Hyping Science, Technology, Engineering, Energy, Space, Investing. Sidestepping the apocalypse. Humor and opinions.
Chicago, IL
Joined February 2009
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Daniel🔋 retweeted
Here's the variable-width bar chart you requested. Width scales with population size, height with approximate per-capita net worth. Area of each bar therefore reflects that group's total wealth share.
Boomers stand out with the highest average (~$1.36M per person). Younger cohorts have far lower averages despite larger numbers.
Data approximates Fed DFA Q2 2026 household totals divided by the population counts from the prior chart.
We are hearing from internal sources that a bipartisan Senate bill could fast-track AI data center expansion and the power infrastructure behind it.
The bottleneck for AI was never chips alone. It's permits, interconnection and power.
If this passes, watch grid equipment, independent power producers and data center developers first.
We are not Fox News or CNN but we trust our plug.
Fintwit got this wrong (again) as we suggested a few days ago.
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<pounding the table>
Land. Power. Shell.
$SMCI CFO Mark Long on what's limiting the AI buildout:
"It is not demand & it is not our ability to build. It is the pace at which customer facilities become ready. The binding constraints on AI build outs across this industry right now are land, power, & data center shells."
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I literally subscribe to a plane crash analyst on Patreon (@BlancolirioYT) so I can opt-in to plane crash gore shows when I’m mentally ready.
We need to have options for turning off sensitive gore in the feed @X @petersellis
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New trading strategy: no strategy.
Most quants spend the majority of their time searching for the perfect buy/sell indicator.
But what if I told you that the backtest below was generated by entering long or short positions across 31 futures markets completely at random?
No sophisticated indicators. No predictive signals. Just coin flips, position sizing, and a trailing stop.
This is a fascinating experiment that @basso_tom, one of @jackschwager New Market Wizards, presented during a Van Tharp seminar.
It raises an interesting question: How much of trading performance actually comes from the entry signal?
We'll discuss this experiment and much more in our upcoming interview with Tom Basso, which we'll publish next week.
Make sure to subscribe to our newsletter to receive it directly in your inbox. Link below 👇
Enjoy your weekend!
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Likelihood growing stronger that SpaceX will compete for Apple’s territory.
Prediction that @SpaceX eventually ships a GrokPhone or cellular device of some kind: a super thin-client device, purpose-built for SpaceX spectrum + offloading much to SoaceX AI compute stack.
With the indoor spectrum, the high capacity layer, nodes, and the model layer (Grok) the phone becomes the rational next step. Battery, Screen, sensor package but importantly, reduced on-device compute.
- Modest SoC & radios tuned for SpaceX bands, not Qualcomm’s usual multi-carrier compromise.
- Goodbye App Store fees and ad-driven apps, this is an agent-first device. Simply ask for the functionality you want and Grok codes it based on your prefs, memories, and accounts/connectors.
- Local model handles sensors, voice, offline basics and UI (with Tesla silicon?) - heavy thinking offloaded to SpaceX/xAI/Starmind.
- Form-factor freedom, thinner, lighter, flexible, tiny, built-in. Connectivity infused into everything.
- Seamless satellite/terrestrial handover with no traditional carrier SIM required long-term. Coverage is the product; the device just rides it.
$SPCX
We definitely need to explain this in detail. Veterans of the cellular industry look at the chess board of existing pieces and don’t see a solution.
They don’t understand that SpaceX is developing entirely new pieces that fundamentally alter the strategic landscape.
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Tell your @bot to not help you unless you met your fitness/steps/calorie goal the prior day.
Watch the pounds fall off.
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The S&P has risen in 70% of midterm Octobers. Only twice has it really cracked, and both times the setup was a Fed that wasn't done. I dug through the stories.
The most iconic image of Diogenes is the 1860 oil painting titled simply "Diogenes" by French artist Jean-LĂ©on GĂ©rĂ´me. This masterpiece perfectly captures all of the central elements of the philosopher's legend in a single, vivid scene:
• The "House": Diogenes is shown sitting comfortably inside his famous "home": a massive, broken clay storage jar called a pithos.
• The Lantern: He is seen meticulously lighting his lamp in broad daylight, a direct reference to his frantic search for an authentic, honest human being.
• The Dogs: Four attentive street dogs sit right outside his jar. This highlights his nickname "The Dog" and his deep philosophical reverence for the honest, simple, and unpretentious lives that animals live.
• The Contrast: In the hazy background, you can see the grand, clean architecture of Athens and upper-class citizens going about their day. Gérôme brilliantly contrasts the wealthy, artificial civilization of the city with the raw, gritty truth of Diogenes' voluntary poverty.
The original painting is at the Walters Art Museum in Baltimore, Maryland.
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The most famous symbol of Diogenes’ pursuit of truth is his lantern. According to legend, he walked through the brightly lit streets of Athens during broad daylight, carrying a lit lamp. When confused onlookers asked him what he was doing, Diogenes famously replied: "I am looking for a human being" (frequently translated or interpreted as "I am looking for an honest man").
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