I’m building a long-term thesis on $RIVN. Not as a quick trade. Not as hype. The question I’m asking: Is Rivian just another risky EV company, or is it quietly building one of the most important software-defined vehicle platforms in the U.S.? R2 is the proof gate. VW, Amazon, and Uber are the validation layers. My full thesis: open.substack.com/pub/invest…

Did ChatGpt suddenly got worse? Multiple work chats have forgotten their SOP and are just generating garbage @OpenAI

Meta's new AI agentic bots, Muse, could disrupt the AI market by offering an open-weight alternative to closed models like OpenAI. This move is projected to be worth billions in the coming years, potentially changing the competitive landscape. #AIMarket #MetaAI

Fast forward ~7 weeks. $MSFT is higher and the Jan 2028 $390 LEAP is now up ~103%. Same lesson as before: The power of LEAPs is not predicting the exact bottom. It is buying enough TIME for the thesis to play out. Original thesis is still linked below.

PSA: @Muse just helped me find even MORE money. 😂 This time it pointed me to MissingMoney, where you can search for unclaimed property or funds that may be sitting in your name. Worth taking 2 minutes to check. I’m sure some of you will find a surprise 👇 missingmoney.com/

The Fear and Greed Index has dropped significantly, moving from 54 to fear territory around 29. While the market sentiment is fearful, the put-to-call ratio remains surprisingly below 0.8. #FearAndGreed #MarketAnalysis

AI-cloud revenue can resemble software. Economics may not. $CRWV’s adjusted EBITDA shows operating scale—but GPUs, depreciation, interest and replacement are central costs. The lesson: understand what each margin measures. invest4tomorrow.substack.com…

A 100% tariff on China would likely trigger retaliation, impacting US stocks. With midterms 7 weeks away, escalating trade wars seem unlikely, though market volatility can always surprise. #StockMarket #TradeWar

Determining if a product has hit rock bottom requires real-world observation. Seeing if customers are actually buying is the true indicator of potential rebound, not just a single quarter's surprise. #Retail #BusinessStrategy

AMD is a compelling stock as long as chips are needed. They're becoming a major player, second only to Nvidia in the GPU space, with increasing data center revenues. Their latest chips are highly competitive. #AMD #TechStocks

Business-model ranking is not a buy ranking. $NBIS may have the most balanced architecture. $CRWV has the strongest commercial validation. $IREN has the clearest physical-infrastructure edge. Valuation, financing risk and portfolio role still decide ownership. invest4tomorrow.substack.com…

Google's stock surge could be driven by its latest Gemini AI model release. Reports suggest it outperformed rivals in security tests. This could reignite excitement as AI development shifts. #GoogleAI #Gemini

The business model I prefer does not have to be the stock I own. I own $CRWV and $IREN through Wheel positions. I do not own $NBIS, though its architecture may be the most balanced. Quality, valuation and portfolio role are separate decisions. invest4tomorrow.substack.com…

Frustrating when you miss a clear breakout! This 16% swing trade return in just 5 days happened after a trend line retest. Now drawing 'zone' patterns to catch these short-term moves. #Trading #SwingTrading

$IREN is the physical-infrastructure bet: power, land, grid access and owned data centers. That is differentiated. The execution risk is equally real: its move from Bitcoin mining to an AI-cloud platform is less proven. invest4tomorrow.substack.com…

Well... that escalated quickly. 😂 Less than 24 hours after posting this, I actually gave Muse the job. “Negotiate my Verizon internet bill.” It logged into my account, reviewed the existing discounts, chatted with Verizon and negotiated: $89.99 → $69.99/month for 12 months +$100 gift card Total value: $340. I basically watched. This is the first AI product in a while that has given me that original ChatGPT “holy shit” feeling. ChatGPT showed consumers that AI can ANSWER things. Muse is showing consumers that AI can DO things. Still very early, but if $META can bring this experience to the mass market, I think people are underestimating how big consumer agentic AI could become.

Specialized AI clouds emerged as demand outpaced infrastructure deployment. They compete with speed, newer hardware, dense GPU clusters and AI-specific setups. Durability test: what happens when GPU scarcity is no longer the advantage? invest4tomorrow.substack.com…

President Xi Jinping is in the US this week, meeting with Trump amidst news of potential 100% tariffs on Russian crude oil buyers. This law, signed by Trump, targets countries like India and China. #Geopolitics #TradeWars #USChina

I heard folks are renegotiating their Internet bill using muse; guess I am gonna give it a shot tomorrow and see how it goes $META

Trying the famous Muse from $META

Long-term investors enjoyed AMD's massive run, even with targets indicating over 100% potential returns from current levels. A safe stop-loss could be around $450. #AMD #Investing #StockMarket