Tom White @twhite
Catholic | Thinking, Writing, Investing | AMDG | Galatians 6:7 whitenoise.email Peripatetic Joined March 2021-
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Whats strange about soccer: It employs absurd mathematical precision to police offsides, a rule that mostly matters in spirit rather than in strict application. (You just don't want cherrypicking) But its extremely casual about timekeeping, whose literal application matters a ton
15 months ago, Micron, $MU, was worth just $60 billion producing $8.1 billion in quarterly revenue. Today, it's worth $1.3 trillion and producing $41.5 billion in quarterly revenue. Rarely ever does the world experience a revolution like we are seeing right now now.
What just happened? In just 27 minutes, the Nasdaq 100 just fell -1,000 points and the S&P 500 erased -$1 TRILLION without any major headlines. The Nasdaq opened +1% higher then fell -3% between 9:30 AM and 9:57 AM ET. What does it all mean? Let us explain. (a thread)
the latest phenomenon disrupting healthcare is the "AI-enabled patient" this kind of patient has done their homework. they've gone deep with AI on their own condition and sometimes they know more about their specific case than the doctor does. this is perfectly logical, given they've been obsessing over this problem for months/years and the doctor only has fifteen minutes. but some doctors hate this and you can feel it. they get defensive. they brush you off. or they quietly label you as "difficult". a few tips i've learned on how to approach this: 1. lead with the question, not the answer. don't say "i think i have X." say "i've been wondering about X, does that fit what you're seeing?" you still plant the idea, but you hand it to them instead of taking it. 2. bring questions, not conclusions. a patient who says "it's lupus" gets brushed off. a patient who asks "could we rule out lupus?" gets taken seriously. 3. don't cite the AI by name. try saying "i read" or "i came across," not "chatgpt told me." the source kills the credibility. 4. credit them for your homework. "i read up so i wouldn't waste your fifteen minutes." now your prep is a gift to them, not a challenge. 5. ask for the test, not the diagnosis. doctors can say no to your theory but yes to a concrete next step. "can we check my ferritin?" beats "i think it's an iron issue." 6. give them an exit. end with "you know better than me here." it costs you nothing and lowers every wall. it sucks that you have to manage someone's ego to get good care. but the doctor still holds the pen. as long as they sign the script, this is just the reality. let them stay the expert in the room, without challenging their authority, and you'll actually get heard. i don't like it. i can't wait for the day this changes. but until it does, this is how you play the game.
Most of what we call “good content” is no more than fool’s gold.
"You say you don't go to Church because it's full of hypocrites there? I say you're right, but come anyway, we've got room for one more." - Archbishop Fulton J. Sheen
We'll get our revenge during Thanksgiving
Turkey has defeated the USA at the World Cup. 3-2
Imagine being bearish on AI when this is happening. Use your brain!
You can see the AI agentic liftoff at end of December
Read carefully Memory FUD bois
Micron CEO: "With respect to supply, our customers are recognizing that supply shortages in memory and storage will take considerable time to improve. ...we currently do not have line of sight as to when memory supply will be able to catch up with increasing demand." $MU
RIP john adams you would have loved twitter
A 122x ratio might actually be a world record for X.
Happy Father’s Day
Someone should create an index of the companies with the worst ESG ratings so I can invest
It’s a very simple concept, really.
1% of people account for 63% of all violent crimes. 0.2% of people ever commit murder, and **67% of all murders**are committed by people with prior arrests You can literally just fix crime by not tolerating people who show a history of being destructive to society.
This is what American exceptionalism means
@yoamomonstruos Americans truly believe they have a chance at anything. That’s a feature not a bug
Whence shall thy patience attain her crown if no adversity befall thee? -Thomas á Kempis
The storms that are raging around you will turn out to be for God’s glory, your own merit, and the good of many souls. -Padre Pio
I didn’t used to think advertising worked on me, but the World Cup has made me want to buy some crude oil from Saudi Aramco
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