Lots of persons are learning about vesting schedules of stocks post IPO's over the last few fews. All of these companies are 1/100th the size of OpenAI and Anthropic. Vesting schedules of the labs over 2027 and 2028 will bring the downshift
AI bubble isn't close yet. Market high's happening in 2027 however post frontier lab ipo's with stock release schedules
30-50% more upside in SPX from here the next 6-12 months
The $HYPE model proved that the token is the equity in crypto.
All profits should be going to benefit the coin. Pair this with a great product and you are golden
The get rich investment over the next 12-18 months is AI inference. Set up your own open source model. Understand the top ways to invest in this area
Study AI inference a minimum 25 hours over the next few weeks and reap the benefits by the end of 2027.
Just finished Milton Friedman's 'Free To Choose' Audible book.... spectacular.
Harry Potter rare collectibles (particularly the 90's first edition books) will be the next Pokemon Cards over the next half decade
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Wicked 🌽 weekly close paired with a hawkish Jackson Hole speech from Warsh last week. Perhaps a mid-September rate hike to send equities and the Satoshi coin to its final lows between $48-$52k in October before the dollar debasement cycle to $250k plus begins. Weekly close above the 50 week SMA at $82.5k invalidates this
The cities and states with the most abundance over the next 25-50 years will be rife with data centers
Clear as day OpenAI (ChatGPT) while were the first mover back in 2022 will not be amongst the Top Two in marketshare in models by the end of the decade. Anthropic (Claude), SpaceX (Grok) will be the stalwarts along with Open Source.
After the market bust I wouldn't be shocked to see OpenAI have less than 5% marketshare come 2030.
We’re sorry to see that OpenAI put out a note saying they plan to block Cursor users from accessing OpenAI models in three months.
OpenAI models serve about 5% of Cursor user traffic, and we’re speaking with the OpenAI team to resolve this.
Cursor was one of the very first users of OpenAI, we’ve worked closely with their team for years, and we’ve trusted their platform to be neutral infrastructure for our business.
The Cantillon Effect
USD is dead by the end of the decade. The debasement trade in real assets gold, silver, bitcoin and more has begun.
$SPX has been around since 1871 and just had its EIGHTH straight green six month candle (working on it's ninth now July '22 to Present). The only ever time in its 150 year history there has been eight plus green six month candles was from July '94 to July '99 when there was eleven before a 50% pullback.
The peak high in it's January '00 candle of $1552 did not see a single candle close above it until January '13 or 13 years later.
History doesn't repeat, but it often rhymes.
We are in the end game now ⌛️
One thing to note. The $SPX hasn't had a close below the 50 6M MA since July of '43. Every other time a major pullback of 50% plus that has happened the 50 6M MA has not only been touched, but acted as support.
In fact, the 50 6M MA has only been touched twice since 1943; the first time in 1974 and the second time in 2009.
Currently sits at $2,620 today.













