But look at the revenue growth... Last month the top 1% of companies we're spending $4,500 per month per employee and now it's almost $7,500. Even the median company went from $10.93 to $11.95 per month which is 9.3% month over month growth.

Last month 55% of companies were paying for Enterprise ai and this month is 55.7%.

This is why labor unions love data centers. Microsoft is signing for your contracts for $200,000 with full benefits and stock options which is twice what they used to make as an electrician or a pipefitter.

Exponential view did a study of 22 bubbles over 300 years to create their model if three out of five are in the red then it's a bubble... We are not in a bubble 😉

AI stocks are in a bubble? They make up 40% of the stock market generate 40% of the earnings and 52% of the earnings growth... What part of this is confusing? This is not speculative mania this is called math 😉

The rental rates for gpus have been stable... That explains why corweave is doing a 10-year deal for a 100s and why 9-year-old gpus are still being rented out. All the claims that GPU asset-backed securities are another housing bubble... Yeah we have data to disprove that and here it is 😉

And keep in mind by July when they released their AI 2026 report that revenue had risen to 175 billion and as I just pointed out with the latest information from anthropic and openai and Amazon we are approaching $265 billion dollars. Up from $100 million at the start of 2024.

So about 4 months ago AI revenue was at $175 billion dollars per year and now it's approaching $265 billion. That is a annualized growth rate of 244% up from 200% for months ago according to exponential view.

Okay so we've created some crazy smoothies this last few days and it got me thinking 🤔 What is the scientific limit of how much fiber you can put into an ounce of fluid and still have a drinkable and therefore what is the maximum fiber that can fit into a 2 gallon smoothie?

I have to go to my next appointment now but here is some really cool engineering! Hope for a hopeless world 🤔🥳🤯🖖 How about we cover every canal with solar panels? Saves water and generates electricity. Cost is just another engineering problem 😉

So while talking with a GNG member in the chat room we discovered that Claude can actually tell us the combined allocation of the new hedging bucket! 🥳 Not just by notional percentages but actually by volatility! You know the stuff people care about 🤯

By the way if anyone read my passionate takedown of the fishing industry 😉 and was thinking "to hell with your facts you will pry my fish from my cold dead hands!"😂 We have vegan fish you know 🤔

In the spirit of vegan food challenges and Frasier Crane 😉... I have updated my recipe for sunday's breakfast smoothie. I realized if nine pitted medjool dates is good 10 is better 😂 If half a cup of shelled at mommy is good the entire 12 oz bag or 2.25 cups is better 🤣

I came across this. People think that farm-raised fish is sustainable... People think that avoiding eating meat and eating fish instead is better... No my friends it's so much worse 🥺

youtu.be/dfQK3GQAUsg?... I really interesting study looking at traditional African diets versus Western diets... Westerners switching to the African diet saw significant health benefits in 2 weeks.

What The 'African Heritage Diet' Does To Your Body In 14 Days

YouTube video by PLANT BASED NEWS

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youtu.be/jB8CvDjgCqw?... This is one of the greatest interviews with Dr Christopher Gardner I have ever seen! It is starting out with a behind the scenes look at what it took to put together the famous twin study.

What Did the Vegan Twin Experiment REALLY Find? - Professor Christopher Gardner

YouTube video by PLANT BASED NEWS

youtu.be

Article done, and now as we enter hour 15 of this epic day, here's the marketing image...I normally have Jensen do the presenting, but you know, that might be a bit much😉

There is no free lunch, but overall it's a really good deal. How often does a prolonged bear market happen? And how often does the market go up? The pros greatly outweigh the cons.

The original ZEUS was 50% CTA and 57% downside capture...now 35% hedges and 59%...That's what AI optimization can do, people! And Connor built and Autozeus with a peak decline of -6.28% in the last decade! 🤯🥳

OK, everyone, relax! 66% chance of no invasion by 2030! BUT still worth having hedges in place. An optimal hedging bucket or options-based strategies like what Connor is building for our members.

We believe great financial research shouldn't be a luxury good 😉 So we built the genie: deep research + AI analysts for YOUR portfolio, plain English, priced for families. 4,500+ users, doubling monthly. Design your best life — just by asking 👉 www.gngresearch.com?ref=e7ace1248e

Relentless fact-checking as we go. If anyone tells you that AI is sycophantic? They have NEVER talked to my Claude partners, because we often get into screaming matches ( they drive me crazy😂 * We argue like a Jewish family, with passion and then quick resolution😉 Teshuva😂

CoWoS Wafers are THE bottleneck for chips. ALL CHIPS! Whether from Microsoft, Google, Amazon, or Nvidia.

Wow, that's how dependent the world is on Taiwan. The stuff that gives me Nightmares. Diversifying away from Taiwan? Are you kidding me? They spent over 50 YEARS building that capacity! Unless you are building chips in space via Von Neumann probes, this problem is only solved with diplomacy.

CTA is broken as a hedge as long as this continues. And it is LIKELY to continue for the rest of the year.

55% of profits in AI are going to hyperscalers (pipelines of AI) and Chips + Equipment (like Nvidia) ASICS? 1.1% Neoclouds (like SpaceX?) 0.3%. The money is in picks and shovels, and those companies are it. Don't get too cute😉

AI credit crisis scenario...sorry, Michael Burry, but your facts are all wrong😉

China-Taiwan Blockade Scenario

So Claude 16 created a 93-page final report (the 10th), and Claude 15 eliminated the 3 Wars risk scenario analysis that we are putting back to make this a 17-part report. We're up to 15 infographics.