DingyCapital @dingies

telling your brain "i know you don't wanna do the thing and it'll be very uncomfortable for you at first but you can do it buddy. it'll be fine" is actually surprisingly effective. it sounds too simple but that fuckass organ WILL listen to you if you treat it with kindness lol

Night Sky Today @NightSkyToday

a month ago

🚨: Neuroscientists discovered something shocking: your brain doesn't care if your thoughts are true... it just believes whatever you think on repeat

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if you simply: - put health first, then time, then money - delegate everything below your hourly rate - kill notifications and protect your attention like revenue - build systems that run without you for 48 hours - do the opposite of whatever the masses are doing - find the one thing that resets you under pressure - send the DM you keep talking yourself out of - stop saving your real life for a finish line that never comes you'll out-operate 99% of founders grinding themselves into the ground in 2026

Founder Thoughts & Strategies @mogulinfluence

a day ago

The ultimate founder mental-model cheat sheet for staying unstoppable while everyone else burns out. Full masterclass 👇

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Vitamin C megadosing can halt and even reverse late stage, "incurable" cancers. Patients with advanced cancer took 10g of IV vitamin C a day for 10 days, then were maintained on 10g / day of oral vitamin C thereafter. Here's one example of the power of high dose vitamin C. This patient had advanced cancer which spread to his bones. You can see in the X-Ray on the left (prior) how the bone was getting eaten up by the tumor. After using vitamin C, the bone regenerated, and the patient reported clinical / biochemical remission for months. ◇ Promotes oxidative stress (selectively) ◇ Activates p53 ◇ HIF1α decrease ◇ Promotes DNA demethylation ◇ Immune killing / differentiation

Dalton (Analyze & Optimize) @Outdoctrination

9 months ago

Here's one example of the power of high dose vitamin C. This patient had advanced cancer which spread to his bones. You can see in the X-Ray on the left (prior) how the bone was getting eaten up by the tumor. After using vitamin C, the bone regenerated, and the patient

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One of the best article I've read on $NBIS in a while. Ren is always very thorough with his research, definitely worth a read.

Ren @ren_stocks

3 days ago

I'm long $NBIS, and with all the FUD lately I doubled my position this past week. So with $META now dropping the news that it's building a cloud business to sell its excess AI compute, this deep dive feels timely. In it I break down: - Why hyperscalers are renting the overflow

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Could be one of the best AI posts I’ve seen in a while. Kinda long but worth the read.

Paradis Labs @ParadisLabs

2 days ago

Need help building some conviction in your AI names during this market downturn? Read this post. Bookmark it. Come back to it. Let Paradis guide you: In my view, AI names are broadly down for a few reasons: 1. The market viewed $AVGO earnings + guidance as decelerating growth.

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Very well said. And good post 🤖

SandemanStocks @Sandeman52

2 days ago

Could be one of the best AI posts I’ve seen in a while. Kinda long but worth the read.

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@EdLatimore @DisclosedLabs @grok @grok is this bad for $lly stock and or $hims

this should be mandatory reading

Gregory Blotnick @gregoryblotnick

a week ago

"Portfolio Construction and Risk Management: Long–Short Portfolios" by Lee Ainslie (Maverick), 2002

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@SMASIMHO The CEO of Higgsfield said something similar. youtu.be/fpPL5miqq4g

These deep dives are better than anything AI can do. Give @jiahanjimliu a follow if you haven't.

Jim Liu @jiahanjimliu

a month ago

$OUST: The Truth About Elon and Lidar This is my current long term view on Ouster: $OUST. However, with the stock up 67% 1-month, 157% 3-months, the short term is possibly overheated so I'm looking to sell CSP to increase my position. Elon doesn't hate lidar (1). Elon hates

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BRO, Like BRO. I literally said Tesla Optimus need HBM memory first. This is exactly why I rotated all my $TSLA shares to $MU. LIKE ALL OF IT. I PREDICTED THIS SHIT.

Evan @StockMKTNewz

a week ago

Micron $MU CEO Sanjay Mehrotra just said: “Humanoid robots carry 10 times the amount of memory as an average L2+ vehicle. We expect a sustained substantial multi-decade memory demand cycle to begin in the latter part of this decade.” (H/T @wallstengine)

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Banger

Patrick Collison @patrickc

2 weeks ago

I asked Claude about the air conditioning debate in Europe, and it really didn’t pull any punches.

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Finally an adult lego set for me $NBIS

@Funmentalist I know 😘

Northwise have just released their full $NBIS model, with forecasts up until 2030. I have just done some quick calculations, and have come up with the following share price estimates for 2030 based on their own figures and a 10x sales multiple: Bear case = $1090 Base case = $2073 Bull case = $3106 Of course these are based on educated forecasts, and I have a feeling that capex estimates are a little on the low side, especially for 2029 and 2030. There is also the risk of projects being delayed and unforeseen problems arising. However the bear case model accounts for some of these potential issues, and even then we still arrive at a share price that is nearly 4x higher than today's share price. This is precisely why I am not planning on top slicing any of my Nebius shares, despite sitting on a huge profit.

Northwise Project @InvestNorthwise

2 weeks ago

Our full $NBIS model is officially here! Check out the full report in the first comment. Since our first model Nebius received a significant $NVDA investment, a very underrated $META backstop as a financing lynchpin, and is nearing the 20 site mark globally. We continue to

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@CollinRugg Got 4 who wants to buy them?

After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in: 1. Neoclouds: The GPU & Compute landlords. Whoever owns the compute owns what every AI company on the earth needs to grow & succeed. $NBIS - Nebius. Spun out of Yandex, rebuilt as a pure-play AI cloud. Microsoft and Meta committed billions in contracted backlog. The fastest growing neocloud on the board. My favorite pick as a long-term investment. $CRWV - CoreWeave. The American-founded neocloud. SemiAnalysis rated this Neocloud in a class of it's own, which can not be understated. Deals with Anthropic, OpenAI, Meta, Perplexity, Google, Microsoft... the list goes on forever. $HUT - Hut 8. Started as a bitcoin miner, pivoted hard into AI hosting and power infrastructure. Owns the power, not just the GPUs. They're landing deals left and right, definitely an underappreciated sleeper pick. $APLD - Applied Digital. Same playbook. Former crypto miner now building purpose-designed AI data center campuses with long-term hyperscaler leases. $CIFR - data center host for Anthropic's directly, purchased Google TPU v7 Ironwoods (400K units, ~$10B), backed by a 10-year, $3B+ Fluidstack hosting deal where Google guarantees $1.4B of lease obligations for a 5.4% equity stake. One of the only neocloud-adjacent names with real exposure to Google's silicon instead of pure Nvidia GPU rental. 2. Optical / Photonics: Because every GPU is useless if it can't talk to the GPU next to it. $CRDO - Credo. The connectivity layer inside every AI cluster. Active electrical cables and DSPs that scale with every rack hyperscalers deploy. $LITE - Lumentum. Legacy telecom optics company that's become a core 800G/1.6T transceiver supplier for the AI buildout. $ALAB - Astera Labs. Connectivity chips that solve the bottleneck between GPUs, memory, and storage. Pure-play AI infrastructure with almost no legacy drag. $COHR - Coherent. Lasers, optical components, and transceivers spanning the entire photonics stack from datacom to industrial. $MRVL - Marvell. Custom silicon and photonic fabric for hyperscalers. The company quietly inside more AI racks than people realize. 3. Memory: The most cyclical, most violently mispriced sector in semis. HBM demand changed the entire setup. $DRAM - DRAM ETF. One ticker, every important memory company on the planet, including South Korean companies like SK Hynix and Samsung Electronic, companies you CAN'T INVEST IN with most brokerages. $SNDK - SanDisk. Spun off from Western Digital, now a pure-play NAND flash story riding the same supply tightness as everyone else in this sector. $MU - Micron. One of three companies on Earth that makes HBM. The clearest direct line from AI buildout to memory revenue. $WDC - Western Digital. Hard drive and enterprise storage demand riding the same data center capex wave as everything else on this list. $STX - Seagate. The other half of the storage duopoly. Enterprise nearline drives are seeing the same supply crunch dynamics as memory. 4. Analog / Power Semis: Unsexy. Necessary. Every data center, every EV, every robot needs power management silicon that doesn't get the AI premium yet: $MXL - MaxLinear. Smaller-cap analog and mixed-signal play with infrastructure and data center exposure that's still flying under the radar. $STM - STMicroelectronics. European chip giant spanning auto, industrial, and power semis. Way out of favor relative to its diversification. $ON - ON Semiconductor. Power semis for EVs and industrial, now leaning harder into data center power delivery as a growth vector. $VSH - Vishay. Passive components: resistors, capacitors, diodes. Boring until you realize literally everything electronic needs them. $POWI - Power Integrations. High-voltage power conversion chips. Small cap, niche, and positioned for the power efficiency problem AI data centers haven't solved yet. 5. Physical AI / Robotics: It's coming, soon, and the market is beginning to realize it. $OUST - Ouster. Lidar for robotics, industrial, and autonomy. Consolidated the space after merging with Velodyne, now the survivor. $VICR - Vicor. High-density power modules for robotics, AI servers, and defense. Power delivery at the component level, not the rack level. $VPG - Vishay Precision Group. Precision sensors and strain gauges. The torque and force-sensing hardware that gives robots a sense of touch. $AEVA - Aeva. 4D lidar with built-in velocity sensing. Smaller and earlier stage than the rest of this list, highest risk, highest ceiling. $AMBA - Ambarella. Edge AI vision chips. Powers the cameras and perception systems inside cars, robots, and security infrastructure. I believe a portfolio with these 25 names will severely outperform the market over the next few years. I have 7 figures throughout many of these names. These are all names I'm currently invested in, or plan on investing in in the near future. None of this is financial advice.

@Sam_Badawi Reposting this makes me wonder if you are ai or u able to think for yourself or what is the purpose?

@Sam_Badawi Wait he is a 🔮 teller? Tom Lee or Harry Potter what’s his real name?