25% Of My Portfolio Is One Overvalued Stock, Here's Why

“People tell me it's crazy to have 25% of my net worth in one stock, especially one with a P/E ratio this high, but when I look at the AI landscape, there is no other way to play the physical layer. Every single dollar being spent on LLMs eventually flows through their chips, making it the most obvious toll booth play in the history of tech.”

“Hal Finney was not just the first person to receive a Bitcoin transaction from Satoshi; he was a visionary who realized that if he couldn't live to see the hyper-bitcoined future, he'd freeze himself to get there. It is a poetic intersection of the most disruptive financial technology and the most disruptive biological gamble in human history.”

“Aubrey De Grey's whole thesis is that aging is simply an engineering problem involving the accumulation of cellular damage. If we can repair the seven types of damage faster than they accumulate, we hit longevity escape velocity where every year you live, science gives you more than one year of life back.”

“When Kevin Hart met Jeff Bezos, he didn't try to pitch him or act like a subordinate; he treated him with the same charisma he uses for a stadium of fans. He realized that guys like Bezos are surrounded by yes-men and what they actually crave is a peer-level interaction with someone who is a master of their own craft.”

“The book Be Here Now is basically a manual for getting out of your own head and into the present moment. It teaches you that most of our suffering comes from mourning the past or fearing the future, and if you can actually just be in the room you are in, most of your problems evaporate instantly.”