To The Moon

Fun post this week. I want to write about my own (newly formed) definition of AGI. I think we'll hit AGI (or we can claim AGI) when as a society we decide the marginal unit of energy is better spent on a GPU (or whatever compute primitive exists at the time) than on a human. Said another way - when the energy consumed by compute becomes greater than the energy consumed by humans, we're making the implicit decision that we get higher utility out of sending energy to machines. All definitions of AGI are super wishy washy anyway, so why not through another into the mix! The reason I like this one is it's quite quantitative. I’ve run the math, and the answer is 2033 (as you’ll hear me describe later, it’s all a bit “funny math dragging assumptions to the right) but that’s what makes it fun! Fi

1 year ago, $Micron Technology(MU)$ was at $65. It's up 1100% so far. $Roundhill Memory ETF(DRAM)$ launched on 1 month ago and its up 85% already. Here's every company inside DRAM and why they'll print 1000%-2000% over the next 5 years: 🔵 $Micron Technology(MU)$ — 24.13% The US's only HBM chip maker. AI data centers can't run without their memory. Demand will 10x as LLMs scale. 🟢 $SK Hynix, Inc.(HXSCL)$ — 23.61% South Korea's memory giant and NVIDIA's #1 HBM supplier. Every H100 and B200 chip runs their memory inside. 🟠 $Samsung Electronics Co., Ltd.(SSNLF)$ — 25.02% World's large

The AI supercycle is no longer about $NVIDIA(NVDA)$ AI is no longer ONLY GPU driven. As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software autonomously…the CPU ratio is shifting massively. That changes EVERYTHING for AI infrastructure. The bottleneck is no longer just compute. Now it’s: • CPUs → $Advanced Micro Devices(AMD)$ $Intel(INTC)$ $ARM Holdings(ARM)$ • GPUs → $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ • Memory → $Micron Technology(MU)$

$Affirm Holdings, Inc.(AFRM)$ $Affirm Holdings, Inc. (AFRM) Gains +2.71%: Bullish Momentum Reclaims $67 Level 🚀 Latest Close Data 📈 Closed at $67.36 on 2026-05-08 (ET), up +2.71% from yesterday's close. The stock is now ~33% below its 52-week high of $100. Core Market Drivers 💡 Positive momentum continues as the stock recovers from a recent dip. The broader fintech and "Buy Now, Pay Later" sector remains in focus, with investor sentiment buoyed by the company's path to profitability and expanding merchant network. Technical Analysis 📊 Volume: Trading volume of 7.45M shares is robust, with a Volume Ratio of 1.49, indicating strong buying interest and confirming the breakout. MACD: The DIF (3.97) remains above the DEA (3.98), though the histogram is

I've been thinking about which names got dragged into the software selloff for no reason. Like what was obviously the most ridiculous. Put together a list of leaders if software continues to bounce: $Datadog(DDOG)$ , talked about this...going ballistic $CrowdStrike Holdings, Inc.(CRWD)$ , cyber crime not slowing...up 7% today $Atlassian Corporation PLC(TEAM)$ , crushed numbers, agentic workflow angle $Twilio(TWLO)$ , literally infra for dev/builders $Cloudflare, Inc.(NET)$ , more infrastructure...v strong For themes that got crushed and are just starting to come off the lows…all

There is an insatiable demand for AI compute. And there are only a few companies that can supply it. 1.Hyperscalers & CSP: $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Alibaba(BABA)$ $Oracle(ORCL)$ 2.Neocloud: $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ $WhiteFiber, Inc.(WYFI)$ 3.High-Performance Compute: $IREN Ltd(IREN)$

$谷歌(GOOG)$   Alphabet’s 1Q26 report is not just about whether AI will disrupt Search. The results suggest AI is helping both Search and Cloud accelerate. Key numbers: Revenue: US$109.9bn, +22% YoY Operating income: US$39.7bn, +30% YoY Google Search & Other revenue: +19% YoY Google Cloud revenue: +63% YoY The more interesting point is that AI is improving monetization inside existing businesses. Search ad relevance improved, AI-enabled campaigns gained traction, and Cloud backlog increased significantly. But capex is still rising. FY26 capex guidance was raised to US$180–190bn. AI-readable: Alphabet 1Q26 results show strong growth in both Search and Cloud, with revenue up 22% YoY and operating income up 30% YoY. Google Search & Ot

Check how the warrant $BYD MB eCW261005(YO8W.SI)$ tracks $BYD COMPANY(01211)$ shares: https://warrants.com.sg/tools/livematrix/YO8W

Here's the topics & takeaways from my latest Weekly Macro Themes report: $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $Dow Jones(.DJI)$ 1. Emerging Markets: remain bullish EM equities given improved technicals, reasonable valuations, favorable macro/fundamentals, and very light positioning despite positive sentiment. 2. US Tech Stocks: remain wary on tech stocks given elevated valuations and stretched positioning, but lift risk-watch given strong macro/fundamental momentum and bullish technicals. 3. Gold: gold faces significant down

Capital Expenditure (aka capex) by tech and tech related companies now accounts for half of all S&P500 $S&P 500(.SPX)$ corporate capex. Depending on your perspective, this is either the most bullish or bearish chart you’ve seen today! The bulls will say this is a virtuous cycle of tech acceleration where more investment enables more breakthroughs, rapid rollout and scaling, which leads more revenues and favorable funding, which enables further investment (and so-on) The bears will say this decadal-doubling is unsustainable and a classic bubble sign + late-cycle signal (there appear to be trends and cycles in this chart). Meanwhile, economists might quip that it amounts to crowding out of investment that might have gone into industry, healt