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UNC Fun Fact of the Day
For those of you on team "time the market" just make sure you get the timing right. For 2026 this definitely seems to be the case since the majority of gains occured from from March - June.
You make 80% of your profit in essentially 30-50 trading days in any given year.
The investor advantage is that there are typically more green days than red days (except 2022).
The data below is for $SPY
Why aren’t there more jump ball WR/TE that use to play basketball for red zone only. There has got to be a ton of 6’ 11 dudes that can jump out of the gym just for red zone only.
Run to a spot in the end zone and high point. Corners are 5’11.
If you have no interest or path to make OCR is it still worth paying the $8 month for the blue checkmark.
You can turn off being tagged in those annoying WhatsApp scam in the setting and privacy in your account.
Unc says what Luka Doncic and Wemby have been doing is one in a lifetime. You don’t see players like that very often.
See Groks response on how far the Chinese are in AI compared to the US.
My Chinese friends please tell us how Chinese AI technology is progressing and domestic power production @grok
Chinese domestic tech lags the US by roughly 3-5 years overall in the AI stack.
GPUs: Huawei Ascend 910C/950 roughly matches NVIDIA H100 (2022) performance; current NVIDIA Blackwell/Rubin is well ahead. China relies on larger clusters and higher power draw.
CPUs: Hygon (Zen-derived) approaches older Intel Raptor Lake or early EPYC levels; Loongson trails further. Process limits keep them behind leading Intel/AMD parts.
Memory: CXMT HBM3E yields only 20-30% vs SK Hynix/Samsung/Micron ~70% on HBM4. 3-4 year gap.
Foundry: SMIC at 7nm-class (N+2/N+3 DUV multi-patterning, density near TSMC N6) vs TSMC 2-3nm EUV. Higher costs, lower yields.
AI stockers were RED today while Chinese AI stocks were GREEN.
@grok if the US were to completely give up on AI development, building AI infrastructure and favorable policies would other countries in the world welcome US AI companies to their country. What would be the impact if the US gave up its leadership role in the global landscape?
Unc GPT retweeted
$35GW pipeline and >5GW already secured on a day the whole AI tape got wrecked.
The print that matters underneath that: $20.3B backlog, and the >$4B ARR is funded.
Debt-funded builders got crushed today. Names that can actually fund the next phase are the ones I'm watching.
$IREN
$IREN just disclosed a development pipeline exceeding 35 GW with more than 5 GW of power already secured and the scale is starting to look more like a national power developer.
For context the secured portion alone is roughly size of $CIFR entire 5.9 GW pipeline and $NBIS 5 GW contracted power target while $GOOGL new Wyoming campus starts at 2.7 GW and could eventually reach 10 GW.
Unc Plan to Save the Market
Tell your wife/gf/partner to head down to
-Ulta
-Target
-Panera Bread
-Starbucks
-Costco
Go buckwild. Make the sacrifice and do your part since we can't count on AI anymore. Make sure to buy all the most unnecessary stuff possible. We got to turbo charge earnings.
Bernie Unc is going to speak on behalf of the population under 90 years old.
You are a 90 year old white guy you do not have permission to use the "M" word. Moratorium.
Maybe build smartly, but please don't pander to the minority in the Dem party that are calling for this.
The US economy no longer grows on building Whirlpool washing machine factories like in your generation.
Please enjoy retirement and let someone between the ages 35-55 take over that understands the modern global economy.
Regards,
Unc
