list of stocks my AI says to never short: NVDA AVGO AMD TSM ASML ARM MRVL AMAT LRCX KLAC MU WDC STX SNDK MSFT GOOGL GOOG AMZN META ORCL PLTR VRT ANET CEG VST GEV ETN CIEN COHR LITE CRDO ALAB GLW APH DELL SMCI NBIS CRWV IREN APLD CDNS SNPS NRG TLN OKLO SMR BE FIX PWR EME STRL HUBB CCJ LEU FCX WULF CIFR EQIX DLR HPE NTAP CLS FLEX JBL TTMI AAOI AXTI MPWR TSEM NET DDOG SNOW MDB CRWD PANW NOW APP

todays news absolutely cooked OpenAI here... sam need to do something about Opus... https://t.co/4a27gT0e70

list of stocks my AI says to never buy: TEAM HUBS DOCU ZM MNDY BILL PATH AI ASAN BOX DBX FIVN FRSH WK EGHT RNG PD YEXT BRZE WIX GDDY DUOL CHGG COUR ETSY MTCH BMBL YELP IAC ANGI FVRR UPWK ACN EPAM CTSH IT GLOB G TTEC CNXC RHI MAN KFY INFY WIT OMC WPP ADSK U TRI LZ CSGP Z ZG TRIP LRN PRDO GHC TTD

Strongest structural winners: NVIDIA and the AI compute stack, plus hyperscalers that control models + cloud + distribution, plus companies with durable proprietary data that agents must access. Clearest losers: Low-moat, UI-centric SaaS that agents can route around or replicate, and deeptech/software without AI compute leverage or information moats? eg unity? (@grok came up with this mostly... )

manual human approval for huge withdrawals too is super basic protection that should have been in here too... 6b is insanely huge hotwallet lol

how it feels building actionable business insights for key stakeholders with live up to date charts supercharged with AI agents

max plan is a good deal when u think about it

just had the google gmail suggest a good email response...

We are so back

nah i think google will do well. search not so much but i just dont think there will be an ai meltdown. search providers theres many good ones now way cheaper than google a few thousand searches under a dollar on https://t.co/RsWAn5TO5d so no real monopoly on search tech now. can beat google at many searches with a few-30 petabyte index which is surprisingly common now, autoresearch/llm as a judge on search, lee101/gobed is sub ms embedding and search fused.... used to be hard to beat google search quality from a technical perspective but the thing is there isnt going to be a AI meltdown and Google has invested across the AI stack incl datacentres so are in a strong position now with the best model... carbon... so AI future is bright for Google if they dont mess it up. they need to sort the pricing out so they can compete with the max plan.