Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)

Secular Opportunity Index is LIVE

Index #2: Opportunistic Secular Tailwinds

Perspective on tariffs + reviewing construction basket

QQQ Killer Index Day 1 Starting Allocation

01Core Indexes: Modified QQQ

A deep dive on Google

How to beat the $QQQ - the sequel

How AI might destroy apple

The difference time makes; Tech bro cognitive dissonance

The absurdity of Climate Doomerism

The absurdity of Climate Doomerism

What will happen when "Intelligence" is no longer a limiting resource? Does it end cyclicality for chips and energy? Why compute demand might increase 12,700% over the next 10 years

Driverless car costs have gotten low enough that we can expect exponential growth from here on out

Homebuilders/construction cos+ semiconductor capital equipment companies - the good kind of cyclical

If you aren’t using LLMs to improve your decision making you will fall behind…

The inevitable death of Google

Google vs. LLMs = Facebook vs. TikTok? Apple intelligence delay is bullish for Apple; Deflation is coming

Comments on Ezra Klein's piece on AGI in the NYT (part 1)

XBytes - an experiment; Google is dying; Homebuilder complex; AI cracks superbug problem

Agentic robotics: historical funding and forecast; impact on war, labor force participation rate, & blue to red state migration.

Big Tech is Big Spending + The Implications of Said Spending on the Intelligence Explosion

10 Predictions from the year 2016 and how they panned out

Agents are Coming - the next General Purpose Technologies: The biggest companies are getting bigger even after you adjust for inflation (link to source).

Predictions for the humanoid robot ("Synths" for short) market by 2035: Topic Summary: