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Just posted my first ever Substack (free!) on the AI Doom Loop.
➡️ Why the CoreWeave doom loop is NOT what it seems
➡️ A surprising shift in Oracle
➡️ And the opportunity in.
Enjoy!
realmeetkevin.substack.com/p…
When am I going to sell my #stocks?
Explained.
See the attached picture. I love to hear people complain about how artificial intelligence hallucinates, or it’s just overhyped and not good yet. These are usually people who gave artificial intelligence a try in the past and gave up on it. I get it. I did at one point as well! I actually think AI went through a black hole in 2024 and 2025.
Everyone basically made up their mind about artificial intelligence in late 2023, and they use the same explanation of why they don't like AI or the same examples of how lawyers have been caught using examples of fake cases to explain why artificial intelligence is trash.
I literally hear some people scoff about how horrible AI is today. And most of these impressions were made in 2023.
They were right. It did suck in the past. They’re just wrong now. In the last six months, AI has gotten incredibly powerful. When AI is used correctly at the frontier or even with open weights, it is a game changer for people and businesses. Businesses stand to profit significantly more, to be clear.
Because the step change in artificial intelligence has been so incredible over the last six months, I really think the greatest improvements are only visible by people really maximizing what it can do.
This reiterates my thesis that the bubble is still ahead of us. When everyone agrees how great AI is, that's when you sell. Because that’s when we will see the mother of all euphoric bubbles.
For now? You buy.
The Stock Market Recovery or Dead Cat Bounce? xitter-newx.xyz-mikolabs.workers.dev/i/broadcasts/2pelkprKK…
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Wild… even though each side seems to be digging in to just letting this war continue forever, the Kalahi odds of a deal are at the highest level we have seen in three months
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Critical CPI Inflation Report & Fed Rate Impact xitter-newx.xyz-mikolabs.workers.dev/i/broadcasts/2VNReZddr…
AMD had a RECORD quarter. I bought Thursday during chaos
✅ Revenue $13.4B, +45%. Data center $8.5B, +97%.
✅ Free cash flow: $554M vs $1.53B a year ago.
Still…
😇 I'm very bullish AI chips and AMD. AMD is a 1 PEG. I think this is a steal of a time to buy AI chips.
$AMD
Every midterm since 1950: stocks UP a year later.
✅ 19 for 19 times. Average gain ~16.6%. Worst year ~3%.
😇 Politicians are going to get into office in January, and they're going to do 5% of what they promised. As usual.
$QQQ
Never shared this video before but especially following the Learjet crash, I want to share what I appreciate in aviation. In this video there’s one huge lesson… first, you’ll see:
➡️ None-towered Texas departure
➡️ Manual flight the entire video: ZERO autopilot
➡️ Essentially solo-pilot operation of a twin engine jet (intentional)
➡️ I handle flight controls, radio, call outs, flight management software / NAV, communications with departure air traffic control (once airborne), gear, flaps, pressurization checks, etc.
The workload is insane.
This is for a flight where everything goes RIGHT.
➡️ A pilot training me here, sitting back and supervising, is a real pro. He forces training WITHOUT autopilot. At least the first 10-15m and last.
➡️ The best training is doing hard things when it’s not necessary to.
➡️ You become one with the plane.
➡️ That sounds corny, but you FEEL the plane.
You can identify icing and issues MUCH earlier. Because you know what feels right.
Now, I’m not saying training could’ve saved the Learjet. But every accident, I think: what can we all train more as pilots? They are reminders of how important our training is. And how important it is not to become complacent with autonomy.
People always ask me: won’t artificial intelligence just take a pilot’s job? My take? No. You are not paying the pilot for when things go right. Much like a doctor. You pay for them so you have them when things go wrong. Professionals always train for that. The moment when things go wrong.
Train Hard. Always! Mad respect to the aviation community. It’s harder than it looks!!
Florida just TRIPLED its homestead exemption.
✅ Amendment 3 passed: $50K today, $150K in 2027, $250K in 2028.
➡️ Less taxable value on every owner-occupied home. Investors don't get it.
😇 This could create a bottom in the Florida housing market.
Should we start buying in Florida?
HUUUUGE
NTSB investigators have recovered the cockpit voice recorder (CVR) of the Learjet 60 that crashed on Nov. 1 near Greenacres, Florida. The CVR was located at the site of initial impact. The CVR is being evaluated in the NTSB Vehicle Recorders Laboratory in Washington, D.C. The excavation work at the impact site has been completed.
ALT CVR from the Learjet 60.
ALT CVR from the Learjet 60 at the NTSB Vehicle Recorders Laboratory in Washington, D.C.
ALT CVR from the Learjet 60 at the NTSB Vehicle Recorders Laboratory in Washington, D.C.
ALT CVR from the Learjet 60 at the NTSB Vehicle Recorders Laboratory in Washington, D.C.
Trump: Military action doesn't seem to be necessary. We're seeing momentum toward the end of this conflict.
Troop deployment quite unlikely
The Historic Stock Market REBOUND. xitter-newx.xyz-mikolabs.workers.dev/i/broadcasts/2EmrJvVKK…
