ProShopGuyMF (Mike McMahon)

Asking for help is hard. We trust our own thinking and processes to overcome obstacles. But routine tasks can drain the attention needed for deeper thinking. AI can free us to focus on what matters most—if we make the right decisions about where to use it and learn to trust it.

Recency bias, confirmation bias, and the urge to dissect every headline—tariffs, geopolitics, elections—can distract long-term investors from what matters most: company fundamentals. Traders chase headlines; investors focus on businesses. @SamRo offers valuable perspective.

A 10x programmer doesn't create 10x value when trapped in a bureaucracy of approvals, meetings, and outdated workflows. AI can dramatically boost individual productivity, but companies won't capture the ROI until they rethink how work gets done—not just how fast it gets done.

Fear of AI-driven change can blind us to extraordinary possibilities. Imagine every child having a personalized tutor and every doctor more time with patients. AI need not be a zero-sum game. With thoughtful safeguards, we can create win-win outcomes that benefit everyone.

Pick your poison. Or do not trade headlines.

Adevertising is the life blood of the magical device in your pocket. How does the advancement of machine intelligence's use of agents impact the advertising business model? Google and Amazon are about to find out.

Lost in the footnotes of history is the absolute bottom of Apple 15 years after its IPO. A struggling CEO and debt lead to the momentous decision to bring back a former CEO.

The jagged frontier of machine intelligence is a powerful tool that can assist your investing process. However, you need to bring your taste, judgement, and agency to bear for long term wealth building.

Here’s the bottom line: this is either the fattest pitch that AI bulls have seen within the entire cycle, or the market will make me look stupid a year from now. Pick your side. I pass no judgement. Nvidia trades at a 21% discount to S&P 500 future PE.

The future is unknown. Asking the questions and then building mental models with input from multpile sources can inform your investment decisions. In the past few months, I have read The Infinity Machine, Same As Ever, The Eureka Machine, and Co-Existence to infrom me. Questions:

Moved into our house one week before getting married in 1981. $100K and 15% mortgage. Contracted with my son's construction company to renovate the house. 17 new windows, a new furnance, replaced old electrical wiring and replaced shingles with Hardy board shingles.

The AI buildout has been driving economic growth. The market had been maintainng near record high as hyperscaler pour gobs of money into infrastructure. Now the narrative has turned even though nothing has changed for AI CAPEX from hyperscalers. Story over numbers.

The key to the diffusion of AI into the broader economy will be the creation of standards for agentic work for companies. Standardization creates trust and widespread adoption.

AI is advancing so quickly that books risk becoming outdated before publication. Yet @emollick’s Co-Intelligence offers timeless insights into how we can understand, use, and adapt to AI as it evolves. A few takeaways from the opening chapters:

Human qualities of deep knowledge, taste, judgement, and agency can out perform machine intelligence. AI is not a replacement for your own thinking, and the value it provides depends entirely on how you choose to use it.

Building on the shoulders of giants can only scale when the periods between innovation gets smaller. The integrated circuit was creates in the 1950s. The Internet in the early 1990s. Mobile technology in the early 2000s. Adoption of cloud computing in the 2010s. AI in the 2020s.

My Top Ten Holdings: 10/30/26 no indexes NVDA (28.8%) (2015) AAPL (6.13%) (2017) SHOP (4.67%) (2017) GOOGL (3.32%) (2019) CRWD (2.97%) (2020) MSFT (2.32%) AMZN (2.14%) (2019) MEDP (1.93%) 2021 META 1.82% (2018) MU 1.64% (2024)

So in an hour I used @meta @Muse to create health dashboard. I used Whoop data, Apple Health and Cronometer data. Here are some snapshots from Muse creation. Thank you @Meta for giving me a computer and a hard working agent. You need to use your imagination to create use cases.

From the 1990s and the run up of stock market during the building of the Internet. Does it apply to the current environment?

The Rorschach test for investors as hyperscalers invest into AI. @DataTrekMB have thoughts.