Just a page for things I want to share. May or may not comment on them.
April 18 2025
A Tale of Two Tariffs -- Potential consequences of the tariffs. We are talking about the total reconstruction of the entire post WWII global economy. Maybe, maybe not, but the scenario absolutely "in play". Do you trust our current president to be the guy who can execute in this scenario?
Feb 14 2025
The Unicorn Boom Is Over, and Startups Are Getting Desperate -- I am very lucky I didn't re-start my private investing agenda until just the past 6 months. If I had reignited my interests before ChatGPT, I'd probably be stuck with a lot of dead money.
Figure AI raising $1.5 billion at valuation of $39.5 billion -- I've been chasing this stock for a few months, hoping to get around $4-5 billion. I think I'm too late. I don't think I can stomach a chase at this price unless they reveal a true game changer in the next few days to pair with this huge 1000% valuation bump. The humanoid robotics revolution might be coming... I'm like a conditional, uninformed believer. I had my price to believe and I think it went past that.
Jan 6th 2025
I am rich and have no idea what do with my life -- related a lot to this guy. I'm not sure what to do with my life from a professional perspective... I'm fearful that my current contemplation of being a finance-ish content creator is just a phase, much like Vinay's robotics phase that got dusted quickly by reality.