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The EU has completely fucked Europe. Only one European car makes it into the top 10 best-selling vehicles worldwide. No European company in the global top 10 of tech. No European search engine. No smartphone. No operating system. No streaming platform. No social media giant. No

Fixing impaired immune systems from you know what is going to be a huge business for pharma ~5 years out. Everyone’s T cells are either exhausted or on their way to being exhausted.

I have never made a secret I am too heavy on mags and semis. It allows me to test other positions in penny stonks or mid like $HIMS or $RKLB. I always feel I play with advantage because my multibaggers by far are my mag 6…and $PLTR of course. I feel 0 pressure in bear market or

Zuckerberg hitting super intelligence hard on the call. Most big tech executives debate if superintelligence is a real thing. Zuckerberg is the first to be clear in this belief that it will be real. This is the first major company that has highlighted the machine making the

Time to rerate the multiples for AI companies.

We just wrapped our earnings call. It was a very strong close to our fiscal year. A few highlights:

Most people still underestimate the demand for AI compute. Training, inference, reasoning, AI agents, images, videos, robotics, autonomous vehicles... They all require exponentially more compute. We're still early.

When you read the conference calls tonight from Meta and Microsoft you are blown away by just how smart and quick and prudent and visionary these leaders are. We spend so much time bemoaning our leaders, go listen to these people, and you will be very proud

This was a watershed quarter for Redmond and we are raising price target to $625 reflecting the eye popping cloud and AI strength. This is the next stage of the AI Revolution and Nadella & Co. are dominating this enterprise market for AI. Massive Capex increase bullish 🔥🏆🐂🍿

I still bought CK bras in my size when there was a huge black lady advertising it…I didn’t feel represented but they fit me like a glove. Please get a grip people. The woke stupidity is tiresome

And this is why I trim here and there

Morning! Well… is AI a bubble? Results answered yesterday. We keep raking it in while bears are unbelievably clever. We are in a different world from 1999. Everyone has an AI machine in their smart phones. It’s a new time and no, $NVDA is not Enron

I said I would sell my small position in advanced money dispenser ( formerly known as advanced money destroyer) $AMD because I own $NVDA heavily and other semis. Now, I think $185 is cheap for my selling. We will be talking at $190 about my selling the position. I’m patient

My 8 mags woke up like this. Those of you who follow me for a while know I’ve been in 6 of this 8 since 2016. They have been a relentless money maker and gave me the profits to invest in risk and growth. $TSLA since 2024 but it will wake up. I’m patient. $PLTR end of 2023

Yep. $200 each.

Penny stonks looking like this pre market opening. If you can’t stomach volatility and risk don’t invest in these. The vast majority of my portfolio is mags and semis as I have said many times. I assume my risk. Selling nothing of course. Tomorrow is 1st August and I will see…

BREAKING: TESLA WILL SOON BE EXPANDING ROBOTAXI TO 9 MORE CITIES AND 4 MORE STATES $TSLA

Computing needs affect news ways of computing…Quantum is that other space…here is my pick $IONQ

BTC to € … this is the one part of my portfolio where I am a flake and an active trader. I do buy dips though. I will trim at 104k because reasons

This is the marvel of the mags… they auto feed and join in the $$$ fest. To me, it is win win as I hold $MSFT, $NVDA, $GOOGL, $META, $AMZN and $AAPL since 2016.