Hank@Henadryl

find your balance

blevgroup.com
Joined August 2017
31 Photos and videos
Dec 2020: @ARKInvest warned Nvidia's AI chip monopoly was cracking — Amazon was rolling out in-house Trainium chips, and they argued hyperscalers (not AMD/Intel) were the real long-term threat. Nvidia was already up 119% that year trading at ~76x earnings. What happened next?
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The stock 17x'd. Earnings outpaced the price. CUDA's software moat outlasted the "custom silicon will eat Nvidia" fears. The bear case is always easier to write. Take in all of the negative headlines this year - and ask yourself what could go right.
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Been saying this
Invest Like the Best
@InvestLikeBest
Aug 11
"What if it all works?"
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Did not have it today. I’ve lost it. I will find it
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Update: found it last week. Very pure. Did not realize until I checked the card on 18. Now we run it back. The scariest round of golf may be the one after your best.
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The summer league overreactions are getting out of hand. Hoops media is starved for content
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Going to miss the green out of respect
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“It’s easy to charm a person who talks too much. All you have to do is listen.”
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Hell of a combo of headlines here
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Max Martin and Shellback

ALT Lakers Kobe And Shaq GIF
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Forza
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TLDR BetterHelp therapists are using ChatGPT to console patients. This is why men will read short reports instead of going to therapy.
Blue Orca Capital
@blueorcainvest
19 Feb 2025
We are short Teladoc Health $TDOC because evidence shows that patients on the BetterHelp platform pay for mental health therapy from licensed therapists but, with meaningful frequency, they unknowingly receive “therapy” from AI. We think this is rotten. blueorcacapital.com
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bloomberg.com/news/features/…

Zyn’s Online Hype Risks Leading to the Nicotine Pouches’ Downfall

Zyn represents success for Philip Morris’ “smokeless” strategy and also a major challenge: How can the company sell cigarette alternatives that aren’t so tempting it gets in trouble for hooking kids?

bloomberg.com
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War rig and a supply run to gas town War rig and a supply run to gas town
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How 3M Discovered, Then Concealed, the Dangers of Forever Chemicals newyorker.com/magazine/2024/…
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Everyone’s talking about hush money. What about hush puppies?
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I’m taking a Zzzquil gn homies
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I don’t get the Holger Rune hype
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