Syz the moment

The list doubled since Gensler left the building on Friday. Won't be surprised if it hits 50 within a week or two. Source: Eric Balchunas @EricBalchunas

During Biden’s presidency, Yahoo Finance tracked inflation in 26 categories that account for most of the things people spend money on. In 12 of those categories, prices rose by more than incomes during Biden’s four years overall. That included housing, transportation, and food, the three things the typical family spends the most on. During Trump’s four years, earnings rose by more than prices in every single one of those 26 categories. source : yahoo!finance

Source: Seek Wiser

He was an early investor in Facebook, Uber & Airbnb. And he just said, "AI will create more billionaires than the internet.” David Sacks’ 5 predictions on the future of wealth creation and why you should care (a thread on X by EmperorDino): 👉"The AI Gold Rush": AI will create more billionaires than the internet. Why? AI is not just a new technology, it's a force multiplier for every industry. The numbers back this up: NVIDIA's value jumped $1.5T in 12 months. AMD stock surged 400% since 2022. Sacks predicts: "The next trillion-dollar company will be an AI infrastructure play.” 👉 "The Rise of AI-First Startups": By 2025, most successful startup will be AI-native. Just like mobile killed web-only companies in 2010. AI will kill traditional software companies by 2026. 👉"AI Models Reaching PhD-Level Reasoning". Sacks recently revealed that OpenAI's AI models will soon achieve PhD-level reasoning abilities. This would be huge for the AI world. 👉 "The Death of Traditional VC": AI will revolutionize startup funding. Smart contracts + AI agents will: • Evaluate startups • Structure deals • Monitor performance Traditional VCs will become obsolete by 2027. 👉 "The Great Wealth Transfer" AI will create two classes: • Those who leverage AI • Those who compete with AI The wealth gap between these groups will be larger than the internet created. Time to pick a side. 🚀 Here's what Sacks is personally investing in: • AI agent platforms • AI infrastructure companies • Industry-specific AI solutions • Computing hardware startups His Craft Ventures fund deployed $850M in these sectors since 2023. Your action plan: 1. Build for the AI-first world 2. Learn AI infrastructure fundamentals 3. Focus on industry-specific problems 4. Learn skills that can't be replaced or automated The next decade of wealth creation starts now. Source: EmperorDino on X

1 big data specialist 2 fintech engineers 3 AI and ML specialists 4 software and app devs 5 security management 6 data warehousing 7 autonomous and EV eng 8 UI/UX designers 9 delivery services 10 IoT specialist WEF25 Source: Vala Afshar

Beer, wine, and spirit sales have trended upward for years. But the industry now faces new threats. Among these threats: the demographic factor. For middle-aged and older Americans, alcohol consumption hasn’t declined much. But Gallup discovered that 59% of 18-to-34 year olds (Gen Z and younger millennials) self-identified as alcohol drinkers, down from 72% of 18-to-34 year olds in the early 2000s. (This decline has coincided with a doubling of the share of Americans who smoke marijuana, with young people being the most likely to toke up.) Source: The Hustle

Representative Nancy Pelosi just filed new stock trades, which we received from a Stock Act disclosure: Nvidia $NVDA: (3 separate transactions) 1) - Exercised 500 call options purchased 11/22/23 (50,000 shares) at a strike price of $12 with an expiration date of 12/20/24 for between $500K-$1M 2) Sold 10K shares for between $1M-$5M 3) - Bought between $250K-$500K worth of Nvidia stock Amazon $AMZN: Purchased 50 call options with a strike price of $150 and an expiration date of 1/16/26 for between $250K-$500K Google $GOOGL: Purchased 50 call options with a strike price of $150 and an expiration date of 1/16/26 for between $250K-$500K Apple $AAPL: Sold 31,600 shares for between $5M to $25M Palo Alto $PANW: Exercised 140 call options purchased 2/12/24 & 2/21/24 (14,000 shares) at a strike price of $100 with an expiration for 12/20/24 for between $1M-$5M Tempus AI $TEM: Purchased 50 call options with a strike price of $20 and an expiration date of 1/16/26 for between $50K-$100K Vistra Corp $VST: Purchased 50 call options with a strike price of $50 and an expiration date of 1/16/26 for between $500K-$1M source :evan, nasdaq

source : bloomberg