common sense. sports. investing, macro, politics. Represent the middleEighty
Mississippi, USA
Joined July 2023
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theMiddleEighty retweeted
Matsson follows up his musings on France with a relentless series of jabs at Roy family. One of the best written Succession scenes:
▫️”Lecture me Vaulter Guy"
▫️”[Waystar is] a parts shop. Good parts. Bad brand."
▫️”I don't care what you think. You're a tribute band."
▫️[About Greg in Swedish] “There’s more of them…6’9 of pure nepotism!”
▫️ “[ATN] is fine but the graph is horrible. It's not complicated. A lot of yelling. Long term, I don't think news for angry old people works. I'd fold it in. Fat pipe that shit. Simple, cheap, huge. Ikea'd to fuck."
▫️”I'm just trying to make you fucking rich." ("Already Rich")
▫️”On the offer, I think I am what I am what I am." ("Ok, Popeye")
theMiddleEighty retweeted
My FULL Workout Plan
Monday: Upper A
Tuesday: Lower A
Wednesday: OFF/Zone 2 Cardio
Thursday: Upper B
Friday: Lower B
Saturday: OFF/Zone 2 Cardio
Sunday: OFF/Zone 2 Cardio
See attached photos for breakdown of exercises, exact machines, sets, and days
theMiddleEighty retweeted
Joe Rogan laughed at Elon Musk in 2018 when he was explaining the Tesla Roadster.
Elon’s response? “How fast do you want it to go?”
O O F. 💀
theMiddleEighty retweeted
Jim Harbaugh once walked into Mike Ditka’s office & found him writing $500 checks to complete strangers who were in need
Rest in Peace to a great man
theMiddleEighty retweeted
The GREATEST 5 Day Workout plan there is, was, and ever will be
See attached photos for details
Great workout today.
Pretty much copy pasted @DeanTTraining pull day+ some abs from 5x/week PPL, UL split
Absolutely nasty.
Machine Crunch
Lat Pulldown
Chest supported seated row
Assisted chin up
Reverse machine fly
Chest supported t-bar row
One arm Cable curls
Incline seated hammer curl
theMiddleEighty retweeted
Number one mental health hack I’ve learned in 40 years is to regularly workout to the point of collapse. I’m talking laying on the floor in a pool of sweat, unable to stand up, gasping for air kind of workout. It will result in better everything: mood, sleep, energy. Try it!
theMiddleEighty retweeted
This one conversation completely changed how I think about hiring, delegation and managing a team.
theMiddleEighty retweeted
Wall Street pulled off one of the greatest marketing tricks in history: convincing long term investors that volatility is risk and leverage is reckless, then selling them an entire industry of “low volatility, uncorrelated returns” designed to solve the problem.
For the vast majority of investors building wealth over decades, even brutal 50%+ drawdowns aren’t the enemy. Permanent loss of capital is.
Avoiding responsible leverage, concentration and volatility at all costs means sacrificing enormous long term compounding just to make the ride feel smoother.
The goal isn’t the smoothest path.
It’s maximizing long term wealth without taking enough risk to blow yourself up.
theMiddleEighty retweeted
HOW TO RETIRE FROM THE AI CYCLE IN THE NEXT 3-5 YEARS
Keep this. Don’t lose it.
I’m looking at everything AI will FORCE the world to build.
This is how I believe the next decade gets built:
2026–2027 BUILD THE AI FOUNDATION
Hyperscalers: $AMZN
AI Chips: $NVDA $AVGO
EDA / Chip Design: $SNPS
Foundries / Equipment: $TSM $ASML
Memory / HBM: $MU $SKHY
Networking: $ANET $ALAB
Photonics / Optics: $LITE $COHR
Interconnect: $CIEN
Edge AI: $ARM
Data Centers / Compute: $IREN
Cooling: $VRT
Servers / Hardware: $DELL $SMCI
Storage: $PSTG
GPU Cloud: $CRWV
Digital Infrastructure: $EQIX
Data Center Construction: $FIX
Cybersecurity: $CRWD
2028–2030 BUILD THE POWER & RESOURCES
Grid Infrastructure: $PWR
Electrical Equipment: $ETN
Utilities / Interconnection: $AEP
Power Producers: $VST
Gas / Turbines: $GEV
On-Site Power: $BE
Energy Storage: $EOSE
Nuclear: $OKLO
Uranium / Nuclear Fuel: $CCJ
Copper: $FCX
Critical Minerals: $ALB
Rare Earths: $MP
2030+ BUILD THE PHYSICAL AI ECONOMY
AI Applications: $PLTR $NOW
Robotics: $TSLA
Industrial Automation: $ROK
Autonomy: $GOOGL $MBLY
Drones: $AVAV
Defense Tech: $KTOS
Space Economy: $SPCX $RKLB
Quantum: $IONQ
AI Healthcare: $TEM
Most people will chase whatever is already moving.
I’m positioning around what the world will be forced to build next.
theMiddleEighty retweeted
Tesla could bankrupt every other automaker and become the largest company in the world if they simply build a full size SUV with full self driving and starlink.
Make a large vehicle and people will buy it!!!
theMiddleEighty retweeted
Jordi Visser thinks recessions are over.
“We have broken the liquidity mechanism.”
Do you agree with @jvisserlabs?
theMiddleEighty retweeted
Prediction: within 12 months, top three models will be open source.
Economic winners will be the American clouds that serve them:
Nebius
Iren
Baseten
Together
Fireworks
Looks like today may be a record day for token volume % of open models on Vercel AI Gateway:
🟦 Open 78.4% 🟨 Closed 21.6%
While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z.ai, their combined spend surpasses OpenAI (#2).
(Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)
theMiddleEighty retweeted
The market seems to have forgotten that Data centers need 24x7 constant power.
$VST and $CEG stocks are down -14.86% and 30.45% respectively.
And the power crunch will just get worse as more data centers are stood up.
Nobody is paying attention to these names it is best to buy when the trade is not crowded these stock will be big winners the time to accumulate is now.
Which name are you more bullish on?
The Nuclear King: Why Constellation Energy ($CEG) is positioned to thrive in the AI power bottleneck
