Discipline over dopamine

Life comes at you fast A humanoid in every home in the not too distant future. It will be near impossible to live without one. Indispensable to everyday life like your cell phone.

Humanoid robot manufacturing at Figure BotQ; record month in May

SoftBank CEO Masayoshi Son just named the next trillion-dollar bet: physical AI and robots.

Feel like you missed $WYFI? $BTBT’s WhiteFiber ($WYFI) stake alone is worth about $688M, which is ~11% more than BTBT’s entire market cap—before giving any value to BTBT’s ETH or other assets.

Don't outsource your thinking. If you're letting models make decisions, you're rolling the dice.

50% of my portfolio is in $amzn. Such an asymmetric risk reward here. Looks like @ChrisCamillo has the same idea.

Non-trading portfolio for those who are interested: AI commoditizes intelligence, but concentrates value in power, chips, robots, regulation, and execution. Overweight robotics, own the constraints, keep distribution, add durable compounders, cap optionality. Portfolio (weights): •Brookfield — 20% •Tesla — 20% •Amazon — 15% •Alphabet (Google) — 9% •ASML — 6% •Microsoft — 5% •Coinbase —6% •Palantir — 4% •TransDigm — 4% •Danaher — 4% •Amphenol — 4% •Perimeter Solutions — 3% Robots > models

Can anyone provide insight? If a Ghost Shark lasts 10-15 years, won't Kraken supply at least one full refresh of batteries -- meaning the Anduril impact may be significantly understated?

Is Brookfield $bn the best positioned risk-reward investment in the #ai world?

Market showing some cracks, may just need some time to digest.

Selloffs are the best days. It shows relative strength making it easy to see what themes are going to keep ripping if the market moves higher.

Coiled and ready to go? $rbrk

My biggest trading challenge is trying to impose my will on the market. You have to let go of all your biases and listen to the market. It sounds easy, but in practice it's hard to do. Think ethereum is going to moon. Great, but what's the market telling you? Warren Buffett just buy a new stock? Great, what what's the market telling you? Anyone else brave enough to share their biggest trading challenge below?

Bull markets shake off bad news. Bear markets shake off good news. This is critical for any serious trader to understand and internalize.

Been programming in Elixir lately. There’s something beautiful about functional languages.

My iq score lol iq-checker.xyz/leosmigel Sounds about right.

I expect this to move up significantly. You?