The funniest moment in the Oval Office today was when a reporter saw I was there and then asked the President of the United States if he wanted to put bitcoin in children’s Invest America accounts 😂

So far this year we have captured Maduro, neutralized Iran’s nuclear program, captured & killed multiple cartel leaders, and made FIFA reverse a red card. America’s generational run continues.

SK Hynix (2nd largest memory chipmaker) starts trading in US this week. I asked @cfosilvia to analyze the company, listing details & pros/cons of stock. Then I asked Silvia to help me think through position sizing. Try Silvia for personalized insights:

SK Hynix (2nd largest memory chipmaker) starts trading in US this week. I asked @cfosilvia to analyze the company, listing details & pros/cons of stock. Then I asked Silvia to help me think through position sizing. Try Silvia for personalized insights:

I spoke with @jvisserlabs this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end

The most American thing you can do is use new, innovative technology to self-manage your investment portfolio. No bureaucrats or bankers telling you what to do. We created Silvia to make it dead simple to use the latest AI to do exactly this. Try it:

The most American thing you can do is use new, innovative technology to self-manage your investment portfolio. No bureaucrats or bankers telling you what to do. We created Silvia to make it dead simple to use the latest AI to do exactly this. Try it:

America was founded by young men who believed in a better future for themselves. They coveted personal freedom, rugged individualism, and the unapologetic pursuit of capitalism. Today we celebrate 250 years built on the foundation they laid. Happy 4th of July! 🇺🇸