Maxinomics (@maxinomics) header
Maxinomics (@maxinomics) profile picture

Follow the money ▫️created by @phlndrws ▫️ https://xitter.gq/t.co/SzK8imtaps ▫️ part of @morningbrew

California
Joined June 2021
Photo by Maxinomics (@maxinomics)Photo by Maxinomics (@maxinomics)Photo by Maxinomics (@maxinomics)Photo by Maxinomics (@maxinomics)Photo by Maxinomics (@maxinomics)Photo by Maxinomics (@maxinomics)Photo by Maxinomics (@maxinomics)Photo by Maxinomics (@maxinomics)Photo by Maxinomics (@maxinomics)Photo by Maxinomics (@maxinomics)
I love all our videos but this one is definitely in my top 5. Beautiful mix of science, markets, geopolitics, with a healthy dose of espionage
5
3
91
16,660
The real reason Iran can't build a nuclear bomb
211
950
49
7,274
483,656
The richest county in America
2
2
59
5,328
This scale of disruption to millions of companies primary traffic source is rare. Creates an enormous opportunity for those who can figure out the next version of search engine optimization
Replying to @buccocapital
Take a look at the Rollins (ROL) stock chart. Pest control company. Multiple has imploded because they aren't getting any lead generation any more from AI Mode. They were top of search via ad words etc, and now business is imploding because of AI mode. Stock -50%
1
24
6,031
Full video
What they're not telling you about data centers
4
14
2,522
Far more people say no to a data center today than said no to a nuclear plant in the 70s
1
5
1
56
5,158
Rule #1 of being a monopoly, do not admit you're a monopoly
3
10
2
278
10,767
Cybersecurity stocks performing while the rest of tech vomits is something of a tell
There has been a surge of cyber attacks happening all over the world I strongly recommend doing a full security audit on: 1. Your home WiFi network using one of the LLMs. At minimum get all your IoT devices on a guest network 2. Any code repositories you have deployed anywhere and even those you only run locally 3. Passkeys and MFA. Stop using that password from 8 years ago and move to a password manager like 1Password All a pain to do but a tiny amount of time relative to cleaning up a potentially large mess later
2
22
3,422
Analog is so back
SITUATION DETECTED: Warhound launched from stealth today with a $200M seed at a $1.2B valuation. Ben Lamm and Palmer Luckey are cloning gene-edited bio-enhanced dogs and equipping them with custom Anduril vests, goggles, and sensors for the military and law enforcement.
4
3
70
8,706
This is why the Pentagon is so focused on rare earths
10
133
9
1,674
89,347
2 tons of gold per year using the same amount of energy that each of the newest nuclear reactors in the US generate (Vogtle 1 & 2 in Georgia are both 1GW) But with one, very big, asterisk... it must be *fusion* Still very interesting, and impressive, but requires solving fusion energy at scale first
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
7
7
1
182
15,544
Rare earths aren't rare. The hard part is pulling them out of the dirt and rock they're found in
2
20
2
359
12,528
Hard to see how the S&P 500 isn't going to be a forced buyer. SpaceX just needs to be profitable for four quarters in a row Q1: ✅ Q2: ? Q3: ? Q4: ?
Sets up the S&P 500 to potentially be forced buyers down the road at a higher valuation and much larger percent of the index Rules are rules but interesting setup for investors and traders who will absolutely front run inclusion if it become obvious SpaceX hit the requirements
31
3,145