Real talk

X (formerly Twitter)

Michael Saylor (@saylor) on X

Sell a kidney if you must, but keep the Bitcoin.

I don't get it. Not selling though! $NVDA

X (formerly Twitter)

The AI Investor (@The_AI_Investor) on X

Amazon CEO Andy Jassy just said: “There’s not enough chips and power to meet AI demand.” $NVDA

Madonna - Justify My Love This belongs in the Louvre. Madonna, Lenny Kravitz + Jean-Baptiste Mondino == 🔥

Thank you Kim! ❤️ $NKE

Wall Street Journal: "Birkin Bag Maker Hermes Posts Higher Revenue on Strong Americas Performance" $RMS.PA "The French luxury group on Friday reported revenue of 3.96 billion euros ($4.15 billion) for the fourth quarter, up nearly 18% at constant exchange rates compared with the prior-year period." ""Hermes is affected by the crisis in China, but the group is quite resilient, Chief Executive Axel Dumas said during an earnings call. “There are positive signs, but not enough to expect a full recovery,” he added."" "Hermes proposed a dividend of €16 a share." No "è" on the keyboard at WSJ? Anyways, amazing results by Hermès. Will try to read or listen to the conference call this weekend. Source (paywall): https://www.wsj.com/business/earnings/birkin-bag-maker-hermes-posts-higher-revenue-on-strong-americas-performance-3207d7b6

Not sure what this is all about, but I'm going to find out. $H

DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459 Dylan Patel & Nathan Lambert on Lex! Just finished all 5 hours. This episode is beyond fantastic! Dylan and Nathan share so much knowledge about semi conductors, LLMs, data centres, geopolitics, Stargate (am I the only one who remembers the film?), the future of AI etc. If you have a interest in this space, you need to listen to this. There's no two ways about it...

Eric Prydz - Live from History Toronto 2025 We're not worthy! 🙌

Did a small buy of Nvidia. In Jensen and team we trust! $NVDA

BlackRock -5,5% on tariffs? Doesn't seem reasonable to me. Made a small buy. Larry got this one way or another. $BLK

Hermès - Fall/Winter '25 - Men's

Rick Owens - Fall/Winter '25 Men's

FKA twigs - EUSEXUA Album of the year?!?! A mix of: Madonna - Ray of Light Massive Attack - Mezzanine The Weeknd - Echoes of Silence/House of Balloons/Thursday Best track of the album IMHO

Jeffrey Emanuel - "The Short Case for Nvidia Stock" Currently reading this monster of a blog post. Halfway through. Very interesting regardless what you think of the stock price. It gives background, describes concepts and presents both a bull and bear case Highly recommended. P.S. I didn't sell ish today. $NVDA

The Short Case for Nvidia Stock

All the reasons why Nvidia will have a very hard time living up to the currently lofty expectations of the market.

What a tech sell-off today! I tried DeepSeek this weekend. It's good no matter what hardware it was trained on, there's no two ways about that. This is going to be interesting to follow. $ASML.AS $NVDA $TSM

Kiss - I Was Made For Lovin' You I was made for lovin' you, baby You were made for lovin' me And I can't get enough of you, baby Can you get enough of me? That hook has more pull than the sun.

The Tom Ford crocodile jacket Jensen wore at CES didn't deter me from buying more Nvidia today. Why would anyone be selling here? Did we watch the same keynote? Because some bogus job numbers? Also bought some Hyatt. $NVDA $H

Bloomberg - Microsoft to Spend $80 Billion on AI Data Centers This Year Staggering amount no doubt. "Much of the spending on data centers goes toward high-powered chips from companies including Nvidia Corp. and infrastructure providers such as Dell Technologies Inc." $MSFT $NVDA $TSM $ASML.AS Source (Paywall)

Bloomberg.com

Microsoft to Spend $80 Billion on AI Data Centers This Year

Microsoft Corp. plans to spend $80 billion this fiscal year building out data centers, underscoring the intense capital requirements of artificial ...