Freelunch @FreeLunchOrNot
There ain't no such thing as a free lunch investment! Macro / Equity / Digital Assets / Politics No financial advice. Everything is education and entertainment. personal views only Joined October 2021-
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Wild wild west is back
$IONQ just dropped its weekly quantum breakthrough. IONQ converted photons for quantum networking, linking qubits to telecom fiber. A big step toward a secure quantum Internet! Incredible how fast these guys advance in such complex subjects. Curious again about the next…
$IONQ just dropped its weekly quantum breakthrough. IONQ converted photons for quantum networking, linking qubits to telecom fiber. A big step toward a secure quantum Internet! Incredible how fast these guys advance in such complex subjects. Curious again about the next…
NVDA / BTC Bitcoin $BTC has been a great investment, but what really paid off is buying $NVDA 8 years ago.
$IONQ argues they are 5 years ahead of the competition. The combination of IONQ and OI results in diamond hands.
The MIT Nanda report (Sept 2025) reveals generative AI’s $97B consumer surplus! Based on 82M U.S. adults willing to pay $98/month to keep tools like ChatGPT, this hidden value dwarfs the $7B AI firms earned last year. A game-changer not reflected in GDP! We need more compute!…
Software apps face rapid disruption: only community-based apps survive for now. Google excels, injecting superior AI into apps, turning software into AI products & launching new ones constantly. Apple, MSFT, Meta struggle to create AI products. Preferred AI plays should be…
Great time with OKX and BCNL! Next year again!
“Cloud and AI is the driving force of business transformation across every industry and sector," said Satya Nadella, chairman and chief executive officer of Microsoft. We need a lot more compute!
Can somebody invite this guy to speak in front of the European parlement?
Can somebody invite this guy to speak in front of the European parlement?
We need more compute! End of message.
And we are back to trade wars. Don't forget these letters are a negotiation tool.
And we are back to trade wars. Don't forget these letters are a negotiation tool.
LoL
LoL https://t.co/fCWGpc7dWy
We need more compute! Jensen says AI agents use up to 10k x more tokens than one-shot LLM's. It is still early.
Jensen (NVDA): Every supercomputer will have a QPU on the side in the next few years.
3.6 billion annual inflow into the stock market (excluding the 5k).
3.6 billion annual inflow into the stock market (excluding the 5k).
$IONQ is expensive, but arguing that the road map is bullish is being modest. The competition, $IBM should be worried.
We need more compute!
An Iran deal could create a bigger deflation shock with lower oil prices. US bond yields need a deflation shock ASAP. US admin will need to max effort to get bond yields down.
An Iran deal could create a bigger deflation shock with lower oil prices. US bond yields need a deflation shock ASAP. US admin will need to max effort to get bond yields down.
NVDA makes much more cash flow....
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High-Quality Stock Sp... @lyxpas01rk99153
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