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120 años de historia del mercado de valores en un gráfico: 15 cosas que aprendí mirando 120 años de historia del mercado de valores.
Lección 1: Invertí a largo plazo. A corto plazo, los rendimientos de las acciones pueden ser muy volátiles, pero son sólidos a largo plazo.
Y después seguís teniendo gente que cree que es todo una burbuja y que va a volver todo a como era antes 🤣
Norway now has more than 2,000 underwater AI laser robots shooting lice off its salmon
they're made by a company called Stingray, and they already guard more than 50 million salmon and trout 24/7
the reason is sea lice, tiny parasites that latch onto salmon and feed on them
as few as 11 can kill a small fish, and one pen can hold 150,000 salmon
the usual fix is pumping the fish out and blasting them with warm water or water jets to knock the lice off
but the handling is so rough that Norway's fish health report ranks it the top cause of death in full-grown farmed salmon
so instead, Stingray puts a robot inside the pen that hunts lice one at a time, all day:
> two cameras watch every salmon that swims past
> AI checks two frames to make sure it's really a louse
> then a green laser fires from up to 2 meters away
> the salmon's scales reflect the beam, so the fish swims off fine and the louse is dead
we now live in a world where AI lasers do pest control on your dinner lmao
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Freenance_AR retweeted
A few years ago, Peter Thiel wrote to Mark Zuckerberg: 70% of Millennials say they're pro-socialist.
His conclusion: stop calling them stupid, and try to understand why.
His explanation was economic. Too much student debt, unaffordable housing, no capital. When you own nothing, you have no reason to defend the system.
He's right. But that's only half the story.
The other half is school.
School destroys critical thinking. Methodically. For fifteen years.
You learn to recite instead of question. To find the expected answer instead of the true one. To obey authority instead of reasoning for yourself.
When you've spent your youth outsourcing your thinking to an institution, it feels natural to outsource your life to an even bigger one: the State.
That's why so many end up Marxist. Not by conviction. By conditioning.
And that conditioning is about to become a handicap.
We're entering a world where AI does everything conformist, predictable and standardized better than we do. The only value left is thinking differently.
To create value tomorrow, you'll need to be neurodivergent.
And someone who thinks differently and reasons from first principles almost always ends up seeing the same thing: the State, as it works today, destroys more value than it creates.
It's no accident that Alex Karp created a fellowship at Palantir dedicated to neurodivergent talent. To him, in the age of AI, there are only two ways to have a future: master a real trade, or be neurodivergent.
But I'll go further than Karp.
I believe neurodivergence isn't the exception. It's the natural state of the human mind.
Look at a four-year-old. They ask hundreds of questions a day. They take everything apart. They refuse any rule they don't understand. They think from first principles without even knowing it's a thing.
Then they go to school. And we spend fifteen years normalizing them.
School doesn't shape minds. It sands them down.
The future belongs to those who survived the sanding.
Así que armaste un modelo de flujos de fondos descontados, asignaste un valor terminal y armaste un sensitivity chart con distintas tasas, ¿Pero omitiste agregar la chance de que al CEO lo enganche una espía china? $NVDA
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Inentendible y completamente anti liberal querer gravar uno de los únicos instrumentos que le permitían a la gente acumular capital. BESTIAL.
Freenance_AR retweeted
Total normalidad en Brasil, donde un juez sospechado de corrupción, censor público y autovictimizado para condenar a Bolsonaro padre exige, por motivos secretos, que Bolsonaro hijo entregue su pasaporte y entonces este deba huir. Salvada la democracia brasileña. Un éxito.
La bolsa brasileña cerró el viernes en una capitalización de cerca de un trillion dollars (US$ 1.000.000.000.000)
Hoy Brasil está borrando ~250.000 millones de dólares de riqueza de un plumazo.
Increíble.
Freenance_AR retweeted
Let’s make sure the entire world understands. In Brazil, judicial rulings in connection with federal elections are made by the court that has been in place for that very purpose, the Supreme Electoral Tribunal (TSE).
@LulaOficial requested to the TSE that the polls be extended by two more hours in the entire country, citing “transportation problems.” Who controls the transport system? Lula’s government surely more so than a senator running for president.
Instead of waiting for a TSE ruling. @LulaOficial immediately asked Brazilian Supreme Court (STF) justice @Cristianozaninm to order the polls remain open WITHOUT any TSE ruling. Within minutes (did Zanin even read the filing?), the polls were ordered to remain open by Zanin.
The STF has 11 justices. What did Zanin do before becoming an STF justice? Oh yes, he was Lula’s criminal defense lawyer in his corruption cases.
If this blatant rigging of the elections will be used to announce that Lula won, is Lula seriously expecting anyone in the international community to recognize that as a free and fair election? He knows nobody will.
Has the desperation reached a point that today is the day the mask fully comes off and Lula becomes the next Nicolas Maduro? For the sake of Brazil, I pray that is not the case.
Zanin, do STF, determina extensão da votação em todo o país até as 19h após problemas no transporte oglobo.globo.com/politica/no…
como van a extender el horario de una votación presidencial después del cierre de urnas jajajajaja después los que defienden este mamarracho en Brasil escriben ríos de tinta preocupados por la democracia y la caída en gracia de las instituciones
Lejos de “depreciation into oblivion” el lifespan de los semis es mayor al esperado y encima con los bottlenecks físicos Y FINANCIEROS en este contexto de polmon contractiva, darán mayor pricing capability a los hyperscalers (y toda la value chain para arriba y para abajo). Igual recordar siempre que la value chain de AI se valida desde abajo para arriba a la larga (app layer).
Good data showing that NVIDIA AI infrastructure is a durable, investable asset that retains value.
New applications and workloads keep landing on our fungible platform, increasing demand because of its productivity.
Chart by @a16z
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Freenance_AR retweeted
Peter Lynch: "You make more money on the upside. The market is going to be a lot higher ten years from now, twenty years from now, thirty years from now."
"Over the long term, the upside is more than the downside."
"If you can keep putting money in ... you should do well."
Freenance_AR retweeted
Nvidia: We're guiding to 70% revenue growth next year. There's incredible AI demand for 100% growth, but we can't supply it.
Google: Everyone wishes they had DOUBLE the compute capacity right now. There's so much AI demand.
Bloomberg/FT: There's a $500 million market-cap Korean neocloud no one has ever heard of and it traded poorly on its IPO first day. AI IS DEAD. EVERYONE FREAK OUT AND PANIC!
Pero leí en tw que era todo una burbuja así que seguro se cae 😂
How could you POSSIBLY be bearish on compute right now when GPU rental prices are doing THIS?
According to data from FastGPU, GPU rental prices increased as many as 81 times across providers over the past 60 days, with some of the most important chips used for AI training and inference seeing MASSIVE price increases. NVIDIA B300 rental prices increased 52.8%, going from $8.50 to $12.99 per GPU hour. H200 prices jumped 33.3%, B200 prices increased 27.8% and H100 prices rose 30% and the RTX PRO 6000? Rental prices surged an absolutely INSANE 307%.
We're watching AI infrastructure companies get absolutely DESTROYED in the stock market, with investors freaking out about debt, financing costs, oversupply, and whether these companies will ever generate attractive returns on their investments. Meanwhile, the actual cost of renting the underlying compute is going UP.
If we were genuinely heading toward a massive compute oversupply, you would expect rental prices to start collapsing as providers competed to fill their available capacity. Instead, we're seeing pricing strength across some of the most important GPUs powering the AI industry. And remember, we're still in the EARLY stages of AI adoption. Frontier labs are scaling their training clusters, inference demand is exploding as more people and businesses adopt AI, and the amount of compute required to serve increasingly sophisticated models continues to grow.
This is EXACTLY why I've been so bullish on companies like $NBIS , $MU , $CRDO , $IREN etc. I genuinely believe compute will remain one of the most valuable resources in the AI economy for years to come. And while Wall Street continues panicking over the short term volatility, I'm BUYING THE DIP.
If you want to know exactly what I’m buying on this dip and how I’m positioning across the compute buildout, check out portfolio below.
link.milkroad.com/tx5qip
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