But who gets that money? It's just like the hyper loop. It never needed to work, he owns the company that would dig the holes. He doesn't need to go to Mars, he will get paid to launch people at it. Let's see him get on the first ship. Mars is to SpaceX what full self driving is to Tesla is what the hyper loop was for the boring company. It's the last slide in a power point deck selling daydreams.

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DECK minding its own business like… I’m just here to keep feet warm 💅🏻

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playing KOTOR this weekend on the steam deck. Absolutely fooookin stoked for FOTOR

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>Last quarter I rolled out Microsoft Copilot to 4,000 employees. >$30 per seat per month. >$1.4 million annually. >I called it "digital transformation." >The board loved that phrase. >They approved it in eleven minutes. >No one asked what it would actually do. >Including me. >I told everyone it would "10x productivity." >That's not a real number. >But it sounds like one. >HR asked how we'd measure the 10x. >I said we'd "leverage analytics dashboards." >They stopped asking. >Three months later I checked the usage reports. >47 people had opened it. >12 had used it more than once. >One of them was me. >I used it to summarize an email I could have read in 30 seconds. >It took 45 seconds. >Plus the time it took to fix the hallucinations. >But I called it a "pilot success." >Success means the pilot didn't visibly fail. >The CFO asked about ROI. >I showed him a graph. >The graph went up and to the right. >It measured "AI enablement." >I made that metric up. >He nodded approvingly. >We're "AI-enabled" now. >I don't know what that means. >But it's in our investor deck. >A senior developer asked why we didn't use Claude or ChatGPT. >I said we needed "enterprise-grade security." >He asked what that meant. >I said "compliance." >He asked which compliance. >I said "all of them." >He looked skeptical. >I scheduled him for a "career development conversation." >He stopped asking questions. >Microsoft sent a case study team. >They wanted to feature us as a success story. >I told them we "saved 40,000 hours." >I calculated that number by multiplying employees by a number I made up. >They didn't verify it. >They never do. >Now we're on Microsoft's website. >"Global enterprise achieves 40,000 hours of productivity gains with Copilot." >The CEO shared it on LinkedIn. >He got 3,000 likes. >He's never used Copilot. >None of the executives have. >We have an exemption. >"Strategic focus requires minimal digital distraction." >I wrote that policy. >The licenses renew next month. >I'm requesting an expansion. >5,000 more seats. >We haven't used the first 4,000. >But this time we'll "drive adoption." >Adoption means mandatory training. >Training means a 45-minute webinar no one watches. >But completion will be tracked. >Completion is a metric. >Metrics go in dashboards. >Dashboards go in board presentations. >Board presentations get me promoted. >I'll be SVP by Q3. >I still don't know what Copilot does. >But I know what it's for. >It's for showing we're "investing in AI." >Investment means spending. >Spending means commitment. >Commitment means we're serious about the future. >The future is whatever I say it is. >As long as the graph goes up and to the right. https://x.com/gothburz/status/1999124665801880032

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CAVA, CMG, MARA, DECK just to new a few lmao

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Bullish on all datacenters. Genesis project was the pivotal moment for all hands on deck approach. All winners. $ORCL $NVDA $TSM $NBIS $IREN $CRWV $GOOGL $MSFT $META $APLD $AMD $AMZN On more technical note, second half of 2026 and 2027 will improve the llm by a large amount due to Nvidia Rubin. The next generation Rubin Ultra will remove the bottleneck

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Everyday i go through every ticker in the stock market on thinkorswim and I find the best charts that’s have solidly upward channels over 10 years and are on a current low point in that channel. They have to be predictable and set to move upwards in the near term to reach fair value in their historical channel. Here are by far the best. TROX just moved 32% up yesterday. This has worked well for me in the past. Good luck. TROX: Tronox rising titanium dioxide demand as global industrial markets strengthen ACN: Accenture acceleration of digital transformation and AI adoption ADP: Automatic Data Processing recurring revenue model and steady payroll/HR demand AJG: Arthur J. Gallagher & Co. strong recurring insurance revenue. maybe the best of the charts listed here BC: Brunswick Corporation great numbers. make boat motors like Mercury BIIB: Biogen neurology pipeline and Alzheimer’s drug milestones offer long-term upside BRO: Brown & Brown consistent margin expansion and acquisitive strategy in insurance. Great chart CHDN: Churchill Downs rising online wagering and Kentucky Derby CHTR: Charter broadband and mobile growth / compelling cash-flow CLX: Clorox Bleach. Super undervalued CMG: Chipotle Mexican Grill Burritos and strong margins and brand CPRT: Copart, Inc. Industry dominant salvage-auction platform DECK: Deckers Outdoor Corporation HOKA and UGG. Hoka is top shoe for runners and orthopods FDS: FactSet expanding analytics platform and subscription model IT: Gartner research model and subscription service for large financial and news institutions KMX: CarMax, Inc. used-car affordability will help near term LIN: Linde plc industrial gases and clean-energy projects. Uber consistent chart. Look at this one for sure MMC: Marsh & McLennan Companies insurance brokerage consulting. Very solid MOH: Molina Healthcare Medicaid provider for tons of people with no alternative PAYX: Paychex Payroll and HR subscription. Very hard to replace for businesses. Very consistent chart PSN: Parsons Corporation cybersecurity, defense, and infrastructure. Down recently due to air traffic control contract going to another vendor. Very solid and has already replaced revenue with new billion $ contracts REGN: Regeneron biologics pipeline and Dupixent franchise drive huge revenue growth RSG: Republic Services waste-management and strong pricing power. Best stock ever. STLA: Stellantis dodge ram and other American car brands. high margins. Strong demand STZ: Constellation Beer. Modelo is #1 in the USA. Awesome upside for blue chip brand TEAM: Atlassian Corporation Cloud computing and development. Huge customer base and industry leading brand TRI: Thomson Reuters AI is helping TRI a lot with the generation of reliable leads and stories. Way undervalued right now VRSK: Verisk Analytics Computing platform essential to insurance industry. Solid margins and recurrent revenue WGO: Winnebago Industries Winnebago is actually doing really well right now. Consistent revenue beats. WIX: Wix.com Ltd. Critical recurring subscription platform for business websites and transactions

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Bro, over 90% of servers run Linux, then you have Android, now Steam box and Steam Deck. Gamers are adopting gamer centric Linux distros like Bazzite. People are ditching Windows because of shitty AI integration.

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TLDR: wait and see vibes due to AI spending and data center. AI is reducing productivity which is a good thing. So, data centers and AI being put forth to advance and all hands on deck so hopefully it doesn’t crumble this economy…you don’t want AI to fail you foolish bears

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Ive got this big ass deck

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