7/18 I speak of Revolution, Comrades
AI Revolution...more exactly
Index
I. Forward
II. Reflection
III. Markets
IV. Analysis and Commentary
Forward
I return enjoying the spoils of war in a field of victory. The AI Revolution continues to heat up, and I continue to think of how lucky we are to be alive in the midst of the 2 most major revolutions in human history.
I used to say, “imagine buying ConocoPhillips in 1899, or 1929 as the industrial revolution took off.” But today, we are in the midst of what will become the greatest wealth gathering events in the last 100 years.
Many do not understand what is happening. Many do not understand the importance of liquidity or have the adequate tools to assess true liquidity in both public and private markets.
Do not worry, stick with the wiz and I will help guide you thru as I have always done. There is so much opportunity that lies ahead, and we just enough time to maneuver it correctly. Your wealth and the intergenerational wealth you start to build has begun by placing the correct chips in the correct baskets. This tribe has the chance to come to a level par of the Rockefellers for the next century.
Most people will never understand the level of opportunity that lays at your feet today, and even further few who do understand will not understand how to harness it fully. Let’s begin to change the future, today.
Housekeeping:
Twitter Spaces; Today at 5pm w TradersRetreat, taking all of your questions on everything, plus upcoming ERs
Podcast; Today and Thursday with Gwen
If you enjoy the stack, make sure to like this post, restack, retweet, subscribe to the tribe. It goes a long way and I think 95% of those that upgrade will say they’ve seen their trading improve incredibly. But enough of the biz, let’s get down to wiz.
Reflection
5 days in New York City. The pace of life in it is so incredibly fast, and as people steam past you, you can see how lost they get in their day.
They lose the presence for a comfortable autopilot.
How often do we get into a car, and in the blink of an eye, we find ourselves at work with almost no memory of the drive or what you thought about?
I think in order to grow, more often than not, we need to force ourselves to spend the times heading towards a destination in some reflection. Of who we are, what we’ve done, what we like, what we don’t like. What we think about life. Do we like it? Do you like it? Tough questions and we may not be comfortable at the start asking ourselves those things because it may lead to answers we try to bury because they lead to painful choices we’ve made.
But, to shortcut a bit, if we do not ever face up to the painful choices we’ve made, we stand no chance in overcoming them and forcing ourselves to live a life that we don’t necessarily like. You have much more ability to pivot out of the life you’ve built, but it starts by becoming aware and mindful and having tough moments of being willing to fight through some pain. Aristotle would write: In order to bend the stick back to the mean, it would take over bending it the other way. First off, bending is supposed to hurt, but the beauty in it means that eventually you will stand tall. You will bow to no one or no thing. Your life will be yours, and you will be free to do what makes you happy. Thus in our reflections if we find we must bend, we should embrace it knowing it is temporary and that one day, yes, we will overcome.
Markets
We have a big week ahead, with earnings kicking off. Additionally, some plays are hot right now.
Including PLTR 0.00%↑ - PLTR finally breaking 18.