jay

what is the next sandisk

the most insane thing is that zuck and lebron are the the same age

I think at some point, the models will have to improve themselves. And if we don’t have an ability to do that, then we or anyone else, I think the companies that don't do that are not going to be leading labs

"The best minds of my generation are thinking about how to make people click ads"
if u read through meta's er transcript it is evident the best minds of our generation are still figuring out how to make ppl click ads

survive until you get lucky

there are still ppl here that are allocating capital based on the iran war

the frustration is the work

The best-kept secret in trading is that far more money has been made buying new highs than any other type of strategy, and it's not even close

Jassy is the Tim Apple of Amazon

Spouse joined one of these two companies about half a decade ago. Non-technical role, no degree. Came in relatively low level but has climbed significantly as the company grew.
Initial grant alone was for 6 figures and now worth low 8 figures as of last official valuation. Received several sizable additional grants over the years as well.
Still holding 90% of all equity for better or worse. 🤷‍♂️

The only other times when high beta momentum had a 30%+ gain over 18-days into a 52-week high was Nov. ‘99
Look at what stonks did over the next 6 month…