Rand Group
@randgroup
Trading & Investing. Building @RR2Capital with over 220 early stage investments. Join my +39,000 traders community at
1.3K Following 351.2K Followers
nahhh this can't happen again, right? right?!
Source: @rektfencer
🇺🇸 The United States will spend $1 trillion on AI in 2027.
🇨🇳 China will spend $123 billion and still ship frontier models.
How?
Export controls were supposed to choke Chinese AI. Instead they got cut off from compute and built models 10 to 35 times cheaper than ours out of spite.
🇫🇷 INSANE: France Leads in Number of Taxes by a Huge Margin
GM guys! Have an amazing day 👌
This chart doesn't show teens getting healthier. It shows teens getting lonelier.
One image that explains the next trillion dollar industry better than any analyst report.
Building a humanoid robot requires an 8-layer supply chain most people have never thought about:
Energy ($UUUU, $OKLO) → Chips ($TSM, $AMD, $NVDA, $ASML) → AI models ($GOOG, $TSLA) → Data centers ($CRWV, $IREN, $NBIS) → Servers ($DELL, $CLS, $CSCO) → Sensors ($ADI, $OUST, $CGNX) → Batteries ($QS, $ABAT) → Testing ($TER)
The companies supplying AI infrastructure saw $318 billion in spending last year alone. That doubled from the year before.
Now add the robotics demand on top. Tesla is converting its Fremont factory from cars to robots. Figure AI just helped BMW build 30,000+ vehicles with humanoid workers.
The robots are here and the supply chain to build them is investable today.
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For far too long, trading capital and invested capital have been kept separate.
Great to see projects building infrastructure for retail users where that separation no longer exists.
Grvt x @centrifuge 🤝
The yield was always there. You just weren't allowed to have it. Until now.
Grvt Earn now offers access to yield backed by @centrifuge's JTRSY (Janus Henderson Anemoy Treasury Fund).
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3D TVs died because nobody wanted to wear glasses to watch TV.
The AR pitch is literally "what if you never took them off."
One image that explains the next trillion dollar industry better than any analyst report.
Building a humanoid robot requires an 8-layer supply chain most people have never thought about:
Energy ($UUUU, $OKLO) → Chips ($TSM, $AMD, $NVDA, $ASML) → AI models ($GOOG, $TSLA) → Data centers ($CRWV, $IREN, $NBIS) → Servers ($DELL, $CLS, $CSCO) → Sensors ($ADI, $OUST, $CGNX) → Batteries ($QS, $ABAT) → Testing ($TER)
The companies supplying AI infrastructure saw $318 billion in spending last year alone. That doubled from the year before.
Now add the robotics demand on top. Tesla is converting its Fremont factory from cars to robots. Figure AI just helped BMW build 30,000+ vehicles with humanoid workers.
The robots are here and the supply chain to build them is investable today.
Show more
200,000 new RWA holders since the start of 2026.
Tokenized real world assets continue to scale.
This chart doesn't show teens getting healthier. It shows teens getting lonelier.
GM guys! Big day in the US with Kevin Warsh taking over a divided Fed Reserve after the departure of Jerome Powell.
💥 BTC Dom Index | Are you ready?
"Buy bitcoin" Google searches just collapsed to 21 out of 100.
Last time retail was this quiet, BTC was under $20K.
$BTC bouncing from the "historic bottoms" range to the oversold area. Get ready
Source: @jv_finance
Top 10 cryptos exactly 2 years ago... what do you notice?
Bitcoin sell-side risk ratio just hit historic lows.
Translation: everyone who wanted to sell already sold.
🔸 S&P 500 hits new All Time High of 7,500
🔸 Bitcoin pushing $82,000
🔸 Trumps China visit productive
🔸 Clarity Act has advanced through the Senate Banking Committee
Are you bullish?
⚡️ BREAKING: The Clarity Act has advanced through the Senate Banking Committee in a bipartisan vote.
The bill now goes to the full Senate... Really bullish for crypto.
