xponential.btc @XponentialMe
Investor in disruptive technology companies. Long $TSLA $PLTR $SOFI $LMND $MSTR $CLOV $DNA $OPEN owl.link/xponential.btc Los Angeles, CA Joined October 2010-
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There Are Files Stored in This Video youtu.be/fhoJK02oD_E?si… via @YouTube
First of all, let me say that I am sorry for you having to suffer. You don’t deserve this. Without fully knowing your situation, I wish all the best for you and a speedy recovery. To answer your question about investments, Clover Health $CLOV is one of my largest positions. Follow @ALSTOCKTRADES and accounts like that to understand the investment thesis. Dr. Alan Albert is a medical doctor in his residency who also has developed his own stock trading software. I do not know him any more than I know you but I think that he is ligit.
This Michael Saylor Speech is Your Last Wake up Call! youtu.be/r2X04I6yGdY?si… via @YouTube
WATCH: Gerard Holland lays out the staggering cost of renewable energy a... youtu.be/sRhNOv1Uo4M?si… via @YouTube
Awesome video. The images are AI generated, even the host, but the content is extremely well researched, accurate and well presented. The True Origin of Central Banking: What Historians Get Wrong youtu.be/NJ7NZvLXnpY?si… via @YouTube
I Built an LLM From Scratch youtu.be/YmLp8qe87A0?si… via @YouTube
Rock on, Jimmy Song! @jimmysong Bitcoin OG Has A Confession To Make | Jimmy Song youtu.be/vDMVrl06Q6E?si… via @YouTube
$CLOV This week the market handed us a preview of the next decade. Stripe, alongside Advent International, has made a $60.50 per share cash offer to acquire PayPal, a deal valued at more than $53 billion and roughly a 28 percent premium, with PayPal's board expected to meet within days to weigh it. Think about what that really means. PayPal is the elder statesman of digital payments, a company that has been around forever yet was never intellified, never truly electrified by artificial intelligence. It grew stale, and now a younger, sharper, AI native company is circling to absorb it. We just watched GameStop attempt the same play with eBay. This is not a coincidence. This is a pattern. The companies that have been supercharged by the artificial intelligence race are no longer content to compete with the incumbents. They intend to buy them. So here is my prediction, and I want you to remember where you read it. Clover Health is a Medicare Advantage company whose artificial intelligence platform, Clover Assistant, has demonstrated the ability to reduce medical cost ratio by roughly 1,500 basis points. That is fifteen percent, in an industry where single digits move markets. Its subsidiary, Counterpart Health, is now spreading like wildfire. Go look at the hiring and expansion visible on LinkedIn. We do not yet know exactly which major Medicare Advantage plan they are servicing, but the growth tells its own story. Consider this a warning to every Medicare Advantage plan still resisting Counterpart, whether because they believe they can build their own version or because they are convinced the fax machine will carry them into the future. The insurers that refuse to take this seriously will eventually be countered by a Counterpart growing so rapidly that it becomes the Stripe of healthcare intelligence. And just as Stripe is now reaching to buy a stale PayPal, I predict Clover Health will one day grow large enough to acquire the stale, incumbent Medicare Advantage giants themselves. The regulatory winds make this outcome even harder to escape, because healthcare is a regulated industry and the rules are changing. Clover's ongoing litigation victory against HHS is giving everyone a taste of what the future looks like. We already know CMS intends to strip away the administrative measures that incumbents have leaned on for years to flatter their star ratings while their actual clinical quality remained poor. Anyone reading this can testify to the denials, the prior authorization maze, the maddening peer to peer calls with a physician who has not practiced medicine in years. When those administrative crutches are removed and star ratings focus purely on clinical care quality, the picture transforms. I have already shown you the analysis from a PhD demonstrating that under clinically focused metrics, Clover leaps from 3.5 stars to 4.5 stars. Pair that with Clover being ranked the number one PPO plan in the nation on HEDIS quality measures for two consecutive years, and you are looking at a prognostic indicator of exactly what this company is becoming. So what happens to the incumbents, the old plans, the stale PayPals of insurance? If they refuse to adapt to clinical quality metrics, they will be left in the wind and ultimately forced onto Counterpart anyway. And here is the irony. The ones that hold out will likely be penalized by the government for weak HEDIS quality scores, receiving less funding while more flows to those actually delivering quality care. But I will simply allude to the deeper truth: even the plans that do adopt Counterpart will feed it data that makes Counterpart stronger, which in turn makes Clover's own Medicare Advantage business mightier and ready to enter any market it chooses. That is why I say Clover Health sits in a position where it wins on every branch of the tree. The incumbents have already lost. Checkmate was written on the wall three years ago. I saw it then, and now I am simply waiting for the industry, and for the Wall Street analysts, to catch up. Even Warren Buffett, in one of his recent sit downs with Becky Quick, spoke bluntly about how little faith he places in the judgment of Wall Street analysts, and on this one, history is about to prove the point. The board is set. The pieces are moving. All that remains is for everyone else to look up and see it. Until next time, Albert Alan, MD
@AdamBLiv A new metric. Example: $MSTR shares per Bitcoin. Strategy Going To $5T OR Zero? | Pio & Grain of Salt youtube.com/live/Mae4-SI5H… via @YouTube
Really worth reading.
Socialists imagine a class struggle. In their made-up fantasy the CEO is in competition with low level workers, the wealthy entrepreneur is stealing from the underpaid nurse. In reality, workers do not compete vertically they compete horizontally. Entrepreneurs compete with
What Climate Science Actually Says vs. What You've Been Told It Says youtu.be/nl__O_QGIR4?si… via @YouTube
@gregisenberg I nominate @michael_cioni who helped sell frame(dot)io to Adobe and is working on a new company called Strada. Check it out here: strada.tech Full disclosure: I am an investor in this company.
🚨 SHOCKING POLL JUST DROPPED — Even CNN can’t hide it anymore! 76% of BLACK Americans DEMAND nationwide Voter ID! 85% of White voters 82% of Latino voters EVERY major group is OVERWHELMINGLY saying YES to the SAVE Act! Senator John Thune — these numbers need to get through your thick skull RIGHT NOW. America has spoken. Stop the excuses. PASS THE SAVE ACT TODAY or explain to every voter why you’re ignoring 80%+ of the country! This is NOT optional. 🇺🇸🔥 Tag @JohnThune @SenateGOP @GOP RETWEET if you want real election integrity!
Two hundred and fifty years ago, a band of patriots gathered in Philadelphia and changed the course of history. What followed was eight years of war, sacrifice, and an unshakable belief that liberty was worth fighting for. Against all odds, they defeated the greatest empire on earth and founded a republic unlike any before it. Their courage secured the blessings of liberty for generations of Americans. Today, we celebrate 250 years of American Independence. As @POTUS has said, the best is yet to come. Happy Independence Day, and God bless the United States of America.
250 years ago, a group of disruptors decided to create a better system, and the greatest country in the world was born. Let’s make sure we keep building the future right here. Happy Independence Day! 🇺🇸
Awesome video. Everyone who is afraid that AI will take jobs should watch this video. @maxinomics Why AI Isn’t Going to Take Your Job youtu.be/zRv5kW5mAxM?si… via @YouTube
The US Constitution was the most important political innovation ever, but it's missing two important things: 1) A cap on the growth of government spending 2) A requirement for hard-backed currency Without them, every democracy drifts toward more debt and eventual loss of reserve currency status (see The Changing World Order). The US is $39T in debt, and adding $1T roughly every 100 days, with interest payments now exceeding the defense budget. There is no mechanism to stop it. Politicians get elected by promising free stuff using other people's money. Some voters get a benefit today, while the negative impact of the spending goes to future generations who can't vote yet. The incentive structure is broken. What fixes it? A new constitution somewhere on the frontier (Mars, special economic zones, cyberspace), an amendment that aligns incentives in the current system (politically challenging), or hyper economic growth (AI + robotics + crypto) to outpace inflation.
.@friedberg explains what the Politburo is: “The Politburo is the leaders who elect themselves to dictate the flow of the economy, the allocation of capital, what work individuals are allowed to do, and what activities they’re allowed to do in an unfree society, which is what they’re creating. They are the true oligarchs. And this is Elizabeth Warren, Bernie Sanders, Ro Khanna. This is the group that is trying to coalesce power and create for themselves a system whereby they have greater influence, greater control over aspects of the economy. They want to seize the means of production. They want to control education. They want to control media. And anytime there’s an effort by an individual enterprise, or an individual themselves, to go out and build a business and succeed and do something that’s outside of their scope and their span of control, they lose their minds over it. And that’s what we’re seeing. So I react to their tweeting and their bullshit, where they’re basically trying to contort things about inequality and fairness and justice, when the truth is they are the rising empire, the evil empire in Star Wars. They are the folks who want to take from all of us what we were endowed with when this nation was started, and what many people came to this country for, which is individual freedom and liberty, the ability to build a business in peace, the ability to make decisions, to do what you want with your own assets, and to have functionally private property. And they’re taking it all away. And they’re trying to take it all away. And we’re watching, piece by piece, step by step. So they are forming a politburo where they can effectively control the economy, control education, control the media, and tell us all what we can and can’t do and say. And it’s frustrating to me to watch it because it’s masqueraded as bullshit virtue, as justice, as equity. It’s a bunch of nonsense words that they use to try and make themselves seem virtuous when, at the end of the day, they are fundamentally evil.”
@AlbertAlan @ALSTOCKTRADES Congratulations!!
For anyone who has discounted or otherwise argued against $SNAP as a stock, understand that Evan Spiegel is playing the long game. How to win when software is not a moat | Evan Spiegel (Snapchat CEO) youtu.be/-7Yol5vX5xw?si… via @YouTube
NTrades @NStockTrades
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Ale - S.C.A.L.A. AI O... @SCALAAIOS
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Eddie @EdMoneys
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cheerful optimist @scared_pro
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Joyful Joey @joey_joyful
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Setzeus 🇺🇸 @setzeus
3K Followers 2K Following Programming, prose, product. Everything Bitcoin @setdevbtc @bitscriptapp @bitcoin_yield @getcofund | @bitcoinbadgers 🇺🇸 🇲🇽
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Marc Andreessen 🇺�... @pmarca
5.5M Followers 32K Following You’re not talking to someone who woke up a loser. That loser attitude, that loser premise makes no sense to me.
Dave Lee @heydave7
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Farzad 🇺🇸 🇮�... @farzyness
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Doctor Profit 🇨�... @DrProfitCrypto
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nifty, ideas guy @niftynei
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198 Followers 272 Following I'm working on learning how to use the markets for upwards mobility $TSLA $PLTR $NVDA $CLOV $NRGV $SOFI $SMR














