Why is Left Media dead? It's painfully obvious when they latch onto their coordinated talking points at the same time. Exhibit 1: Dangerous to our Democracy. x.com/dom_lucre/status/18206…

My contrarian and right take is that investing isn’t actually that hard. It’s easier than it’s ever been. Easier than 10 years ago, when you still couldn’t buy stocks from your phone. Easier than 20 years ago, before you could trade over the internet. And far easier than 30 years ago, when you had to call a broker. Today you can watch in-depth podcasts on YouTube, follow companies, founders, and sharp experts in real time on X, and learn almost anything with AI. If your takeaway in 2026 is still that investing is hard, you’re going to ‘leave it to the professionals’, and settle for subpar returns. That single mindset will shape and limit your entire financial future. It has genuinely never been easier. Take the first step. Do it yourself. See for yourself.

The amount of useless people creating debt far outnumbers the very few useful people creating wealth.

If Taleb, Dalio, and Burry didn’t deliver Buffett-level or even consistent index-beating long-run returns, they are just noise for capital allocation. Their ideas may have entertainment or occasional risk-management value, but they don’t earn a seat at the table for serious long-term wealth building.

You can fake enthusiasm, intensity, integrity. But you can’t fake consistency. Building is easy. Maintenance is hard.

Such a great contrast with yesterday’s White House right-wing patriotism. The US is the only place where you see unrivaled optimistic intelligence and, at the same time, unrivaled pessimistic retardation. American dynamism is fascinating. Free speech is the magical ingredient that forges this unmatched powerhouse, nowhere else in the world.

The exponential curve.

Many are saying.

Now remove their Gmail and Youtube accounts.

Incredible optics from the White House UFC event.

Modeling the future non-linearly: $AAPL became the first company to hit $1T market cap back in 2018. Fast-forward to 2026, $NVDA has already reached $5T. A straight linear projection, applying the same 5x multiple over the next 8 years, would put the world’s most valuable company at $25T by 2034. But tech doesn’t scale linearly. With AI driving exponential progress in compute, capabilities, and monetization, we could see a $25T company emerge in 1/2 the time by 2030. That company would most likely be $SPCX.

How is this even real? The show must go on! Looks like we’re safe from being turned off for now.

Banger

I don’t know how he does it. At some point you have to ask: Is this all part of a bigger divine plan?

You can just do things.

An open sourced Nvidia frontier model would be nuts.

Everything you see around you was built by winners going against the losers.

The Brutal Art of Conviction Investing You’ve done the deep research. You’ve stress-tested the thesis. You size the position with conviction and pull the trigger. Then comes the real test: You wait. A week slips by. A month. Three months. Six months. One year. Two. Three. Four. Five. Six. Seven years. And then vindication. The market finally catches up. Your call was right. That is one of the best feelings in the world. But the game is everything that happens in the long silence between them, that invisible war you wage with your own mind across years of radio silence. That’s where fortunes, and psyches, are made or broken. The setup sounds almost too simple: research, place your bets, then endure. But that waiting is never passive. It’s active, grinding endurance. Every quarter, every macro earthquake, every “this time it’s different” headline becomes another round in the arena. Each one demands: Was your thesis built on wishful thinking? By year three or four, the internal megaphone turns deafening: “What if the megatrends I mapped don’t unfold on this timeline?” “What if execution falters or capital allocation betrays the story?” “Everyone else rotated early and looks like a genius right now.” This is where people break. That psychological compounding. The very force that turns patient capital into life-changing wealth (time sustained conviction) becomes the weapon that destroys weaker hands through doubt and self-sabotage. The void becomes intolerable for most people. But the market pays premium precisely to those who can. The vindication at year seven hits different because it’s earned through asymmetric endurance. You didn’t flinch when flinching would have felt completely rational. That’s the brutal beauty of long-term conviction investing. Deceptively easy to do nothing. Incredibly hard to keep doing it. The edge belongs to those who can turn silent years into a forge, refining their thesis, strengthening their mind, and compounding their life outside the portfolio while the market does its slow, grinding work. The silence is loud… but the payoff is louder.

Russia helped create Space X.