⁠Investing visuals
Sam: “we've been growing a lot and are out of GPUs”

Checks market: $NVDA down -7%

Smells like opportunity right?👌

GPT-4.5 is ready!

good news: it is the first model that feels like talking to a thoughtful person to me. i have had several moments where i've sat back in my chair and been astonished at getting actually good advice from an AI.

bad news: it is a giant, expensive model. we really wanted to launch it to plus and pro at the same time, but we've been growing a lot and are out of GPUs. we will add tens of thousands of GPUs next week and roll it out to the plus tier then. (hundreds of thousands coming soon, and i'm pretty sure y'all will use every one we can rack up.)

this isn't how we want to operate, but it's hard to perfectly predict growth surges that lead to GPU shortages.

a heads up: this isn’t a reasoning model and won’t crush benchmarks. it’s a different kind of intelligence and there’s a magic to it i haven’t felt before. really excited for people to try it! - Sam Altman
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⁠Mads
RT @MadsCapital: https://t.co/Gf1aGKmB0K
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Echoes of 2020 - 2022 over-extended pumps followed by strong sell offs $PLTR $HIMS $MSTR https://t.co/jFl3Pj3Z2l
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⁠Stock Analysis Compilation
Ennismore European Smaller Companies Fund on Costain Group Plc $COST LN

Thesis: Costain Group Plc is a UK engineering and construction company focused on infrastructure, particularly in transportation and natural resources, with strong growth potential driven by increased capex in the water sector and carbon capture projects, targeting over 5% operating margin and a projected upside of over 45% by the end of 2025.

(Extract from their Q4 letter)
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⁠Mads
the market would've been up if Jensen dropped this line:

@45WallSt "I am a forward-looking statement."

— Steve Jobs (Pixar '00 Q2 earnings call) - Turtle Bay
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⁠Dimitry Nakhla | Babylon Capital®
Visa $V & Mastercard $MA doing their thing

Businesses that support investor confidence during periods of EXTREME FEAR are 💎

Also, hard to believe we are truly in “extreme fear” considering we haven’t even had a correction yet

For those calling this a “crash” — this is nothing https://t.co/42nJwIlszT
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⁠Mads
a lot of you aren't geographically diversified and it shows
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⁠Quiver Quantitative
Trump's meme coin has now fallen 83% from its all-time high last month.

Melania Trump's meme coin has fallen 93%.

We have not seen any members of Congress buy either one yet - we'll keep you posted.
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⁠Mads
$TMDX +15% https://t.co/PhvHsNmxLc

TMDX is 25% of The Juice's "core holdings"
Earnings are tonight, and he's going to hedge it perfectly
https://t.co/vFxvKngiuQ - Mads
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⁠Mads
TOTAL RETAIL MONKEY DEATH

$RKLB Rocket Lab misses on eps, beats on rev. Down 13.7% AH and close to half of where it was ... January 24th. https://t.co/1IBsCXSQnB - North Bluff Capital
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