Ever get the feeling you backed the wrong horse?

Fresh, shiny ATH. Merci beaucoup.

Close all the open loops. That's the key to finding peace....and the ones that caused you pain, never open them again.

Europe opened 🍏

The 2026 "Great Capex Convergence" is here. Amazon and Google are spending a combined ~$400B this year alone. Are they building the future, or just a very expensive monument to AI? It's a strategic bet. Meaningful ROI will be a game changer.

I'm beginning to think I was wrong. I have a bad feeling about this week. I think it's gonna be a correction rather than a pullback. I have some work to do tomorrow.

How are you supposed to trade a market that moves 2% in either direction on a social media post or a fart by DJT? I'm seriously considering pulling out of US equities until this farce is over. EM and European are looking more favourable right now.

The hard work is done. It's approaching the time when I explode into life 🌱 It's more important than ever to enjoy every moment. There are difficult times ahead, for Europe and the world. Cherish the relative peace while you still can ❤️

Smoke and mirrors.

$GOOG PT Raised to $375 at Scotiabank OUR TAKE: Positive. Google is up ~64% over the TTM, and every decision they make seems to be the correct one. 3Q results were very strong across the board, with acceleration in Search, YouTube and Cloud. We’re particularly bullish on the potential upside within Cloud, especially on op. margin. Ultimately, while Google got a (relatively) slower start than competitors within the ‘AI Wars’, we see Google as the structural winner within the hyperscalers. There may be some noise within D&A but Google stock should outperform, given how the name stands to benefit from AI monetization.

$AMZN Reiterated Buy at Stifel: 'The One to Own This Year' In eCommerce/Marketplaces, we believe AMZN is the one to own this year. This has little to do with the core eCommerce business, rather, we’re inclined to believe AWS will show better growth in ’26 as more capacity comes online, and we ponder the potential positive impact custom silicon may have on the stock (perhaps similar to the optimism exhibited with GOOGL in late ’25). We are also positive on Amazon’s advertising business, even if we don’t believe the Amazon DSP is a tangible threat to TTD over the long run – we expect Prime Video will continue to capitalize on the shift from linear TV advertising to digital, particularly as those ad units become more performant (see Pinterest acquisition of tvScientific at the end of last year), and we remain optimistic on the company’s Retail Media offering in the near-term despite an unclear future for the channel over the long-run as consumer-facing agents pick up steam.

i go on twitter, talk to myself, then leave.