This Man actually explained your to do list to say goodbye to Anxiety–forever‼️

理查德.费曼：“不要把你的精力浪费在焦虑上。生命太短暂，不值得为愚蠢的事情担忧。享受乐趣，勇敢去爱，不要后悔任何事，也不要让别人把你击倒。 学习、思考、创造并成长。教育自己，也开悟他人。”

Robert Greene ha vendido 20M de libros estudiando una sola cosa: por qué unas pocas personas encuentran su propósito y la mayoría muere sin descubrirlo. Tuvo una charla de 3 horas con Huberman sobre propósito. Te lo resumo en 7 pasos: 1. Vuelve a tu infancia

Good morning

Andrew Kang turned a few early stage robotics investments into a $500 Million publicly traded empire @RoboStrategy He is widely considered THE leading investor in robotics @Rewkang believes the ChatGPT moment for Robotics is happening RIGHT NOW and it will be BIGGER THAN BITCOIN This interview is a masterclass on Robotics investing in 2026 1:18 – Why robotics today feels like crypto in 2015 4:23 – Is robotics a bigger opportunity than Bitcoin? 10:30 – Robotics 101: players, problems & bottlenecks 16:40 – Who's leading the race: Tesla vs Figure 23:10 – China's 100 robotics companies & the real investment risk 25:28 – US vs China: who's actually ahead? 33:40 – How many human jobs will be replaced? 38:00 – The "ChatGPT moment" for robotics 43:55 – UBI & the new social contract 46:30 – Why Andrew built Robo Strategy 51:20 – Lessons from Bitmine, MicroStrategy & Saylor 1:07:50 – The Boston Dynamics question 1:12:09 – His most contrarian bet: avoid model-only companies 1:19:55 – Tesla or Figure? 1:23:26 – Figure's valuation in 5 years: bear, base & bull 1:29:20 – Final words of wisdom

Documenting the headwinds I now see for AI. It won't seem like it, but I love AI and am long-term positive. But when "math doesn't math" I take note. 1. The core thesis for foundation model lab investment has been high upfront investment made worthwhile by significant long-term profits. 2. These are capital intensive businesses and the compute commitments are very high relative to revenue and require strong growth over long time periods. The "leverage" (commitments versus revenue) is extremely high. 3. The fundamentals are not as positive as they previously were: • Input costs are higher (commodities, chips, power) • Interest rates are higher • Competition is more intense • Scaling Laws are now problematic: exponential costs/power cannot continue 4. Forecasting compute spend is challenging and high risk due to (a) revenue uncertainty and (b) algorithm uncertainty 5. Revenue growth appears to be slowing. The technology is valuable, but ROI is proving to be more expensive and take longer than anticipated. 6. The future is likely "different models for different use cases" with the lower end of the market being highly competitive. 7. Core use cases such as agentic software engineering are likely to need approaches beyond next-token prediction. They are Σ₂ᴾ complexity problems requiring multi-objective optimization and likely a combination of Transformers and other methods. 8. Current forecasts in memory makers are built largely on quadratic attention. That will not persist: we are already seeing work from DeepSeek, Minimax and Nvidia that can cut RAM needs by 80% or more. 9. This means semiconductor valuations are substantially overinflated and will go through the traditional glut versus shortage cycle. 10. For foundation model providers: lower costs with competitive differentiation is good. However, lower costs with a lack of differentiation would mean lower revenues. This makes it harder to (a) service commitments and (b) pay back investors. 11. Leverage is substantially higher than in previous cycles, evidenced by leveraged ETFs, call option activity and margin loans. Korea is particularly susceptible. 12. 0DTE options create a profile that has stronger parallels to portfolio insurance and 1987 than any other point I can remember. 13. The combination of exponential increases in call activity coupled with the ties of semiconductors to structured products means there is a non-trivial systemic risk to the financial system. 14. Implied earnings growth rates are inconsistent with other periods in history. 15. Macroeconomically we cannot and should not fund exponential cost increases. History has shown us repeatedly that there are better ways (see Quick Sort and Simplex). 16. Significant supply is hitting the market via IPOs. –– Taken together: costs and competition are increasing while revenue growth is likely slowing. Valuations are fragile and prone to technology disruptions that are already here. Systemic financial market risk is extremely high.

🚨 An LDL of 70 still leaves millions of patients at serious cardiovascular risk. That number felt safe for decades. But the data says otherwise. Your doctor told you LDL under 70 was the goal. You hit it. You felt protected. You were not. I am a cardiologist. I have spent over a decade managing lipids in high-risk patients. I have watched people hit every guideline target and still have heart attacks. That is not a coincidence. That is a ceiling problem. Here is what the science actually says. 💓 The old LDL target of 70 mg/dL came from trials that showed benefit compared to higher numbers. But lower was never tested as a ceiling. It was tested as a floor. The question is no longer whether 70 is better than 130. The question is whether 70 is good enough to stop atherosclerosis from progressing. It is not. 🔬 Mechanism: Plaque does not stabilize at LDL 70. It continues to accumulate. Residual inflammatory risk persists even when LDL appears controlled. ApoB, not LDL alone, drives particle-level atherogenicity. Smaller LDL particles penetrate the arterial wall even at lower total LDL concentrations. Time-weighted LDL exposure across decades determines lifetime plaque burden. ✅ IMPROVE-IT (ezetimibe): cardiovascular events reduced 6.4% by pushing LDL below 70 in patients already on statins. ✅ FOURIER (evolocumab): major adverse cardiovascular events reduced 15% in statin-treated patients by targeting LDL below 30 mg/dL. ✅ ODYSSEY OUTCOMES (alirocumab): all-cause mortality reduced 15% in post-ACS patients with LDL driven to levels previously considered extreme. ✅ JUPITER (rosuvastatin): events reduced 44% in patients with low LDL but elevated hsCRP, proving LDL alone misses the picture. And FOURIER changed everything. It demolished the floor argument. There is no J-curve. Lower LDL means fewer events. Full stop. That matters because every point above your true biological LDL floor is costing someone a cardiac event they did not have to have. ⚠️ What most patients are never told: LDL 70 is a guideline threshold, not a biological finish line. Patients with prior MI, diabetes, or familial hypercholesterolemia carry higher residual risk at LDL 70 than guidelines historically acknowledged. ApoB can remain elevated even when LDL appears controlled. Lp(a) adds independent risk that LDL measurement does not capture. 🩺 Ask your cardiologist these specific numbers: What is my ApoB? What is my Lp(a)? What is my hsCRP? What is my actual 10-year ASCVD risk score? If your doctor only checked your LDL and called it a day, you have an incomplete picture. 🔸 The tools exist to go lower safely: High-intensity statins Ezetimibe added to statins with zero major safety concerns PCSK9 inhibitors for patients with established disease or familial hypercholesterolemia Inclisiran for patients who need twice-yearly dosing instead of daily pills Bempedoic acid for statin-intolerant patients ❌ Coenzyme Q10 will not save you. ❌ Red yeast rice will not save you. ❌ Omega-3 supplements at standard doses will not save you. The tools with the strongest data are unsexy, free, and require your participation. A patient who hits LDL 70 and stops there can continue accumulating plaque for 10 to 20 years while believing they are protected. A patient who pushes ApoB below 60, drives LDL to 40 to 55, and addresses inflammation with lifestyle and targeted therapy can halt progression and reduce event risk by 40% or more over the same period. That is the difference between a preventable heart attack and a preventable life. ❤️ Bottom line: LDL 70 is not a destination. It is a starting point that the data has already moved past. FOURIER, ODYSSEY OUTCOMES, and IMPROVE-IT together represent over 60,000 patients proving that lower LDL saves more lives without a safety ceiling. Know your ApoB. Know your Lp(a). Know your hsCRP. Demand a full lipid picture, not just a total LDL number. Push your care team to treat to biological targets, not just guideline minimums. Start today, because every year at a suboptimal LDL is a year of plaque you cannot take back. The question is not whether you can go lower. The question is why you have not yet. #Cardiology #HeartDisease #HeartHealth #CardiovascularHealth #LDL #ApoB #Lpa #Statins #PreventiveCardiology #MetabolicHealth

The most important decision of your life

Millennials truly peaked with drinking culture. We inherited the golden era: cheap pitchers, Thirsty Thursdays that turned Wednesdays into warm-ups, ladies’ nights with $5 cosmos and free cover, and dive bars where last call meant “one more round?” No one was filming every sip for TikTok judgment. We had flip phones, zero calorie-tracking apps, and hangovers cured by greasy brunch. Then came the great sobering: wellness influencers, Uber’s rise killing DUIs but also spontaneity, endless lawsuits killing happy hours, and HR departments turning every office into a minefield. Post-2010, “mindful drinking” replaced fun. Bars swapped sticky floors for Instagram walls and mocktails at $14. We never realized how good we had it—unapologetic, analog excess. Can’t go back because society traded joy for safety theater and performative virtue. Gen Z sips oat milk lattes at 11pm. We’ll always have the stories. Raise a (reasonably priced) glass to what was.

Hot take: Private equity didn't enter medicine to fix it. They entered because physicians are bad negotiators sitting on cashflow goldmines. Until docs collectively learn to read a P&L, the rollups continue.

Hot women are the backbone of the economy. Everyone works all day to make money to spend on hot women and therefore if there were no hot women no one would work.

If you are serious about options trading, this 1-hour Yale lecture is non-negotiable. 60 minutes lecture can teach you more about options trading than 99% of options trading courses. Save this and watch it without distractions. 📌

Just some TLDRs to save you time: 1. $ASML, $TSM earnings = Good Outlook. Semis capex go brrr. 2. Opus 4.7 Anthropic go brrr. Software = sad. 3. Samsung go brrr because of partly bc of $TSLA AI Chips. 4. $UMC = price hike for foundry. foundries go brrr. 5. Training = brrr in China. H100 rental increase go up. Neoclouds happy. 6. Helium supply shortage = not significant... I've already said this before, but I'm not sure how many times $TSM needs to say this. 7. MLCC, inductor prices = price hike. Will cover beneficiaries later. 8. "Taiwan's OSAT expansion could tighten global test capacity and raise costs" I went long on Taiwan OSATs recently like Shunsin (6451) for a reason. Demand will just outstrip supply, even after expansion. (cowos, sip, optical).

$ATAI is currently covered by 13 analysts, with price targets spanning $7 to $25. I believe though that the view of most investors and analysts on @ataibeckley appears largely anchored only to the initial lead indication and drug we are pursuing: treatment-resistant depression (TRD) for BPL-003 (5-MeO-DMT). In my view, they underappreciate the broader product portfolio, including VLS-01 (DMT) for TRD and EMP-01 (R-MDMA) for social anxiety disorder, but more importantly, I believe they materially underestimate the long-term total addressable market (TAM) for psychedelic medicines. IMO, one structural factor could ultimately expand that TAM significantly: Many serious diseases are far easier to prevent than to treat after onset. While this may sound obvious, the traditional healthcare system has largely been built around treating illness rather than preventing it. That paradigm is beginning to change. The rapid adoption of GLP-1 drugs from $LLY and $NVO demonstrates how quickly the market can shift toward preventive and even lifestyle-enhancing medicine. Read more about it in my latest blog post:

So to summarize. The President says we won the war, are winning the war, will win the war if other countries help but that we also need no help to win the war that we already won. You also can’t call it a war because it is an “operation.” And we are at war to destroy nuclear capabilities that were totally destroyed last year but also to force regime change to an unknown leader who “could be worse.”

“I am losing precious days. I am degenerating into a machine for making money. I am learning nothing in this trivial world of men. I must break away and get out into the mountains to learn the news.” — John Muir

my bro who divorced 2 weeks ago told me this: “all of us are selective sinners. we choose the sin we are comfortable with, and judge others that commit the ones we are not comfortable with.”

"I fear God. That's the only man I fear. I'm from Rochester, New York in the back streets. If you go in my neighborhood you would know why I'm this way." New Warrior Nate Williams on his defensive intensity tonight while guarding Kawhi Leonard who "bleeds just like I bleed."

Hey @AmericanAir my flight got cancelled monday into New York, I then had to come out of pocket to buy my second flight to new york on AA, I paid an additional $1600 for a the same segment to new york. Then AA refunds me $600. Totally unfair, and unprecedented. Please help.

$UBER Empower - a low cost ride-share competitor has surpassed Uber app ranking on Android