kjnk
Highest-alpha accounts on X right now are zephyr, jukan, paulo, serenity, illiquid, and all the other AI supply chain guys. But I am not part of this tribe. Whoever is just blindly following these tribe leaders are, in fact, likely going to be the biggest losers this year.
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Highest-alpha accounts on X right now are zephyr, jukan, paulo, serenity, illiquid, and all the other AI supply chain guys. But I am not part of this tribe. Whoever is just blindly following these tribe leaders are, in fact, likely going to be the biggest losers this year.
Most people organize into tribes because it is in their DNA.
When people do this, they stop seeking truth or what's right. They just go along with all of their tribes ideas.
People have a real threat response when their tribe gets attacked, because it was a matter of life and death for so long.
I don't think people can overcome this. It's just way too hardwired. And so I just avoid them. And again, this is most people. Instead, I try to associate and work with people who are far less this way than average, even if everyone does it to some degree. tweet
X (formerly Twitter)
David Orr (@orrdavid) on X
Most people organize into tribes because it is in their DNA.
When people do this, they stop seeking truth or what's right. They just go along with all of their tribes ideas.
People have a real threat response when their tribe gets attacked, because it…
When people do this, they stop seeking truth or what's right. They just go along with all of their tribes ideas.
People have a real threat response when their tribe gets attacked, because it…
Offshore
Video
Startup Archive
Elon Musk: “When something is important enough, you do it in spite of fear”
When asked how he can be so fearless investing his entire net worth into Tesla and SpaceX when everyone told him it was a crazy idea, Elon responds:
“It’s not as though I have the absence of fear. I feel it quite strongly. But there are times when something is important enough - you believe in it enough - that you do it in spite of fear… It’s normal to feel fear. There’d have to be something mentally wrong if you didn’t feel fear.”
He finds fatalism helpful for dealing with fear:
“If you just accept the probabilities, that diminishes fear. When starting SpaceX, I thought the odds of success were less than 10%. And I just accepted that I would probably just lose everything. But if we could just move the ball forward - even if we died - maybe some other company could pick up the baton and keep moving it forward. So that would still do some good. Same with Tesla - I thought the odds of a car company succeeding were extremely low.”
Video source: @ycombinator (2016)
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Elon Musk: “When something is important enough, you do it in spite of fear”
When asked how he can be so fearless investing his entire net worth into Tesla and SpaceX when everyone told him it was a crazy idea, Elon responds:
“It’s not as though I have the absence of fear. I feel it quite strongly. But there are times when something is important enough - you believe in it enough - that you do it in spite of fear… It’s normal to feel fear. There’d have to be something mentally wrong if you didn’t feel fear.”
He finds fatalism helpful for dealing with fear:
“If you just accept the probabilities, that diminishes fear. When starting SpaceX, I thought the odds of success were less than 10%. And I just accepted that I would probably just lose everything. But if we could just move the ball forward - even if we died - maybe some other company could pick up the baton and keep moving it forward. So that would still do some good. Same with Tesla - I thought the odds of a car company succeeding were extremely low.”
Video source: @ycombinator (2016)
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Offshore
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Moon Dev
No one would ever dare to tell you this about openclaw
But I will https://t.co/iBERgMf0kR
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No one would ever dare to tell you this about openclaw
But I will https://t.co/iBERgMf0kR
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Pristine Capital
RT @realpristinecap: The US is weighing limited military strikes to pressure Iran into a new nuclear deal.
To back this up, the Pentagon has orchestrated a massive deployment of military assets across the Middle East.
But experts are raising a red flag.
They warn that bombing Iran in the middle of active negotiations could have the exact opposite effect.
Instead of forcing a signature, military threats risk making Tehran walk away entirely.
The ultimate risk is derailing the deal and triggering a new, destabilizing conflict in the region.
High stakes diplomacy is in play 🌍
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RT @realpristinecap: The US is weighing limited military strikes to pressure Iran into a new nuclear deal.
To back this up, the Pentagon has orchestrated a massive deployment of military assets across the Middle East.
But experts are raising a red flag.
They warn that bombing Iran in the middle of active negotiations could have the exact opposite effect.
Instead of forcing a signature, military threats risk making Tehran walk away entirely.
The ultimate risk is derailing the deal and triggering a new, destabilizing conflict in the region.
High stakes diplomacy is in play 🌍
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The Transcript
RT @TheTranscript_: $CMG CEO: Core Chipotle customers skew affluent and digitally engaged.
“We learned that 60% of our core users are over $100,000 a year in household income… That gives us confidence that we can lean into that group in a more meaningful way.”
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RT @TheTranscript_: $CMG CEO: Core Chipotle customers skew affluent and digitally engaged.
“We learned that 60% of our core users are over $100,000 a year in household income… That gives us confidence that we can lean into that group in a more meaningful way.”
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Bourbon Capital
RT @BourbonCap: 5 Small-Cap Stocks with Strong Upside Potential
1. $SMR - NuScale
NuScale is the leading pure-play developer of small modular nuclear reactors (SMRs) and is uniquely positioned to benefit from rising demand for clean, reliable baseload energy, particularly as AI data centers and advanced manufacturing drive structural growth in electricity consumption.
Governments and utilities are increasingly prioritizing decarbonization while maintaining grid stability. SMRs are gaining momentum because they provide carbon-free baseload power with smaller footprints, faster deployment timelines, and enhanced safety features. This shift is translating into multi-year, multi-billion-dollar deployment opportunities.
NuScale holds a decisive regulatory advantage as the only SMR developer with full design certification from the U.S. Nuclear Regulatory Commission (NRC). This significantly de-risks execution and accelerates commercialization relative to competitors.
The agreement involving ENTRA1 Energy and the Tennessee Valley Authority (TVA) for up to 6 gigawatts of SMR capacity (equivalent to 72 NuScale Power Modules), represents the largest SMR deployment program ever announced in U.S. history.
ENTRA1’s inclusion in the U.S.–Japan energy framework agreement could unlock up to $25 billion in investment for baseload energy projects, strengthening NuScale’s global commercialization pathway.
NuScale targets first commercial power around 2030, supported by rising demand for reliable, carbon-free energy and its ability to offer behind-the-meter solutions for data centers and industrial customers. Importantly, the company maintains a relatively clean balance sheet while revenue growth is expected to accelerate materially as projects advance.
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RT @BourbonCap: 5 Small-Cap Stocks with Strong Upside Potential
1. $SMR - NuScale
NuScale is the leading pure-play developer of small modular nuclear reactors (SMRs) and is uniquely positioned to benefit from rising demand for clean, reliable baseload energy, particularly as AI data centers and advanced manufacturing drive structural growth in electricity consumption.
Governments and utilities are increasingly prioritizing decarbonization while maintaining grid stability. SMRs are gaining momentum because they provide carbon-free baseload power with smaller footprints, faster deployment timelines, and enhanced safety features. This shift is translating into multi-year, multi-billion-dollar deployment opportunities.
NuScale holds a decisive regulatory advantage as the only SMR developer with full design certification from the U.S. Nuclear Regulatory Commission (NRC). This significantly de-risks execution and accelerates commercialization relative to competitors.
The agreement involving ENTRA1 Energy and the Tennessee Valley Authority (TVA) for up to 6 gigawatts of SMR capacity (equivalent to 72 NuScale Power Modules), represents the largest SMR deployment program ever announced in U.S. history.
ENTRA1’s inclusion in the U.S.–Japan energy framework agreement could unlock up to $25 billion in investment for baseload energy projects, strengthening NuScale’s global commercialization pathway.
NuScale targets first commercial power around 2030, supported by rising demand for reliable, carbon-free energy and its ability to offer behind-the-meter solutions for data centers and industrial customers. Importantly, the company maintains a relatively clean balance sheet while revenue growth is expected to accelerate materially as projects advance.
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @qualityvalueinv: New post today - stock write-up on Greens Co Ltd, a Japanese hotel operator. Link below. ⬇️ https://t.co/9n8SNCljFN
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RT @qualityvalueinv: New post today - stock write-up on Greens Co Ltd, a Japanese hotel operator. Link below. ⬇️ https://t.co/9n8SNCljFN
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Lumida Wealth Management
MidTerm Election: A Danger For Markets?
Since 1945, the S&P 500 has averaged roughly +9.3% annually.
In midterm years, that drops to about +3%.
More important than the average return is the path.
The average peak-to-trough drawdown across all years is ~-13.7%.
In midterm years, it deepens to roughly -17%.
Half of the 20%+ intra-year drawdowns since 1945 occurred in midterm years.
How do you position in this regime?
Find out in today's newsletter: https://t.co/2LFZQ332rY
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MidTerm Election: A Danger For Markets?
Since 1945, the S&P 500 has averaged roughly +9.3% annually.
In midterm years, that drops to about +3%.
More important than the average return is the path.
The average peak-to-trough drawdown across all years is ~-13.7%.
In midterm years, it deepens to roughly -17%.
Half of the 20%+ intra-year drawdowns since 1945 occurred in midterm years.
How do you position in this regime?
Find out in today's newsletter: https://t.co/2LFZQ332rY
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The Transcript
RT @TheTranscript_: Volvo CEO: Electrification is shifting from margin dilution to margin neutrality or accretion.
“There is absolutely no risk that we will lose profitability if customers now go from a hybrid XC60 to an all-electric EX60… that is a game changer.”
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RT @TheTranscript_: Volvo CEO: Electrification is shifting from margin dilution to margin neutrality or accretion.
“There is absolutely no risk that we will lose profitability if customers now go from a hybrid XC60 to an all-electric EX60… that is a game changer.”
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