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UPDATED GROWTH PORTFOLIO EXPOSURE Performance: • Growth Portfolio: +383% (88% CAGR) • $ARKK: +154% • $QQQ: +148% • $SPY: +84% Exposure: • AI Hardware | 23% • Space Economy | 20% • Digital Platforms | 15% • Healthcare | 13% • Edge AI | 8% • AI Power |... show more

Shay Boloor

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587,966 次观看 • 4 个月前 •via X (Twitter)

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CURRENT GROWTH PORTFOLIO EXPOSURE • New Age of Defense: 34% • Healthcare: 20% • Digital Platforms: 16% • AI Hardware: 11% • AI Power: 10% • Edge AI: 9% The portfolio currently has 16 positions with an average market cap of ~$3.7B Performance: • Growth Portfolio: +268% • $ARKK: +92% • $QQQ: +64% • $SPY: +54%

CURRENT GROWTH PORTFOLIO EXPOSURE • New Age of Defense: 34% • Healthcare: 20% • Digital Platforms: 16% • AI Hardware: 11% • AI Power: 10% • Edge AI: 9% The portfolio currently has 16 positions with an average market cap of ~$3.7B Performance: • Growth Portfolio: +268% • $ARKK: +92% • $QQQ: +64% • $SPY: +54%

Shay Boloor

323,751 次观看 • 5 个月前

I sat down with Jordi Visser to discuss 2025 performance, outlook for 2026, the rapid impact of artificial intelligence on productivity / GDP / economic growth, bitcoin's rise or fall, and how individuals can use AI tools to create more value in their work and lives. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:55 - 2025 market recap and biggest lessons 13:53 - 2026 outlook: can GDP growth accelerate? 20:36 - 2026 asset outlook: stocks, commodities, crypto 27:51 - How to using AI to make better decisions and investing ideas 32:42 - Silvia tax/parenting use cases and better portfolio construction with AI 39:47 - Karpathy’s tweet: AI is changing programming 48:23 - Building apps and tools with AI and importance of curiosity + persistence 1:00:02 - 2026 prediction: task-specific AI agents 1:04:12 - Health, longevity, and Jordi’s new Substack

I sat down with Jordi Visser to discuss 2025 performance, outlook for 2026, the rapid impact of artificial intelligence on productivity / GDP / economic growth, bitcoin's rise or fall, and how individuals can use AI tools to create more value in their work and lives. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:55 - 2025 market recap and biggest lessons 13:53 - 2026 outlook: can GDP growth accelerate? 20:36 - 2026 asset outlook: stocks, commodities, crypto 27:51 - How to using AI to make better decisions and investing ideas 32:42 - Silvia tax/parenting use cases and better portfolio construction with AI 39:47 - Karpathy’s tweet: AI is changing programming 48:23 - Building apps and tools with AI and importance of curiosity + persistence 1:00:02 - 2026 prediction: task-specific AI agents 1:04:12 - Health, longevity, and Jordi’s new Substack

Anthony Pompliano 🌪

40,283 次观看 • 7 个月前

Bitcoin just had its largest week in history. Jordi Visser and I discuss what happened, why the rally should be sustainable, and what to expect from bitcoin going forward. We also break down the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms

Bitcoin just had its largest week in history. Jordi Visser and I discuss what happened, why the rally should be sustainable, and what to expect from bitcoin going forward. We also break down the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms

Anthony Pompliano 🌪

278,145 次观看 • 8 天前

Leveraged ETFs are reshaping the AI trade even though they only make up 1% of the market. I sat down with Direxion ETFs global strategist Bilal S. Little to unpack what investors are mispricing right now, how risk appetite is changing, the role of income in a modern portfolio and the mechanics of leverage. Bilal has worked in the biggest financial institutions in the world from every angle of the investment business. TIMESTAMPS: 0:00 - What the market is mispricing 2:24 - Macro data 4:41 - Jobs data 6:05 - Shift to thematic investing 8:30 - Income ETFs 11:48 - Leverage 15:19 - Risk appetite 17:28 - Building portfolios 20:54 - Most compelling opportunities 23:03 - Direxion LETFs

Leveraged ETFs are reshaping the AI trade even though they only make up 1% of the market. I sat down with Direxion ETFs global strategist Bilal S. Little to unpack what investors are mispricing right now, how risk appetite is changing, the role of income in a modern portfolio and the mechanics of leverage. Bilal has worked in the biggest financial institutions in the world from every angle of the investment business. TIMESTAMPS: 0:00 - What the market is mispricing 2:24 - Macro data 4:41 - Jobs data 6:05 - Shift to thematic investing 8:30 - Income ETFs 11:48 - Leverage 15:19 - Risk appetite 17:28 - Building portfolios 20:54 - Most compelling opportunities 23:03 - Direxion LETFs

Phil Rosen

14,200 次观看 • 5 天前

E167:Jeff Park - Occupy AI Is Coming! Jeff Park is the Ex-CIO at ProCap Financial, an Advisor to Bitwise and the creator of Radical Portfolio Theory. He grew up in Korea during the 1997 financial crisis and walked into Morgan Stanley on day one of the 2008 meltdown. His framework for investing, and for Bitcoin - is built from both these experiences. Timestamps: 0:00 Introduction 1:59 Jeff & Kevin’s Fitness Discussion 3:42 Jeff’s Early Exposure To Currency Debasement 6:15 Who Is Jeff Park 8:03 Partnerships: Jupiter KAST 8:43 How Diversity In America Can Be A Strength & Weakness 12:28 What We’re Seeing Today From A Broken Financial System 14:23 How This “K-Shaped System” Is Seen In The Real Estate Market 19:15 How Should New Real Estate Investors Be Thinking 25:28 How Does Someone Combat This Home Buying Investment Crisis 28:46 Why Bitcoin Solves This K-Shaped Wealth Problem 32:15 Partnerships: Ethena Sumsub 33:17 The Intelligent Investor Framework Explained 37:20 What Does The Ideological Investor Do 40:35 How Data Plays A Huge Role In Wealth Creation 43:01 How Jeff Thinks About His Portfolio Diversification 47:01 What Tokenization Brings To The Investing Space 48:09 Is Investing Now Off Limits For Average People? 50:06 Partnerships: Trezor Bitwise Sui 51:02 Why Jeff Created Occupy AI 54:54 The Collapsing Price Of Free Will 1:02:04 The Occupy AI Moment That’ll Turn GenZ & Gen Alpha Into Bitcoiners 1:05:36 Bitcoin is The Answer When Everything Else Fails 1:07:54 Why Decentralization Is Important When It Comes To AI 1:10:26 Is It Too Late For People To Invest In Bitcoin? 1:12:36 People Should Be More Offensive Using Bitcoin In Their Portfolio 1:15:49 How Jeff Prepares His Kids For This Occupy AI Future 1:17:50 Closing Thoughts

E167:Jeff Park - Occupy AI Is Coming! Jeff Park is the Ex-CIO at ProCap Financial, an Advisor to Bitwise and the creator of Radical Portfolio Theory. He grew up in Korea during the 1997 financial crisis and walked into Morgan Stanley on day one of the 2008 meltdown. His framework for investing, and for Bitcoin - is built from both these experiences. Timestamps: 0:00 Introduction 1:59 Jeff & Kevin’s Fitness Discussion 3:42 Jeff’s Early Exposure To Currency Debasement 6:15 Who Is Jeff Park 8:03 Partnerships: Jupiter KAST 8:43 How Diversity In America Can Be A Strength & Weakness 12:28 What We’re Seeing Today From A Broken Financial System 14:23 How This “K-Shaped System” Is Seen In The Real Estate Market 19:15 How Should New Real Estate Investors Be Thinking 25:28 How Does Someone Combat This Home Buying Investment Crisis 28:46 Why Bitcoin Solves This K-Shaped Wealth Problem 32:15 Partnerships: Ethena Sumsub 33:17 The Intelligent Investor Framework Explained 37:20 What Does The Ideological Investor Do 40:35 How Data Plays A Huge Role In Wealth Creation 43:01 How Jeff Thinks About His Portfolio Diversification 47:01 What Tokenization Brings To The Investing Space 48:09 Is Investing Now Off Limits For Average People? 50:06 Partnerships: Trezor Bitwise Sui 51:02 Why Jeff Created Occupy AI 54:54 The Collapsing Price Of Free Will 1:02:04 The Occupy AI Moment That’ll Turn GenZ & Gen Alpha Into Bitcoiners 1:05:36 Bitcoin is The Answer When Everything Else Fails 1:07:54 Why Decentralization Is Important When It Comes To AI 1:10:26 Is It Too Late For People To Invest In Bitcoin? 1:12:36 People Should Be More Offensive Using Bitcoin In Their Portfolio 1:15:49 How Jeff Prepares His Kids For This Occupy AI Future 1:17:50 Closing Thoughts

MR SHIFT 🦁

56,963 次观看 • 4 个月前

NEW POD | EP 69 Crypto’s Mainstream Moment? Timestamps: 0:00 Intro 1:13 Where Are We in This Cycle? 1:47 Bullish or Bearish? 4:01 Current Market Signals 5:14 Taking Some Chips Off the Table 6:12 Will the AI Meta Come Back? 8:35 "Everyone is competing for attention" 14:22 DeFi and Crypto Community 15:22 $TRUMP 17:13 Celeb Tokens 19:05 Finding the Right Model for Celeb Tokens 20:13 Going back to Trump... 23:20 Ethereum Foundation Drama 26:11 Ethereum vs Solana 28:58 Milady Vitalik 30:24 "A lot of people rage quit this weekend" 32:31 Phantom's Recent Round and Moonshot's Success 33:43 High Notes 34:27 The Original Ideals of Crypto 36:48 What Does Your Portfolio Look Like Today?

NEW POD | EP 69 Crypto’s Mainstream Moment? Timestamps: 0:00 Intro 1:13 Where Are We in This Cycle? 1:47 Bullish or Bearish? 4:01 Current Market Signals 5:14 Taking Some Chips Off the Table 6:12 Will the AI Meta Come Back? 8:35 "Everyone is competing for attention" 14:22 DeFi and Crypto Community 15:22 $TRUMP 17:13 Celeb Tokens 19:05 Finding the Right Model for Celeb Tokens 20:13 Going back to Trump... 23:20 Ethereum Foundation Drama 26:11 Ethereum vs Solana 28:58 Milady Vitalik 30:24 "A lot of people rage quit this weekend" 32:31 Phantom's Recent Round and Moonshot's Success 33:43 High Notes 34:27 The Original Ideals of Crypto 36:48 What Does Your Portfolio Look Like Today?

Good Game

26,672 次观看 • 1 年前

LIVE NOW - AI Is Destroying Every Moat, Except Bitcoin Bitcoin may be the clearest winner in an AI economy. Jordi Visser joins Bankless to make the case for BTC as the core scarcity trade: An asset built for a world where AI compresses software, weakens old moats, and pushes investors toward what stays truly scarce. --- TIMESTAMPS 0:00 Intro 2:07 Jordi’s bold Bitcoin call 4:18 The AI endgame lands at Bitcoin 9:26 Bitcoin as the purest AI trade 12:49 SaaSpocalypse, quantum fear, and the private credit risk 20:49 AI is the new QE 26:55 Inflation, deflation, and the scarcity squeeze 34:28 What happens to stocks from here 44:24 Is AI a bubble? 48:17 The Bitcoin IPO and muted cycles 1:01:01 Has Bitcoin already bottomed? 1:09:03 The broken social pact 1:13:21 The rest of crypto, from ETH to stablecoins 1:17:29 Inside the scarcity portfolio 1:20:42 Jensen vs. Dwarkesh, China, and the chip war 1:27:42 Jordi’s AI stack and where to follow his work

LIVE NOW - AI Is Destroying Every Moat, Except Bitcoin Bitcoin may be the clearest winner in an AI economy. Jordi Visser joins Bankless to make the case for BTC as the core scarcity trade: An asset built for a world where AI compresses software, weakens old moats, and pushes investors toward what stays truly scarce. --- TIMESTAMPS 0:00 Intro 2:07 Jordi’s bold Bitcoin call 4:18 The AI endgame lands at Bitcoin 9:26 Bitcoin as the purest AI trade 12:49 SaaSpocalypse, quantum fear, and the private credit risk 20:49 AI is the new QE 26:55 Inflation, deflation, and the scarcity squeeze 34:28 What happens to stocks from here 44:24 Is AI a bubble? 48:17 The Bitcoin IPO and muted cycles 1:01:01 Has Bitcoin already bottomed? 1:09:03 The broken social pact 1:13:21 The rest of crypto, from ETH to stablecoins 1:17:29 Inside the scarcity portfolio 1:20:42 Jensen vs. Dwarkesh, China, and the chip war 1:27:42 Jordi’s AI stack and where to follow his work

Bankless

16,239 次观看 • 4 个月前

Your Best AI Token of 2025 – 7 Reasons Whales Are Grabbing $ANTIX 1. The most promising AI-project 2025 Disney, HBO, Netflix, EA Games and Porsche already use Antix technology. The project is nominated for Top AI startup 2025 by HackerNoon | Learn Any Technology! 2. Booming 19B —> 430B market The digital human market, valued at $19B, is set to skyrocket to $430.71B by 2031 with a CAGR of 45.3%. 3. A leader in the Digital Humans field Antix tech used in projects like Game of Thrones and Stranger Things is about to be presented to billions of creators globally. 4. Massive price growth potential Now priced at just $0.07 — 50% off the TGE price. 5. Skyrocketing Demand $ANTIX fuels the creation, customization, and economy of digital humans, the token’s demand is set to surge globally. 6. Early Adopter Advantage Join over 5,400 holders! 7. Bringing AI Agents to the Next Level Digital humans powered by $ANTIX manifest themselves as the future of AI in Web3. DON’T LET THE WHALES TAKE IT ALL! GRAB THE MOST PROMISING ASSET OF 2025 AT HALF PRICE 👉 🤖 Discord : ⌨️ Zealy : 📰 Telegram : 🌐 Website : 📷 Instagram :

Your Best AI Token of 2025 – 7 Reasons Whales Are Grabbing $ANTIX 1. The most promising AI-project 2025 Disney, HBO, Netflix, EA Games and Porsche already use Antix technology. The project is nominated for Top AI startup 2025 by HackerNoon | Learn Any Technology! 2. Booming 19B —> 430B market The digital human market, valued at $19B, is set to skyrocket to $430.71B by 2031 with a CAGR of 45.3%. 3. A leader in the Digital Humans field Antix tech used in projects like Game of Thrones and Stranger Things is about to be presented to billions of creators globally. 4. Massive price growth potential Now priced at just $0.07 — 50% off the TGE price. 5. Skyrocketing Demand $ANTIX fuels the creation, customization, and economy of digital humans, the token’s demand is set to surge globally. 6. Early Adopter Advantage Join over 5,400 holders! 7. Bringing AI Agents to the Next Level Digital humans powered by $ANTIX manifest themselves as the future of AI in Web3. DON’T LET THE WHALES TAKE IT ALL! GRAB THE MOST PROMISING ASSET OF 2025 AT HALF PRICE 👉 🤖 Discord : ⌨️ Zealy : 📰 Telegram : 🌐 Website : 📷 Instagram :

Antix.ws

233,870 次观看 • 1 年前

Passive investing and the AI bull run are fueling another 1987-style market crash, according to Mike Green (Michael Green). We sat down to unpack why AI economics do not work, the risks investors are ignoring right now, how passive flows and leverage distort markets, and where Mike would put capital to work today in a brand new portfolio. Mike has navigated markets for decades and his work on passive is second to none. This is a must-listen conversation with one of the best in the business. TIMESTAMPS: 0:00 - Caution on AI bull market 2:57 - AI's real value 5:38 - Nvidia's vendor financing 7:47 - The China threat 9:39 - Should investors sit out? 11:29 - Passive investing risks 13:17 - Are stocks actually cheap? 15:57 - 1987 crash parallels 19:17 - Are markets broken? 24:08 - Passive flows and leverage 26:10 - Can regulators step in? 28:21 - Building a new portfolio today 32:09 - Inflation vs. deflation 36:35 - US economic opportunity 42:32 - Mike's new book

Phil Rosen

98,115 次观看 • 1 个月前

MARA board member Barbara Humpton (Ann Fairchild) joins Fred Thiel to explore how energy, AI, and Bitcoin are reshaping America’s industrial base and global influence. Watch the full MARA Fireside: (Chapters:) 00:00 Intro Montage 01:12 Barbara Joins MARA, Career Background 03:23 Siemens USA, National Security, and Megatrends 04:54 Grid Resilience, Cyber Risk, and Digital Infrastructure 07:07 Energy as Power, Bitcoin, and Global Strategy 09:44 Dispatchable Load, Grid Optimization, and Battery Storage 12:09 Edge Power, Microgrids, and Data Center Synergy 13:59 AI Energy Demand, Compute Bottlenecks, and Growth Constraints 15:19 U.S.–China Energy Race, Permitting, and Generation Gaps 17:17 Local Power, Energy Arbitrage, and Asset Efficiency 19:25 Bitcoin + AI, Flat Load Curves, and Utility Integration 20:38 Blockchain Use Cases, Industrial Applications, and Oracles 23:04 National Security, Bitcoin Mining, and Sovereignty 27:50 Hyperscalers, Energy Markets, and Regulatory Reform 37:35 Quantum Threats, Infrastructure Security, and Bitcoin’s Resilience

MARA board member Barbara Humpton (Ann Fairchild) joins Fred Thiel to explore how energy, AI, and Bitcoin are reshaping America’s industrial base and global influence. Watch the full MARA Fireside: (Chapters:) 00:00 Intro Montage 01:12 Barbara Joins MARA, Career Background 03:23 Siemens USA, National Security, and Megatrends 04:54 Grid Resilience, Cyber Risk, and Digital Infrastructure 07:07 Energy as Power, Bitcoin, and Global Strategy 09:44 Dispatchable Load, Grid Optimization, and Battery Storage 12:09 Edge Power, Microgrids, and Data Center Synergy 13:59 AI Energy Demand, Compute Bottlenecks, and Growth Constraints 15:19 U.S.–China Energy Race, Permitting, and Generation Gaps 17:17 Local Power, Energy Arbitrage, and Asset Efficiency 19:25 Bitcoin + AI, Flat Load Curves, and Utility Integration 20:38 Blockchain Use Cases, Industrial Applications, and Oracles 23:04 National Security, Bitcoin Mining, and Sovereignty 27:50 Hyperscalers, Energy Markets, and Regulatory Reform 37:35 Quantum Threats, Infrastructure Security, and Bitcoin’s Resilience

MARA

41,148 次观看 • 1 年前

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

Black Panther Capital

58,387 次观看 • 7 个月前

It's YOUR turn to become a millionaire because of the Greenland dip. Here are the top stocks to buy: (list updated daily): 1. IREN Limited $IREN 2. Ondas Holdings $ONDS 3. 20+ Year Treasury Bonds $TLT 4. Super Micro Computer $SMCI 5. Plug Power $PLUG 6. Nebius Group $NBIS 7. Eos Energy $EOSE 8. Archer Aviation $ACHR 9. D-Wave Quantum $QBTS 10. Rigetti Computing $RGTI 11. Opendoor $OPEN 12. MicroStrategy $MSTR 13. RocketLab $RKLB 14. CleanSpark $CLSK 15. Grab $GRAB 16. BigBear AI $BBAI 17. Richtech Robotics $RR 18. CoreWeave $CRWV 19. Joby Aviation $JOBY 20. NuScale Power $SMR 21. Quantum Computing $QUBT 22. IonQ $IONQ 23. USA Rare Earth $USAR 24. Hims & Hers $HIMS 25. Oklo $OKLO 26. JD (China) $JD All my exact buy and sell signals in Discord @

It's YOUR turn to become a millionaire because of the Greenland dip. Here are the top stocks to buy: (list updated daily): 1. IREN Limited $IREN 2. Ondas Holdings $ONDS 3. 20+ Year Treasury Bonds $TLT 4. Super Micro Computer $SMCI 5. Plug Power $PLUG 6. Nebius Group $NBIS 7. Eos Energy $EOSE 8. Archer Aviation $ACHR 9. D-Wave Quantum $QBTS 10. Rigetti Computing $RGTI 11. Opendoor $OPEN 12. MicroStrategy $MSTR 13. RocketLab $RKLB 14. CleanSpark $CLSK 15. Grab $GRAB 16. BigBear AI $BBAI 17. Richtech Robotics $RR 18. CoreWeave $CRWV 19. Joby Aviation $JOBY 20. NuScale Power $SMR 21. Quantum Computing $QUBT 22. IonQ $IONQ 23. USA Rare Earth $USAR 24. Hims & Hers $HIMS 25. Oklo $OKLO 26. JD (China) $JD All my exact buy and sell signals in Discord @

StockWhale

216,753 次观看 • 7 个月前

🚨$OSS is not an AI company. → It is the hardware that lets AI exist where the cloud cannot. Most investors don’t understand $OSS because they think AI = software. $OSS builds the physical “brains” that run AI in extreme environments where cloud computing fails. Jets. Ships. Tanks. Drones. Space. Hospitals. That’s the game. 1) What $OSS actually is $OSS (One Stop Systems) designs rugged high-performance computers and storage systems for AI at the edge. Meaning: They bring data-center-level computing power into harsh environments. Their products include rugged servers, GPU accelerators, storage arrays, and expansion systems used for AI, sensor processing, and autonomous systems. In simple terms: Cloud AI = brain in a safe building. $OSS AI = brain inside machines operating in chaos. 2) Why this is crucial Most AI today runs in data centers. But the future of AI is not in the cloud. It’s on: • autonomous vehicles • military systems • drones • ships • industrial machines • medical devices These systems cannot wait for the cloud. Latency, connectivity, security, and survival demand local AI. $OSS delivers “data-center performance at the edge” across land, sea, and air. Without companies like OSS, autonomous systems simply don’t work. 3) What OSS actually does: Think of OSS as building AI engines that survive reality. 🌊 SEA example: naval surveillance aircraft and ships. $OSS supplies rugged storage and compute systems for U.S. Navy reconnaissance aircraft to collect and process massive sensor data in real time. Translation: Instead of sending raw data back to base, the aircraft analyzes threats instantly onboard. $OSS = the onboard AI brain. 🪖 LAND example: military vehicles and tactical operations. $OSS delivers high-performance servers and FPGA systems for mobile military intelligence platforms used by the U.S. Department of Defense. Translation: Tanks and vehicles detect threats, process sensor data, and make decisions locally. $OSS = the battlefield computer. ✈️ AIR example: airborne AI. $OSS builds GPU-accelerated servers designed for aircraft, described as a “datacenter in the sky.” Translation: Jets and drones run AI models mid-flight. $OSS = flying supercomputers. 🚀 SPACE example: $OSS hardware is designed for extreme environments and autonomous systems across aerospace and defense. Translation: Future satellites, space drones, and autonomous spacecraft need onboard AI. $OSS = the computing core of autonomous space systems. BONUS: CIVILIAN & COMMERCIAL $OSS systems are used in: • autonomous trucking and farming • industrial automation • healthcare imaging • energy and mining • telecom and 5G Example:A medical imaging company uses $OSS hardware to run real-time AI diagnostics in next-gen breast cancer scanners. $OSS = AI where milliseconds matter. 4) Who their customers are (pattern, not names) $OSS sells to: • defense primes • government programs • industrial OEMs • AI infrastructure companies • medical device manufacturers These customers share one trait: They cannot rely on the cloud. That’s why $OSS exists. 5) The mental model that makes $OSS obvious $NVDA = AI chips $PLTR = AI software $OSS = AI hardware in the real world If AI is electricity, $OSS builds the generators that work in storms. Most investors understand AI software. Few understand AI infrastructure at the edge. That gap is the opportunity. 6) The real thesis The world is moving toward: • autonomous warfare • autonomous vehicles • real-time AI systems • distributed intelligence All of that requires rugged edge computing. $OSS is positioned exactly there. Infrastructure. The hardest layer to build. And often the most valuable.

🚨$OSS is not an AI company. → It is the hardware that lets AI exist where the cloud cannot. Most investors don’t understand $OSS because they think AI = software. $OSS builds the physical “brains” that run AI in extreme environments where cloud computing fails. Jets. Ships. Tanks. Drones. Space. Hospitals. That’s the game. 1) What $OSS actually is $OSS (One Stop Systems) designs rugged high-performance computers and storage systems for AI at the edge. Meaning: They bring data-center-level computing power into harsh environments. Their products include rugged servers, GPU accelerators, storage arrays, and expansion systems used for AI, sensor processing, and autonomous systems. In simple terms: Cloud AI = brain in a safe building. $OSS AI = brain inside machines operating in chaos. 2) Why this is crucial Most AI today runs in data centers. But the future of AI is not in the cloud. It’s on: • autonomous vehicles • military systems • drones • ships • industrial machines • medical devices These systems cannot wait for the cloud. Latency, connectivity, security, and survival demand local AI. $OSS delivers “data-center performance at the edge” across land, sea, and air. Without companies like OSS, autonomous systems simply don’t work. 3) What OSS actually does: Think of OSS as building AI engines that survive reality. 🌊 SEA example: naval surveillance aircraft and ships. $OSS supplies rugged storage and compute systems for U.S. Navy reconnaissance aircraft to collect and process massive sensor data in real time. Translation: Instead of sending raw data back to base, the aircraft analyzes threats instantly onboard. $OSS = the onboard AI brain. 🪖 LAND example: military vehicles and tactical operations. $OSS delivers high-performance servers and FPGA systems for mobile military intelligence platforms used by the U.S. Department of Defense. Translation: Tanks and vehicles detect threats, process sensor data, and make decisions locally. $OSS = the battlefield computer. ✈️ AIR example: airborne AI. $OSS builds GPU-accelerated servers designed for aircraft, described as a “datacenter in the sky.” Translation: Jets and drones run AI models mid-flight. $OSS = flying supercomputers. 🚀 SPACE example: $OSS hardware is designed for extreme environments and autonomous systems across aerospace and defense. Translation: Future satellites, space drones, and autonomous spacecraft need onboard AI. $OSS = the computing core of autonomous space systems. BONUS: CIVILIAN & COMMERCIAL $OSS systems are used in: • autonomous trucking and farming • industrial automation • healthcare imaging • energy and mining • telecom and 5G Example:A medical imaging company uses $OSS hardware to run real-time AI diagnostics in next-gen breast cancer scanners. $OSS = AI where milliseconds matter. 4) Who their customers are (pattern, not names) $OSS sells to: • defense primes • government programs • industrial OEMs • AI infrastructure companies • medical device manufacturers These customers share one trait: They cannot rely on the cloud. That’s why $OSS exists. 5) The mental model that makes $OSS obvious $NVDA = AI chips $PLTR = AI software $OSS = AI hardware in the real world If AI is electricity, $OSS builds the generators that work in storms. Most investors understand AI software. Few understand AI infrastructure at the edge. That gap is the opportunity. 6) The real thesis The world is moving toward: • autonomous warfare • autonomous vehicles • real-time AI systems • distributed intelligence All of that requires rugged edge computing. $OSS is positioned exactly there. Infrastructure. The hardest layer to build. And often the most valuable.

Black Panther Capital

30,138 次观看 • 7 个月前

AI is replacing apps with agents, bypassing traditional distribution, and deciding which tech platforms survive. Hedgeye Asset Management Portfolio Manager Sam Rahman Sam Rahman and Communications analyst Andrew Freedman Andrew Freedman, CFA 🦅 break down what Google x Apple’s Gemini deal means for Siri, agents, apps, ads, and the next platform war. (0:00) Why this conversation + the AI setup (4:30) Google x Apple: Gemini, Siri, and the inflection point (6:00) Distribution, defaults, and DOJ guardrails (8:17) AI as the next abstraction layer (11:52) When agents operate your phone (OSs matter less?) (23:30) Downstream fallout: apps, e-commerce, disintermediation (33:18) OTAs vs AI agents (travel as the test case) (38:55) Amazon’s moat: fulfillment, rewards, and control (42:16) Payments analogy: acceptance is the real battle (52:47) Ads in an agent-driven world (55:03) Meta’s risk and the glasses bet

AI is replacing apps with agents, bypassing traditional distribution, and deciding which tech platforms survive. Hedgeye Asset Management Portfolio Manager Sam Rahman Sam Rahman and Communications analyst Andrew Freedman Andrew Freedman, CFA 🦅 break down what Google x Apple’s Gemini deal means for Siri, agents, apps, ads, and the next platform war. (0:00) Why this conversation + the AI setup (4:30) Google x Apple: Gemini, Siri, and the inflection point (6:00) Distribution, defaults, and DOJ guardrails (8:17) AI as the next abstraction layer (11:52) When agents operate your phone (OSs matter less?) (23:30) Downstream fallout: apps, e-commerce, disintermediation (33:18) OTAs vs AI agents (travel as the test case) (38:55) Amazon’s moat: fulfillment, rewards, and control (42:16) Payments analogy: acceptance is the real battle (52:47) Ads in an agent-driven world (55:03) Meta’s risk and the glasses bet

Hedgeye

16,465 次观看 • 7 个月前

New episode of Uncapped with Tony Xu, CEO of DoorDash. We discussed the reality of AI consumption at a tech company, building a company in atoms vs. bits, and many nuances of DoorDash's business. I think Tony is one of the strongest CEOs in tech, hope you enjoy. Timestamps (0:00) Intro (0:44) AI spend and token consumption (2:59) Measuring AI in customer outcomes (5:08) How DoorDash uses AI today (8:18) Atoms vs. bits (12:47) How LLMs improve DoorDash (17:09) Was the $25 burrito obvious in 2013? (20:39) The 70-year food consumption trend (22:20) Consumer trends beyond food (26:41) Restaurants before groceries (29:37) Building the ads business (33:13) 1% better every day (34:23) Math and humanity (38:37) Growth levers at scale (41:09) Speed, drones, and autonomous delivery (43:39) Why everyone at DoorDash still does deliveries (44:16) Future of DoorDash (46:14) Keeping startup intensity 13 years in

New episode of Uncapped with Tony Xu, CEO of DoorDash. We discussed the reality of AI consumption at a tech company, building a company in atoms vs. bits, and many nuances of DoorDash's business. I think Tony is one of the strongest CEOs in tech, hope you enjoy. Timestamps (0:00) Intro (0:44) AI spend and token consumption (2:59) Measuring AI in customer outcomes (5:08) How DoorDash uses AI today (8:18) Atoms vs. bits (12:47) How LLMs improve DoorDash (17:09) Was the $25 burrito obvious in 2013? (20:39) The 70-year food consumption trend (22:20) Consumer trends beyond food (26:41) Restaurants before groceries (29:37) Building the ads business (33:13) 1% better every day (34:23) Math and humanity (38:37) Growth levers at scale (41:09) Speed, drones, and autonomous delivery (43:39) Why everyone at DoorDash still does deliveries (44:16) Future of DoorDash (46:14) Keeping startup intensity 13 years in

Jack Altman

13,295 次观看 • 1 个月前

17% shorter + timestamps of the Elon Musk + Mark Penn Interview at CES 2025 0:33 AI progress 3:08 Tesla FSD Progress 5:40 Waymo vs Tesla 6:33 Humanoid Robots 8:25 Starship can reach Mars in 2 years 10:17 Neuralink progress 13:04 Goals for DOGE 16:56 Mark Zuckerbergs 180 on censorship 18:42 Power of Citizen Journalism 20:05 Starlink Lifts People out of Poverty 21:02 X Algorithm to Push Positivity 21:49 Regulations Holding Us Back 23:36 Humans Role In an AI / Robotics World 25:33 X is a Global Consciousness 27:09 The Future of X

17% shorter + timestamps of the Elon Musk + Mark Penn Interview at CES 2025 0:33 AI progress 3:08 Tesla FSD Progress 5:40 Waymo vs Tesla 6:33 Humanoid Robots 8:25 Starship can reach Mars in 2 years 10:17 Neuralink progress 13:04 Goals for DOGE 16:56 Mark Zuckerbergs 180 on censorship 18:42 Power of Citizen Journalism 20:05 Starlink Lifts People out of Poverty 21:02 X Algorithm to Push Positivity 21:49 Regulations Holding Us Back 23:36 Humans Role In an AI / Robotics World 25:33 X is a Global Consciousness 27:09 The Future of X

Owen Sparks

14,240 次观看 • 1 年前

NEW POD | EP 71 Where Does Crypto Go From Here? ft. qw & Imran Timestamps: 0:46 $LIBRA 6:23 4 Use Cases of Crypto 8:17 The End Goal for Payments 9:54 DePIN and Energy 12:12 Simplicity of Crypto 13:18 Crypto is Finance 14:43 “Web 3.0” is a Lie? 15:43 The Biggest Risk for Ethereum 16:16 Qiao on DeFi 18:19 Crypto AI Builders Pivoting Straight to AI 19:47 AI in Education 27:25 AI for Ad Creation 29:32 AI for Building dApps 31:51 Personalized Apps 32:49 "The Future is Personalization" 34:07 "Lazy People Will Get F**ked by AI" 35:08 AI in Gaming and Video Generation 36:54 NFTs Comeback with AI? 42:21 Verticalized Science AI 48:52 Startups Solving Capital Markets Problem 54:59 Criticizing Trump's Token Launch 59:19 "Crypto Twitter is imploding" 1:00:51 Reminiscing Good Times in Crypto 1:02:27 Promising Crypto Startups 1:04:15 AI Arms Race 1:06:26 Impact of AI on Startups 1:12:11 AI in B2B 1:15:52 Are Memecoins Dead? 1:16:11 Market Analysis 1:18:48 End of the Cycle or 1 More Pump? 1:20:13 Reflection on Early Crypto Ideals 1:21:05 Cypherpunk Ideologies Link ↓

NEW POD | EP 71 Where Does Crypto Go From Here? ft. qw & Imran Timestamps: 0:46 $LIBRA 6:23 4 Use Cases of Crypto 8:17 The End Goal for Payments 9:54 DePIN and Energy 12:12 Simplicity of Crypto 13:18 Crypto is Finance 14:43 “Web 3.0” is a Lie? 15:43 The Biggest Risk for Ethereum 16:16 Qiao on DeFi 18:19 Crypto AI Builders Pivoting Straight to AI 19:47 AI in Education 27:25 AI for Ad Creation 29:32 AI for Building dApps 31:51 Personalized Apps 32:49 "The Future is Personalization" 34:07 "Lazy People Will Get F**ked by AI" 35:08 AI in Gaming and Video Generation 36:54 NFTs Comeback with AI? 42:21 Verticalized Science AI 48:52 Startups Solving Capital Markets Problem 54:59 Criticizing Trump's Token Launch 59:19 "Crypto Twitter is imploding" 1:00:51 Reminiscing Good Times in Crypto 1:02:27 Promising Crypto Startups 1:04:15 AI Arms Race 1:06:26 Impact of AI on Startups 1:12:11 AI in B2B 1:15:52 Are Memecoins Dead? 1:16:11 Market Analysis 1:18:48 End of the Cycle or 1 More Pump? 1:20:13 Reflection on Early Crypto Ideals 1:21:05 Cypherpunk Ideologies Link ↓

Good Game

29,494 次观看 • 1 年前

Legendary "Big Short" investor Vincent Daniel isn't playing the AI trade like the rest of the market. We sat down to unpack his highest-conviction trades through the Big Tech sell off, the biggest macro risks for investors, why he is bullish on Brazil and gold, and lessons from the 2008 financial crisis. This is a masterclass from someone who bet correctly on a generational trade. Vinny has built his career as a contrarian. He makes his case in this conversation. TIMESTAMPS: 0:00 - AI and Citrini sell-off 2:50 - Bear case for AI 5:24 - Software stocks 8:33 - Amberdata 9:32 - Magnificent 7 and AI fears 13:07 - Bullish gold 16:15 - Energy exposure 17:55 - Bullish Brazil, EM 20:03 - Private markets risk, $OWL 24:20 - Inevitable money printing 26:39 - Big Short 2008 lessons 29:02 - 2008 and lack of faith 32:38 - Follow Vincent Daniel

Legendary "Big Short" investor Vincent Daniel isn't playing the AI trade like the rest of the market. We sat down to unpack his highest-conviction trades through the Big Tech sell off, the biggest macro risks for investors, why he is bullish on Brazil and gold, and lessons from the 2008 financial crisis. This is a masterclass from someone who bet correctly on a generational trade. Vinny has built his career as a contrarian. He makes his case in this conversation. TIMESTAMPS: 0:00 - AI and Citrini sell-off 2:50 - Bear case for AI 5:24 - Software stocks 8:33 - Amberdata 9:32 - Magnificent 7 and AI fears 13:07 - Bullish gold 16:15 - Energy exposure 17:55 - Bullish Brazil, EM 20:03 - Private markets risk, $OWL 24:20 - Inevitable money printing 26:39 - Big Short 2008 lessons 29:02 - 2008 and lack of faith 32:38 - Follow Vincent Daniel

Phil Rosen

82,052 次观看 • 6 个月前

I've made you millions in 2025, now it's time to do it again. Here are the top stocks to buy soon (my list is updated daily): 1. IREN LIMITED $IREN 2. Ondas Holdings $ONDS 3. Plug Power $PLUG 4. BitMine Immersion $BMNR 5. Archer Aviation $ACHR 6. CleanSpark $CLSK 7. Rigetti Computing $RGTI 8. Opendoor $OPEN 9. MicroStrategy $MSTR 10. D-Wave Quantum $QBTS 11. Grab Holdings $GRAB 12. BigBear AI $BBAI 13. Eos Energy $EOSE 14. Richtech Robotics $RR 15. CoreWeave $CRWV 16. RocketLab $RKLB 17. SuperMicro Computer $SMCI 18. Joby Aviation $JOBY 19. NuScale Power $SMR 20. Quantum Computing $QUBT 21. IonQ $IONQ 22. USA Rare Earth $USAR 23. Hims & Hers $HIMS 24. Oklo $OKLO 25. Nebius Group $NBIS 26. JD (China) $JD All my entries and sell signals in Discord @

I've made you millions in 2025, now it's time to do it again. Here are the top stocks to buy soon (my list is updated daily): 1. IREN LIMITED $IREN 2. Ondas Holdings $ONDS 3. Plug Power $PLUG 4. BitMine Immersion $BMNR 5. Archer Aviation $ACHR 6. CleanSpark $CLSK 7. Rigetti Computing $RGTI 8. Opendoor $OPEN 9. MicroStrategy $MSTR 10. D-Wave Quantum $QBTS 11. Grab Holdings $GRAB 12. BigBear AI $BBAI 13. Eos Energy $EOSE 14. Richtech Robotics $RR 15. CoreWeave $CRWV 16. RocketLab $RKLB 17. SuperMicro Computer $SMCI 18. Joby Aviation $JOBY 19. NuScale Power $SMR 20. Quantum Computing $QUBT 21. IonQ $IONQ 22. USA Rare Earth $USAR 23. Hims & Hers $HIMS 24. Oklo $OKLO 25. Nebius Group $NBIS 26. JD (China) $JD All my entries and sell signals in Discord @

StockWhale

305,653 次观看 • 7 个月前