i say this not to be a dick, but to shake up a behavior i see trap so many retail investors: spending endless hrs buried in market noise, whether it’s fighting over theoretical $TSLA robotaxi fleet sizes yrs out or macro nonsense, while missing one of the biggest and easiest-to-spot single-day trade opportunities in yrs. $META

We’re 3+ years into the AI trade. If you spent less than 10 hours this weekend researching $META ‘s Muse launch traction and mapping the market beneficiaries so you could initiate trades overnight or at this morning’s open wtf are you even doing with your time as a trader?

$META Muse is a textbook Social Arb setup as early traction is a genuine surprise. $META is the obvious beneficiary. The off-radar derivative: $AMZN. Meta already uses Amazon Bedrock at scale and has committed to tens of millions of AWS Graviton CPU cores for its agentic AI workloads.

A privilege to have partnered in a small way with @BeastPhilanthr over the past year on this project. What @MrBeast and his team have built goes far beyond this village. The model is meticulously designed around the many nuanced, often overlooked issues that cause projects like this to break down years after the cameras and initial funding leave. And with full transparency into its effectiveness built in, we’ll actually be able to see what works, what doesn’t, and improve from there. I’ve also gotten to know and love this team over the past year and have watched them pour their hearts into this project, making countless personal and professional sacrifices to get it right. It has not been easy. Hopefully this becomes a proving ground for a model that can be replicated at scale and ultimately help eliminate child labor globally.

If you spent more than 30 seconds this week trying to handicap today’s Fed decision, I have one question: What edge do you think you have over every institutional investor and economist in the world? Don’t confuse what everyone is talking about with where the opportunity is. Look for alpha where you actually have a chance of finding it.

People have been asking me for a while to do an A to Z video on social arb trading, from idea generation through research and trade execution. Recently got the chance to do exactly that with Chart Academy. We went through the entire process and they made it free to watch. So here it is 👇

Everyone’s hunting for the next 3-5x AI trade. I’d rather find 50% upside with limited downside and enough certainty to size it big and add leverage. The best asymmetry isn’t always the biggest upside. Sometimes it’s the one you have the conviction to size into.