BRK '03 /TSLA '11 shareholder | Views are my own
Joined December 2020
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New substack out, this one you'll like
shortshoward.substack.com/p/…
ALT https://shortshoward.substack.com/p/the-pak-delusion
ShortsHow🅰️rd retweeted
you don't have to find a "correct" path
you can embrace the weirdness of it all and be on your own weird path
ShortsHow🅰️rd retweeted
so many books to read, instruments to learn, languages to speak, poems to write, countries to visit, songs to sing, movies to watch, people to meet, pictures to take, food to taste, places to see, sunsets to watch, stories to hear, stories to tell, things to create, hobbies to discover, dreams to chase, love to give, memories to make, lessons to learn, and a whole life to live.
ShortsHow🅰️rd retweeted
The biggest flex on earth is choosing a smaller, slower life and still getting wealthy.
ShortsHow🅰️rd retweeted
I think net worth numbers are not a useful way of measuring enough
I have found annual metrics to be useful.
The only goals I care about are time with loved ones, myself, and on work I care about.
I track when I cover annual spending mostly as a reminder to focus on that
How much is enough? Do you know the answer with your own money?
On my podcast, I ask people this question.
One couple was going to have $1.8 million. They said, "it won't be enough."
Another couple, on track for for $3.89 million. Their comment: "It's low."
A man whose projections say $7 to $9 million told me no, he needs "probably 10, 11 million"
When I ask how they picked their number, they shrug. Most people have no idea how much is enough, and they've never learned how to calculate it. So the answer is always "more"
You should know how much "enough" is. Otherwise, like most Americans, you'll simply work and work, feeling bad, never knowing when you can celebrate.
"Enough" is more than a number, of course. But start with the number. Then work on the rest of it
ShortsHow🅰️rd retweeted
Underrated life advice: Being resourceful is more important than having resources. Money helps. Connections help. But there's nothing more valuable than the person who can just make things happen with what they already have in front of them. That person will find a way to win.
ShortsHow🅰️rd retweeted
I'm bullish on the barbell strategy for thriving in a post-AGI world (i.e. today)
1. Double Down on AI: become agent-pilled, experiment with the latest models, own your data, outsource stuff you don't care about and relentlessly build whatever you can imagine
2. Double Down on Being Human: spend as much time as you outside, leave the screens at home and (re)learn the atrophied skills of connecting deeply to the humans around you
ShortsHow🅰️rd retweeted
I’m convinced that intelligence is overrated.
Intelligent people are more likely to overthink, overplan, and overanalyze. They hide behind motion that doesn't create progress. They fear the judgment of others if they're proven wrong.
The truth is that intelligence is abundant. Especially now. AI is making it a commodity. Courage is not. And it can’t be replaced. The people you admire are the ones who had the courage to act. They aren’t more talented than you. They aren’t smarter than you. They just took action when you didn’t.
I often wonder how many extraordinary people wasted their entire lives waiting for permission that never came. Permission isn't granted. Permission is taken. You get to tap yourself in whenever you want. You can just do things.
Courage beats intelligence. Remember that.
ShortsHow🅰️rd retweeted
Something I told 14 yo: People are going to stop reading books. I wish this wasn't so, but I fear it is. The silver lining in this cloud is that if you're one of the few people who still read, you'll have a huge advantage over everyone else.
ShortsHow🅰️rd retweeted
$ASTS is now the highest-purity expression of connectivity layer of space economy in the public markets
ShortsHow🅰️rd retweeted
I will never stop shouting this from the rooftops: the most underrated skill you’ll ever develop is the ability to genuinely enjoy your own life. Not someday, when you’ve healed enough, earned enough, or finally figured everything out. NOW. Because your life isn’t waiting for you somewhere in the future—it’s being built in the way you experience this ordinary Sunday, this cup of coffee, this conversation, this sunset, this breath.
ShortsHow🅰️rd retweeted
In 2015 a writer named Tim Urban sat down and counted the days he had left with his parents. He was 34, healthy, both parents alive and well. The number came back around 300. Less time than he spent with them in any single year of his childhood.
The post is called The Tail End, on a blog called Wait But Why. The idea is to stop counting your life in years and start counting it in events. Reach 90 and you get about 4,680 weeks, and every one of them fits on a single sheet of paper. Maybe 60 more winters after that. If you read five books a year, that is 300 books, picked from every book ever written.
Those things at least spread out evenly. A third of the way through life means a third of the way through your pizzas. Time with the people you love does not work like that. Almost all of it sits at the very start. Then it is gone.
For your first 18 years you are around your parents nearly every day. Then you leave for college or a job in another city, and a normal adult sees their parents maybe 10 days a year. So the day you move out, you are already at 93 percent. Urban was living in the last 5 percent and had no idea until he drew the chart. He called it the tail end.
It does not stop at parents. His two sisters, after a whole childhood in the same house, had around 15 percent of their time together left. The four friends he played cards with most days in high school were down to their last 7 percent. Nobody had a fight. Nobody moved away angry. Life quietly spends the time for you while you assume there is plenty left.
You do not have to be old to be near the end with someone. If your parents are alive and you live in a different city, you have probably already used more than 90 percent of the days you will ever spend in the same room as them.
His one instruction is about that last stretch. When you are down to the final days with someone you love, treat that time like what it is, which is almost gone. The rest is the tail end, and it is much shorter than it feels.
ShortsHow🅰️rd retweeted
This is what we had for humor before X.
Charlie Munger’s response on type of person one should avoid becoming :
“You don’t want to be like the motion picture executive in California whose funeral was so large because everyone wanted to make sure he was dead.” 😂
“Similar story when the minister said at a funeral - Won’t anybody stand up and say a good word about the deceased? and one guy said: Well his brother was worse.”😂
- Berkshire Meeting. 2003.
ShortsHow🅰️rd retweeted
CPO scale out earlier than expected:
> Foxconn: est. units register upward and optical switches shipped early to $NVDA
CPO scale up timelines from $LITE Mizuho Technology Conference today:
“The company expects to start shipping Scale-Up optical products in the second half of 2027, with formal volume ramp-up in 2028”
SVP $NVDA networking: “We’re going to ramp up CPO second half of this year”. No delay indications.
I’m gonna go ahead and trust industry projections. Where they all reiterate faster timelines for scale out CPO H2 onward. And scale up CPO H2 2027 onward (with main growth happening 2028)
Over a questionable motive analyst firm that said $MU had no share of HBM4 Rubin (causing a selloff)
Where micron went out shortly later to into enter mass production. (Triple digit return shortly after)
I think people going long on temporary bridge architectures from this incorrect report won’t be too happy.
Appreciate the buying opportunity though.
ShortsHow🅰️rd retweeted
Korea’s Meritz Securities: SK hynix ADR issuance timeline update and estimate
- SEC approval is imminent within June, and completion of the U.S. market listing could be possible by mid-August.
→ Even just catching up to Micron’s valuation could drive a sharp, explosive near-term move in the stock.
ShortsHow🅰️rd retweeted
More I look at $SIVE $SIVEF the more I like it: they are the only open, custom external laser supplier for CPO. Lumentum is a closed ecosystem and while their lasers are more powerful, they are more expensive, require more power, and require more space on the chip (two powerful pluggable laser modules)
ShortsHow🅰️rd retweeted
Hej Sven synd att du inte fårr svar. Skall försöka summera några saker som jag ser som helt nytt.
1. Sivers is being integrated directly into GF's SCALE platform. GF only introduced SCALE publicly about a month ago. Until now, GF had announced the platform itself, but not a laser partner embedded into that ecosystem. The release states that Sivers' laser arrays will be available in GF's SCALE™ (Silicon Photonics Co-packaged Advanced Light Engine) platform and reference designs. Being picked as GF reference design vs Lumentum/SmartPhontics is strong statement and validation of Sivers as Laser supplier into the AI ecosystem. That means Sivers is no longer just supplying components into the market generally; it is becoming part of GF's preferred silicon photonics architecture.
2. Expansion beyond CPO into LPO and broader optical connectivity like Pluggables with a large TAM that is closer to ramp (1.6T. Pluggables). Earlier Sivers announcements focused heavily on External Light Sources (ELS) for CPO deployments. This release explicitly says the collaboration supports: a) Co-Packaged Optics (CPO) b) Linear Pluggable Optics (LPO), c) Other emerging datacenter interconnect architectures. This broadens the addressable market materially beyond the ELS/CPO discussed previously.
3. The first full foundry-level endorsement of Sivers' laser technology. All other communications with GF had been in group of companies or partnerships with Ayar Labs, or Wireless. Now adding foundry-level endorsement to previous announcements, with system and module partners such as O-Net, Enablence and Jabil. This is different because GF is one of the world's leading silicon photonics foundries. Having GF publicly state that it is pairing Sivers laser arrays with its silicon photonics and SCALE platforms is a stronger ecosystem validation than a group of partners on list or module-level partnership.
4. A big signal that Sivers is positioning for hyperscaler qualification for Pluggables via GF like they done for Jabil. If GF succeeds in becoming one of the major SiPh platforms for 1.6T or 3.2T Pluggables, then Sivers potentially gains visibility to: NVIDIA ecosystem suppliers, Broadcom ecosystem suppliers, AMD ecosystem suppliers, hyperscaler custom-AI programs.
ShortsHow🅰️rd retweeted
While we celebrate $SIVE's move today, I want to say something about @aleabitoreddit. Our very own Serenity sama.
Looking at this chart today, everything feels obvious.
The contracts.
The partnerships.
The management.
The photonics story.
The AI narrative.
All the pieces seem to fit perfectly.
But that's hindsight.
The difficult part is seeing those pieces when the share price is 3 SEK, not 100 SEK.
Researching a company is one thing.
Believing your own research is another.
Putting your own money behind it is another.
And then publicly sharing that conviction with thousands of people — for free — while being told you're wrong, delusional, pumping, or wasting your time?
That's a completely different level.
I don't think people fully appreciate/realize how much conviction, persistence, and emotional resilience that requires. Personally I can't comprehend. I am out of words to describe how crazy hard this is.
So all I really want to say is thank you.
Thank you for the research.
Thank you for the transparency.
Thank you for continuing to share your work despite the criticism.
I generally dislike fan following culture.
But in this case I have to make an exemption. I am in awe of the person. I am a fan.
