Co-host of Limitless Podcast (episode 210), a 4x/week show covering the frontier of AI and technology with a newsletter reaching hundreds of thousands. The podcast recently spun out as an independent entity.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
SpaceX's ability to iterate physical hardware — Raptor engines 2-3x efficiency per version, Starlink v3 20x capacity, Starships built in 2 weeks with 7 in parallel, data centers dropping from 160 to 50 days — creates a compounding cost and performance advantage no competitor can match, making the current 80x sales valuation a mispricing of exponential progress.
Jensen Huang benefits from both closed and open-source AI proliferation because every model variant requires massive GPU clusters; custom silicon from Google and Amazon expands total compute demand rather than displacing Nvidia's dominant position.
Micron is the US-listed pure-play memory beneficiary, up 150% since Luminous's call last year, with astoundingly low PE ratios because physical supply cannot keep up with AI demand.