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https://x.com/i/lists/1669153613199835138?t=R0mCicxs7zfJE_yOAek4gQ&s=09
The Few Bets That Matter
$AMZN raising GPU prices should be a crystal clear sign the AI trade is healthy.
You don’t raise prices when demand is weak.
You definitely don’t raise prices on two-generation-old GPUs if demand is weak.
Especially not on your most used product: long-term, pre-planned compute.
That’s really all you need to know.
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Fiscal.ai
Google is now officially the 2nd largest company in the world after surpassing Apple.
1. Nvidia: $4.48T
2. Google: $3.95T
3. Apple: $3.8T
$NVDA $GOOGL $AAPL https://t.co/OlqaOgC7rD
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memenodes
Brain: She clearly has no interest in you
Heart: Bro this time he is right https://t.co/QOU4cBS1cV
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The Few Bets That Matter
$ETH gave you the perfect pullback.
While everyone is explaining that Friday's rulling on tariffs will be the new liberation day, crypto is telling you the contrary.
Many other stocks have bullish setups, after weeks/months of everyone telling you the bull run wasn't over.
The irony.
$ETH is ready to burst.
Broke its trendline, reclaimed its moving average, higher highs on dying volume.
One last shakeout before we go👀? https://t.co/foQihXygj2
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memenodes
Greatest edit of all time https://t.co/YUWorH1dyg
genuinely convinced you need a degree in video editing as a prerequisite to be a breaking bad fan LMFAO
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memenodes
Breaking: Crypto! https://t.co/PTeWo3Esyo
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EndGame Macro
A 15 Year High in Bankruptcies Tells You Where the Stress Really Is
Bankruptcies rising are rising especially among small businesses and that tells you higher rates are still working their way through the system. A lot of companies survived the last few years on cheap money and extensions. Now refinancing is harder, costs are higher, and the weakest balance sheets are the first to give. The fact that bankruptcy case backlogs are growing is another quiet signal that stress isn’t just happening, it’s lingering.
What this means for the economy
My view is we’re in a slow burn phase, not a clean break and headline GDP isn’t telling the full story. GDP can look okay even when the economy is weakening underneath, especially when a growing share of consumption is tied up in non discretionary costs like healthcare and insurance. That kind of spending props up the numbers but doesn’t signal real economic momentum. Beneath the surface, credit conditions are tightening, failures are rising, and the stress is concentrating where leverage is highest. Stronger firms and higher income households can keep things looking stable for a while, while smaller, rate sensitive businesses quietly fall behind. The risk is a grinding adjustment with tighter lending, slower hiring, and more defaults in areas that can’t refinance indefinitely, like office real estate and floating rate debt. In plain terms, the economy may still be moving, but it’s doing so on a foundation that’s getting weaker, not stronger.
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memenodes
I know exactly why they didn't choose Nancy for this shot, but I just can't prove it
#StrangerThings5 https://t.co/S9BjOQ5Ca2
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memenodes
crypto as soon as you sell https://t.co/SAdP2miDhc
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EndGame Macro
The groundwork was laid back in October, when China expanded its export control framework on critical materials using licensing as the tool. Silver wasn’t named then, but the message was clear that Beijing was willing to gatekeep strategic inputs. That’s when silver started getting repriced on expectation. The January 1 rules just confirmed what the market had already been leaning into, and that’s why the rally accelerated into December. But by the time silver pushed into the 80s, the story was fully known and fully owned, often with leverage. Once prices stopped going straight up, confidence quietly turned into caution. At that point it wasn’t about whether silver made sense anymore, it was about whether positions could be funded. In thin, year end conditions, that kind of stress turns into fast selling. So in my view this was a positioning and liquidity unwind, not a sudden verdict that the silver story is over.
Silver is down 9% today, giving up most of Friday’s gains. Yet silver stocks, which barely rose on Friday, have lost all of last week’s gains, despite silver being about 10% above the prior week’s close. Following a 14% silver correction, silver stocks are even better buys now.
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Quiver Quantitative
JUST IN: Senator Dave McCormick has now bought up to $1.6M in Bitcoin since entering Congress.
We estimate that he currently holds $3.8M.
McCormick sits on the Senate Subcommittee on Digital Assets.
Full portfolio up on Quiver. https://t.co/XofBlSbigy
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Giuliano
'Live in the library, for chrissake' https://t.co/XrAv8avxaV
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memenodes
crypto traders trying to predict the market
https://t.co/KITCvoc6ju
https://t.co/jGLxJeRGgp
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memenodes
https://t.co/jGLxJeRGgp
https://t.co/pAiarh1M6J
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memenodes
https://t.co/pAiarh1M6J
https://t.co/rCfHGCnsyR
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Quiver Quantitative
BREAKING: President Trump just said that these Republican Senators shouldn't be re-elected.
This could tank Senator Susan Collins' re-election campaign.
BREAKING: The US Senate has advanced a resolution to block Trump from using the military in Venezuela without congressional authorization.
Final vote was 52-47.
Five Republicans voted in favor: Rand Paul, Murkowski, Young, Collins, and Hawley.
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memenodes
Sometimes the heart is deceiving, I’d recommend the brain
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The Few Bets That Matter
Few stocks on my watchlist at compelling price - some would call undervalued, but I am not ready to buy yet.
$NVO
$ADBE
$LULU
$TGT
$NFLX
$JD
$VG
$SE
$MELI https://t.co/NbW76ZTCaZ
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EndGame Macro
When Intelligence Doesn’t Show Up on a Report Card
A lot of really smart people look like bad students when they’re young, and it’s usually not because they lack intelligence. It’s because school tends to reward minds that are comfortable with repetition, linear instruction, and doing work that doesn’t always feel meaningful. Some kids just don’t work that way. They’re curious in a different direction. They question assumptions. They get bored quickly when something feels shallow and then they become completely absorbed when something actually grabs them.
Many highly intelligent people don’t have evenly distributed attention. They have selective attention. They might struggle to sit through a worksheet or a lecture, but give them an idea that clicks and they’ll disappear into it for hours, days, sometimes years. That’s not a lack of focus, it’s focus with a gatekeeper. Their brain is trying to build a full mental model, not just complete the task.
This is where things get messy today. A lot of kids who struggle in school aren’t unfocused in any global sense, they’re selectively disengaged. They can’t pay attention to things that feel empty or repetitive, but they can lock in completely when something actually matters to them. From the outside, those two behaviors look the same, so we often treat them the same. But they’re not. One is a lack of interest, the other is a lack of capacity, and confusing the two leads to a lot of mislabeling.
History makes this pretty clear. Plenty of people who were written off as slow, difficult, or unmotivated early on turned out to be anything but. Einstein clashed with rote learning. Edison had almost no formal schooling. Churchill struggled academically. Steve Jobs was bored and defiant in traditional classes. Branson and Spielberg have talked openly about dyslexia. None of them were bad learners, they just didn’t learn on a timetable or in a format that fit the system they were in.
What really sticks with me is how fast those labels harden. Once a kid is told they’re lazy, unfocused, or not very bright, that story can follow them for years and quietly shape what they believe about themselves. And often the issue isn’t the kid at all. It’s that the system is built to recognize only a narrow band of intelligence. In a world that depends more and more on creative, obsessive, nonlinear thinkers, that’s something we probably need to rethink more carefully than we do.
Elon Musk's teachers thought he was r*tarded https://t.co/xOS60ggBd7
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memenodes
BREAKING: Crypto is down because more people are selling than buying
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memenodes
never lose faith crypto guys, may be the women of your life is not born yet https://t.co/sMFGlm6EZC
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Giuliano
Peniel might be the most well-read person I've come across.
Astounding list of books.
Here are my top ten reads for the year 2025.
1. Make Something Wonderful.
I am struck by how soulful Steve Jobs was, and how little of the book is about business but about why we do things, the reasons bigger than ourselves, that's how he inspired so many. Also gave me the idea to see my work with a magical tinge.
2. Werner Siemens a Brimming spirit. Werner Siemens was an inventor and entrepreneur in the 19th century, Founder of the German company Siemens. His letters quoted throughout the book show a thoughtful, Intelligent, driven, interesting person who wanted to live life fully.
3. Alexander Hamilton By Chernow.
Hamilton was the greatest thing I've ever listened to, being a 19 year old trying to rise up in life through my knowledge. "My Shot" felt like it was written for me. Then I read the book and I fell in love with the man and his times.
4. Whom the Gods Love by Leopold Infeld. If you read through Poor Charlie's Almanac you come across the story of Évariste Galois, who Munger uses as a cautionary tale. He was an absolute genius mathematician, who died at twenty in a duel, I wanted to know why. It changed my life
5. James Watt by Andrew Carnegie. When the richest man in the world at the time writes a biography of another man, I read it. Watt was the genius behind the Industrial Revolution, inventor of the steam engine. It's the most practical book for changing the world, I've ever read
6. The Clockwork Universe.
This book is great. Once in a lifetime experience reading it. It was more last year, but I love it too much. It made all the stuffy scientific figures I never liked in school Hooke, Boyle, Galileo, Newton and others seem human.
7. The War of Art.
This book is why I started blogging and taking creative work seriously. Pressfield held me to a high standard, which I'm nowhere near achieving. Creative work isn't some precious and namby-pamby experience, but it's work, like any other.
8. Oil and Marble.
This novel is beautiful. Stephanie Storey wrote like a Renaissance artist painted, vividly, with bright colors and minute details. Stephanie is passionately in love with Michelangelo and converted me too.
9. An American Saga.
Exceptionally well-written biography. It was by a novelist so he could really write. It follows the story of Juan Trippe and the establishment of the airline industry with the airline Pan Am. It's a monster in detail and I was there for every single one.
10. Surely You're Joking, Mr. Feynman.
It taught me that life is meant to be enjoyed and achievement isn't everything. And the world is beautiful and wonderful in and of itself, and I should seek only to do what is interesting for me and forget about anything else
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memenodes
Crypto summary of 2025
https://t.co/wVqpIC8sYk
crypto traders trying to predict the market
https://t.co/KITCvoc6ju
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memenodes
btc down -3%
alts: https://t.co/UsX8cuMPnq
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memenodes
A trader can stay up until 1am and wake up at 3am, drowning in debt, broke, and losing his mind, staring at numbers that took everything from him, yet still believes that the future will be better https://t.co/gdR4ZltSCm
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Quiver Quantitative
UPDATE: We recently posted a report on a purchase of Amphenol stock by Representative Byron Donalds.
It caught our attention because we'd never seen him trade the stock before.
$APH has now risen 101% since.
Follow for more reports. https://t.co/pBJ9iFSbgp
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memenodes
Men who are keeping sex but deleting women https://t.co/bYH6MQYmSC
Men, delete one forever
Football.
Sex.
Music.
Women.
Money.
Water.
Weed.
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memenodes
ggs to those who sold on 20th Jan and never looked back
Trump pretending to do something for crypto https://t.co/gzupOczQ0E
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memenodes
lord take my pain away and give it to wintermute
wintermute? https://t.co/fhTKYRViKq
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