Three takeaways from Bezos interview: 1. it's harder to be kind, than it's to be clever 2. innovators have to throttle their ideas implementation into org's. Introduce them at right time 3. space datacenters in 10-20 years (energy, cooling) https://www.youtube.com/live/4wTSZDZ_seU

1. Time 2. Land 3. Bitcoin Things with limited supply, and according to basic principle of economics - the most valuable.

Semi divergence today. Down: $AMD, $NVDA, $TSM Up: $INTC, $GFS, $TXN Why? For once, a good idea from admin in light of eventual Taiwan occupation. Match 1:1 imported vs domestically produced semis, or face tariffs. $INTC story gets better by the day. https://www.reuters.com/world/us/us-plans-mandate-11-ratio-domestically-manufactured-imported-chips-wsj-reports-2025-09-26/

From August Boston FED research on consumer strength. h/t: MBI Note the dates though. Trump squeezing middle class

Bought some lottos in SFG1T at 1.25 (new position). Based on latest blogpost. Main point - by end of Q3, they should have more cash on balance than their market cap. 2025 H1 TTM FCF yield is above 18%. Nemesis? Corporate governance, hence the lottos.

People around the world forced Disney's hand on #Kimmel Subscriptions drop outweight the merger/WH admin lawsuits. Sadly CEO Bob Iger, did not care about authoritarian slide from beginning though. #DIS

I'm sure there were CRISPR editing breakthroughs I'm not aware of, but diabetes its a disease for nearly 10M people. Using CRISPR, scientists modified diabetes I patients cells, to enable them to produce insulin without immune system response.

Live Science

Diabetic man produces his own insulin after gene-edited cell transplant

The new proof-of-concept study points a way to curing diabetes without the need for immune-suppressing drugs.

In LBT I trust. Three large capital infusions, one major partnership and a slow turnaround in progress. +35% since end of July. Had a limit sell a while back at ~$30 (gap fill scenario), but cancelled, good call. $INTC

Last week: -Sold $IAC at $35.55. incl $VMEO, $ANGI spinoffs -66% loss, (-20.6% CAGR) -Sold ~14% of held AKO1L at €1.57 at +153% profit (+21.43% CAGR) (FIFO) -Bought a new position on Friday - $AMZN at $230 Current portfolio: https://pbs.twimg.com/media/G051RKHXEAAogW4?format=png&name=900x900

Busy weekend w/ stocks, market data. Wrote my learnings to a blogpost. Comments on: -Nasdaq Baltic equities: MRK1T, MDARA, SFG1T, VLP1L, K2LT -US equities: $COO, $AMZN -My take on valuation on US and local market -Shortfalls of CAPE, Buffett Indicator

Generalist Lab

Stocks Ideas and Valuations - 2025 September – Generalist Lab

Recent ideas in Baltic Stock Exchange (MRK, VLP, MDARA..), Amazon.com, Cooper Companies Inc, and valuations on both sides of the Atlantic