John Nash @LondonChartists

David Einhorn says he first bought Apple when the entire company was worth around $1 billion, made 30–40% and sold before the iPod even existed - a trade he still considers one of his biggest mistakes: “probably the worst sale of my entire career” this is him explaining why he bought Apple again years later. investors still treated it like a hardware company that competitors would eventually commoditize, while he thought the combination of hardware, software and services was making customers increasingly tied to the ecosystem instead Einhorn says Greenlight then made Apple its largest position and held it for around 5–6 years while it traded at roughly 6–9x earnings because he thought the market was valuing it like a low-quality hardware company even as earnings kept growing full interview below

ludoonchart @ludoonchart

a day ago

x.com/i/article/2093…

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Hello everyone i would love to share a Protocol we used for a patient with prostate cancer stage 4 Ivermectin – 12mg x2 daily for 5 days on and 2 days off Mebendazole – 500mg 3x daily for 3 days on and 4 days off DMSO – 1/2 tsp daily C60 – 1 tsp (3 wks on/1 wk off) Turmeric – 1,500 mg daily Resveratrol – 500 mg weekly Quercetin – 500 mg daily Berberine – 500 mg daily NAC – 750 mg daily 2 tbsp MCT Oil + 10 mg black pepper extract CBD – 1 dropper (increase slowly weekly) Took just 6 weeks for the PSA to drop. The wonders of this protocol can not be thrown under the bus by big pharma @joeroganhq @RobertKennedyJr #ivermectin #prostatecancer

🚨 WE ARE NOW ENTERING THE HOTTEST PHASE Every mid-term election year for 50 years has delivered a drawdown 1974 Ford: -35% 1978 Carter: -15% 1982 Reagan: -17% 1990 Bush: -20% 1994 Clinton: -8% 1998 Clinton: -22% 2002 Bush: -34% 2010 Obama: -17% 2018 Trump: -20% 2022 Biden: -27% 2026 Trump: ??? Ten mid-term years. Ten drawdowns. Not one skipped its turn. Average: roughly -21%. And 2026 has more than the calendar working against it. A new Fed chair, eight weeks into the job. Across nine decades, every new chair was greeted with an equity drawdown in his first three months. Twelve chairs, twelve drawdowns, average roughly -12%. The market doesn't price a person. It prices a probability distribution. And it probes until the new chair reveals himself. The last time both cycles overlapped: 2018. Powell takes the chair, Volmageddon hits within days, and after "a long way from neutral" the market pushes the S&P down 20% into Christmas Eve. Then Powell blinked. 2019 delivered over 30%. New chair, mid-term year, autumn washout, capitulation low, melt-up. That's the template. Even fear has a calendar. The VIX troughs in early summer and peaks in September and October, and in mid-term years the crest runs higher. It sat in the mid-teens in early July, right at the seasonal trough. On Friday it jumped above 18. The market has started paying attention. It has not yet paid the full toll. Meanwhile the shock absorbers are gone. Retail cash allocations at extreme lows seen only in 1998, 2000, 2018 and 2021. Put/call skew at a record low, nobody is hedging. Record IPO supply draining liquidity from the existing market. And here's the flip: every single one of those ten mid-term drawdowns was a buying opportunity. Not most. All. Since 1934, the average rally off the mid-term low: roughly 47%. The market took out its prior high four times out of five. Bull markets don't die of drawdowns. They die of exhaustion. The mid-term correction is the maintenance schedule of the four-year cycle. The playbook is not heroic. Hold your quality. Keep dry powder with a shopping list attached, decided at VIX 18, executed at VIX 28. Buy the fear in tranches. The full map is out tomorrow, free for everyone. Twelve Fed chairs, ten mid-terms, the VIX season, the liquidity cycle, the 1998 rhyme. And the four tripwires that would prove it all wrong. Greed is obvious. Fear is the edge. When the cannons fire, buy.

Thierry from arvy 🇨🇭 @ThierryBorgeat

2 days ago

So it begins. Anyway, buy the Dip!

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@mohithn01 For women, love ends at roughly 23. After that , it s all business. Just business

Warren Buffett paid $3.25 a share for Coca-Cola. today that same share pays $2.12 a year in dividends. not the stock price. the dividend. he started buying in 1988 and ended up with 400 million shares for about $1.3 billion. he has never sold one. in 2025 the position paid berkshire $816 million in cash, for doing nothing at all. that is a 65% annual return on what he paid, and coca-cola just raised its dividend for the 64th consecutive year, so it goes up again. here is the part almost nobody takes from this, because everyone stops at buy and hold. after 1988 he never had to be right about coke again. not about the price, not about the timing, not about any single quarter. the cheque arrives whether the chart is green or red, and it arrived through 1990, through 2000, through 2008 and through 2020. people watch the price because it moves every second. the thing that actually compounded was the payment, and it moved once a year, quietly, for thirty seven years. the clip below is him from around the time he was buying it. bookmark and watch the full conversation ↓

Shevaxgod @shevaxgod

2 days ago

Ed Thorp, MIT mathematician, 1962: he published a book proving you could beat blackjack, and gave the entire system away. it became a bestseller. las vegas responded by changing the rules of the game. customers refused to play the new version, so the casinos put the old rules

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I genuinely don't understand why everyone isn't using this yet Andrej Karpathy, a co-founder of OpenAI, posted a simple idea that hit 16 million views: stop using AI to write code, use it to build a second brain. You point Claude Code at a folder, drop in any source, an article, a transcript, a PDF, and Claude reads it, links it, and files it into a living wiki of everything you know. It compounds like interest, the more you feed it, the smarter it gets. Here's the whole thing: > Install Obsidian, create a vault, open it in Claude Code > Paste Karpathy's wiki idea file and tell Claude to build it > Claude makes three folders: raw for sources, wiki for its pages, a CLAUDE.md that runs it > Drop any source into raw and say "ingest this" > Ask questions across everything, forever Five minutes to set up, and you never start from a blank chat again. Full step-by-step guide with Claude and Obsidian, link below. Bookmark this

Yarchi @undefinedKi

2 months ago

x.com/i/article/2067…

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Warren Buffett celebrates his 96th birthday today. To mark the occasion, I've gathered together 96 of my favorite Buffett-isms that (hopefully) capture the breadth of his wit and wisdom. (1) “The first rule of investment is don’t lose — and the second rule of investment is don’t forget the first rule. And that’s all the rules there are.” (2) “If you’re going to be buyers of groceries over time, you like grocery prices to go down. We buy businesses. We buy pieces of businesses. We’re going to be much better off if we can buy those things at an attractive price than if we can’t.” (3) “People are really strange [during market downturns]. Most [people] are savers — and that means they’ll be net buyers. They should want the stock market to go down. They should want to buy at a lower price.” (4) “We’ve done better by avoiding dragons than by slaying them.” (5) “I found what I liked when I was in my twenties — or earlier. I found what I liked to eat. I found what kind of people I liked to associate with. I found what I like to do during the day, how I like to dress, what I like to watch on TV, and I’ve seen no reason to change it [just] because I got richer.” (6) “If I were to give credit in terms of how I’ve done it in investments, my dad would be number one and Ben Graham would be number two. Charlie Munger would be number three.” (7) “I have been shaped tremendously by Charlie. Boy, if I had listened only to Ben [Graham], would I ever be a lot poorer.” (8) “When you find a really good business run by first-class people, chances are a price that looks high isn’t high. The combination is rare enough that it’s worth a pretty good price.” (9) “I am a better investor because I am a businessman — and a better businessman because I am an investor.” (10) “We don’t go into companies with the thought of effecting a lot of change. That doesn’t work any better in investments than it does in marriages.” (11) “We will never sell a business just because we get a wonderful offer for it. My house isn’t for sale. The children aren’t for sale. The businesses aren’t for sale. I tell shareholders that. That may make me crazy, but that’s who they’re getting in with — and they might as well know it [up front]. This is not a game we’re playing, like gin rummy, where we pick up one card and discard another.” (12) “What we do is not beyond anybody else’s competence. I feel the same way about managing that I do about investing: It’s just not necessary to do extraordinary things to get extraordinary results.” (13) “Some businesses are a lot easier to understand than others. Charlie and I don’t like difficult problems. We’d rather multiply by 3 than by pi.” (14) “Getting fired can produce a particularly bountiful payday for a CEO. Indeed, he can ‘earn’ more in that single day, while cleaning out his desk, than an American worker earns in a lifetime of cleaning toilets. Forget the old maxim about nothing succeeding like success: Today, in the executive suite, the all-too-prevalent rule is that nothing succeeds like failure.” (15) “Be fearful when others are greedy and greedy when others are fearful.” (16) “If you have a temperament that when others are fearful, you’re going to get scared yourself — you are not going to make a lot of money in securities over time in all probability.” (17) “Life tends to snap you at your weakest link. So it isn’t the strongest link you’re looking for among the individuals in the room. It isn’t even the average strength of the chain. It’s the weakest link that causes problems. It may be alcohol. It may be gambling. It may be a lot of things. It may be nothing, which is terrific. But [life] is a real weakest link problem.” (18) “By far, the most important quality is not how much IQ you’ve got. IQ is not the scarce factor. You need a reasonable amount of intelligence, but the temperament is 90% of it.” (19) “The best lessons are the ones you get by osmosis. If somebody preaches to you, you don’t pay much attention. If you actively watch people and you like them and you find out other people like them, you pick up on that.” (20) “Despite our citizens’ penchant — almost enthusiasm — for self-criticism and self-doubt, I have yet to see a time when it made sense to make a long-term bet against America.” (21) “It won’t be the American economy that does in investors over a 5- or 10- or 20-year period. It will be the investors themselves.” (22) “I would focus on the things that have been good in your life — rather than the bad things that happen. Bad things do happen, but it can often be a wonderful life.” (23) “I cannot have an opinion on every stock every day. The market is a psychotic, drunk, manic-depressive buying and selling 4,000 companies every day. In one year, the [average stock’s] high can be double its low. These businesses are no more volatile than a farm or an apartment building, whose values do not swing so wildly.” (24) “For investors, as a whole, returns decrease as motion increases.” (25) “You don’t have to do exceptional things to get exceptional results. Some people think that if you jump over a 7-foot bar, the ribbon they pin on you is going to be worth more money than if you step over a 1-foot bar. It just isn’t true in the investment world at all.” (26) “Having the right heroes is terribly important. You tell me who a ten-year-old’s heroes are and I can give you a pretty good prediction about how they’re gonna turn out. You want to choose heroes very carefully because you’re gonna look like them at some point.” (27) “If you’re lucky in life, make sure that a bunch of other people are lucky, too.” (28) “If I owned all of Disney, it wouldn’t bother me one bit to write out a check for $40 million after what [Michael] Eisner has done. What bothers me is paying $2 million to some guy who hasn’t done anything.” (29) “You’ll never pay a really top-notch executive — Roberto Goizueta at Coke, Tom Murphy and Dan Burke at Cap Cities, or Eisner — as much as they are worth. The problem is, executive compensation is too homogeneous. We’re paying the .200 hitters too close to the .350 hitters.” (30) “If you have mediocrity and you have a bunch of friends on the board, it’s certainly not the kind of test you put a football team through. If the coach of a football team puts 11 lousy guys out on the field, he loses his job. The board never loses their job because they’ve [hired] a mediocre CEO. So you’ve got none of that self-cleansing type of operation that works with all the other jobs.” (31) “Good managers are so scarce I can’t afford the luxury of letting them go just because they’ve added a year to their age.” (32) “Every now and then, you’ll get an opportunity. And, when they come, they come for fifteen minutes. Some days, it’s raining gold. When it is, you’ve got to be out there. And that will happen periodically.” (33) “When it’s raining gold, reach for a bucket — not a thimble.” (34) “It’s usually a bad mistake to sell your interest in wonderful businesses … If you’re in a business that you understand and you think it’s a really outstanding business, the presumption should be that you just hold it and don’t worry [about it].” (35) “There are no called strikes in the [securities] business. You can sit there and watch thousands of pitches and finally you get one right there where you want it — something that you can understand — and then you swing.” (36) “You’ve got to be prepared — when you buy a stock — to have it go down 50% or more … If you can’t handle it psychologically, then you really shouldn’t own stocks — because you’re going to buy and sell them at the wrong time.” (37) “There is nothing about the price action of a stock that tells you whether you should keep owning it. What tells you whether you should keep owning it is what you expect the company to do in the future.” (38) “When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever.” (39) “Let’s say that I offer to buy you the car of your dreams. You can pick out any car that you want, and when you get out of class this afternoon, that car will be waiting for you at home. There’s just one catch… It’s the only car you’re ever going to get in your entire life. Now, knowing that, how are you going to treat that car? You’re probably going to read the owner’s manual four times before you drive it; you’re going to keep it in the garage, protect it at all times, change the oil twice as often as necessary. If there’s the least little bit of rust, you’re going to get that fixed immediately so it doesn’t spread — because you know it has to last you as long as you live. Here’s the thing: that’s exactly the position you are in concerning your mind and body. You have only one mind and one body for the rest of your life. Isn’t it just as important to take care of your mind and body as it is to take care of that car?” (40) “If you’re smart, you don’t need leverage. If you’re dumb, you have no business using it.” (41) “A climate of fear is [an investor’s] best friend. Those who invest only when commentators are upbeat end up paying a heavy price for meaningless reassurance.” (42) “If we can do one intelligent thing a year, we are ecstatic. You can negotiate us down to one every two or three years without working very hard. That’s all you need. You need very few good ideas in your lifetime.” (43) “A group of lemmings looks like a pack of individualists compared to what happens on Wall Street when it gets a concept in its teeth.” (44) “If you can detach yourself — temperamentally — from the crowd, you’ll get very rich. You don’t have to be very bright, [either] … It doesn’t take brains. It takes temperament.” (45) “I will say this about investing — everything you learn is cumulative. What I learned at 20 is useful to me now. What I learned at 25 is useful to me now.” (46) “Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks.” (47) “When a manager with a reputation for brilliance tackles a business with a reputation for bad economics, the reputation of the business remains intact.” (48) “What an investor should pay today for a dollar to be received tomorrow can only be determined by first looking at the risk-free interest rate.” (49) “I do not hire people I would not want as friends or as neighbors. I work with people who make my life easier. You can’t work with people who make your stomach grind.” (50) “I have in life all I want right here. I love every day. I tap dance in here and work with nothing but people I like. I don’t have to work with people I don’t like.” (51) “Gambling is a tax on ignorance. I find it kind of socially revolting when a government preys on the weaknesses of its citizenry rather than acts to serve them.” (52) “Time is the friend of the wonderful business. You keep compounding, it keeps doing more business, and you keep making more money. Time is the enemy of the lousy business.” (53) “Beware the investment activity that produces applause. The great moves are usually treated by yawns.” (54) “Investing is just about assigning yourself the right story.” (55) “Lose money for the firm and I will be understanding. Lose a shred of reputation for the firm and I will be ruthless.” (56) “You can’t make a good deal with a bad person. We just forget about it. We don’t try to protect ourselves by contracts or due diligence — we just forget about it. We can do fine over time dealing with people who we like and admire and trust.” (57) “I have not put my politics in a blind trust. On the other hand, I don’t speak for Berkshire in doing that … I don’t believe in imposing my views on 370,000 employees and a million shareholders. I’m not their nanny.” (58) “If you’re comfortable with your inner scorecard, I think you’re going to have a pretty happy life. The people who strive too much for the outer scorecard sometimes find that it’s a little hollow when they get all through.” (59) “You can be kind — and the world is better off. I’m not sure that the world will be better off if I’m richer.” (60) “Every year, for nineteen years, I’ve raised the price of candy on December 26. And nineteen years goes by and everyone keeps buying candy. Every ten years, I tried to raise the price of [suit] linings a fraction of a cent — and they’d throw the linings back at me.” (61) “I can go into an emergency ward and write life insurance if you let me charge enough of a premium.” (62) “The key to investing is not assessing how much an industry is going to affect society — or how much it will grow — but rather determining the competitive advantage of any given company and, above all, the durability of that advantage. The products or services that have wide, sustainable moats around them are the ones that deliver rewards to investors.” (63) “We would die — psychologically — if we lost a lot of other people’s money.” (64) “Integrity is absolutely an option. You may not be able to throw a football 60 yards. You may not be able to run the 100 in 9.8 [seconds]. You may not be able to sink three-pointers. But you can choose where you stand on the integrity scale. That is a choice you make.” (65) “You get a compounding of good intentions and good behavior — and, unfortunately, you can get the reverse of that in life, too.” (66) “A friend of mine spent twenty years looking for the perfect woman. Unfortunately, when he found her, he discovered that she was looking for the perfect man.” (67) “Our approach is very much profiting from lack of change rather than from change.” (68) “There are always problems in the future. There are always opportunities in the future. And, in this country, the opportunities have won out over the problems over time — and I think they will continue to do so.” (69) “Who is to say whether it’s better to defer a trip to Disneyland that [your family] will get enormous enjoyment out of, so that when you’re 75 you can have a thirty-foot boat instead of a twenty-foot boat?” (70) “If you aren’t thinking about owning a stock for ten years, don’t even think about owning it for ten minutes.” (71) “Every business school graduate should sign an unbreakable contract promising not to make more than 20 major decisions in a lifetime. In a 40-year career, you would make a decision every two years.” (72) “Part of making good decisions in business is recognizing the poor decisions you’ve made — and why they were poor. I have made lots of mistakes and I’m going to make more mistakes. But, you know, Babe Ruth struck out a lot of times. It’s the name of the game.” (73) “[People] buy a stock and they think if it goes up it’s wonderful and if it goes down it’s bad. We think just the opposite. When it goes down, we love it — because we’ll buy more. And, if it goes up, it kills us to buy more.” (74) “It really isn’t so much having a lot of brilliant decisions. It’s just not really having some terrible ones … Some singles and doubles will produce a lot of runs before you get through.” (75) “If you’re going to do dumb things because a stock goes down, you shouldn’t own a stock at all. Some people are not emotionally or psychologically fit to own stocks — but more of them would be if [they understood that] you’re really buying part of a business.” (76) “Liquidity makes [investors] do stupid things. The fact that you can get out of [an investment] ten minutes later — which you can’t do with a farm or an apartment house — that should be your friend. But they turn it into a negative.” (77) “If it makes a difference to you whether your stocks are down 15% or not, you need to get a somewhat different investment philosophy. People have emotions, but you’ve got to check them at the door when you invest.” (78) “According the name ‘investors’ to institutions that trade actively is like calling someone who repeatedly engages in one-night stands a romantic.” (79) “We never want to count on the kindness of strangers in order to meet tomorrow’s obligations. When forced to choose, I will not trade even a night’s sleep for the chance of extra profits.” (80) “I think I stay healthy partly by being happy. It really helps if your stomach isn’t grinding all the time [because] you’re doing things you don’t want to do or you’re working with people [you don’t like].” (81) “We’ve seen relatively little correlation between investment results and IQ. Not that there are a whole bunch of people out there with 80 IQs that are knocking the cover off the ball — but there are all kinds of people with high IQs that get no place.” (82) “The real test of whether you’re investing from a value standpoint is whether you care whether the stock market is open tomorrow. If you’re making a good investment in a security, it shouldn’t bother you if they close down the stock market for five years.” (83) “I think it helps to be away from lots of chatter. I don’t want to hear what a lot of other people think. I just want a lot of facts. And I want to sit there, unaffected by whether it’s sunny or cloudy outside or anything of the sort, and certainly unaffected by whether the people around me are feeling great or feeling terrible. I just want to look at the facts and see where they lead me. I don’t care what other people think at all.” (84) “None of this means, however, that a business or stock is an intelligent purchase simply because it is unpopular; a [purely] contrarian approach is just as foolish as a follow-the-crowd strategy. What’s required is thinking rather than polling.” (85) “If you have ten good ideas in the rest of your life, you can afford to give away five of ‘em.” (86) “Buyers are most silly when they’re most happy.” (87) “We look for three things when we hire people. We look for intelligence, initiative, and integrity. If they don’t have the latter, the first two will kill you — because if you’re going to get somebody without integrity, you want them dumb and lazy.” (88) “If you learn reasonably well from other people, you don’t have to get any new ideas or do much on your own. You can just apply the best of what you see.” (89) “You want to have certain people in life that you don’t want to disappoint. You want to have people who make you a better person than you otherwise would be.” (90) “The idea of spending loads of time trying to guess how many iPhones or whatever it may be are going to be sold in a given three-month period — to me, it totally misses the point. Nobody buys a farm based on whether they think it’s going to rain next year.” (91) “Overall, we feel extraordinarily lucky to have been dealt a hand in life that enables us to write large [tax] checks to the government rather than one requiring the government to regularly write checks to us — say, because we are disabled or unemployed.” (92) “I just like the feeling of being trusted. You know, that’s a good way to feel in life.” (93) “I have to see over the next mountain, if possible, but then I have to get a lot of other people to look over that mountain with me — and really do the job. They are the ones who get it accomplished. [Leadership] is getting things done through other people.” (94) “You’re only going to live once — so you don’t want to go sleepwalking through life.” (95) “I spent my life working on [Berkshire Hathaway]. I believe Berkshire is as permanent as you can come up with.” (96) “You should be very forgiving of yourself — but not totally forgiving of yourself. There is no sense looking back and saying, 'If I had done this, if I had done that...' Just forget it. Nobody cares. It's history. You can't change it, [but] you can change your behavior going forward.”

Benjamin Graham lost 70% of his fortune in the 1929 Wall Street crash. the idea he built out of that wreckage made Warren Buffett $150 billion. Graham was making $500,000 a year at 25. then the crash hit, and by 1932 his firm had lost nearly 70%. he moved his family into a cheaper home and took side work testifying in court cases to cover bills. he'd watched it happen once before. when Graham was a boy his father died, his mother put the family's remaining money into stocks, and the panic of 1907 wiped them out. he grew up poor watching a widow fail to recover. instead of quitting after the second collapse, he spent years dissecting exactly what went wrong. the answer became margin of safety - the gap between what something is worth and what you pay for it, wide enough that being wrong doesn't ruin you. the second idea was just as simple. a stock isn't a ticker, it's part ownership of a business. and the market isn't an oracle, it's a manic partner he called Mr. Market, quoting a different price every day based on mood rather than reality. he taught all of it at Columbia. Buffett sat in that classroom and later called those two ideas "the basis of everything." the ideas that outlast everyone rarely come from the people who won early. they come from the ones who got destroyed and couldn't walk away without an explanation. bookmark this & comment↓

Akito @itsak1to

3 days ago

Lehman Brothers publicly mocked the hedge fund manager who questioned its books. four months later the $639 billion bank no longer existed. "they've raised billions of dollars they said they didn't need to replace losses they said they didn't have." that was David Einhorn, May

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JUST IN: Nvidia now owns $20 billion of SpaceX

Biggest two-day jump in soft commodities. WisdomTree Agriculture is going almost vertical.

Karel Mercx @KarelMercx

3 days ago

Wisdomtree Agriculture 👀

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Back in 2023, Warren Buffett told CNBC why he chose to invest in five of Japan's top trading companies. "These were big companies. They were companies that I generally understood what they did. Somewhat similar to Berkshire in that they owned lots of different interests. And they were selling at what I thought was a ridiculous price. Particularly, the price compared to the interest rates prevailing at that time." "They all welcomed us in and their results have exceeded our expectations."

Big Tech dominated earnings season: The S&P 500's total market cap has surged +$1.75 trillion since Q2 earnings season began on July 13th. The Technology sector alone accounts for +$1.39 trillion of that gain, or ~79% of the total. Within tech, Microsoft, $MSFT, and Nvidia, $NVDA, added a combined +$1.42 trillion in market cap over this period. By contrast, the other 71 stocks in the sector lost a combined -$22.3 billion. Health Care added +$345.2 billion in value, followed by Financials at +$192.7 billion and Energy at +$174.7 billion. On the other hand, Communication Services lost -$299.6 billion, followed by Utilities at -$88.5 billion and Industrials at -$67.3 billion. Big Tech has never been bigger.

BREAKING: Japan spent a record 15.4 trillion yen ($96.6 billion) last month trying to save the yen from crashing. Despite that, the yen is already back above 160, the same level that triggered the US-Japan coordinated intervention.

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NEXT WEEK IS A BIG WEEK FOR BIG TECH - John Ternus will take over as the CEO of Apple $AAPL from Tim Cook on Tuesday - Tesla's $TSLA Robotaxi launch event will be taking place on Thursday (Maybe a flying car demo?)

Gold prices needed to wipe out all federal debt: - Russia: $5,3K - Eurozone: $44.7K - United States: $153K Rising gold prices can solve global debt problems, as a rise in prices doesn’t hurt any industry. - No factories shut down because gold goes up. - No inflation - No crisis Just gold prices rising significantly

1900: Everyone cooks in tallow, lard and butter. Nobody has heard of a diet. Obesity rate: 3%. 1911: "It's all vegetable." Crisco, made from cotton mill waste, goes on sale. Obesity rate: 3%. 1948: "The fat on your plate is killing you." Obesity rate: 10%. 1961: "Swap the butter for polyunsaturated oils, it's healthier." Obesity rate: 13%. 1977: "Eat less saturated fat, eat more grain." Obesity rate: 15%. 1980: "Avoid too much fat, saturated fat and cholesterol." Obesity rate: 15%. 1984: "Hold the eggs and butter." Obesity rate: 15%. 1990: "Beef tallow out of the fryers." Obesity rate: 23%. 1994: "Fat free, eat as much as you like." Obesity rate: 25%. 2000: Seed oils are in everything. Nobody mentions it. Obesity rate: 30%. 2010: "Keep saturated fat under ten per cent." Obesity rate: 36%. 2015: "Replace saturated fats with unsaturated fats." Same sentence, fifty-four years running. Obesity rate: 38%. 2020: Seed oils are 20% of American calories. Obesity rate: 42%. 2022: "Take the injection." Obesity rate: 42%. 2026: "It's the saturated fat." Obesity rate: 42%. Every one of those instructions is still in force. They have never taken one back. They just add the next one.

@ParrotStock We ll miss you, Parry. We love you kiddo.

🚨BREAKING Advanced Micro Devices ( $AMD ) just revealed their current investments in the recent 13F filing. It includes these 6 stocks…

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$NVDA's dominance is creating a second layer trade. These are the companies supplying the NVIDIA machine. Before a single Blackwell GPU reaches a customer, billions of dollars flow through NVIDIA’s supply chain. That includes: $TSM → makes the chips and handles advanced packaging $SHKY & $MU → supply the high-bandwidth memory (HBM) $ATEYY & $TER → test the chips before they ship $ASX & $AMKR → help assemble and package them $FN & $CSCO → provide the optical and networking infrastructure TSMC is the largest accounting for roughly 37% of NVIDIA's supplier cost base. Then comes SK Hynix at 27%, followed by Micron at 14%. And here's the part that really stands out: NVIDIA now spends an enormous amount on memory. On its latest AI systems, HBM has become one of the most valuable parts of the entire GPU package. As AI models get bigger and more powerful, they need more memory and faster connections between chips. Our PRO analysts have been calling to buy $MU & $SKHY since February now. If you were inside Milk Road PRO, you would have gotten the alpha before it was too late. Use the link below to join PRO so you don't miss out on the next big trades.

Milk Road Stocks @MilkRoadStocks

3 days ago

Here's how legendary investor Stanley Druckenmiller first invested in $NVDA. Druckenmiller didn't know much about Nvidia when he first bought it. He just knew AI was going to be big and he had people around him who told him how to play it. So he bought a meaningful position.

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Breaking: Nvidia, the most valuable company on Earth at $5,500,000,000,000 and the company that makes almost every chip powering AI right now, just revealed their current investments in the recent 13F filing It includes these 8 stocks: • Intel Corp $INTC ~47.3% of the portfolio ~$30,000,000,000 Nvidia put $5,000,000,000 into Intel last year as part of a deal to build AI chips together. That stake is now worth six times what Nvidia paid • SpaceX $SPCX ~33.1% of the portfolio ~$21,000,000,000 This is a new position. Nvidia's stake came through its investment in Elon Musk's AI company xAI, which SpaceX bought earlier this year. SpaceX says its AI data centers, on Earth and in space, will run only on Nvidia chips • CoreWeave $CRWV ~7.4% of the portfolio ~$4,700,000,000 CoreWeave rents out Nvidia's AI chips to companies that need computing power. Nvidia nearly doubled its share count here over the past year, buying more of its own customer's stock • Coherent Corp $COHR ~4.8% of the portfolio ~$3,070,000,000 Coherent makes the lasers and optics that connect AI chips together at high speed inside data centers. Nvidia put $2,000,000,000 in to help build its next generation of AI computers • Nokia Corp $NOK ~3.5% of the portfolio ~$2,210,000,000 Nvidia invested $1,000,000,000 in Nokia to help build AI into 5G and 6G phone networks • Synopsys Inc $SNPS ~3.4% of the portfolio ~$2,150,000,000 Synopsys makes the software engineers use to design computer chips. Nvidia invested $2,000,000,000 so that software gets built with AI in mind, which helps Nvidia design its own chips faster too • Nebius Group $NBIS ~0.5% of the portfolio ~$328,800,000 Nebius runs cloud computers packed with Nvidia's AI chips. Nvidia's stake here is worth nearly five times what it was a year ago, same share count the whole time • Generate Biomedicines $GENB ~0.02% of the portfolio ~$14,100,000 Generate Biomedicines uses AI to design new medicines. That kind of work needs a lot of computing power, so Nvidia's stake ties its chips to more AI drug research

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