
Follow the money ▫️created by @phlndrws ▫️ https://xitter.gq/t.co/SzK8imtaps ▫️ part of @morningbrew
California
Joined June 2021
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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
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%
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Speaking of fashion trends, I just watched this video and it’s super interesting.
I highly recommend @maxinomics videos on YT.
youtu.be/DA-CozY2isc?si=fF1q…
Full video
xitter.gq/maxinomics/status/2099…
Rule #1 of being a monopoly, do not admit you're a monopoly
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
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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.
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
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