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2/9/26-DRAMpocalypse💿, Elon Musk🗣️, Do Nothing Investing 🥱💤
That is on the order of 10,000 Starship launches per year, or one Starship launch every hour. 🤯🚀🛰️
Feb 9
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1/26/26-TSMC Call📞, MSFT's Nadella, Stock Market Circuit Breakers⛓️💥
TSMC forecasting full-year revenue to increase by close to 30% 🫡
Jan 26
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1/12/2026- Bureaucracy👎🏻,Howard Buffett🤔, Data Center Hot Water🥵 Cooling😎
Opening a restaurant in NYC takes 12-18 months and about $500K in dead costs.
Jan 12
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12/29/25- Invention vs Reverse Engineering, Jim Chanos, Homebuilding Volume or Margin 🤔
OpenAI is King of Losing Money? 🫳🏻🎤
Dec 29, 2025
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12/15/25- Tax on Trading vs Investing, Michael Burry Permabear, Credit Card Interest Rates 🤦🏻♀️
Burry is crazier than a cat🐈⬛ trying to bury a turd on a hardwood floor.
Dec 15, 2025
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12/1/25-USA Cement🤔, Ilya Sutskever🤩, Less is more in investing📡
It feels good to be busy😵💫. Kids like candy 🍬🍭.
Dec 1, 2025
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11/17/25-China Breaks ASML 📸,Public & Private Credit, Managers-Heroes🦸🏻♀️/Suspects🤔/Rogues👺
If each of us hires people who are bigger than we are, we shall become a company of giants.☝🏽
Nov 17, 2025
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11/3/25-Andrej Karpathy🤩, Hacker Interview🧑🏻💻, Simple Investing⏳
You make money when you wait. 🫡
Nov 3, 2025
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