
Finally Done With Venu
“This is the way the world ends
This is the way the world ends
This is the way the world ends
Not with a bang but a whimper.”

I am Anti-Insurance Stocks
“If you could hear, at every jolt, the blood
Come gargling from the froth-corrupted lungs,
Obscene as cancer, bitter as the cud
Of vile, incurable sores on innocent tongues,—
My friend, you would not tell with such high zest
To children ardent for some desperate glory,
The old Lie: Dulce et decorum est
Pro patria mori.”

Disney and Microsoft Make Moves
“So little cause for carolings
Of such ecstatic sound
Was written on terrestrial things
Afar or nigh around,
That I could think there trembled through
His happy good-night air
Some blessed Hope, whereof he knew
And I was unaware.”

Prepping for 2025
“Do not go gentle into that good night,
Old age should burn and rave at close of day;
Rage, rage against the dying of the light.
Though wise men at their end know dark is right,
Because their words had forked no lightning they
Do not go gentle into that good night.”

Making a Change in My Portfolio at the End of the Year-ASML
Their EUV Machine-Not something that one could knockoff very easily, took Intel over twelve months and $400 million to assemble, once they purchased it for one of their foundries.

The WSJ/Jonathon Weil Do Not Like TQQQ, but I Do Not Care
“Loiterer! why sittest thou
Sunk in thy dream?
Tempts not the bright new age?
Shines not its stream?
Look, ah, what genius,
Art, science, wit!
Soldiers like Caesar,
Statesmen like Pitt!
Sculptors like Phidias,
Raphaels in shoals,
Poets like Shakespeare—
Beautiful souls!
See, on their glowing cheeks
Heavenly the flush!”

Macro 2025 Predictions
“You're my lawyer so I think you should know: I've killed a lot of people.”

Something Feels Off in My Portfolio-A Learning Moment in Which I Can Lay a Plan Out Pt. 2
Oh! then a longing like despair
Is to their farthest caverns sent;
For surely once, they feel, we were
Parts of a single continent!
Now round us spreads the watery plain—
Oh might our marges meet again!
Who order'd, that their longing's fire
Should be, as soon as kindled, cool'd?
Who renders vain their deep desire?—
A God, a God their severance ruled!
And bade betwixt their shores to be
The unplumb'd, salt, estranging sea

Something Feels Off in My Portfolio-A Learning Moment in Which I Can Lay a Plan Out Pt. 1
“The world, which seems
To lie before us like a land of dreams,
So various, so beautiful, so new,
Hath really neither joy, nor love, nor light,
Nor certitude, nor peace, nor help for pain;
And we are here as on a darkling plain
Swept with confused alarms of struggle and flight,
Where ignorant armies clash by night.”

I’m Baaaaaack-GigaCloud Technology is a Screaming Buy
“Welcome, O life! I go to encounter for the millionth time the reality of experience and to forge in the smithy of my soul the uncreated conscience of my race.”

I Sold out of IonQ and Maybe Made a Stupid Impulsive Decision. Also, I got Rejected From my Top College Halfway Through Writing. Keep Reading to Find out Which School it Was!
Tears, idle tears, I know not what they mean,
Tears from the depth of some divine despair
Rise in the heart, and gather to the eyes,
In looking on the happy Autumn-fields,
And thinking of the days that are no more.
Fresh as the first beam glittering on a sail,
That brings our friends up from the underworld,
Sad as the last which reddens over one
That sinks with all we love below the verge;
So sad, so fresh, the days that are no more.
Ah, sad and strange as in dark summer dawns
The earliest pipe of half-awaken'd birds
To dying ears, when unto dying eyes
The casement slowly grows a glimmering square;
So sad, so strange, the days that are no more.
Dear as remember'd kisses after death,
And sweet as those by hopeless fancy feign'd
On lips that are for others; deep as love,
Deep as first love, and wild with all regret;
O Death in Life, the days that are no more!

The Case Against Bitcoin
“I would build that dome in air,
That sunny dome! those caves of ice!
And all who heard should see them there,
And all should cry, Beware! Beware!
His flashing eyes, his floating hair!
Weave a circle round him thrice,
And close your eyes with holy dread
For he on honey-dew hath fed,
And drunk the milk of Paradise.”

The Market is Very Expensive: Is It Time to Take a Step Back?
“But at my back I always hear
Time’s wingèd chariot hurrying near;
And yonder all before us lie
Deserts of vast eternity.”

One Struggling CEO Leaves One Struggling Company: Gelsinger and Intel
“I reflect with sorrow and astonishment on the little competitions. factions, and debates of mankind. When I read the several dates of the tombs, of some that died yesterday, and some six hundred years ago, I consider that great day when we shall all of us be contemporaries, and make our appearance together.”

I am Having a Great Year: Stock Gods, Plz Don’t Kill Me
“Any road followed precisely to its end leads precisely nowhere. Climb the mountain just a little bit to test that it’s a mountain. From the top of the mountain, you cannot see the mountain.”

A Portfolio Reshuffle: Writing About it Caused Me a Mental Breakdown
“The mind is its own place, and in itself can make a heaven of hell, a hell of heaven.”

Around The Horn-A Weekly Roundup of Target, Super Micro, Google Stuff, and Much More
“Death, be not proud, though some have called thee
Mighty and dreadful, for thou art not so;
For those, whom thou think'st thou dost overthrow,
Die not, poor Death, nor yet canst thou kill me.
From rest and sleep, which but thy picture[s] be,
Much pleasure, then from thee much more must flow,
And soonest our best men with thee do go,
Rest of their bones, and soul's delivery.
Thou'rt slave to Fate, chance, kings, and desperate men,
And dost with poison, war, and sickness dwell,
And poppy, or charms can make us sleep as well,
And better than thy stroke ; why swell'st thou then?
One short sleep past, we wake eternally,
And Death shall be no more; Death, thou shalt die.”


Re-Iterating my Love of Ferrari Stock Succinctly
“Stone Walls do not a Prison make,
Nor Iron bars a Cage;
Minds innocent and quiet take
That for an Hermitage.
If I have freedom in my Love,
And in my soul am free,
Angels alone that soar above,
Enjoy such Liberty.”

Disney Earnings Were Spectacular and an Anti-Bitcoin Zag
“As virtuous men pass mildly away,
And whisper to their souls to go,
Whilst some of their sad friends do say
The breath goes now, and some say, No:”