I bet he’s gonna be fine for the rest of the season. Probably no chance he has anymore injury issues this year. None. Zero. Not possible. He’s good to go.

We are officially witnessing the biggest wave of infrastructure investment in modern US history. Total investment in data centers and AI infrastructure is projected to average 3.63% of US GDP per year from 2025 to 2032, the highest proportion among major infrastructure buildouts since the 1800s. The previous largest investment, railroad infrastructure, represented 2.24% of GDP per year in 1870-1890. This was followed by highway investment that averaged 1.13% of GDP in 1956-1973, while telecommunications and fiber infrastructure averaged 1.10% in 1996-2003. By comparison, electrification stood at just 0.50% of GDP in 1905-1925, while canal investment accounted for 0.66% in 1836-1841. This comes as AI and data-center infrastructure investment is projected to total ~$10.3 trillion between 2025 and 2032. The AI buildout is the largest infrastructure investment in modern US history.

Vladimir Guerrero Jr. says that he spoke to his father, who told him that he’d made a mistake and needed to do this (apologize): “I feel that the comments I made the other day is not what I really wanted to say. Everyone deserves an apology from me.” #BlueJays

Let’s address the ₿ull in the room.

This morning’s $TSLA Optimus update caught my attention because production ramp looks very similar to what one small-cap sensing name I own in my growth portfolio described in Q2. Management said its first humanoid customer expected production to move from tens of robots per week toward hundreds and eventually thousands which is almost exactly the cadence Tesla is now targeting. The hand is part I’m watching most because Tesla is reportedly still working through touch-sensor durability and developing a replaceable sensing glove which makes reliable force and touch sensing even more important as Optimus scales. Thats why this remains one of my favorite ways to play the 'Physical AI' theme because instead of betting on which humanoid wins I’m getting exposure to a sensing layer that every useful robot ultimately needs.

My GTA 6 Thesis $TTWO

Jensen Huang says robotics is going after a $50 trillion manufacturing industry. Instead of buying $TSLA, these are the 10 companies I believe could create millionaires: 1. $ON - onsemi onsemi agreed to buy Synaptics in a roughly $7B all-stock deal built around what it calls the four pillars of physical AI: power, sensing, connected compute and control. It also launched GaNEXUS, a gallium nitride power chip line aimed at AI data centers and robotics. Q2 revenue was $1.60B, up 9%, with its power segment up 19% and Q3 guided to $1.65B to $1.75B.

JUST IN: Barack Obama says the U.S. government is “much less corrupt” than at any point in American history.

Unbelievable. 3 hours later and the 10Y Note Yield is now above 5.20% for the first time in 19 years. The 10Y Note Yield is now up +50 basis points in 30 days and +30 basis points in 2 days. Even more remarkable is that the average American has no idea this is happening. Yet. The bond market is imploding in front of our eyes.

holy shit i asked claude to make a video on western civiization

1 year ago $BE $20 → +1,655% → $351 Now Same setup. Same logic. 13 stocks still trading at “early $BE” prices: 1. $POET

FIRST LOOK: Johnny Depp has a new film out this March called Day Drinker, which reunites Depp with Penelope Cruz for a fourth time after Blow (2001) , Pirates of the Caribbean 4 ( 2011) and Murder on the Orient Express (2017). The trailer definitely excites me & this is going on the Letterboxd watchlist.

$AAOI has finished a $500m ATM In April.. $600m ATM in June. Then filed another $600m in August. It's out of my control if management wants to abuse this trash repeated ATM structure. Instead following $AXTI like LTA prepayments and using that to fund buildout. Or taking private placements like $NVDA + Nebius for $2B and using that to fund buildout. Or convertible notes at 40% premiums. It's really hard for the stock to break out of $100 or $150 or $200 if there's $600M of selling pressure at those levels (and maybe expectations of future ATMs). I had the same criticism with $IREN with their $6B ATM, which is why it's been rangebound for half a year. And I'll say the same thing with my own thesis names too. I see $AAOI operationally very bullish for 2027, with $471m/month transceiver revenue. 400k ELSFP units/month entering 2028. The revenue ramp is absurd and can compress to single digit forward P/E. But I find it hard to get excited over funding infinite ATMs during the buildout, when you're sacrificing opportunity cost with names currently profitable like $SNDK or Samsung. I think a lot of retail investors conflate stock performance with how a company is doing operationally. $AAOI is capitalizing on a bottleneck with high demand visibility, but stock has been going nowhere near-term with repeated ATMs. I do expect AOI to strongly outperform (especially in 2027) if they stop issuing these stupid ATMs.

BREAKING: Goldman Sachs says over $7,000,000,000 will be spent on AI infrastructure by 2031. Here are ten stocks set to benefit the most: 1. $VST - Vistra Vistra sells the power. It has roughly 3,800MW of 20-year nuclear power agreements with Meta and Amazon. Meta's purchases begin late this year and the 1,200MW Comanche Peak deal with Amazon starts delivering in late 2027. It's also buying about 5,500MW of gas plants from Cogentrix, expected to close later this year, and is roughly 94% hedged for 2027.

Holy moly $P is up nearly 20% today. At the start of the year I called Everpure the next AI rerating after memory and bought $75 2028 leaps at $20.50. Now the stock now pushing above $130 and those options have officially tripled. My thesis was that once AI runs everywhere then the next constraint becomes how efficiently all that data is fed, stored, retrieved and managed. Thats starting to show up in the numbers with Everpure now guiding FY28 revenue to $7.2B versus $6.2B consensus while Scale AI, Modern Data Software and Hyperscale Solutions could reach ~20% of revenue by FY30.

$INTC CEO says $IONQ was his first quantum investment and he still owns half the position today. His view of the category is even bigger now by saying “quantum can be 10x bigger than AI” and calls the race for leadership a national-security priority.

🚨 Fantasy Football News Updates You Need to Know • Puka Nacua did not practice Wednesday • Nico Collins remained sidelined at practice • Brock Bowers got in another limited session • Travis Etienne was limited with a hamstring issue • Caleb Williams did not practice Wednesday • Case Keenum got work with Chicago's starters • Zay Flowers sat out Wednesday's practice • Malik Nabers practiced on a limited basis • Mike Evans did not get any work in Wednesday • Jaxson Dart was ruled out for the regular season • Jonathon Brooks will miss at least six weeks • DJ Moore was limited but felt great after practice • Jadarian Price put in a limited session • Sam Darnold returned to practice Wednesday • Jaylen Warren is dealing with a shoulder injury • Rico Dowdle is wearing a boot on his foot • J.K. Dobbins was limited at Wednesday's session • RJ Harvey practiced in a limited capacity • Jonah Coleman sat out with a sprained ankle • Tony Pollard was held out with an ankle issue • Tyjae Spears did not practice due to an ankle injury • Jalen Coker is still dealing with an ankle issue • Aaron Jones missed practice with a knee injury • Alec Pierce will be placed on injured reserve • Kyle Monangai was not spotted by reporters • Michael Pittman Jr. returned to practice • Terrance Ferguson is tending to an ankle issue • Jakobi Meyers is still not past his thumb injury • Jauan Jennings is back with the Vikings • Caleb Douglas was not able to practice • Chris Bell is dealing with a knee injury • Andrei Iosivas will undergo thumb surgery

anyone who willfully puts $30M into an investment definitely has insider info LOL there’s a big club and we’re not a part of it

Find it amusing that Alexander Wang, the highest paid $META employee by a mile, is hyper active on X and barely posts on Threads. Same with Zuck himself, posts some stuff on Threads, but primarily posts on X too. I mean, I know X is the more dominant social media platform by miles, but like Trump to Truth Social, wouldn’t it make more sense to be more exclusive to YOUR very own platform that you are trying to grow and compete against X? 🤷‍♂️