Grid-scale battery storage is how you make solar and wind investments work when its cloudy and calm. The smartest people in engineering know this and are working angles to build business around batteries. Like $TSLA, $EOSE is an american company at the forefront of this tech.

I have joined the ranks of SpaceX investors. 🚀$SPCX🚀

Congrats to all the newly minted $SPCX Millionaires!

Why I'm buying in to the @SpaceX IPO (and wish I had acquired shares last year when I considered it) @elonmusk is trying to help everyone understand three things: - humanity can 10000x our progress with AI and robotics - we need a LOT of AI in order to achieve sustainable abundance - life will be massively better for everyone when we do this Most people zone-out when he talks about the Kardashev scale. They think he's crazy and they don't get how it's relevant. And it's not that they're dumb, its just that they haven't yet bothered to wrap their minds around this (because they have to work, sleep and eat and do normal people things.) Soon everyone will start to undertsand the insane mass-transformation capability that robotics will have on the economy. A very large amount of raw materials will be input to this system, the robots will make more robots and they will transform themselves into a Dyson sphere of space-based AI servers. The thought of this is unfathomable to most normies. The real wow will come when humans are looped out of the grind. We will be wathcing the robots produce exponential gains while we sip on margaritas.

Update. x.com/danielrucci/status/204…

me, if I had just held on to my $SPY $740P's into the afternoon.

The "lack of imagination" problem in companies that bonus and resource against revenue instead of margin might be holding back AI adption. Many legacy companies are doing this wrong. AI will drive client expectations for the same work at lower cost, or more work at the same cost. They should be building significant teams internally who are rewarded for driving up margins with AI. pull the brightest people out of the day-to-day grind and put them in new Moonshot teams that reimagine their business workflows with AI/agent use. While small, incremental efficiency gains are cool, using fully allocated employees to double dip on building these things is not the right answer. Corporate laptop surveillance might help train models, but unless they're going to buy in to Palantir, these companies need to move quickly to dedicate teams deep inside their operations to envision how agentic models can revolutionize their business. Invest or die.

$MSFT is undervalued.

Can you resist $ZEC? Bitcoin, but Privacy.

Globally less than 20% of the population is using AI agents. I think we'll see a wave of chronic AI server overloads and token prices going parabolic before the infrastructure catches up. We need to build a lot more data centers, and we're not doing it fast enough.

Watching closely and maybe I have a profitable options position already. $KEEL

$ZEC returns.

$EOSE - lets dig into this to see how it might affect zinc costs.

$ZEC somebody likes their privacy coin.

Me, whenever I use spotlight to open Microsoft Word:

There is a wacky scenario by which we get to $SPX 8000 early next year. Let that sink in.

$EOSE $TSLA

Can someone please explain to me how oil is not going to go to $150/barrel?