“market opportunity is substantially larger than we initially anticipated [..]. We're accelerating our development efforts across the Scorpio X-Series to serve this expanded opportunity and deliver the purpose-built solutions the market demands” Music to shareholders ears #ALAB

Recent portfolio moves: https://pbs.twimg.com/media/G_mhuQUWMAQPIX9?format=png&name=900x900 1. sold remainder $CNDS position acquired in 2020 Sep at $315.50; +216.4% profit and +24% CAGR I either had to liquidate or increase size. China revenue share has increased to 18%. Its a matter of time for a next us-china trade dispute, where semi export controls is front and center each time and $SNPS, $CDNS are suffering. Since Lip Bu Tan left for Intel, EPS growth also stalled, as did the stock. 2. Opened two tracker positions in $OMDA ($15.06 entry), $FIGR (entry $63.12). Healthcare is not my cup of tea, but I'll evaluate potential newsletter subscription off the outcome on OMDA. Can't force my interest w/o skin in the game Figure - tokenization, cost savings in monetizing real esate equity, huge, unpenetrated TAM, high profitable growth story. Watchlist time have cost me, but had to find time to dig into materials a little bit more. Besides, crypto legislation could be another catalyst. And finally entered into $CME at $282. Proxy play on volatility, retail activity, metals while US becomes banana republic. $CME had long held monopoly on yields futures market - $BGC (also looking into) is gaining share, but when serious volatility comes, $CME is still the place for deep liquidity. Recent news all point to record trading volumes. Low beta; valuation not demanding. https://pbs.twimg.com/media/G_mqMx9W8AcI2aR?format=jpg&name=medium https://pbs.twimg.com/media/G_mrPIoWIAAI_LA?format=jpg&name=large

Sold $INTC after hours at $50.32 (+35.6% profit in a little over month long holding). Disappointed in GM, but recent run up had gotten ahead too much. At $57 would had sold purely on technicals. Will be seeking reentry lower.

My understanding is that Trump 5B lawsuit against JPM and Jamie Dimon is direct response to Dimon's Davos talk.

TRUMP: WILL NOT IMPOSE FEB 1 TARIFFS DUE TO GREENLAND DEAL President Trump said a productive meeting with NATO Secretary General Mark Rutte created a framework for a future deal on Greenland and the Arctic that would benefit the U.S. and NATO. As a result, he will not impose tariffs scheduled for February 1. Further talks are underway on the “Golden Dome” and Greenland. Vice President JD Vance, Secretary of State Marco Rubio, and Special Envoy Steve Witkoff will lead negotiations and report directly to Trump. Framework has been confirmed twice: any excessive white house retardation is tamed by threat to UST yields. #taco

EU'S KALLAS: EU WILL MOVE FORWARD ON A SECURITY AND DEFENCE PARTNERSHIP WITH INDIA That's a new one.

First sights of fees on consumer laziness. #AI #ecommerce

From OpenAI blog: "Compute is the scarcest resource in AI" https://openai.com/index/a-business-that-scales-with-the-value-of-intelligence/

Astera Labs $ALAB CEO: "Everybody who's deploying these AI systems is saying that, hey, there is ROI. They are getting returns on their investment. So - and we see that translated into our order pattern as well. So we don't see any evidence of a slowdown in 2026 or in 2027."

By the way, here's a great review of Metas AI efforts and how Zuck decided it was a great idea to put yes man insteadof ML industry veteran in charge of AI efforts. $META