My codex /goal run had been working for the past 96 hours nonstop (probably poorly), and I’m just a hobbyist with no real CS background.
Kind of gives me similar feeling of CC spawning agents / subagents and running for half hour on its own (think back in Feb / Mar?)
It kind of felt obvious to me at that time that the agent fan-out is gonna drive material CPU demand.
This continuous run kind of makes me feel like the token usage is gonna take another leg higher and feels massively bullish to the already bullish compute. Also feels pretty bullish OAI
I’m sure some chads are already token maxing for days on end autonomously; I’m just a noob but even if I can pull this off, it does feel like a bunch of agents working 24/7 for a lot of white collar isn’t that far out.
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I think my wife’s agency (Mandala Growth Labs) is hands-down the best social-marketing solution historically serving the likes of top Chinese tech shops like ByteDance and rednote (often exclusive campaigns)
You should reach out if China’s tech scene / their global growth is of interest.
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We need the BEST creators on X!
no matter Eng or Chinese, just dm me
Congrats to @Rewkang & team on the launch of Robostrategy $BOT
Think it's gonna be a big altseason of frontier tech the next couple years across semis / space / energy / robotics and these guys are very well positioned in offering hard-to-get private exposure.
Also 1 share of $BRKB is lol
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Analyst: memory cycle is cyclical and will soon be peaking with no exception
Ser it may be true but this cycle could take up more than half of your investing career
Men just discovered fire
Cave Shaman: we are in an energy bubble
It's kind of crazy to say this, but I'm warming up to the the idea that the AI play for this mini-cycle in crypto may actually be $TON.
I think that lean team at Telegram is going all-in AI (hopefully shipping with CC / Codex). If the consensus and delivery forms around this thesis the token should go a lot higher beyond this initial pump.
tbf the chain still doesn't work that properly; maybe they'd finally fix that now.
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Here's a scenario that I agree with Pigeon:
- The sharper folks ditched crypto through 4Q25-1Q26 to ape semiconductor and AI stonks
- They have now taken some profit into a barbell position of cash/beta + extreme frontier constraint semi stocks (throw a dart at what Serenity + Leopold likes)
- This same group is now moving some cash back to crypto because chart & liquidity improved (w/ Saylor bid) and it's time to swing some risk again.
Indeed it may be. Although I doubt it's time to pile into top names people are hiding in — but instead one may want to chase new hot narratives that's working w/ bombed out charts looking good w/ no imminent supply overhang.
To name a few:
- $ZEC because the Silicon Valley cabal arrived at it being the privacy and quantum protected bitcoin where small digits share = big upside. Something left / mid / right curves can all buy into
- $TON because the telegram merge could bring real action in upgrades in value capture, features, and AI enablement
- I’m still looking for an AI play but I just don’t see it being $TAO; but I think we will get one. Hit me up if you have a strong thesis.
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Idk man I think Dario coming around to Sam’s view of going giga aggressive on compute is bullish
Wait is Korean government going full port $EWY itself
The South Korean government is launching a growth fund where they cover up to 20% of potential losses to protect investors.
• Government absorbs up to 20% of losses.
• Up to 40% deduction and a low 9% tax on dividends.
• Available from May 22 to June 11, 2026.
what the actual fuck
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Those of you in the old school who believe this is a bubble simply have not understood the new mathematics of semiconductor w/ advancement of AI demand, or you did not cared enough to try. Bubbles are mathematically impossible in this new paradigm. So are corrections and all else
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How I write these days:
- By hand if it's short (like on twitter). Actually spend time to make it short.
- If it's long, I have a skill distilled from all my writings in the past; I then give it bullet points of what I really want to say and have the LLM transform, and then I shrink it by a factor of at least 5 before posting.
The power is probably in crafting shorter pieces. I fucking hate reading through a piece 20% thru then realize it's some slop.
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Here's a scenario that I agree with Pigeon:
- The sharper folks ditched crypto through 4Q25-1Q26 to ape semiconductor and AI stonks
- They have now taken some profit into a barbell position of cash/beta + extreme frontier constraint semi stocks (throw a dart at what Serenity + Leopold likes)
- This same group is now moving some cash back to crypto because chart & liquidity improved (w/ Saylor bid) and it's time to swing some risk again.
Indeed it may be. Although I doubt it's time to pile into top names people are hiding in — but instead one may want to chase new hot narratives that's working w/ bombed out charts looking good w/ no imminent supply overhang.
To name a few:
- $ZEC because the Silicon Valley cabal arrived at it being the privacy and quantum protected bitcoin where small digits share = big upside. Something left / mid / right curves can all buy into
- $TON because the telegram merge could bring real action in upgrades in value capture, features, and AI enablement
- I’m still looking for an AI play but I just don’t see it being $TAO; but I think we will get one. Hit me up if you have a strong thesis.
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Yesterday, Mar-a-Lago
Witnessed President Trump’s energetic speech up close!
Hours later, White House
Shots fired, Secret Service rushed him off stage…
What a wild 24 hours.
They need a new ballroom for The White House for sure.
#Trump# #MarALago# #WHCD#
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Yay finally got a photo with @TimDraper
Time to buy some more bitcoin
There’s simply not a single investor I know that, after actually using CC / Codex, didn’t go out and size up their semis / AI exposure materially.
So what actually happens to jobs and LLM shops when all the semi raws are truly capped out for 6months in 2H26?
Was chatting with one of the smartest guys I know in public equities this week and talked about SaaS stocks, his answer still sticks with me.
Me: You spending any time in SaaS land at all?
Him: You're not talking to somebody who woke up a loser. SaaS is gonna play defense for the next decade, that's a loser position, I don't back losers, I don't short exponential rise of intelligence that will iron out all friction between atom and bits.
He obviously watches the Jensen interview.
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After blasting into the semi sector to go long the full 9 yard of AI stuff (CPU, GPU, ASIC, XRAM, LLM, etfs) with the thesis that we are chronically short the raws to power AI + AI demand continues to rock, where would you put incremental dollars to work?
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