Full Interview with @Sandeman52 will be live on the @edelbridgealpha Substack on Monday, 30min before market open :)

The secret is out. The perfect tech company is only slutty sales people and virgin engineers. If the engineer has a female anime profile pic, hire them immediately.

Not enough people talk about the fact that @JensenHuang basically is the reason why the US will stay the dominant global economy. No Jensen no $NVDA no AI at this level today. Big problem for the US and all allies. Bless this man and put some damn respect on his name🫡 For me the greatest entrepreneur of all time. Period. Not close. One company. Biggest company in the world. Changed the trajectory of human civilization. Damn.

Love you guys! ❤️ My only regret is that I started the Autopilot portfolio in late March. Otherwise, it would now be closer to 400% 😭 In some weird way, the best thing that ever happened to me was people on X telling me that my returns are fake and that they don't believe me, because that was what actually motivated me to share my trades completely transparently. Only once I did that, my followers exploded from basically zero to 40k. So many people on X make much better posts than me. I just deliver returns. That's it, but I'm fine if I'm just a good returns guy.

$NBIS is finally Platinum rated on ClusterMAX! So many interesting points to digest. "solid business decisions have established them as the default neocloud to serve the neolabs."

Accelerate AI. End this monstrosity called aging.

Please read this quick post to understand how ridiculously similar AI bears today are to car skeptics 100+ years ago. Horse dealers argued that cars were "too noisy and too smelly" to last. Very similar to much of the data center FUD today ("turbines are dirty and loud") btw. Later, they argued that horse demand and prices were still extremely strong, so clearly the automobile wasn't disrupting anything. Literally the 1903 version of: "AI has been around for years and software spending / employment / whatever is still growing!" They argued cars were expensive toys for rich people that would never become mass market. "AI only works because hyperscalers are spending hundreds of billions on it. Normal companies could never afford this!" They argued automobiles were "crude, impracticable machines" that were too unreliable to replace horses. "Look at this hallucination! Agents still make mistakes! You can't trust AI with real work!" They argued cars might work for long journeys, but could NEVER replace horses for short trips and jobs involving lots of stops. "Sure AI can write an essay or some code, but it will never handle complex real-world workflows with lots of edge cases." They argued there wasn't enough gasoline available for cars to ever replace horses at scale. "Where will all the electricity come from? ⚡ The grid can't handle this! There aren't enough GPUs! Data centers can't scale!" They argued cars weren't actually more economical than horses. "Look at the inference costs! There is no ROI! The capex will never pay off!" One banker famously told an early Ford investor: "The horse is here to stay, but the automobile is only a novelty, a fad." Today's version requires no translation lol. And my favorite might be Scientific American in 1909 arguing that the automobile had basically reached the limit of its development because there hadn't been a radical improvement in the previous year. The 1909 version of: "Scaling laws are over. Models are plateauing. We already picked the low-hanging fruit." 🐎 → 🚗 How many of you now go to work by horse? 🤭

Let me quickly point out how insanely bullish the great early success of $META's Muse is for $NBIS. Those who actually listen to earnings calls and pay attention to details know that the Nebius x Meta contract is structured in a very interesting way. Meta has committed to $12B of dedicated capacity, while another up to $15B essentially acts as a backstop: Nebius can sell that capacity to OTHER buyers at potentially higher market prices, with Meta committed to purchase remaining capacity. In practice, this means Nebius has downside protection on that capacity while retaining upside if compute prices remain high. Now add Muse. As META finds more and increasingly valuable use cases for compute, its ROI on compute increases and, as a result, so should its demand for compute. The huge early success of Muse therefore increases the probability that Meta wants even more compute over time, whether through greater utilization of its existing Nebius capacity or additional contracts in the future. A massive customer with a very big wallet suddenly finding another potentially huge use case for compute = pretty damn good ;)

$NBIS (not the last one). Get used to this (price hikes) and winning in general. 2027 in a nutshell.

Ah, here are the $NBIS news.

Another insanely exciting interview today with none other than @Sandeman52 himself ✌🏻 I'll call this one "the magic of compounding". I think X knows what he stands for: conviction and a strong mindset that allow him to let winners compound and achieve some nasty gains 💰 Any interesting questions you want me to ask him that he has NOT already answered on his X?

I can tell you with high confidence what the strategy and performance of 99% of such AI first funds will be: - raw trend following - average market returns, minus fees They might be slightly more profitable internally, because lower token costs than salaries. But they will also massively amplify market moves both up and down, because they will all have roughly the same thesis and same TA, so they will buy and sell all at once. True alpha remains 100% human (for now)! Either you are better at interpreting information, making decisions or you have exclusive and valuable data. That's it. There's no alpha in AI sloping your decisions.

It’s VERY simple. If I shoot someone, I go to jail, not the gun. If my AI agent does something illegal on my behalf, I’m accountable. If AI labs knowingly build or deploy systems that systematically use illegal or dangerous methods, they’re accountable.

Wrote an article why I believe AI will ultimately make universal basic income 100% needed. By the way I had this opinion for over a decade, long before AI, so this is not a boomer thought I had recently because the AI panic got to me.

Ok we all agree CPU demand will be massive. But which stocks can we buy to express that view that arent trading at a PE of 100+ ? Because if there are no options I'm sry to say but it feels very much priced in.

Good morning from 🇦🇹 While AI races toward a future where humans may no longer be needed, Russia pushes its war deeper into Europe, and the Middle East feels one spark away from something much bigger… I’m standing between flowers and mountains, listening to a happy cow moo somewhere in the distance. Not a Doomer, but enjoy life, just in case 😜

The future of the human race depends on keeping these Effective Altruists as far away from control over AI as possible. They repeatedly tell you they care less about you than insects, and you should believe them.

Just made the first "emergency post" on the @edelbridgealpha Substack. I think investors globally really have to pay attention to what's currently going on. AI infra investors especially. Shared my thoughts in the article.