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CHRIS CAMILLO JUST LAID OUT HOW TO MAKE $500,000 A YEAR AS AN "AI GUY" FOR LOCAL BUSINESSES His blueprint: 1. Walk into any HVAC, plumbing, or sprinkler business. 2. Ask where they're leaking money. 3. Build them an AI agent that answers after-hours calls, sends instant texts, and gets quotes out in real time. 4. Integrate it with their CRM for free. 5. Charge them $2K-$3K/month to be their "AI guy." Repeat across 10-20 businesses. "There are people right now doing this."
WOLF4,240,523 Aufrufe • vor 3 Monaten
AMD CEO LISA SU HAS SAID THE WORLD NEEDS ANOTHER 100X MORE COMPUTE IN THE NEXT 4-5 YEARS She even coined a unit for where that leads: the yottaflop. That is 10 to the 24th power in flops, a one followed by 24 zeros, roughly 100 times more compute than exists today. Her answer to what all of it is for: today's models are already strong, but "it can get so much better." The use case she calls closest to home is writing software, where AI tools are already lifting developer productivity. "AI is really gonna be everywhere and it's really for everyone." Where she thinks we are: "still in the very early innings of really unlocking the power of AI."
WOLF212,486 Aufrufe • vor 9 Tagen
WARREN BUFFETT ON THE FED'S 2% INFLATION TARGET 🇺🇸: "I WISH THEY HAD A ZERO INFLATION TARGET" His problem with 2%: it "compounds pretty dramatically over time." At that pace, prices double roughly every 35 years. And it sets a quiet floor under everyone's money. In his words, anyone earning less than 2% on their cash is "going backwards." Worse, you may owe tax on the 2% that just kept you even. "I don't like that particular goal."
WOLF186,654 Aufrufe • vor 11 Tagen
JENSEN HUANG WAS ASKED WHO IS USING AI BETTER THAN ANYONE ELSE IN THE WORLD His answer wasn't OpenAI. It wasn't Google. It wasn't even Nvidia itself. Here's what he said on CNBC: "Nobody uses AI better than Meta." He explained that Meta went from a classical recommender system running on CPUs to a generative AI agentic system making recommendations across the entire platform. "Everything from the way social media works and the way they recommend ads and help advertisers create content has fundamentally been changed. And their earnings show it." "That's the reason why they're investing so hard. They see a much larger future potential for it." Mark Zuckerberg $META is spending $70B+ on AI this year.
WOLF724,740 Aufrufe • vor 1 Monat
STANLEY DRUCKENMILLER: "I SHORTED $200 MILLION OF INTERNET STOCKS IN MARCH 1999. IN THREE WEEKS I COVERED THEM AT A $600 MILLION LOSS." "I was short 12 stocks. They all went bankrupt. Every one of them." He was right on every single pick. Still lost $600M. "If you're dead wrong on a long, you can lose 100%. If you're dead wrong on a short, you can lose 10 times your money." "Frankly, I'm not sure I've ever made money in shorts. I've never had a down year, but I'm not sure I've made money in shorts. I like it. It's fun. But you can get your head handed to you." "Don't try that at home."
WOLF1,264,630 Aufrufe • vor 3 Monaten
TWO BILLIONAIRES ONCE SPENT HALF AN HOUR TEARING EACH OTHER APART ON LIVE TV. IT IS STILL ONE THE MOST FAMOUS MOMENTS IN FINANCIAL TELEVISION January 2013. Bill Ackman is short more than $1B of Herbalife $HLF and calling it a pyramid scheme. Carl Icahn calls into CNBC while Ackman is on air, and within a minute the stock is an afterthought. Icahn calls Ackman "a liar," a "crybaby in the schoolyard," and a "major loser." He says he wouldn't invest with him "if you paid me to do it." Ackman answers that Icahn "does not have a good reputation for being a handshake guy" and walks through the decade he spent in court forcing Icahn to pay what he owed, a fight that ended with Icahn writing the check with interest. The anchor can barely get a question in. The NYSE floor is audibly reacting under the broadcast. Icahn refuses to say whether he owns the stock. What he offers instead: Herbalife could become "the mother of all short squeezes." Then he went long, took board seats, and rode it for years. Ackman fought the position until 2018 and walked away with a loss. On Wall Street, as Icahn put it that day: if you want a friend, get a dog.
WOLF128,888 Aufrufe • vor 14 Tagen
JEFF BEZOS SAYS: "WE DON'T HAVE A REVENUE PROBLEM IN THIS COUNTRY. WE HAVE A SPENDING PROBLEM." "A nurse in Queens who makes $75,000 a year pays more than $12,000 a year in taxes." His suggestion: "How about we start by having the nurse in Queens not pay taxes at all? We shouldn't be asking this nurse in Queens to send money to Washington. They should be sending her an apology." The math behind it: "The bottom half of income earners in this country pay only 3% of the taxes." He added the US already has "the most progressive tax system in the world. The top 1% of taxpayers pay 40% of all the tax revenue."
WOLF345,776 Aufrufe • vor 2 Monaten
JEREMY GRANTHAM JUST CALLED THIS THE MOST EXPENSIVE MARKET IN AMERICAN HISTORY The GMO co-founder built his name calling the 2000 and 2021 bubbles. On CNBC, he was asked how far stocks fall when this one breaks. His number is bigger than people expect: Grantham said getting back to trend from here looks closer to a 70% decline than a 50% one. His reasoning is that since 2010, the market's PE has averaged more than 60% above its prior 100-year norm. On timing, he was blunt that nobody can pin it: the peak could come anywhere from two weeks ago to two years from now. On AI specifically, he put it alongside railroads and the internet. World-changing inventions, every one of them accompanied by overinvestment and a temporary collapse where, in his words, everyone in the end loses their shirt. His track record on the size of the drop: he called for a 75% NASDAQ decline in 2000. It fell 82%.
WOLF150,123 Aufrufe • vor 1 Monat
TODAY IS TAX DAY. HERE'S WHAT WARREN BUFFETT SAID ABOUT PAYING TAXES IN 2024 "Berkshire sent in a check for over $5 billion to the U.S. federal government last year." "If 800 other companies had done the same thing, no other person in the United States would have had to pay a dime of federal taxes. No income taxes. No Social Security taxes. No estate taxes. Nothing." "It doesn't bother me in the least to write that check. And I would really hope, with all that America has done for all of you, it shouldn't bother you that we do it."
WOLF420,763 Aufrufe • vor 3 Monaten
HOWARD MARKS ON THE MOST EXPENSIVE LESSON OF SELLING TOO EARLY: "Amazon was $90 in 1999. When the tech bubble burst, it went to $6. It was down 93%." "What if you were smart enough to buy it at $6? Would you have held to $12? What about $60? You've made 10 times your money, would you sell?" "What about when it got to $600? You made 100 times your money. Most people would sell." "At the time I wrote it, Amazon was $3,300. If you sold at $600, you left 85% of the money on the table." "Buffett says he made all his money on 12 ideas. Charlie Munger said he made all his money on 4. The big mistake is getting off too soon."
WOLF319,388 Aufrufe • vor 3 Monaten
RAY DALIO JUST SAID HE THINKS THE AI BUBBLE IS GOING TO POP On Bloomberg, he laid out exactly when, why, and how he sees it happening. He also compared the current market to two specific years: "We are right now rising closer to, not at, the same level in 2000 and the same level in 1929, a specific level where you say, oh no, here's the one that we really need to worry about." On all tech revolutions: "All great technology changes produce bubbles. And the reason they produce bubbles is because nobody can get it exactly right." On the mechanism that pops bubbles: "There's a bubble, and then there's the pricking of the bubble. The pricking of the bubble happens when there's a need for wealth to be sold to get the money." On the wealth gap that comes with it: "A very small percentage of the population is going to do unbelievably and a lot of people won't." On a political solution: "I'm not optimistic on us working together to solve." He says the technology is real. The prices and the debt are the problem.
WOLF183,531 Aufrufe • vor 1 Monat
ARK INVEST JUST SAID STARLINK IS ABOUT TO COMPETE DIRECTLY WITH EVERY MAJOR CELL CARRIER And Brett Winton thinks SpaceX $SPCX is going to beat all of the carriers Here's why: Connectivity today is completely geographically fragmented. You're a Verizon customer in the US, but the second you move to Europe you're someone else's customer. A business operating in 10 countries has 10 different telecom relationships. Starlink fixes that. "That's what Starlink is basically doing, amortizing connectivity across the entire world. That gives them the ability to become a truly global telecom provider, which nobody has been. Nobody can do that today." The next move: SpaceX launches its own cellular brand. Default satellite, fail over to cellular. Right now it's the reverse.
WOLF130,430 Aufrufe • vor 1 Monat
STANLEY DRUCKENMILLER: “I JUST DON’T CARE WHAT I PAID FOR A STOCK. IT’S ABSOLUTELY IRRELEVANT.” “If the reason I bought a stock is no longer the case, I don’t care if I bought it at 60 and it’s 50. I have no emotion whatsoever.” “There’s resistance at certain prices because a bunch of people bought at 60, it went down, and they’ve been waiting 3 or 4 years for it to get back. Meanwhile they could’ve been in something else going up the whole time.” His friends and fellow investors say he’s “entirely unemotional.” His response: “Yes. I’m told that’s true.” Is that the key to his success? “I think it’s a big part of it. Being open-minded and having humility. The only reason you can change your mind is if you’re not arrogant about a position.”
WOLF288,250 Aufrufe • vor 3 Monaten
CHRIS CAMILLO HAS A MASSIVE LONG TERM POSITION IN AMAZON $AMZN STOCK THAT IS NOT CHANGING But on top of that he runs a highly leveraged options position that fluctuates wildly week to week. Chris Camillo's logic: Amazon will always revert back to where it belongs. When he sees Amazon getting punished for reasons that are immaterial to the core thesis, whether that is CapEx concerns, debt issuance, the SpaceX narrative pulling attention away from AI infrastructure names, sector rotation, or index rebalancing, he takes a more levered position. "I'm not trading it as aggressively on a weekly basis. I'm trading it probably more aggressively levered on a monthly basis knowing that if I get wiped out I'm prepared and have more leverage to reinvest deeper in the following month." "Maybe I get blown out on the first one. Possible I get blown out on the second. And then the hope there is that we get more access to real information on the earnings itself and that you can make it back up there." "Sometimes even getting blown out a couple times on these cycles works to your advantage if you have either enough cash or enough capability to dive deeper into leverage to re-up and play it again at a much lower price." "This is a risky game. It's a game that I play with dollars that I can afford to play it with. This is not like my kids' college education that I'm rolling the dice with." "You don't generate outsized returns without taking outsized risk."
WOLF84,069 Aufrufe • vor 1 Monat
PALANTIR $PLTR CEO ALEX KARP SAID SOMETHING HAS "GONE COMPLETELY WRONG" IN AI, THEN NAMED SAM ALTMAN AND DARIO AMODEI The obvious read is a rival talking his book. He flipped that on himself first: "against my own interest... I'm profiting from this." His actual charge is what he says enterprises in this country now believe about the model labs: "I'm gonna chillax and waste my time with tokens, I'm gonna get no value, and they're gonna get my IP." What those customers want instead, per Karp: "control over their compute, their models, their data stack, and their alpha... they wanna know they own the means of production." Then he left one question hanging over the entire token business: "Let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30%? Why are they charging for tokens?"
WOLF57,958 Aufrufe • vor 24 Tagen
BENJAMIN COWEN WENT FROM NASA AND NUCLEAR ENGINEERING TO OVER 1.1 MILLION FOLLOWERS ANALYZING CRYPTO His advice for surviving a bear market comes down to one line: "The bears sound smart, the bulls make money." He explained the rule he repeats to himself constantly: "It's OK to be a bear in a bear market, and it's OK to be a bull in a bull market. It's not OK to remain a bear in a bull market, and it's not OK to remain a bull in a bear market." Cowen says he's been bearish on Bitcoin since late last year, but he's watching for the moment that flips. shoutout Benjamin Cowen
WOLF142,253 Aufrufe • vor 2 Monaten
PAUL TUDOR JONES WENT ON LIVE TV DURING THE 1987 CRASH AND CALLED EXACTLY WHAT WAS HAPPENING The Dow dropped 22% in a single day. The NYSE tape was delayed over 2 hours. Wall Street was in full panic. Jones had been trading it for two weeks. “The market is doing exactly what it always does: fooling 99.9% of people. Wall Street was uniformly unprepared for this magnitude of a drop. And of course that’s why you got it, because that is the nature of the market.” His advice to investors that day: “Everyone needs to get their house in order. Be prudent. Be conservative. Cut back on whatever speculative investments they have. The next few years will be a period of preservation.” He predicted the crash. He traded it. Then he went on TV and told everyone exactly what to do next.
WOLF236,326 Aufrufe • vor 3 Monaten
STANLEY DRUCKENMILLER AVERAGED 30% A YEAR FOR 30 YEARS WITH ZERO LOSING YEARS He explained the one habit behind it, and it has nothing to do with being right often: "A lot of my style is you build a thesis, hopefully one that no one else has built. You put some positions on, and then when the thesis starts to evolve and you see the momentum start to change in your favor, then you really go for it. You pile into the trade. It's what my former partner George Soros was so good at. If you follow baseball, it's a slugging percentage as opposed to batting average."
WOLF127,754 Aufrufe • vor 2 Monaten
Stanley Druckenmiller says, “Invest, then investigate.” “I didn’t know that much about Nvidia. I just knew AI. So we bought it, then did the work.” “If I wait 2-3 months to analyze, I’ve missed the big part of the move. Then I’m psychologically paralyzed.” “It’s hard to buy a stock at 160 when you saw it at 100, even if it’s going to 400.”
WOLF309,423 Aufrufe • vor 5 Monaten