Use AI to make better investment decisions Deepdives on AI bottlenecks and stocks!
Joined September 2009
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Professor Jiang from predictive history literally told 3 months ago that Israel won’t let the war to end or have a peace deal
A destabilized Middle East is the best outcome for Israel
Many of his predictions are coming out to be true
⚡️BREAKING: Israel bombs Beirut as Iran and the United States are expected to sign a Deal today
Tehran may now carry out missile strikes on Israel
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Their is already KYC and for bad lighting my KYC was rejected by OpenAI
No appeal and I can never use the latest model using API
Jun 13
Game theory from here is super interesting:
Original Mags (Google, Amazon, Microsoft, Meta) now have a serious non-zero opportunity to tank the frontier labs.
Go to the government, kneecap the labs’ motion of putting the latest models out in the wild, become the trusted gatekeeper between the labs and the public at large (including internationally) by having the labs go through their clouds (AWS, GCP, Azure) and implement strict KYC to seal the deal.
The frontier labs should have seen this coming years ago and implemented a robust KYC for just this moment. The fact they didn’t is kind of concerning.
Why did they not do it?
Best guess is because it would have changed the run-rate revenues (downward) which would have then changed funding dynamics - lower valuations, more dilution, less secondary.
A valuation reset may happen now anyways, except the labs may end up with less control and more restrictions at the end of it. At the same time, everyone is already clamoring about token prices of the old models from the labs anyways…
This couldn’t be a better setup for open source and neoclouds. Big question is can they meet the moment?
There are too few of them and their progress seems sporadic at best.
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Events on Monday -
Markets crash as investors worry about AI build out
Taco opens Fox Business and see red and worries
Events later this week -
Unbans anthropic and stock turn green
How to profit? Buy weekly index call options and do nothing
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Does RJC have $30m ??
In an older tweet he had $295k at the start of Jan 1,2025 and has had ~114X his money.
Thats like ~$30m assuming he had no withdrawal before
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I need a break. Because the first thing that came to my mind is why is my friend talking about Equinix (the data center company)
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This is an appreciation post for Gavin Baker
He goes on podcast every few months and drops wisdom nuggets all the time. He is so insightful.
TIL that openAI chip is actually a good chip and a bullish thesis for Broadcom $AVGO
I wish i could be in meetings shadowing him and learning all day
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I’m disappointed with nbc and Bloomberg that they didn’t report of massive short dates calls of index before pausing of strike.
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Hope you were loaded with index calls
He will postpone it, buy index calls
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Long $evc ??
Jun 11
MIDTERM AD SPENDING SET TO SHATTER RECORDS
U.S. midterm election advertising is projected to hit a record $11.6 billion, surpassing even the 2024 presidential cycle. Fierce Senate and governor races, costly ballot measures, and massive spending by campaigns, super PACs, and emerging industries like AI and online gambling are fueling the surge. Senate races alone are expected to draw $3.4 billion in media buys, making 2026 the most expensive midterm ever.
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Did Iran launch a missile attack only because Trump’s bff Musk is having an IPO?
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I feel Oracle will announce some ATM and crash even on good earnings $ORCL
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He will postpone it, buy index calls
Jun 10
TRUMP ON IRAN: GOING TO HIT THEM AGAIN HARD TODAY
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Now I know where to move all my cash
Jun 10
FITCH-IF IRAN CONFLICT PERSISTS OR GLOBAL COMMODITY VOLATILITY CONTINUES, BELIEVE NORTH AMERICAN CRUDE, LNG, NGL MIDSTREAM INFRASTRUCTURE TO BENEFIT
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Copper is the next AI bottleneck is the most BS take I have heard:
1) We would find alternative material like aluminum in electronics, steel alloy, optics, carbon fibre etc. Never underestimate material science
2) Humanoid robots can go much further under the crust of the earth than humans and extract more minerals. We have only gone like 0.5 miles before earth surface to extract. With humanoids we can go pretty deep and extract without issues
Jun 10
LIQUIDITY: Dan Dreyfus on the Future of Critical Minerals
-- Copper as the next AI bottleneck
-- Investing in the commodity supercycle
-- Dollar debasement
-- Blue collar boom, rebuilding American infrastructure
(0:00) Dan Dreyfus Presents: The Future of Critical Minerals
(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks
(5:40) Impact of China cutting off the US from critical minerals
(8:18) Copper's Rise: The next 18 years need as much as the last 10,000
(12:00) Dollar Debasement: $140T in debt and why hard assets win
(13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis
(19:10) How to invest in the commodity supercycle
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