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A man worth $1.8 billion just shared his portfolio. It's 98% risky assets. Lloyd Blankfein, former CEO of Goldman Sachs, reveals how he invests his own money. 98% risky. 95% equities. Barely any diversification. It's almost all big tech: Google, Microsoft, Nvidia, plus riskier names like Oracle. As he... show more

My First Million

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28,055 просмотров • 1 месяц назад •via X (Twitter)

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Lloyd Blankfein ran Goldman Sachs for ~12 years. Here's how he invests his own money now: - no team. just him. - no computer. an iPad and a phone. - 98% in risky assets, about 75% individual stocks - he day trades it himself, every day "It takes a lot of discipline not to look at my screen while I'm talking to you."

Lloyd Blankfein ran Goldman Sachs for ~12 years. Here's how he invests his own money now: - no team. just him. - no computer. an iPad and a phone. - 98% in risky assets, about 75% individual stocks - he day trades it himself, every day "It takes a lot of discipline not to look at my screen while I'm talking to you."

Sam Parr

46,127 просмотров • 1 месяц назад

Lloyd Blankfein, former CEO of Goldman Sachs, broke down his entire personal trading setup: portfolio: 98% risky assets. 75-90% single stocks. mostly big tech hyperscalers plus "second tier" names slightly below blue chip. "i invest in risky assets. that's what's fun for me." "do you have a team? oh, just me." hardware: no computer. an iPad and a phone. information source: texting and calling people. "somebody will text me. i'll text them. then i'll get tired of tapping things out because of my fat fingers. so i just call people up." frequency: trades every single day. multiple times. "it's taking a lot of discipline not to look at my screen while i'm talking to you right now." "some people listen to music. to me, the market is like music. it's out there. it's going on." has he outperformed the market? "yes, i have for a while. it's because of where i focused, tech, energy, and financial services. i know a lot about financial services having been in financial services." the former CEO of Goldman Sachs. manages his own money. on an iPad. alone. focused on three sectors he actually knows. and beats the market. sometimes the edge isn't the model. it's 40 years of pattern recognition and a phone full of the right contacts.

Lloyd Blankfein, former CEO of Goldman Sachs, broke down his entire personal trading setup: portfolio: 98% risky assets. 75-90% single stocks. mostly big tech hyperscalers plus "second tier" names slightly below blue chip. "i invest in risky assets. that's what's fun for me." "do you have a team? oh, just me." hardware: no computer. an iPad and a phone. information source: texting and calling people. "somebody will text me. i'll text them. then i'll get tired of tapping things out because of my fat fingers. so i just call people up." frequency: trades every single day. multiple times. "it's taking a lot of discipline not to look at my screen while i'm talking to you right now." "some people listen to music. to me, the market is like music. it's out there. it's going on." has he outperformed the market? "yes, i have for a while. it's because of where i focused, tech, energy, and financial services. i know a lot about financial services having been in financial services." the former CEO of Goldman Sachs. manages his own money. on an iPad. alone. focused on three sectors he actually knows. and beats the market. sometimes the edge isn't the model. it's 40 years of pattern recognition and a phone full of the right contacts.

Goshawk Trades

1,067,710 просмотров • 1 месяц назад

"I know you well enough to know you worry enough for the both of us." That's how Warren Buffett skipped due diligence on a $5 billion deal. Lloyd Blankfein, former CEO of Goldman Sachs, tells the story: It was the 2008 crisis. Goldman Sachs wanted to shore up confidence, so Lloyd called Warren. In just one phone call, he invested $5 billion. No paperwork, no diligence. Goldman Sachs didn't need money. Buffett's name was the whole deal. Full episode: Sam Parr

"I know you well enough to know you worry enough for the both of us." That's how Warren Buffett skipped due diligence on a $5 billion deal. Lloyd Blankfein, former CEO of Goldman Sachs, tells the story: It was the 2008 crisis. Goldman Sachs wanted to shore up confidence, so Lloyd called Warren. In just one phone call, he invested $5 billion. No paperwork, no diligence. Goldman Sachs didn't need money. Buffett's name was the whole deal. Full episode: Sam Parr

My First Million

37,295 просмотров • 1 месяц назад

ex-CEO of Goldman Sachs just revealed his entire portfolio - 98% equities, 90% single stocks - and he trades every single day from his iPad "the difference between somebody who's really really good and somebody who can't make it is not that great" "I thought SpaceX was overpriced at $100 billion - they're now proposing $1.75 trillion" "I've known people in high office - after they finish speaking they say how did I do - they want affirmation - people are a lot more insecure than you think" bookmark & watch the full podcast ↓

ex-CEO of Goldman Sachs just revealed his entire portfolio - 98% equities, 90% single stocks - and he trades every single day from his iPad "the difference between somebody who's really really good and somebody who can't make it is not that great" "I thought SpaceX was overpriced at $100 billion - they're now proposing $1.75 trillion" "I've known people in high office - after they finish speaking they say how did I do - they want affirmation - people are a lot more insecure than you think" bookmark & watch the full podcast ↓

Сarm1ne

996,789 просмотров • 1 месяц назад

🥜: Hong has his own vibe. On his hyper days he is wildly hyper and talks a ton. But on days when he has to wake up early he goes completely silent just disappears like he disconnected or left the group chat. He's just gone. There was this one day we had an early morning flight to go abroad, and it felt like Hong wasn't even there with us. He became thin air, like he was just slowly fading away. 💬: Really? 🥜: Yeah his energy is so low when he wakes up early. But when he's hyped up he goes all out. 💬: How extreme does he get when he's hyped? 🥜: He talks a lot! He always has his stories. And when he tells them it’s so fun to listen to. You know what I mean? He's super extra and full of emotion. He's a really good storyteller. 💬: Is it fun only for him? 🥜: No it's fun for everyone else too. 💬: Are you guys just spoiling him? 🥜: No he just starts going "Ah-tu-tu-tu-tu”and his tongue gets all twisted. He can't speak fast enough to catch up with his thoughts. It’s like his brain works faster than his mouth. 💬: Well, he is the main rapper. 🥜: Exactly Can't argue with that because he really can rap like a boss

🥜: Hong has his own vibe. On his hyper days he is wildly hyper and talks a ton. But on days when he has to wake up early he goes completely silent just disappears like he disconnected or left the group chat. He's just gone. There was this one day we had an early morning flight to go abroad, and it felt like Hong wasn't even there with us. He became thin air, like he was just slowly fading away. 💬: Really? 🥜: Yeah his energy is so low when he wakes up early. But when he's hyped up he goes all out. 💬: How extreme does he get when he's hyped? 🥜: He talks a lot! He always has his stories. And when he tells them it’s so fun to listen to. You know what I mean? He's super extra and full of emotion. He's a really good storyteller. 💬: Is it fun only for him? 🥜: No it's fun for everyone else too. 💬: Are you guys just spoiling him? 🥜: No he just starts going "Ah-tu-tu-tu-tu”and his tongue gets all twisted. He can't speak fast enough to catch up with his thoughts. It’s like his brain works faster than his mouth. 💬: Well, he is the main rapper. 🥜: Exactly Can't argue with that because he really can rap like a boss

𝑹𝒖𝒎𝒊 🎀

31,802 просмотров • 2 месяцев назад

Ryan Clark reveals how he spent his first $1 million from the NFL “I didn’t make any big purchases.” “My first car after making my first million was a Chevy Avalanche.” “It cost about $30,000.” “I was fired up about it.” “We bought a townhouse.” “When we were able to buy our own home, that townhouse became our first investment property.” “I just sold it a couple of years ago.” “That was what really opened me up to investing.” “It felt like less of a risk because I already owned it.” “From there, we kept building our real estate portfolio.”

Ryan Clark reveals how he spent his first $1 million from the NFL “I didn’t make any big purchases.” “My first car after making my first million was a Chevy Avalanche.” “It cost about $30,000.” “I was fired up about it.” “We bought a townhouse.” “When we were able to buy our own home, that townhouse became our first investment property.” “I just sold it a couple of years ago.” “That was what really opened me up to investing.” “It felt like less of a risk because I already owned it.” “From there, we kept building our real estate portfolio.”

Isaac Bassey

52,766 просмотров • 18 дней назад

GQ Spain shared a video on TikTok with their thoughts on Hudson Williams’ matador inspired custom Balenciaga look. “In the end, it's not just a look, it's a full story. From bathrobe to suit, Hudson Williams proposes a kind of transformation, almost as if he were showing the process of becoming a star in real time. In the end, you may like it more or less, but for it to be his first time, he's understood perfectly what it's all about.” Big thanks to Hudson Williams En Español for adding the English captions to this! 💙

GQ Spain shared a video on TikTok with their thoughts on Hudson Williams’ matador inspired custom Balenciaga look. “In the end, it's not just a look, it's a full story. From bathrobe to suit, Hudson Williams proposes a kind of transformation, almost as if he were showing the process of becoming a star in real time. In the end, you may like it more or less, but for it to be his first time, he's understood perfectly what it's all about.” Big thanks to Hudson Williams En Español for adding the English captions to this! 💙

Fan Hudson Williams Source

23,006 просмотров • 3 месяцев назад

Warren Buffett just warned that some of the biggest names in AI might collapse soon. And he said it while revealing he had personally put $31 billion into one of them... Google, Microsoft, and Amazon are now laying out hundreds of billions in capex to stay in the AI race. Buffett called that real money, the kind that was never required back when software was cheap to run. He said these companies have no choice but to keep spending at this scale, because none of them can afford to be the one that blinks. In his own words, they are "playing a game they don't want to play." But the one AI company Buffett actually bought is Google. Berkshire now holds a stake worth more than $31 billion, and for weeks Wall Street assumed the credit belonged to Greg Abel, who took over as CEO in January and ran the position up on his watch. But Buffett admitted he "initiated" the investment. He usually never reveals who makes a call. The Google position already sits behind only Apple and American Express in Berkshire's stock portfolio, and last month Berkshire bought $10 billion of it directly from the company in a private placement. Then he undercut his own trade. When asked why he chose Alphabet over the rest of the Mag 7, Buffett said he does not even like it as much as four or five other businesses Berkshire already owns. He bought it the way he buys anything, as a good company available at a fair price. For years he waved off the Apple question by calling it a consumer company. This time he let the AI label on Google stand, and bought it anyway. Buffett also said the vast majority of what Wall Street pushes, on the order of 90 to 95%, is merchandising, because Wall Street only cares whether it can sell you something. He said he cannot remember the last research report that dug into the actual returns a business earns. Everyone fixates on next quarter instead. He also brought up IBM, which owned its market for decades until a rival offered its customers a better deal and its best business cracked. He brought up A&P, the biggest retailer in America in the 1930s, a company he said held a commanding position that later vanished completely. Buffett was describing the AI leaders as much as anyone: The most dominant company on Earth today is not promised to be dominant in ten years. So the most famous technology skeptic in investing put $31 billion into the AI trade and at the same time warned that the companies leading it are stuck in a war with no exit. What does Buffett see coming that the rest of the market doesn't?

Warren Buffett just warned that some of the biggest names in AI might collapse soon. And he said it while revealing he had personally put $31 billion into one of them... Google, Microsoft, and Amazon are now laying out hundreds of billions in capex to stay in the AI race. Buffett called that real money, the kind that was never required back when software was cheap to run. He said these companies have no choice but to keep spending at this scale, because none of them can afford to be the one that blinks. In his own words, they are "playing a game they don't want to play." But the one AI company Buffett actually bought is Google. Berkshire now holds a stake worth more than $31 billion, and for weeks Wall Street assumed the credit belonged to Greg Abel, who took over as CEO in January and ran the position up on his watch. But Buffett admitted he "initiated" the investment. He usually never reveals who makes a call. The Google position already sits behind only Apple and American Express in Berkshire's stock portfolio, and last month Berkshire bought $10 billion of it directly from the company in a private placement. Then he undercut his own trade. When asked why he chose Alphabet over the rest of the Mag 7, Buffett said he does not even like it as much as four or five other businesses Berkshire already owns. He bought it the way he buys anything, as a good company available at a fair price. For years he waved off the Apple question by calling it a consumer company. This time he let the AI label on Google stand, and bought it anyway. Buffett also said the vast majority of what Wall Street pushes, on the order of 90 to 95%, is merchandising, because Wall Street only cares whether it can sell you something. He said he cannot remember the last research report that dug into the actual returns a business earns. Everyone fixates on next quarter instead. He also brought up IBM, which owned its market for decades until a rival offered its customers a better deal and its best business cracked. He brought up A&P, the biggest retailer in America in the 1930s, a company he said held a commanding position that later vanished completely. Buffett was describing the AI leaders as much as anyone: The most dominant company on Earth today is not promised to be dominant in ten years. So the most famous technology skeptic in investing put $31 billion into the AI trade and at the same time warned that the companies leading it are stuck in a war with no exit. What does Buffett see coming that the rest of the market doesn't?

Ricardo

230,317 просмотров • 23 дней назад

PROOF THAT AI IS A PONZI SCHEME (and why it's the reason for Bitcoin's crash): Nvidia just posted the most insane earnings in tech history. $31.9 billion in profit. $57 billion in revenue. 65% profit jump year-over-year. Stock rallied immediately. Then 18 hours later, it dropped 5%. And when people looked closer at the numbers, they found something absolutely wild... The Unpaid Bills Nobody Talked About: Nvidia's accounts receivable jumped to $33.4 billion. That's up 89% in one year. Translation: $33 billion worth of "sales" that haven't been paid yet. The average wait time for payment went from 46 days to 53 days. That extra week of waiting? $10.4 billion that may never turn into actual cash. They're booking revenue. But customers aren't paying. The Inventory That Shouldn't Exist: Unsold chip inventory surged 32% in three months to $19.8 billion. Meanwhile, Nvidia's CEO keeps saying demand is "insane" and they can't make chips fast enough. If demand is so crazy, why is inventory piling up? Either customers aren't buying with cash, or the demand story is bullshit. The Profit vs Cash Problem: Nvidia reported $19.3 billion in profit. But only generated $14.5 billion in actual cash flow. That's a $4.8 billion gap. Their profit-to-cash conversion is 75%. TSMC and AMD? Over 95%. When profit doesn't turn into cash, something's wrong. Here's Where It Gets Insane: The money is going in circles. And the same dollars are being counted as revenue multiple times. Follow this: - Nvidia gave xAI $2 billion - xAI borrowed $12.5 billion to buy Nvidia chips - Microsoft invested $13 billion in OpenAI - OpenAI committed $50 billion to Microsoft's cloud - Microsoft ordered $100 billion in Nvidia chips for that cloud - Oracle gave OpenAI $300 billion in cloud credits - OpenAI used those credits to order Nvidia chips for Oracle data centers The money goes in a circle. Nvidia → xAI → Nvidia Microsoft → OpenAI → Microsoft → Nvidia Oracle → OpenAI → Oracle → Nvidia Everyone books revenue. Nobody's actually paying cash. It's financial engineering disguised as growth. The Smart Money Already Left: Peter Thiel sold his Nvidia stake. SoftBank dumped massive positions. Michael Burry (the guy who called 2008) bought $1.1 billion in put options betting Nvidia crashes. They saw the numbers before everyone else did. And they got out. The Bitcoin Collapse: Bitcoin crashed almost 30% from $126,000 to $89,567. Why does this matter? AI startups use Bitcoin as collateral for loans. If Nvidia's crisis deepens, those startups get margin called. They're forced to sell Bitcoin to cover. Which crashes Bitcoin further. Which triggers more margin calls. Analysts think it could hit $52,000 if this unravels. The MIT Reality Check: OpenAI is valued at $157 billion. MIT released a study saying 95% of AI projects will never be profitable. Not "might struggle." NEVER be profitable. The entire sector is built on inflated expectations. What Happens Next: February 2026: Nvidia's Q4 report shows how many bills are 60+ days overdue. March 2026: Credit agencies start downgrading Nvidia and related companies. April 2026: First earnings restatements hit. The whole thing unwinds. Some experts are calling this a Ponzi scheme. No formal fraud investigation yet. But the structure is there: - Use new investor money to pay old investors - Inflate revenue with circular deals - Book sales before receiving cash - Keep the music playing until someone asks for their money Nvidia executives deny everything. Say it's real growth. Real demand. Real transformation. But the numbers don't lie. $10.4 billion in delayed payments. $19.8 billion in unsold inventory. $4.8 billion profit-to-cash gap. Circular funding loops inflating revenue. This is either the biggest tech transformation in history, or the biggest financial engineering scam since 2008. The next three months will tell us which one it is. What are you betting on?

PROOF THAT AI IS A PONZI SCHEME (and why it's the reason for Bitcoin's crash): Nvidia just posted the most insane earnings in tech history. $31.9 billion in profit. $57 billion in revenue. 65% profit jump year-over-year. Stock rallied immediately. Then 18 hours later, it dropped 5%. And when people looked closer at the numbers, they found something absolutely wild... The Unpaid Bills Nobody Talked About: Nvidia's accounts receivable jumped to $33.4 billion. That's up 89% in one year. Translation: $33 billion worth of "sales" that haven't been paid yet. The average wait time for payment went from 46 days to 53 days. That extra week of waiting? $10.4 billion that may never turn into actual cash. They're booking revenue. But customers aren't paying. The Inventory That Shouldn't Exist: Unsold chip inventory surged 32% in three months to $19.8 billion. Meanwhile, Nvidia's CEO keeps saying demand is "insane" and they can't make chips fast enough. If demand is so crazy, why is inventory piling up? Either customers aren't buying with cash, or the demand story is bullshit. The Profit vs Cash Problem: Nvidia reported $19.3 billion in profit. But only generated $14.5 billion in actual cash flow. That's a $4.8 billion gap. Their profit-to-cash conversion is 75%. TSMC and AMD? Over 95%. When profit doesn't turn into cash, something's wrong. Here's Where It Gets Insane: The money is going in circles. And the same dollars are being counted as revenue multiple times. Follow this: - Nvidia gave xAI $2 billion - xAI borrowed $12.5 billion to buy Nvidia chips - Microsoft invested $13 billion in OpenAI - OpenAI committed $50 billion to Microsoft's cloud - Microsoft ordered $100 billion in Nvidia chips for that cloud - Oracle gave OpenAI $300 billion in cloud credits - OpenAI used those credits to order Nvidia chips for Oracle data centers The money goes in a circle. Nvidia → xAI → Nvidia Microsoft → OpenAI → Microsoft → Nvidia Oracle → OpenAI → Oracle → Nvidia Everyone books revenue. Nobody's actually paying cash. It's financial engineering disguised as growth. The Smart Money Already Left: Peter Thiel sold his Nvidia stake. SoftBank dumped massive positions. Michael Burry (the guy who called 2008) bought $1.1 billion in put options betting Nvidia crashes. They saw the numbers before everyone else did. And they got out. The Bitcoin Collapse: Bitcoin crashed almost 30% from $126,000 to $89,567. Why does this matter? AI startups use Bitcoin as collateral for loans. If Nvidia's crisis deepens, those startups get margin called. They're forced to sell Bitcoin to cover. Which crashes Bitcoin further. Which triggers more margin calls. Analysts think it could hit $52,000 if this unravels. The MIT Reality Check: OpenAI is valued at $157 billion. MIT released a study saying 95% of AI projects will never be profitable. Not "might struggle." NEVER be profitable. The entire sector is built on inflated expectations. What Happens Next: February 2026: Nvidia's Q4 report shows how many bills are 60+ days overdue. March 2026: Credit agencies start downgrading Nvidia and related companies. April 2026: First earnings restatements hit. The whole thing unwinds. Some experts are calling this a Ponzi scheme. No formal fraud investigation yet. But the structure is there: - Use new investor money to pay old investors - Inflate revenue with circular deals - Book sales before receiving cash - Keep the music playing until someone asks for their money Nvidia executives deny everything. Say it's real growth. Real demand. Real transformation. But the numbers don't lie. $10.4 billion in delayed payments. $19.8 billion in unsold inventory. $4.8 billion profit-to-cash gap. Circular funding loops inflating revenue. This is either the biggest tech transformation in history, or the biggest financial engineering scam since 2008. The next three months will tell us which one it is. What are you betting on?

Ricardo

212,902 просмотров • 8 месяцев назад

(about Concerto) 🔮: i'm so proud and happy that 🎭 was there. it's no secret at all that he's very hard working and that he does a lot behind the scenes and a lot of practice. 🔮: and that he's one of the most hardworking people that any of us have ever known but i don't know if you guys realize there's a lot that you don't see. 🔮: it's just really incredible, he is a true testament to seeing somebody reap what they've sown and harvesting all of the plants and fruit and crops that they have sown and planted over months and months and years of hard work and dedication. 🔮: this is just the epitome of everything, it's a combination of everything that he has worked for and done over these years. everything that he has said about how he felt. all of his feelings, thoughts and struggles and everything that he has shared already with everyone and with you guys. 🔮: it's all so real and authentic so i'm really happy and glad to see that he is getting his flowers. he's getting lots of flowers, he's getting his bouquets finally. i as his genmate, as a part of Noctyx, i can only hope to get to that same level. 🔮: it's so inspiring, isn't it? even when i have moments where i feel like i wanna give up or maybe i shouldn't work as hard, it's people like him that really give you that motivation and inspiration to keep going because everything that you do and work for will be worth it in the end. 🔮: i'm gonna make sure on my end that i can catch up to these two. i have a lot of catching up to do, don't i? 🥹🥹🥹💜🧡

(about Concerto) 🔮: i'm so proud and happy that 🎭 was there. it's no secret at all that he's very hard working and that he does a lot behind the scenes and a lot of practice. 🔮: and that he's one of the most hardworking people that any of us have ever known but i don't know if you guys realize there's a lot that you don't see. 🔮: it's just really incredible, he is a true testament to seeing somebody reap what they've sown and harvesting all of the plants and fruit and crops that they have sown and planted over months and months and years of hard work and dedication. 🔮: this is just the epitome of everything, it's a combination of everything that he has worked for and done over these years. everything that he has said about how he felt. all of his feelings, thoughts and struggles and everything that he has shared already with everyone and with you guys. 🔮: it's all so real and authentic so i'm really happy and glad to see that he is getting his flowers. he's getting lots of flowers, he's getting his bouquets finally. i as his genmate, as a part of Noctyx, i can only hope to get to that same level. 🔮: it's so inspiring, isn't it? even when i have moments where i feel like i wanna give up or maybe i shouldn't work as hard, it's people like him that really give you that motivation and inspiration to keep going because everything that you do and work for will be worth it in the end. 🔮: i'm gonna make sure on my end that i can catch up to these two. i have a lot of catching up to do, don't i? 🥹🥹🥹💜🧡

luna 🧸

28,664 просмотров • 2 месяцев назад

Stanley Druckenmiller talks about Nvidia and how he "invests then investigates". Couldn’t “spell Nvidia” or didn’t know earnings but jumped in and made 6x in 2 years ($1B+ profit before exiting in 2024). How it went down: ▫️ Early 2022, started seeing Stanford students switch from crypto to AI projects. ▫️His "superstar" analysts brought this to his attention and he asked around Silicon Valley network about AI. ▫️Wanted to make an AI investment and his partner said Nvidia (Druck bought "enough to get hurt or make some money"…forced him to keep track). ▫️ChatGPT launches two weeks later...immediately realizes "enormity" of opportunity and Druck doubles the position. ▫️Listens to a Morgan Stanely macro analyst call and they mention AI bigger than any macro trend...Druck (after experiencing ChatGPT) doubles the position again. He’s fully bought into AI as a “massive massive change”. Pattern recognizing on previous major tech changes in his career, he knows Nvidia will keep running for at least 2-3 years as the rest of market catches up and re-rates. He holds even as his tech-expert investor network sells Nvidia. Expects to hold long-term but sells it all in 2024 at $800 a share (he got in $100-$150). Nvidia quickly runs to $1,400 and he “felt sick”. Says his biggest mistakes are always “selling too soon”, but that’s just part of game of investing for him. “My advantage is not IQ, it’s trigger pulling,” he says.

Stanley Druckenmiller talks about Nvidia and how he "invests then investigates". Couldn’t “spell Nvidia” or didn’t know earnings but jumped in and made 6x in 2 years ($1B+ profit before exiting in 2024). How it went down: ▫️ Early 2022, started seeing Stanford students switch from crypto to AI projects. ▫️His "superstar" analysts brought this to his attention and he asked around Silicon Valley network about AI. ▫️Wanted to make an AI investment and his partner said Nvidia (Druck bought "enough to get hurt or make some money"…forced him to keep track). ▫️ChatGPT launches two weeks later...immediately realizes "enormity" of opportunity and Druck doubles the position. ▫️Listens to a Morgan Stanely macro analyst call and they mention AI bigger than any macro trend...Druck (after experiencing ChatGPT) doubles the position again. He’s fully bought into AI as a “massive massive change”. Pattern recognizing on previous major tech changes in his career, he knows Nvidia will keep running for at least 2-3 years as the rest of market catches up and re-rates. He holds even as his tech-expert investor network sells Nvidia. Expects to hold long-term but sells it all in 2024 at $800 a share (he got in $100-$150). Nvidia quickly runs to $1,400 and he “felt sick”. Says his biggest mistakes are always “selling too soon”, but that’s just part of game of investing for him. “My advantage is not IQ, it’s trigger pulling,” he says.

Trung Phan

212,623 просмотров • 5 месяцев назад

🚨 DOT-COM 2.0 IS ALREADY HERE A $2 trillion AI economy built on the same dollars being passed in a circle I'm not being dramatic. The accounting trick is right there in the filings The scariest part? It's all 100% legal Here's how it works: A tech giant gives an AI startup billions in "investment." The contract forces that startup to spend the exact same money renting servers from… the tech giant. The tech giant then books that server usage as brand new "cloud revenue." Translation: they're paying themselves with their own money and calling it a sale. Look at Microsoft and OpenAI. Microsoft "invested" $13 billion in OpenAI. Most of it never left Microsoft - it was cloud credits that could only be spent on Microsoft servers. OpenAI used those credits to train its models. Microsoft turned around and recorded that exact spend as new cloud revenue That's why OpenAI's annual cloud bill is now $60 BILLION For a company doing only $25 BILLION in actual revenue It's not a customer. It's a recycled funding loop Anthropic runs the exact same script: $2.66 billion paid to AWS in 9 months - basically 100% of everything Anthropic earned. And it gets worse Every time these AI startups raise at a higher valuation, the tech giants mark up their equity and book the paper gain as PROFIT. Q1 2026: ➮ Alphabet reported $62.6B in profit. $28.7B of it (nearly half) was just a paper markup on Anthropic. ➮ Amazon reported $30.3B in profit. $16.8B of it was the same Anthropic paper gain. While Amazon was reporting record profits, its actual free cash flow collapsed 95% to just $1.2 billion Because they had to spend $44.2 BILLION in REAL money building data centers Real cash going out. Paper "profits" coming in Now here's where it gets dangerous: ➮ Microsoft has 49% of its $627 billion future backlog tied to OpenAI alone ➮ Oracle has 54% of its $553 billion pipeline depending on OpenAI alone Trillions of dollars of "demand" resting on one or two unprofitable startups If this all sounds familiar, it should This is 2001 all over again Back then, Global Crossing and Qwest swapped identical fiber-optic capacity with each other just to book fake sales Qwest had to erase $1.4 billion in fake income Global Crossing went bankrupt The only difference between then and now? The dot-com swaps were illegal Today's AI loop is fully legal under current accounting rules That's not a comfort. That's a warning Legal doesn't mean safe. It just means nobody can stop it before it blows up And here's the part most people don't realize: Every 401k, every index fund, every retirement account in America is being forced to buy more of these tech stocks every month. The loop inflates the stock prices The funds chase the prices The chase inflates them further Until the day the music stops and there's no real cash underneath. Don't worry though - my system flags the exact moment the market shifts from caution to DANGER. You'll be warned before it hits, like always. All you need to NOT miss my next call is to keep NOTIFS ON

Reflection🪩

3,868,930 просмотров • 2 месяцев назад

Kyle Forgeard reveals he spends $600,000 a year on private jets "Yeah, my business manager called me the other day, and he's like, 'Bro, this PJ... this PJ budget's up. We gotta bring this down. We gotta bring this down this year.'" "How much was the budget?" "Ah, probably like 600,000." "600,000?" "$600,000 on private jets?" "Yeah. It could be worse. I mean, here's the thing..." "Listen, I haven't bought... I haven't bought my own jet yet." "I was about to say. And I saw Steve doing it. Steve has his own..." "Just had his jet." "You gotta get a pilot. You gotta pay for the gas. So I'm like... it's really only... it's when I just really need to be somewhere that's beneficial for my business, too. You know what I'm saying?" "Cuz a commercial flight like... let's say it's like I get a call and it's like, 'Yo, you gotta be here tomorrow at like 8:00 AM,' and there's no flights. It's like, 'All right, I'm gonna pull trigger on that' and do it, and it's just kind of like part of it"

Kyle Forgeard reveals he spends $600,000 a year on private jets "Yeah, my business manager called me the other day, and he's like, 'Bro, this PJ... this PJ budget's up. We gotta bring this down. We gotta bring this down this year.'" "How much was the budget?" "Ah, probably like 600,000." "600,000?" "$600,000 on private jets?" "Yeah. It could be worse. I mean, here's the thing..." "Listen, I haven't bought... I haven't bought my own jet yet." "I was about to say. And I saw Steve doing it. Steve has his own..." "Just had his jet." "You gotta get a pilot. You gotta pay for the gas. So I'm like... it's really only... it's when I just really need to be somewhere that's beneficial for my business, too. You know what I'm saying?" "Cuz a commercial flight like... let's say it's like I get a call and it's like, 'Yo, you gotta be here tomorrow at like 8:00 AM,' and there's no flights. It's like, 'All right, I'm gonna pull trigger on that' and do it, and it's just kind of like part of it"

Lunix Twin

1,252,307 просмотров • 2 месяцев назад

Gavin Baker: "I think Anthropic is worth $3 trillion today - that's roughly where it would trade as a public company - but they're mistaken that open source is bad for AI - it just kills the labs' margin and hands it to the infrastructure" this is him explaining what he actually invests in - and why his last call on this show is up 14x His words: "OpenAI launched their own chip and basically said 'f you' to Jensen - don't be surprised if Nvidia starts an OpenAI competitor - you heard it here first" "Nvidia is the American open source champion - they can release GLM 5.2 or better whenever they want" "DRAM is probably going to be 30 to 40% of all hyperscaler capex next year. hundreds of billions of dollars going straight to DRAM - it's wild" "there's a whole segment on X focused on bottlenecks - I call them the bottleneck bros. they do some work with Claude, find some esoteric Japanese company" bookmark & watch today ↓

Gavin Baker: "I think Anthropic is worth $3 trillion today - that's roughly where it would trade as a public company - but they're mistaken that open source is bad for AI - it just kills the labs' margin and hands it to the infrastructure" this is him explaining what he actually invests in - and why his last call on this show is up 14x His words: "OpenAI launched their own chip and basically said 'f you' to Jensen - don't be surprised if Nvidia starts an OpenAI competitor - you heard it here first" "Nvidia is the American open source champion - they can release GLM 5.2 or better whenever they want" "DRAM is probably going to be 30 to 40% of all hyperscaler capex next year. hundreds of billions of dollars going straight to DRAM - it's wild" "there's a whole segment on X focused on bottlenecks - I call them the bottleneck bros. they do some work with Claude, find some esoteric Japanese company" bookmark & watch today ↓

bodila

104,664 просмотров • 9 дней назад

As always, while watching some scenes from the episode, I get this déjà vu. And this time it happened during the hospital scene. I’m honestly 100% sure that the earlier almost miscarriage situation was intentional. It felt like they wanted to show us Serhat’s reaction when his child and the woman carrying his child were in danger and then later contrast it with his reaction when the woman he truly loves, the other half of his soul, is the one fighting for her life. I will never stop appreciating Ilhan’s acting. From episode one people doubted him, saying he only had one expression. But back then that was Serhat… the controlled doctor, M’s husband, the surgeon who keeps everything inside. Now he’s completely different. The emotional shift is almost 180 degrees from that version of Serhat. From the cave scene to the hospital scene the emotions were already intense, but the hospital was a masterpiece. The way he could barely stay standing, the way he allowed himself to cry openly even though his guards were around him! he didn’t care. Because the woman he loves had just been lifeless in his arms. And look at the details: he went down on his knees twice in this episode for her. A man as powerful and towering as a mountain fell to his knees because he felt utterly helpless! First in the cave, when he realized he was helpless! she was fainting, the venom in her blood was faster than anything he could do, and his strength meant nothing in that moment. Then again in the hospital, when he finally reached his limit and simply couldn’t stay standing anymore😭 And this is the same man who showed almost no emotion when his father died. The same man who barely reacted when his mother had a heart attack. The same man who stayed composed when his legal wife nearly miscarried. The contrast is INSANE. thank you, #ilhanşen 🥹 Thanks to everyone who wrote Serhat’s character this way, and thanks to Ilhan for delivering it so powerfully. And thanks for all the tiny micro-details that people like me (the ones obsessed with details) will always notice.😭🤏🏻 #HalefKöklerinÇağrısı

As always, while watching some scenes from the episode, I get this déjà vu. And this time it happened during the hospital scene. I’m honestly 100% sure that the earlier almost miscarriage situation was intentional. It felt like they wanted to show us Serhat’s reaction when his child and the woman carrying his child were in danger and then later contrast it with his reaction when the woman he truly loves, the other half of his soul, is the one fighting for her life. I will never stop appreciating Ilhan’s acting. From episode one people doubted him, saying he only had one expression. But back then that was Serhat… the controlled doctor, M’s husband, the surgeon who keeps everything inside. Now he’s completely different. The emotional shift is almost 180 degrees from that version of Serhat. From the cave scene to the hospital scene the emotions were already intense, but the hospital was a masterpiece. The way he could barely stay standing, the way he allowed himself to cry openly even though his guards were around him! he didn’t care. Because the woman he loves had just been lifeless in his arms. And look at the details: he went down on his knees twice in this episode for her. A man as powerful and towering as a mountain fell to his knees because he felt utterly helpless! First in the cave, when he realized he was helpless! she was fainting, the venom in her blood was faster than anything he could do, and his strength meant nothing in that moment. Then again in the hospital, when he finally reached his limit and simply couldn’t stay standing anymore😭 And this is the same man who showed almost no emotion when his father died. The same man who barely reacted when his mother had a heart attack. The same man who stayed composed when his legal wife nearly miscarried. The contrast is INSANE. thank you, #ilhanşen 🥹 Thanks to everyone who wrote Serhat’s character this way, and thanks to Ilhan for delivering it so powerfully. And thanks for all the tiny micro-details that people like me (the ones obsessed with details) will always notice.😭🤏🏻 #HalefKöklerinÇağrısı

Maurora🫦

18,260 просмотров • 4 месяцев назад

Amanda Seyfried reveals Harvey Weinstein bought Lovelace after she stopped his car, then his brother's company trashed the movie and threw it away Amanda: "I remember seeing him drive away. This was pre everybody admitting that he was the way everybody knew he was" Adam Brody: "I knew he was scary, but I actually didn't know to the extent" Amanda: "I had heard a few rumors" "I remember seeing him in a car and I'm like, 'Harvey.' Oh, I'm so stupid. Slow motion, he's rolling down his window and I'm like, 'Are you gonna come to Lovelace tomorrow?'" "He's like, 'I'm supposed to fly out in the morning. When is it?' And I was like, 'It's at boop boop boop.' And he was like, 'I'll make it there.' And I was like, 'He's gonna come'" "Then he came, he showed up, he's like, 'I bought it.' And I gave him the biggest hug. And I'm like, 'Oh my God, thank you'" "It was actually his brother's company, who just f*cking trashed it, and threw it away, and didn't do anything with it" "But it was just the excitement with which the whole room was buzzing. Harvey bought it and he was like the big papa of the room. But it's just the way it was" "We all needed him to want our project if it was an indie, because that meant it was gonna go somewhere"

Amanda Seyfried reveals Harvey Weinstein bought Lovelace after she stopped his car, then his brother's company trashed the movie and threw it away Amanda: "I remember seeing him drive away. This was pre everybody admitting that he was the way everybody knew he was" Adam Brody: "I knew he was scary, but I actually didn't know to the extent" Amanda: "I had heard a few rumors" "I remember seeing him in a car and I'm like, 'Harvey.' Oh, I'm so stupid. Slow motion, he's rolling down his window and I'm like, 'Are you gonna come to Lovelace tomorrow?'" "He's like, 'I'm supposed to fly out in the morning. When is it?' And I was like, 'It's at boop boop boop.' And he was like, 'I'll make it there.' And I was like, 'He's gonna come'" "Then he came, he showed up, he's like, 'I bought it.' And I gave him the biggest hug. And I'm like, 'Oh my God, thank you'" "It was actually his brother's company, who just f*cking trashed it, and threw it away, and didn't do anything with it" "But it was just the excitement with which the whole room was buzzing. Harvey bought it and he was like the big papa of the room. But it's just the way it was" "We all needed him to want our project if it was an indie, because that meant it was gonna go somewhere"

sara

835,948 просмотров • 22 дней назад

Joe Rogan reveals one of his best friends became allergic to meat after being bitten by a Lone Star tick. He says the problem "just didn't exist" 30 years ago. Now it's "ubiquitous," and it's spreading. ROGAN: "So now we have these f*cking creeps from the World Economic Forum that are talking about the dangers of eating meat, right? ... They're saying that there is almost a moral obligation to create a tick or to create more ticks that would have this alpha gal in them." GALANTE: "The one that makes you allergic to meat?" ROGAN: "Yes." GALANTE: "So they're saying that they want more of that?" ROGAN: "Yes! The guy was talking about. Not only that, I have a buddy who has it. My friend Evan from Black Rifle Coffee." GALANTE: "Oh, yeah, I know Evan." ROGAN: "Yeah. One of my best friends. Love him to death. Evan has it bad, and it f*cks him up. "He's allergic to red meat. Like, it f*cks up all of his blood work. His body's a mess." GALANTE: "And he picked it up, hiking and hunting?" ROGAN: "Picked it up. He got a tick, and he didn't know, and he got. He got bit. My friend Bert Kreischer, his wife's family, half of them have this f*cking problem now." GALANTE: "No way!" ROGAN: "Yeah." GALANTE: "Are they from the east coast?" ROGAN: "Tennessee... It's a Lone Star tick... This one tick carries this thing, and they think that that might perhaps be genetically engineered as well. "It's crazy, because there was no alpha gal problem 30, 40 years ago. It just didn't exist. Now all of a sudden, it's, like, ubiquitous. It's all over the place!"

Joe Rogan reveals one of his best friends became allergic to meat after being bitten by a Lone Star tick. He says the problem "just didn't exist" 30 years ago. Now it's "ubiquitous," and it's spreading. ROGAN: "So now we have these fcking creeps from the World Economic Forum that are talking about the dangers of eating meat, right? ... They're saying that there is almost a moral obligation to create a tick or to create more ticks that would have this alpha gal in them." GALANTE: "The one that makes you allergic to meat?" ROGAN: "Yes." GALANTE: "So they're saying that they want more of that?" ROGAN: "Yes! The guy was talking about. Not only that, I have a buddy who has it. My friend Evan from Black Rifle Coffee." GALANTE: "Oh, yeah, I know Evan." ROGAN: "Yeah. One of my best friends. Love him to death. Evan has it bad, and it fcks him up. "He's allergic to red meat. Like, it fcks up all of his blood work. His body's a mess." GALANTE: "And he picked it up, hiking and hunting?" ROGAN: "Picked it up. He got a tick, and he didn't know, and he got. He got bit. My friend Bert Kreischer, his wife's family, half of them have this fcking problem now." GALANTE: "No way!" ROGAN: "Yeah." GALANTE: "Are they from the east coast?" ROGAN: "Tennessee... It's a Lone Star tick... This one tick carries this thing, and they think that that might perhaps be genetically engineered as well. "It's crazy, because there was no alpha gal problem 30, 40 years ago. It just didn't exist. Now all of a sudden, it's, like, ubiquitous. It's all over the place!"

The Vigilant Fox 🦊

131,601 просмотров • 10 дней назад

🚨Nick Fuentes says stick a fork in the Trump Admin, it’s DONE! “Trump is old, he's tired. He's not funny, he's low energy, he's monotonous. His movement is dead. His movement is not dynamic, his movement has been captured. Look at who's at Mar-a-Lago, it's all grifters. When Trump started, it was all true believers. When Trump started, it was like him and like a dozen people with a dream. And they were bootstrapping it. They were just doing these rallies, flying by the seat of their pants, and they're like, can we win? I don't know, we're going to try. And all the careerists and all of the parasite, political class, they hated Trump. Now they're all in Mar-a-Lago. Now Mar-a-Lago is just the king's court and it's all ass-kissers and brown-nozers and grifters and shills and the worst people imaginable, his endorsements have become a business, access to him, photos with him have become a business. Like all of the shills from ‘15 are now on the inside. All the people that hated MAGA are now the biggest MAGA supporters. Trump has been fully assimilated, he has fully been compromised by the GOP. And there's nothing risky, nothing edgy, there's no entrepreneurial spirit. Look what happened to Elon Musk. Elon Musk came in. He was maybe the last push because he's a little younger and he bought Twitter and, you know, he's the rocket man and everything like that. Elon came in with DOGE, he got chewed up and spit out in three months. Elon was a little bit of energy, like, you know, he was kind of like a little shock therapy for MAGA and he lasted three months. He said, we're going to come in and we're going to bring in all these young guys and we're just going to move fast and break things, we could just do things. He got chewed up and spit out in three months!”

🚨Nick Fuentes says stick a fork in the Trump Admin, it’s DONE! “Trump is old, he's tired. He's not funny, he's low energy, he's monotonous. His movement is dead. His movement is not dynamic, his movement has been captured. Look at who's at Mar-a-Lago, it's all grifters. When Trump started, it was all true believers. When Trump started, it was like him and like a dozen people with a dream. And they were bootstrapping it. They were just doing these rallies, flying by the seat of their pants, and they're like, can we win? I don't know, we're going to try. And all the careerists and all of the parasite, political class, they hated Trump. Now they're all in Mar-a-Lago. Now Mar-a-Lago is just the king's court and it's all ass-kissers and brown-nozers and grifters and shills and the worst people imaginable, his endorsements have become a business, access to him, photos with him have become a business. Like all of the shills from ‘15 are now on the inside. All the people that hated MAGA are now the biggest MAGA supporters. Trump has been fully assimilated, he has fully been compromised by the GOP. And there's nothing risky, nothing edgy, there's no entrepreneurial spirit. Look what happened to Elon Musk. Elon Musk came in. He was maybe the last push because he's a little younger and he bought Twitter and, you know, he's the rocket man and everything like that. Elon came in with DOGE, he got chewed up and spit out in three months. Elon was a little bit of energy, like, you know, he was kind of like a little shock therapy for MAGA and he lasted three months. He said, we're going to come in and we're going to bring in all these young guys and we're just going to move fast and break things, we could just do things. He got chewed up and spit out in three months!”

Chris Nelson 🏝️🇺🇸

962,138 просмотров • 8 месяцев назад

I’m a big fan of Nikhil Kamath's WTF Podcast. A few months ago, when I watched an episode on the Creator Economy featuring some of India’s biggest and most successful content creators, I started wondering: what’s the scene of creator economy in Kannada? That’s how the idea of doing a Creator Economy episode for ಮುಂದೆ ಬನ್ನಿ was born. Creator Economy is not just about videos and likes, it’s also about how creators build culturally relevant content, get their audiences and brand associations, and how brands are now putting big chunks of their marketing money on these influencers to drive real sales and conversions. And when I thought doing an episode on this, two names came to mind immediately: Vicky Pedia and Raghu Gowda. Both have millions of followers. Both are really grounded personalities inspite of being celebrities in their own sense. And both have stories worth telling. Take Vickypedia for example - he had a plan to dedicate 10 years of his life to an uncertain goal: becoming a successful content creator. He was completely relentless in this pursuit. And like Paulo Coelho says in The Alchemist: when you truly follow your calling, the world conspires to make it happen. Raghu Gowda’s story is similar. He worked as a system administrator in an IT firm for 6–7 years. But his passion was always content creation. He started making content with whatever tools he had. When he saw traction and realized people enjoyed it, he created a 6-month financial buffer for his family and jumped into content full-time. When someone puts their heart and soul into their craft and relentlessly pursues it, success becomes inevitable. So here’s a masterclass, here’s a fun space where you can laugh, learn, and also understand the playbook of the Creator Economy in Kannada. We loved making this episode, and I hope you’ll love watching it too. Full episode: 👇👇 Don't forget to subscribe to the channel and share the episode with your friends. Kiran Kodlady | ಕಿರಣ್ ಕೊಡ್ಲಾಡಿ ಶಿಶಿರ್ Ashok Karanth

Vasant Shetty | Building Mundhe Banni

80,848 просмотров • 10 месяцев назад