Martin Bradstreet

Lolol hit the gym so weak 159 lb but randomly hit the fabled 15% BF. Still ran a few miles and pull-ups squats etc. Downloading creatine now, we will get it back.

Extremely out of shape and out of practice but we will get it back

think its at least 50% jack is satoshi. the biggest reason is just that satoshi is almost certainly all of the following: 1. a genius. 2. an american. 3. kind of a weird guy Jack fits all 3 perfectly. Stuff like randomly deciding to run his company from Africa etc, closeness…

This stuff is impressive (though i think the video here is fake) but i think one thing the humanoid robot enjoyoors are missing is how noisy life is. 2 recent examples i have considered breaking into robot level tasks 1. i was fixing the drywall in my apartments bathroom. This…

i have revisited $NVCR and sold at ~12. Also got absolutely wrecked on some calls. i've had a good year so far so there was some benefits to doing this (i will prob take another look at it in a few months) but still makes me a little sick as i think it still works out. It is…

$NVCR numbers out, selling off for some reason despite a rev beat and solid LUA growth. 200 patients on LUA would have been a nice fast ramp but I’ll take 50% QoQ patient growth in lung (small base but this is what the Gio ramp look like). increasingly seeing payer approval for…

the difference with googles capex and metas is that meta needs to use the capex to make instagram squeeze out a little bit more money, or create a whole new business line. this is not necessarily a bad thing, but its just not the same as google. google has significant internal…

More nicotine, more google. GL. ~90% net long. I am outperforming SPY by a lot (esp given how short momentum I am) but have missed out on some big wins by not leaning into my inner degenerate (had a big $PRME position i rotated at the bottom for example). 7/22/25 Portfolio…