We pull raw data straight from Nasdaq and turn it into something easy to use and apply. Most options flow apps give you confusing raw signals that you lose more money than you make. With our app, you can also play rotations, simply go into names showing an increase in momentum, and stay while the party lasts. It's good for investing that way also. You see what is totally beat up and what is bouncing with increased call surges. We’re here for people who want honest trading tools and realistic expectations, not hype or dreams. So do your own research before you join a service. Not sure that seeing someone ride a Ferrari or fly private should be your decision point. Cheers.

When things are at ATH it means there are few sellers left

This rally out of the 3/31 low will continue to be hated at a level not seen before relative to all-time highs. AAII Bulls just tied for the lowest % of Bulls this year (that were printed near the 3/31 lows) this last week at 30.4%. Mind you this is just two weeks post a 9 week straight week w/gains of 20%. The lowest readings ever post 9 straight were recorded at 35.6% Bulls and we just went lower on 5% pullback. 8 of the last 11 weeks more Bears than Bulls into these highs. This is also seen in other segments of sentiment besides AAII. The $SPX says we are going higher because … You, you hate You hate me, you hate me You hate me to say, you hate me to say You hate me to say and I did not obey youtu.be/W3q8Od5qJio?is=6hXV…

Tokens will get 90% cheaper every year as models improve and $10k desktop workstations from @dell and @apple, running open source models, drive tokens to “essentially free” Token costs will be looked at like storage and bandwidth costs in a couple of years — which is to say you won’t think about them much.

bro immigrated from Mexico and took a $28/hr contract welding job in 2015. didn't even know what SpaceX was. they gave him $10,000 in stock and let him buy more through payroll deductions. that stake is now worth $880,000. and he's one of 4,400 employees who became millionaires on Friday. welders. technicians. cafeteria staff.

The economic elite are once again treating a Strait of Hormuz supply shock like a demand problem, as if a few rate hikes can magically liquefy crude or unblock shipping lanes. Commodities are already rolling over, Trump will get his deal, and yet they’re still running models on yesterday’s shock as if it’s tomorrow’s baseline. The ECB is even hiking into this, just as they did around the GFC, determined to prove they learned nothing from tightening into a crisis the last time around. The through line is obvious: Central Bankers & Wall Street’s Keynesian brain rot is now so deep they’d rather hike into a fading supply shock than admit their framework can’t tell the difference between a python digesting a pig and an economy absorbing an energy shock. They remain locked in an echo chamber where every problem looks like another justification for the same failed playbook. Decades of incompetence on display.

🔎 FUN FACT: Peter Thiel wrote his first SpaceX check after three rockets had already exploded. In the middle of the 2008 financial crisis. Into a company Elon was funding with his last dollar. That $20M is now part of a $50 billion position.