-focus on maintaining ROIC -all hardware IP from OpenAI (custom chips, ex. consumer) to be available to $MSFT for next 7 yrs -datacenter buildout pause - build on demand visibility, w/ grounding in chip replacement cycles, different power, networking reqs https://youtu.be/8-boBsWcr5A

On a positive note, $XYZ is stacking Bitcoin. https://pbs.twimg.com/media/G5lV718WgAAYqKr?format=jpg&name=medium

Today had time to dig into Block $XYZ Q3 materials. Tried finding a reason for a -10% market reaction. Likely culprit: falling Cash App GPV, despite accelerating growth in Cash App gross profit. It aint macro either. Venmo GPV (TPV) grew just fine. https://pbs.twimg.com/media/G5lPrfnWUAAF79D?format=jpg&name=medium https://pbs.twimg.com/media/G5lQZa6WMAA1Rrq?format=jpg&name=medium https://pbs.twimg.com/media/G5lSsS5XYAAfFVl?format=jpg&name=large

So $ALAB earnings did not disappoint. 104% YoY profitable revenue growth; 20% QoQ. Only yesterday learned $AMZN has a stake since 2024. They beat their own guides since IPO, however for 25'Q4 they are accelerating guided revenue. Holding, would add around $140 if market gives. https://pbs.twimg.com/media/G5A5sVFX0AACsLK?format=png&name=large

Bought remainder of target position in VLP1L at same cost as initial purchase two weeks ago. Increased position by ~20%.

Honestly, I don't understand the issue with Musk's $TSLA proposed pay package. 1. Does top richest man in the world need more money? 2. Why are fanboys cheering the dilution?

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves” - Peter Lynch "Your portfolio is like a bar of soap. The more you touch it, the smaller it gets" - unknown

Could not let go of yesterdays post after market idea to increase $ALAB, given sustained big tech Q3 CAPEX guidance. Doubled size (now 2% of portfolio) at $188.48. Will see what Tuesday report and market brings. Cash: 20%. Not posting updated chart..

Trimmed $NET position by ~10% today at $238. FIFO profit: +235% (+28.4% CAGR) Hard sell into accelerating revenue, but sale is portfolio share based only. No balls to trim to ~20% yet Wanted partial rotation into $ALAB, but market got ahead of me, seeing sustained bigtech capex. https://pbs.twimg.com/media/G4m7HAZWIAA_NHH?format=png&name=900x900

Nuclear power plants operated by France face particular stress from elevated river water temps and reduced flow volumes. Studies indicate outage levels could x2 at Chooz and x10 at Golfech reactors by 2050, w/ up to 14% of generation requiring curtailment in worst-case years.